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Utilizing and teaching data tools in Excel for exploratory analysis


  • Palocsay, Susan W.
  • Markham, Ina S.
  • Markham, Steven E.


In this article we offer Excel as an introductory tool to high end business intelligence (BI) and decision support system (DSS) applications. Because it is ubiquitous, Excel can be used by all managers and business students for exploratory data analysis. We provide three key points in this utilization of Microsoft® Excel 2003: (1) manipulating records using Excel as a database, (2) creating PivotTables® and PivotCharts® using Excel for analysis, and (3) importing data using Excel as an automation container. The basic skill set defined by the above three items allows users to begin to use Excel to its full potential in finding information in business data, and it offers a key tool for future research in improving the utilization of information across organizations.

Suggested Citation

  • Palocsay, Susan W. & Markham, Ina S. & Markham, Steven E., 2010. "Utilizing and teaching data tools in Excel for exploratory analysis," Journal of Business Research, Elsevier, vol. 63(2), pages 191-206, February.
  • Handle: RePEc:eee:jbrese:v:63:y:2010:i:2:p:191-206

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    References listed on IDEAS

    1. Rau, Devaki, 2006. "Top management team transactive memory, information gathering, and perceptual accuracy," Journal of Business Research, Elsevier, vol. 59(4), pages 416-424, April.
    2. Tihanyi, Laszlo & Thomas, Wayne B., 2005. "Information-processing demands and the multinational enterprise: a comparison of foreign and domestic earnings estimates," Journal of Business Research, Elsevier, vol. 58(3), pages 285-292, March.
    3. Koschat, Martin A., 2005. "A Case for Simple Tables," The American Statistician, American Statistical Association, vol. 59, pages 31-40, February.
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    1. repec:taf:oaefxx:v:3:y:2015:i:1:p:1115618 is not listed on IDEAS
    2. Roxana POPA STRAINU & Mircea GEORGESCU, 2015. "Support Management Decisions In Small And Medium Companies," Review of Economic and Business Studies, Alexandru Ioan Cuza University, Faculty of Economics and Business Administration, issue 16, pages 167-181, December.


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