Excel Power Tools

Data Analysts:

Data analysts who want to enhance their data manipulation and modeling skills in Excel will find this course invaluable. They'll learn how to efficiently clean, transform, and analyze data using Power Query and Power Pivot.

Business Intelligence Professionals:

Professionals involved in business intelligence and reporting will benefit from this course by acquiring the tools and techniques to create interactive reports and dashboards using Excel.

Financial Analysts:

Financial analysts can leverage Power Pivot for complex financial modeling and analysis. They'll learn how to create robust financial models and perform scenario analysis.

Business Managers:

Managers looking to make data-driven decisions will find this course helpful in understanding how to extract valuable insights from data using Excel's Power Tools.

Excel Enthusiasts:

Anyone passionate about Excel and interested in exploring advanced features and capabilities will find this course exciting and enriching.

Small Business Owners:

Small business owners who handle their own data analysis and reporting can benefit from learning how to streamline data processes and create insightful reports.

• 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 DAX functions
• Create data visualizations in Excel
• Create a Power BI dashboard with Excel

Basic Excel Proficiency:
Participants should have a fundamental understanding of Excel, including familiarity with worksheets, basic functions, and formulas.

Windows Operating System:
As Power Query and Power Pivot are primarily available on the Windows version of Excel, attendees should have access to a Windows-based computer.

Excel Version:
It's recommended that participants use a version of Excel that supports Power Query and Power Pivot, such as Excel 2013 or later.

Topics Day 1: Excel Data Analysis Fundamentals

Module 1: Data Analysis in Excel

• Introduction to data analysis in Excel o Basic Excel functions and formulas for data analysis
• Data cleaning and preparation techniques
• Short exercises on data cleaning and basic analysis

Module 2: The Excel Data Model

• Understanding data models in Excel
• Relational databases vs. Excel data models
• Creating relationships between tables
• Hands-on practice in building a simple data model

Day 2: Data Import and Transformation

Module 3: Importing Data from Files

• How to import data from various file formats (e.g., CSV, text, XML)
• Data transformation using Power Query
• Combining and appending data from multiple files
• Practical exercises on importing and transforming external data

Module 4: Importing Data from Databases

• Connecting to external databases (e.g., SQL Server, Access)
• Querying and importing data o Data refresh and updates
• Hands-on experience with database connections

Module 5: Importing Data from Excel Reports

• Extracting data from Excel reports and workbooks
• Handling structured and unstructured data
• Transforming report data into usable formats
• Practical examples of Excel report data extraction

Day 3: Advanced Data Modeling and Visualization

Module 6: Creating and Formatting Measures

• Introduction to DAX (Data Analysis Expressions) for creating measures
• Building custom calculations and metrics
• Formatting and optimizing DAX measures
• Hands-on exercises in creating measures

Module 7: Visualizing Data in Excel o Creating PivotTables and PivotCharts

• Designing interactive dashboards
• Tips for effective data visualization
• Practical session on building dynamic reports

Module 8: Using Excel with Power BI

• Overview of Power BI and its integration with Excel
• Importing Excel data into Power BI o Building interactive reports and dashboards in Power BI
• Demonstrations of Power BI integration with Excel