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MIM1012_A – Advanced Data Analytics with Power Query & Power Pivot (2 Days)

OVERVIEW

Power Query (Get & Transform) and Power Pivot complement each other. Power Query is the recommended experience for importing data. With Power Query, you automate the process of importing, transforming and cleansing your data to save a TON of time with your job. For example, remove a column, change a data type or merge tables, in ways that meet your needs. Then, you can load your query into Excel to create charts and reports. Periodically, you can refresh the data to make it up to date. Power Query is available on three Excel applications, Excel for Windows, Excel for MAC and Excel for the Web.

Power Pivot is great for modelling the data you’ve imported. With Power Pivot, you can import millions of records from multiple data sources into a single Excel workbook, create calculated columns using Data Analysis Expressions (DAX) functions, create Data Model, create Key Performance Indicator (KPIs) to track performance against targets and create calculated measures that aggregate data from different rows on a PivotTable.

Use both to shape your data in Excel so you can explore and visualize it in PivotTables and Pivot Charts. In short, with Power Query you get your data into Excel, either in worksheets or the Excel Data Model. With Power Pivot, you add richness to that Data Model.

By the end of this course the delegates will be able to:

  • Find and connect to data from a wide variety of sources including performing online searches
  • Learn how to cleanse data quickly and automatically without the need for tedious task work.
  • Merge and shape data sources to match your data analysis requirements or prepare it for further analysis and modelling
  • Learn how to create and modify table relationships, connecting multiple data tables
  • Understand the differences between one-to-one, one-to-many, and many-to-many relationships
  • Understand how Power Pivot builds on the functionality in Excel’s native tools, such as PivotTables, Slicers and key multiple criteria functions
  • Learn how to write powerful formulae in Power Pivot’s Data Analysis Expressions (DAX) language
  • Typically spans 2 days (9am to 5pm).
  • Nonetheless, we can customize both the program’s duration and schedule to cater to unique client requirements (e.g., compact 1-day workshops or extended sessions beyond 3 days).
  • Data Analysts
  • Financial Analysts
  • Excel Users
  • Project Managers
  • Sales and Marketing Professionals
  • Accountants
  • Operations Managers

PROGRAM OUTLINE

Lesson 1.1: Getting Familiar with Power Query

  • Introduction to Power Query
  • Meet Power Query aka Get Transform
  • Data Sources Supported by Power Query
  • Understanding the Navigator Pane
  • Query Editor Tabs

 

Lesson 1.2: Common Data Extraction using Power Query

  • Data Loading Options
  • Creating a New Query from a Text File
  • Creating a New Query from a CVS File
  • Creating a New Query from an Excel workbook
  • Creating a New Query from an Excel Table/Range

 

Lesson 1.3: Advance Data Extraction using Power Query

  • Getting data from XML files
  • Creating a New Query from the Web
  • Creating a New Query from Access Database
  • Connect a New Query to a folder of files
  • Combining Data from Multiple Text Files

Lesson 2.1: Understanding Data Types

  • Defining data types and errors
  • Setting the Data Type of a Column
  • Changing Data Types and Locales

 

Lesson 2.2: Transformation Tasks with Column

  • Naming Columns
  • Moving Columns
  • Removing Columns
  • Splitting Columns
  • Merging Columns

 

Lesson 2.3: Filtering and Sorting Rows

  • Filtering Rows Using Auto-Filter
  • Filtering Rows Using Number, Text, and Date Filters
  • Filtering Rows by Range
  • Removing Duplicate Values/Records
  • Filtering Out Rows with Errors
  • Sorting a Query

Lesson 3.1: Changing Values in a Query

  • Replacing Values with Other Values
  • Filling in blank fields
  • Concatenating columns
  • Changing case
  • Trimming and cleaning text
  • Extracting the left, right, and middle values
  • Number-specific query editing tools
  • Date-specific query editing tools

 

Lesson 3.2: Creating Custom Columns

  • Add index and conditional columns
  • Inserting Calculated Columns
  • Custom Columns with M Calculations
  • Inserting Custom Date and Time Columns
  • Add a column from an example

 

Lesson 3.3: Extending Power Query with Custom Functions

  • Creating and Using a Basic Custom Function
  • Preparing for a parameter query
  • Creating the base query
  • Creating the parameter query

 

Lesson 3.4: Advance Power Query Features

  • Filling Up and Down to Replace Missing Values
  • Grouping and Aggregating Data
  • Pivoting and Unpivoting Data with Power Query
  • Transposing a Table

Lesson 4.1: Making Queries Work Together

  • Reusing Query Steps
  • Renaming Query Steps
  • Understanding the Append Feature
  • Creating the needed base queries
  • Appending the data
  • Understanding the Merge Feature
  • Understanding Power Query joins
  • Merging queries

 

Lesson 4.2: Data Destinations

  • Choosing a Destination for Your Data
  • Loading Data to the Worksheet Using the Default Excel Table Output
  • Loading Data to Your Own Excel Tables
  • Loading Data to Data Model/Power Pivot
  • Loading Data Connection Only

 

Lesson 4.3: Loading Data to the Excel Data Model

  • Viewing Tables in the Excel Data Model
  • Advantages of Using the Excel Data Model
  • Power Query and Table Relationships
  • Breaking Changes

 

Lesson 4.4: Refreshing Queries

  • Refreshing Queries Manually
  • Automating Data Refresh
  • Power Query Best Practices

Lesson 5.1: Getting Familiar with Power Pivot

  • Introduction to Power Pivot
  • Understanding Power Pivot
  • Limitations of the Internal Data Model
  • Understanding Acceptable Data Types
  • Launching Power Pivot
  • Tour of Power Pivot Window
  • Power Pivot best practices

 

Lesson 5.2: Common Data Extraction using Power Pivot

  • Preparing Your Data
  • Adding Excel Tables to Power Pivot
  • Importing a Text File
  • Copying and Pasting Data

 

Lesson 5.3: Advance Data Extraction using Power Pivot

  • Importing Access Tables
  • Importing Data from external Excel Files
  • Adding and Maintaining Data in Power Pivot

Lesson 6.1: Introduction to Data Model

  • Example of Data Model
  • Meet the Excel data model
  • Access the Data Model
  • The Data Model Window
  • Understanding Key Fields
  • Data vs. Diagram View
  • Database normalization

 

Lesson 6.2: Data Model Vs. Excel Table

  • Data Models Table Types
  • Data tables versus lookup tables
  • Relationships versus merged tables

 

Lesson 6.3: Working with Relationships

  • Primary & Foreign Keys
  • Create Table Relationships
  • Connecting Lookups To Lookups
  • Modify table relationships
  • Active versus inactive relationships
  • Relationship cardinality
  • Connect multiple data tables

 

Lesson 6.4: Understanding Data Model Relationship

  • Filter direction
  • Hide fields from client tools
  • Define hierarchies
  • Data model best practices

Lesson 7.1: Creating and Applying a Date Table

  • Creating a Date Table in Excel
  • Marking a Table as a Date Table
  • Creating the Date Table in Power Pivot
  • Adding Sort by Columns to the Date Table
  • Adding the Date Table to the Data Model

Lesson 8.1: Introduction to Calculation

  • Types of Calculations in Power Pivot
  • Creating a Calculated Column
  • Creating a Calculated Field (Measures)
  • Creating Implicit Measures
  • Creating Explicit Measures (Power Pivot)
  • Creating a Key Performance Indicator (KPI)

 

Lesson 8.2: Using Data Analysis Expressions

  • Understanding Data Analysis Expressions (DAX) Formulas
  • Where to use DAX formulas
  • Understanding the DAX syntax
  • COUNT, COUNTA, DISTINCTCOUNT, and COUNTROWS
  • Logical Functions (IF, AND, and OR)
  • The CALCULATE function
  • The FILTER Function
  • Join data with RELATED
  • Iterator functions: SUMX
  • Iterator functions: RANKX
  • Speed & Performance Considerations
  • Dax Best Practices

 

Lesson 8.3: Time Intelligence Formulas

  • Introductions
  • PREVIOUSYEAR & NEXTYEAR
  • DATESYTD & TOTALYTD
  • DATESBETWEEN
  • FIRSTDATE & LASTDATE
  • CLOSING/OPENINGBALANCE
  • Creating Pivot Tables
  • Filtering Data using Slicers
  • Add Visualizations to a Pivot Table
  • Creating Pivot Charts
  • Formatting Pivot Charts
  • Using Multiple Charts and Tables

PROGRAM METHODOLOGY

  • Hands-on Activities: Practical exercises to reinforce theoretical concepts.
  • Group Discussions: Opportunities for peer-to-peer learning and exchange of ideas.
  • Role Plays: Simulations of realistic situations to build practical skills.
  • Feedback Sessions: Reviews and reflections to encourage improvement.
  • Problem-solving Exercises: Develop critical thinking and decision-making skills.
  • Experiential Learning: Learning by doing, promoting active involvement.
  • Interactive Lectures: Engaging presentations by experts in the field.
  • Case Studies: Real-world scenarios for learners to apply their knowledge.
  • Quizzes & Tests: Regular assessments to track learning progress.
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