Project Description

3 Days, Virtual, Instructor-Led
10/07/2019 – 10/09/2019     9:00am – 5:00pm
11/25/2019 – 11/27/2019     9:00am – 5:00pm
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20779: 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.  

Objectives  

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 

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. 

Prerequisite 

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 

Course 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 

  • Filtering and Formatting Data 
  • Building a Pivot Table 
  • Building a Pivot Chart 
  • Building a 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 

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 

After completing this module, students will be able to: 

  • Describe an Excel data model 
  • View data within an Excel data table 
  • Describe DAX 

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 

After completing this module, students will be able to: 

  • Import data into excel 
  • Shape and transform data 
  • Load data 

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 

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 

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 

After completing this module, students will be able to: 

  • Import data from Excel reports 
  • Transform Excel 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 

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 

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 

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 

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 

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