John Wiley & Sons

Excel Formulas and Data Analysis Essentials

John Wiley & Sons

Excel Formulas and Data Analysis Essentials

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Construct and apply various Excel formulas for automating calculations and data analysis.

  • Organize and manage data using Excel tables, and filter and query data to uncover insights.

  • Perform advanced analysis using what-if scenarios and large-scale data tools for decision-making.

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Recently updated!

May 2026

Assessments

10 assignments

Taught in English

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There are 10 modules in this course

In this section, we explore building basic formulas in Excel using operators, AutoSum, and functions to transform static data into dynamic insights. Key concepts include managing relative, absolute, and mixed cell references, working with array formulas, and utilizing named ranges for clarity and efficiency in data analysis.

What's included

1 video14 readings1 assignment

In this section, we explore how to identify and resolve formula errors in Excel using logical functions like IF, IFS, and SWITCH, along with error-trapping techniques such as ISERROR. We examine Excel's formula auditing tools, including tracing precedents and dependents, to locate and fix errors efficiently, ensuring data integrity and preventing errors from spreading across worksheets.

What's included

1 video8 readings1 assignment

In this section, we explore practical techniques for working with date and time values in Excel, focusing on creating formulas that calculate elapsed dates and times. Key concepts include using Date and Time functions like EOMONTH, NETWORKDAYS, and TIMEVALUE to analyze and manipulate time-based data for accurate financial, project, and scheduling calculations.

What's included

1 video1 reading1 assignment

In this section, we explore the use of Excel 2023's financial functions for practical financial modeling, including calculating present, future, and net present values. We focus on applying tools like PV, NPV, FV, and PMT to analyze investment returns and loan payments, emphasizing real-world financial decision-making.

What's included

1 video5 readings1 assignment

In this section, we explore Excel's Math & Trig and Statistical functions, focusing on rounding, conditional summing with SUMIF and SUMIFS, and statistical analysis using AVERAGE, STDEV, and specialized functions. The content emphasizes practical applications for accurate data processing, enabling efficient interpretation and reporting of numerical information in real-world scenarios.

What's included

1 reading1 assignment

In this section, we explore Excel's lookup functions, including VLOOKUP, HLOOKUP, and XLOOKUP, for efficient data retrieval and table manipulation. We also cover IS functions for cell type evaluation, text functions like TEXTJOIN for string manipulation, and reference functions for cell information retrieval, enhancing data accuracy and workflow efficiency in spreadsheet management.

What's included

1 video5 readings1 assignment

In this section, we explore how to secure Excel workbooks and worksheets using passwords and cell-level protection. Key concepts include setting passwords for workbook access and editing, applying locked and hidden formats to cells, and controlling user permissions for specific cell ranges. The focus is on maintaining data integrity and ensuring controlled access in collaborative environments. Techniques such as protecting worksheet structure and enabling selective editing are covered to enhance security and usability. Understanding these methods is essential for professionals handling sensitive data and ensuring consistent, accurate information sharing.

What's included

1 video6 readings1 assignment

In this section, we explore how to prepare a workbook for secure distribution by checking content and properties, adding digital signatures, and annotating worksheets with text notes and digital ink. These techniques enhance collaboration, ensure document integrity, and provide clear feedback for review processes.

What's included

1 video3 readings1 assignment

In this section, we explore real-time co-authoring of Excel workbooks using OneDrive and SharePoint, along with exporting to PDF, XPS, and HTML for broader accessibility. We also cover embedding Excel data in Word and PowerPoint documents, emphasizing interoperability and collaborative workflows.

What's included

1 video8 readings1 assignment

In this section, we explore creating and customizing charts in Excel, covering embedded and separate chart sheets, selecting appropriate chart types, and refining visual elements using the Design and Format tabs. Key concepts include data series, axes, and formatting techniques to enhance clarity and communication of trends and patterns in worksheet data.

What's included

1 video9 readings1 assignment

Instructor

Wiley-Expert Edge Course Instructors
John Wiley & Sons
58 Courses3,467 learners

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