Excel BI for Analysts

Description of training

When Microsoft noticed that the world of processing, analysis and visualisation of data leaves them behind, it has started working on the missing elements for Excel users. In this way, a large range of FREE ADD-INS appeared, of which most of us – Excel users – have no idea, and which can solve many of our everyday problems. From the time of running it, Microsoft refers to its Excel as BI. In their arsenal every analyst has a possibility to download and process the data automatically using Power Query, build a data model using Power Pivot and visualise it using Power BI and Power Map. During the training the users will learn what their practical applications are and how they save us time.

Aim of the training

Learn how to use Excel add-ins, like Power Query, Power Pivot, Power Map, and Power BI app, in practice.

Participants will learn:

  • How to automate the process of data processing using Power Query
  • How to build your own data model with measures, which are not available in a standard pivot table, using Power Pivot
  • How to present graphic data on a report (Power BI) and on maps (Power Map)

Exercises:

Participants learn how to build automated reporting environment in Excel which allows us to review, update and distribute report in a very quick way. The training consists of plenty of practical exercises based on the most popular reporting challenges.

Training form:

The training takes place online or on-site in the ordering company’s office or any place chosen by it. A coordinator from the ordering company chooses a group of participants not larger than 15 people. The participants should have Power BI installed. The training lasts 2 or 3 days (each day lasting 7 hours).

Price:

3400 EUR for a 2-day training
5100 EUR for a 3-day training
+ optionally 149 EUR per person for 4in1 POWER courses bundle at Excel BI Academy (22 hours of videos)

Training agenda

What is „BI”?

  1. What does the business need?
  2. Review of the BI tool market
  3. Excel BI – introduction

Power Query

  1. Report from A to Z
  2. Append & getting the files from folder
  3. Merge queries vs VLOOKUP
  4. Add new columns & transform columns
  5. Group data
  6. Unpivot

Power Pivot

  1. Import of data from various sources
  2. Creating relationships
  3. Creating a hierarchy
  4. DAX language
  5. Creating KPIs
  6. Using a data model in pivot table

Power Map

  1. Creating various maps
  2. Filtering data
  3. Geocoding
  4. Refreshing data

Power Map

  1. Creating various maps
  2. Filtering data
  3. Geocoding
  4. Refreshing data

Training in numbers

2

days of intensive training

25

exercises to do by Participants

2

surprises during the training

200

pages of materials in the form of a book will be given to each Participant

Profile of a Participant:

All owners of Excel 2010 / 2013 / 2016 programmes interested in work automation, expanding possibilities of Excel and creating advanced reports.

After the training the participants:

  • Will save many hours of work creating refreshable queries to reference databases, files and folders
  • Will extend the possibilities of Excel, creating reports based on several sources, processing over 1 000 000 lines with any calculations in pivot table
  • Will be able to design their own reports in Excel in such a way, that they would convey the most important information in a flash.

Benefits from organisation:

  • Automated process of data processing which provides an analyst with more time for drawing conclusions.
  • Interactive and more functional reports.
  • Using new form of analysis of data in the form of maps.
Bartosz-Czapiewski-150x150
Bartosz Czapiewski
COACH

An expert in the area of BI and data visualisation with +10 years of experience as an analyst, report designer, consultant and trainer. He prepared reports for the largest Polish and foreign companies. Enthusiast of Excel (with Power Query and Power Pivot), Power BI, data visualisation and dashboards.

Do you have anymore questions?

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