MOC 20779 - Analyzing Data with Excel

3 Days

This Analyzing Data with Excel training class teaches students 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.

This course is intended for individuals who are experienced with analyzing data with Excel and who wish to add BI techniques and for SQL Server report creators who are interested in alternative methods of presenting data.

Goals
  1. Learn to explore and extend a classic Excel dashboard.
  2. Learn to explore and extend an Excel data model.
  3. Learn to pre-format and import a .CSV file.
  4. Learn to import data from a SQL Server database.
  5. Learn to import data from a report.
  6. Learn to create measures using advanced DAX functions.
  7. Learn to create data visualizations in Excel.
  8. Learn to create a Power BI dashboard with Excel.
Outline
  1. Data Analysis in Excel
    1. Classic Data Analysis with Excel
    2. Excel Pivot Tables
    3. Limitations of Classic Data Analysis
    4. Lab: Building a Classic Excel Dashboard
      1. Formatting Data
      2. Building a Pivot Table
      3. Adding pivot charts and a slicer
  2. The Excel Data Model
    1. Using an Excel Data Model
    2. DAX
    3. Lab: Explore an Excel Data Model
      1. Create Calculated Columns
      2. Format Data Model Data
      3. Create Measures
      4. Analyze the Data
  3. Importing Data from Files
    1. Importing Data into Excel
    2. Shaping and Transforming Data
    3. Loading Data
    4. Lab: Importing Data from a CSV File
      1. Import and Transform Data from a CSV File
      2. Add Data from a Folder
  4. Importing Data from Databases
    1. Available Data Sources
    2. Previewing, Shaping, and Transforming Data
    3. Table Relationships and Hierarchies
    4. Loading Data
    5. Lab: Import Data from Multiple Sources
      1. Import Data from SQL Server
      2. Import Data from a CSV File
      3. Create a Data Table
  5. Importing Data from Excel Reports
    1. Importing Data from Excel Reports
    2. Transforming Excel report Data
    3. Lab: Importing Data from a Report
      1. Import Data from Excel
      2. Transform the Excel Data
      3. Load the Data into an Excel Data Model
  6. Creating and Formatting Measures
    1. DAX
    2. Measures
    3. Advanced DAX Functions
    4. Lab: Creating Measures using Advanced DAX Functions
      1. Last year comparison
      2. Year to date
      3. Market Share
  7. Visualizing Data in Excel
    1. Pivot Charts
    2. Cube Functions
    3. Charts for Cube Functions
    4. Lab: Data Visualization in Excel
      1. Create a Tabular Report
      2. Create a Pivot Chart
      3. Add Slicers to Charts
  8. Using Excel with Power BI
    1. Power BI
    2. Uploading Excel Data to Power BI
    3. Power BI Mobile App
    4. Lab: Creating a Power BI Dashboard with Excel
      1. Uploading Excel Data
      2. Creating a Power BI Dashboard
      3. Using Power BI desktop
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Microsoft Excel class:

  • 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.