Business Intelligence with Excel 2013

Learn to use Power Query, Power Pivot, Pivot Tables, Power View and Power Map to create powerful reports and dashboards
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  • Lectures 42
  • Length 4 hours
  • Skill Level Intermediate 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 6/2015 English

Course Description

Business Intelligence with Excel 2013

Excel 2013 is a game changer for any Excel user. Excel 2013 provides new technologies and tools for the business user to easily analyze data to create powerful reports and dashboards in a fraction of the time of traditional spreadsheets.

This course is for all business users who want to learn how to create management reports, analyze data and create interactive dashboards using Excel 2013.

In this course we learn the following:

Power Query

  • Cleaning up Data
  • Merging Data
  • Appending Data
  • Grouping Data
  • Loading data to PowerPivot

Power Pivot

  • Create relationships between Tables
  • Manage millions of rows of data
  • Custom Calculations, Key Metrics and KPIs
  • Analyzing Data with Pivot Tables
  • Analyzing Date data

Power View

  • Creating Tables and Cards
  • Visualizing data with Graphs
  • Creating Interactive dashboards
  • Filter and Ask Questions of your Data
  • Powerful data analysis with ScatterPlots and BubblePlots
  • Visualize Geographical data and maps
Power Map
  • Mapping Data with Power Map
  • Changing the Method of Visualization
  • Changing the Method of Aggregation
  • Mapping Data over Time
  • Creating Tours

This course will provide you with an easy to follow step by step approach to using the new Business Intelligence technology in Excel 2013.

What are the requirements?

  • Be familiar with Excel

What am I going to get from this course?

  • Learn the new Business Intelligence technologies in Excel 2013
  • Analyze data and create reports in a fraction of the time of spreadsheets
  • Learn to manage millions of rows of data in Power Pivot
  • Create new powerful calculations, KPIs and Key Metrics
  • Create new table relationships for reporting and dashboards
  • Use Power View to create interactive dashboards and analyzing data
  • Learn to use Power Query to import, merge, clean and transform data
  • Use Power Map to visualize and analyze geographical data

Who is the target audience?

  • Excel 2013 users
  • People who do reporting and create dashboards
  • People who analyze data and create new insight

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

Welcome to the Business Intelligence Technologies for Excel 2013. This course will provide a comprehensive overview of Power Query, Power Pivot, Power View and Power Map.


In this lesson we will cover how to activate the add-ins for Power Query, Power Pivot, Power View and Power Map.

Section 2: Working with Power Query
Introduction to Power Query

In this lesson we review the menus and options for the Power Query interface.


Please click on the View Resources button to download the Power Query training data file.


In this lesson we review how to easily transform data using the Power Query interface. Learn to remove columns, rename columns and replace values in data sources.


Click on the View Resource button to download the append training data sources.


Learn to easily append data sources with Power Query. Data sources need to have the same data structure to append data.


Click on the View Resources button to view the Power Query merge function. Please download the training data files to follow the lesson.


In this lesson we will learn to easily merge data from different data sources. This particularly useful for looking master data names and other attributes.

Download the Sales Data Files

Learn to use the Group By function in Excel Power Query to create great summary tables. For example create a summary table that shows total sales, total profit and number of transactions by Customer.


In this lesson we will cover how to load data from Power Query into Power Pivot. This is particularity useful for loading data sources that are greater than 1 million rows that can not be loaded into Excel.

Section 3: Working with Power Pivot / Data Model
Introduction to Power Pivot

Introduction and overview of Excel Power Pivot.


Please click on the View Resources button to download the Employee Master Training file to use in this section.


In this lesson we review how to easily load and import data into Excel Power Pivot.


In this lesson we review how to create relationships between tables of data in Excel Power Pivot.


In this lesson we will review how to analyze data that is in Excel Power Pivot using Excel Pivot Tables.


How to create calculated columns in Power Pivot


In this lesson we review how to easily create powerful calculated fields in Power Pivot. Calculated fields allow the user to create new custom calculations, KPIs and Key Metrics.


In this lesson we review how to use Pivot Tables and Pivot Charts to analyze and review Excel Power Pivot data.


In this lesson we create an interactive dashboard using Excel Pivot Tables and Pivot Charts using Power Pivot data.

Section 4: Excel Power View
Introduction to Power View

In this lesson we review the Excel Power View designer.


This lesson teaches how to create tables of data in Excel Power View using simple drag and drop technologies. With tiles we show how to easily filter the data displayed in Excel Power View tables.


Learn to create powerful column and bar visualizations using Power View graph types. Learn to use clustered, stacked and 100% graph types.


Learn to use the line graph to easily visualize time and trend data. Easily review how data changes and the movements over time.


In this lesson we will create a powerful fully interactive dashboard using tables and graphs using Excel Power View designer.


In this lesson we will learn to use the powerful Excel Power View filtering capabilities to ask questions of our data


Please click on the View Resources button to download the Sales training data file.


In this lesson we will learn how to use Power View scatterplots to understand correlations between data. Scatterplots are a very powerful method of data analysis.


Learn to use the Time feature in Scatterplots to display how your data changes over time.


Learn to use the powerful mapping and geographical analysis tools in Excel Power View.

Section 5: Power Map
Introduction to Power Map

Introduction to the Excel Power Map geographic and mapping tool.


In this lesson we will learn to map geographic data in Excel Power Map.


Learn to change the method of visualization from clustered columns, stacked columns and hot spots in Excel Power Map.


Learn to view the changes and movements in data over time. Visualize the changes in your data on the Power Map.


Change the method of visualization from Sum, Average, Count, Distinct Count, Max and Min.


Create video based tours of your data that has been created in Excel Power Map.

Section 6: Conclusion

The conclusion to the course.

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Instructor Biography

Ian Littlejohn, Excel Business Intelligence and Power BI Trainer

Ian is a trainer that specializes in Microsoft Excel Business Intelligence tools and techniques making it easy for learners to harness the power of Excel PivotTables, PivotCharts, PowerPivot, Power Query, PowerView and Power BI.

Ian has been training learners on these powerful technologies for a number of years making it easy for the business user to easily create management reports, develop interactive dashboards and generate new insight and intelligence from business data.

Ian has over 10 years of Management Consulting experience and he brings this knowledge and skills to his training course showing Excel users how to easily create sophisticated management reports, perform data analysis and create amazing interactive dashboards without using any complex programming or specialized tools.

Ian has consulted and worked with major organizations in the Banking, Insurance, Manufacturing, Telecommunications and Logistics industries across a number of countries and continents.

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