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Excel Data Mastery: Clean, Analyze, Visualize

Course Length

6 hours (1 day)

Learning Objectives

By the end of this engaging, hands-on course, you’ll be able to: 


  • Clean and structure raw data using Flash Fill, text functions, and Excel Tables 
  • Create reliable dropdown lists using Data Validation and Named Ranges 
  • Combine information from multiple sources using XLOOKUP 
  • Perform advanced analysis using IF, SUMIFS, and COUNTIFS 
  • Automate data cleanup and consolidation using Power Query 
  • Build relationships between datasets using Power Pivot 
  • Write and apply DAX formulas such as RELATED and CALCULATE 
  • Design a dashboard using Pivot Charts, Slicers, and KPIs 

Target Student

This course is ideal for Excel users with a solid foundation who are ready to expand their skills in data analysis. Whether you work in reporting, operations, finance, administration, or business analysis, this course is designed to help you transform raw data into actionable insights, confidently and efficiently. 

Course Outline

This course is structured around the PRISM model—Prepare, Relate, Interpret, Summarize, Maintain—which reflects the essential skillsets needed for effective data analysis in Excel. Each section focuses on practical tools and techniques that work together to help you clean, analyze, and present your data with clarity and impact. 


P - Prepare  

  • Import and clean messy data  
  • Use Flash Fill, TEXTBEFORE() and TEXTAFTER() to split text  
  • Use TRIM() to clean invisible formatting  
  • Create dropdowns with Data Validation  
  • Use Tables and Named Ranges for structure  


R - Relate  

  • Use XLOOKUP to combine data from multiple sources  
  • Build relationships across multiple tables  
  • Use RELATED() and CALCULATE() functions in DAX  
  • Add and connect multiple tables in the Power Pivot Data Model  


I - Interpret  

  • Use IF(), SUMIFS(), COUNTIFS() to analyze metrics  
  • Create calculated columns in Pivot Tables  
  • Use Distinct Count in Pivot Tables  


S - Summarize  

  • Build Pivot Tables and Pivot Charts  
  • Add Slicers and Timelines  
  • Group data by category/date  
  • Create KPI visuals  
  • Create a basic dashboard  


M - Maintain  

  • Use Power Query to clean recurring data  
  • Connect to a folder of monthly files  
  • Load and refresh data automatically  
  • Keep dashboards up to date with new data  


Excel Data Mastery: Clean, Analyze, Visualize

Upcoming Classes

All Public classes are held online
with a live instructor

No dates have been scheduled for this class. Please contact us for more information or request a private class.

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Complete the form to receive a quote for private or customized training.

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The Great Canadian Training & Consulting Company Advantage

When you train with us, your training will not just check a box. We make sure it is GREAT!

  • Experienced Trainers
  • Learn or Come Back Free Policy on Public Classes
  • 24/7 After Training Support

All of our courses include

PDF Reference Guide

Take the Reference Guide anywhere and save the environment with an electronic copy of your training Reference Guide for use on any of your computers or devices

30 Days of After-Training Support

Get 30 days of live 24/7 after-training support via phone, email and online chat to help apply what you've learned

Certificate of Completion

Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.

PDF Reference Guide

Want a summary of what you’ve learned? Save paper and use your PDF Reference Guide, accessible on any of your devices.

Certificate of Completion

Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.

24/7 After-Training Support

Receive a 30-day after-training support voucher, offering assistance as you apply your new skills on the job. Need help with a specific step? We’re here to provide extra support and clarity even after you’ve left the class!

Want even more?
Check out our add-ons

Printed Reference Guide

While we love technology, we understand that there is something about having a paper copy. Add a printed reference guide to your training, which we will have shipped to your location.

Extended After-Training Support

Extend your support beyond the standard 30 days for ongoing assistance.

Can I customize my course?
OF COURSE!

Customized to meet your unique needs

We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.

Use your own files instead of our exercise files

You can opt to use your working files in your private training sessions (instead of our standard exercise files). This allows you to see how the lessons apply directly to your day-to-day role and get work done while you train—a true win-win!

Access to your recorded session for 60 days

You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.