Advanced Data Analysis With Excel Masterclass For Strategic Business Insights
Advanced Data Analysis With Excel Masterclass For Strategic Business Insights
(SBL Scheme)
Workshop Overview
In this excel data analysis course, you use advanced Excel techniques to build sophisticated
spreadsheets. You learn to perform “what if” analyses, leverage features and apply functions,
manipulate PivotTables to analyze large amounts of data, and present your results to make
better business decisions. You also learn how to automate processes and enhance worksheet
models.
Do you know what “Power Pivot” is? Do you know that Power Pivot is available for all versions
of Excel. You will learn how to use Power Pivot to import and merge large amounts of data, as
well as summarize and aggregate data,
You will also gain the knowledge and skills to present strategic data, provide better business
insights, and empower informed decision-making. The workshop covers basic concepts of
Power Pivot, data models and Data Analysis Expressions (DAX) formulas.
Key Takeaways
By the end of the course, participants will:
• Transform and present complex data • Mine and uncover hidden information with DAX
• Actualize a data model from multiple sources • Present business insights with dashboards
• Shape and filter tables to prepare data for analyses.
VP of Finance - APAC, Middle East & Africa, FIS Global: “Alvin was well prepared, knowledgeable and easy to follow. Level of detail was
where it needed to be and the documentation was very thorough. The course went quickly which was always a good sign.”
Financial Controller, BeMobile Ltd: “Exceeded my expectations! I realised how dynamic Excel can be. Understanding the basic formu-
las is just so important for creating dynamic and interactive dashboards.”
Manager, Global Credit Policy and Portfolio Risk, Standard Chartered Bank: “Fantastic trainer in terms of knowledge and skills. Ex-
tremely friendly, helpful and patient.”
AVP, Investor Solutions, i2M Ventures: “Alvin is very knowledgeable in this field. I would recommend this training to others.”
Learning & Development Specialist, Micron Semiconductor: “Good understanding and knowledge of the subject. Attentive and
responsive to participants’ queries. Presented the subject very clearly.”
Manager - Human Capital, PNG Air Services: “The training would be quite intense for someone who has very basic knowledge in
Excel. Otherwise, Alvin made it easy for us to understand and took time to assist those that needed help. I have learnt a lot these
last two days.”
Regional Component Planner, Komatsu Australia: “Very informative. Gave an excellent count of how-to’s.”
Programme Agenda
Session 1: ANALYZING DATA WITH FUNCTIONS - SUMMARIZING Session 7: POWER QUERY: FIXING COMMON DATA ISSUES
BUSINESS DATA WITH FUNCTIONS WITH POWER QUERY
• Identifying the correct statistical function to aid analysis • Extracting, Transforming and Loading (ETL) data
• Applying basic financial functions • Converting data formats with Power Query steps
• Differentiating serial dates and date presentations • Parsing columns to aid analysis
• Calculating the number of working days • Removing duplicates from a data set
• Constructing a single data set from multiple sources with
Session 2: ANALYZING DATA WITH FUNCTIONS - CONTROLLING the same field headings
CALCULATIONS AND NESTED FORMULAS
• Interpreting data variations with the IF function Session 8: IMPLEMENTING DAX FUNCTIONS IN POWER PIVOT
• Streamlining calculations with referencing • Expressing information with measures
• Developing nested functions for multiple conditions • Exposing hidden information from data
• Capturing information with lookup functions • Troubleshooting and debugging DAX calculations
• Applying techniques to implement and troubleshoot nested • Quantifying and mining information with DAX functions
calculations • Summarizing and aggregating data from other tables with
the X functions
Session 3: TROUBLESHOOTING AND ENHANCING • Evaluating expressions with the CALCULATE() function and
PROFESSIONAL WORKBOOKS filter functions
• Deciphering and correcting functions for data integrity • Substituting values with the SWITCH() function
• Accurately interpreting calculations
• Implementing Names to enhance your workbook model Session 9: MINING FOR INFORMATION WITH DATA AND TIME
• Monitoring KPIs using conditional formatting ANALYSIS
• Grouping dates for time analysis
Session 4: OPTIMIZING WORKBOOK MODELS WITH “WHAT-IF” • Comparing and categorizing time periods with Time
ANALYSIS Intelligence functions
• Planning for contingencies
• Managing variables in worksheets with Scenarios Session 10: PRESENTING INFORMATION WITH DASHBOARDS
• Comparing and contrasting different data sets with Scenarios • Articulating and analysing data
reports • Drilling down into data using a hierarchy
• Quantifying variables in a workbook model • Managing data with perspectives
• Determining the magnitude of a variable with Goal Seek to • Identifying patterns and trends in your Power Pivot data
achieve an end value with Power View Charts
• Calculating the optimum variable values in a worksheet model • Classifying data into different geographical regions
with Solver
Session 11: DESIGNING EFFECTIVE DASHBOARDS
Session 5: POWER PIVOT CONCEPTS • Contextualizing measures with PivotTable slicers and
• Extracting information from data with Power Pivot Power View filters
• Uncovering data interpretation issues • Documenting structures with Hierarchical Diagrams
• Visualizing and comparing performance matrices with
Session 6: POWER PIVOT DATA MODEL Power View multipliers
• Data Terminology • Globalizing location-based results to identify trends and
• Defining a consolidated view of data patterns on a 3D scale with Power Map
• Generating a data mashup from structured and unstructured
data sources into a data model
• Deriving relationships from data sources with the Relationship Throughout the workshop, participants will work through
tool and the Diagram View practical exercises in creating data models, reports and
• Acquiring data from related tables custom calculations.
• Defining calculated columns
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Payment Terms: Payment is required within 7 days of invoice date. Olygen reserves the right to refuse admission IF payment is not received before
the event date. Transfer: Transfer is allowed upon written notification. Cancellation: Registration carries a 50% cancellation liability, notwithstanding,
full fee is payable when cancellation is less than two (2) weeks before the event. Cancellation has to be done in writing. If Olygen decides to cancel or
postpone this event, it is not responsible for covering airfare, hotel, or other travel costs incurred by clients. The fee will not be refunded, but credited
to a future event. No Show: No show does not constitute transfer or cancellation and the full fee is payable. Changes: Olygen reserves the right to
change event dates, venue, speakers, or omit event features, or merge the event with another event, as it deems necessary without penalty, refunds
or alternative offers. Tax: Registration fees exclude tax. For clients outside Malaysia, the sum payable is as the listed fees, exclusive of tax. To this
sum shall be added any other local tax or withholding tax from client’s country of origin, if any. Marketing: Olygen may use your company’s logo or
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Governing law: This Agreement shall be governed and construed in accordance with the law of Malaysia and the parties submit to the exclusive
jurisdiction of the Malaysian Courts in Malaysia. Indemnity: Should for any reason outside the control of Olygen, the event be cancelled due to an
act of terrorism, extreme weather conditions or industrial action, Olygen shall endeavour to reschedule but the client hereby indemnifies and holds
Olygen harmless from and against any and all costs, damages and expenses, including attorney’s fees, which are incurred by the client.