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Complete Roadmap to Excel for Data Analyst Role

This document provides a comprehensive roadmap for learning Excel tailored for a data analyst role, covering essential skills from basic formulas to advanced techniques like macros and Power Query. It emphasizes the importance of hands-on practice and includes free resources for further learning. The roadmap is structured in a step-by-step format, guiding users through various Excel functionalities necessary for data analysis.

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James K T
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
20 views

Complete Roadmap to Excel for Data Analyst Role

This document provides a comprehensive roadmap for learning Excel tailored for a data analyst role, covering essential skills from basic formulas to advanced techniques like macros and Power Query. It emphasizes the importance of hands-on practice and includes free resources for further learning. The roadmap is structured in a step-by-step format, guiding users through various Excel functionalities necessary for data analysis.

Uploaded by

James K T
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Complete Roadmap to Excel for Data Analyst Role

Here's a step-by-step roadmap to learn Excel for a data analyst role:

1. Basic Excel Skills:


● Familiarize yourself with Excel's interface and navigation.
● Learn basic formulas (SUM, AVERAGE, COUNT, etc.).
● Understand cell referencing (absolute vs. relative).

2. Data Entry and Formatting:

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● Practice entering and formatting data efficiently.

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● Explore cell formatting options for a clean and organized dataset.

3. Exploring Formulas and Functions:


● Start with simple arithmetic formulas (addition, subtraction, multiplication,

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division).
● Learn common functions like SUM, AVERAGE, MAX, MIN.
● Explore logical functions (IF, AND, OR) for decision-making.
● Understand text functions for manipulating strings.
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3. Advanced Formulas:
● Dive deeper into Excel's functions library, including statistical functions (STDEV,
MEDIAN), lookup functions (VLOOKUP, INDEX-MATCH), and array formulas.
● Practice nesting functions and combining them to perform complex calculations.
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● Learn logical functions (IF, AND, OR).


● Understand array formulas for complex calculations.

4. Pivot Tables:
● Understand the concept of pivot tables for data summarization and analysis.
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● Learn how to create pivot tables and customize them according to your needs.
● Explore advanced features like calculated fields and grouping.

5. Data Cleaning:
● Acquire skills in cleaning and transforming data.
● Explore text-to-columns, remove duplicates, and data validation.
6. Charts and Graphs:
● Learn to create various charts (bar, line, pie) for data visualization.
● Understand chart formatting and customization.

7. Dashboard Creation:
● Combine charts and tables to build basic dashboards.
● Explore dynamic dashboards using Excel features.

8. Macros and VBA:


● Learn about macros and how they automate repetitive tasks.

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● Explore the Visual Basic for Applications (VBA) editor and understand the basics
of VBA programming.

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● Record and edit simple macros to automate tasks like data cleaning and
formatting.

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9. Power Query:
● Introduce yourself to Power Query for enhanced data manipulation.
● Learn to import, transform, and load data efficiently.

10. Advanced Excel Techniques:


● Explore advanced features like Goal Seek, Solver, and Scenario Manager.
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● Master the use of data tables for sensitivity analysis.

11. Real-world Projects:


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● Apply your skills to real-world projects or datasets.


● Practice solving analytical problems using Excel.

Remember to practice consistently, as hands-on experience is crucial for


mastering Excel. This roadmap will provide a solid foundation for your journey
into data analysis using Excel.
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Free resources to practice Excel

1.https://www.simplilearn.com/learn-ms-excel-free-training-course-skillup

2.https://www.udemy.com/course/excel-for-beginners-voitto/
3.https://www.mygreatlearning.com/academy/learn-for-free/courses/excel-f
or-beginners

4.https://www.mindluster.com/certificate/8988/Microsoft-Excel-Basics

5.https://excelchamps.com/excel-courses/

Follow @codingdidi –

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Instagram https://www.instagram.com/codingdidi/

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Youtube https://youtube.com/@codingdidi?si=TkcPMdGsgV8z61lh
Linkedin www.linkedin.com/in/akansha-yadav24

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