Advanced Excel for Analysis and Business Intelligence
CSE-41161
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, 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 Information
Course sessions
Section ID:
Class type:
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.
Textbooks:
All course materials are included unless otherwise stated.
Policies:
- No refunds after: 1/20/2025
Schedule:
Instructor:
Steven Bugge
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.
