Level 5 – Data Analysis and Visualization in Excel

We provide computers to use with on-site training
Everyone receives a paperback workbook, 2-days (16-hours)

Part 1 – Importing 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 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, by 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 of your company year-to-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 and dynamic ranking

Part 4 – Visualize Data

Format Pivot Tables and Pivot Charts for reports
Slice and filter, group and summarize data using cube functions
Timelines in Pivot Tables
Create measures from Pivot Tables
Tableau Prep and Desktop – Data Visualization with Dashboards

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