Applied Excel and Analysis Services

Use the Excel BI capabilities to unlock the power of Analysis Services models
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  • Lectures 35
  • Length 5.5 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 10/2014 English

Course Description

To BI managers and BI developers: You've implemented an organizational Analysis Service model. Congratulations! Now you need to choose a tool for interactive data analytics and train your users. As you know, there is a proliferation of Business Intelligence tools on the market and each claims to solve your challenges. But the chances are that you already have what you need – Microsoft Excel. And, as far as the documentation goes, who has time to document all Excel BI features and demo them to users? I designed this class to help you empower your users and get them excited about BI with Excel.

To business users: If your organization have Analysis Services Multidimensional cubes or Tabular models and you want to gain valuable insights from them, then this course is for you. Designed as a step-by-step tour, this course teaches you how to become a data analyst and unlock the hidden power of data. You'll learn how to apply the Excel desktop BI capabilities to create versatile reports and dashboards for historical and trend analysis. You'll learn also how to share your BI artifacts across the organization by publishing them to SharePoint. "I never knew Excel can do this" is the most common feedback we hear from our students.

The course includes 5.5 hours of recorded content. For best visual experience, turn on the HD option in the video controller because the hosting site doesn't support this by default.

What are the requirements?

  • Install AdventureWorksDW database (instructions provided in Lecture 1)
  • Install AdventureWorks Multidimensional cube and Tabular model
  • Have Excel 2007 or later (Excel 2013 recommended)

What am I going to get from this course?

  • Acquire data analyst and BI skills to analyze Analysis Services models
  • Create tabular, chart, geospatial reports and dashboards
  • Share reports by publishing them to SharePoint

Who is the target audience?

  • Business users
  • Managers
  • Data analysts

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction

Introduces the objectives of this class and explains prerequisites


Compares self-service and organizational BI to give you a high-level understanding of pros and cons of each approach.


Explains the advantages of having an Analysis Services BI semantic model to promote a single version of the truth.


Why do use Excel as a BI tool?


Demonstrates how business users can create basic reports from Analysis Services.

Section 2: Creating PivotTable Reports

Learn how Excel works when connected to Analysis Services


Walks you through connecting to Analysis Services


Introduces you to the PivotTable report anatomy and features.


Discusses the elements of the PivotTable Field List


Learn how to perform different tasks to configure PivotTable reports, including layout changes, refresh options, creating PivotChart reports synchronized with the PivotTable reports, and showing member properties.


Learn how to work with PivotTable Field List to create and change the report layout.


Practice different options for drilling data down, including working with hierarchies, fields, Excel 2013 Quick Explore, working with subtotals and member properties.


Applying different options to filter and sort data.


Changing the report layout and applying conditional formatting


Work with Analysis Services actions to extend your reports.


Implementing calculated measures, named sets, OLAP formulas, and what-if analysis

Section 3: Creating PivotChart Reports

Explains elements of PivotChart reports.


Learn how to create basic PivotChart reports


Learn how to configure chart data series, secondary axis, and work with multiple measures.


Learn how to explore data at a lower level.


Shows you how to filter and sort PivotChart reports.


Understand how PivotChart integrates with Analysis Services actions.


Learn how OLAP features apply to PivotChart


Demonstrates how you can create dashboards that combine multiple reports.


Learn how to work with slicers to filter multiple reports at the same time.

Section 4: Creating Power View Reports

Introduces you to Power View as an interactive reporting tool for data exploration.


Demonstrates how you can create Tabular visualizations.


Shows you how you can work with chart visualizations


Learn how to analyze geospatial data by using the map visualization.


Learn how to filter and sort data in Power View

Section 5: Sharing Reports

Discusses SharePoint deployment options, including deploying to on-prem SharePoint, Office 365, and Power BI


Discusses SharePoint connectivity options


Shows you how to deploy reports to SharePoint


Demonstrates how you can view Excel reports in SharePoint environment


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Instructor Biography

Teo Lachev, Consultant at Prologika

Teo Lachev is a consultant, author, and mentor with more than 20 years of industry experience. Through his company, Prologika (Microsoft Gold BI partner) located in Atlanta, United States, he has implemented BI solutions that have added tremendous value to his customers. A Microsoft Certified Trainer, Teo has developed several BI classes that deliver applied, under-the-hood training. He has authored and co-authored several SQL Server Business Intelligence books and speaks frequently at industry conferences and local groups. He founded and has been leading the Microsoft Business Intelligence Group in Atlanta. Microsoft has recognized Teo's experience in Business Intelligence and contributions to the technical community by awarding him with Microsoft Most Valuable Professional (MVP) for ten years.

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