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Excel Data-wrangling, Analysis, and Visualization Workshop

Agenda, handouts and practice materials to accompany the workshop.


Please download the exercise files and instructions for practice during the workshop. The PowerPoint slides are a reference to accompany the presentation. 

Video Recording of Workshop Part 1

Archived recording of presentation on Feb. 9, 2021

Researchers are dealing with more and more data in their routine work. Although many tools are available, Excel spreadsheets remain an indispensable part of data management. Excel handles a variety of data formats, transforms raw data into other formats for further analysis, and has important features for summarizing and visualizing data. This two-part workshop aims to develop Excel skills. Part 1 of this workshop will demonstrate the Excel features PivotTable and PivotChart. This session will expect that attendees have at least basic familiarity with Excel. The methods of analyzing and visualizing data will be practical for attendees at the beginner or intermediate level. This workshop is open to people of any academic status—graduate, undergraduate, faculty, or staff.

Workshop Agenda

Feb. 9, 2:00–3:30 PM (Pt 1)

  • PivotTable
    • Create a PivotTable
    • Formatting
    • Sort & Filter
  • PivotChart
    • Create a PivotChart
    • Improve data presentation
    • Highlight important finding

Mar. 2, 2:00–4:00 PM (Pt 2)

  • Power Query
    • Get Data
    • Transform Data
    • Import Data
  • Power Pivot
    • Data Model
    • Relationship
    • Data Analysis Expressions (DAX)

Other Resources