Analyzing Data with Excel

Duration: 3 days

Level: All levels

English

Overview

About this course

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 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.

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.

Objective

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.

Curriculum

16 Sections
47 Lessons
3 Days

Expand all sectionsCollapse all sections

Module 1: Data Analysis in ExcelThis module looks at the classic Excel dashboard and at ways to extend it.
3
Module 1 Lab : Building a Classic Excel Dashboard
After completing this module, students will be able to: Describe classic data analysis with Excel Describe Excel pivot tables Describe the limitations of classic data analysis with Excel.
3
Module 2: The Excel Data ModelThis module looks at the classic Excel data model and at ways to extend it.Lessons
2
- 4.1
  Using an Excel Data Model
- 4.2
  DAX
Module 2 Lab : Explore an Excel Data Model
After completing this module, students will be able to: Describe an Excel data model View data within an Excel data table Describe DAX
4
Module 3: Importing Data from FilesThis module looks at pre-formatting and importing CSV files.
3
Module 3 Lab : Importing Data from a CSV File
After completing this module, students will be able to: Import data into excel. Shape and transform data. Load data.
2
- 7.1
  Import and Transform Data from a CSV File
- 7.2
  Add Data from a Folder
Module 4: Importing Data from DatabasesThis module looks at how to import data into Excel from a SQL Server database.
4
Module 4 Lab : Import Data from Multiple Sources
After completing this module, students will be able to: Identify available data sources. Preview, shape, and transform data. Explain table relationships and hierarchies. Load data from various sources.
3
Module 5: Importing Data from Excel ReportsThis module describes how to import data from a report.
2
- 10.1
  Importing Data from Excel Reports
- 10.2
  Transforming Excel report Data
Module 5 Lab : Importing Data from a Report
After completing this module, students will be able to: Import data from Excel reports. Transform Excel report data.
3
Module 6: Creating and Formatting MeasuresThis module describes how to create and format measures.
3
Module 6 Lab : Creating Measures using Advanced DAX Functions.
After completing this module, students will be able to: Explain what DAX is and when to use it. Describe a measure. Use some of the advanced functions within DAX.
3
Module 7: Visualizing Data in ExcelThis module describes how to visualize data in Excel.
3
Module 7 Lab : Data Visualization in Excel
After completing this module, students will be able to: Create and refine a pivot chart. Describe cube functions and when to use them. Describe a number of charts for use with cube functions.
3
Module 8: Using Excel with Power BIThis module describes how to use Excel with Power BI.
3
Module 8 Lab : Creating a Power BI Dashboard with Excel
After completing this module, students will be able to: Describe Power Bi and the various versions available. Upload Excel data to Power BI. Describe the Power BI App.
3