Overview

Microsoft Excel is a popular application when it comes to data analysis. Excel is equipped with built-in data power tools, which include PivotTables, Power Query and PowerPivot.

This course is designed to explore a combination of new and revised data tools and features found in Microsoft Excel and is aimed at anyone who needs to work with Excel to connect to, arrange, prepare, process, analyse and display data to produce suitable output and views of data for use at all levels within an organisation.

Read more +

Prerequisites

Delegates must be existing Excel users who have attended our Excel Advanced (QAEXADVC) course or have a similar level of knowledge and are able to:

  • Create, format, and save worksheets and workbooks
  • Create formulas using standard aggregate functions such as SUM, AVERAGE and COUNT
  • Experience of working with list related tools and features such as sorting and filtering would be beneficial
  • Create and modify PivotTables

NOTE: This course is suitable for users of Excel 2016, 2019, 2021 and 365 only.

Read more +

Delegates will learn how to

  • Understand the concepts of data
  • Import and connect to data
  • Prepare data using Power Query Editor
  • Connect to and model data using Power Pivot
  • Use DAX formulas in Power Pivot to analyse data
  • Visualise and present data using PivotTables, PivotCharts and conditional formatting
Read more +

Outline

Module 1: What is data?

  • Different types of data
  • Types of analysis
  • Excel’s data tools
  • Data analysis framework

Module 2: Connecting to data sources

  • Working with common data sources
  • Importing and connecting to data
  • Working with queries and connections

Module 3: Transforming data using Power Query Editor

  • Query Editor overview
  • Power Query data types
  • Combining data sources
  • Cleaning and shaping data
  • Creating calculated columns

Module 4: Data modelling with Power Pivot

  • Introduction to Power Pivot
  • Getting data into the Data Model
  • Creating and editing data relationships in Power Pivot

Module 5: Analysing data using DAX in Power Pivot

  • DAX fundamentals
  • Creating calculated columns
  • Creating measures
  • Working with date tables

Module 6: PivotTables

  • PivotTables overview
  • Using the Data Model to create PivotTables
  • Dynamic filters with Slicers and Timelines

Module 7: Visualising data

  • PivotCharts
  • Hierarchies and drilling
  • Other visualisation types
  • Conditional formatting
  • KPIs

Read more +

Why choose QA

Special Notices

This course is suitable for users of Excel 2016, 2019, 2021 and 365 only.

Please note that this course uses Microsoft Excel for Windows. It’s not suitable for Excel for Mac or Excel via a web browser.

For customers attending remotely via Virtual Classroom, an additional screen is required for this course to work through remote desktop labs and view training information.

Dates & Locations

Data for Business Users learning paths

= Required
= Certification
Microsoft Excel
Google Sheets
Microsoft Power BI
Microsoft Access
Tableau
Need to know

Frequently asked questions

How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

Let's talk

A member of the team will contact you within 4 working hours after submitting the form.

By submitting this form, you agree to QA processing your data in accordance with our Privacy Policy and Terms & Conditions. You can unsubscribe at any time by clicking the link in our emails or contacting us directly.