Course Excel Business Intelligence using Excel Power Tools
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Course Duration
1 Day
This course is split into 3 main areas:

1. Get and Transform (Power Query)
2. Power Pivot - Data Models and DAX calculations
3. Dashboard Creation with Pivot Tables, Charts and Slicers

It is aimed at users who want to analyse data from multiple sources and want to create effective data dashboards.
This course will be delivered on Excel 2016 or above and using generic data files that aim to appeal to a wide audience.
Public Scheduled Dates
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Public scheduled prices per delegate +VAT
Private Courses
Private courses start from £745 for up to 8 delegates
Prerequisites
    • Delegates should have attended our Excel Level 3 course, or have equivalent knowledge.
Objectives
    • Confidently use the Get and Transform query tools
    • Write clever and effective queries to have data ready for analysis
    • Create simple, clear data models in PowerPivot
    • Use these data models to create pivot tables based on multiple tables
    • Build dashboards that give powerful insights and powerful visuals
    • Start to use the DAX language for more in-depth analysis of data
    • Create and display hierarchies and KPIs in Excel
What's included
    • Lunch and refreshments when training is delivered at our training venues
    • Comprehensive course materials and exercises
    • Telephone and Email Support
Course Content
  • Get and Transform (Power Query)
    Introduction to Get and Transform
    Understanding the interface
    Create and Edit a simple query
    Common Data Import Sources
    Working with CSV, Text, Excel Files
    Other Sources
    Importing multiple files
    Working with Web data
    Working with Columns
    Name, Move, Split, Merge, Remove
    Filtering and Sorting
    Using Auto-Filter
    Sorting
    Using Number, Text and Date Filters
    Filtering Rows by Range
    Changing Values in a Table
    Replacing Values
    Transformations: - Text; Number; Date/Time
    Replacing Missing Values
    Table Transformations
    Unpivoting Columns to Rows
    Transposing a Table
    Creating Custom Columns
    Append Queries
    Two Data sets
    Multiple Tables
    Working with formula queries
    Loading Data
    Loading Data into a Worksheet
    Loading Data into the Excel Data Model
    Power Query and Table Relationships
    Refreshing Queries Manual & Auto
  • Power Pivot
    Building Data Models
    Create relationships between tables
    One-to-Many Relationships
    Deriving relationships from data sources with the Relationships tool and the Diagram View
    Hiding tables from View
    Excel Tables
    Why Excel Tables are important
    Using Slicers to filter data
    Adding Linked Tables to the Data Model
    Building DAX (Data Analysis eXpressions) Formulas
    Formula basics
    DAX Data Types
    DAX Operators
    Defining Calculated Columns
    DAX Measure Examples
    RELATED(), CALCULATE(), SWITCH()
    Working with Dates
    Why a Date (Calendar) Table is required
    Generate a Date Table
    Mark as a Date Table
    Grouping dates for time analysis
    Comparing and categorising time periods with Time Intelligence functions
    KPIs - Setting key business targets
    Analysing performance with calculated fields
    Gauging performance against goal
  • Dashboard Creation with Pivot Tables, Charts and Slicers
    Excel Pivot Tables Recap
    Understanding the structure
    Changing the Layout
    Using filters
    Grouping data for ad-hoc subtotals
    Creating PivotTables with PowerPivot
    What's different in a PowerPivot Pivot Table?
    Creating a PivotTable with Power Pivot data
    Using the Field list with the Data Model
    How Drill-down differs in Power Pivot
    Using Slicers to Filter Data
    Using Slicers
    Connecting Slicers to more than one PivotTable or Chart
    Dashboards
    Presenting and analysing data with PivotCharts
    Drilling down into data using a hierarchy
    Managing data with perspectives

 

Latest Course Reviews
"I found learning about data relationships and models particularly helpful. More generally, being able to build a report excel dashboard from scratch is going to change the way I work for the better."

N.B. DCC, Excel Business Intelligence using Excel Power Tools

Following this training what are you going to do differently "I am going to use excel power tools with significantly more confidence and develop more intuitive dashboards."

N.B. DCC, Excel Business Intelligence using Excel Power Tools

"The course flew by and the course convenor was very good at their job. Will definitely be using ITTS courses in the future."

N.B. DCC, Excel Business Intelligence using Excel Power Tools

"Trainer was great! Very enthusiastic. Delivered extremely well and user friendly "

D.B. Edinburgh Woolen Mill, Excel Business Intelligence using Excel Power Tools

"The whole course has been beneficial and informative"

N.E. Engie, Excel Business Intelligence using Excel Power Tools

 

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Your Excel course can be delivered online or in-person.  You can choose your Excel path with introduction to advanced levels. Master Excel Business Intelligence and Power Tools, VBA and more.  Learn in-person or online with our virtual classrooms.  Your course can be delivered online, at your office or at one of our training venues, it's your choice. Small class sizes. Course materials included. Flexible course content. Expert trainers and tried & tested training methods. Course materials available online using your personal training account.  You can master Excel, please contact us to book a place or request a quote.
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Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
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Printed:4/20/2024 2:58:52 AM