BI and Data Analysis using Excel Power Tools

Microsoft Excel is a popular application when it comes to data analysis. Excel is equipped with built-in data power tools, which include PivotTables, Power Query and PowerPivot.

This course is designed to explore a combination of new and revised data tools and features found in Microsoft Excel and is aimed at anyone who needs to work with Excel to connect to, arrange, prepare, process, analyse and display data to produce suitable output and views of data for use at all levels within an organisation.

• Understand the concepts of data
• Import and connect to data
• Prepare data using Power Query Editor
• Connect to and model data using Power Pivot
• Use DAX formulas in Power Pivot to analyse data
• Visualise and present data using PivotTables, PivotCharts and conditional formatting

Delegates must be existing Excel users who have attended our Excel Advanced (QAEXADVC) course or have a similar level of knowledge and are able to:

• Create, format, and save worksheets and workbooks
• Create formulas using standard aggregate functions such as SUM, AVERAGE and COUNT
• Experience of working with list related tools and features such as sorting and filtering would be beneficial
• Create and modify PivotTables

NOTE: This course is suitable for users of Excel 2016, 2019, 2021 and 365 only.

Module 1: What is data?

• Different types of data
• Types of analysis
• Excel’s data tools
• Data analysis framework

Module 2: Connecting to data sources

• Working with common data sources
• Importing and connecting to data
• Working with queries and connections

Module 3: Transforming data using Power Query Editor

• Query Editor overview
• Power Query data types
• Combining data sources
• Cleaning and shaping data
• Creating calculated columns

Module 4: Data modelling with Power Pivot

• Introduction to Power Pivot
• Getting data into the Data Model
• Creating and editing data relationships in Power Pivot

Module 5: Analysing data using DAX in Power Pivot

• DAX fundamentals
• Creating calculated columns
• Creating measures
• Working with date tables

Module 6: PivotTables

• PivotTables overview
• Using the Data Model to create PivotTables
• Dynamic filters with Slicers and Timelines

Module 7: Visualising data

• PivotCharts
• Hierarchies and drilling
• Other visualisation types
• Conditional formatting
• KPIs