Data Analysis

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

Audience profile

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.

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.

Pre-Requisite

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.

Course Outline


Module 1: Data Analysis in Excel
This module looks at the classic Excel dashboard and at ways to extend it.
Lessons

Classic Data Analysis with Excel

Excel Pivot Tables

Limitations of Classic Data Analysis

Lab : Building a Classic Excel Dashboard

Formatting Data

Building a Pivot Table

Adding pivot charts and a slicer

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.
Lessons

Using an Excel Data Model

DAX

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.
Lessons

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.
Lessons

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.
Lessons

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.
Lessons

DAX

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.
Lessons

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.
Lessons

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

Using Power BI desktop

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