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Microsoft Course 20779: Analyzing Data with Excel

Course Length: 3 days

Class Schedule
Call for Class Schedule

  • Hands-on instruction by a certified instructor
  • Includes all course materials
  • On-site Testing
  • Lunch & Snacks provided each day

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.

Audience profile

This course is intended for students who are experienced with analyzing data with Excel and who wish to add BI techniques.

The course will likely be attended by SQL Server report creators who are interested in alternative methods of presenting data.

At course completion

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.

Prerequisites

Before attending this course, students must have:

  • Basic knowledge of the Microsoft Windows operating system and its core functionality.
  • Working knowledge of relational databases.
  • Extensive knowledge of Excel spreadsheets including formulas, charts, filtering, sorting, and sub-totals.
  • Basic knowledge of data analytics equivalent to having attended course 10994.

Course Outline

Module 1: Data Analysis in Excel

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

  • Classic Data Analysis with Excel
  • Excel Pivot Tables
  • Limitations of Classic Data Analysis

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.

  • Using an Excel Data Model
  • DAX

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.

  • Importing Data into Excel
  • Shaping and Transforming Data
  • Loading Data

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.

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

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.

  • Importing Data from Excel Reports
  • Transforming Excel report Data

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.

  • DAX
  • Measures
  • Advanced DAX Functions

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.

  • Pivot Charts
  • Cube Functions
  • Charts for Cube Functions

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.

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

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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