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THE VIRTUAL PLATFORM IS ALSO AVAILABLE FOR THIS COURSE.
COURSE COVERAGE
INTRODUCTION
Business Intelligence in a business is to help corporate executives, business managers and other operational workers make better and more informed business decisions. Companies also use BI to cut costs, identify new business opportunities, and spot inefficient business processes ripe for re-engineering. BI as a discipline and as a technology-driven process is made up of several related activities which include, Data mining, analytical processing, Querying and Reporting. The potential benefits of business intelligence include Accelerating and improving decision making, optimizing internal business processes, increasing operational efficiency, driving new revenues, gaining competitive advantages over business rivals, identifying market trends and Spotting business problems that need to be addressed
This course makes use of microsoft Excel which is the universal language of business and accountants, and most decision-makers in small to mid-sized businesses use the king of spreadsheets in some way for reporting. In fact, research analyst Gartner has conceded that “Excel is still the number one reporting tool”.
This course covers the Excel Dashboard and Reports, pivot table, Power BI publisher for Excel and Excel Power BI tools (power query, PowerPivot, powerview, powermap) which will help in providing faster data insights, data analysis, data mining, data modelling, financial reporting, improving day-to-day decision-making capacities and business performance.
This course is very hands-on with Excel, and offers all the advice and software practice utilizing these advanced tools which include building queries to extract, transform, and load data, and also to create elegant data models with PowerPivot. This involves analyzing multiple data sets, working with cross-sectional data, merging different sets to create a data model.
LEARNING OBJECTIVES
By the end of this course, you will be able to:
- Extract and transform data
- Import data into Power Pivot from different sources
- Set up and manipulate Pivot Tables and Pivot Charts with Power Pivot
- Describe, set up and work with Tables, Table Relationships, Calculated Columns and Measures
- Understand the complex DAX functions and use them in your data analysis
- Work with relational data and perform dynamic aggregation.
- Create a report with real-world data: PowerPivot, Power Query, powerview and Power Map
- Calculated items and KPIs
- Extract meaningful insight from a data model
- Dynamic filters with slicers and timelines
- Automate reoccurring tasks
- Work with the ‘M’ language
- Localising data & geographic plots across the globe
- Make a killer map
Course Content
Module 1: Introducing Power BI for Excel You Will Learn:
- What Is Power BI for Excel?
- Power BI for Excel Key Features
- Microsoft’s Self-Service Power BI Model
Module 2: BI Data Query Course Content
Power Query is the tool use in BI data Query, allows you to extract data from multiple sources and perform data cleansing operations on that data. It allows you to clean, reshape, and combine your data with ease, no matter where it comes from be it Excel workbook, Text or CSV file, XML file, JSON file, SQL Server database, Access database, web etc
You Will Learn:
- What is a BI Data Query?
- Activating Power Query in Excel
- Power Query Interface
- Business Intelligence Data Sources
- Data Source Types
- Planning a BI Data Query
- Query Editor Transformations
- Merging & Appending Queries
- Calculated Columns
- Grouping and Summarizing Data
- Unpivoting Data
- Dealing with Malformed Data
- Finalizing Queries
Module 3: Creating Data Models
Excel can analyze mountains of data, but you might be working too hard if you’re not utilizing the Data Model feature to corral it. This feature lets you integrate data from multiple tables by creating relationships based on a common column. The model works behind the scenes and simplifies
You Will Learn:
Creating a Data Model from Excel Data
- Creating a Data Model from Access Database Data
- Creating a Hybrid Data Model
Module 4: PowerPivot for Excel
Power Pivot has been developed to help companies analyze and understand the growing quantities of data that are created on a daily basis. Power Pivot will improve your time to create reports, develop data analysis and gain insight into your your data by at least 80%. Create relationships between tables of data without Vlookups, Create powerful Key Metric and Key Performance Indicator calculations, Manage and work with data models of millions of records of data and Create powerful new dashboards and reports.
You Will Learn:
- What is PowerPivot?
- How PowerPivot differs from a PivotTable
- Activating Power Pivot in Excel
- PowerPivot Components
- Loading Data into Power Pivot
- What is a PowerPivot Report?
- Data-Driven Storytelling
- Understanding PowerPivot Data
- Understanding Data Terminology
- Understanding Tables
- Understanding Relationships
- Diagnosing Data Models
- Data Model Schemas
- Create Reports using PowerPivot Data
- Making Changes to PowerPivot Data
- Creating Pivot Tables with PowerPivot Data
- Creating PowerPivot PivotCharts
- Creating Slicers
- Graphing Data
- Named Sets and KPIs
Module 5: Creating PowerPivot Functions
Data Analysis Expressions (DAX) is the native formula and query language for Microsoft PowerPivot, Power BI Desktop and SQL Server Analysis Services (SSAS) Tabular models. DAX includes some of the functions that are used in Excel formulas with additional functions that are designed to work with relational data and perform dynamic aggregation.
You Will Learn:
- Calculated Columns
- What is DAX?
- Understanding DAX Functions
- Common DAX Functions
- Dates and Date Functions
Module 6: Power View for Excel
Power View is an interactive data exploration, visualization, and presentation experience that encourages intuitive ad-hoc reporting.
You Will Learn:
- What Is Power View?
- Activating Power Pivot in Excel
- Creating Power View Reports
- Power View Interface Components
- Understanding Table Visualizations
- Chart Visualizations
- Power View Tiles, Slicers, & Multiples
Module 7: Power Map for Excel
Excel Power Map is an extension that lets you plot your Excel-based geospatial data on a map.
You Will Learn:
- What Is Power Map?
- Preparing a Power Map Tour
- Power Map Designer
- Creating a Power Map Tour
- Power Map Formatting Tools
Module 8: Power BI publisher for Excel
With the Power BI Publisher Excel, you take snapshots of your important insights in Excel and Pin them in Power BI Dashboards. It helps to easing the Transition from Excel to PowerBI
You Will Learn:
- Installing power bi Publisher for Excel
- Activating power bi Publisher
- Pin a range to a dashboard
- Pin a Chart to a dashboard
- Manage pinned elements
- Connect to data in Power BI
Who Should Attend?
This course is suited to those with an interest in Excel, data analysis, data science, business intelligence, market analytics, reporting sales, analytics, Fraud and Audit and is well suited for Accountants, statisticians, Auditors, Internal Auditors, Economists, enterprise managers, data analysts, Business Analysts, Finance staff, Banking staff, financial market staffs, consultants, Management and those involved with Compliance and Risk assessment and BI.
Duration:
3 days
Prerequisites:
- Each participate is expected to have access to a system during the training as this is a practical class and this would aid active participation and understanding.
- Prior knowledge of excel is a compulsory as this is not a beginner non- intermediate excel class.
Class Session : 10:00am – 4:00pm each day including Breakfast and Lunch time
Customize Your Training
This training solution and other training topics from McTimothyAssociates are currently available as residential/in-house option.
Please Note
McTimothy Associates Reserves the right to postpone or cancel a course due to unforeseen circumstances beyond our control. In such cases delegate(s) will be registered for the next run of the Course.
N:B: All exercises and project files used on the course will be available for class use and take home
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