Dashboards and Business Intelligence Tools in MS Excel 2400-SP-EXCEL-DBI

The goal of this course is to familiarize students with the topic of data visualization and the fundamentals of management reporting and its automation. The course will cover the built-in tools in MS Excel that enable the creation of management dashboards and advanced visualizations.

Course topics:
✓ Power Query
An add-in that enables efficient data import, transformation, and merging. Imports various data formats (Excel workbooks, text files, CSV files, Access databases), automation of import refreshes, saving imports to a worksheet or data model, transforming imported data—operations on columns containing dates, numeric values, and text, data layout transformations (transposition, column reordering tool), defining custom fields, and combining data and tables.

✓ Power Pivot
An add-in for comprehensive data modeling, which serves as the basis for generating reports and summaries, including in the form of pivot tables.
Building a data model based on various data sources, creating relationships, inserting custom fields and calculated fields, creating pivot tables based on the data model, and using the DAX language.

✓ Power Map
An add-in for visualizing data on maps. Built-in geolocation tool, loading custom maps, preparing data for maps, creating various types of data visualizations on maps and managing their elements, working with data at the country, province, and county levels (participants will receive specially prepared maps for their own use), saving maps in traditional format and as MP4 videos.

✓ Business application examples.
Case study-style assignments demonstrating the comprehensive use of the Business Intelligence tools learned in the course and the creation of reports in Excel.

✓ Analytical dashboards (creating management dashboards and entire applications in Excel).
The concept of dashboards and a discussion of how to design them for clarity, developing a comprehensive application design in Excel, creating fully automated reporting tools, demonstrating various forms of presenting results, creating user manuals and technical documentation, and evaluating tools developed by others, using examples of work posted on the website: https://labmasters.pl/aplikacje/.