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Part 1

This is a first part of the Excel workshop series. This session is designed for users who previously had some experience with Excel and covers a range of skills from basic to intermediate levels. We will introduce basic Excel objects, data types and functions; show how to use formulas to describe sample data; walk through the process of preparing a data visualization and a simple pivot table.

Download Excel Workbook (xlsx).

Microsoft 365 Office for UBC students

Learning objectives

At the end of this workshop, you will be able to:

  1. Change data types, find errors and missing values in your data
  2. Use formulas to calculate conditional summaries, be familiar with VLOOKUP()
  3. Make visualizations and summary tables

Schedule

0:00 Welcome and using Zoom
0:10 Basics: Excel objects and data types
0:20 Filling, sorting and filtering
0:30 Formulas: basic, conditional
0:45 VLOOKUP()
1:00 Break
1:05 Summary and Visuals: Pivot Tables
1:15 Visualizations
1:30 Wrap-up and Discussion

Content

Excel Workbook:


Table of contents