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Analyzing Data with Excel

Course Details
Code: 20779
Tuition (USD): $2,295.00 $2,065.50 • Classroom (3 days)
This course is available in other formats
Self-Paced
Analyzing Data with Excel (90 Day) (OD20779)

This 3-day instructor led course is designed 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.

Skills Gained

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.
  • 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.

Who Can Benefit

This course isintended for students who are experienced with analyzing data with Excel andwho wish to add BI techniques.The course willlikely be attended by SQL Server report creators who are interested inalternative methods of presenting data.

Prerequisites

Before attending this course,students must have:

  • Basic knowledge of the Microsoft Windows operating system and its core functionality.
  • Working knowledge of relational databases.
  • Extensive knowledge of Excel spreadsheets including formulas, charts, filtering, sorting, and sub-totals.
  • Basic knowledge of data analytics equivalent to having attended course 10994.
  • Basic knowledge of the Microsoft Windows operating system and its core functionality.
  • Working knowledge of relational databases.
  • Extensive knowledge of Excel spreadsheets including formulas, charts, filtering, sorting, and sub-totals.
  • Basic knowledge of data analytics equivalent to having attended course 10994.

Course Details

Outline


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
  • Formatting Data
  • Building a Pivot Table
  • Adding pivot charts and a slicer

Aftercompleting this module, students will be able to:
  • Describeclassic data analysis with Excel
  • DescribeExcel pivot tables
  • Describethe 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

Aftercompleting this module, students will be able to:
  • Describean Excel data model
  • Viewdata within an Excel data table
  • DescribeDAX

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

Aftercompleting this module, students will be able to:
  • Importdata into excel.
  • Shapeand transform data.
  • Loaddata.

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

Aftercompleting this module, students will be able to:
  • Identifyavailable data sources.
  • Preview,shape, and transform data.
  • Explaintable relationships and hierarchies.
  • Loaddata 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

Aftercompleting this module, students will be able to:
  • Importdata from Excel reports.
  • TransformExcel 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

Aftercompleting this module, students will be able to:
  • Explainwhat DAX is and when to use it.
  • Describea measure.
  • Usesome 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

Aftercompleting this module, students will be able to:
  • Createand refine a pivot chart.
  • Describecube functions and when to use them.
  • Describea 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
  • Using Power BI desktop

Aftercompleting this module, students will be able to:
  • DescribePower Bi and the various versions available.
  • UploadExcel data to Power BI.
  • Describethe Power BI App.
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