Course Code: 5623

20779 Analyzing Data With Excel

Class Dates:
3 Days
Class Time:


  • Course Overview
  • 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.
  • Recommended Courses:

Course Details

  • 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
  • DAX
  • Lab: Explore an Excel Data Model
  • Create Calculated Columns
  • Format Data Model Data
  • Create Measures
  • 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
  • Loading 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
  • Loading Data
  • 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.
  • DAX
  • Measures
  • Advanced DAX Functions
  • Lab: Creating Measures using Advanced DAX Functions
  • Last year comparison
  • Year to date
  • Market Share
  • Module 7: Visualizing Data in Excel
  • This module describes how to visualize data in Excel.
  • 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
  • Module 8: Using Excel with Power BI
  • This module describes how to use Excel with Power BI.
  • 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