Data Analysis and Dashboard Reporting
Data Analysis using Excel & Power BI
Build Dynamic, Interactive Microsoft Excel Dashboards (Excel 2010, 2013, 2016,2019,O365)
What you'll learn
- Understand and Identify the principles of data analysis
- Effectively summarize and present data clearly
- Use effective design principles when creating and presenting data
- Take full advantage of the built in tools Microsoft Excel offers in order to analyze and build dashboard reports
- Build interactive dashboard reports
- Analyze Excel data using Excels TEXT based Functions
- Data Mine using Excels Array Functions
- Build Interactive Dashboard Reports with Buttons and Drop Down Menus
- Streamline and Analyze Data with Excel PivotTables and Pivot Charts
Requirements
- Experience working with Microsoft Excel on a Windows system
- concepts and features will also work with Excel 2013 (Professional) , 2016 , 365 , 2019
- Experience working with Microsoft Excel on a Windows system
- concepts and features will also work with Excel 2013 (Professional) , 2016 , 365 , 2019
Description
- VLOOKUP() Function for Looking up Information
- INDEX()/MATCH() Functions a Powerful Alternative to VLOOKUP
- TEXT() Function for Formatting
- CHOOSE() for Ultimate Flexibility in Presenting Data
- Advanced Filtering
- Summarizing Data with PivotTables and Pivot Charts
- Interactive Features to Create User Friendly Reports
- and more...
Excel Syllabus:
Excel basics
Applications of tools
Excel Intermediate
Advanced Excel
● Overview of Arrays, Formulas and Functions
● Finding Errors; New Excel Functions
● Multiple Workbooks and Windows; Comparing Workbooks
● Chart Types; Chart Recommendation
● Selecting Data, Positioning and Printing Charts
● Sorting
● Filtering
● Tables
● VLOOKUP
● MACROS
● Quick Analysis Tool
Data Analysis using Excel
● Overview of Data Analysis using Excel
● Foundational Concept of Data Analysis
● Pivot Tables for Data Analysis
● VLOOKUP for Exact & Approximate Match
● Charts for Data Analysis (Waterfall, Pivot etc)
● Visualize Data
● Customizing Charts & Graph in Excel VL
● VOOKUP for Data Analysis
Course content
1.
Managing Raw Data
1.1.
Excel Versions and features
1.2.
Working with Raw Data
1.3.
Data Housekeeping
1.3.1. Import Data
1.3.2. Text to Column Tricks
1.3.3. Troubleshooting
merged data
1.3.4. Working with
Unnecessary Spacings
1.3.5. Troubleshooting Wrong
Date and Time
1.3.6. Data Cleaning and
Trimming
1.3.7. Working Text
Functions
1.3.8. Validating Data
2.
Working with a Single Dataset
2.1.
Transform Manual Database to Smart Datasets
2.2.
Smart Table Magics
2.3.
Smart Table Conditions
2.4.
Working with Data Sources
3.
Working with Data Analysis
3.1.
Preparing Functions
3.1.1. Statistical Functions
3.1.2. Logical Functions
3.2. Quick Report with
Pivot Tables
3.3. Pivot Table
Conditions
3.4. Pivot Table
Connection
3.5. Handling Queries
3.6. Working with Simplified
Reports
4. Working with Multiple Datasets
4.1.
Advance Filter
4.2.
Consolidating Data
4.3.
Combining data from Multiple Dataset
4.4.
Appending Data
4.5.
Merging Data
4.6.
Lookup Functions
4.7.
Vlookup VS PowerPivot
5. Working with Data Reporting
5.1.
Pivot Table Data Sources
5.2.
Pivot Tables Queries and Solutions
5.3.
Pivot Table Data Grouping
5.4.
Pivot Table Subtotals
5.5.
Pivot Tables – Format Number
5.6.
Pivot Table Functions
5.7.
Pivot Table – Show Page Report Filter
5.8.
Pivot Table – Data Modelling
5.9.
Pivot Table – Row , Columns , Values and Filter Section
5.10.
Pivot Table – Rank and Comparison
5.11.
Pivot Table – Designs and Themes
5.12.
Pivot Tables – Complex Queries
5.13.
Pivot Tables – Options and Advance Format
6.
Working with Power Bi in Excel
6.1.
Power Query
6.2.
Power Pivot
7.
Preparing Dashboard
7.1.
Pivot Tables Queries
7.2.
Pivot Chart Queries
7.3.
Slicers
7.4.
Preparing Interactive Dashboard
7.5.
Adding Other Objects
7.6.
Working with 1-screen Excel Dashboard View
7.7.
Link and Add Slicers and Timeline
7.8.
Working With Sparklines
7.9.
Working with Conditional Formatting
8.
Automating the Dashboard Using Macros
9.
Prepare and Distribute Reports
Power BI Syllabus:
1. Introduction to Power BI
2. Explore fundamentals of data visualization
3. Get data with Power BI Desktop
4. Clean, transform, and load data in Power BI
5. Model data in Power BI
6. How to build a simple dashboard
7. Use visuals in Power BI
8. Explore data in Power BI
9. Data analysis in Power BI
10. Publish and share in Power BI
11. Manage workspaces and datasets in Power BI
12. Introduction to creating measures using DAX in Power BI
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