Monday, January 22, 2024

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

For further more details : 

Whatsapp Us at 0838-0838-0001 ( )

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.


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