Excel for Business Intelligence

The Excel for Business Intelligence course equips participants with advanced skills in Power Query, Power Pivot, and DAX to transform Excel into a powerful tool for data modeling and business intelligence.

Potential

Become a Power Excel User

This course introduces participants to Microsoft Excel's powerful data modeling and business intelligence tools: Power Query, Power Pivot, and Data Analysis Expressions (DAX). Designed to transform participants into power users, it explores the POWER EXCEL landscape, demonstrating how these tools revolutionize self-service business intelligence.

This course enables participants to transcend traditional Excel, entering the innovative realm of POWER EXCEL and unlocking advanced data analysis capabilities. Participants will gain insights into how Power BI tools are revolutionizing self-service business intelligence.

This course equips you to confidently manipulate and analyze large datasets, empowering you to make data-driven decisions that drive business success.

Hands-on with Power Query

Master data extraction, transformation, and loading (ETL) from various sources (files, databases, APIs) and automate your data loading process.

Application

Course Objectives

Participants will learn the Excel BI workflow by building a comprehensive Excel data model from scratch:

Power Query: Extract, transform, and load data from flat files, folders, databases, API services, and more. Participants will shape, blend, and explore project files in Excel's query editor, creating fully automated loading procedures with just a few clicks.

Data Modeling 101: Understand database design fundamentals, including table relationships, cardinality, and hierarchies. Participants will tour the Excel data model interface, learn best practices, and create their own relational database for analysis throughout the course.

Power Pivot and DAX: Analyze extensive datasets across multiple tables with Power Pivot and create advanced calculated fields using DAX. Participants will master basic DAX syntax and commonly-used functions like CALCULATE, FILTER, and SUMX.

Key Benefits of this course:

  • Effortlessly shape, blend, and explore data using Power Query's intuitive interface.
  • Design and build robust data models with best practices for efficient analysis.
  • Craft powerful calculated fields using DAX functions like CALCULATE, FILTER, and SUMX.

Advanced Analysis with Power Pivot & DAX

Unleash the power of Power Pivot to analyze vast datasets across multiple tables within Excel. Master DAX, a formula language for creating sophisticated calculations.

Audience

Who Should Attend This Course ?

The Microsoft Excel for Business Intelligence course is designed for professionals seeking to leverage the advanced analytical capabilities of Excel to unlock valuable business insights. This course is ideal for:

  • Data Analysts
  • Business Analysts
  • Financial Analysts
  • Marketing Analysts
  • Business Intelligence Professionals
  • Project Managers
  • IT Professionals
  • Excel Power Users

Eligibility

Course Prerequisites

To fully benefit from the Microsoft Excel for Business Intelligence course, we recommend the following prerequisites:

  • Experience with creating and formatting spreadsheets, using basic formulas and functions (like SUM, AVERAGE, VLOOKUP), navigating the interface, and managing data through sorting, filtering, and data entry.
  • Familiarity with basic data structures like rows, columns, tables, and data types will provide a strong foundation for advanced BI techniques.
  • A working knowledge of PivotTables and formulas will allow you to build upon your existing Excel skills and delve into more complex data analysis within the course.
  • This course will introduce advanced data analysis methods. A willingness to learn and apply these techniques will maximize your learning outcomes.

It is important to note that these prerequisites are designed to establish a foundational understanding for your training experience. Even if you're not proficient in these areas, a readiness to learn and actively engage with the course content will contribute to your success as a Excel User.

Syllabus

Course Contents

Duration: 16 hours

The Microsoft Excel for Business Intelligence Course will explore the following topics:

Module 1: Introduction to 'Power Excel'
Module 2: Connecting and Transforming Data with Power Query in Excel
Module 3: Building Table Relationships with Excel's Data Model
Module 4: Analyzing Data with Power Pivot and DAX
Module 5: Common DAX Formulas and Functions
Module 6: Capstone Project based on Dataset

Data Modeling Fundamentals

Learn the essentials of database design and normalization, including relationships, cardinality, and hierarchies. Build your own relational database for powerful analysis.

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