Analyzing And Visualizing Data With Microsoft Excel Data Modeling

Microsoft Excel Pivot Tables, Get and Transform (Power Query) and Power Pivot (DAX) for advanced data analysis. 70-779.

Last updated 2022-01-10 | 4.7

- Be able to create PivotTables and PivotCharts
- both basic and advanced
- You will be able to format numbers and dates
- and create advanced calculations.
- You will be able to Get and Transform multiple sources of data
- including merging multiple files from a folder
- pivoting and unpivotting.

What you'll learn

Be able to create PivotTables and PivotCharts
both basic and advanced
You will be able to format numbers and dates
and create advanced calculations.
You will be able to Get and Transform multiple sources of data
including merging multiple files from a folder
pivoting and unpivotting.
Building and refine models
including adding calculated columns and measures.
You will learn the important M and DAX functions
to enable you to build your own formulas.

* Requirements

* Before you begin this course
* you should have a PC with Microsoft Excel 2016 or later.
* The first part of this course will work with Macs
* but the second and third parts are not compatible with the Mac version of Excel. (It will work if you are using the PC version of Excel
* including using Parallel Desktop.)
* You should also know how to open an Excel workbook
* and have an interest in analysis.
* It would also be good if you had prior experience in using Excel formulas
* but that is not essential.
* That's it! The more experience in using Excel
* the better
* but it is not essential.

Description

This course covers the visualizations and analysing content required for Microsoft's 70-779 certification exam. (Note: this exam is no longer available, but the topics are well worth learning!)

Reviews

Nora: "I liked that it went through really fast through the process, as expected if you consider yourself an advanced Excel user. Really enjoyable"

Dilbag: "Phillip's presentation of content is amazing. He has in-depth knowledge of the subject. I would highly recommend this course."

Amy: "I want to add how this course is by far the best one I have found on the subject. It really delves deeply into each piece of material. While many courses focus on getting you ready for the exam, this one makes sure you know how to use it in the real world as well. I would suggest this course to anyone who not only wants to pass the 70-779 test, but utilize it in their job."

Khalid: "Great great teacher. knowledgable in the tech and its usages, Speed, info delivery, and his voice is friendly. I'm lucky to choose this course over another one ;). Thank you all"

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Do you already use the PC version of Excel to create data analysis, but find that you need to create more advanced analyses? Do you want to combine various sets of data, and or manipulate existing data sets? Do you want to save time, and have your analysis be automatically refreshed with new data?

In this course, learn the skills that Microsoft want you to know, and add another tool to your CV, and even go for the Microsoft certification.

Excel is one of the most requested analysis tools that are requested in the job market, and the ability to being able to use it at an advanced level could be very useful for your current work, and your next job hunt.

This course comes in three parts:

Part 1 - Creating Pivot Tables and Pivot Charts

This part of the course covers one of the most useful, but scariest-sounding, functions in Microsoft Excel; PIVOT TABLES.

It sounds difficult, but in fact can be done in just a few clicks. We'll do our first one in a couple of minutes - that's all it takes. We'll also add a chart as well in that time.

After only these first few minutes, you will be streets ahead of anyone who doesn't know anything about Pivot Tables - it is really that important.

After this introduction, we'll go into some detail into how to set up your Pivot Table - the initial data, and the various options that are available to you. We will go into advanced options that most people don't even know about, but which are very useful.

By the end, you will be an Expert user of Pivot Tables, able to create reliable analyses which are able to be drilled-down quickly, and you'll be able to help others with their data analysis.

Part 2 - Get and Transform Data (also known as Prepare the Data)

We see how data can be transformed, saving you time in analysing the data. We'll look at sorting and filtering, split columns, and other transform activities. We'll merge, append and combine queries together. We'll Pivot and Unpivot, and transform text, numbers, dates and times, and create custom columns using the M language.

Part 3 - Refining the model (also known as Model the Data)

We'll see how relationships can be made through multiple tables, and refine the data with custom columns and measures using the DAX language.

The course will take around 16 hours to complete, but completing this will enable you to create vizzes, dashboards and stories of your own, and know how to overcome common problems.

The course increases in difficulty slowly, so you'll create for instance a table or basic bar chart, then turn it into a stacked bar chart, and investigate more of their properties, step by step.

The course is fairly relaxed - there will be a few "wrong turns", so you can see what problems might arise, but every lesson works towards an end goal at a relatively slow pace, so you can follow on your own computer easily. I assume that you know how to use a computer, including installing programs, but the actual analysis will be at a basic level, and I'll introduce every component as we go on.

At the end of the course, you can download a certificate of completion, so you can show everyone your new-found skills, and be able to start creating analyses for yourselves.

Please note: Microsoft will retire the 70-779 exam on 31 January 2021. No replacement has yet been given by Microsoft.

Who this course is for:

  • This reporting course is meant for anyone who has no prior, or only a little experience of Pivot Tables, Get and Transform, and Power Pivot.
  • No prior experience in reporting tools is required.
  • This course is probably not for you if you always know how to how to do the advanced functionality of Get and Transform and Power Pivots, although we will be looking at some more advanced topics, including the M and DAX languages.

Course content

31 sections • 226 lectures

Introduction Preview 01:33

Welcome to Udemy Preview 00:35

The Udemy Interface Preview 02:00

Do you want auto-translated subtitles in more languages? Preview 01:10

Curriculum Preview 07:31

Resources Preview 00:23

Our first PivotTable Preview 08:15

PivotTable Menus Preview 02:15

Our first PivotChart Preview 03:43

PivotChart Menus and An Introduction to Practice Activity 1 Preview 03:25

Practice Activity Number 1 Preview 00:08

Answer to Practice Activity 1 Preview 03:40

Source data requirements Preview 04:53

Adding additional values Preview 04:44

Recommended PivotTables Preview 02:51

Moving PivotTable Preview 03:16

Refresh PivotTable - why it doesn't auto-update Preview 05:17

Extracting data Preview 05:28

Sorting Preview 02:35

Practice Activity Number 2 Preview 00:24

Answer to Practice Activity 2 Preview 02:10

Adding additional row fields Preview 03:51

Different layouts – Compact, Outline and Tabular Preview 05:00

Blank Rows Preview 04:17

Group Records Preview 04:55

Showing or hiding additional detail - the +/- buttons Preview 03:33

Adding columns Preview 04:34

Adding page fields Preview 03:48

Adding filters Preview 08:22

Changing source Preview 03:26

Using a table source Preview 04:02

Other PivotTable - Analyze options Preview 04:01

Introduction to Practice Activity 3 Preview 01:48

Practice Activity Number 3 Preview 00:31

Answers to Practice Activity 3 Preview 03:32

Change aggregate (COUNT, MIN, MAX) Preview 07:20

Repeat All Preview 04:28

Using Conditional Formatting to hide Repeat All Preview 04:25

Grand Totals Preview 06:39

Adding subtotals Preview 08:06

Show items with no data Preview 05:31

Other field settings Preview 06:33

Practice Activity Number 4 Preview 00:14

Answers to Practice Activity 4 Preview 02:11

Layout Preview 09:52

Totals & Filters, and Alt Text Preview 04:54

Display Preview 03:02

Print Preview 04:29

Data Preview 08:29

Practice Activity Number 5 Preview 00:14

Answers to Practice Activity 5 Preview 01:54

Create slicers Preview 02:20

Identifying impossible options, and selecting more than one option at once. Preview 03:29

Join to multiple PivotTables Preview 04:12

Options Preview 04:38

Practice Activity Number 6 Preview 00:35

Answer to Practice Activity 6 Preview 04:49

Aggregates Preview 03:59

Group by time period Preview 06:33

Timelines Preview 05:43

Practice Activity Number 7 Preview 00:19

Answer to Practice Activity 7 Preview 02:57

Formatting number values Preview 04:37

Custom Formatting - number formatting Preview 08:25

Custom Formatting - dates and text Preview 09:32

Custom Formatting - sections and colors Preview 08:17

Conditional Formatting - Highlighting cells Preview 07:28

Conditional Formatting - Data Bars and Color Sets Preview 07:13

Formatting printing Preview 05:19

Styles Preview 04:20

Practice Activity Number 8 Preview 00:16

Answer to Practice Activity 8 Preview 03:47

Percentage of total Preview 07:47

Percentage of total - Advanced Preview 06:41

Cumulative totals Preview 03:59

Rank and Index Preview 04:35

Difference from Preview 03:42

Calculated fields Preview 04:05

Calculated Items Preview 05:02

Relationship of Pivot Chart with Pivot Table Preview 02:23

Options and Styles Preview 03:23

Bubble charts Preview 04:20

Formatting charts Preview 00:17

Adding legends Preview 05:41

Positioning and Resizing charts and graphs, inc. moving charts into chart sheets Preview 03:39

Modifying chart and graph parameters Preview 07:31

Applying chart layouts and styles Preview 02:15

Conclusion to Part 1 Preview 01:41

Introduction - let's Get some more Data Preview 09:35

Exploring the Power Query Editor interface Preview 08:41

Introducing the M language Preview 09:13

Let's start look at the Home tab Preview 04:57

Home menu - Manage Columns Preview 05:36

Home menu - Reduce Rows and Use First Row as Headers Preview 07:58

Practice Activity Number 9 Preview 00:33

Practice Activity Number 9 - The Solution Preview 06:34

Sort and Filter Preview 05:46

Split Column Preview 07:06

Other Transform activities Preview 09:15

Practice Activity Number 10 Preview 00:40

Practice Activity Number 10 - The Solution Preview 04:56

Merge Queries and Expand Table Preview 07:21

Different types of Joins Preview 05:04

Merge Queries with Group By Preview 02:59

Appending two queries together Preview 04:38

Appending three or more queries together + resolving a problem with data types Preview 05:37

Combine Files (getting information from a folder) Preview 08:53

Load To... Preview 06:28

Practice Activity Number 11 Preview 00:54

Practice Activity Number 11 - The Solution Preview 10:11

Transform - Table and Any Column Preview 04:40

Pivot Column Preview 05:38

Unpivot Preview 07:36

Practice Activity Number 12 Preview 00:18

Practice Activity 12 - The Solution Preview 05:01

Unpivot in conjunction with other Transform features Preview 08:51

Practice Activity Number 13 Preview 00:20

Practice Activity 13 - The Solution Preview 08:17

Transform/Add Column - Text - Format Preview 03:59

Transform/Add Column - Text - Merge Columns Preview 06:57

Transform/Add Column - Text - Extract Preview 05:48

Transform/Add Column - Text - Parse Preview 09:01

Transform/Add Column - Number Column - Statistics and Standard Preview 05:08

Transform/Add Column - Other Number Column functions Preview 04:50

Practice Activity Number 14 Preview 00:42

Practice Activity 14 - The Solution Preview 09:41

Creating a list of dates Preview 07:27

Transform/Add Column - Date Preview 06:51

Transform/Add Column - Dates in other cultures/languages Preview 08:06

Transform/Add Column - Time Preview 05:04

Transform/Add column - Duration Preview 02:32

Practice Activity Number 15 Preview 00:29

Practice Activity Number 15 - The Solution Preview 07:08

Column from examples Preview 12:51

Conditional Column Preview 12:07

Resolving Errors from Conditional Columns Preview 04:17

Index Column and Duplicate Column Preview 05:27

Custom Column - If Then Else Preview 06:39

Practice Activity Number 16 Preview 00:30

Practice Activity Number 16 - The Solution Preview 11:19

Other M Functions Preview 05:40

View and Help menus Preview 04:01

Advanced Editor Preview 03:40

Custom Functions Preview 09:46

DateTimeZone date type and Functions Preview 04:45

Worked Practice Activity 17 - Dividing Annual data into Months Preview 08:44

Introduction to SQL Server Preview 05:40

Importing database data into Get and Transform, and Query Folding Preview 06:03

Expanding multiple tables in SQL Server Preview 07:24

Importing data from SQL Server Analysis Services (SSAS) Preview 10:55

Setting up Azure SQL Database Preview 07:25

Using Azure SQL Database in Get and Transform Preview 04:48

Using Big Data Preview 06:37

Get multiple data sets Preview 06:18

Connecting multiple data sets together Preview 08:14

The problems with direction of relationships between data sets Preview 05:19

Practice Activity Number 18 Preview 00:24

Practice Activity Number 18 - The Solution Preview 06:18

Filtering, sorting and formatting fields Preview 04:31

Hiding columns from Client Tools, and other column tools Preview 06:19

Refreshing (or processing) data Preview 02:37

Perspectives Preview 05:04

Creating quick measures Preview 04:00

Hierarchies Preview 06:23

Practice Activity Number 19 Preview 00:31

Practice Activity Number 19 - The Solution Preview 05:54

Non-Visual Totals Preview 05:01

Show no data in rows and columns Preview 03:49

Using formulas to query Data Model Preview 03:41

DAX functions - A useful Resource Preview 01:57

Calculated columns - an introduction Preview 04:08

Basic operators Preview 03:03

IF, BLANK and ISBLANK Preview 10:05

AND, OR and NOT Preview 03:48

SWITCH Preview 04:23

Other functions Preview 03:25

Practice Activity Number 20 Preview 01:36

Practice Activity Number 20 - The Solution Preview 10:25

Measures - an introduction, with standard aggregations including Countblank Preview 07:55

Aggregation of calculations Preview 06:24

Other statistical functions Preview 05:34

Practice Activity Number 21 Preview 00:59

Practice Activity Number 21 - The Solution Preview 06:31

Introduction to mathematical functions Preview 00:30

Rounding functions Preview 08:06

Division functions - MOD and QUOTIENT Preview 03:10

SIGN (and use with SWITCH) and ABS Preview 05:31

Exponential functions Preview 02:23

Other functions Preview 02:59

Practice Activity Number 22 Preview 00:44

Practice Activity Number 22 - The Solution Preview 06:05

Text searching Preview 07:16

Text extraction and substitution Preview 06:47

Text conversion Preview 08:52

Other functions Preview 02:20

Practice Activity Number 23 Preview 01:04

Practice Activity Number 23 - The Solution Preview 06:16

ISERROR and LOOKUPVALUE Preview 06:02

Other functions Preview 02:01

Practice Activity Number 24 Preview 00:30

Practice Activity Number 24 - The Solution Preview 04:44

RELATED Preview 06:08

RELATEDTABLE and COUNTROWS Preview 05:40

Context Preview 04:22

ALL Preview 06:12

FILTER Preview 04:54

CALCULATE Preview 03:59

ALLEXCEPT Preview 05:54

ALLSELECTED Preview 09:54

Other functions Preview 01:56

Practice Activity Number 25 Preview 01:41

Practice Activity Number 25 - The Solution Preview 10:38

Date and Time Functions Preview 02:33

Sort by Column Preview 04:04

Sort by 1, 2, 3 when doing Jan, Feb, Mar - especially in a foreign language. Also sort category name by number?

FIRSTDATE, LASTDATE Preview 02:30

Start of... and End of... Preview 04:03

Previous... and Next... Preview 07:51

DATESINPERIOD Preview 05:44

DATESMTD, DATESQTD, DATESYTD, TOTALMTD, TOTALQTD, TOTALYTD Preview 04:23

Opening Balance and Closing Balance Preview 02:33

SAMEPERIODLASTYEAR and PARALLELPERIOD Preview 04:31

Other Time Intelligence Functions Preview 02:11

Practice Activity Number 26 Preview 00:56

Practice Activity Number 26 - The Solution Preview 08:58

Congratulations for finishing the course! Preview 00:38

Bonus Lecture Preview 03:21