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Performing Data Analysis in Excel

This document provides a step-by-step guide for performing data analysis in Excel using a sample dataset. It covers data cleaning, applying descriptive statistics, creating pivot tables, visualizing data with charts, and performing trend analysis. Additionally, it suggests automating tasks with Excel macros and outlines key insights that can be derived from the analysis.

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Benjamin Fallet
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50 views2 pages

Performing Data Analysis in Excel

This document provides a step-by-step guide for performing data analysis in Excel using a sample dataset. It covers data cleaning, applying descriptive statistics, creating pivot tables, visualizing data with charts, and performing trend analysis. Additionally, it suggests automating tasks with Excel macros and outlines key insights that can be derived from the analysis.

Uploaded by

Benjamin Fallet
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Performing Data Analysis in Excel (Step-by-Step Guide)

Now that you have the Sample_Data_Analysis.xlsx file, follow these steps to analyze the
data in Excel.

Step 1: Open the File in Excel


1. Download the Excel file from the link above.
2. Open it in Microsoft Excel or Google Sheets.

Step 2: Perform Basic Data Cleaning


• Check for Duplicates → Select the data, go to Data → Remove Duplicates.
• Check for Missing Values → Highlight empty cells and decide how to handle them
(e.g., replace missing values with averages).
• Convert Data Types → Ensure numeric columns (e.g., Age, Price, Satisfaction Score)
are formatted as Numbers.

Step 3: Apply Descriptive Statistics


Use Excel Functions to summarize the dataset:
Metric Formula
Total Sales Revenue =SUM(F2:F11)
Average Price =AVERAGE(F2:F11)
Minimum Price =MIN(F2:F11)
Maximum Price =MAX(F2:F11)
Customer Age Range =MAX(C2:C11) - MIN(C2:C11)
Average Satisfaction Score =AVERAGE(H2:H11)

Step 4: Create a Pivot Table for Insights


1. Select the entire dataset (A1:H11).
2. Click Insert → PivotTable.
3. Choose New Worksheet and click OK.
4. Drag the following fields:
o Rows: "Product Purchased"
o Values: "Price ($)" (Summarized as SUM)
o Values: "Satisfaction Score" (Summarized as AVERAGE)
Insights from Pivot Table:
• Total revenue per product type.
• Average satisfaction score per product.

Step 5: Visualize Data with Charts


1. Select your dataset and go to Insert → Charts.
2. Choose the best chart type based on insights:
o Column Chart → To compare total sales per product.
o Pie Chart → To show product purchase distribution.
o Line Chart → To analyze trends over purchase dates.
Step 6: Apply Conditional Formatting
• Highlight High-Value Purchases: Select Price ($) → Conditional Formatting →
Color Scales.
• Highlight Low Satisfaction Scores: Select Satisfaction Score → Conditional
Formatting → Data Bars.

Step 7: Perform Forecasting (Trend Analysis)


1. Select the Purchase Date and Price ($) columns.
2. Go to Data → Forecast Sheet.
3. Choose a future time period to predict sales trends.

Step 8: Automate Analysis with Excel Macros (Optional)


If you need to automate repetitive tasks, record a Macro under Developer → Record
Macro.

Final Insights
Using the analysis steps above, you can answer:
What is the most purchased product?
Which product has the highest revenue?
Which city has the highest customer satisfaction?
Are there any trends in purchases over time?

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