Excel Training for Business
Helping you and your team understand Excel
Give your staff the confidence to perform to the standard your business deserves.
- Learning for all levels
- Develop New Skills
- Learn New Features
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Introduction to Power Query
Are you still using Sort and Filter in Excel? Power Query comes with Excel, and is like autofilter on steroids! You can move columns around, easily remove unwanted columns, sort, filter and join/split data. The end result is cleaned data, set out in the way your want.
- Introduction to Power Query
- The Power Screen Interface
- Naming a Query
- Query Steps
- Refreshing and Editing Ideas
- Filtering with Power Query
- Applying a Filter
- Removing columns
- Rearranging columns
- Transforming Data
- Changing Case
- Fill data
- Split columns
- Removing Duplicates and Errors
- Collating Data
- Summarising multiple sheets
- Summarising data from multiple files
- IF Functions
- Merge and Append Queries
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“Sessions delivered by Vue IT are always in demand, our staff feedback survey has shown that they enjoy the session and meet their learning objectives. Staff are more confident in using Excel, MS Teams, Word and PowerPoint.”
Pooja at Maidstone and Tunbridge Wells NHS Trust
Power BI Desktop Fundamentals – 2 days virtual training
This intensive two day virtual workshop is great for those who need to build reports using Power BI Desktop, the Microsoft tool that enables data from various sources to be ‘mashed together’ to create insightful reports. Delegates do not need any prior knowledge, although advanced Excel users are the typical audience and to get the most from the workshop it helps if you are familiar with VLOOKUP formulas and pivot tables in Excel.
By the end of this workshop you will be able to:
- Create a data model by importing data from various sources
- Use the query editor to clean and transform data
- Insert calculated columns using “M” functions
- Understand and manage data relationships
- Create an interactive drill through report with charts, tables and slicers
- Create and edit Measures (DAX aggregate functions) our Power BI report
- Publish your Power BI report
Introduction to Power BI
The workshop begins with an introduction to self service business intelligence and the Power BI suite of tools:
- Brief overview of the tools (Power BI Service v Power BI Desktop)
- Overview of the various types of data that can be imported into Power BI
- Preview of the example report we will create during the training
During the first day we explore the desktop interface and become familiar with connecting to different data sources whilst creating our first interactive example report:
- Desktop interface: Report, Data and Model views, Visualizations panel, etc
- Connecting to various data sources and understanding the difference between Direct Query and importing data
- Using Query Editor to profile the data (check distinct and unique values, etc) then clean and filter data, such as removing rows, find and replacing values, splitting data into separate columns
- Editing, renaming and deleting the applied steps
- Creating calculated columns including the Column by example tool
- Creating relationships between the data sources in Power Query v Power BI
- Saving a pbix file
Designing and formatting a report
We look at some common issues such as source data being renamed/moved/changed, then we focus on how best to design and format a report:
- Applying a theme
- Formatting chart visualisations including adding data labels and hiding axis
- Formatting table and matrix visualisations including applying conditional formatting
- Including text boxes, shapes, a company logo and a background
- Working with Filters (including slicers, field filters, Top N, page filters v report filters)
- Creating drill through pages
- Using the selection pane effectively
- Turning interactions (cross high lighting) on or off
- Grouping visualisations
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“Sessions delivered by Vue IT are always in demand, our staff feedback survey has shown that they enjoy the session and meet their learning objectives. Staff are more confident in using Excel, MS Teams, Word and PowerPoint.”
Pooja at Maidstone and Tunbridge Wells NHS Trust
Introduction to Power BI Desktop
This 1 day remote learning workshop is an introduction to Power BI Desktop, the Microsoft tool that enables data from various sources to be ‘mashed together’ to create insightful reports. Delegates do not need any prior knowledge, although advanced Excel users are the typical audience.
This interactive workshop is delivered via Teams which enables you to speak to the trainer and share your screen. A full PDF manual is provided. The typical remote training day is split into 3 sessions as follows:
- Session 1: 09:30 to 11:00
- Session 2: 11:30 to 13:00
- Session 3: 14:00 to 15:30
We cover the following topics:
- Overview of the Power BI tools
- Overview of the various types of data that can be imported into Power BI
- Preview of the example dashboard report we will create during the training
The main part of the day looks at the Power BI Desktop application,
how to connect to data sources, perform some simple transformation steps in Power Query and create some simple visuals
- Desktop interface: overview of Ribbon and the Report, Data and Model views
- Connecting to example Excel file
- Use Query Editor to ‘clean’ and filter data, such as removing rows, find and replacing incorrect spellings, splitting data into separate columns
- Editing and deleting the query ‘Steps’
- Creating simple calculated column using Power Query
- Creating a simple dashboard with table, chart and slicer visuals
- Saving a pbix file
- Refreshing data
As we learn how to use Power BI, we focus on creating, formatting, moving and deleting interactive visualisations (charts and tables) and learn how to
- Turn interactions (cross high lighting and cross filtering) on or off
- Display tooltips
And we share tips on how to format your report including
- Applying and customising a theme
- Including text boxes, shapes, a company logo and a background
If time, we include a brief overview of publishing your report
Ask us a Question
“Sessions delivered by Vue IT are always in demand, our staff feedback survey has shown that they enjoy the session and meet their learning objectives. Staff are more confident in using Excel, MS Teams, Word and PowerPoint.”
Pooja at Maidstone and Tunbridge Wells NHS Trust
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Why VUE IT Training
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