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Excel Dashboards

Length: 0.5 Days    Cost: $285 + GST    Version: Excel

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CentreAprMayJunJul
Auckland
28
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02
15
Hamilton
27
20
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09
Christchurch
21
19
10
24
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Wellington--
17
18
29
Virtual Class -- -- -- --

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About this Course

This course is designed to introduce you to the Excel Data Model and Power Pivot functionality. Learn how you can turn Excel into an interactive dashboard using Pivot Charts and Slicers. We will explore how Power Query can help optimize your spreadsheets and free up hours of your valuable time and effort.



Audience


You don’t know what you don’t know. This course is designed for anyone currently using Excel to report on data from multiple tables or data sources. Do you find yourself short on time and still using lots of VLOOKUPS, copy paste, text cleansing functions, Text to Columns or other laborious methods to prepare your data for reports and Pivot Tables? This course will introduce you to Excel Power Tools (Power Query, Power Pivot and Excel Data Model) and show you how they can save you time.

If you’re already familiar with Excel Power Tools and looking for more in depth learning on Power Query, Power Pivot and Pivot Tables, best practice considerations and troubleshooting tips, DAX measures and columns, and more then we recommend course 20779: Analyzing and Visualizing Data with Excel.

Prerequisites

To get the most out of this course, attendees should:

  • Be comfortable writing and working with intermediate to advanced Excel formulas
  • Demonstrate how to write a successful VLOOKUP
  • Have used or created a Pivot Chart or Pivot Table
  • Have the desire to work with data from multiple tables or sources (might currently be using VLOOKUP, copy paste or other method to combine data in Excel).

At Course Completion

Upon course completion, you will know when to use Power Query, Power Pivot and Pivot Tables to optimize your Excel reports and create interactive, refreshable dashboards. You'll be ready to take the next step and expand your knowledge of Excel Power Tools with our course 20779: Analyzing and Visualizing Data with Excel.

Course Outline


Excel Databases & Tables: Get the building blocks in place for reliable dashboards and reporting.

Get and Transform Data with Power Query: Let Power Query handle those repetitive tasks you do every time you generate a new Excel report. No macros required.

Goodbye VLOOKUP, Hello Power Pivot: Make your reports faster and more efficient with relationships in the Excel Data Model.

Pivot Charts from Data Model: Pivot Charts are dynamic and flexible – perfect for creating a dashboard in Excel.

Get RELATED() fields using DAX: Simple, yet complex, DAX is a powerful way to get insights from your data and perform reliable calculations.

Format Data using Power Pivot: Stop wasting time formatting each chart, let the Data Model format percentages, commas, decimals, dates and more.

Filter multiple charts with Slicer Report Connections:Find correlations and insights by connecting all your charts to a single user friendly slicer that will filter everything on your page.


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