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Lesson 1

Start Here: How the Excel Track Works

Five weeks, twenty classes, two datasets and one pod project: the plan, the files and how to set up Excel.

Webbo3 Data Analytics Cohort 2: Excel Track 13 min read Free

Webbo3 Data Analytics · Cohort 2 · Excel Track · Start Here

Start Here: How the Excel Track Works

Five weeks, twenty classes, two datasets and one pod project. Read this once before Week 1 and you will always know where you are and what comes next.

By the end of this class you can

  • Explain how the five weeks are organised and what changes after Week 1
  • Tell the difference between a live class and a virtual class, and what each expects of you
  • Download the TechPlug Sales Workbook and know what Verdant Foods Nigeria is for
  • Check that your Excel can do everything this track needs
  • Read every lesson pane: the formula bar, the grid, the click paths

This track teaches you to take a messy spreadsheet and turn it into a decision. Not to memorise buttons: to look at a business's data, see what is wrong with it, fix it, ask it questions and show the answer on one page that a manager can act on.

Everything here was built for beginners. If you have never written a formula, you are in the right place. If you have, Week 1 will still change how you think about the formulas you already know.

1. How This Track Is Organised

The ruleWhat it means for you
5 weeks, 20 classesEvery week has 2 live classes and 2 virtual classes, always in the order Live 1, Virtual 1, Live 2, Virtual 2.
Week 1 is differentWeek 1 is about data analysis itself. There are no formulas yet. You need to understand why before you touch the tool.
Two datasetsThe TechPlug Sales Workbook is used in every class for teaching and practice. Verdant Foods Nigeria is used only for your pod project.
The pod project runs Weeks 2 to 5Each week you apply that week's skills to Verdant Foods. By Week 5 you have one complete analytics project, from a raw file to a dashboard.

Live Classes and Virtual Classes

A live class is taught by your tutor in real time. You watch, you follow along on your own laptop, and you ask questions while the idea is fresh. Each live class has a lesson page here, so you can read it before class to prepare, or after class to go over what you missed.

A virtual class is your independent practice time. Nobody is teaching; you are doing. The lesson page tells you exactly what to build, step by step, and shows you what your screen should look like when you are right. Virtual classes are where the learning sticks, so do not skip them.

The One Habit That Matters Most

Keep Excel open beside the lesson and do every step yourself as you read. Reading about a formula teaches you almost nothing. Typing it, getting it wrong and fixing it teaches you everything.

2. The Five Weeks at a Glance

WeekThemeLive classesVirtual classesPod task
1Data analysis foundationWhat is data analysis? The Excel interface, data types, importing a CSVThe workflow in real life. Spotting data quality issuesNone. You are orienting yourself
2Data cleaning and text functionsDuplicates and blanks. TRIM, PROPER, CLEAN, FIND, SUBSTITUTEBlank handling and LEFT, RIGHT, MID, LEN. Text cleaning practiceClean the Verdant Foods data
3Formulas and analysis functionsHow formulas work, SUM to MAX, IF, IFS, AND, OR. SUMIFS, COUNTIFS, AVERAGEIFSCalculated columns and conditional formatting. Conditional aggregation practiceAnalyse Verdant Foods: 8 business questions
4Lookups, PivotTables and Power QueryVLOOKUP, XLOOKUP, INDEX and MATCH. PivotTables, PivotCharts, slicers, Power QueryLookups and data validation. PivotTable practiceBuild the Verdant Foods dashboard
5Dashboard design, review and submissionDashboard design principles. Track review and SQL previewReview and peer feedback. Final pod reviewSubmit the complete workbook

Notice the rhythm. A live class introduces an idea. The virtual class after it makes you use that idea on your own. The last virtual class of each week moves the same skill onto your pod project. By the time you touch Verdant Foods, you have already done the same thing twice on TechPlug.

3. Dataset 1: The TechPlug Sales Workbook

TechPlug sells electronics from 10 branches across Nigeria: Lagos Island, Lagos Mainland, Ibadan, Kano, Kaduna, Enugu, Abuja, Port Harcourt, Warri and Jos. Its workbook records 1,070 sales from 1 January to 31 March 2024, one row per sale. You will open it in Week 1, clean it in Week 2, question it in Week 3, look things up and summarise it in Week 4, and present it in Week 5.

The workbook has four tabs:

TabWhat it holds
Cleaning ProcessTen steps, in order, for cleaning the Sales Data sheet. Week 2 follows them
Sales DataThe 1,070 sales, with real mistakes in them. Almost every class uses it
Product CatalogueAll 20 products: ID, name, category, brand, price, VAT and warranty. Week 4 looks things up in it
Staff DirectoryAll 10 sales staff: ID, name, branch, region, zone, manager and contract. Week 4 looks things up in it too

The Sales Data sheet has twelve columns:

ColumnWhat it holdsType
Transaction_IDA code for each sale, such as TP-0892Text
DateThe day of the saleDate
Product_IDThe product's code in the Product Catalogue, PRD-001 to PRD-020Text
Product_NameFrom a Logitech mouse to an iPhone 14Text
CategoryAccessories, Appliances, Laptops, Smartphones, TelevisionsText
QuantityHow many units were soldNumber
Unit_PriceThe price of one unit, in NairaNumber
Staff_IDThe seller's code in the Staff Directory, EMP-001 to EMP-010Text
Staff_NameWho made the saleText
BranchWhere the sale happenedText
Customer_TypeRetail, Wholesale or CorporateText
Payment_MethodCash, POS, Transfer or CreditText

The Sales Data sheet is not perfect, on purpose. Real data never is. Finding what is wrong with it is your Week 1 virtual class, so we will not spoil it here.

TechPlug Sales Workbook: download the files

Download everything as one zip file (techplug-sales-workbook.zip)

Save the files in one folder you can find again, for example Documents > Webbo3 Excel Track. Keep the downloaded workbook untouched as your original, and work on a copy.

4. Dataset 2: Verdant Foods Nigeria (Your Pod Project)

Verdant Foods Nigeria makes packaged food: drinks, snacks, cereals and condiments sold across five regions. Its file has 470 rows and ten columns, and it has four kinds of problems baked in deliberately: duplicate rows, blank quantities, inconsistent category names and dates in the wrong format.

Your tutor sends it at the start of Week 2, before your first class that week, and the Week 2 pod task page has the download link. With your pod, you will:

WeekWhat your pod does with Verdant Foods
2Cleans it, and records every fix in a Cleaning Log
3Adds a Revenue column and answers 8 business questions with formulas
4Builds a one-page dashboard from it
5Improves the dashboard from feedback and submits the whole workbook

Why a second dataset? Because following your tutor on TechPlug proves you can follow. Doing the same work on a file nobody has cleaned for you proves you can do it. That second thing is what an employer is paying for.

5. Setting Up Excel

Which Excel Do You Have?

Open Excel, then File > Account and look under Product Information. Every function in this track works in Microsoft 365, Excel 2021 and Excel 2024. Two of them are newer than some laptops:

Your ExcelIFS (Week 3)XLOOKUP (Week 4)What to do
Microsoft 365, Excel 2021 or 2024YesYesNothing. You are ready
Excel 2019YesNoUse nested IF and INDEX + MATCH, which the lessons also teach, or use Excel for the web for Week 4
Excel 2016 or olderNoNoUse Excel for the web for the whole track
Excel for the web (free)YesYesGo to office.com, sign in with any Microsoft account, open Excel
Excel for the Web Is Real Excel

It is free, it runs in your browser, and it has every function this track uses. PivotTables, slicers and conditional formatting all work. The only feature you will miss is the full Power Query editor, which gets a 15-minute introduction in Week 4 and is taught properly in the Power BI track.

On a Mac

Everything works the same. Where a lesson says Ctrl, press Cmd. The ribbon tabs have the same names, though a few buttons sit in slightly different places; when in doubt, use the search box at the top of the Excel window and type the name of the button.

6. How to Read the Lessons

There is no programming in this track, so you will not see code editors. Every example is drawn as the part of Excel you are looking at. Before each one, a strip tells you what the example is for. Here is one from Week 3, so you know how to read it:

What this formula doesWe want to work out what each sale is worth by multiplying the number of units by the price of one unit, then copy that calculation down every sale.
XTechPlug_Sales_Workbook.xlsx - Excel
After Enter and Fill Down
M2
fx
=F2*G2
A⋯FG⋯M
1Transaction_IDQuantityUnit_PriceRevenue
2TP-08923380,0001,140,000
3TP-0785475,000300,000
4TP-0210728,000196,000
5TP-03431250,000250,000
6TP-0238218,00036,000
7TP-04742250,000500,000
8TP-0162645,000270,000
9TP-09621045,000450,000
Filled down from M2 to M1071: 1,070 rows. Rows 2, 3, 4, 5, 6, 7, 8, 9 shown.
Cleaning ProcessSales DataProduct CatalogueStaff Directory
Part of the paneWhat it tells you
The green title barWhich workbook you are in
The box on the left (Name Box)Which cell is selected. Here, M2
fx and the formulaExactly what is typed in that cell. Each reference is coloured the way Excel colours it while you type, and the column it points to is shaded in the same colour
The gridThe sheet after you press Enter: column letters across the top, row numbers down the side. The dotted columns are ones we skipped to keep the picture small
The line under the gridHow far the formula was copied down, and which rows are shown
The tab at the bottomWhich sheet you are on

Every value in every pane is real. The formula was typed into a workbook holding the actual course file and calculated by a spreadsheet engine; nothing was typed in by hand. So if your Excel shows a different number, the difference is a clue: a range that stops too early, a cell that is not cleaned, a typo in the formula. The lesson is telling you what correct looks like.

A click path looks like this

1.Data › Filter
2.Click the arrow on the Quantity header › Untick (Select All) › Tick (Blanks) › OK

A click path is a list of things to click, in order. Each numbered line is one action. Ribbon tabs (Home, Insert, Data) come first, then the button on that tab.

7. All 22 Topics and Where They Are Taught

#TopicWhenFormat
1What is Data Analysis?Week 1, Live 1Live
2Types of Data and Data SourcesWeek 1, Live 1Live
3The Analytics WorkflowWeek 1, Live 1Live
4Tools Overview (Excel, SQL, Power BI)Week 1, Live 1Live
5Excel Interface and NavigationWeek 1, Live 2Live
6Data Types in ExcelWeek 1, Live 2Live
7Importing CSV FilesWeek 1, Live 2Live
8Identifying Data Quality IssuesWeek 1, Virtual 2Virtual
9Removing Duplicates and Handling BlanksWeek 2, Live 1Live
10LEFT, RIGHT, MID, LEN, FIND, SUBSTITUTEWeek 2, Virtual 1 and Live 2Virtual and Live
11TRIM, PROPER, UPPER, LOWER, CLEANWeek 2, Live 2Live
12Understanding FormulasWeek 3, Live 1Live
13SUM, AVERAGE, COUNT, MIN, MAXWeek 3, Live 1Live
14IF and Nested IFWeek 3, Live 1Live
15IFS, AND, ORWeek 3, Live 1Live
16Conditional FormattingWeek 3, Virtual 1Virtual
17SUMIF and SUMIFSWeek 3, Live 2Live
18COUNTIF and COUNTIFSWeek 3, Live 2Live
19AVERAGEIF and AVERAGEIFSWeek 3, Live 2Live
20XLOOKUP, INDEX and MATCH, Data ValidationWeek 4, Live 1 and Virtual 1Live and Virtual
21PivotTables, PivotCharts and SlicersWeek 4, Live 2Live
22Power Query IntroductionWeek 4, Live 2Live

Week 5 has no new topics. It is for making your dashboard better, giving and receiving feedback, reviewing all 22 topics and submitting your project.

8. How Your Pod Works on the Project

  • Your pod keeps one shared workbook for Verdant Foods, in the shared folder your tutor gives you. Everyone works in the same file, so everyone can see what has been done.
  • The workbook grows by one tab each week: Raw Data and Cleaning Log and Cleaned Data in Week 2, Analysis in Week 3, Dashboard in Week 4.
  • The Raw Data tab is never edited. Ever. If something goes wrong, it is how you start again.
  • Every change to the data is written in the Cleaning Log: what, which column, how many rows, how. An analyst who cannot say what they changed cannot be trusted with the result.
  • Agree in your pod who does which part each week, but make sure every member can explain every tab. Your tutor may ask any of you.
Two People, One Cell

If two pod members edit the same cells at the same time in a shared workbook, one person's work can overwrite the other's. Split the work by tab or by column, and tell your pod in the group chat before you start changing something.

Picture This

Picture a kitchen. Week 1, you learn what cooking is for and where everything is kept. Week 2, you wash and cut. Week 3, you cook. Week 4, you plate. Week 5, someone tastes it, you adjust the seasoning, and you serve it. TechPlug is the dish you cook with the chef. Verdant Foods is the one you cook with your team.

Before Week 1

Tick Before You Move On

  • ☐ I have downloaded the TechPlug Sales Workbook into one folder
  • ☐ I know which version of Excel I have, and whether I need Excel for the web for Week 4
  • ☐ I can open the workbook and find its four tabs, and the 1,070 sales on Sales Data
  • ☐ I know the difference between a live class and a virtual class
  • ☐ I know that Verdant Foods arrives at the start of Week 2, for my pod project
  • ☐ I can read a lesson pane: the Name Box, the formula, the grid and the sheet tab

Quick Recap

Five weeks, twenty classes: two live and two virtual every week. Week 1 is the foundation, with no formulas. Weeks 2 to 4 each add a skill. Week 5 is review and submission. TechPlug is for learning in class. Verdant Foods is for proving it with your pod. Every number in every lesson is real, so a different number on your screen is a clue.

Next, Week 1, Live 1: what data analysis actually is, the four kinds of question it answers, and the five-step workflow every analyst follows, before we open Excel at all.

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