Course length

5 days

Why come on this course?

On this course you will examine a combination of new and revised features which are available to help you work with data in Microsoft Excel. Topics and technologies covered include sorting, filtering, visual analysis, Data Tables, data connections, the Data Model, PivotTables, Power Query and PowerPivot.

Who is it for?

This course is designed for anyone who needs to work with Excel in order to connect to, arrange, prepare, process, analyse and display data in order to produce suitable output and views of data for use at all levels within an organisation.

Prerequisites

Please note that this course is not suitable for new Excel users. You must have existing Excel skills which at the very minimum meet the prerequisites listed below.

• Work with absolute references
• Create named ranges
• Be able to create formulas using standard aggregate and specialized functions, as covered in 'Using Formulas and Functions' in the Microsoft Excel Introduction course and 'Calculating with Advanced Formulas' in the Microsoft Excel Intermediate course.

What will I learn?

You will learn how to:

• Organise worksheet data so that data can be sorted and filtered
• Apply Conditional Formatting
• Import data into Excel 
• Create connections to external data sources
• Use Workbook Analysis
• Utilise new Excel features to analyse data
• Present external and Excel based organisational data using a combination of graphical and data views
• Create PivotTables and analyse data
• Connect to and shape external data using Power Query in Excel
• Use PowerPivot for data connection and analysis
• Use Power Map to create visualisations of geo-data

Course contents

Organising Worksheet Data

• Apply Basic Sorting to a Data Range
• Advanced Sorting
• Summarise Data with Subtotals

Analysing Data using Filters and Outlines

• AutoFilters
• Advanced Filters
• Use Database Functions
• Use Outlines to Organise Data

Use Conditional Formatting

• Pre-set Conditional Formatting
• Custom Conditional Formatting
• Sorting and Filtering using Conditional Formats

What If Analysis

• Creating a Single Input Data Table
• Creating a Two-Variable Data Table
• Creating Scenarios
• What If Analysis using Goal Seek
• Creating a Forecast Sheet
• Consolidating Data
• Link Workbooks using Formulas

Getting the Data to your Workbook

• Import or Connection
• Data from Other Files
• Retrieving Data from Other Applications
• Using Web Based Data

Preparing Data for Analysis

• Data Cleansing and Manipulation Tools
• Introduction to Tables
• Creating and working with Data Models and Data Relationships
• Workbook Analysis with Inquire

Using Tables, Slicers and Functions

• Tables and Slicers
• Analysis with Excel Functions and Data Validation

Working with the Data Visually

• Quick Visual Analysis
• Visualise Trends with Sparklines
• Using Charts and Trendlines
• Lines and Error Bars

Working With PivotTables

• Introducing PivotTables
• Creating PivotTables from a Single Table or List
• Filtering, Grouping and Summarising Data in a PivotTable
• Creating PivotTables using Workbook Relationships
• Creating PivotTables with External Data Model Connections
• Using Sets, Calculated Fields and Calculated Items
• Slicers and Timelines in PivotTables

PivotCharts

• Create PivotCharts
• Creating Decoupled PivotCharts
• Shaping and Filtering the Data using PivotCharts

Power View Reports

• Creating Power View Reports
• Using Tables, Cards and Matrices
• Charting in Power View Reports
• Mapping Geo-Data
• Power View Options

Introduction to Microsoft Power Query

• What is Power Query?
• Power Query Data Sources
• Data Import Process and Query Editor Overview
• Data Transforms using the Query Editor
• Column, Row and Calculated Transform Actions
• Combining Data Sources as a Mash Up

Introduction to PowerPivot

• Concepts and Components
• Working with the Manage Console
• Creating and Editing Data Relationships
• Calculated Fields and KPIs
• Creating a Pivot Based Dashboard from PowerPivot