9:00am - 4:30pm
The main purpose of the course is to give students the ability to add BI techniques to Excel data analysis. The course goes beyond the capabilities of tables and charts and uses Pivot Charts, the Excel Data Model, and Power BI.
Audience 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.
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.
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.
Module 1: Data Analysis in Excel This module looks at the classic Excel dashboard and at ways to extend it.
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
Module 2: The Excel Data Model This module looks at the classic Excel data model and at ways to extend it.
Using an Excel Data Model
Lab: Explore an Excel Data Model
Create Calculated Columns
Format Data Model Data
Analyze the Data
Module 3: Importing Data from Files This module looks at pre-formatting and importing CSV files.
Importing Data into Excel
Shaping and Transforming Data
Lab: Importing Data from a CSV File
Import and Transform Data from a CSV File
Add Data from a Folder
Module 4: Importing Data from Databases This module looks at how to import data into Excel from a SQL Server database.
Available Data Sources
Previewing, Shaping, and Transforming Data
Table Relationships and Hierarchies
Lab: Import Data from Multiple Sources
Import Data from SQL Server
Import Data from a CSV File
Create a Data Table
Module 5: Importing Data from Excel Reports This module describes how to import data from a report.
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
Module 6: Creating and Formatting Measures This module describes how to create and format measures.
Advanced DAX Functions
Lab: Creating Measures using Advanced DAX Functions
Last year comparison
Year to date
Module 7: Visualizing Data in Excel This module describes how to visualize data in Excel.
Charts for Cube Functions
Lab: Data Visualization in Excel
Create a Tabular Report
Create a Pivot Chart
Add Slicers to Charts
Module 8: Using Excel with Power BI This module describes how to use Excel with 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