1-Day Course: Data Management & Power Pivot in Excel for Analytics & Dashboards
Target Audience: This course is designed for business users, and anyone who wants to leverage Excel and Power Pivot to transform data into valuable insights and visualisations.
Prerequisites: Basic to intermediate knowledge of Excel, including formulas, functions, and tables.
Course Objectives:
- Gain confidence in data management principles within Excel.
- Master Power Pivot for data cleaning, transformation, and modeling.
- Build comprehensive and interactive Pivot Tables for advanced data analysis. Craft captivating and informative dashboards to tell data stories.
Morning Session:
Module 1: Data Management Essentials in Excel (2 hours)
- Data organisation and cleaning techniques:
- Importing and structuring data from various sources.
- Identifying and correcting data inconsistencies.
- Applying formatting and validation rules for data accuracy.
- Formulas and functions for data manipulation:
- Conditional formatting for visual insights.
- Lookup and reference functions for data extraction.
- Aggregation functions for summarising data.
- Creating and managing Excel tables:
- Leveraging table features for efficient data manipulation.
- Utilising calculated columns and measures for extended analysis.
- Building relationships between multiple tables.
Module 2: Power Pivot - Unleashing Data Analysis Power (2 hours)
- Introduction to Power Pivot and its capabilities:
- Understanding the in-memory data model and its advantages.
- Exploring the Power Pivot interface and functionalities.
- Data cleansing and transformation in Power Pivot:
- Filtering and removing unwanted data points.
- Splitting columns and creating new ones.
- Creating calculated columns and measures for advanced analysis.
- Building relationships between tables in Power Pivot:
- Understanding different relationship types and their impact.
- Creating and managing relationships for accurate data aggregation.
Afternoon Session:
Module 3: Mastering Pivot Tables with Power Pivot (2 hours)
- Creating interactive Pivot Tables from Power Pivot data:
- Choosing appropriate fields and measures for analysis.
- Defining rows, columns, and filters for specific insights.
- Formatting Pivot Tables for clear and concise data presentation.
- Advanced Pivot Table techniques:
- Calculated fields and measures for deeper analysis.
- Slicers and timeline filters for interactive exploration.
- Set analysis and calculated members for detailed breakdowns.
Module 4: Crafting Informative Dashboards in Excel (2 hours)
- Understanding dashboard design principles:
- Defining audience and objectives for clear communication.
- Choosing appropriate charts and graphs for data visualisation.
- Ensuring effective layout and visual hierarchy.
- Building dashboards with Pivot Charts and Power Pivot data:
- Combining multiple charts and graphs for comprehensive representation.
- Formatting dashboards for visual appeal and clarity.
- Adding interactive elements for user engagement.
Course Wrap-up (1 hour)
- Recap and Q&A: Reviewing key learnings and addressing any questions.
- Next steps and resources: Providing guidance for further exploration and practice.
Note: This 1-2-1 course outline is flexible and can be adjusted based on specific audience needs and time constraints. Hands-on practice exercises will be incorporated throughout the training to ensure understanding and retention.
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