This Advanced Excel & Power BI Mastery Course is designed to take you from a basic understanding of Excel to advanced techniques, and then dive into the powerful data visualization and business intelligence tools offered by Power BI. Whether you’re looking to enhance your skills for professional development or to boost your career in data analysis, this comprehensive course will guide you through all the essential concepts and applications.
Here’s a detailed breakdown of the full course content for Advanced Excel & Power BI Mastery:
Module 1: Introduction to Advanced Excel
- Overview of Excel Interface and Advanced Features
- Understanding Ribbon, Quick Access Toolbar, and Advanced Options
- Customizing Excel to suit your needs
- Advanced Formulas & Functions
- Complex functions (IF, COUNTIFS, SUMIFS, AVERAGEIFS)
- Nested formulas and combining multiple functions
- Date and time functions (NETWORKDAYS, WORKDAY, DATEVALUE)
- Text functions (TEXT, CONCATENATE, LEFT, RIGHT, MID)
- Named Ranges and Tables
- Creating and managing named ranges
- Working with structured references in tables
- Array Formulas and CSE (Control + Shift + Enter)
- Using array formulas for advanced calculations
- Working with multi-cell arrays
Module 2: Advanced Excel Data Management
- Data Validation Techniques
- Setting up data validation rules
- Creating dropdown lists and input messages
- Using data validation for data integrity
- Conditional Formatting
- Highlighting data based on conditions
- Using formulas for dynamic formatting
- Color scales, icon sets, and data bars
- Advanced Sorting and Filtering
- Multi-level sorting
- Custom filters
- Using advanced filters for specific criteria
- Pivot Tables and Pivot Charts
- Creating and formatting PivotTables
- Grouping data and working with calculated fields
- Creating PivotCharts and combining them with regular charts
Module 3: Data Analysis and Visualizations in Excel
- What-If Analysis Tools
- Goal Seek and Scenario Manager
- Data Tables for sensitivity analysis
- Advanced Excel Charting
- Creating dynamic charts with data ranges
- Using combo charts and secondary axes
- Advanced chart types (Waterfall, Funnel, Histogram, Boxplot)
- Data Analysis Toolpak
- Performing statistical analysis using Analysis Toolpak
- Regression analysis and data modeling
- Power Query Basics
- Introduction to Power Query Editor
- Importing and transforming data from various sources (CSV, Excel, web)
- Merging, appending, and cleaning data
Module 4: Introduction to Power BI
- Power BI Overview
- Understanding the Power BI ecosystem (Power BI Desktop, Power BI Service, Power BI Mobile)
- Power BI vs. Excel: Key differences and advantages
- Installing and Setting Up Power BI
- Installation of Power BI Desktop
- Connecting Power BI to Excel, SQL Server, Web, and other data sources
- Navigating the Power BI interface
Module 5: Power BI Data Transformation and Modeling
- Using Power Query in Power BI
- Importing data from different sources
- Data cleaning, transformation, and shaping in Power Query
- Creating custom columns and calculated fields
- Building Relationships and Data Models
- Understanding and creating relationships between tables
- Using Primary and Foreign Keys
- Star Schema and Snowflake Schema in Power BI
- DAX (Data Analysis Expressions) Basics
- Introduction to DAX
- Basic DAX functions (SUM, AVERAGE, COUNT, etc.)
- Calculated columns vs. Measures
Module 6: Data Visualization in Power BI
- Creating Reports and Dashboards
- Designing reports with tables, matrices, charts, and slicers
- Best practices for data visualization
- Designing interactive reports with slicers and filters
- Power BI Visualizations
- Using various Power BI visualizations (Bar charts, Line charts, Pie charts, Treemaps, etc.)
- Custom visuals from Power BI Marketplace
- Formatting and customizing visuals
- Conditional Formatting and Drill-through
- Conditional formatting in Power BI visuals
- Creating drill-through pages for deeper insights
Module 7: Advanced Power BI Features
- Power BI Measures and Calculations
- Using DAX to create advanced measures
- Time intelligence functions in DAX
- Working with dynamic measures and KPIs
- Advanced Power BI Features
- Row-level security (RLS) for restricting data access
- Power BI Bookmarks and Selections for creating dynamic reports
- Using Power BI Q&A for natural language queries
- Power BI Integration and Sharing
- Publishing reports to Power BI Service
- Sharing dashboards and reports with stakeholders
- Setting up scheduled data refreshes
- Power BI Mobile and Power BI Apps
- Using Power BI on mobile devices
- Understanding Power BI Apps and workspaces
Module 8: Power BI Advanced Data Analysis
- Advanced Data Visualizations
- Heatmaps, Waterfall charts, and Sankey diagrams
- Creating complex visual reports for business intelligence
- Time Series Analysis
- Analyzing time-based data (sales, finance, etc.)
- Using Power BI’s time intelligence functions
- Creating dynamic time-based reports and forecasts
Module 9: Practical Projects and Case Studies
- End-to-End Project 1: Sales Data Analysis
- Importing raw sales data and cleaning it in Power Query
- Creating an interactive dashboard with sales trends and KPIs
- Performing a time series analysis for future sales predictions
- End-to-End Project 2: Financial Analysis Dashboard
- Importing financial data from Excel or SQL Server
- Using advanced DAX to create financial metrics
- Designing a professional financial reporting dashboard with Power BI visuals
Module 10: Final Assessment & Certification
- Final Project Submission
- Complete a comprehensive project involving both Excel and Power BI skills
- Demonstrate your proficiency in using Excel for advanced data analysis and Power BI for reporting and visualization
- Course Review and Feedback
- Recap of key concepts covered in the course
- Q&A session for any final queries
- Certification Exam
- Final assessment covering Excel and Power BI skills learned during the course
- Upon successful completion, receive a Certificate of Mastery in Advanced Excel & Power BI