image

The course uses practice activities and an applied case study to help learners translate business questions into data definitions, identify trends, create reusable calculations, and package analysis for handoff.

  • Define an analysis objective and translate business questions into data definitions.
  • Identify needed datasets, sources, metrics, data types, and formats.
  • Import, structure, clean, reshape, join, and stack data.
  • Apply aggregate calculations, descriptive formulas, conditional logic, dynamic formulas, and named ranges.
  • Summarize data using pivot tables and communicate findings using appropriate charts.
  • Build interactive dashboards using pivots, charts, and slicers.
  • Validate data, identify errors, and mask sensitive information.
  • Document, package, export, permission, and hand off analysis results.
Virtual Instructor-Led Training 1 days / 8 hours

Who should attend CompTIA Data Analysis Essentials V1 Course

  • Professionals who work with business data and spreadsheets
  • Business analysts, operations professionals, and project team members
  • Marketing, sales, finance, and administrative professionals responsible for reporting
  • Early-career data professionals seeking a practical workflow foundation
  • Anyone who needs to clean, analyze, visualize, and share data effectively

Prerequisites for CompTIA Data Analysis Essentials V1 Course

No advanced data-analysis experience is required. Basic familiarity with spreadsheets, tables, formulas, and common workplace data will help learners complete the activities.

CompTIA Data Analysis Essentials V1 Course Outline

  • Getting Started
  • Course Introduction
  • How to Use This Course
  • Activity: Pre-Assessment
  • Setting Up Your Data Project
  • Defining the Analysis Objective
  • Why Defining Your Objective is Critical...and Hard
  • Turning Business Questions Into Data Definitions
  • Practice: Translating Two Business Questions
  • Identifying Needed Datasets and Sources
  • Common Metrics and Data Sources
  • Identify Key Metrics and Sources
  • Case Study Introduction
  • Case Study: Defining a Data Project
  • Importing and Structuring Data
  • Importing Data
  • Converting Raw Data into Tables and Ranges
  • Understanding Different Data Types
  • Set Correct Data Types and Formats
  • Case Study: Import Data
  • Module 2 Review
  • Cleaning Data
  • Introduction to Cleaning Data
  • Common Data Issues
  • Practice Cleaning Data
  • Case Study: Cleaning the Dataset
  • Reshaping Your Data to be Useful
  • Introduction to Reshaping Data
  • Common Scenarios for Reshaping Columns
  • Activity: When to Reshape Columns
  • Practice: Reshaping Data
  • Case Study: Reshaping the Data
  • Combining Datasets
  • Introduction to Combining Data Sets
  • Practice: Joining Data
  • Common Joining Errors
  • Stacking Data
  • Case Study: Join Datasets
  • Module 3 Review
  • Aggregate and Descriptive Calculations
  • Introduction to Aggregate and Descriptive Calculations
  • Common Aggregate and Descriptive Formulas
  • Using Aggregate and Descriptive Calculations
  • Case Study: Find Key Metrics and Trends
  • Conditional Logic
  • Introduction to Conditional Logic
  • Common Logic Scenarios
  • Activity: Common Logic Scenarios
  • Practice: Using Conditional Logic
  • Case Study: Applying Conditional Logic
  • Dynamic Formulas and Named Ranges
  • Introduction to Dynamic Formulas
  • Reference Guide
  • Creating Reusable Formulas
  • Case Study: Build Reusable Calc Set
  • Module 4 Review
  • Pivot Tables
  • Introduction to Pivot Tables
  • When to Use Pivots vs. Simple Totals
  • Activity: Building a Pivot Table
  • Practice: Using Pivot Tables
  • Case Study: Explore Data with Pivots and Charts
  • Standard Charts and Customization
  • Introduction to Charts
  • Chart Selection and Design Checklist
  • Activity: Explore Different Types of Charts
  • Practice Creating Charts
  • Case Study: Building Charts
  • Interactive Dashboards with Slicers
  • Introduction to Interactive Dashboards
  • Dashboard and Slicer Best Practices
  • Combine Pivots, Charts, and Slicers
  • Case Study: Build an Interactive Dashboard
  • Module 5 Review
  • Validate and Safeguard Data
  • Introduction to Validating and Protecting Data
  • Practice: Validation Rules and Quick Masking
  • Case Study: Spot and Fix Errors
  • Practice: Identify and Mask Sensitive Data
  • Document, Package and Share Results
  • Documenting and Sharing Your Analysis
  • Export Dashboard, Set Permissions
  • Practice: Package and Hand-Off Analysis
  • Module 6 Review

Resources