Advanced Excel for Analysis and Business Intelligence
How the business world uses Excel is forever changing. Trying to keep up with it all can be intimidating, complex, and confusing given Excel’s ever-expanding library of functions and features. This course will give students a more cerebral and holistic understanding of Microsoft Excel which will help make all its advanced technical aspects much easier grasp and utilize at work as well as school and home. We will explore Excel’s advanced highlights through a combination of fun to read (yes really!) mind provoking lectures and discussion topics with detailed video lectures, each one timeless, short, easy to understand, and professionally edited. The course’s final capstone dashboard project will help tie everything together. This class will help arm you with practical yet powerful tactics to apply Excel into your professional life, in ways you have never considered before.
Topics include:
- Introduction to PowerQuery and Query Editor to import data from the web
- Data Validation and Drop-down menus
- Subtotals, grouping and ungrouping data
- Managing, protecting, and restricting editing for worksheets and workbooks
- Configuring language settings
- Advanced custom number formatting
- Advanced custom conditional formatting and managing rules
- Configuring formula calculation options
- VLOOKUP / HLOOKUP / MATCH / INDEX and other functions
- Data and time functions
- Pivot Tables and PivotCharts
- Goal Seek and Scenario Manager
- Error checking and data monitoring
- Introduction to Macro operations
- ... and More!
Software: Microsoft Excel 2019 or Office 365 highly recommended.
NOTE - This course is Windows based and does not make special accommodations for macOS users as some features related to querying data are not available on Excel for macOS.
Course typically offered: Online in Fall, Winter, Spring, and Summer (every quarter).
Prerequisites: CSE-41250: Intermediate Excel or an equivalent intermediate mastery of Microsoft Excel.
Next Steps: Upon completion of this class, consider enrolling in other required coursework in the Business Intelligence Analysis Certificate Program.
More Information: For more information about this course, please contact unex-techdata@ucsd.edu.
Course Number: CSE-41161
Credit: 3.00 unit(s)
Related Certificate Programs: Business Intelligence Analysis
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9/24/2024 - 11/23/2024
$725
Online
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CLASS TYPE:
Online Asynchronous.
This course is entirely web-based and to be completed asynchronously between the published course start and end dates. Synchronous attendance is NOT required.
You will have access to your online course on the published start date OR 1 business day after your enrollment is confirmed if you enroll on or after the published start date.
Bugge, Steven
Steven Bugge currently consults for the US Dep. of Treasury and US Dep. of Defense. After working in the mental healthcare field as a financial analyst, he left and started Excel Advice, Inc. in 2012. He studied International Business with American University of Rome, Italy and Geographic Information Systems (GIS) with San Diego Community College. Excel Advice, Inc. consults management teams in both the public and private sectors, connecting clients with key developers who help tackle the automation of administrative and compliance centric tasks through the use of various MS Office tools; Excel, Access, Power BI, VBA, Azure and more.
Gilley, Lee
Lee received his bachelor's degree in Mechanical Engineering from Clemson University in 2008. He worked in industrial energy construction for two years before pursuing software consulting and development full time. He's built millions of dollars' worth of software and is passionate about software design, extensibility and user experience. In 2019, Lee launched Docmo: an Excel-based software service providing smart automation for dynamic documents like proposals and SOWs.
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POLICIES:
No refunds after: 9/30/2024.
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9/24/2024 - 11/23/2024
extensioncanvas.ucsd.edu
You will have access to your course materials on the published start date OR 1 business day after your enrollment is confirmed if you enroll on or after the published start date.
There are no sections of this course currently scheduled. Please contact the Science & Technology department at 858-534-3229 or unex-sciencetech@ucsd.edu for information about when this course will be offered again.