Beginner level · Module 2 of 5 · 11 guided hours
Excel Analysis Functions and Charts
Calculate business figures correctly with conditional functions and present them with the right charts.
Learning objectives
- Calculate totals, counts and averages by condition
- Calculate shares, growth and averages correctly
- Choose and build clear charts
Topics
- SUMIFS, COUNTIFS, AVERAGEIFS
- shares and percentages
- growth and percentage points
- weighted averages
- chart choice
- chart formatting
Lessons
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Lesson 1 Conditional Totals and Counts
Answer 'how much' and 'how many' questions by branch, product and month with conditional functions.
SUMIFSCOUNTIFSAVERAGEIFScriteria cells
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Lesson 2 Shares, Growth and Averages
Calculate percentages, growth and averages correctly and describe them without common mistakes.
share of totalgrowth ratepercentage pointsweighted average
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Lesson 3 Choosing and Building Charts
Pick charts that match the message and format them so managers read them correctly.
column and bar chartsline chartsavoiding pie and 3-D clutterchart titles that state the finding
Practical activity
Calculate the quarter's key figures — sales by branch and product, shares, month-on-month growth, average sale — and chart them for the report.
Expected outcomes
- Correct business calculations
- Charts that communicate clearly
Assessment
Calculation test including percentage traps, plus a chart review.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.