Microsoft

Collect & Transform Data Using Power Query in Excel & Power BI ISI-1522

Collect, combine and transform data

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  • 3 days
  • 1 upcoming date 1 open for booking
  • $1,595 per seat

Upcoming dates

Dates Where Status Seat Book
Jan 5–6 2027 Live Online 9:00 AM to 4:00 PM PT Confirmed to run $1,595

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About this class

Using Power Query you can import, reshape and cleanse any data from a simple interface, so you can mine that data for all of its hidden insights. Power Query is embedded in Excel, Power BI and other Microsoft products. Discover how to eliminate time-consuming manual data preparation, solve commons problems, avoid pitfalls and more

What you'll be able to do

  • Explore and extend a classic Excel dashboard.
  • Explore and extend an Excel data model.
  • Pre-format and import a .CSV file.
  • Import data from a SQL Server database
  • Import data from a report.
  • Create measures using advanced DAX functions.
  • Create data visualizations in Excel.
  • Create a Power BI dashboard with Excel.
  • Describe classic data analysis with Excel
  • Describe Excel pivot tables
  • Describe the limitations of classic data analysis with Excel

Module 2: The Excel Data Model

This module looks at the classic Excel data model and at ways to extend it.

  • Describe an Excel data model
  • View data within an Excel data table
  • Describe DAX

Module 3: Importing Data from Files

This module looks at pre-formatting and importing CSV files.

  • Import data into excel.
  • Shape and transform data.
  • Load data.

Module 4: Importing Data from Databases

This module looks at how to import data into Excel from a SQL Server database.

  • Identify available data sources.
  • Preview, shape, and transform data.
  • Explain table relationships and hierarchies.
  • Load data from various sources.

Module 5: Importing Data from Excel Reports

This module describes how to import data from a report.

  • Import data from Excel reports.
  • Transform Excel report data.

Module 6: Creating and Formatting Measures

This module describes how to create and format measures.

  • Explain what DAX is and when to use it.
  • Describe a measure.
  • Use some of the advanced functions within DAX.

Module 7: Visualizing Data in Excel

This module describes how to visualize data in Excel.

  • Create and refine a pivot chart.
  • Describe cube functions and when to use them.
  • Describe a number of charts for use with cube functions.

Module 8: Using Excel with Power BI

This module describes how to use Excel with Power BI.

  • Describe Power Bi and the various versions available.
  • Upload Excel data to Power BI.
  • Describe the Power BI App.

Before you attend

Before attending this course, students must have:

  • Basic knowledge of the Microsoft Windows operating system and its core functionality.
  • Working knowledge of relational databases.
  • Extensive knowledge of Excel spreadsheets including formulas, charts, filtering, sorting, and sub-totals.
  • Basic knowledge of data analytics equivalent to having attended course 10994.

Course outline

  1. Module 1Data Analysis in Excel

    • This module looks at the classic Excel dashboard and at ways to extend it.
    • Classic Data Analysis with Excel
    • Excel Pivot Tables
    • Limitations of Classic Data Analysis
    • Lab : Building a Classic Excel Dashboard
    • Filtering and Formatting Data
    • Building a Pivot Table
    • Adding pivot charts and a slicer
    • Using an Excel Data Model
    • DAX
    • Lab : Explore an Excel Data Model
    • Create Calculated Columns
    • Format Data Model Data
    • Create Measures
    • Analyze the Data
    • Importing Data into Excel
    • Shaping and Transforming Data
    • Loading Data
    • Lab : Importing Data from a CSV File
    • Import and Transform Data from a CSV File
    • Add Data from a Folder
    • Available Data Sources
    • Previewing, Shaping, and Transforming Data
    • Table Relationships and Hierarchies
    • Loading Data
    • Lab : Import Data from Multiple Sources
    • Import Data from SQL Server
    • Import Data from a CSV File
    • Create a Data Table
    • Importing Data from Excel Reports
    • Transforming Excel report Data
    • Lab : Importing Data from a Report
    • Import Data from Excel
    • Transform the Excel Data
    • Load the Data into an Excel Data Model
    • DAX
    • Measures
    • Advanced DAX Functions
    • Lab : Creating Measures using Advanced DAX Functions
    • Last year comparison
    • Year to date
    • Market Share
    • Pivot Charts
    • Cube Functions
    • Charts for Cube Functions
    • Lab : Data Visualization in Excel
    • Create a Tabular Report
    • Create a Pivot Chart
    • Add Slicers to Charts
    • Power BI
    • Uploading Excel Data to Power BI
    • Power BI Mobile App
    • Lab : Creating a Power BI Dashboard with Excel
    • Uploading Excel Data
    • Creating a Power BI Dashboard

Download the full outline (PDF)

Run this for a team

Private cohorts run on your dates, at your site or online, with the labs pointed at your environment. Above about four people it usually costs less than buying seats.

Or call 916-920-1700, weekdays 8 to 5 Pacific.

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