Microsoft Excel - Level 5 - Data Analysis and Dashboards
Laptops are provided to use with on-site, classroom training
Everyone receives a physical workbook, 2 days (16 hours), $225 per person per day
Part 1 - Import data
Data analysis using Excel Pivot Tables with dashboards and slicers
Query SQL Server databases
Power Query to import individual Excel files from different folders
Importing Excel and CSV files and refreshing queries to automatically import data
Part 2 – Cleanse Data
Formatting, cleaning and transforming data to make it ready to analyze
Importing reports and combining columns
Using Excel tables and creating automatic and manual relationships
Making a calendar and other data tables and importing lists of business data
Part 3 – Model Data
Performance KPI Indicators for business activities
Create DAX (Data Analysis Expressions) calculated columns and measures
Analyzing 7-day, 10-day, 15-day, 30-day rolling averages in sales, inventory, labor hours, etc.
Analyzing year-to-year and month-to-month change in sales, expenses, labor hours, products, departments, vendors, customers, etc.
Analyzing month-to-date, quarter-to-date, and year-to-date sales, expenses, labor hours
Analyzing percentage change of market share year-over-year
Analyzing expansion of sales to new customers by units and dollar amounts
Analyzing repeat customer sales and periods where those customers had no sales
Financial report authoring, Advanced business ratios, dynamic ranking
Part 4 – Visualize Data
Format Pivot Tables and Pivot Charts for reports
Make column charts and line charts, Share reports