6 Steps to Data Analysis Cheat Sheet

Hi-res PDF, Video Practice File: bit.ly/data-analysis-in-6

Hi-res PDF, Video & Practice File: bit.ly/data-analysis-in-6

1 Gather & Clean Data with Power Query: Automate Extracting, Transforming, Loading (ETL) data for analysis

Combine data from multiple Excel files: How? Load cleaned data in Tabular Layout:
Data tab > Get Data >
From File > From
Folder > Expand
Combine Dropdown >
Combine & Transform

Clean data in the Power Query Editor: Frequently-Used Data Transformations

1. Combine multiple files
2. Remove duplicates
3. Split text
4. Replace values
5. Change data types
6. Filter out unnecessary data
7. Add calculated columns

2 Use Analyze Data Tool: Capture AI-driven insights & visualizations 3 Create PivotTables: Quickly summarize & analyze large datasets
Why use Analyze Data? How?
Select data > Insert tab > PivotTable > Select an output sheet, drag fields to wells
Analyze Data helps
identify trends, patterns,
outliers & insights in
your data

4 Data Visualization: Use conditional formatting

Why Conditional
Formatting?
Data is faster to
interpret with
visual indicators

How?
Select data > Home tab > Conditional Formatting > Color Scales > Select
5 Enhance Interactivity: Use Slicers for easy filtering Green – Yellow – Red Color Scale

How?
Select PivotTable or Pivot Chart > Insert tab > Slicer > Select the Slicer to insert 6 Bring it All Together: Create Excel dashboards

Why Dashboards?
1. Actionable insights at a glance
2. Timely business KPIs
3. Automatically update

Why Slicers?
Enable users to filter
Enroll
and focus on the data
they’re interested in.
Now!
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