Microsoft Excel: Pivot Tables, Power Query, Power Pivot/Dax

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

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!)ReviewsNora: "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"––––––––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 ChartsThis 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.

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Welcome to Udemy

Lecture 3 The Udemy Interface

Lecture 4 Do you want auto-translated subtitles in more languages?

Lecture 5 Curriculum

Lecture 6 Resources

Section 2: Creating our first PivotTable and PivotChart

Lecture 7 Our first PivotTable

Lecture 8 PivotTable Menus

Lecture 9 Our first PivotChart

Lecture 10 PivotChart Menus and An Introduction to Practice Activity 1

Lecture 11 Practice Activity Number 1

Lecture 12 Answer to Practice Activity 1

Section 3: Expanding our PivotTable

Lecture 13 Source data requirements

Lecture 14 Adding additional values

Lecture 15 Recommended PivotTables

Lecture 16 Moving PivotTable

Lecture 17 Refresh PivotTable - why it doesn't auto-update

Lecture 18 Extracting data

Lecture 19 Sorting

Lecture 20 Practice Activity Number 2

Lecture 21 Answer to Practice Activity 2

Section 4: Going deeper in our PivotTable

Lecture 22 Adding additional row fields

Lecture 23 Different layouts – Compact, Outline and Tabular

Lecture 24 Blank Rows

Lecture 25 Group Records

Lecture 26 Showing or hiding additional detail - the +/- buttons

Lecture 27 Adding columns

Lecture 28 Adding page fields

Lecture 29 Adding filters

Lecture 30 Changing source

Lecture 31 Using a table source

Lecture 32 Other PivotTable - Analyze options

Lecture 33 Introduction to Practice Activity 3

Lecture 34 Practice Activity Number 3

Lecture 35 Answers to Practice Activity 3

Section 5: Modify field selections

Lecture 36 Change aggregate (COUNT, MIN, MAX)

Lecture 37 Repeat All

Lecture 38 Using Conditional Formatting to hide Repeat All

Lecture 39 Grand Totals

Lecture 40 Adding subtotals

Lecture 41 Show items with no data

Lecture 42 Other field settings

Lecture 43 Practice Activity Number 4

Lecture 44 Answers to Practice Activity 4

Section 6: PivotTable Options

Lecture 45 Layout

Lecture 46 Totals & Filters, and Alt Text

Lecture 47 Display

Lecture 48 Print

Lecture 49 Data

Lecture 50 Practice Activity Number 5

Lecture 51 Answers to Practice Activity 5

Section 7: Slicers

Lecture 52 Create slicers

Lecture 53 Identifying impossible options, and selecting more than one option at once.

Lecture 54 Join to multiple PivotTables

Lecture 55 Options

Lecture 56 Practice Activity Number 6

Lecture 57 Answer to Practice Activity 6

Section 8: Dates and Timeline

Lecture 58 Aggregates

Lecture 59 Group by time period

Lecture 60 Timelines

Lecture 61 Practice Activity Number 7

Lecture 62 Answer to Practice Activity 7

Section 9: Formatting

Lecture 63 Formatting number values

Lecture 64 Custom Formatting - number formatting

Lecture 65 Custom Formatting - dates and text

Lecture 66 Custom Formatting - sections and colors

Lecture 67 Conditional Formatting - Highlighting cells

Lecture 68 Conditional Formatting - Data Bars and Color Sets

Lecture 69 Formatting printing

Lecture 70 Styles

Lecture 71 Practice Activity Number 8

Lecture 72 Answer to Practice Activity 8

Section 10: Advanced calculations

Lecture 73 Percentage of total

Lecture 74 Percentage of total - Advanced

Lecture 75 Cumulative totals

Lecture 76 Rank and Index

Lecture 77 Difference from

Lecture 78 Calculated fields

Lecture 79 Calculated Items

Section 11: PivotCharts

Lecture 80 Relationship of Pivot Chart with Pivot Table

Lecture 81 Options and Styles

Lecture 82 Bubble charts

Lecture 83 Formatting charts

Lecture 84 Adding legends

Lecture 85 Positioning and Resizing charts and graphs, inc. moving charts into chart sheets

Lecture 86 Modifying chart and graph parameters

Lecture 87 Applying chart layouts and styles

Lecture 88 Conclusion to Part 1

Section 12: Part 2 - Get and Transform Data - Home Part 1

Lecture 89 Introduction - let's Get some more Data

Lecture 90 Exploring the Power Query Editor interface

Lecture 91 Introducing the M language

Lecture 92 Let's start look at the Home tab

Lecture 93 Home menu - Manage Columns

Lecture 94 Home menu - Reduce Rows and Use First Row as Headers

Lecture 95 Practice Activity Number 9

Lecture 96 Practice Activity Number 9 - The Solution

Section 13: Get Data - Home Part 2

Lecture 97 Sort and Filter

Lecture 98 Split Column

Lecture 99 Other Transform activities

Lecture 100 Practice Activity Number 10

Lecture 101 Practice Activity Number 10 - The Solution

Section 14: Getting Multiple files - Don't forget to create Visualizations.

Lecture 102 Merge Queries and Expand Table

Lecture 103 Different types of Joins

Lecture 104 Merge Queries with Group By

Lecture 105 Appending two queries together

Lecture 106 Appending three or more queries together + resolving a problem with data types

Lecture 107 Combine Files (getting information from a folder)

Lecture 108 Load To…

Lecture 109 Practice Activity Number 11

Lecture 110 Practice Activity Number 11 - The Solution

Section 15: Transform Menu

Lecture 111 Transform - Table and Any Column

Lecture 112 Pivot Column

Lecture 113 Unpivot

Lecture 114 Practice Activity Number 12

Lecture 115 Practice Activity 12 - The Solution

Lecture 116 Unpivot in conjunction with other Transform features

Lecture 117 Practice Activity Number 13

Lecture 118 Practice Activity 13 - The Solution

Section 16: Transform - Text and Numbers

Lecture 119 Transform/Add Column - Text - Format

Lecture 120 Transform/Add Column - Text - Merge Columns

Lecture 121 Transform/Add Column - Text - Extract

Lecture 122 Transform/Add Column - Text - Parse

Lecture 123 Transform/Add Column - Number Column - Statistics and Standard

Lecture 124 Transform/Add Column - Other Number Column functions

Lecture 125 Practice Activity Number 14

Lecture 126 Practice Activity 14 - The Solution

Section 17: Transform - Dates and Time

Lecture 127 Creating a list of dates

Lecture 128 Transform/Add Column - Date

Lecture 129 Transform/Add Column - Dates in other cultures/languages

Lecture 130 Transform/Add Column - Time

Lecture 131 Transform/Add column - Duration

Lecture 132 Practice Activity Number 15

Lecture 133 Practice Activity Number 15 - The Solution

Section 18: Add Columns, View and Help Menus

Lecture 134 Column from examples

Lecture 135 Conditional Column

Lecture 136 Resolving Errors from Conditional Columns

Lecture 137 Index Column and Duplicate Column

Lecture 138 Custom Column - If Then Else

Lecture 139 Practice Activity Number 16

Lecture 140 Practice Activity Number 16 - The Solution

Section 19: View and Help menus and advanced functionality

Lecture 141 Other M Functions

Lecture 142 View and Help menus

Lecture 143 Advanced Editor

Lecture 144 Custom Functions

Lecture 145 DateTimeZone date type and Functions

Lecture 146 Worked Practice Activity 17 - Dividing Annual data into Months

Section 20: Get other types of data

Lecture 147 Introduction to SQL Server

Lecture 148 Importing database data into Get and Transform, and Query Folding

Lecture 149 Expanding multiple tables in SQL Server

Lecture 150 Importing data from SQL Server Analysis Services (SSAS)

Lecture 151 Setting up Azure SQL Database

Lecture 152 Using Azure SQL Database in Get and Transform

Lecture 153 Using Big Data

Section 21: Part 3: Creating a Data Model

Lecture 154 Get multiple data sets

Lecture 155 Connecting multiple data sets together

Lecture 156 The problems with direction of relationships between data sets

Lecture 157 Practice Activity Number 18

Lecture 158 Practice Activity Number 18 - The Solution

Section 22: Developing the Data Model

Lecture 159 Filtering, sorting and formatting fields

Lecture 160 Hiding columns from Client Tools, and other column tools

Lecture 161 Refreshing (or processing) data

Lecture 162 Perspectives

Lecture 163 Creating quick measures

Lecture 164 Hierarchies

Lecture 165 Practice Activity Number 19

Lecture 166 Practice Activity Number 19 - The Solution

Section 23: Using your Data Model in PivotTable

Lecture 167 Non-Visual Totals

Lecture 168 Show no data in rows and columns

Lecture 169 Using formulas to query Data Model

Section 24: An introduction to DAX functions, including Logical functions

Lecture 170 DAX functions - A useful Resource

Lecture 171 Calculated columns - an introduction

Lecture 172 Basic operators

Lecture 173 IF, BLANK and ISBLANK

Lecture 174 AND, OR and NOT

Lecture 175 SWITCH

Lecture 176 Other functions

Lecture 177 Practice Activity Number 20

Lecture 178 Practice Activity Number 20 - The Solution

Section 25: Statistical functions

Lecture 179 Measures - an introduction, with standard aggregations including Countblank

Lecture 180 Aggregation of calculations

Lecture 181 Other statistical functions

Lecture 182 Practice Activity Number 21

Lecture 183 Practice Activity Number 21 - The Solution

Section 26: Mathematical functions

Lecture 184 Introduction to mathematical functions

Lecture 185 Rounding functions

Lecture 186 Division functions - MOD and QUOTIENT

Lecture 187 SIGN (and use with SWITCH) and ABS

Lecture 188 Exponential functions

Lecture 189 Other functions

Lecture 190 Practice Activity Number 22

Lecture 191 Practice Activity Number 22 - The Solution

Section 27: Text functions

Lecture 192 Text searching

Lecture 193 Text extraction and substitution

Lecture 194 Text conversion

Lecture 195 Other functions

Lecture 196 Practice Activity Number 23

Lecture 197 Practice Activity Number 23 - The Solution

Section 28: Information Functions

Lecture 198 ISERROR and LOOKUPVALUE

Lecture 199 Other functions

Lecture 200 Practice Activity Number 24

Lecture 201 Practice Activity Number 24 - The Solution

Section 29: Filter and Value Functions

Lecture 202 RELATED

Lecture 203 RELATEDTABLE and COUNTROWS

Lecture 204 Context

Lecture 205 ALL

Lecture 206 FILTER

Lecture 207 CALCULATE

Lecture 208 ALLEXCEPT

Lecture 209 ALLSELECTED

Lecture 210 Other functions

Lecture 211 Practice Activity Number 25

Lecture 212 Practice Activity Number 25 - The Solution

Section 30: Time Intelligence Functions

Lecture 213 Date and Time Functions

Lecture 214 Sort by Column

Lecture 215 FIRSTDATE, LASTDATE

Lecture 216 Start of… and End of…

Lecture 217 Previous… and Next…

Lecture 218 DATESINPERIOD

Lecture 219 DATESMTD, DATESQTD, DATESYTD, TOTALMTD, TOTALQTD, TOTALYTD

Lecture 220 Opening Balance and Closing Balance

Lecture 221 SAMEPERIODLASTYEAR and PARALLELPERIOD

Lecture 222 Other Time Intelligence Functions

Lecture 223 Practice Activity Number 26

Lecture 224 Practice Activity Number 26 - The Solution

Section 31: Well done

Lecture 225 Congratulations for finishing the course!

Lecture 226 Bonus Lecture

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.