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Power BI & Microsoft Excel Training

Learn from a specialist in Power BI and Microsoft Excel.

 

  • Tips and tricks to make your spreadsheets work harder.
  • Build complex spreadsheets and develop a skill set that will transform your working life.
  • And for even more complex solutions, we can build bespoke spreadsheets and dashboards for you.
  • All bespoke solutions are provided with free training. 

We deliver the following courses

Purpose

 

This course has been designed to enable you to understand the key features of the Power BI Service.  It is an introductory course which will allow you to create operational reports and share content.

 

Learning Outcomes:

 

  • Access, Prepare and Upload data from a range of files
  • Data Modeling and Data Exploration
  • Data Visualisation – create interactive maps, charts and cards
  • Understand how your reports and dashboard interact with each other.
  • Publish Report and Build Dashboard
  • Collaborate and Distribute

Purpose

 

Understand how to use the key features of the Power BI Service and then build on this knowledge to build a data model in Power BI desktop.  You will be able to use DAX to create calculations in a Power BI Desktop data model.

 

 

Learning outcomes:

 

Day One
  • Access, Prepare and Upload data from a range of files
  • Data Modeling and Data Exploration
  • Data Visualisation – create interactive maps, charts and cards
  • Understand how your reports and dashboard interact with each other.
  • Publish Report and Build Dashboard
  • Collaborate and Distribute

 

Day Two
  • Understand basic concepts of Data Modeling
  • Understand the consequences of data model design decisions
  • Understand concepts of calculated columns and measures
  • Gain familiarity with standard DAX patterns & CALCULATE
  • Understand evaluation contexts and their impact on calculations
  • Gain ability to parse data modeling formulas

Purpose

 

Understand how to use the key features of the Power BI Service and then build on this knowledge to tell stories with your reports.  You will understand how to covert the story to a Data Model. 

 

 

Learning outcomes:

 

Day One
  • Access, Prepare and Upload data from a range of files
  • Data Modeling and Data Exploration
  • Data Visualisation – create interactive maps, charts and cards
  • Understand how your reports and dashboard interact with each other.
  • Publish Report and Build Dashboard
  • Collaborate and Distribute

 

Day Two
  • Understand the need for storytelling with data
  • Understand the agile process to creating Power BI data visualizations
  • Understand the art behind visualizations
  • Gain familiarity with Power BI report layouts and structure
  • Understand implications behind choosing the right charts
  • Gain familiarity over the use of Power BI custom visuals
Week One: Fundamentals of Power Query within Power BI
  • Introduction
  • Importing Basic Data
  • Query Settings
  • Importance of Data Types
Week Two: Basic Formula Building in Power BI using DAX
  • Implicit and Explicit Measures
  • Calculated Columns
Week Three: Data Visualisation Techniques
  • Types of Visualisations
  • Slices and Filters
Week Four: Factors to Consider
  • How to share a report
  • How to refresh a report
  • Use with Excel
Week Five: Data from SharePoint, folders, OneDrive
  • Data import from SharePoint and OneDrive
  • Importing data from files and folders
  • Considerations for ensuring files / folders are updated
Week Six: Transformation recipes for dealing with “messy” real life data
  • Pivot, Unpivot, Split, Filter, Sort, Replace, Errors
Week Seven: Advanced data reshaping techniques
  • Query organisation
Week Eight: Date and Time Intelligence
  • YTD, MTD, Same Period Last Year, Last quarter
  • Dealing with Financial Years
  • Financial Modelling

To book any of the above courses, please get in touch with Sue today: sue@suebayes.com

Excel

  • How to speed up your Excel work
  • Functions and formulaes
  • Learn to love Excel

Intermediate Excel

  • Tables, Conditional Formatting, VLookUP, Index and Match.
  • Be an Excel genius

Advanced Excel

  • PowerQuery and PowerPivot

The most powerful Excel tools that will revolutionise your spreadsheets

Building a Dashboard with Excel

  • Understand and visualise your KPIs with ease.

Excel - For Business Finance

Create key business tools such as budget sheets, cashflow forecasts and tendering tools.

Excel - Bespoke Spreadsheet Design

You want it, we can do it.  Excel can give you so many insights into your business data.  Can you afford not to use it fully?

Excel Learning Path

Excel

How to make the most of Exel using functions, formulae and graphs

Intermediate Excel

Use the power of tables and pivot tables to visualise and drill down into your data

Advanced Excel

Use Powerpivot and Power Query to unleash the power of Excel

Dashboards in Excel

Create a dashboard with Excel using Pivot tools and Pivot Charts

Bespoke Courses

Excel for small Businesses

Use excel to create a cashflow, profit and loss account, tender document and budget

Bespoke

Bespoke Courses can be written and tailored for specific requirements

Microsoft PowerBi


September / November 2019
A one day course taking you from zero to hero in Microsoft PowerBi

Excel - How to speed up your Excel work

This course is designed for those who wish to gain and build on the necessary skills to create, edit, format and print Excel worksheets.

You will work with functions, design your own formulaes, build charts and learn a whole host of shortcuts. Guaranteed to improve speed of work, give you confidence and boost your skill level.

This course give you the ability to move into the Intermediate Excel course.


Eventbrite - Microsoft Excel - unharness the power with the number one Business Tool

Intermediate Excel

Microsoft Excel is a powerful tool for managing, extracting and analysing data in today's working environment.

You will gain the knowledge and skills to work with Excel Lists and Tables. You will be able to sort and filter data efficiently using slicers and timelines. Conditional formatting will enable you to visualise key metrics within your data. We will also cover some of the more complex formulae giving you the ability to unleash your inner wizard.

This course gives an insight into using Pivot Tables leading onto Advanced Excel.

Eventbrite - Intermediate Microsoft Excel - unharness the power with the number one Business Tool

Advanced Excel

The amount of data that we are using is increasing at a phenomenal rate. To be able to harness this data to give us insights into our business, makes the key difference in a competitive world.

You will be able to use amazing new Excel technology (Power Query) to work with data from many different sources.

You will learn how to create a data foundation to grow your business. You will learn how to create a spreadsheet that remembers all of your changes every time you have updated data.

This will enable you to have a serious competitive advantage using the most up-to-date technology.

This course leads into Building a Dashboard with Excel

Eventbrite - Microsoft Excel - Advanced

Building a Dashboard with Excel

Interactive dashboards with simple tools facilitate decision-making, reporting, communication and data engagement in your business.

This workshop is essential for all business owners or managers who want to visualise Key Performance Indicators and other strategic data at a glance.

The ability to understand your business situation and make decisions with confidence, is invaluable.

Dashboards that can be refreshed and give insights on what you want, are within your grasp.

Eventbrite - Building a dashboard with Excel

Excel for Business

This course enables business owners to create key business spreadsheets that can be adapted to your needs.

You will be able to produce a cashflow, a budget, a tendering spreadsheet and a profit and loss statement.

Spend your time on your business, not on grappling with spreadsheets. Guaranteed to save you time and increase efficiency.

Eventbrite - Excel for Business Finance – Use excel to create business spreadsheets

Bespoke Training

We also offer bespoke Excel courses tailored to your specific business need.

We come to you and help you work on your spreadsheets in your environment.

No travel, no fuss and all learning is relevant and applicable to you.

As part of the package we offer a follow on service where we can support you 

Spend your time on your business, not on grappling with spreadsheets.

Guaranteed to save you time and increase efficiency.

 

Pre course survey

Attending a Training course with suebayes.com, fill in this pre course survey to ensure we can support you.

Post course survey

We hope you have enjoyed your course, let us know how we did.