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Excel - Getting Started

Excel + Power Pivot - Install and First Steps

Excel Online apps are free, but they are very limited with respect to data visualization.

Microsoft’s desktop data products consist of:
Excel - built for small-scale data analysis. It’s designed to provide agile querying and assessment capabilities for data sets that consist of up to 100,000 rows. Excel is one of the most user-friendly and accessible choices for small-scale analysis.
Pivot Table - easiest and most efficient way for a non-SQL user to do a BI analysis and charting.
PowerPivot – allows import, merge and prepare data from more data sources at once (SQL, Azure, Oracle, Excel, Access…). Removes virtually all limitations on the number of rows you can analyze. Power Pivot comes installed in certain versions of Excel, but needs to be turned on. (see below)

Access - is designed for data storage. If your goal is to maintain and protect important data, Access can provide storage while still allowing basic querying and analysis functions. Good for combining multiple data sets/sources or as part of a data capture work flow.

Power Pivot Install

First Steps is owned by Microsoft and has training on PowerPivot and Excel’s standard Pivot Table and Pivot Charting features. With a library card, you can access the training library at no charge through a Puget Sound library link (e.g. Pierce County, King County).

  • Learn Excel Office Specialist play list:
  • Excel Expert playlist:
  • Specific Pivot Table and PowerPivot courses on Lynda are curated by subject for short videos on the data visualization outcomes.

Share any other useful getting started links in Meetup Discussion area -

Table of Contents

Page title Most recent update Last edited by
Volunteer and Practice Data Visualization projects August 2, 2018 5:25 AM Charlotte L.
Google Data Studio - Getting Started August 2, 2018 5:18 AM Charlotte L.
Open Source data sources June 6, 2018 5:15 AM Charlotte L.
Excel - Getting Started September 18, 2017 2:53 PM Charlotte L.
Power BI - Getting Started November 3, 2017 6:09 AM Charlotte L.
Tableau-Getting Started November 3, 2017 6:10 AM Charlotte L.
About Tacoma Visual Analytics September 18, 2017 12:48 PM Charlotte L.

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