Course Overview
Take your analysis skills to a whole new level. Power BI is a powerful data analytics tool that is streamlining the way business works with data. Learn how to combine the power of a familiar tool, Microsoft Excel, with all the potential offered by Power BI. Discover how to conduct power pivots, import data, clean and shape data, as well as model data, perform calculations with Data Analysis Expressions (DAX), and visualize data with the variety of built-in charts and graphs in Power BI.
Duration
10 days
Target Audience
- Business analysts
- Data analysts
- Financial analysts
- Marketing professionals
- Operations managers
- Project managers
- IT professionals
- Small business owners
- Entrepreneurs
Organizational Impact
- Enhanced decision-making through better data analysis and visualization.
- Increased productivity with efficient data management practices.
- Improved reporting accuracy and speed.
Personal Impact
- Enhanced Excel and Power BI skills for data analysis and visualization.
- Increased confidence in handling large datasets.
- Improved ability to create impactful business reports and dashboards.
Course Level:
Course Objectives
- Gain enhanced spreadsheets data skills: creating templates, charts, graphics, and formulas for business and operational work.
- How to calculate with advanced functions & formulas, create interactive charts using Excel
- How to analyze data using Pivot Charts. insert graphic objects and quickly transform business data into informative reports using PivotTables
- How to use business dashboards to compare multiple business elements in one screen
- How to generate management and weekly reports quickly and accurately
Course Outline
Module 1: Introduction to Business Data Analysis with Excel
- Introduction, Outline & Objectives
- Functions and Formulae
- Entering and Copying Formulae
- Creating Formulas using Names
- Managing Names using Name Manager
- Searching for Functions
- Naming Ranges
- Creating Named Ranges
- Using Names in Movement
- Inserting Names in Formulae
- Formatting
- Number Formatting
- Cell Styles
- Copying and Clearing Formatting
- Case Study/Practical Component: Analyzing a real-world business dataset to apply and practice Excel functions and formatting techniques.
Module 2: Calculating with Formulas and Functions
- Use Date and Time Functions
- Use Statistical Functions
- Use Database Functions
- Use Lookup Functions
- Use Logical Functions
- Case Study/Practical Component: Calculating key business metrics using a sample dataset to demonstrate the practical application of various Excel functions.
Module 3: Visualizing Data with Charts
- Use Recommended Charts Tool
- Create Chart with Quick Analysis
- Align Chart Axis Labels
- Display Value Axis in Millions
- Create Chart with Multi-Line Labels
- Create Combo Chart
- Create Chart Template for Sharing
- Build Dynamic Chart with Table
- Case Study/Practical Component: Creating a comprehensive data visualization report using a business case to illustrate the use of different charting tools in Excel.
Module 4: Analyzing Data with Tables
- Create Table with Quick Analysis
- Remove Duplicate Records
- Add Total Row to Table
- Insert Calculated Columns
- Filter Table Data with Custom Filter
- Use Slicer to Filter Data
- Apply Conditional Formatting
- Sort and Filter Data by Color
- Create In-Cell Chart with Sparklines
- Case Study/Practical Component: Managing and analyzing a large dataset using Excel tables and filters to derive actionable insights.
Module 5: Analyzing Data with PivotTables
- Overview of PivotTable & PivotChart
- Create PivotTable from Table
- Change Report Layouts
- Show and Hide Report Totals
- Create Custom Calculations
- Filter Pivot Data with Slicer and Timeline
- Group Fields in a PivotTable
- Create Calculated Fields in PivotTable
- Case Study/Practical Component: Developing a comprehensive sales report using PivotTables to summarize and analyze business performance.
Module 6: Importing External Data Sources
- Import Data from Text Files
- Create PivotTable from Microsoft Access
- Create PivotChart from Microsoft Access
- Manage Data Connections
- Case Study/Practical Component: Integrating and analyzing data from multiple external sources to create a unified business report.
Module 7: Data Manipulation in Excel
- How Excel Handles Different Data Types
- Data Consistency
- Building Datasheets
- Sorting
- Filtering
- Data Cleaning
- Data Formatting
- Case Study/Practical Component: Cleaning and organizing a messy dataset to prepare it for analysis in a business context.
Module 8: Creating Dashboard Reports
- Overview of Dashboard
- Create PivotTable and PivotChart
- Hide Field Buttons from PivotChart
- Use Slicer to Connect PivotTables
- Build a Slicer Dashboard Report
- Case Study/Practical Component: Building an interactive Excel dashboard to monitor key performance indicators (KPIs) for a business.
Module 9: Power BI Essentials
- Power BI Overview
- Setting Up a Power BI Account
- Installing Power BI Desktop
- Connecting to Multiple Data Sources
- Data Modelling
- Introduction to DAX
- DAX: Crossjoin
- DAX #2: Meet the Most Popular DAX Formula – CALCULATE
- DAX #3: VALUES, Another Must-Know DAX Formula
- DAX #4: CALENDAR, Every Sales/Operations Analyst's Friend
- DAX #5: SUMMARIZE
- Case Study/Practical Component: Creating a data model in Power BI and applying DAX formulas to solve a business problem.
Module 10: Business Data Analytics with Power BI
- Connecting to and Cleaning Data
- Creating Calculated Fields in Power BI
- Implicit vs Explicit Measures
- Building a Data Model
- Data Tables vs Lookup Tables
- Building Charts: Line, Bar, Geo Maps
- Creating a Slicer
- Creating a Dashboard
- Case Study/Practical Component: Developing a full Power BI dashboard to present insights from a complex business dataset.
Related Courses
Course Administration Details:
Methodology
These instructor-led training sessions are delivered using a blended learning approach and include presentations, guided practical exercises, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience as professionals and trainers in these fields. All facilitation and course materials are offered in English. Participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation and Airport Transfer
Accommodation and Airport Transfer are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: [email protected]
- Phone: +254715 077 817
Payment
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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