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DTBS 0007 - Microsoft Excel for Analytics

1031148
Instruction Methods Live Online
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Course Description

Whether you are new to analytics or have been in the field for many years, it is likely that you use Microsoft Excel daily since it is the most widely used tool for handling data. Even as you expand your skill set to include such tools as SQL, Power BI, Tableau, Python and others, Excel will be your go-to for simple to complex analysis. Thoroughly understanding Excel’s data features prepares you to effectively use low-code and no-code data tools which build on Excel’s framework.

Examples of topics included in the course are power shortcuts and hotkeys; advanced date, text and time manipulation; complex conditional formulas and variable uses of pivot tables. Excel best practices and limitations are also discussed.

Course Outline/Topics

  • Power shortcuts and hotkeys
  • Efficient data movement within workbooks
  • Advanced date, text and time manipulation
  • Complex conditional formulas
  • Data cleaning – capturing and fixing errors
  • Macros
  • Pivot tables
  • Custom Functions
  • Visual Basic for Applications (VBA) for Excel
  • Data visualization with graphs and charts
  • Excel best practices
  • Limitations of Excel for data analysis and business

Benefits and Learning Outcomes

  • Navigate Excel efficiently
  • Manipulate and clean data
  • Analyze data using formulas, functions and pivot tables
  • Automate data handling using macros and VBA routines
  • Create data visualizations for clear communication
  • Identify good and bad uses of Excel

Prerequisites

This course assumes basic to intermediate experience with Excel. Individuals without this experience should take Excel I and/or Excel II under Office Productivity Tools.

Who Should Attend

This course is targeted at individuals using Excel for data analytics with or without advanced tools such SQL, Power BI, Tableau and Python. It assumes basic to intermediate experience with Excel. Individuals without this experience should take Excel I and/or Excel II under Office Productivity Tools.

Testimonials

"6/5 stars! Very engaging instructor; loved Jacob’s passion, humility and expertise. Appreciated how he fosters a culture of learning and collaboration."
-Participant, Spring 2024

"Instructor was patient, an expert at his craft, informative and even entertaining, kept my attention."
-Participant, Spring 2024

"Excellent course! I learned so much that I didn’t know about Excel, and I can apply it in my work. Opened up a new world for me on how I could use Excel to make my life easier at work. Jacob is a great instructor and really knows this topic! He listens, is patient and encouraging, just all around a great instructor."
-Participant, Spring 2024

Instructors

  • Jacob Fink, MS, CFA

Applies Towards the Following Credentials

  • Business Analysis Certificate : Elective
  • Data Analysis Certificate : Core
  • Excel for Business & Analytics Certificate : Core
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DTBS 0007 - 260505V

Expand or collapse DTBS 0007 - 260505V
May 05, 2026
Live Online
Available
$895.00
Section Title
Microsoft Excel for Analytics
Type
Live Online
Days
T, Th
Time
6:00PM to 8:30PM
Dates
May 05, 2026 to May 21, 2026
Schedule and Location
View Details
Contact Hours
14.0
Location
  • Online (Central Time)
Instruction Method Options
Live Online  
Course Fee(s)
Registration $895.00
Potential Discount(s)
  • Early Bird
CEUs
1.4 CEUs
Cancel Request Deadline
Apr 21, 2026
Transfer Request Deadline
Apr 05, 2026
Instructors
  • Jacob Fink, MS, CFA
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University of Wisconsin - Milwaukee, School of Continuing Education

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sceinfo@uwm.edu

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Jacob Fink, MS, CFA

Jacob Fink is a data analyst at Geneva Capital Management. In this role, Jacob creates a variety of financial reports which give insights into the movements of style factors and provide transparency into the risk effects of proposed investment strategy changes. He uses Python to automatically scan portfolios for changes, summarize investment performance and create new and innovative risk reporting techniques.

Prior to joining Geneva, Jacob was an equity risk analyst at Wells Fargo Asset Management and an investment data analyst at Artisan Partners. Jacob also served as the head equity trader for two other firms in the Milwaukee area. Mr. Fink holds a BS in business economics from Wisconsin Lutheran College and a master’s degree in applied economics from Marquette University. He received his CFA designation in 2011 and served as the president of the CFA Society of Milwaukee in 2017 and 2018.

DTBS 0007 - 260505V - Microsoft Excel for Analytics

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Online (Central Time)

This is a real-time, scheduled class that you attend online (like on Zoom or Canvas) at the specific dates and times listed.

Live Online

Description
Synchronous instruction delivered virtually, requiring students to participate at specific dates and times. This can involve an entirely online group or students joining a live, in-person class remotely.

Registration

Early Bird

Description
Early bird available until 14 days before start date.
Discount Amount
$50.00

CEUs

The continuing education unit (CEU) is a nationally recognized means to document participation in organized non-credit continuing education. One CEU is defined as 10 contact hours of participation in organized continuing education under qualified instruction. The CEU provides a vehicle for employers, professional groups, and licensing agencies to account for participation in non-credit seminars, workshops, and courses.

Jacob Fink, MS, CFA

Jacob Fink is a data analyst at Geneva Capital Management. In this role, Jacob creates a variety of financial reports which give insights into the movements of style factors and provide transparency into the risk effects of proposed investment strategy changes. He uses Python to automatically scan portfolios for changes, summarize investment performance and create new and innovative risk reporting techniques.

Prior to joining Geneva, Jacob was an equity risk analyst at Wells Fargo Asset Management and an investment data analyst at Artisan Partners. Jacob also served as the head equity trader for two other firms in the Milwaukee area. Mr. Fink holds a BS in business economics from Wisconsin Lutheran College and a master’s degree in applied economics from Marquette University. He received his CFA designation in 2011 and served as the president of the CFA Society of Milwaukee in 2017 and 2018.

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