Getting started with Excel for Data Analysis: What I have learned so far
Wanjiru-Njoroge

Wanjiru-Njoroge @wanjirunjoroge

Location:
Nairobi Kenya
Joined:
Nov 21, 2023

Getting started with Excel for Data Analysis: What I have learned so far

Publish Date: Jun 10
1 1

In the past, when I opened Excel, it just looked like an empty grid — rows, columns, cells, and tables. It felt dry and technical, like a digital notebook without much purpose.

But once I began learning data analysis, I quickly realized Excel is far more than a basic spreadsheet tool. It's one of the most accessible and powerful platforms for working with data — especially when you're just starting out.

So, What Is Excel Really?
At first glance, Excel might seem simple. But in reality, it's a blank canvas for all kinds of data work. Whether you're analyzing finances, organizing surveys, managing inventory, or tracking student performance, Excel allows you to store, structure, and explore your data — all in one place.

It’s part calculator, part notebook, part detective. And with just a few key skills, Excel becomes your go-to tool for understanding what your data is really saying.

💼 Real-World Uses of Excel in Data Analysis
Here are just a few ways Excel is used across different industries to support data-driven decisions:

  • 📋 HR Analytics: Understanding People Through Data HR teams do more than just handle hiring paperwork. They use data to improve employee experiences and workplace performance.

Example:
An HR manager can use Excel to track employee attendance over time. With conditional formatting, they might highlight departments with the highest absence rates — helping leadership address burnout or workflow issues.

  • 📦_ Inventory and Supply Chain_: Staying on Top of Stock In retail and logistics, inventory accuracy is everything. Excel helps businesses track stock levels, monitor supplier performance, and forecast restocking needs.

Example:
A small business owner might use Excel to log incoming shipments and daily sales. With a few formulas, they can easily see which products are running low and spot delays from suppliers — before it impacts the bottom line.

  • 🏥 Healthcare Data: Improving Efficiency While Excel doesn’t replace hospital systems, it’s incredibly useful for managing non-sensitive healthcare data like appointments, staff schedules, or treatment plans.

Example:
A local clinic uses Excel to record weekly patient visits. By grouping the data by condition and visualizing trends, they can adjust staff availability and reduce wait times during peak hours.

🔍 Excel Features I’ve Come to Love
Learning Excel has also introduced me to a few powerful tools and formulas. These are some of my go-to favorites:

VLOOKUP: A lifesaver when combining datasets. I’ve used it to match product names with IDs or to connect survey results with demographic info.

Conditional Formatting: This makes patterns jump off the page — like highlighting overdue tasks, duplicate entries, or high scores.

IF Statements: Great for applying logic and flagging data — for example, labeling rows as “Pass” or “Fail” based on a score.

💭 How Excel Changed the Way I See Data
Before I learned Excel, data felt like noise — just numbers in rows and columns that didn’t mean much until someone else interpreted them.

But now? I see data as a conversation.

When I open a dataset, I instinctively ask:
Are there patterns? Outliers? Is something missing?
I use Excel to explore these questions — almost like interviewing the data. And in return, it gives me answers through charts, summaries, and calculated fields.

More importantly, Excel has made me more careful. I’ve learned to look twice before jumping to conclusions, and I’ve gained a deep appreciation for how a simple tool can surface powerful insights.

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