High-Income Excel Skills

Worth Learning
Get the practice file & Step-by-Step Video: bit.ly/file240319

1. Power Query 3. Interactive Dashboards

Purpose: Automate the process of gathering and Purpose: Create dashboards that provide a comprehensive
cleaning data from multiple sources. overview of your data and facilitate decision-making.

Steps Steps
1. Use the Data tab > Get Data > to consolidate data from multiple 1. Build Pivot Charts from Power Pivot data model:
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files, databases or other formats. • Create charts to summarize key metrics
2. Data Cleaning: (e.g., sales over time, sales by category).
• Remove unnecessary columns (e.g., Source column). • Use DAX measures for custom calculations.
• Calculate new columns (e.g., days to ship, sale amount). 2. Add Interactivity:
• Transform data (e.g., rounding numbers, remove • Insert Slicers to filter data dynamically (e.g., by year,
duplicates etc.). category, salesperson).
3. Power Query automatically saves the • Use Expand/Collapse buttons to drill down into details.
steps and can update with one click 3. Design and Arrange: Watch the Video

whenever new data is added. • Include headline figures and KPIs. Watch the Video
• Arrange and resize charts for clarity.
Benefits: Saves significant time on repetitive • Apply a consistent color theme to match your branding.
tasks, reduces errors, and makes you a more • Use color to highlight key points.
efficient employee.
Benefits: Makes data easily accessible and actionable, supports
informed decision-making, and showcases your ability to present
data visually.
2. Power Pivot Excel is a key skill in
many job roles, from
Purpose: Build data models administrative
that link multiple tables
and perform advanced
assistants to 4. Putting It All Together
data analysts.
calculations. Steps
1. Consolidate Data: Use Power Query to gather and clean data from
Steps Mastering advanced multiple sources.
1. Use Power Query to load your data into the Excel skills can 2. Model Data: Use Power Pivot to build a relational data model and perform
Data Model. significantly enhance advanced calculations.
2. Link tables based on common fields (e.g., your value 3. Visualize Data: Create a dashboard with Pivot Charts and Slicers to
Customer ID, Product SKU). to employers provide interactive insights.
3. Perform calculations with Data Analysis by saving time, 4. Automate Updates: Ensure the entire system updates seamlessly with
Expressions (DAX) to analyze your data increasing efficiency, new data.
(e.g., calculate average shipping price per and enabling better
item). Benefits: These skills allow you to automate reporting processes,
decision-making.
4. Analyze data in PivotTables and Pivot reduce manual work, and deliver timely, actionable insights.
Charts.

Benefits: Allows for sophisticated data

analysis and reporting that goes beyond
simple Excel functions. 5. Additional Tips & Tricks
• Stay up to date with new Excel features and tools.
• Use tutorials and courses to deepen your understanding of
Power Query, Power Pivot, and dashboard design.

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