Excel Analytics Essentials

Learn the fundamentals of creating data-driven analyses in Excel

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Duration 1d in-person or 6h online

Class size Up to 25 learners

Who’s it for Everyone

Course overview

Excel Analytics Essentials is a tool-based technical course designed to equip learners with the ability to harness the necessary features within Microsoft Excel to execute data analyses effectively and efficiently.

In this course, participants will learn the most practical tools and processes that analytics professionals use when uncovering insights using Excel.

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Learners will:
  • Practice an organized and systemic approach when interpreting business data using a sample dataset in Excel.
  • Prepare and analyze data to uncover insights efficiently using less-known Excel functions and techniques.
  • Create polished data visualizations in Excel that can be used as a foundation for effective data storytelling.

Expert facilitators

Gerald Valentin

Master Facilitator

Gerald Valentin

Southeast Asia

Karen Keeler

Master Facilitator

Karen Keeler

Southeast Asia

Course delivery options

In-Person Team Training

Gather a group of 10-25 learners for a private face-to-face class with a StoryIQ Master Facilitator. Delivered at a venue of your choosing, our private classes are customizable to your team’s needs.

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Course duration

  • Half-day in-person

We also offer 1-2 hour seminars that cover the most essential concepts.


Course options

Department-wide or organization-wide rollout

We offer tailored support for leaders and L&D professionals tasked with promoting data literacy skills across their organizations.

Virtual Team Training

Gather a group of 10-25 learners for a private online class with a StoryIQ Master Facilitator. Delivered live via Zoom or similar, our private virtual classes are customizable to your team’s needs. Described by learners as ‘instantly applicable’, our live virtual data literacy classes are highly interactive and engaging.

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Course duration options

  • One 3-hour virtual session held in a single day

We also offer 1 hour virtual seminars that cover the most essential concepts.


Course options

Department-wide or organization-wide rollout

We offer tailored support for leaders and L&D professionals tasked with promoting data literacy skills across their organizations.

Upcoming public events

There are no upcoming events for your region.
Please view the upcoming events page to see available events in other regions.

Frequently Asked Questions

This course is primarily designed with the beginner-to-intermediate analyst in mind and features practical techniques on using Excel to analyze data effectively. The conceptual components of the material can also be appreciated by those who possess advanced Excel skills but might need a more analytical approach when it comes to uncovering insights from datasets.
Pre-work is not necessary for this course. However, the facilitator may reach out or send a pre-class survey before the session to understand the learners' needs better and appropriately prepare for the session. Course materials will be provided on the day of the training and may be shared ahead of time upon request.
Enrollment in Excel Analytics Essentials grants you access to a StoryIQ Master Facilitator who will guide you through the core course material. You will also receive a copy of the course workbook, useful resources, and practice files related to the course.
All participants who complete the class will receive a digital certificate of completion.
Learning doesn't have to end when the class is over! Facilitators are available to clarify and answer questions even after the session. Learners may also opt-in to the StoryIQ email list, which includes weekly data literacy and data storytelling tips and tricks.
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