Introduzione

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.

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.

Obiettivi del corso

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

Prerequisiti

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

Struttura del Corso

MODULE 1: Data Analysis in Excel

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

Lessons

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

Formatting Data

Build a Pivot Table

Add Pivot Charts and a Slicer

 

Lab : Building a Classic Excel Dashboard

MODULE 2: The Excel Data Model

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

Lessons

After completing this module, students will be able to:

 

Describe an Excel Data Model

View data within an Excel data table

Describe DAX

Create Calculated Columns

Format Data Model Data

Create Measures

Analyze the Data

 

Lab : Explore an Excel Data Model

MODULE 3: Importing Data from Files

This module looks at pre-formatting and importing CSV files.

Lessons

After completing this module, students will be able to:

 

Import Data into excel

Shape and Transform Data

Load Data

Import and Transform Data from a CSV File

Add Data from a Folder

 

Lab : Importing Data from a CSV File

MODULE 4: Importing Data from Databases

This module looks at how to import data into Excel from a SQL Server database.

Lessons

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

Import Data from SQL Server

Import Data from a CSV File

Create a Data Table

 

Lab : Import Data from Multiple Sources

MODULE 5: Importing Data from Excel Reports

This module describes how to import data from a report.

Lessons

After completing this module, students will be able to:

 

Import data from Excel reports

Transform Excel report data

Load the Data into an Excel Data Model

 

Lab : Importing Data from a Report

MODULE 6: Creating and Formatting Measures

This module describes how to create and format measures.

Lessons

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

Last year comparison

Year to date

Market Share

 

Lab : Creating Measures using Advanced DAX Functions

MODULE 7: Visualizing Data in Excel

This module describes how to visualize data in Excel.

Lessons

After completing this module, students will be able to:

 

Create and refine a Pivot Charts

Create a Tabular Report

Add Slicers to Charts

Describe Cube Functions and when to use them

Describe Charts for Cube Functions

 

Lab : Data Visualization in Excel

MODULE 8: Using Excel with Power BI

This module describes how to use Excel with Power BI.

Lessons

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

Uploading Excel Data

Creating a Power BI Dashboard

Using Power BI desktop

 

Lab : Creating a Power BI Dashboard with Excel