Advanced Excel & Business Intelligence with Excel PowerBI Tools- 23rd - 27th October 2017

Advanced Report Development & Business Intelligence with Excel PowerBI Tools.

Excel is a game changer in the business intelligence front. Excel provides new technologies and tools for the business user to easily analyze data to create powerful reports and dashboards in a fraction of the time of traditional spreadsheets.

This course is for all business users who want to learn how to create management reports, analyze data and create interactive dashboards using Excel.

The course is divided into two sections: 

Section 1: Advanced Report Development with MS Excel (2 Days)

Section 2: Business Intelligence with Excel PowerBI Tools (3 Dys)

The 5 day course costs USD 800, Exclusive of a 16% V.A.T, The Cost includes all training fees, materials, lunch and refreshments as well as certificates and 6 month post training support after the course.

In this course we learn the following:

1.      Analyzing Data

·         Using Automatic Outlining

·         Consolidating Information by Position or Category

·         Inserting Subtotals

·         Creating an Advanced Filter

·         Using Database Functions

2.      Data Management

·         Importing Data from a Text File

·         Exporting Data

·         Converting Text to Columns

·         Connecting to Data in an Access Database

·         Creating a Web Query

·         Importing Web Data using a Saved Query

·         Working with Hypertext Links

3.      Fundamentals of Excel Pivoting

·         Understanding PivotTables

·         Creating a PivotTable using Worksheet Data

·         Creating a PivotTable using an External Data Connections

·         Laying out a PivotTable on a Worksheet

·         Modifying PivotTable Fields

·         Using a Report Filter

·         Refreshing a PivotTable

·         Formatting a PivotTable

4.      Enhancing PivotTables

·         Working with Summary Functions

·         Sorting Items in a PivotTable

·         Creating a Slicer

·         Grouping Data

·         Applying Label and Value Filters

·         Creating a Calculated Field

·         Creating a Calculated Item

·         Creating Charts from PivotTables

5.      Excel Business Analysis

·         Creating Scenarios

·         Working with Scenarios

·         Using Goal Seek

·         Using One-Input Data Tables

·         Using Two-Input Data Tables

·         Understanding Solver

·         Defining a Problem

·         Solving a Problem

·         Generating a Report of Results and Alternate Solutions

6.      Forecasting, Charting and Dashboards

·         Inserting chart Trendline

·         Choosing the right Trendline for the right data

·         Linear forecasting

·         Relationship equations for projection

·         Using Excel for Budgeting

·         Budgeting best practices Building & Linking Budgets

7.      Advanced Formulas and Functions

·         Working with Functions

·         Using the IF Function

·         Nesting Functions

·         Using Multiple Conditions with the IF Function

·         Using Table Lookup Functions (HLookup and VLookup)

·         Using Text Functions

8.       Understanding Power Pivot and the Power BI Tools
• What is Power Pivot, Power Query, Power View and Power Map
• Why use the Power BI Tools
• Excel versus Power Pivot
• Pivot Table Examples with Excel Data
• Power Pivot Examples with a Data Model
• Power View and Power Map Examples

9.       Working with Data
• Working with an Excel List
• Using Vlookup to add Helper Columns
• Working with an Excel Table
• Cleaning up Tables
• Working with Normalized Tables

10.   Importing Data into Power Pivot
• Understanding Acceptable Data Types
• Adding Excel Tables to Power Pivot
• Importing Access Tables
• Saving the File
• Adding and Maintaining Data in Power Pivot

11.   Creating the Data Model
• What is a Data Model
• Understanding Key Fields
• Creating Relationships between Tables in the Model
• Managing Relationships
• Create and Use Linked Tables
• Create and Use Hierarchies

12.   Using Calculations in Power Pivot
• Types of Calculations in Power Pivot
• Creating a Calculated Column
• Creating a Calculated Field (Measures)
• Implicit Calculated Field
• Explicit Calculated Field
• Understanding DAX Measure Rules and Best Practices
• Choosing Between Calculated Columns and Measures
• Creating a Key Performance Indicator (KPI)

13.   Using Data Analysis Expressions
• Understanding Data Analysis Expressions (DAX) Formulas
• Where to use DAX formulas
• Understanding the DAX syntax
• How to create DAX formulas
• Types of operations you can perform with DAX

14.    Working with DAX Formulas
• Working with Filter Function
• Working with Time Intelligence Functions
• Using Multiple Functions is a Formula
• Using Multiple Data Tables

15.   Data Analysis with Pivot Tables and Pivot Charts
• Creating Pivot Tables
• Filtering Data using Slicers
• Add Visualizations to a Pivot Table
• Creating Pivot Charts
• Formatting Pivot Charts
• Using Multiple Charts and Tables

16.   Working with Power View
• Visualizing Data with Power View
• Creating a Basic Report
• Making Improvements with Power View
• Creating Tables and Matrices
• Building Bar, Column and Pie Charts
• Constructing Line and Scatter Charts
• Producing Map-Based Visualizations

17.    Building Interactive Reports with Power View
• Linking Visualizations in Power View
• Using tiles to Organize the Data
• Filtering Groups and Views
• Exposing the Dashboard

18.   Loading and Transforming Data with Power Query
• Importing Data
• Transforming, cleansing and Filtering Data
• Merging and Shaping Data
• Grouping and Aggregating Data
• Inserting Calculated Columns

19.   Visualizing Data with Power Map
• Preparing the Data for Mapping
• Creating a Map-Based Graph
• Creating Heat and Region Maps
• Adding Multiple Layers to a Map
• Analyzing Changes over Time
• Creating a Tour

This course will provide you with an easy to follow step by step approach to using the new Business Intelligence technology in Excel.

Who is the target audience?

• Excel users
• People who do reporting and create dashboards
• People who analyze data and create new insight

Venue: Westlands, Nairobi.
Date: 30th Oct - 3rd Nov 2017
Duration: 5 Days
Fees: 600$ per delegate Inclusive of Meals, Certificates, 6 Month Post training support. (Group discounts available)
RSVP: outreach@opencastlabs-africa.com