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training schedule
training schedule

 

 

Microsoft Office® Excel:
Introduction to Excel Power Tools

 
3-Day Boot Camp Click Here to Register Today!

Learn the fundamentals of the Excel Power BI tools, such as Get & Transform Data (Power Query), Power Pivot, and an introduction to Power BI Desktop.

Full Course Description:

Have you spent hours trying to bring data from multiple sources into a single spreadsheet to analyze your data? This three-day boot camp explores the fundamentals of data transformation using Get & Transform (Power Query), as well as data analysis and reporting with PowerPivot.

Learn to easily incorporate data from multiples sources to model data and create powerful visual reports in Power BI Desktop. You will learn to use the data model, build tables, charts, relationships, measures, hierarchies, KPI's, and drill downs of your data, as well as publish a completed Power BI Desktop file to the cloud.

This Boot Camp is designed to provide an introduction to using the Excel Power Tools and Power BI. As these are very powerful Data Analysis tools, you may need additional training to learn all their capabilities.

Prerequisites: To ensure your success, we recommend that you first take Excel Level 1, Level 2, and In-Depth PivotTables, or have equivalent knowledge and skills - such as knowledge of advanced features and functions.

Microsoft Office Excel: Introduction to Excel Power BI Tools (3 Days)

Course Objectives:

Introduction to Power Query, Power Pivot, Power BI Desktop, and Power BI Online
Understand what a Data Model is and load data to the Data Model
Transform data in a query
Create relationships between data sources instead of using XLOOKUP/VLOOKUP
Add calculated columns and measures
Learn to analyze data in Pivot Tables and Pivot Charts created from Power BI Tools
Visualize data and create reports

Agenda
  Days 1 & 2- Class Times 9:00AM - 4:15PM
  Excel Get & Transform Data
  (Power Query)
  Explore Get & Transform Data (Power Query)
Understand the Power Query Editor
Identify Data Source Types Available
for Import
 
  Connect to and Load Data using Power Query
Connect to Data Sources
Use Query Editor to View Data
Data Load Options and Query Navigation Panel
 
 Transform and Shape Data using Columns
Column Options in Query Editor
View and Modify Query Steps
Sort and Filter Data in Power Query Editor
 
  Group Data, Append and Merge
Group Data in a Column
Append Data from Two Queries
Merge Two Queries Together
 
  Aggregate Data and Analyze Data
Use Query Editor to Aggregate Data from a Column
Analyze Query Data in a Pivot Table

 

  Excel Power Pivot
  Getting Started with Power Pivot
Explore the Power Pivot Application
Import Data from Various Data Sources
Refresh Data from a Data Source
Create Linked Tables
 
  Manipulating Power Pivot Data
Organize and Format Tables
Create Calculated Columns
Sort and Filter Power Pivot Data
Work with Table Relationships and the Data Model
 
 Creating Power Pivot Reports
Create PivotTables from Power Pivot
Create PivotCharts from Power Pivot
Filter Data Using Slicers
Present PivotTable Data Visually
 
  Introduction to DAX Measures in Power Pivot
Using Calculated Columns with Measures
Manipulate Power Pivot Data Using DAX Measures
 
  Distributing Power Pivot Data
Protect Reports
Manipulating Power Pivot Data Using DAX Measures
  Day 3 - Class Times 9:00AM - 4:15PM
  Power BI Desktop
  Introduction to Power BI Desktop
Understand the Power BI Desktop Interface
Utilize the File Types; PBIX vs. PBIT
Examine Data Sources
Transform Data with Query Editor
Build a Data Model
Add Calculated Columns to Data Tables
Create Measures using DAX
Build Reports Using Visual Tiles
Refresh Data Sources
Publish to Power BI Online
  Power BI (Online)
  Introduction to Power BI (Online)
View the Online Interface
Examine the Workspace
Create Visuals and Reports Online
Create Dashboards using Pinned Tiles
Introduction to Share Options
Introduction to Share Options



 

 

 
   
     

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