Advanced MS Excel techniques for effective analysis

Summary

 

Learning Outcomes

  • Master the art of data manipulation and transformation using Power Query, allowing you to efficiently clean, shape, and combine data from various sources.
  • Excel in advanced data analysis and modeling with Power Pivot, empowering you to create dynamic relationships, calculated measures,and insightful dashboards.
  • Automate your data workflows saving you time and ensuring your reports are always up-to-date.
  • Enhance your data visualization skills by creating advanced charts and leveraging Power BI integration for dynamic, interactive reporting.

Target Audience

  • Analyst working in excel

Day 1

 

Session 1

 

Introduction to Power Query 

  • Getting Started with Power Query 
  • Introduction to Power Query. 
  • Basic Power Query interface overview. 

Connecting to Data Sources 

  • Importing data from Excel files/ CSV files/ databases (SQL Server)/ web sources (APIs) 

Data Transformation and Cleanup  

  • Filtering and sorting data. 
  • Removing duplicates, Splitting and merging columns.
  • Handling missing data 

Data Source and Query Options 

  • Managing connections and queries. 
  • Refreshing data. 
  • Loading data into Excel 

Session 2 

 

Advanced Power Query Techniques

 

Using M Formula Language  

  • Introduction to M formula language. 
  • Custom columns and functions. 
  • Conditional logic in M. 

Combining Queries 

  • Merging queries, Appending queries. 
  • Joining tables 

Pivot and Unpivot Data 

  • Understanding Pivot and Unpivot. 
  • Using Pivot and Unpivot transformations. 
  • Advanced pivot and unpivot scenarios. 

Introduction to Power Query 

  • Getting Started with Power Query 
  • Introduction to Power Query. 
  • Basic Power Query interface overview. 

 

Day 2

 

Session 3

 

Data Modeling and Analysis

 

Data Modeling with Power Pivot  

  • Introduction to Power Pivot.  
  • Creating relationships between tables. 
  • DAX functions for data modeling. 

Advanced Data Analysis 

  • Creating calculated columns and measures. 
  • Slicers and timelines. 
  • Building interactive dashboards. 
  • Data Cleaning 

Session 4 

 

Data Visualization and Reporting

 

Advanced Charting and Graphs 

  • Creating advanced Excel charts. 

Session 5 

 

Data Security

 

Data Security and Sharing 

  • Protecting sensitive data in Excel.
  • Sharing workbooks securely.  

 

Trainer Profile 

 

Trainer has a rich experience in data science and financial modeling areas. He is a versatile trainer equipped to handle topics like machine learning, programming languages in Python and R and market risk analysis. He is a engineer and MBA by education.

 

Training dates - December 11-12, 2023

Training location - Mumbai

Training fees - ₹ 20,000 + applicable taxes