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YouTube

Excel Data Analysis - PivotTables, Power Query, Formulas and Charts

ExcelIsFun via YouTube

Overview

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Learn the fundamentals of data analysis using Microsoft Excel tools in this comprehensive 36-minute video tutorial. Master the use of PivotTables, Power Query, worksheet formulas, and charts to import data, create sales tables, build reports, and visualize trends. Explore the process of data analysis across Standard PivotTables, Power Pivot Data Models, and Power BI Visualizations. Gain hands-on experience with practical examples, including creating Year Month Sales Reports, implementing slicers for filtering, and generating line charts for sales trend analysis. Discover how to refresh reports with new data and understand the limitations of Standard PivotTables. By the end of this tutorial, acquire essential skills in Excel data analysis techniques applicable to real-world business scenarios.

Syllabus

) Intro.
) Files to use in class.
) Goals for video.
) Data Analysis Step #1: Get Data. Use Power Query to Get Data. Learn about important data analysis terms..
) Data Analysis Step #2: Create Data Model. Use Worksheet formulas to create flat table for the Standard PivotTable tool. Learn about the new lookup function XLOOKUP..
) Data Analysis Step #3: Create Calculations & Reports. Create first report: Year Month Sales Report with Product Slicer..
) Grouping in a PivotTable..
) Data Analysis Step #4: Create Visualizations: Line Chart to show sales trends..
) Add Slicer to PivotTable..
) Create remaining reports..
) Show Values As Calculations in a PivotTable..
) Limitations of Standard PivotTable: Grain of the Table..
) Cross Tab Report..
) Data Analysis Step #5: Get New Data and Refresh Reports & Visualizations.
) Conclusion.

Taught by

ExcelIsFun

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