Data Analysis With Excel

(1 review)

by Alan Murray

As a finance professional you use Excel to analyse data, but how often do you overlook Excel's useful features? This course explores some basic and more advanced features of Excel's PivotTable tool, covering Power Pivot and DAX (Data Analysis Expressions) formulas.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

SAVE 30% USING CODE ACPD30

This course will enable you to

  • Create tables, filter, sort and extract data for efficient data analysis
  • Set up a PivotTable and apply summaries and calculations
  • Create and modify a PivotChart and use the GETPIVOTDATA function
  • Analyse data across multiple tables or data sets from different data sources using Data Analysis Expressions (DAX) formulas

About the course

As a finance professional you will use Excel to analyse data, but how often do you overlook Excel's useful features? You may be familiar with creating tables, and filtering and sorting data, but there may be ways to do so more effectively, or tools that can facilitate getting insight from your data.

This course looks at both basic and advanced features of Excel's PivotTable tool, which can be used to rearrange and summarise huge data sets without the need for complex formulas. As well as how to use slicers, timelines and PivotCharts, you will also explore Power Pivot, one of Excel's most popular Power Tools. Equipped with its own language, DAX (Data Analysis Expressions), Power Pivot enables you to analyse data across multiple tables or data sets from different sources.

Look inside

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Contents

  • Table, Filter, and Sort features
    • Preparing to set up a table
    • Set up your table
    • Benefits of tables
    • How to filter data
    • Sorting and Conditional Formatting
    • Sort, filter and format
    • Extracting data
    • Multiple criteria
    • Using the FILTER Function
  • PivotTables: the basics
    • Understanding PivotTables
    • How to create a PivotTable
    • Summarising options
    • Setting up a PivotTable
    • Calculating value fields
    • Showing PivotTable values
    • Grouping data in a PivotTable
    • Grouping and ungrouping
    • Applying a filter
    • Report filters and slicers
  • Advanced PivotTables
    • Calculated fields
    • Creating a calculated field
    • Formatting a PivotTable
    • Formatting options
    • The GETPIVOTDATA function
    • Slicers and timelines
    • Adding slicers and timelines
    • Creating a PivotChart
    • PivotCharts in action
  • Power Pivot
    • Understanding Power Pivot
    • Adding tables to a data model
    • Power Pivot first steps
    • Table relationships
    • Connecting tables
    • DAX formulas in Power Pivot
    • Creating DAX measures
    • Data model to PivotTable
    • An alternative way to pivot

How it works

Author

Alan Murray

Alan has over 20 years’ experience as an Excel trainer and loves to help companies improve their business processes and learn how to harness the power of Excel.

Reviews

5
(1 review)
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    MQ
    Mark Q
    17 Mar 2025
    17 Mar 2025
    The videos on this course are very good with clear demonstrations and easy to follow
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