Szkolenie Analyzing Data with Excel

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

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.

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