Getting Started
Welcome
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Important: Versions and compatibility
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Download the course exercise files
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Set expectations
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1. Intro to the Power Excel Series
The power Excel workflow
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The best thing to happen to Excel in 20 years
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When to use Power Query and Power Pivot in Excel
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2. Power Query
Power Query introduction
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Meet Power Query (known as Get & Transform)
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The Query Editor
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Options for loading data in Excel
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Basic Power Query table transformations
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Text-specific query editing tools
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Number-specific query editing tools
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Date-specific query editing tools
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Create a rolling calendar with Power Query
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Add index and conditional columns with Power Query
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Group and aggregate data with Power Query
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Pivot and unpivot data with Power Query
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Modify Excel workbook queries
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Merge queries
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Append queries
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Connect Excel to a folder of files
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Excel Power Query best practices
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3. Data Modeling 101
Data modeling introduction
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Meet the Excel data model
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Data versus diagram view
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Database normalization
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Data tables versus lookup tables
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Relationships versus merged tables
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Create table relationships
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Modify table relationships
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Active versus inactive relationships
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Relationship cardinality
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Connect multiple data tables
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Filter direction
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Hide fields from client tools
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Define hierarchies
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Data model best practices
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4. Power Pivot and DAX 101
Introduction to Power Pivot and DAX
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Create a Power Pivot table
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Power Pivots versus normal pivots
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Introduction to Data Analysis Expressions (DAX)
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Calculated columns
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DAX measures
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Create implicit measures
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Create explicit measures (AutoSum)
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Create explicit measures (Power Pivot)
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Understand filter context
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Step-by-step measure calculation
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Recap: Calculated columns versus measures
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Power Pivot best practices
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5. Common DAX Functions
Introduction to DAX functions
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DAX formula syntax and operators
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Common DAX function categories
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Basic math and stats functions
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COUNT, COUNTA, DISTINCTCOUNT, and COUNTROWS
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Logical functions (IF, AND, and OR)
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Switch and Switch (TRUE)
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Text functions
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The CALCULATE function
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Add filter context with FILTER: Part 1
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Add filter context with FILTER: Part 2
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Remove filter context with ALL
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Join data with RELATED
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Iterator ("X") functions: SUMX
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Iterator ("X") functions: RANKX
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Basic date and time functions
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Time intelligence formulas
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Speed and performance considerations
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DAX best practices
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Final section
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Data visualization options
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Wrapping up
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Glossary_Excel_Business_Intelligence.zip
(224 KB)
Ex_Files_Excel_Business_Intelligence.zip
(47.8 MB)