Training Data Analysis with Excel: PivotTables and Power Query Essentials

 Syllabus Training

Data Analysis with Excel: PivotTables and Power Query Essentials

Training Methods : Offline Public/ Online/ Inhouse

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Training Description: This training focuses on leveraging Excel's powerful data analysis tools – PivotTables and Power Query. Participants will learn how to transform raw data into actionable insights, create dynamic reports, and automate data cleaning processes.

Training Objectives:

• Master the art of data manipulation using PivotTables.
• Harness the capabilities of Power Query for efficient data transformation.
• Automate data cleaning and enhance data visualization skills.

Training Prerequisites: Basic knowledge of Excel and familiarity with spreadsheet navigation. Participants should have a basic understanding of data organization and manipulation in Excel.

Outline Materi:

1. Introduction to PivotTables:

   • Understanding the role of PivotTables in data analysis.
   • Creating basic PivotTables from raw data.

2. Advanced PivotTable Techniques:

   • Grouping, filtering, and sorting data within PivotTables.
   • Creating calculated fields and items for customized analysis.

3. PivotTable Slicers and Timelines:

   • Enhancing data interactivity with slicers.
   • Using timelines for date-based filtering.

4. Power Query Fundamentals:

   • Introduction to Power Query and its benefits.
   • Connecting to external data sources.

5. Data Transformation with Power Query:

   • Cleaning and shaping data using Power Query Editor.
   • Merging and appending queries for comprehensive analysis.

6. Advanced Power Query Functions:

   • Applying conditional logic in Power Query transformations.
   • Utilizing functions like Pivot and Unpivot for dynamic data reshaping.

7. Query Folding and Optimization:

   • Understanding query folding for improved performance.
   • Optimizing Power Query steps for efficiency.

8. Loading Data into Excel:

   • Loading transformed data back into Excel.
   • Establishing connections for automatic data updates.

9. Creating Dynamic Reports:

   • Building dynamic dashboards with PivotTables and Power Query.
   • Integrating data visualizations for impactful reporting.

10. Automation and Scheduled Refresh:

    • Setting up automatic data refresh using Power Query.
    • Implementing scheduled updates for real-time insights.

11. Case Studies and Practical Applications:

    • Hands-on exercises and real-world scenarios.
    • Applying PivotTables and Power Query to solve business challenges.

12. Q&A and Troubleshooting Session:

    • Addressing participant questions and challenges.
    • Troubleshooting common issues in PivotTables and Power Query.

Upon completion, participants will have the skills to efficiently analyze and transform data, turning raw information into actionable insights.

Categories: Data Analysis with Excel, PivotTables, Power Query Essentials, syllabus, Training Excel