Excel for Strategic Storytelling
Transform raw data into persuasive narratives and actionable insights using advanced Excel charting, conditional formatting, and dashboard techniques. Influence decisions, not just report numbers.
What you’ll be able to do
- Design and implement advanced, visually appealing charts and graphs to highlight key insights.
- Develop interactive dashboards using Excel's form controls, slicers, and timelines.
- Master techniques for data cleaning and preparation to ensure accurate storytelling.
- Apply conditional formatting strategically to draw attention to critical data points and trends.
- Construct compelling data narratives that persuade stakeholders and support strategic decisions.
- Utilize 'What-If' analysis tools to explore different scenarios and their implications.
Inside this course
3 sections · 15 activities · 4 hours total length
01Module 1: Foundations of Data Storytelling in Excel
- Introduction to Strategic Data Storytelling10:00
- Data Preparation for Narrative Building15:00
- Choosing the Right Chart for Your Story20:00
- Enhancing Visuals: Custom Formatting and Design Principles15:00
- Hands-on: Crafting Your First Data Narrative12:00
02Module 2: Building Dynamic Dashboards for Interaction
- Introduction to Interactive Dashboards10:00
- Utilizing Slicers and Timelines for Dynamic Filtering20:00
- Advanced Conditional Formatting for Highlighting Key Data15:00
- Form Controls: Buttons, Dropdowns, and Scroll Bars20:00
- Hands-on: Building an Interactive Sales Dashboard25:00
03Module 3: Advanced Analysis and Storytelling Techniques
- Leveraging 'What-If' Analysis for Strategic Insights15:00
- Integrating Multiple Data Sources for Comprehensive Stories15:00
- Forecasting and Trend Analysis with Excel Tools20:00
- The Art of Presentation: Delivering Your Data Story10:00
- Project: Developing a Strategic Business Report20:00
About this course
Transform your raw Excel data into compelling narratives that drive decisions. This course teaches intermediate Excel users to leverage advanced visualization and analysis techniques for strategic storytelling.
Who this is for
- Business analysts and data professionals looking to enhance their data visualization and communication skills.
- Marketing and sales professionals who need to present performance data effectively.
- Managers and team leads who regularly report on key metrics and strategic initiatives.
- Anyone who wants to move beyond basic Excel reports and create impactful, data-driven presentations.
Before you begin
- Intermediate knowledge of Microsoft Excel (familiarity with basic formulas, functions, and charting).
- Access to Microsoft Excel (2016, 2019, or Microsoft 365 recommended).
- A desire to transform data into actionable insights and compelling stories.
Learner ratings
4.2 / 5 · Average learner rating
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How will I learn?
Work through the course sections and activities in your Onlearn course player, at your own pace. Your progress is saved to your account.
Is this a subscription?
No. Each course is purchased separately with one payment.