Microsoft Excel: Business Intelligence w/ Power Query & DAX

Learn Power Query, Power Pivot & DAX for data analytics & business intelligence, with a best-selling Excel instructor!

4.68 (23028 reviews)
Udemy
platform
English
language
Microsoft
category
instructor
Microsoft Excel: Business Intelligence w/ Power Query & DAX
108,092
students
7.5 hours
content
Nov 2023
last update
$99.99
regular price

What you will learn

Get up and running with Excel's powerful data modeling & business intelligence tools

Learn how to use Power Query, Power Pivot & DAX to absolutely revolutionize your workflow in Excel

Master unique tips, tools and case studies that you won't find in ANY other course, guaranteed

Explore fun, interactive, and highly effective lessons from a best-selling Excel instructor

Get LIFETIME access to project files, quizzes and homework exercises, and 1-on-1 expert support

Build pro-quality business intelligence solutions to blend and analyze data from multiple sources

Why take this course?

This course introduces Microsoft Excel's powerful data modeling and business intelligence tools: Power Query, Power Pivot, and Data Analysis Expressions (DAX).


If you're looking to become a power Excel user and absolutely supercharge your Excel analytics game, this course is the A-Z guide that you're looking for. I'll introduce the "Power Excel" landscape, and explore what these Excel tools are all about and why they are changing the world of self-service business intelligence.


Together, we'll walk through the Excel BI workflow, and build an entire Excel data model from scratch:


  • First we'll get hands-on with Power Query; a tool to extract, transform, and load data into Excel from flat files, folders, databases, API services and more. We'll practice shaping, blending and exploring our project files in Excel's query editor, and create completely automated loading procedures inside of Excel with only a few clicks.

  • From there we'll dive into Data Modeling 101, and cover the fundamentals of database design and normalization (including table relationships, cardinality, hierarchies and more). We'll take a tour through the Excel data model interface, introduce some best practices and pro tips, and then create our own relational database to analyze throughout the course.

  • Finally, we'll use Power Pivot and DAX to explore and analyze our Excel data model. Unlike traditional Excel Pivot Tables, Power Pivot allows you to analyze hundreds of millions of rows across multiple data tables (inside of Excel!), and create supercharged calculated fields using a formula language called Data Analysis Expressions (or "DAX" for short). We'll cover basic DAX syntax, then introduce some of the most powerful and commonly-used functions -- CALCULATE, FILTER, SUMX and more.


If you're ready to take your Excel game to new heights and join the leading edge of analytics & business intelligence, this course is for you. It's time to stop fighting with tedious, manual tasks and struggling with "old-school" Excel; join me on this journey and emerge a certified excel analytics NINJA.


See you in there!

-Chris (Founder, Excel Maven Maven Analytics)


IMPORTANT: Power Query and Power Pivot are currently NOT available in Excel for Mac. You'll need a PC version of Excel that is compatible with Power Pivot (Excel 2010 with plug-in, Excel 2013, Excel 2016, or Excel 2019 Standalone, Office 365 Pro Plus, Enterprise E3/E5, Office Professional 2016, etc.)

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Looking for the full business intelligence stack? Search for "Maven Analytics" to browse our full course library, including Excel, Power BI, MySQL, and Tableau courses!


Hear why this is one of the TOP-RATED Excel courses on Udemy, and the #1 Excel Power Query + Excel Power Pivot course:

"I am a self-taught Excel Power Query user and it took me a while to understand what each tool does and how it interacts with others. Thanks to your introduction I finally nailed it in a very clear, unambiguous way. You helped me build a method that I can confidently apply to my data in Excel. Thank you so much!"

-Francesca C.


"I'm less of an expert at breathing than Chris is at Excel. This course is thorough and well-planned, and he presents in a manner that simplifies the complicated. Well worth your time if you want to master Excel power query and power pivot!"

-Tim B.


"I'm geeking out, this is so cool. Where has this been all my life???"

-Karen P.


*This course includes Excel project files, quizzes & homework exercises, 1-on-1 instructor support, LIFETIME access and a 100% money-back guarantee!

Content

Getting Started

Course Structure & Outline
IMPORTANT: Versions & Compatibility
READ ME: Important Notes for New Students
Introducing the Course Project
DOWNLOAD: Course Resources
Setting Expectations

Intro to “Power Excel"

Understanding the “Power Excel” Workflow
Power Query + Power Pivot: "Best Thing to Happen to Excel in 20 Years"
When to use Power Query & Power Pivot
QUIZ: Intro to "Power Excel"
HOMEWORK: Intro to "Power Excel"

Connecting & Transforming Data with Power Query in Excel

Introduction
Getting to Know Power Query in Excel
Exploring Excel's Power Query Editor
Power Query Data Loading Options
IMPORTANT: Updating Locale Settings
Applying Basic Table Transformations with Power Query
Power Query Demo: Text Tools
Power Query Demo: Number & Value Tools
Power Query Demo: Date & Time Tools
PRO TIP: Creating a Rolling Calendar with Power Query
Power Query Demo: Generating Index & Conditional Columns
Power Query Demo: Grouping & Aggregating Records
Power Query Demo: Pivoting & Unpivoting Data
Modifying Excel Workbook Queries
Merging Queries with Power Query
Appending Queries with Power Query
Power Query Demo: Connecting to a Folder of Files
Excel Power Query Best Practices
QUIZ: Connecting & Transforming Data with Power Query in Excel
HOMEWORK: Connecting & Transforming Data with Power Query in Excel

Building Table Relationships with Excel's Data Model

Introduction
Meet Excel's "Data Model"
The Data Model Data vs. Diagram View
Principles of Database Normalization
Understanding Data Tables vs. Lookup Tables
Benefits of Relationships vs. Merged Tables
Creating Table Relationships in Excel's Data Model
Modifying Data Model Table Relationships
Managing Active vs. Inactive Table Relationships
Understanding Relationship Cardinality
Connecting Multiple Data Tables in the Data Model
Understanding Filter Flow
Hiding Fields from Excel Client Tools
Defining Hierarchies in a Data Model
Excel Data Model Best Practices
QUIZ: Building Table Relationships with Excel's Data Model
HOMEWORK: Building Table Relationships with Excel's Data Model

Analyzing Data with Power Pivot & DAX

Introduction
Creating a "Power" Pivot Table
Power Pivots vs. “Normal” Pivots in Excel
Introducing Data Analysis Expressions (DAX)
Understanding DAX Calculated Columns
Understanding DAX Measures
Creating Implicit DAX Measures
Creating Explicit DAX Measures with AutoSum
Creating Explicit DAX Measures with Power Pivot
Understanding DAX Filter Context
Step-by-Step DAX Measure Calculation
RECAP: Calculated Columns vs. DAX Measures
Excel Power Pivot & DAX Best Practices
QUIZ: Analyzing Data with Power Pivot & DAX
HOMEWORK: Analyzing Data with Power Pivot & DAX

Common DAX Formulas & Functions

Introduction
Understanding DAX Formula Syntax & Operators
Common DAX Function Categories
DAX Demo: Basic Math & Stats Functions
DAX Demo: COUNT, COUNTA, DISTINCTCOUNT & COUNTROWS
HOMEWORK: Math & Stats Functions
DAX Demo: Logical Functions (IF/AND/OR)
DAX Demo: SWITCH & SWITCH(TRUE)
DAX Demo: Common Text Functions
HOMEWORK: Logical & Text Functions
DAX Demo: CALCULATE
DAX Demo: Adding Filter Context with FILTER (Part 1)
DAX Demo: Adding Filter Context with FILTER (Part 2)
DAX Demo: Removing Filter Context with ALL
HOMEWORK: CALCULATE, FILTER & ALL
DAX Demo: Joining Data with RELATED
DAX Demo: Iterating with SUMX
DAX Demo: Iterating with RANKX
HOMEWORK: Iterator ("X") Functions
DAX Demo: Basic Date & Time Functions
DAX Demo: Time Intelligence Formulas
HOMEWORK: Time Intelligence
DAX Speed & Performance Considerations
DAX Best Practices
QUIZ: Common DAX Formulas & Functions

Wrapping Up

Introduction
Data Visualization Options in Excel
Sneak Peek: Microsoft Power BI
Resources & Next Steps
More from Maven Analytics

Screenshots

Microsoft Excel: Business Intelligence w/ Power Query & DAX - Screenshot_01Microsoft Excel: Business Intelligence w/ Power Query & DAX - Screenshot_02Microsoft Excel: Business Intelligence w/ Power Query & DAX - Screenshot_03Microsoft Excel: Business Intelligence w/ Power Query & DAX - Screenshot_04

Our review

--- **Course Overview:** *Global course rating: 4.68* The course has received overwhelmingly positive reviews from recent students. The instruction and presentation format have been consistently praised for their clarity and effectiveness in conveying complex concepts related to Power Pivot, Power Query, DAX functions, and data modeling within Excel. The course structure is well-laid out and easy to follow, with a variety of practical exercises that enhance the learning experience. **Pros:** - **Instructor Excellence:** Chris's teaching style has been lauded as exceptional, with thorough explanations, detailed step-by-step guidance, and additional pro tips provided throughout the course. - **Clear Presentation:** The presentation used in the course is described as making complex topics understandable, with simple slides that facilitate learning. - **Practical Application:** Students have reported that they were able to apply what they learned immediately to their current tasks, significantly improving their efficiency and accuracy in data analysis. - **Well-Structured Content:** The course content has been recognized for its logical sequence and the way each section is explained, making it easy to understand and reference back to. - **Engaging Format:** The course is divided into short spans of time, which keeps students engaged and aids in retention of information. - **Hands-On Learning:** Hands-on illustrations and exercises are highly valued, as they allow for immediate practical application of the skills learned. - **Comprehensive Coverage:** The course covers a wide range of topics within the BI tools spectrum, from basic to advanced levels. - **Supportive Materials:** Students have access to a large number of exercises that accompany the lessons, making it easier to apply concepts in real-world scenarios. - **Positive Impact on Business Needs:** The skills acquired from this course are directly applicable to informed decision-making processes and handling significant amounts of data. **Cons:** - **Data Format Issues:** One student experienced inconsistent formatting with date fields within the source data, requiring additional manipulation outside the scope of the course content. - **DAX Learning Curve:** Some students found the DAX functions to be new and took time to absorb due to their complexity. **Student Feedback:** - The course has been described as "incredibly well-structured and easy to follow," with many students highlighting the instructor's expertise and clear explanations as a key factor in their learning success. - The teaching style used by the tutor is considered unique and effective, particularly in explaining popular terms in data modeling. - Quizzes at the end of each section are appreciated for reinforcing learning. - The course is seen as a "game changer" for those already familiar with Excel functions and ordinary pivot tables, offering advanced skills that are highly applicable to their work. **Conclusion:** Overall, this Udemy course has been met with high praise from students who have found it invaluable in mastering Power Query & Power Pivot. It is recommended for anyone looking to enhance their data analysis and modeling capabilities within Excel, with a particular focus on business intelligence tools. The positive feedback across various aspects of the course, including its instructional design, content, and real-world application, makes it a strong choice for professional development in the field of data analysis.

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1137048
udemy ID
3/7/2017
course created date
6/7/2019
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