20779-03 Analyzing Data with Excel

Code: 20779-03
Course duration: 3 days
Price:

20779-03 Analyzing Data with Excel 

Course Description 

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. 

Who Should Attend 

This course is intended for students who are experienced with analyzing data with Excel and who wish to add BI techniques. The course will likely be attended by SQL Server report creators who are interested in alternative methods of presenting data. 

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 

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 

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 

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 

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 

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 

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 

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 

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 

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. 

 

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