Excel 2013 Self-Service Analytics with No Code for End Users

Before attending this course, students should have:

Experience working with Excel.

Videos

Included with the course and intended for you to take away are videos of each of the critical lessons taught in the course.

Target Student

This course is intended for all business professionals including IT professional, developers, managers, project leads, project managers, and team leads, but we do not expect coding skills, just thinking skills!

Course duration

2 Days

Course outline

Module 1: Course Overview

Course Overview

Lessons

Introduction
Course Materials
Facilities
Prerequisites
What We'll Be Discussing

Lab 1: Course Overview

None

After completing this module, students will be able to:

Successfully log into their virtual machine.
Have a full understanding of what the course intends to cover.

Module 2: Microsoft Business Intelligence Vision

Microsoft Business Intelligence Vision

Lessons

What is Business Intelligence?
Enterprise Business Intelligence
Team Business Intelligence
Self-Service Business Intelligence

Lab 1: Microsoft Business Intelligence Vision

Explore SharePoint 2013 Interface

After completing this module, students will be able to:

Explore SharePoint 2013 interface.

Module 3: Excel 2013 PowerPivot

In this module we will explore PowerPivot and its analytical capabilities. PowerPivot is a data analysis add-on for Microsoft Excel that allows large amounts of data to be collected, aggregated, and analyzed in one workbook. Sound powerful? It is! We’ll cover everything you need to know to get you up, running, and analyzing.

Lessons

Best Things That PowerPivot Brings to Excel
What Will PowerPivot Do for the Analyst?
Introduction to PivotTables (Optional)
PowerPivot Versions
New 2013 PowerPivot Features
VLOOKUP Not Required (Use Relationships)
Architectural Changes in Excel 2013
PowerPivot and Excel 2013
PowerPivot and SharePoint
Enterprise Business Intelligence and PowerPivot
Importing Data
Data Models
Relationships
Simple PivotTable Reports
Calculated Columns and Calculated Fields
Refreshing Data
Calculations
SharePoint Sharing

Lab 1: Excel 2013 PowerPivot

Pivot Tables (Optional)
PowerPivot User Interface
Importing Data
Importing Large Datasets
Importing Data with a Query
Creating Relationships
Creating a Cascading Relationship
Creating a Relationship Between Tables From Different Sources
Hiding Columns, Change Data Type, Sorting, and Filtering
Calculated Column and Calculated Field
Add a Calculated Field From the PivotTable
Filter Context Using One Table
Row Context and Dynamic Selection
FILTER Function
CALCULATE Function
Build a Date Table
Relate a Table to an Excel Calendar Table
Time Intelligence
Perspectives
Hierarchies
KPIs

After completing this module, students will be able to:

Understand pivottables (optional).
Explore the PowerPivot user interface.
Import data.
Import large datasets.
Import data with a query.
Create relationships.
Create a cascading relationship.
Create a relationship between tables from different sources.
Hide columns, change data types, sort, and filter.
Create and configure calculated columns and calculated fields.
Add a calculated field from the pivottable.
Filter context using one table.
Understand row context and dynamic selection.
Use FILTER function.
Use CALCULATE function.
Build a date table.
Relate a table to an Excel calendar table.
Create and configure Time Intelligence.
Create and configure perspectives.
Create and configure hierarchies.
Create and configure KPIs.

Module 4: Power View

In this module we will cover Power View and the reporting that can be created. From tables to charts and sharing on SharePoint, this module will have you ready to visualize your data in a variety of ways.

Lessons

Report Design Principles
New 2013 Power View Features
Microsoft Power View User Interface
Tables
Charts
BI Semantic Models
Saving and Sharing

Lab 1: Power View

Power View

After completing this module, students will be able to:

Create a report using Power View.

Module 5: Power Query

This module explains how to use Power Query effectively.

Lessons

Power Query and Power Query Formulas
ETL with Power Query
Online Search
Data Refresh
Managing Data Sources and Queries

Lab 1: Power Query

Explore and Connect to Data Sources Using Power Query
ETL Using Power Query
Online Search
Managing Data Sources and Queries

After completing this module, students will be able to:

Explore and connect to data sources using Power Query.
Extract, transform, and load data using Power Query.
Perform online searches.
Managing data sources and queries.

Module 6: Power Map

This module explores Power Map, a new 3D visualization add-in for mapping, exploring, and interacting with geographical and temporal data, enabling users to discover and share new insights.

Lessons

What is Power Map and How Does It Work?
Data Visualizations and 3D Mapping Using Power Map
What is a Tour?

Lab 1: Power Map

Power Map Reports
Create a Tour

After completing this module, students will be able to:

Create and configure a Power Map report.
Create and configure a Tour.

Module 7: Summary Lab Exercises

This module includes concept reinforcement scenarios to encourage students to use what they’ve learned throughout this course. Scenario solutions are provided.

Lessons

Summary Scenario 1
Summary Scenario 2
Summary Scenario 3 (Extra Credit)

Lab 1: Summary Lab Solutions

Summary Scenario Solution 1
Summary Scenario Solution 2

After completing this module, students will be able to:

Summary Lab Exercises

Please contact your training representative for more details on having this course delivered onsite or online

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