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Data Analysis

This document outlines a course designed to enhance students' skills in business intelligence (BI) techniques using Excel and Power BI. The course covers various modules including data analysis in Excel, importing data from different sources, creating measures with DAX, and visualizing data. Upon completion, students will be proficient in extending Excel capabilities and creating dashboards in Power BI.
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0% found this document useful (0 votes)
5 views

Data Analysis

This document outlines a course designed to enhance students' skills in business intelligence (BI) techniques using Excel and Power BI. The course covers various modules including data analysis in Excel, importing data from different sources, creating measures with DAX, and visualizing data. Upon completion, students will be proficient in extending Excel capabilities and creating dashboards in Power BI.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Contact Us: 011 210 76 554 - 010 2200 85 49

Mail: [email protected]
About this course

The main purpose of the course is to give students the ability to add BI techniques to
Excel data analysis. The course goes beyond the capabilities of tables and charts and
uses Pivot Charts, the Excel Data Model, and Power BI.

Course Objectives

After completing this course, students will be able to:

• Explore and extend a classic Excel dashboard


• Explore and extend an Excel data model
• Pre-format and import a .CSV file
• Import data from a SQL Server database
• Import data from a report
• Create measures using advanced DAX functions
• Create data visualizations in Excel
• Create a Power BI dashboard with Excel
• Introduction to Self-Service BI Solutions
• Shaping and Combining Data
• Modeling data Module
• Interactive Data Visualizations
• Direct Connectivity Module
• The Developer API Module
• Power BI mobile app
Course Modules
Module 1: Data Analysis in Excel

This module looks at the classic Excel dashboard and at ways to extend it.

Lessons

• Classic Data Analysis with Excel


• Excel Pivot Tables
• Limitations of Classic Data Analysis

Lab: Building a Classic Excel Dashboard

• Filtering and Formatting Data


• Building a Pivot Table
• Building a Pivot Chart
• Building a Dashboard

After completing this module, students will be able to:

• Describe classic data analysis with Excel


• Describe Excel pivot tables
• Describe the limitations of classic data analysis with Excel

Module 2: The Excel Data Model

This module looks at the classic Excel data model and at ways to extend it.

Lessons

• Using an Excel Data Model


• DAX

Lab: Explore an Excel Data Model

• Create Calculated Columns


• Format Data Model Data
• Create Measures
• Analyze the Data

After completing this module, students will be able to:

• Describe an Excel data model


• View data within an Excel data table
• Describe DAX
Module 3: Importing Data from Files

This module looks at pre-formatting and importing CSV files.

Lessons

• Importing Data into Excel


• Shaping and Transforming Data
• Loading Data

Lab: Importing Data from a CSV File

• Import and Transform Data from a CSV File


• Add Data from a Folder

After completing this module, students will be able to:

• Import data into excel


• Shape and transform data
• Load data

Module 4: Importing Data from Databases

This module looks at how to import data into Excel from a SQL Server database.

Lessons

• Available Data Sources


• Previewing, Shaping, and Transforming Data
• Table Relationships and Hierarchies
• Loading Data

Lab : Import Data from Multiple Sources

• Import Data from SQL Server


• Import Data from a CSV File
• Create a Data Table

After completing this module, students will be able to:

• Identify available data sources


• Preview, shape, and transform data
• Explain table relationships and hierarchies
• Load data from various sources
Module 5: Importing Data from Excel Reports

This module describes how to import data from a report.

Lessons

• Importing Data from Excel Reports


• Transforming Excel report Data

Lab: Importing Data from a Report

• Import Data from Excel


• Transform the Excel Data
• Load the Data into an Excel Data Model

After completing this module, students will be able to:

• Import data from Excel reports


• Transform Excel report data

Module 6: Creating and Formatting Measures

This module describes how to create and format measures.

Lessons

• DAX
• Measures
• Advanced DAX Functions

Lab: Creating Measures using Advanced DAX Functions

• Last year comparison


• Year to date
• Market Share

After completing this module, students will be able to:

• Explain what DAX is and when to use it


• Describe a measure
• Use some of the advanced functions within DAX
Module 7: Visualizing Data in Excel

This module describes how to visualize data in Excel.

Lessons

• Pivot Charts
• Cube Functions
• Charts for Cube Functions

Lab: Data Visualization in Excel

• Create a Tabular Report


• Create a Pivot Chart
• Add Slicers to Charts

After completing this module, students will be able to:

• Create and refine a pivot chart


• Describe cube functions and when to use them
• Describe a number of charts for use with cube functions

Module 8: Using Excel with Power BI

This module describes how to use Excel with Power BI.

Lessons

• Power BI
• Uploading Excel Data to Power BI
• Power BI Mobile App

Lab: Creating a Power BI Dashboard with Excel

• Uploading Excel Data


• Creating a Power BI Dashboard

After completing this module, students will be able to:

• Describe Power Bi and the various versions available


• Upload Excel data to Power BI
• Describe the Power BI App

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