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Data Analysis and Business Modeling with Excel 2013

Book Description

Manage, analyze, and visualize data with Microsoft Excel 2013 to transform raw data into ready to use information

About This Book

  • Create formulas to help you analyze and explain findings
  • Develop interactive spreadsheets that will impress your audience and give them the ability to slice and dice data
  • A step-by-step guide to learn various ways to model data for businesses with the help of Excel 2013

Who This Book Is For

If you want to start using Excel 2013 for data analysis and business modeling and enhance your skills in the data analysis life cycle then this book is for you, whether you’re new to Excel or experienced.

What You Will Learn

  • Discover what Excel formulas are all about and how to use them in your spreadsheet development
  • Identify bad data and learn cleaning strategies
  • Create interactive spreadsheets that engage and appeal to your audience
  • Leverage Excel’s powerful built-in tools to get the median, maximum, and minimum values of your data
  • Build impressive tables and combine datasets using Excel’s built-in functionality
  • Learn the powerful scripting language VBA, allowing you to implement your own custom solutions with ease

In Detail

Excel 2013 is one of the easiest to use data analysis tools you will ever come across. Its simplicity and powerful features has made it the go to tool for all your data needs. Complex operations with Excel, such as creating charts and graphs, visualization, and analyzing data make it a great tool for managers, data scientists, financial data analysts, and those who work closely with data. Learning data analysis and will help you bring your data skills to the next level.

This book starts by walking you through creating your own data and bringing data into Excel from various sources. You’ll learn the basics of SQL syntax and how to connect it to a Microsoft SQL Server Database using Excel’s data connection tools. You will discover how to spot bad data and strategies to clean that data to make it useful to you. Next, you'll learn to create custom columns, identify key metrics, and make decisions based on business rules. You’ll create macros using VBA and use Excel 2013’s shiny new macros. Finally, at the end of the book, you'll be provided with useful shortcuts and tips, enabling you to do efficient data analysis and business modeling with Excel 2013.

Style and approach

This is a step-by-step guide to performing data analysis and business modelling with Excel 2013, complete with examples and tips.

Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

Table of Contents

  1. Data Analysis and Business Modeling with Excel 2013
    1. Table of Contents
    2. Data Analysis and Business Modeling with Excel 2013
    3. Credits
    4. About the Author
    5. About the Reviewers
    6. www.PacktPub.com
      1. Support files, eBooks, discount offers, and more
        1. Why subscribe?
        2. Free access for Packt account holders
        3. Instant updates on new Packt books
    7. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Downloading the example code
        2. Downloading the color images of this book
        3. Errata
        4. Piracy
        5. Questions
    8. 1. Getting Data into Excel
      1. Getting started with data
        1. Gathering data
        2. Preparing data
        3. Analyzing data
        4. Presenting data
      2. Manually creating data
      3. Importing data from various sources
        1. Importing data from a text file
        2. Importing a CSV file
        3. Importing other Excel files
        4. Importing data from the Web
      4. Summary
    9. 2. Connecting to Databases
      1. Reading a table from MSSQL – the Microsoft SQL Server database
      2. Reading multiple tables from MSSQL
      3. Reading from MSSQL using SQL
      4. Summary
    10. 3. How to Clean Texts, Numbers, and Dates
      1. Leading/trailing/in-between spaces
      2. Capitalization
      3. Duplicates
      4. Text to Columns
      5. Combine data from multiple columns into one column
      6. Fixing similar words
      7. Text to dates
      8. Text to numbers
      9. Summary
    11. 4. Using Formulas to Prepare Your Data for Analysis
      1. How to create formulas
      2. Combining strings and numbers
      3. Using built-in functions
      4. If/else/then statements
      5. Comparing columns
      6. Summary
    12. 5. Analyzing Your Data Using Descriptive Statistics and Charts
      1. Gathering data
      2. Preparing the data for analysis
      3. Analyzing our data
        1. Question – how many applications were processed in the year 2014?
      4. Summary
    13. 6. Link Your Data Using Data Models
      1. Gathering data
      2. Preparing data
      3. Analyzing data
      4. Data models
      5. Summary
    14. 7. A Primer on Using the Excel Solver
      1. Activating the Excel Solver
      2. Modeling our linear programming problem
      3. Using the Excel Solver
      4. Summary
    15. 8. Learning VBA – Excel's Scripting Language
      1. What is VBA?
      2. What is a macro?
      3. Opening the VBA Editor
      4. Your very first "Hello World" VBA script
        1. Declaring variables
        2. Conditional statements
        3. Loops
        4. Creating macros without any code
        5. Saving macro-powered spreadsheets
      5. Summary
    16. 9. How to Build and Style Your Charts
      1. Quick analysis charts
      2. Charting options
        1. Chart elements
        2. Chart styles
        3. Chart filters
      3. Additional design options
      4. Summary
    17. 10. Creating Interactive Spreadsheets Using Tables and Slicers
      1. What are slicers?
        1. How to create slicers
        2. Styling slicers
        3. Adding multiple slicers
        4. Clearing filters
      2. Final tweaks
      3. Summary
    18. A. Tips, Tricks, and Shortcuts
      1. Shortcuts
      2. Tips and tricks
    19. Index