Excel Course Project

  Excel Course Project: Data Analysis and Visualization

Objective:

Teach learners to perform data analysis and visualization using Excel through practical, hands-on exercises.

Course Structure

Module 1: Basics of Excel

Objective: Learn basic Excel operations and understand its interface.

Project: "Building a Simple Inventory Sheet"

Activities:

Create a table with columns: Item Name, Category, Quantity, Unit Price, Total Value.

Use formulas to calculate Total Value (Quantity × Unit Price).

Apply formatting to the table for readability (e.g., borders, bold headers).

Module 2: Working with Formulas and Functions

Objective: Understand and apply essential Excel functions.

Project: "Sales Data Analysis"

Dataset:

Month

Region

Sales ($)

Target ($)

January

North

50,000

60,000

February

South

40,000

45,000

Activities:

Calculate the variance between Sales and Target using a formula.

Use conditional formatting to highlight months where sales exceeded targets.

Use the AVERAGE and SUM functions to calculate total and average sales.

Instructions:

Input data in the table.

Create a new column for variance and apply the formula: =C2-D2.

Highlight cells with conditional formatting: Greater than Target = Green.

Module 3: Data Sorting, Filtering, and Cleaning

Objective: Organize and clean data for analysis.

Project: "Employee Records Management"

Dataset:

Name

Department

Age

Salary ($)

Status

John Smith

HR

29

50,000

Active

Jane Doe

IT

34

65,000

Inactive

Activities:

Sort data by department and then by salary in descending order.

Filter to show only Active employees.

Replace errors in the Age column with N/A using IFERROR.

Module 4: Data Visualization

Objective: Create visualizations for better data insights.

Project: "Monthly Sales Visualization"

Dataset:

Month

Sales ($)

January

50,000

February

40,000

Activities:

Create a bar chart showing monthly sales.

Add data labels and a chart title: "Monthly Sales Performance".

Customize the chart's colors and design for better presentation.

Instructions:

Highlight data, then insert a Bar Chart.

Go to the Chart Design tab and customize the color scheme.

Module 5: Pivot Tables and Advanced Analysis

Objective: Use PivotTables to summarize data.

Project: "Expense Categorization"

Dataset:

Category

Expense ($)

Travel

5,000

Office Supplies

2,000

Activities:

Create a PivotTable to summarize total expenses by category.

Add a slicer for interactive filtering by categories.

Create a PivotChart to visualize expense distribution.

Module 6: Automating with Macros

Objective: Automate repetitive tasks using Macros.

Project: "Automated Monthly Report Generation"

Activities:

Record a Macro to format a monthly report (e.g., bold headers, autofit columns).

Assign the Macro to a button for easy execution.

Save the workbook as a Macro-Enabled Excel file.

Instructions:

Go to Developer Tab > Record Macro.

Perform desired formatting actions.

Stop the Macro recording and assign it to a shape or button.

Evaluation

Assess learners’ ability to:

Build accurate formulas and use functions effectively.

Create meaningful visualizations.

Use PivotTables and Macros to enhance productivity.

Outcome

Learners will be proficient in handling real-world data analysis and reporting tasks in Excel, equipped with practical knowledge and the ability to apply advanced tools and functions.