Classroom training available from 12 April

Introduction

Master Excel’s suite of business intelligence tools (Power Query, Power Pivot, Power Maps etc) on this 2-day Excel training course.

This is a hands-on course that includes lots of time to experiment with what you are being taught and ask questions.

By the time you finish, you’ll be a confident Excel Power Query and Power Pivot user.

A complete Excel Power Tools course that covers all of Excel’s BI functions.
Plenty of one to one attention and time to ask questions.
Friendly expert trainers, small groups and a comfortable place to learn.
Ongoing support and help with issues you have after the course.

What Will I Learn?

By the end of this course you will be confidently using Excel’s business intelligence Power Tools to analyse data.

You’ll be very comfortable using Microsoft Excel to:

  • Create a Power Pivot model by importing data from various sources
  • Understand and manage data relationships
  • Create and edit hierarchies
  • Insert calculated columns using Data Analysis Expression (DAX) formulas
  • Insert, modify, and format PivotTables and PivotCharts
  • Create and edit Measures (DAX aggregate functions)
  • Create report dashboards using slicers, timelines and KPIs
  • Use Power View, Power Maps and Power Query tools

The Trainer

Oakley is our usual trainer for this course. He has been a Microsoft certified trainer for 8 years.

He has been training Microsoft applications for 19 years and focuses on Excel BI, Power BI and Project.

Am I Ready For This Course?

You don’t need any prior experience with Excel’s Power Tools to attend this course. 

It is recommended that you have completed our Excel Advanced level workshop, or have equivalent experience.

It is expected that you have a good understanding of Excel functions such as IF and VLookup functions, as well as Defined Names, Importing Data and a basic understanding of Pivot Tables.

The Training Day

You don’t need to bring anything with you. We include everything that you’ll need for a really fun, productive day of training. 

Our courses run from 9.30am to roughly 4.15pm with refreshments and biscuits throughout the day and a break for a tasty, freshly prepared lunch.

We offer a relaxed, supportive learning environment, fully air-conditioned training facilities and some of the nicest instructors on the planet.

Also, you’ll receive:

A full-colour A4 manual covering everything in the course to keep.
A USB stick so that you can take your course exercises home with you.
A Certificate of Attendance.

This session introduces the course looking at why you might be using Power Query or other Excel Power Tools.

  • What is BI?
  • Main Concepts
  • Excel Power Query
  • Excel Power Pivot
  • Power BI Desktop

During this section we look at importing data for data analysis from a number of data sources.

  • Working with CSV files
  • Working with Text Files
  • Working with Excel Files (mini metadata)
  • Working with other data sources
  • Meta Data Query
  • File Content Query

We now move to refining our data for use in our data analysis. This section focuses on rows, which the next section focuses on columns.

  • Filtering out unwanted Data
  • Using Auto-Filter (problems)
  • Using Number, Text and Date Filters
  • Removing Duplicate Values
  • Filtering out Rows with Errors
  • Sorting
  • Moving / deleting Columns
  • Splitting Columns
  • Merging Columns
  • Text
  • Number
  • Date/Time
  • Locale
  • Unpivoting Columns to Rows
  • Transposing a Table
  • Creating Custom Column
  • Loading Data
  • Loading Data into a Worksheet
  • Loading Data into the Excel Data Model
  • Refreshing Queries Manually and Automatically

We now look at how to use power query.

  • Query Concepts
  • ETL
  • Get & Transform
  • Creating and editing Simple
  • Query
  • Get from Folder
  • Query vs Source Data
  • Writing ‘Robust’ Queries

This section looks a using Microsoft Excel Power Pivot and how to analyse new data using it.

  • What is Power Pivot
  • Pivot Table Examples with Excel
  • Data
  • Power Pivot Examples with a Data
  • Model
  • Working with Excel files
  • What is in an Excel file?
  • Working with Excel Tables
  • Working with Data Ranges
  • Understanding Acceptable Data Types
  • Adding Excel Tables to Power Pivot
  • Adding and Maintaining Data in Power Pivot
  • What is a Data Model
  • Understanding Key Fields
  • Relationships in a Data Model
  • Data Hierarchy
  • Types of Calculations in Power Pivot
  • Creating a Calculated Column
  • Creating a Calculated Field (Measure)
  • Understanding DAX Measures
  • Rules and Best Practices
  • Choosing Between Calculated Columns and Measures
  • Why a Date (Calendar) Table is required
  • Generate a Date Table
  • Mark as a Date Table
  • Grouping dates for time analysis
  • Time Intelligence functions
  • Dashboard & Report principles
  • Filtering Data using Slicers
  • Creating Power Pivot Charts
  • Formatting Power Pivot Charts
  • Using Multiple Charts and Tables
  • Connecting Slicers
  • Getting Data
  • Data Model
  • Time Intelligence
  • Visualisations
  • Spatial Intelligence
  • Sharing Reports
  • Analyse typical user file, tasks, outcomes
  • Set up data model based on real-life file
  • Discuss and create analytics for the model