Data Analysis Fundamentals - PivotTables, Power Query & Data Model

Overview

This course teaches the fundamentals of Data Analysis and Business Intelligence in Excel 2016, focusing on Sort, Filter, PivotTables, Power Query, and Power Pivot Data Model. The learning outcomes include understanding how to sort and filter data, create PivotTables with various criteria and formatting options, utilize Power Query to clean and transform data, and work with the Power Pivot Data Model to handle large datasets efficiently. The course is designed for individuals looking to enhance their data analysis skills in Excel and those interested in leveraging advanced Excel features for business intelligence purposes. The teaching method involves a combination of theoretical explanations, practical demonstrations, and hands-on exercises to reinforce learning.

Syllabus

) Introduction.
) Sort.
) Sorting one column.
) Sorting multiple columns.
) Sorting Mixed Data.
) Filter feature.
) Filter Drop-down Arrows to see Unique List.
) Filter Different Data Types.
) Filter to Extract Records.
) OR Logical Test (OR Criteria) Discussion.
) AND Logical Test (AND Criteria) Discussion.
) BETWEEN and NOT Criteria.
) PivotTable. Discussion of Crosstabulated tables and PivotTables as “Calculations with Criteria”, both AND Criteria and OR Criteria..
) PivotTable Basics: 1) Drag and Drop Field Names to add criteria to PivotTable, 2) Cross Tabulated Table, 3) Layout Formatting, 4) Number Formatting.
) Adding Slicers.
) Creating a Custom Style for a PivotTable.
) Name PivotTable.
) Create PivotTable using “Summarize Values By”, which allows us to change the Aggregate Functions like: SUM, COUNT, AVERAGE..
) Group Dates by Month and Year.
) Create PivotTable using “Show Values As” to calculate “% of Column Total”..
) Hide items in Slicer.
) Connect Multiple Slicers to Multiple PivotTables..
) Sort in PivotTable..
) Create multiple PivotTables with a single click using “Show Report Filter Pages”.
) Why we need Power Query and Power Pivot Data Model.
) Introduction to Power Query (Get & Transform).
) Power Query Example 1: Clean and Transform Data Table, Create PivotTable Based on Power Query Update, 3) Add new data to table and Refresh to update Query and PivotTable.
) Power Query to Unpivot a Crosstabulated Table into a Proper Data Set..
) Introduction to Power Pivot and the Data Model.
) Power Query to import multiple Text File tables with over one million records combine them into a single Table. We will use the “From File, From Folder” option..
) Load the million records in Power Query into the Power Pivot Data Model..
) Add an Excel Table into the Power Pivot Data Model.
) Update Power Query.
) Build a relationship between tables in the Power Pivot Data Model..
) Build PivotTable from Millions of Records from Two Tables.
) Add new Text File to Folder and Update PivotTable..
) Summary.