Analyzing Data with Excel

This 3-day course teaches how to use Excel as a Business Intelligence tool.

Czas trwania

3 dni

cena szkolenia netto

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Kod szkolenia

MS-20779

Profil uczestnika

  • This course is intended for both novice and experienced programmers who have a minimum of three months programming experience and have basic Windows navigation skills.
  • This course is intended for anyone responsible for analyzing data with Excel.
  • The course will likely be attended by SQL Server report creators who are interested in alternative methods of presenting data.

Agenda

Module 1: Data Analysis in Excel

This module looks at the classic Excel dashboard and at ways to extend it.

Lessons 

  • Classic Data Analysis with Excel
  • Excel Pivot Tables
  • Limitations of Classic Data Analysis

Lab : Building a Classic Excel Dashboard

  • Filtering and Formatting Data
  • Building a Pivot Table
  • Building a Pivot Chart
  • Building a Dashboard

After completing this module, students will be able to:

  • Describe classic data analysis with Excel
  • Describe Excel pivot tables 
  • Describe the limitations of classic data analysis with Excel

Module 2: The Excel Data Model

This module looks at the classic Excel data model and at ways to extend it.

Lessons 

  • Using an Excel Data Model
  • DAX

Lab : Explore an Excel Data Model

  • Create Calculated Columns
  • Format Data Model Data
  • Create Measures
  • Analyze the Data

After completing this module, students will be able to:

  • Describe an Excel data model
  • View data within an Excel data table 
  • Describe DAX

Module 3: Importing Data from Files

This module looks at pre-formatting and importing CSV files.

Lessons 

  • Importing Data into Excel
  • Shaping and Transforming Data
  • Loading Data

Lab : Importing Data from a CSV File

  • Import and Transform Data from a CSV File
  • Add Data from a Folder

After completing this module, students will be able to:

  • Import data into excel.
  • Shape and transform data. 
  • Load data.

Module 4: Importing Data from Databases

This module looks at how to import data into Excel from a SQL Server database.

Lessons 

  • Available Data Sources
  • Previewing, Shaping, and Transforming Data
  • Table Relationships and Hierarchies
  • Loading Data

Lab : Import Data from Multiple Sources

  • Import Data from SQL Server
  • Import Data from a CSV File
  • Create a Data Table

After completing this module, students will be able to:

  • Identify available data sources.
  • Preview, shape, and transform data. 
  • Explain table relationships and hierarchies.
  • Load data from various sources.

Module 5: Importing Data from Excel Reports

This module describes how to import data from a report.

Lessons 

  • Importing Data from Excel Reports
  • Transforming Excel report Data

Lab : Importing Data from a Report

  • Import Data from Excel
  • Transform the Excel Data
  • Load the Data into an Excel Data Model

After completing this module, students will be able to:

  • Import data from Excel reports.
  • Transform Excel report data.

Module 6: Creating and Formatting Measures

This module describes how to create and format measures.

Lessons 

  • DAX
  • Measures
  • Advanced DAX Functions

Lab : Creating Measures using Advanced DAX Functions

  • Last year comparison
  • Year to date
  • Market Share

After completing this module, students will be able to:

  • Explain what DAX is and when to use it.
  • Describe a measure. 
  • Use some of the advanced functions within DAX.

Module 7: Visualizing Data in Excel

This module describes how to visualize data in Excel.

Lessons 

  • Pivot Charts
  • Cube Functions
  • Charts for Cube Functions

Lab : Data Visualization in Excel

  • Create a Tabular Report
  • Create a Pivot Chart
  • Add Slicers to Charts

After completing this module, students will be able to:

  • Create and refine a pivot chart.
  • Describe cube functions and when to use them. 
  • Describe a number of charts for use with cube functions.

Module 8: Using Excel with Power BI

This module describes how to use Excel with Power BI.

Lessons 

  • Power BI
  • Uploading Excel Data to Power BI
  • Power BI Mobile App

Lab : Creating a Power BI Dashboard with Excel

  • Uploading Excel Data
  • Creating a Power BI Dashboard

After completing this module, students will be able to:

  • Describe Power Bi and the various versions available.
  • Upload Excel data to Power BI. 
  • Describe the Power BI App.

Korzyści

After completing this course, students will be able to:

  • Explore and extend a classic Excel dashboard.
  • Explore and extend an Excel data model.
  • Pre-format and import a .CSV file.
  • Import data from a SQL Server database
  • Import data from a report.
  • Create measures using advanced DAX functions.
  • Create data visualizations in Excel.
  • Create a Power BI dashboard with Excel.

Wymagane przygotowanie uczestników

Before attending this course, students must have:

  • Basic knowledge of the Microsoft Windows operating system and its core functionality. 
  • Good Knowledge of Excel spreadsheets, functions, and charts. 

Working knowledge of relational databases.

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