BUSINESS ANALYTICS USING EXCEL

Course Objectives:

1. Knowledge: For students to develop basic knowledge of Excel application / analysis

tools, data analysis systems and forecasting systems for various business process for
productivity and effectiveness.

2. Skills: Using Excel.

3. Abilities: To develop ability to understand appropriate applications and role of Excel in

different business domains.

4. Attitude: To create/analyze/summarize the data/charts and tables faster, better and more
effectively as an executive.

5. Learning: Pre-reading, Self Reading and Teacher Aided Learning.

Note: The teaching hours are indicative. Being on-line application the students are expected to
do extra practice session on-line after completion of each topic and therefore practice time is not
included with the topic completion time.

CONTENTS
UNIT -I

I. (a) Create Worksheets and Workbooks (1 Hour)

(i) Create a workbook

(ii) Import data from a delimited text file

(iii) Add a worksheet to an existing workbook

(iv) Copy and move a worksheet

(b) Navigate in Worksheets and Workbooks (1 Hour)

(i) Search for data within a workbook

(ii) Navigate to a named cell, range, or workbook element

(iii) Insert and remove hyperlinks

(c) Format Worksheets and Workbooks (1 Hours)

(i) Change worksheet tab color

(ii) Rename a worksheet

(iii) Change worksheet order

(iv) Modify page setup

(v) Insert and delete columns or rows

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 (vi) Change workbook themes

(vii) Adjust row height and column width

(viii) Insert headers and footers

(d) Customize Options and Views for Worksheets and Workbooks (2 Hours)

(i) Hide or unhide worksheets

(ii) Hide or unhide columns and rows

(iii) Customize the Quick Access toolbar

(iv) Change workbook views

(v) Change window views

(vi) Modify document properties

(vii) Change magnification by using zoom tools

(viii) Display formulas

(e) Configure Worksheets and Workbooks for Distribution (2 Hours)

(i) Set a print area

(ii) Save workbooks in alternative file formats

(iii) Print all or part of a workbook

(iv) Set print scaling

(v) Display repeating row and column titles on multipage worksheets

(vi) Inspect a workbook for hidden properties or personal information

(vii) Inspect a workbook for accessibility issues

(viii) Inspect a workbook for compatibility issues

Case Study Presentation –I

UNIT -II

II (a) Insert Data in Cells and Ranges (1 Hour)

(i) Replace data

(ii) Cut, copy, or paste data

(iii) Paste data by using special paste options

(vi) Fill cells by using Auto Fill

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 (v) Insert and delete cells

(b) Format Cells and Ranges (2 Hours)

(i) Merge cells

(ii) Modify cell alignment and indentation

(iii) Format cells by using Format Painter

(iv) Wrap text within cells

(v) Apply number formats

(vi) Apply cell formats

(vii) Apply cell styles

(c) Summarize and Organize Data (1 Hour)

(i) Insert sparklines

(ii) Outline data

(iii) Insert subtotals

(iv) Apply conditional formatting

Case Study Presentation –II

ASSIGNMENT
UNIT -III

III. (a) Create and Manage Tables (1 Hour)

(i) Create an Excel table from a cell range

(ii) Convert a table to a cell range

(iii) Add or remove table rows and columns

(b) Manage Table Styles and Options (1 Hour)

(i) Apply styles to tables

(ii) Configure table style options

(iii) Insert total rows

(c) Filter and Sort a Table (1 Hour)

(i) Filter records

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 (ii) Sort data by multiple columns

(iii) Change sort order

(iv) Remove duplicate records

Case Study Presentation –III

Class Test (20 Marks): (It covers from Topic/Unit no 1 to 3 of the syllabus)

UNIT -IV

IV. (a) Summarize Data by using Functions (1 Hours)

(i) Insert references

(ii) Perform calculations by using the SUM function

(iii) Perform calculations by using MIN and MAX functions

(iv) Perform calculations by using the COUNT function

(v) Perform calculations by using the AVERAGE function

(b) Perform Conditional Operations by using Functions (2 Hours)

(i) Perform logical operations by using the IF function

(ii) Perform logical operations by using the SUMIF function

(iii) Perform logical operations by using the AVERAGEIF function

(iv) Perform statistical operations by using the COUNTIF function

(c) Format and Modify Text by using Functions (2 Hours)

(i) Format text by using RIGHT, LEFT, and MID functions

(ii) Format text by using UPPER, LOWER, and PROPER functions

(iii) Format text by using the CONCATENATE function

Case Study Presentation –IV

QUIZ & PRESENTATION

UNIT -V
V (a) Create Charts (1 Hour)

(i) Create a new chart

(ii) Add additional data series

(iii) Switch between rows and columns in source data

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 (iv) Analyze data by using Quick Analysis

(b) Format Charts (2 Hours)

(i) Resize charts 5min

(ii) Add and modify chart elements

(iii) Apply chart layouts and styles

(iv) Move charts to a chart sheet

(c) Insert and Format Objects (1 Hour)

(i) Insert text boxes and shapes

(ii) Insert images

(iii) Modify object properties

(iv) Add alternative text to objects for accessibility

(d) Using PivotTables and Pivot Charts (2 Hours)

(i) Overview

(ii) Creating a PivotTable report

(iii) Specifying the data to analyze

(iv) Updating a PivotTable

(v) Modifying a PivotTable report

(vi) Grouping data in a PivotTable

(vii) Using the Report Filter area

(viii) Drilling down to the detail

(ix) Changing the type of calculation

(x) Filtering in a PivotTable

(xi) Grouping data in a PivotTable

(xii) Sorting PivotTables

(xiii) Formatting a PivotTable

(xiv) Charting a PivotTable

(e) Look Up Data with Functions (2 Hours)

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 (i) Utilizing the LOOKUP function

(ii) Utilizing the VLOOKUP function

(iii) Utilizing the HLOOKUP function

(iv) Utilizing the TRANSPOSE function

(f) Apply Advanced Date and Time Functions (1 Hour)

(i) Utilizing the NOW and TODAY functions

(ii) Using functions to serialize dates and times

(g) Create Scenarios (3 Hours)

(i) Utilizing Goal Seek

(ii) Utilizing the Scenario Manager

(iii) Using financial functions

Case Study Presentation –V

Total (35 Hours)

Text Books:

1. My Excel 2016, 1st Edition by Tracy Syrstad, Pearson.

2. Microsoft Excel 2019 Inside Out by Bill Jelen & MrExcel – Pearson

Reference Books:

1. Franchising: A Business Model for Growth Taneja, Satish Galgotia Publishing

Company

2. Guide to Business Modelling Tennent, John Profile Books Ltd

3. Business Model Generation Osterwalder, Alexander Wiley Publications

4. Microsoft Excel 2010: Data Analysis and Business Modeling Winston, Wayne PHI
Learning s

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