BASIC POWER BI

PROFESSIONAL

POWER
QUERY

POWER
INTERMEDIAT PIVOT
BASIC

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INTERMEDIAT
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PROFESSIONAL

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POWER BI

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POWER
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Duration
It may take four to five hours if you are quite new to Microsoft

Excel otherwise it may take as less time as you are aware of it.

Even you may take an overview of it if you are confident about this

level. You may perform a self assessment to determine your level

by reviewing objectives and contents.

Objectives
 What is Excel and its components
 Fundamental concepts of data
 Basic functions and features
 Navigation
 Widely used shortcut commands
 Formatting
 Basic Functions
 Printing
 Tables
 Managing multiple files
 Data analysis at initial level
 BASIC
Getting Started with Excel Entering & Editing Data
Introduction Ways to Enter, Edit, & Delete Data
Starting & Closing Excel Types of Data
An overview of the screen Methods to Move/ Copy Data
Understand workbooks, worksheets, Ways to apply Fill features
rows, columns, cells

Navigation & Selection Add & apply Custom List

Understand using File Tab Insert, Delete, Hide, Rename, Move,
Copy, & Color Row/ Column/ Sheet
Configure Excel Options Use of Arrow Keys, Tab & Enter while
entering data

Useful Keyboard Commands Entering Current Date/ Current Time

Save/ Save As Find & Replace

Quick Access Toolbar Comments on Cells
 BASIC

Formatting in Excel Building/ Editing Formula/ Function

Simple Formatting (Bold, Italic, Borders, What is difference between Formula and
Commas, Decimal Points, Fill Color, Font Function?
Color)

Using Format Cells Dialogue Box Value or Reference in Formula/Function

Apply AutoFormat Naming Cell(s)

Apply Cell Style Refer to another Sheet

Column Width/ Row Height Basic Functions

Apply Format Painter Copy/ Move Function

 BASIC
Printing & Page Setup Managing Multiple Files
Print Options/ Print Preview Split Panes
Set/ Clear Print Area
Page Orientation/ Margins Freeze Panes
Header & Footer
Rows/ Columns to Repeat Arrange Workbook Windows
Use of Adjust to/ Fit to Options
Workbook Views New & Open Workbook
Apply/ Remove Background Zoom & Show (View)

Tables in Excel Analyzing Data

Creating a Table Sorting
Add/ Remove Row/ Column
Add Total Row Filtering
Converting into/ from Range
Formatting a Table Conditional Formatting
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PROFESSIONAL

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POWER BI

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POWER
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POWER
PIVOT

Objectives

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 Basic

Intermediate
MICROSOFT Professional
EXCEL Power BI (Visualization)

Power Query (Big Data

Analysis)
Power Pivot (Big Data
Analysis)
 INTERMEDIATE
Collaborating with People
Internal Consolidation
External Consolidation
Protecting Cell(s)/ Sheet/ Book
Grouping of Sheets
Hyperlink
External References
Function - Inter Level
Relative Vs. Absolute References
Useful Functions
Using Name into Functions
If Function - Testing Conditions
VLookUp Function
Conditional Sum, Average, Count
Formula Auditing/ Calculation
List Management
Getting List of Unique Items
Customized Sorting
Advanced Filtering/ Customized Filtering
3-D Consolidation
Data Validation
Conditional Formatting - 2
Pivot Tables (Overview)
Pivot Table Fields to different panes
PivotTable Analyze Features
Design Features
Apply Field Settings
Grouping/ Ungrouping
Slicer/ Timeline
Tips/ Options about Pivot Tables
 INTERMEDIATE
Data Analysis at Inter Level Miscellaneous

Charts Overview Custom Formatting

Aggregate Function Paste Special

Sub-Total Function Go To Special

Sub-Total (Report ) Graphics

Goal Seek Tips

Scenario Manager Text to Columns

Array Functions Flash Fill

Database Functions Useful Keyboard Commands – 2

 PROFESSIONAL
Lookups Charts
Mixed References Formatting
XLookUp, HLookUp & LookUp Change Chart Type
Match & Index Adding/ Deleting Series
OffSet Secondary Axis
IffError Sub-Chart
Multi Conditional Sum, Average, Count, Dynamic Title
Max, Min
Pivot Tables Data Analysis at Professional Level

Basics Data Table (One & Two Variables)

Filtering Solver
Options Conditional Formatting – 3
Grouping Data Validation (incl. Depended Lists)
Slicer Controls:
Combo Box, List Box, Check Box,
Applying Functions Option Button, Spin Button,
Scroll Bar
 PROFESSIONAL

Miscellaneous - 2 Macro

Tips - 2 Introduction

WildCard Characters into Functions Developer Tab

VLookUp on Multiple Columns Dialogue Box

SparkLines Record a Macro

Calculations on Date & Time Run a Macro

Financial Functions View Code

Another Example: Sort to get top 3

XL Camera Methods to Call Macro

 POWER BUSINESS INTELLIGENCE
Getting Started Sorting and Filtering
Get Data Sorting
Table/ Matrix/ Card Filtering (Basic/ Custom/ TopN)
Manage Relationships Page and Report Level Filter
Interactions
Formatting Data Drill
Formatting Slicers
Conditional Formatting
Page Layout and Chart Option Enhancing Customization
Calculated Fields
Options Measures
Charting (Legend/ Color/ Play/ Analytics) Queries
Setting Properties KPI
Summarizing (Sum/ Count/ etc.) or No Making Categorized Charts as per Slicer
Map Options Keep any Part of Report Independent
from Slicer
Import Visuals
 POWER QUERY
Getting Data from files of different patterns and websites
Understanding Queries Creating Custom Columns
Close & Load/ Close & Load To… Simple to Complicated Calculations
Duplicate Query If/ Nested Ifs/ If with And Or
Refer Query Application of M Functions
Rename Query
Rename Query Steps Different actions with the data
Edit Query Steps Merge Columns
Split Columns
Grouping and Aggregating Unpivot Columns
Append Data (Incl. Append Folder) Change Data Type
Merge Data (On Single Column/ On Change Case (Upper, Lower, Proper)
Multiple Columns)
Grouping Data Remove Duplicates
Sorting Get Duplicate Records
Filtering Replace Values
 POWER PIVOT
Relationships between Tables Combining multiple tables at Pivot Table
Create/ Edit/ Delete Relationships Creating Relationship later
How Relationships effect on DAX Cube Functions
Hierarchy
Application of DAX Functions Data Drilling
Round/ Format/ Concatenate Data Grouping
If/ Nested If/ If And/ If Or/ Switch
Sum/ SumX/ Count/ CountX/ CountA/ Key Performance Indicator
Average/ AverageX/ MaxX
Related/ RelatedTable KPI on Calculated Measures
Calculate/ TopN/ RankX/ DistinctCount KPI on Absolute Value
Calculated Customized Columns Status
Calculated Measures
Taking Measure to create another Perspective
Measure

Control some aspects of Power View