Master Data Visualization:Excel, Power BI, Tableau Essential

Explore the fundamentals of Microsoft Excel, from calculations and graphing to pivot tables and VBA automation, and install Excel via Microsoft 365, enabling data manipulation and visualization.

Explore the anatomy of a spreadsheet, take a UI tour of Excel, and learn about blank workbooks, sheets, ranges, and the formula bar, preparing for formulas.

Discover essential numeric functions in Excel—absolute, sine, gcd, and lcm—through practical examples, and learn to enter formulas using =, tab, and cell references.

Explore basic mathematical functions in Excel—power, square root, quotient, and mod—with a numeric data set. Use the autofill handle to apply formulas, manage decimals, and understand negative square root errors.

Explore essential Excel aggregate functions such as sum, min, max, average, count, count a, count blank, small, large, product, and median, applied to a cookie revenue dataset across four years.

Explore the five rounding functions in Excel—ceiling, floor, even, odd, and trunk—through practical examples. See how rounding up, rounding down, and truncation work on real numbers.

Explore essential Excel text functions: len, trim, upper, lower, proper, substitute, replace, left, right, mid, find, and concatenate through practical examples and step-by-step demonstrations.

Explore essential information functions in Excel, such as is number, is even, is odd, is blank, is logical, is text, is non text, and is formula.

Explore Excel date and time functions to extract day, month, and year, derive weekday names, convert dates with text, and reconstruct times using now and today features.

Explore how to use Excel logical functions like if, and, or to evaluate conditions and thresholds in a data set. Apply nested formulas to produce true or not applicable results.

Explore lookup functions in Excel, including VLOOKUP, HLOOKUP, XLOOKUP, and MATCH, to retrieve names, salaries, and titles from large datasets by using lookup values, vectors, and tables.

Learn practical Excel formatting to transform jumble data into a presentable table with ctrl+T, style as table, merge headings, center content, apply currency, and conditional formatting.

Explore pivot tables in excel to summarize large data with rows, columns, values, and filters, then refine with a timeline and slicer and visualize with pivot charts.

Learn to print an Excel sheet in a presentable format by adjusting page layout, aligning pivot tables and charts, and managing page breaks, orientation, and margins.

Build and populate orders, customers, and products tables in Excel, using xlookup and index/match to derive data, calculate sales, and format dates, units, and currency.

Convert raw data into a table with ctrl-t, rename and style it, then build a pivot table to summarize by year and month and visualize in a pivot chart.

Explore how Power BI visualizes data with a drag-and-drop interface to create interactive reports and dashboards, transforming raw data into insights for secure sharing across desktop and mobile.

Install Microsoft Power BI desktop by downloading the 64-bit or 32-bit installer or via the Microsoft Store, and on Mac use Parallels. Start by adding data to your report.

Explore the Power BI UI to connect data from multiple sources, transform it with Power Query Editor, model relationships, and build visual reports with DAX-driven insights.

Import data into Power BI from Excel and other sources, previewing tables in the navigator, then transform data in Power Query Editor and load for visuals.

Visualizations unlock insights by revealing patterns, trends, and outliers in complex data. They enhance communication and decision making with visuals that are faster than text and offer clarity.

Create a clustered column chart in Power BI, using year on the x axis, sales on the y axis, and category in the legend; explore tooltips for deeper insights.

Format a power BI clustered column chart by tuning x and y axes, titles, fonts, colors, legend position, grid lines, and size, with background and tooltips.

Create a pie chart in Power BI to display profit by region and compare with a donut chart for part-to-whole visualization, emphasizing 3–6 category suitability and formatting.

Explore how a funnel chart visualizes a multi-stage process with a progressive decrease in data, commonly used to represent the sales pipeline across regions or states with sales values.

Learn how ribbon charts in Power BI visualize data flow across hierarchical categories, enabling comparisons, while cards provide concise KPI snapshots like revenue and profit margin.

Explore include and exclude options in a clustered chart within Power BI, apply real-time filters, and view statistics in a table to refine data visualization.

Explore built-in themes and customize current themes in Power BI to adjust chart colors, fonts, backgrounds, and visuals, creating a presentable, accessible data view.

Explore map based visualizations and geo data analysis to transform geographical data into insightful, spatially aware visuals. Learn to interpret patterns, communicate findings, and leverage real time updates for monitoring.

Create map visuals in Power BI by configuring location, legend, and bubble size to visualize sales and profit across states; explore tooltips, region coloring, and filters to compare geographic data.

Explore filled maps in Power BI to compare regional data and visualize location-based patterns across states. Interact with the map to zoom, click regions, and examine color-coded profit by location.

Learn to format Power BI maps by selecting styles, configuring legends and tooltips, and fine-tuning bubbles and borders for a polished dashboard visual.

Explore data modeling in power BI by defining and shaping data, creating tables and relationships, and using measures with DAX to enable unified, interactive reports.

Learn to create relationships in Power BI by importing Excel data, naming columns, and linking orders, returns, and customers with cross filter direction set to both for effective data modeling.

Explore data analysis expressions (DAX) in Power BI, using formulas and measures to perform calculations, create dynamic aggregations, and control context with filters and slicers for interactive, responsive reports.

Load an Excel file into Power BI, clean blank rows with Power Query, build relationships between cookie types, customers, and orders, and create a DAX measure for total cookies sold.

Create and analyze measures in Power BI using DAX to compute total count of orders and profit by customer, linking orders table, revenues, and costs in matrices.

Explore Power BI quick measures to create common calculations without writing DAX, using base values like revenue and cost to generate revenue minus cost in the orders table.

Create a new calculated column in the orders table to show profit per order by subtracting cost from revenue, using a DAX formula in the calculations group.

Apply the DAX if function to implement conditional logic in Power BI, creating a new column that flags profit as high or not high using a 4000 threshold.

Explore the ETL pipeline in power BI, extracting from diverse sources, cleaning and shaping data with Power Query, modeling with DAX, and loading into dashboards for data-driven decisions.

Learn to implement an ETL workflow by extracting data from a folder of CSV files, combining and loading them in Power BI, and updating in real time.

Import an Excel file and a CSV into Power BI, transform the data in Power Query, and append the two tables to create a single 20-row, 3-column dataset.

Learn to extract data from multiple sources with different columns and combine them in Power BI using Power Query by appending queries to produce a single table.

Transform data in Power BI using the Power Query Editor to clean and shape raw data, replace nulls with zero, and separate numbers from text for accurate aggregation.

Explore basic data transformation in the Power Query editor’s home tab, including remove columns, remove duplicates, and group by to count rows or sum sales in millions.

Import, clean, and transform Excel data in Power BI, then build a real-time dashboard with KPI cards showing attrition, average age, salary, and years at the company.

Build a Power BI dashboard using donut charts for education attrition, age and salary visuals, a job role matrix, a gender treemap, slicers, and publish to Power BI service.

Meet instructor Fiza as she introduces Tableau and its role in turning vast data from transactions, social media, and sensors into valuable insights for informed decision making.

Explore Tableau's pivotal role in data analytics, its growing job demand, globally diverse roles, and competitive salaries for professionals skilled in Tableau.

Master data visualization with Tableau by connecting, visualizing, and analyzing data to uncover actionable insights through an intuitive, no-code interface for business executives, analysts, and researchers, enabling interactive dashboards.

Explore how Tableau visualizes Chicago filming permit data to optimize location selection through dashboards showing permits, durations, and production types, with geospatial analysis and predictive analytics.

Install Tableau Desktop by visiting tableau.com, selecting Tableau Desktop in releases, and downloading the current version 2024.1.1 for Windows or Mac, then complete the setup and registration.

Open Tableau Desktop to connect to data sources and create worksheets and dashboards. Use marks card, filters, page shelf, and data pane to visualize data and gain insights.

Learn how to import data from Excel and sources into Tableau, load a Chicago filming permits dataset, review fields and rows, and begin building visuals from the data source page.

Explore how the data pane displays dimensions and measures. Distinguish discrete data with blue pills from continuous data with green pills, and see the show me option that suggests visuals.

Explore Tableau functions to transform and enhance data visuals using basic, string, date, aggregate, and logical functions; learn to apply them in calculated fields for richer insights.

Explore Tableau functions to transform and enhance data visuals, including basic, string, date, aggregate, and logical functions, with practical examples for calculated fields and conditional logic.

Explore Tableau's essential basic functions—abs, ceiling, floor, max, min, div, and zn—by creating calculated fields, validating syntax, and applying them to attributes and measures.

Explore string functions in Tableau Desktop, including contains, ends with, find, find nth, len, lower, upper, split, and trim, with practical calculated-field examples.

Master date functions in data visualization with practical Tableau examples, covering date add, date diff, date name, day, month, year, isdate, makedate, maketime, and now.

Explore aggregate functions such as sum, average, median, max, min, and count to summarize data in Excel, Power BI, and Tableau, illustrated by a date month extraction drill.

Explore Tableau logical functions, including if, and, or, and else, to create calculated fields that test boolean conditions and drive insights from data.

Build a basic bar chart in Tableau by dragging fields into columns and rows to show 2013–2019, then apply filters and format colors, borders, and fonts for a cohesive dashboard.

Build a line chart to compare independent and big-budget permits over time. Create calculated fields to compute days spent shooting and fees per day using date diff.

Master data visualization introduces a bullet chart that acts as a gauge to show the performance of two measures, fees per day, and total fees.

Create a simple text table to show exact values of measures across dimensions, using application start date as columns and total fee as the measure, highlighting 2019 as the peak.

Create a Gantt chart to show time differences between application start and end dates across categories like big budget and independent, using a date diff function in Show Me visuals.

Create a pie chart to display the contribution of two measures across a dimension, then customize colors and formatting to highlight big budget vs independent films.

Visualize data in a scatter plot to show the relationship between total fee and waived fee, with street names colored to compare trends.

Create an area chart to visualize a measure over time by combining application start date and a measure, then add primary contact state as color to show breakdowns.

Explore how a dual axis chart visualizes two measures in one view by combining a line chart and a bar chart, enabling dashboards and clear insights.

Create a bubble chart to visualize measures and dimensions as bubbles, using packed bubbles, and apply colors and opacity to compare 2019 and 2015 total fees and wards.

Learn to visualize geographic data with Tableau using mapping, spatial analysis, and interactive exploration to identify optimal Chicago filming locations and inform decisions based on permit availability.

Visualize geographic data in Tableau by converting latitude and longitude into a map, add the application number to details, and enhance with color density for interactive exploration.

Explore how to format maps in Tableau by adjusting background layers, selecting map styles (normal, streets, dark, outdoors, satellite), and tuning washout and color schemes to create compelling visuals.

Create a Tableau dashboard by dragging visuals onto a canvas, adjust size and layout, add text and containers, and prepare for interactive KPIs and sharing.

Begin an end-to-end ETL project by extracting, cleaning, transforming, and loading data from various sources into Tableau to build interactive dashboards from British Airways reviews.

Connect two csv files in Tableau Desktop, build a two-table relationship on place and country, create an interactive metric map, and filter by month to compare average ratings by country.

Learn to create and apply map filters across your data source, configure month, seat type, traveler type, and continent, and customize tooltips while incorporating review counts.

Build an interactive dashboard with map visuals and tooltips to reveal average ratings, review counts, and category metrics, using drag-and-drop steps to configure summary KPIs.

Learn to arrange summary metrics in a horizontal layout, adjust formatting and decimals, build visuals by month and traveler type, and assemble an interactive dashboard.

Create a Tableau dashboard from scratch with a title, summary metrics, and visuals in a vertical container; customize colors for British Airways reviews and prepare for Tableau Cloud publishing.

Publish your Tableau dashboard to Tableau Cloud directly from Tableau Desktop, sharing real-time visuals and filters with teammates and stakeholders via a shareable link.