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    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 Power Query Power Pivot Tables, Pivot Charts, the Excel Data Model, and Power BI.

    Audience Profile

    This course is intended for anyone responsible for analyzing data with Excel.
    The course will likely be attended by SQL Server report creators who are interested in alternative methods of presenting data.

    At Course Completion

    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


    Module 1: Data Analysis in Excel

    This module looks at the classic Excel dashboard and at ways to extend it.

    ◾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.

    ◾Using an Excel Data Model

    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.

    ◾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.

    ◾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.

    ◾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.

    ◾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.

    ◾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.

    ◾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.


    Before attending this course, students must have:
    ◾Basic knowledge of the Microsoft Windows operating system and its core functionality
    ◾Good Knowledge of Excel spreadsheets, functions, charts and pivot tables
    ◾Working knowledge of relational databases


    Online Event


    Live Online Training

    Get the same training you expect in the classroom without leaving your office or home. These are NOT recorded classes. They are LIVE sessions with an expert instructor. We use the latest in video conferencing technologies and audio so you can confidently participate in any class just like being right there in person. We guarantee the effectiveness of our online training delivery approach that we will give you your money back if you are not totally satisfied.  Ask us for a demo.

    Online class requirements:

    • Moderate to fast Internet
    • A phone or computer headset is required in order to hear the instructor/moderator). You can use Computer Audio (VoIP) or you can dial in from a regular phone.  For convenience, we recommend a hands-free headset or phone.
    • Training software must be installed on your computer (trial versions are acceptable)
    • RECOMMENDED: Dual Monitors or computers. For optimal online learning experience, we recommend participants have dual monitors or two computers. Your online classroom credentials allow you to join multiple times from multiple computers. Participants should use one monitor or computer to view the instructor’s shared screen and another monitor or computer to work with the software.

    What happens when you enroll in an online class

    When you register for an online class, you will receive a welcome email followed by login access to the Citrix GoToTraining virtual classroom. A workbook (printed copy or eBook) will be sent to you prior to the start of class.

    Online Training Advantages

    Convenience: You don’t have to travel and can attend from your home, office or anywhere with an internet connection. Our online classes are conducted using GoToTraining, a more robust version of the popular GoToMeeting screen sharing and conferencing platform. To accommodate multiple time zones, courses are typically scheduled from 10am – 5pm Eastern with a one-hour lunch break at 12:30 – 1:30 pm Eastern and a 10-minute break in the morning and afternoon. When conducting custom online course for your group, class times can be modified to accommodate your timezone.

    Interactive Learning: Our online training is fully interactive. You can speak and chat with the instructor and classmates at any time. Various interactive techniques are used in every class. Our small class sizes (typically 4 – 8 students), allow our instructors to focus on individual performance and issues and to work closely with you to meet your unique needs. Classes are designed to be a hands-on learning experience, providing opportunities for you to try your new skills while the instructor is available for review, questions, and feedback. You have the option to give the instructor permission to view your computer to provide one-on-one assistance when needed.

    GSA Schedule: 47QTCA19D008F