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Professional Training

Excel Power Business Intelligence Tools

BPP Professional Education, In London (+1 locations)
Length
1 day
Length
1 day
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Course description

Excel Power Business Intelligence Tools

Overview This course covers the newly introduced range of Excel Power BI tools (Power Business Intelligence). Learn how to use all of these latest features introduced in Excel which will help in business processing, data analysis, financial reporting, and with day-to-day decision making. This one-day course is very hands-on with Excel and offers all the advice and software practice utilising these advanced tools which include, building queries to extract, transform, and load data, and also to create elegant data models with Power Pivot. This involves analysing multiple data sets, working with cross-sectional data, merging different sets to create one data model, and using a key range of brand-new formulas in Excel. The course also covers an introduction into the world of DAX formulas (Data Analysis Expressions), designed to work with relational data and perform dynamic aggregation. All of the latest Excel power BI tools in one course! Who is this for? The course material includes advanced features of Excel and participants will gain the maximum benefit from this course if they are already competent spreadsheet users. It is recommended that they already have attended the &Data Analysis with Excel & Advanced course, or have the equivalent level of knowledge. At a minimum, it is assumed that participants will know how to do some of the following: Navigate confidently in ExcelAn understanding of the benefits in nesting functionsWork with inherited spreadsheets from othersEnjoy using Excel for analysis and similar business processes, using tools such as PivotTables Finance and data professionals Data analystsJunior accountantsSpreadsheet authorsExcel power usersFinance managers What will you learn? Introduction to Power PivotHow Power Pivot differs from a PivotTableFiltering rows /columnsCombining data sourcesPower Pivot data modelsCreate a Power Pivot data modelExtract meaningful insight from a data modelDynamic filters with slicers and timelinesCreating and editing data relationshipsImport from external sourcesThe Power Query interface | how to use itManaging data sources and queries (inc. databases)Extract and transform data | column, row and calculated transform actionsIntroduction to DAX (BI) functionsWhat is DAX?How to create effective DAX formulasFunctions: SUMX; CALCULATE; RELATED; AGGREGATE; FILTER; and moreRankingFurther Power Query featuresOutput to a Power Pivot data modelAutomate reoccurring tasksBrief intro to the &M languagePower MapSetup and overview of Power MapLocalising data geographic plots across the globeTimeline videoBonus topicsDAX cheat sheetFully integrated Power Report to take away for own useFurther exploration and advice into queries and database connectivityHomework topics for further study Note that the course content is compatible with the following versions of Excel: -Excel 2013 Professional Plus -Excel 2016 Professional Plus -Office 365 ProPlus All exercises and project files used on the course will be available to take home. How will this help your careerBuild confidence with using Power PivotGain strong skills in reshaping multiple data types with Power QueryBuild data models from a range of sources and be able to analyse them seamlesslyConfidently write DAX (expression formulas) into a data model, and forge relationships across data setsPlease read the following guidance carefully, which applies only if you are attending this course Virtual Classroom (Online):In addition to the Virtual Classroom (Online) Classroom, you will need to have your own version of Excel open to complete the exercisesIt does prove to be challenging to follow-on with the exercises using only 1 screen as you will need to be regularly switching between open windows. We recommend to either:Extend from a computer to a 2nd screen - please refer to this link for guidance on how to correctly setup a second monitor https://support.microsoft.com/en-us/help/4340331/windows-10-set-up-dual-monitors orUse 2 computers, orUse a tablet for the Virtual Classroom (Online) classroom and a computer for the ExcelPlease note that our courses are based on Excel for Windows and it is recommended that you are using at least Excel 2010 or a later version. MAC users are welcome but please note that there may be some tools and functionality that will differ from what is being presented. The presenter will accommodate for MAC versions on the course.

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Suitability - Who should attend?

The course material includes advanced features of Excel and participants will gain the maximum benefit from this course if they are already competent spreadsheet users. It is recommended that they already have attended Data Analysis with Excel – Advanced , or have the equivalent level of knowledge.At a minimum, it is assumed that participants will know how to do some of the following:Navigate confidently in ExcelAn understanding of the benefits in nesting functionsWork with inherited spreadsheets from othersEnjoy using Excel for analysis and similar business processes, using tools such as PivotTables

Training Course Content

Best practice in producing quality reports; picking up sample data and creating a reportIntroduction to PowerPivotHow PowerPivot differs from a PivotTableFiltering rows/columnsData and diagram viewCombining data sourcesPowerPivot data modelsCreate a PowerPivot data modelExtract meaningful insight from a data modelDynamic filters with slicers and timelinesCreating and editing data relationshipsGet data / power import from external sourcesWhat is Power Query and when to use itQuery editor overviewQuerying a databaseManaging data sources and queriesColumn, row and calculated transform actionsFurther Power Query featuresOutput to a PowerPivot data modelAutomate reoccurring tasksThe ‘M’ languagePower MapSetup and overview of Power MapLocalising data & geographic plots across the globeTypes of mapMore advanced tools in Power MapMake a killer map in under 5 minutesTouringIntro to sharing stories and videosIntroduction to DAX (BI) functionsWhat is DAX?How to create effective DAX formulasFunctions: SUM; CALCULATE; RELATED; AGGREGATE; and moreRankingPutting it all togetherCreate a report with real-world data: PowerPivot, Power Query, Power MapCreate calculated fields and calculated columnsExtract and transform dataBonus topicsDAX cheat sheetCalculated items and KPIsFully integrated Power Report to take away for own useFurther exploration and advice into queries and database connectivityHomework topics for further studyNote that the course content is compatible with the following versions of Excel: Excel 2013 Professional Plus, Excel 2016 Professional Plus, Office 365 ProPlus.

Course delivery details

  • Location Name: Online Live
  • Learning Mode: Blended

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