Data Viz with Excel

Date & Costs

Tuesday, June 21
1:15 p.m. - 4:30 p.m.

$400 (regular tuition)
$340 (if you register before May 10)
$340 (McCourt School alumni)
$300 (McCourt School students)

Target Audience

The target audience for the session includes people who have an interest in analyzing and communicating their data and their research in visually interactive ways. That can include data analysts, economists, financial analysts, program directors, researchers, data scientists, and others. There is no prerequisite knowledge for this class.

Course Description

In this half-day session, attendees will learn how to extend the data visualization capabilities of Excel. Students will learn how to be more efficient in Excel, and how to create clear, effective, and professional-looking charts. The class is primarily taught in Excel 2010 and 2013 (PCs) and Excel 2011 (Mac). Participants should have at least some basic experience with the Microsoft Excel software package.

This course covers the following topics:

  • Basic formulas: INDEX, MATCH, VLOOKUP;
  • Data importing features;
  • In-cell charting and conditional formatting;
  • General Excel visualization tips and tricks;
  • How to create specific charts with wide-ranging implications such as how to combine chart types, how to create a column chart with overlaid gridlines, an annotated line chart, and a heatmap, among others.
  • Interactivity and Dashboard creation using PowerBI (PowerBI is Microsoft’s tool that enables users to create interactive visualizations through a free-form drop-and-drag interface).

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Course Goals

By the end of the session, participants will be able to use a variety of Excel formulas and how to create a number of non-standard chart types.

Faculty

Dr. Jon Schwabish is a Senior Research Associate in The Urban Institute’s Income and Benefits Policy Center. He is also a member of the Institute’s Communication team, specializing in data visualization and presentation design. Schwabish is an economist, writer, teacher, and creator of policy-relevant data visualizations. He is considered a leading voice for clarity and accessibility in how researchers communicate their findings. He is on Twitter @jschwabish.

Continuing Education Units (CEU)

Students who complete this course will earn 0.3 continuing education units

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