9 Class Hours

Instructor: David Heneke

The ability to analyze large amounts of data in a short amount of time is becoming critical in today’s business environment. This is especially true in banking, given the large amounts of data at our fingertips to provide decision useful information. Even better, effective data analytics can be done with tools that are most likely already available to you, primarily Microsoft Excel.

As a part of this course, we will start you on your data analytics journey. Regardless of your Microsoft Excel user level, we are starting with the basics that will be important to all individuals. We will then build on those basics, moving into more in-depth analysis, including ways to build routines for automated data analysis. We will work through real life examples, which will include items such as evaluating loan information, general ledger detail, employee expense reimbursements, etc.

For this course, students will need access to Microsoft Excel with a laptop. It is also preferable that students also have access to the Get & Transform functionality, also known as Power Query and Power Pivot, within Microsoft Excel. This is not necessary but would useful as we go through some of the automated capabilities of Microsoft Excel. 

Learning Objectives:

  • Define data analytics
  • Learn how to identify data needs to perform analysis
  • Understand the difference methods of data analytics
  • Learn various Microsoft Excel tools to build data analytics processes
  • Learn how to use Microsoft Excel functionality to automate analysis
  • Effectively evaluate results, identify anomalies, and develop follow-up steps


Annual School Session 

Second Year Elective Course

Competency: Innovation & Engagement