UToledo Family Business Center

Microsoft Excel Data Analysis Certificate Program

Two people working at a table reviewing data

Microsoft Excel Data Analysis is a 4-day course designed for working professionals in analytics-focused roles in finance, accounting, marketing, and operations/supply chain management, this intensive program draws on existing Excel competence to learn advanced analytical techniques. From mastering complex functions and dynamic visualizations to exploring predictive analytics and optimization, participants will learn to utilize Excel's powerful features by transforming data into powerful insights. The course emphasizes hands-on learning with real-world case studies, ensuring participants can leverage Excel's advanced capabilities to drive decision-making and innovation in their respective fields. This short course is meant to be a “accelerant” for high impact decision makers in an analytics-intensive work environment.

COURSE materials
  • Evans, James R. Business analytics: Methods, models, and decisions. Pearson, 2017.

How to Enroll: Click here to register

Program Dates and Curriculum:

All sessions are 9:00 a.m. - 5:00 p.m. and held on The University of Toledo Main Campus.

April 15, 2024: Advanced Excel Functions for Business Analytics

  • Database Analytics in Excel
    • Data Queries: Tables, Sorting, and Filtering
    • Advanced Database Functions
    • PivotTables and PivotCharts
  • Data Visualization Techniques
    • Creating Advanced Charts
    • Dashboard Creation
    • Using Slicers for Interactive Charts
  • Descriptive Statistics in Excel
    • Computing Descriptive Statistics for Frequency Distributions
    • Statistics in PivotTables
    • Measures of Association

April 22, 2024: Statistical Analysis and Forecasting in Excel

  • Probability Distributions and Data Modeling
    • Discrete and Continuous Probability Distributions
    • Expected Value and Variance Calculations
  • Sampling and Estimation
    • Confidence Intervals
    • Prediction Intervals
  • Forecasting Techniques
    • Time Series Analysis
    • Exponential Smoothing Models
    • Regression-Based Forecasting

April 29, 2024: Predictive Analytics and Data Mining in Excel

  • Trendlines and Regression Analysis
    • Simple and Multiple Linear Regression
    • Residual Analysis and Regression Assumptions
  • Introduction to Data Mining
    • Cluster Analysis
    • Classification Techniques
    • Association Rules

May 6, 2024: Optimization and Decision Analysis in Excel

  • Linear and Nonlinear Optimization
    • Developing Linear Optimization Models
    • Integer and Nonlinear Optimization Models
  • Simulation and Risk Analysis
    • Monte Carlo Simulation
    • Risk Analysis Techniques
  • Decision Analysis
    • Formulating Decision Problems
    • Decision Strategies with Outcome Probabilities

 

Program Cost

  • $2,000 per participant for UToledo Family Business Center member companies and sponsors
  • If you are not a UToledo Family Business Center member or sponsor please email us at utfamilybusiness@utoledo.edu for non-member pricing rates
  • This program qualifies for Ohio TechCred.

For questions please contact Angie Jones at angie.jones@utoledo.edu 


Sponsors

Last Updated: 1/9/24