All Excel classes include
Free retake
Detailed curriculum
Live instructor
Flexible rescheduling
Certificate of Completion
Small class sizes
Course recording
Skills learned in the introductory to Excel course
- Use filters, data validation, and conditional formatting to ensure data quality
- Clean and structure usability and survey data using Excel
- Create PivotTables to explore task success rates and user group trends
- Apply formulas to calculate UX metrics including AVERAGE, COUNTIF, and SUMIF
- Build charts including bar, line, pie, and histograms to visualize research findings
- Analyze Likert scale responses and segment survey results by persona
- Highlight and articulate themes from research findings
- Assemble and export research summaries with supporting visuals
Please call 800-851-9237 or 781-376-6044 to schedule a course.
Excel UX Research Course Topics
Data preparation for UX research
Learn how to clean, organize, and prepare usability and survey datasets:
Format as Table for structured filtering and sorting
- Fix inconsistent labels and remove duplicates
- Use filters and Data Validation for data quality control
Exploring usability patterns with pivot tables
Summarize and explore user task data:
- Calculate task success/failure rates, average completion time, and error counts
- Use PivotTables with slicers to segment by user group or task type
Calculating ux metrics with formulas
Apply essential Excel formulas to extract meaning from usability data:
- Use AVERAGE, COUNTIF, SUMIF, IF, and ROUND
- Identify high-friction tasks and underperforming participant groups
Visualizing quantitative UX insights
Create stakeholder-ready visuals:
- Build bar, line, histogram, and pie charts to display success rates, time-on-task, or error trends, etc.
- Customize chart layouts, colors, and labels for clarity and storytelling
Survey analysis
Analyze user satisfaction and sentiment:
- Work with Likert scale and rating questions
- Visualize survey results by persona or segment
Working with coded qualitative feedback
Visualize patterns in interviews or open-text data:
- Apply conditional formatting to coded themes (e.g., confusion, delight)
- Highlight sentiment and frequency across user comments
- Track review status using icons or color coding
Building a UX research summary
Assemble insights into a usable research deliverable:
- Combine charts, metrics, and qualitative highlights
- Create a one-page UX research summary with supporting visuals
- Set up a reusable dashboard format for future reports
Exporting and sharing results
Learn how to finalize and distribute findings:
- Set print areas and layout views for a polished presentation
- Export summary and visuals
- Use templates to speed up future reporting cycles
Excel course instructors
AGI instructors are Excel professionals and skilled teachers. You'll learn from a live Excel professional that brings years of experience that will help you learn Excel quickly and easily.
Grace
MS, Information Design
BA, Digital Communications
Adjunct Professor, St. Olaf
Shirley
MLA, Harvard
MS, Bentley
BS, Bentley
Elizabeth
BS, Finance
Teaching Assistant, Virginia Tech
Accounting & Finance Roles
Custom and private Excel classes
This Excel course is available as a private class. Curriculum can be customized for your specific needs. Excel classes can be delivered at your location, online, or in our classrooms. For more information, call 781-376-6044 to speak with a training consultant or contact us.
Who should attend this Excel UX research course
This Excel for UX Research course is ideal for UX researchers, designers, and product professionals who work with usability testing, surveys, or qualitative user feedback and want to strengthen their ability to analyze and present findings using Excel. Whether you're new to Excel or have basic familiarity, this workshop is designed to build confidence with essential tools and techniques specifically tailored for UX workflows. It's especially valuable for those responsible for communicating research insights to stakeholders through data-informed visuals, summaries, and reports. If you're looking to streamline your research process, uncover usability patterns, or create compelling data-driven deliverables, this workshop is for you.
If you are attending this Excel course in our classrooms, a computer with software is provided. If attending online, you will need Excel installed on your computer to participate in the exercises, labs, and projects that are part of this course.
Why attend this Excel UX research course
This course teaches you the skills to turn raw UX reserch data into meaningful insights that are easily presentable and drive design decisions. You’ll learn practical Excel techniques tailored specifically for analyzing usability test results, survey data, and qualitative feedback. By the end of the workshop, you’ll be able to quickly identify patterns, create stakeholder-ready visuals, and deliver clear, data-informed research summaries. This course provides an opportunity to boost your analytical confidence and make your research reporting more efficient.
You can attend this Excel class with a live instructor online or in-person. You can also schedule this as a corporate Excel training for your group or organization or as private Excel training.
Frequently Asked Questions for Excel course for UX Research
Which Excel course covers Pivot tables and V LOOKUP?
You will learn Pivottables and VLOOKUP in the intermediate Excel course. These topics are covered in-depth with hands-on projects, and the ability to ask questions from a live instructor.