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Excel Basics for Data Analytics
Excel sits at the start of most analysis work.
What you use Excel for
• Cleaning raw data
• Exploring patterns
• Quick summaries for teams
Core concepts you must know
• Data setup
– Freeze header row. View → Freeze Top Row.
– Convert range to table. Ctrl + T.
– Use proper headers. No merged cells. One value per cell.
• Data cleaning
– Remove duplicates. Data → Remove Duplicates.
– Trim extra spaces. =TRIM(A2)
– Convert text to numbers. =VALUE(A2)
– Fix date format. Format Cells → Date.
– Handle blanks. Filter blanks, fill or delete.
– Find and replace. Ctrl + H.
• Essential formulas
– Math and counts
▪ SUM. =SUM(A2:A100)
▪ AVERAGE. =AVERAGE(A2:A100)
▪ MIN. =MIN(A2:A100)
▪ MAX. =MAX(A2:A100)
▪ COUNT. Counts numbers.
▪ COUNTA. Counts non blanks.
▪ COUNTBLANK. Counts blanks.
– Conditional formulas
▪ IF. =IF(A2>5000,"High","Low")
▪ IFS. Multiple conditions.
▪ AND. =AND(A2>5000,B2="West")
▪ OR. =OR(A2>5000,A2 10000 in green.
• Pivot tables
– Insert → PivotTable.
– Rows. Category or Product.
– Values. Sum, Count, Average.
– Filters. Date, Region.
– Refresh after data update.
• Charts you must know
– Column. Comparison.
– Bar. Ranking.
– Line. Trends over time.
– Pie. Share or percentage.
– Combo. Actual vs target.
• Data validation
– Dropdown list. Data → Data Validation → List.
– Prevent wrong entries.
• Useful shortcuts
– Ctrl + Arrow. Jump data.
– Ctrl + Shift + Arrow. Select range.
– Ctrl + 1. Format cells.
– Ctrl + L. Apply filter.
– Alt + =. Auto sum.
– Ctrl + Z / Y. Undo redo.
• Common analyst mistakes to avoid
– Merged cells.
– Hard coded totals.
– Mixed data types in one column.
– No backup before cleaning.
• Daily practice task
– Download any sales CSV.
– Clean it.
– Build one pivot table.
– Create one chart.
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Data Analytics Roadmap: Ссылка скрыта
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