Excel Case Studies & Sample Data
Learn from real-world scenarios with comprehensive case studies and practice datasets
Featured Case Studies
Regional Sales Performance Analysis
Analyze 3 years of sales data across multiple regions and product categories. Learn to create dynamic dashboards with slicers and pivot tables.
Learning Objectives:
- ✓Build interactive sales dashboard
- ✓Analyze trends and seasonality
- ✓Create dynamic reports with slicers
- ✓Calculate YoY growth rates
Startup Financial Model & Projections
Build a comprehensive financial model for a SaaS startup including revenue projections, cash flow analysis, and scenario planning.
Learning Objectives:
- ✓Create 5-year financial projections
- ✓Build scenario analysis models
- ✓Design investor-ready dashboards
- ✓Implement sensitivity analysis
Browse by Category
All Case Studies
Employee Performance & Retention Analysis
IntermediateHuman Resources
Analyze employee data to identify patterns in performance, retention, and satisfaction. Build predictive models for turnover risk.
Inventory Management & Optimization
IntermediateOperations
Optimize inventory levels across multiple warehouses. Calculate reorder points, safety stock, and implement ABC analysis.
Digital Marketing Campaign ROI Analysis
BeginnerMarketing
Track and analyze digital marketing campaigns across multiple channels. Calculate ROI, CAC, and optimize budget allocation.
Project Portfolio Management
AdvancedProject Management
Manage a portfolio of 50+ projects with resource allocation, timeline tracking, and budget monitoring.
Customer Segmentation & RFM Analysis
AdvancedCustomer Analytics
Segment customers using RFM (Recency, Frequency, Monetary) analysis. Identify high-value customers and create targeted strategies.
Annual Budget Planning & Tracking
BeginnerFinance
Create and track departmental budgets with variance analysis and forecasting. Perfect for small to medium businesses.
Supply Chain Network Optimization
ExpertOperations
Optimize a complex supply chain network with multiple suppliers, warehouses, and distribution centers.
Real Estate Investment Analysis
IntermediateReal Estate
Analyze real estate investments with cash flow projections, ROI calculations, and sensitivity analysis.
📊 Practice Datasets
Download these sample datasets to practice your Excel skills. Each dataset is cleaned and ready for analysis.
Sales Transactions Dataset
100,000 sales transactions with customer, product, and geographic data
Columns included:
Employee Records Dataset
10,000 employee records with demographic and performance data
Columns included:
Financial Time Series Data
5 years of daily stock prices for 50 companies
Columns included:
E-commerce Transactions
Online store data with customer behavior and product details
Columns included:
How to Use Case Studies
Download Materials
Each case study includes sample data, instructions, and solution files. Download all materials to get started.
Follow Instructions
Work through the step-by-step guide. Try to complete each objective before checking the solution.
Compare Solutions
Review the provided solution to learn best practices and alternative approaches to solving the problem.
📈 Recommended Learning Path
Beginner
- • Budget Planning
- • Marketing Campaign ROI
- • Basic Sales Analysis
Intermediate
- • Regional Sales Analysis
- • HR Analytics
- • Inventory Management
Advanced
- • Financial Modeling
- • Customer Segmentation
- • Project Portfolio
Expert
- • Supply Chain Optimization
- • Advanced Forecasting
- • Custom Solutions
💡 Pro Tips for Case Studies
Best Practices
- •Always create a backup before starting
- •Document your approach and formulas
- •Test edge cases with the data
- •Focus on automation and scalability
Common Challenges
- •Data cleaning takes time - be patient
- •Performance may slow with large datasets
- •Complex formulas need documentation
- •Version control is important