1. Excel in data analysis
Excel is treated as an analytical environment that combines formulas, structured references, worksheet cooperation, and database-style operations on data. The section covers function optimization, nested formulas, sorting, filtering, consolidation, external data work, and pivot tables for summarizing results.
- logic of working with the program and program architecture,
- names, references and relationships in cells,
- optimization of formulas and functions in Excel,
- discussion of mathematical, statistical, lookup and reference, date and time functions,
- nesting functions,
- combining data, cooperation between worksheets,
- Excel as a database,
- Excel cooperation with external and internal databases,
- operations on data: sorting, filtering,
- data consolidation in worksheets,
- data analysis tool: pivot tables – creation, modification, pivot table tools.
2. Introduction to multidimensional analysis
Multidimensional analysis is introduced through the Excel ecosystem and the role of PowerPivot in extending standard spreadsheet reporting. The section connects the benefits of model-based analysis with related tools such as Power View, Power Query, and Power BI, including KPI-oriented views.
- benefits of using PowerPivot for data analysis in Excel,
- multidimensional analysis and PowerPivot,
- introduction to tools: Power View, Power Query, Power BI,
- creating KPI views.
3. Data models
Data models begin with controlled import from workbooks, text files, CSV files, and databases into a consistent analytical structure. The section concentrates on how source data is brought into the model so later calculations, reporting, and multidimensional analysis can rely on stable foundations.
- import of data into the model from the active workbook, from other workbooks, from txt files, csv, from databases.
4. Power Query
With Power Query, the emphasis is on connecting to varied data sources and shaping imported datasets before they enter the model. Participants become familiar with the interface, key terminology, transformation steps, and the practical implications of where processed data is stored.
- terminology and user interface,
- connecting to various data sources,
- data transformations in Power Query,
- places of data placement.
5. PowerPivot
PowerPivot serves here as the central modeling layer for loading data, refreshing connections, and defining analytical logic inside Excel. The work includes calculated columns, measures, DAX expressions, CALCULATE examples, time intelligence, and the use of hierarchies or hidden columns in model design.
- loading data into PowerPivot,
- refreshing connections,
- calculated columns,
- calculated fields (measures),
- data analysis expressions (DAX),
- examples of using the CALCULATE function,
- time analysis,
- hierarchies and hiding columns.
6. Models using the DAX language
DAX models extend analytical structures with calculated columns, explicit and implicit fields, and measures tailored to reporting needs. The section also addresses model corrections as well as the role of dimensions and hierarchies in organizing calculations and navigating aggregated data.
- calculated columns, explicit and implicit calculated fields,
- calculated measures and model corrections,
- dimension and hierarchy elements.
7. Reports obtained thanks to models from PowerPivot
Reports based on PowerPivot models use pivot tables and pivot charts to analyze structured data from multiple perspectives. Attention is given to the differences between standard pivots and PowerPivot-based reports, along with filters, slicers, and timeline controls that refine analytical navigation.
- pivot tables and pivot charts,
- discussion of standard pivot tables and pivot tables based on PowerPivot,
- filters and slicers,
- timeline.
8. Export of tables from the PowerPivot model
Exporting tables from the PowerPivot model addresses situations where modeled data must be reused outside the analytical layer. The work concerns moving selected model content into tabular form so it can support further operations, sharing, or downstream reporting tasks in Excel-based workflows.
9. Creating Key Performance Indicators (KPIs)
Key Performance Indicators organize measures around targets, thresholds, and status interpretation so results can be assessed consistently. This section focuses on building KPI views that connect calculated values with business evaluation logic and make deviations easier to identify in reporting.
10. Creating reports in Power View
Creating reports in Power View requires a model prepared for visual consumption, not only for storage or calculation. Participants learn how to optimize data models and then build tables, matrices, cards, filters, and charts that support clear navigation and structured report reading.
- optimization of data models for use in Power View,
- creating a basic report – a table,
- presenting a table in matrix form,
- visualization in the form of cards,
- filtering reports,
- creating charts.
11. Introduction to business intelligence (BI) solutions
Business intelligence is framed here as a way to turn operational data into usable analytical views for decision-making. The section introduces core BI concepts, principles of effective data visualization, and basic analysis using maps and tabular views suited to different information contexts.
- introduction to BI business intelligence,
- principles of data visualization,
- data analysis on a map, table with data.
12. Getting data in Query Editor. Working with data
Working with data in Query Editor focuses on connecting Power BI to Excel files, database sources, and the Power BI service. The section shows how data is brought into the reporting environment and prepared for further modeling and analysis across different source types.
- using MS Excel files as a Power BI data source,
- using databases as a Power BI data source,
- Power BI service.
13. Interactive data visualization
Choosing the right Power BI visual depends on the analytical question, the data structure, and the intended user interaction. Participants work with chart interactions, custom visuals, dashboards, report publishing, and the practical aspects of managing Power BI solutions after deployment.
- selection of the appropriate chart in Power BI,
- interactions,
- custom visualizations,
- creating dashboards,
- creating and publishing reports in Power BI,
- managing Power BI solutions.
14. SQL Server and its tools
MS SQL Server is presented from both the platform and analyst perspective, including server architecture, database design patterns, and the logic of relational models. The section also covers SQL querying, joins, aggregation, subqueries, stored procedures, and core DDL and DML operations in Management Studio.
- logic of operation and architecture of MS SQL Server,
- database design by example: database design process, schema notations, patterns,
- introduction to relational databases: database creation process, normalization – advantages and disadvantages, denormalization – advantages and disadvantages,
- environment: MS SQL Server Management Studio – its structure and application,
- SQL language: SELECT clause, functions and operators, WHERE clause, ORDER BY clause, TOP Clause,
- joining multiple tables – inner and outer joins, grouping rows, aggregate functions,
- selecting groups of rows – HAVING clause, subqueries, operations on functions and stored procedures
- creating the database structure, creating tables – CREATE TABLE, creating keys, Insert, Update, Delete.