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Excel Power Query: Performing Data Querying with SMART DATA Strategies

SS Course: 3000406

Course Overview

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Getting Started with Dashboard & Data Querying Fundamentals Using Excel Power Query                                                                  

Scheduled Classes

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What You'll Learn

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  • Understand the basics of the SMARTerBI™ Dashboard & Data Analysis System for Excel Power Query
  • Understand how to Excel Power Query works within the Excel Workbook environment
  • Understand the relationship between Excel Power Query and Excel Get & Transform
  • Understand the fundamentals of data querying concepts
  • Understand how to use Excel Power Query to connect to external business data sources
  • Understand how to extract data using Excel Power Query
  • Understand how to transform data using Excel Power Query
  • Understand how to load data using Excel Power Query
  • Understand how Excel Power Query works with Excel Data Tables, Pivot Tables and Pivot Charts

Outline

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Viewing outline for:

Module 01) Exploring Business Dashboards built using Excel Power Query Capabilities

a) Understanding the Dashboard Components

b) Using the Dashboard to answer business questions

c) Reviewing business requirements for a dashboard

d) Exploring how the Excel Power Query can be used to build Business Dashboards

Module 02) Getting Started with Data Querying Concepts of Excel Power Query

a) Data Workbooks

b) Data Sources

c) Data Connections

d) Data Queries

e) Data Results

Module 03) Getting Started with Excel Power Query Environment

a) Power Query Editor

b) Menu Tabs

c) Queries Panel

d) Query Results

e) Query Settings

f) Query Steps

Module 04) Getting Started with Basic Excel Power Query Operations

a) Manage Columns

b) Sort Data

c) Transform Data

d) Adding New Data

e) Calculating Data

Hands-On Lab Outline

After completing this course, students will have performed the following labs:

Exercise 01) How to build a Basic Business Tracking Dashboard Using Excel Power Query

a) Review business requirement for business tracking

b) Extract, Transform & Load data using Excel Power Query

c) Working with the Excel Data Table

d) Working with the Data Slicer

Exercise 02) How to build a Business Summary Dashboard Using Excel Power Query & Pivot Tables

a) Review business requirement for business metrics

b) Extract, Transform & Load data using Excel Power Query

c) Working with the Excel Data Table

d) Working with the Excel Pivot Table

e) Working with the Data Slicer

Exercise 03) How to build a Business Financial Dashboard Using Power Query and the Excel Pivot Chart

a) Review business requirement for business trends

b) Extract, Transform & Load data using Excel Power Query

c) Working with the Excel Data Table

d) Working with the Excel Pivot Table

e) Working with the Excel Pivot Chart

f) Working with the Data Slicer

Prerequisites

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SMARTerBI with Excel Workbooks

    Who Should Attend

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    This hands-on, 1-day course is designed for business professionals and individuals interested in learning a SMARTer way to perform querying, extracting, transforming and loading of data using Excel Power Query.

    Next Step Courses

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