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| excel fundamentals for data analysis: Using Excel for Business Analysis Danielle Stein Fairhurst, 2015-05-18 This is a guide to building financial models for business proposals, to evaluate opportunities, or to craft financial reports. It covers the principles and best practices of financial modelling, including the Excel tools, formulas, and functions to master, and the techniques and strategies necessary to eliminate errors. |
| excel fundamentals for data analysis: Microsoft Excel Data Analysis and Business Modeling (Office 2021 and Microsoft 365) Wayne Winston, 2021-12-17 Master business modeling and analysis techniques with Microsoft Excel and transform data into bottom-line results. Award-winning educator Wayne Winston's hands-on, scenario-focused guide helps you use today's Excel to ask the right questions and get accurate, actionable answers. More extensively updated than any previous edition, new coverage ranges from one-click data analysis to STOCKHISTORY, dynamic arrays to Power Query, and includes six new chapters. Practice with over 900 problems, many based on real challenges faced by working analysts. Solve real problems with Microsoft Excel—and build your competitive advantage Quickly transition from Excel basics to sophisticated analytics Use recent Power Query enhancements to connect, combine, and transform data sources more effectively Use the LAMBDA and LAMBDA helper functions to create Custom Functions without VBA Use New Data Types to import data including stock prices, weather, information on geographic areas, universities, movies, and music Build more sophisticated and compelling charts Use the new XLOOKUP function to revolutionize your lookup formulas Master new Dynamic Array formulas that allow you to sort and filter data with formulas and find all UNIQUE entries Illuminate insights from geographic and temporal data with 3D Maps Improve decision-making with probability, Bayes' theorem, and Monte Carlo simulation and scenarios Use Excel trend curves, multiple regression, and exponential smoothing for predictive analytics Use Data Model and Power Pivot to effectively build and use relational data sources inside an Excel workbook |
| excel fundamentals for data analysis: Excel 2016 Bible John Walkenbach, 2015-10-09 The complete guide to Excel 2016, from Mr. Spreadsheet himself Whether you are just starting out or an Excel novice, the Excel 2016 Bible is your comprehensive, go-to guide for all your Excel 2016 needs. Whether you use Excel at work or at home, you will be guided through the powerful new features and capabilities by expert author and Excel Guru John Walkenbach to take full advantage of what the updated version offers. Learn to incorporate templates, implement formulas, create pivot tables, analyze data, and much more. Navigate this powerful tool for business, home management, technical work, and much more with the only resource you need, Excel 2016 Bible. Create functional spreadsheets that work Master formulas, formatting, pivot tables, and more Get acquainted with Excel 2016's new features and tools Customize downloadable templates and worksheets Whether you need a walkthrough tutorial or an easy-to-navigate desk reference, the Excel 2016 Bible has you covered with complete coverage and clear expert guidance. |
| excel fundamentals for data analysis: Excel 2019 Bible Michael Alexander, Richard Kusleika, John Walkenbach, 2018-09-20 The complete guide to Excel 2019 Whether you are just starting out or an Excel novice, the Excel 2019 Bible is your comprehensive, go-to guide for all your Excel 2019 needs. Whether you use Excel at work or at home, you will be guided through the powerful new features and capabilities to take full advantage of what the updated version offers. Learn to incorporate templates, implement formulas, create pivot tables, analyze data, and much more. Navigate this powerful tool for business, home management, technical work, and much more with the only resource you need, Excel 2019 Bible. Create functional spreadsheets that work Master formulas, formatting, pivot tables, and more Get acquainted with Excel 2019's new features and tools Whether you need a walkthrough tutorial or an easy-to-navigate desk reference, the Excel 2019 Bible has you covered with complete coverage and clear expert guidance. |
| excel fundamentals for data analysis: Microsoft Excel 2019 Data Analysis and Business Modeling Wayne Winston, 2019-03-28 Master business modeling and analysis techniques with Microsoft Excel 2019 and Office 365 and transform data into bottom-line results. Written by award-winning educator Wayne Winston, this hands-on, scenario-focused guide helps you use Excel to ask the right questions and get accurate, actionable answers. New coverage ranges from Power Query/Get & Transform to Office 365 Geography and Stock data types. Practice with more than 800 problems, many based on actual challenges faced by working analysts. Solve real business problems with Excel—and build your competitive advantage: Quickly transition from Excel basics to sophisticated analytics Use PowerQuery or Get & Transform to connect, combine, and refine data sources Leverage Office 365’s new Geography and Stock data types and six new functions Illuminate insights from geographic and temporal data with 3D Maps Summarize data with pivot tables, descriptive statistics, histograms, and Pareto charts Use Excel trend curves, multiple regression, and exponential smoothing Delve into key financial, statistical, and time functions Master all of Excel’s great charts Quickly create forecasts from historical time-based data Use Solver to optimize product mix, logistics, work schedules, and investments—and even rate sports teams Run Monte Carlo simulations on stock prices and bidding models Learn about basic probability and Bayes’ Theorem Use the Data Model and Power Pivot to effectively build and use relational data sources inside an Excel workbook Automate repetitive analytics tasks by using macros |
| excel fundamentals for data analysis: Data Analysis Using Microsoft Excel Michael R. Middleton, 2004 Updated to take account of Office XP, this book provides Excel users with the ability to analyse data quickly. The book's organization parallels a standard course in business statistics. |
| excel fundamentals for data analysis: Excel Data Analysis Hector Guerrero, 2018-12-14 This book offers a comprehensive and readable introduction to modern business and data analytics. It is based on the use of Excel, a tool that virtually all students and professionals have access to. The explanations are focused on understanding the techniques and their proper application, and are supplemented by a wealth of in-chapter and end-of-chapter exercises. In addition to the general statistical methods, the book also includes Monte Carlo simulation and optimization. The second edition has been thoroughly revised: new topics, exercises and examples have been added, and the readability has been further improved. The book is primarily intended for students in business, economics and government, as well as professionals, who need a more rigorous introduction to business and data analytics – yet also need to learn the topic quickly and without overly academic explanations. |
| excel fundamentals for data analysis: Data Analysis Using SQL and Excel Gordon S. Linoff, 2010-09-16 Useful business analysis requires you to effectively transform data into actionable information. This book helps you use SQL and Excel to extract business information from relational databases and use that data to define business dimensions, store transactions about customers, produce results, and more. Each chapter explains when and why to perform a particular type of business analysis in order to obtain useful results, how to design and perform the analysis using SQL and Excel, and what the results should look like. |
| excel fundamentals for data analysis: Fundamentals of Forecasting Using Excel Kenneth D. Lawrence, Ronald K. Klimberg, Sheila M. Lawrence, 2009 Forecasting is an integral part of almost all business enterprises. This book provides readers with the tools to analyze their data, develop forecasting models and present the results in Excel. Progressing from data collection, data presentation, to a step-by-step development of the forecasting techniques, this essential text covers techniques that include but not limited to time series-moving average, exponential smoothing, trending, simple and multiple regression, and Box-Jenkins. And unlike other products of its kind that require either high-priced statistical software or Excel add-ins, this book does not require such software. It can be used both as a primary text and as a supplementary text. Highlights the use of Excel screen shots, data tables, and graphs. Features Full Scale Use of Excel in Forecasting without the Use of Specialized Forecast Packages Includes Excel templates. Emphasizes the practical application of forecasting. Provides coverage of Special Forecasting, including New Product Forecasting, Network Models Forecasting, Links to Input/Output Modeling, and Combination of Forecasting. |
| excel fundamentals for data analysis: Data Smart John W. Foreman, 2013-10-31 Data Science gets thrown around in the press like it'smagic. Major retailers are predicting everything from when theircustomers are pregnant to when they want a new pair of ChuckTaylors. It's a brave new world where seemingly meaningless datacan be transformed into valuable insight to drive smart businessdecisions. But how does one exactly do data science? Do you have to hireone of these priests of the dark arts, the data scientist, toextract this gold from your data? Nope. Data science is little more than using straight-forward steps toprocess raw data into actionable insight. And in DataSmart, author and data scientist John Foreman will show you howthat's done within the familiar environment of aspreadsheet. Why a spreadsheet? It's comfortable! You get to look at the dataevery step of the way, building confidence as you learn the tricksof the trade. Plus, spreadsheets are a vendor-neutral place tolearn data science without the hype. But don't let the Excel sheets fool you. This is a book forthose serious about learning the analytic techniques, the math andthe magic, behind big data. Each chapter will cover a different technique in aspreadsheet so you can follow along: Mathematical optimization, including non-linear programming andgenetic algorithms Clustering via k-means, spherical k-means, and graphmodularity Data mining in graphs, such as outlier detection Supervised AI through logistic regression, ensemble models, andbag-of-words models Forecasting, seasonal adjustments, and prediction intervalsthrough monte carlo simulation Moving from spreadsheets into the R programming language You get your hands dirty as you work alongside John through eachtechnique. But never fear, the topics are readily applicable andthe author laces humor throughout. You'll even learnwhat a dead squirrel has to do with optimization modeling, whichyou no doubt are dying to know. |
| excel fundamentals for data analysis: Beginning Excel, First Edition Barbara Lave, Diane Shingledecker, Julie Romey, Noreen Brown, Mary Schatz, 2020 This is the first edition of a textbook written for a community college introductory course in spreadsheets utilizing Microsoft Excel; second edition available: https://openoregon.pressbooks.pub/beginningexcel19/. While the figures shown utilize Excel 2016, the textbook was written to be applicable to other versions of Excel as well. The book introduces new users to the basics of spreadsheets and is appropriate for students in any major who have not used Excel before. |
| excel fundamentals for data analysis: Health Services Research and Analytics Using Excel Nalin Johri, PhD, MPH, 2020-02-01 Your all-in-one resource for quantitative, qualitative, and spatial analyses in Excel® using current real-world healthcare datasets. Health Services Research and Analytics Using Excel® is a practical resource for graduate and advanced undergraduate students in programs studying healthcare administration, public health, and social work as well as public health workers and healthcare managers entering or working in the field. This book provides one integrated, application-oriented resource for common quantitative, qualitative, and spatial analyses using only Excel. With an easy-to-follow presentation of qualitative and quantitative data, students can foster a balanced decision-making approach to financial data, patient statistical data and utilization information, population health data, and quality metrics while cultivating analytical skills that are necessary in a data-driven healthcare world. Whereas Excel is typically considered limited to quantitative application, this book expands into other Excel applications based on spatial analysis and data visualization represented through 3D Maps as well as text analysis using the free add-in in Excel. Chapters cover the important methods and statistical analysis tools that a practitioner will face when navigating and analyzing data in the public domain or from internal data collection at their health services organization. Topics covered include importing and working with data in Excel; identifying, categorizing, and presenting data; setting bounds and hypothesis testing; testing the mean; checking for patterns; data visualization and spatial analysis; interpreting variance; text analysis; and much more. A concise overview of research design also provides helpful background on how to gather and measure useful data prior to analyzing in Excel. Because Excel is the most common data analysis software used in the workplace setting, all case examples, exercises, and tutorials are provided with the latest updates to the Excel software from Office365 ProPlus® and newer versions, including all important “Add-ins” such as 3D Maps, MeaningCloud, and Power Pivots, among others. With numerous practice problems and over 100 step-by-step videos, Health Services Research and Analytics Using Excel® is an extremely practical tool for students and health service professionals who must know how to work with data, how to analyze it, and how to use it to improve outcomes unique to healthcare settings. Key Features: Provides a competency-based analytical approach to health services research using Excel Includes applications of spatial analysis and data visualization tools based on 3D Maps in Excel Lists select sources of useful national healthcare data with descriptions and website information Chapters contain case examples and practice problems unique to health services All figures and videos are applicable to Office365 ProPlus Excel and newer versions Contains over 100 step-by-step videos of Excel applications covered in the chapters and provides concise video tutorials demonstrating solutions to all end-of-chapter practice problems Robust Instructor ancillary package that includes Instructor’s Manual, PowerPoints, and Test Bank |
| excel fundamentals for data analysis: HBR Guide to Data Analytics Basics for Managers (HBR Guide Series) Harvard Business Review, 2018-03-13 Don't let a fear of numbers hold you back. Today's business environment brings with it an onslaught of data. Now more than ever, managers must know how to tease insight from data--to understand where the numbers come from, make sense of them, and use them to inform tough decisions. How do you get started? Whether you're working with data experts or running your own tests, you'll find answers in the HBR Guide to Data Analytics Basics for Managers. This book describes three key steps in the data analysis process, so you can get the information you need, study the data, and communicate your findings to others. You'll learn how to: Identify the metrics you need to measure Run experiments and A/B tests Ask the right questions of your data experts Understand statistical terms and concepts Create effective charts and visualizations Avoid common mistakes |
| excel fundamentals for data analysis: Slaying Excel Dragons MrExcel's Holy Macro! Books, Mike Girvin, 2024-09-26 A comprehensive guide to mastering Excel with shortcuts, data analysis, and advanced formulas. Perfect for all skill levels. Key Features Comprehensive coverage of Excel features and functions Practical examples and step-by-step instructions Focus on efficiency with keyboard shortcuts and advanced techniques Book DescriptionThis comprehensive guide is designed to elevate your Excel skills from beginner to advanced. Starting with the fundamentals, you'll learn how to navigate Excel's interface, use essential keyboard shortcuts, and manage data efficiently. As you progress, you'll dive into complex features like PivotTables, dynamic ranges, and advanced formatting, gaining the ability to handle intricate data tasks with ease. The guide also covers powerful formulas and functions, including VLOOKUP, INDEX/MATCH, and logical tests. These tools will empower you to automate calculations, perform detailed analyses, and streamline your workflow. Additionally, you'll explore Excel’s data analysis features, such as sorting, filtering, and creating dynamic charts, enabling you to present your data clearly and effectively. By the end of this book, you'll have a deep understanding of Excel's capabilities, equipped with the skills to tackle any spreadsheet challenge. Whether you're preparing for advanced data analysis or seeking to optimize your day-to-day tasks, this guide provides the knowledge and practical experience to make Excel work for you.What you will learn Master Excel's keyboard shortcuts Apply advanced formulas and functions Create and customize PivotTables Utilize data analysis features Format cells with conditional logic Create and edit complex charts Who this book is for This book is perfect for Excel users of all levels who want to improve their efficiency and data analysis skills. A basic understanding of Excel is recommended, but the book starts with foundational topics and builds to advanced features, making it accessible to beginners and valuable to advanced users alike. |
| excel fundamentals for data analysis: Microsoft Excel Pivot Table Data Crunching (Office 2021 and Microsoft 365) Bill Jelen, 2021-12-21 Use Microsoft 365 Excel and Excel 2021 pivot tables and pivot charts to produce powerful, dynamic reports in minutes: take control of your data and your business! Even if you've never created a pivot table before, this book will help you leverage all their flexibility and analytical power— including important recent improvements in Microsoft 365 Excel. Drawing on more than 30 years of cutting-edge Excel experience, MVP Bill Jelen (“MrExcel”) shares practical “recipes” for solving real business problems, expert insights for avoiding mistakes, and advanced tips and tricks you'll find nowhere else. By reading this book, you will: Master easy, powerful ways to create, customize, change, and control pivot tables Transform huge datasets into clear summary reports Instantly highlight your most profitable customers, products, or regions Use the data model and Power Query to quickly analyze disparate data sources Create powerful crosstab reports with new dynamic arrays and Power Query Build geographical pivot tables with 3D Maps Construct and share state-of-the-art dynamic dashboards Revamp analyses on the fly by dragging and dropping fi elds Build dynamic self-service reporting systems Share your pivot tables with colleagues Create data mashups using the full Power Pivot capabilities in modern Excel versions Generate pivot tables using either VBA on the Desktop or Typescript in Excel Online Save time and avoid formatting problems by adapting reports with GetPivotData Unpivot source data so it's easier to work with Use new Analyze Data artificial intelligence to create pivot tables |
| excel fundamentals for data analysis: Excel Basics to Blackbelt Elliot Bendoly, 2008-07-07 Excel Basics to Blackbelt is intended to serve as an accelerated guide to decision support designs. Its structure is designed to enhance the skills in Excel of those who have never used it for anything but possibly storing phone numbers, enabling them to reach a level of mastery that will allow them to develop user interfaces and automated applications. To accomplish this, the major theme of the text is 'the integration of the basic'; as a result readers will be able to develop decision support tools that are at once highly intuitive from a working-components perspective but also highly significant from the perspective of practical use and distribution. Applications integration discussed includes the use of MS MapPoint, XLStat and RISKOptimizer, as well as how to leverage Excel's iteration mode, web queries, visual basic code, and interface development. There are ample examples throughout the text. |
| excel fundamentals for data analysis: Guerilla Data Analysis Using Microsoft Excel Bill Jelen, 2002-09-30 This book includes step-by-step examples and case studies that teach users the many power tricks for analyzing data in Excel. These are tips honed by Bill Jelen, &“MrExcel,&” during his 10-year run as a financial analyst charged with taking mainframe data and turning it into useful information quickly. Topics include perfectly sorting with one click every time, matching lists of data, data consolidation, data subtotals, pivot tables, and much more. |
| excel fundamentals for data analysis: Advanced Excel Essentials Jordan Goldmeier, 2014-11-10 Advanced Excel Essentials is the only book for experienced Excel developers who want to channel their skills into building spreadsheet applications and dashboards. This book starts from the assumption that you are well-versed in Excel and builds on your skills to take them to an advanced level. It provides the building blocks of advanced development and then takes you through the development of your own advanced spreadsheet application. For the seasoned analyst, accountant, financial professional, management consultant, or engineer—this is the book you’ve been waiting for! Author Jordan Goldmeier builds on a foundation of industry best practices, bringing his own forward-thinking approach to Excel and rich real-world experience, to distill a unique blend of advanced essentials. Among other topics, he covers advanced formula concepts like array formulas and Boolean logic and provides insight into better code and formulas development. He supports that insight by showing you how to build correctly with hands-on examples. |
| excel fundamentals for data analysis: Business Statistics Using EXCEL and SPSS Nick Lee, Mike Peters, 2015-12-16 Takes the challenging and makes it understandable. The book contains useful advice on the application of statistics to a variety of contexts and shows how statistics can be used by managers in their work.′ - Dr Terri Byers, Assistant Professor, University Of New Brunswick, Canada A book about introductory quantitative analysis, the authors show both how and why quantitative analysis is useful in the context of business and management studies, encouraging readers to not only memorise the content but to apply learning to typical problems. Fully up-to-date with comprehensive coverage of IBM SPSS and Microsoft Excel software, the tailored examples illustrate how the programmes can be used, and include step-by-step figures and tables throughout. A range of ‘real world’ and fictional examples, including The Ballad of Eddie the Easily Distracted and Esha′s Story help bring the study of statistics alive. A number of in-text boxouts can be found throughout the book aimed at readers at varying levels of study and understanding Back to Basics for those struggling to understand, explain concepts in the most basic way possible - often relating to interesting or humorous examples Above and Beyond for those racing ahead and who want to be introduced to more interesting or advanced concepts that are a little bit outside of what they may need to know Think it over get students to stop, engage and reflect upon the different connections between topics A range of online resources including a set of data files and templates for the reader following in-text examples, downloadable worksheets and instructor materials, answers to in-text exercises and video content compliment the book. An ideal resource for undergraduates taking introductory statistics for business, or for anyone daunted by the prospect of tackling quantitative analysis for the first time. |
| excel fundamentals for data analysis: Data Visualization with Excel Dashboards and Reports Dick Kusleika, 2021-02-05 Large corporations like IBM and Oracle are using Excel dashboards and reports as a Business Intelligence tool, and many other smaller businesses are looking to these tools in order to cut costs for budgetary reasons. An effective analyst not only has to have the technical skills to use Excel in a productive manner but must be able to synthesize data into a story, and then present that story in the most impactful way. Microsoft shows its recognition of this with Excel. In Excel, there is a major focus on business intelligence and visualization. Data Visualization with Excel Dashboards and Reports fills the gap between handling data and synthesizing data into meaningful reports. This title will show readers how to think about their data in ways other than columns and rows. Most Excel books do a nice job discussing the individual functions and tools that can be used to create an Excel Report. Titles on Excel charts, Excel pivot tables, and other books that focus on Tips and Tricks are useful in their own right; however they don't hit the mark for most data analysts. The primary reason these titles miss the mark is they are too focused on the mechanical aspects of building a chart, creating a pivot table, or other functionality. They don't offer these topics in the broader picture by showing how to present and report data in the most effective way. What are the most meaningful ways to show trending? How do you show relationships in data? When is showing variances more valuable than showing actual data values? How do you deal with outliers? How do you bucket data in the most meaningful way? How do you show impossible amounts of data without inundating your audience? In Data Visualization with Excel Reports and Dashboards, readers will get answers to all of these questions. Part technical manual, part analytical guidebook; this title will help Excel users go from reporting data with simple tables full of dull numbers, to creating hi-impact reports and dashboards that will wow management both visually and substantively. This book offers a comprehensive review of a wide array of technical and analytical concepts that will help users create meaningful reports and dashboards. After reading this book, the reader will be able to: Analyze large amounts of data and report their data in a meaningful way Get better visibility into data from different perspectives Quickly slice data into various views on the fly Automate redundant reporting and analyses Create impressive dashboards and What-If analyses Understand the fundamentals of effective visualization Visualize performance comparisons Visualize changes and trends over time |
| excel fundamentals for data analysis: Microsoft Excel Fundamentals Rudy LeCorps, 2002 The material in this book covers everything needed to become proficient in Excel. In writing this guide, we have been very careful to make this tutorial a generic one, not based on any particular version of Excel. The information contained in this book covers the essence of Microsoft Excel. That is, the topics taught are valid for all versions of the application. We believe that it is in the interest of our readers to learn Excel and the topics that make up the fundamentals of the application as a Spreadsheet program. Version-specific features can always be learnt while using that particular version of the application. |
| excel fundamentals for data analysis: Basic Marketing Research Alvin C. Burns, Ronald F. Bush, 2004-07-01 For undergraduate Marketing Research courses. Best-selling authors Burns and Bush are proud to introduce Basic Marketing Research, the first textbook to utitlize EXCEL as a data analysis tool. Each copy includes XL Data Analyst(R), a user-friendly Excel add-in for data analysis. This book is also a first in that it's a streamlined paperback with an orientation that leans more toward how to use marketing research information to make decisions vs. how to be a provider of marketing research information. |
| excel fundamentals for data analysis: Excel Insights MrExcel's Holy Macro! Books, 24 Excel MVPs, 2024-10-01 Unlock the full potential of Excel with advanced tips and techniques covering everything from formulas to VBA. Key Features Advanced Excel features, from custom formatting to dynamic arrays Data analysis and visualization with Power Query and charts Detailed explanation of VBA for task automation and efficiency Book DescriptionDive into the world of advanced Excel techniques designed to elevate your data analysis skills. Start with mastering custom number formatting, efficient data entry, and powerful formulas like INDEX MATCH. Explore Excel's evolving features, including dynamic arrays and new data types, ensuring you stay at the forefront of the latest tools. The course then guides you through creating impactful charts for presentations and advanced filtering techniques. You’ll also discover the transformative power of Power Query, allowing you to manipulate and combine data with ease. With chapters on financial modeling and creative Excel model development, you’ll learn to solve complex problems and develop innovative solutions. Finally, the course introduces you to VBA, teaching you how to automate tasks and create custom worksheet functions, equipping you with the skills to enhance your workflows. By the end of the course, you’ll have a robust understanding of Excel's advanced features, empowering you to handle any data challenge with confidence and creativity.What you will learn Master custom number formatting Utilize INDEX MATCH effectively Create dynamic arrays Build advanced charts Automate with Power Query Develop VBA functions Who this book is for Ideal for intermediate to advanced Excel users, data analysts, and financial modelers. Readers should have a basic understanding of Excel. Prior experience with Excel formulas, charts, and data management is recommended. |
| excel fundamentals for data analysis: Mastering Power Query in Power BI and Excel Reza Rad, Leila Etaati, 2021-08-27 Any data analytics solution requires data population and preparation. With the rise of data analytics solutions these years, the need for this data preparation becomes even more essential. Power BI is a helpful data analytics tool that is used worldwide by many users. As a Power BI (or Microsoft BI) developer, it is essential to learn how to prepare the data in the right shape and format needed. You need to learn how to clean the data and build it in a structure that can be modeled easily and used high performant for visualization. Data preparation and transformation is the backend work. If you consider building a BI system as going to a restaurant and ordering food. The visualization is the food you see on the table nicely presented. The quality, the taste, and everything else come from the hard work in the kitchen. The part that you don’t see or the backend in the world of Power BI is Power Query. You may already be familiar with other data preparation and transformation technologies, such as T-SQL, SSIS, Azure Data Factory, Informatica, etc. Power Query is a data transformation engine capable of preparing the data in the format you need. The good news is that to learn Power Query; you don’t need to know programming. Power Query is for citizen data engineers. However, this doesn’t mean that Power Query is not capable of performing advanced transformation. Power Query exists in many Microsoft tools and services such as Power BI, Excel, Dataflows, Power Automate, Azure Data Factory, etc. Through the years, this engine became more powerful. These days, we can say this is essential learning for anyone who wants to do data analysis with Microsoft technology to learn Power Query and master it. We have been working with Power Query since the very early release of that in 2013, named Data Explorer, and wrote blog articles and published videos about it. The number of articles we published under this subject easily exceeds hundreds. Through those articles, some of the fundamentals and key learnings of Power Query are explained. We thought it is good to compile some of them in a book series. A good analytics solution combines a good data model, good data preparation, and good analytics and calculations. Reza has written another book about the Basics of modeling in Power BI and a book on Power BI DAX Simplified. This book is covering the data preparation and transformations aspects of it. This book series is for you if you are building a Power BI solution. Even if you are just visualizing the data, preparation and transformations are an essential part of analytics. You do need to have the cleaned and prepared data ready before visualizing it. This book is compiled into a series of two books, which will be followed by a third book later; Getting started with Power Query in Power BI and Excel (already available to be purchased separately) Mastering Power Query in Power BI and Excel (This book) Power Query dataflows (will be published later) This book deeps dive into real-world challenges of data transformation. It starts with combining data sources and continues with aggregations and fuzzy operations. The book covers advanced usage of Power Query in scenarios such as error handling and exception reports, custom functions and parameters, advanced analytics, and some helpful table and list functions. The book continues with some performance tuning tips and it also explains the Power Query formula language (M) and the structure of it and how to use it in practical solutions. Although this book is written for Power BI and all the examples are presented using the Power BI. However, the examples can be easily applied to Excel, Dataflows, and other tools and services using Power Query. |
| excel fundamentals for data analysis: Exam Ref 70-779 Analyzing and Visualizing Data by Using Microsoft Excel Chris Sorensen, 2018-04-28 Direct from Microsoft, this Exam Ref is the official study guide for the new Microsoft 70-779 Analyzing and Visualizing Data by Using Microsoft Excel certification exam. Exam Ref 70-779 Analyzing and Visualizing Data by Using Microsoft Excel offers professional-level preparation that helps candidates maximize their exam performance and sharpen their skills on the job. It focuses on the specific areas of expertise modern IT professionals need to successfully consume, transform, model, and visualize data with Excel 2016. Coverage includes: Importing data from external data sources Working with Power Query Designing and implementing transformations Applying business rules Cleansing data Creating performance KPIs And much more Microsoft Exam Ref publications stand apart from third-party study guides because they: Provide guidance from Microsoft, the creator of Microsoft certification exams Target IT professional-level exam candidates with content focused on their needs, not one-size-fits-all content Streamline study by organizing material according to the exam's objective domain (OD), covering one functional group and its objectives in each chapter Feature Thought Experiments to guide candidates through a set of what if? scenarios, and prepare them more effectively for Pro-level style exam questions Explore big picture thinking around the planning and design aspects of the IT pro's job role For more information on Exam 70-779 and the MCSA: BI Reporting credential, visit microsoft.com/learning. |
| excel fundamentals for data analysis: M Is for (Data) Monkey Ken Puls, Miguel Escobar, 2015-06-01 Power Query is one component of the Power BI (Business Intelligence) product from Microsoft, and M is the name of the programming language created by it. As more business intelligence pros begin using Power Pivot, they find that they do not have the Excel skills to clean the data in Excel; Power Query solves this problem. This book shows how to use the Power Query tool to get difficult data sets into both Excel and Power Pivot, and is solely devoted to Power Query dashboarding and reporting. |
| excel fundamentals for data analysis: Learn Data Mining Through Excel Hong Zhou, 2020-06-13 Use popular data mining techniques in Microsoft Excel to better understand machine learning methods. Software tools and programming language packages take data input and deliver data mining results directly, presenting no insight on working mechanics and creating a chasm between input and output. This is where Excel can help. Excel allows you to work with data in a transparent manner. When you open an Excel file, data is visible immediately and you can work with it directly. Intermediate results can be examined while you are conducting your mining task, offering a deeper understanding of how data is manipulated and results are obtained. These are critical aspects of the model construction process that are hidden in software tools and programming language packages. This book teaches you data mining through Excel. You will learn how Excel has an advantage in data mining when the data sets are not too large. It can give you a visual representation of data mining, building confidence in your results. You will go through every step manually, which offers not only an active learning experience, but teaches you how the mining process works and how to find the internal hidden patterns inside the data. What You Will Learn Comprehend data mining using a visual step-by-step approachBuild on a theoretical introduction of a data mining method, followed by an Excel implementationUnveil the mystery behind machine learning algorithms, making a complex topic accessible to everyoneBecome skilled in creative uses of Excel formulas and functionsObtain hands-on experience with data mining and Excel Who This Book Is For Anyone who is interested in learning data mining or machine learning, especially data science visual learners and people skilled in Excel, who would like to explore data science topics and/or expand their Excel skills. A basic or beginner level understanding of Excel is recommended. |
| excel fundamentals for data analysis: Excel 2019 Power Programming with VBA Michael Alexander, Dick Kusleika, 2019-04-24 Maximize your Excel experience with VBA Excel 2019 Power Programming with VBA is fully updated to cover all the latest tools and tricks of Excel 2019. Encompassing an analysis of Excel application development and a complete introduction to Visual Basic for Applications (VBA), this comprehensive book presents all of the techniques you need to develop both large and small Excel applications. Over 800 pages of tips, tricks, and best practices shed light on key topics, such as the Excel interface, file formats, enhanced interactivity with other Office applications, and improved collaboration features. Understanding how to leverage VBA to improve your Excel programming skills can enhance the quality of deliverables that you produce—and can help you take your career to the next level. Explore fully updated content that offers comprehensive coverage through over 900 pages of tips, tricks, and techniques Leverage templates and worksheets that put your new knowledge in action, and reinforce the skills introduced in the text Improve your capabilities regarding Excel programming with VBA, unlocking more of your potential in the office Excel 2019 Power Programming with VBA is a fundamental resource for intermediate to advanced users who want to polish their skills regarding spreadsheet applications using VBA. |
| excel fundamentals for data analysis: Introducing Microsoft Power BI Alberto Ferrari, Marco Russo, 2016-07-07 This is the eBook of the printed book and may not include any media, website access codes, or print supplements that may come packaged with the bound book. Introducing Microsoft Power BI enables you to evaluate when and how to use Power BI. Get inspired to improve business processes in your company by leveraging the available analytical and collaborative features of this environment. Be sure to watch for the publication of Alberto Ferrari and Marco Russo's upcoming retail book, Analyzing Data with Power BI and Power Pivot for Excel (ISBN 9781509302765). Go to the book's page at the Microsoft Press Store here for more details:http://aka.ms/analyzingdata/details. Learn more about Power BI at https://powerbi.microsoft.com/. |
| excel fundamentals for data analysis: Microsoft Business Intelligence Tools for Excel Analysts Michael Alexander, Jared Decker, Bernard Wehbe, 2014-05-05 Bridge the big data gap with Microsoft Business Intelligence Tools for Excel Analysts The distinction between departmental reporting done by business analysts with Excel and the enterprise reporting done by IT departments with SQL Server and SharePoint tools is more blurry now than ever before. With the introduction of robust new features like PowerPivot and Power View, it is essential for business analysts to get up to speed with big data tools that in the past have been reserved for IT professionals. Written by a team of Business Intelligence experts, Microsoft Business Intelligence Tools for Excel Analysts introduces business analysts to the rich toolset and reporting capabilities that can be leveraged to more effectively source and incorporate large datasets in their analytics while saving them time and simplifying the reporting process. Walks you step-by-step through important BI tools like PowerPivot, SQL Server, and SharePoint and shows you how to move data back and forth between these tools and Excel Shows you how to leverage relational databases, slice data into various views to gain different visibility perspectives, create eye-catching visualizations and dashboards, automate SQL Server data retrieval and integration, and publish dashboards and reports to the web Details how you can use SQL Server’s built-in functions to analyze large amounts of data, Excel pivot tables to access and report OLAP data, and PowerPivot to create powerful reporting mechanisms You’ll get on top of the Microsoft BI stack and all it can do to enhance Excel data analysis with this one-of-a-kind guide written for Excel analysts just like you. |
| excel fundamentals for data analysis: Data Literacy David Herzog, 2015-01-29 A practical, skill-based introduction to data analysis and literacy We are swimming in a world of data, and this handy guide will keep you afloat while you learn to make sense of it all. In Data Literacy: A User's Guide, David Herzog, a journalist with a decade of experience using data analysis to transform information into captivating storytelling, introduces students and professionals to the fundamentals of data literacy, a key skill in today’s world. Assuming the reader has no advanced knowledge of data analysis or statistics, this book shows how to create insight from publicly-available data through exercises using simple Excel functions. Extensively illustrated, step-by-step instructions within a concise, yet comprehensive, reference will help readers identify, obtain, evaluate, clean, analyze and visualize data. A concluding chapter introduces more sophisticated data analysis methods and tools including database managers such as Microsoft Access and MySQL and standalone statistical programs such as SPSS, SAS and R. |
| excel fundamentals for data analysis: The Definitive Guide to DAX Alberto Ferrari, Marco Russo, 2015-10-14 This comprehensive and authoritative guide will teach you the DAX language for business intelligence, data modeling, and analytics. Leading Microsoft BI consultants Marco Russo and Alberto Ferrari help you master everything from table functions through advanced code and model optimization. You’ll learn exactly what happens under the hood when you run a DAX expression, how DAX behaves differently from other languages, and how to use this knowledge to write fast, robust code. If you want to leverage all of DAX’s remarkable power and flexibility, this no-compromise “deep dive” is exactly what you need. Perform powerful data analysis with DAX for Microsoft SQL Server Analysis Services, Excel, and Power BI Master core DAX concepts, including calculated columns, measures, and error handling Understand evaluation contexts and the CALCULATE and CALCULATETABLE functions Perform time-based calculations: YTD, MTD, previous year, working days, and more Work with expanded tables, complex functions, and elaborate DAX expressions Perform calculations over hierarchies, including parent/child hierarchies Use DAX to express diverse and unusual relationships Measure DAX query performance with SQL Server Profiler and DAX Studio |
| excel fundamentals for data analysis: Financial Analysis with Microsoft Excel Timothy R. Mayes, Todd M. Shank, 1996 Start mastering the tool that finance professionals depend upon every day. FINANCIAL ANALYSIS WITH MICROSOFT EXCEL covers all the topics you'll see in a corporate finance course: financial statements, budgets, the Market Security Line, pro forma statements, cost of capital, equities, and debt. Plus, it's easy-to-read and full of study tools that will help you succeed in class. |
| excel fundamentals for data analysis: Excel 2016 For Dummies Greg Harvey, 2015-10-02 Excel 2016 For Dummies (9781119077015) is now being published as Excel 2016 For Dummies (9781119293439). While this version features an older Dummies cover and design, the content is the same as the new release and should not be considered a different product. Let your Excel skills sore to new heights with this bestselling guide Updated to reflect the latest changes to the Microsoft Office suite, this new edition of Excel For Dummies quickly and painlessly gets you up to speed on mastering the world's most widely used spreadsheet tool. Written by bestselling author Greg Harvey, it has been completely revised and updated to offer you the freshest and most current information to make using the latest version of Excel easy and stress-free. If the thought of looking at spreadsheet makes your head swell, you've come to the right place. Whether you've used older versions of this popular program or have never gotten a headache from looking at all those grids, this hands-on guide will get you up and running with the latest installment of the software, Microsoft Excel 2016. In no time, you'll begin creating and editing worksheets, formatting cells, entering formulas, creating and editing charts, inserting graphs, designing database forms, and more. Plus, you'll get easy-to-follow guidance on mastering more advanced skills, like adding hyperlinks to worksheets, saving worksheets as web pages, adding worksheet data to an existing web page, and so much more. Save spreadsheets in the Cloud to work on them anywhere Use Excel 2016 on a desktop, laptop, or tablet Share spreadsheets via email, online meetings, and social media sites Analyze data with PivotTables If you're new to Excel and want to spend more time on your actual work than figuring out how to make it work for you, this new edition of Excel 2016 For Dummies sets you up for success. |
| excel fundamentals for data analysis: Fundamentals of Data Analytics Prof. Dipanjan Kumar Dey, : Data analytics help a business optimize its performance, perform more efficiently, maximize profit, or make more strategically-guided decisions. The techniques and processes of data analytics have been automated into mechanical processes and algorithms that work over raw data for human consumption. Various approaches to data analytics include looking at what happened (descriptive analytics), why something happened (diagnostic analytics), what is going to happen (predictive analytics), or what should be done next (prescriptive analytics). Data analytics relies on a variety of software tools ranging from spreadsheets, data visualization, and reporting tools, data mining programs, or open-source languages for the greatest data manipulation. |
| excel fundamentals for data analysis: Storytelling with Data Cole Nussbaumer Knaflic, 2015-10-09 Don't simply show your data—tell a story with it! Storytelling with Data teaches you the fundamentals of data visualization and how to communicate effectively with data. You'll discover the power of storytelling and the way to make data a pivotal point in your story. The lessons in this illuminative text are grounded in theory, but made accessible through numerous real-world examples—ready for immediate application to your next graph or presentation. Storytelling is not an inherent skill, especially when it comes to data visualization, and the tools at our disposal don't make it any easier. This book demonstrates how to go beyond conventional tools to reach the root of your data, and how to use your data to create an engaging, informative, compelling story. Specifically, you'll learn how to: Understand the importance of context and audience Determine the appropriate type of graph for your situation Recognize and eliminate the clutter clouding your information Direct your audience's attention to the most important parts of your data Think like a designer and utilize concepts of design in data visualization Leverage the power of storytelling to help your message resonate with your audience Together, the lessons in this book will help you turn your data into high impact visual stories that stick with your audience. Rid your world of ineffective graphs, one exploding 3D pie chart at a time. There is a story in your data—Storytelling with Data will give you the skills and power to tell it! |
| excel fundamentals for data analysis: Excel Pivot Tables Mg Martin, 2019-06-24 Most organizations and businesses use Excel to perform data analysis. These organizations also use it for modeling. There are numerous features and add-ins that Excel offers which make it easier to perform data analysis and modeling. A Pivot Table is one such feature provided by Excel. You can analyze a million rows of data within a few clicks, show the required results, create a pivot chart or report, drag the necessary fields around and highlight the necessary information. It is imperative that people who use excel are well versed with using pivots. If you are looking to learn more about what a pivot table is and how you can use it for data analysis, you have come to the right place. Over the course of the book, you will learn more about what a Pivot Table: Insert A Pivot Table Drag Fields In A Pivot Sort Data In A Pivot Working With Tables Focus On Auditing The Data Refreshing The Pivot Accessing The Data Source Data Fields And many more.... If you have been looking forward to learning Excel Pivot Tables, grab a copy of this book today to help you begin your journey. What are you waiting for? |
| excel fundamentals for data analysis: Statistical Analysis with Excel For Dummies Joseph Schmuller, 2013-03-14 Take the mystery out of statistical terms and put Excel to work! If you need to create and interpret statistics in business or classroom settings, this easy-to-use guide is just what you need. It shows you how to use Excel's powerful tools for statistical analysis, even if you've never taken a course in statistics. Learn the meaning of terms like mean and median, margin of error, standard deviation, and permutations, and discover how to interpret the statistics of everyday life. You'll learn to use Excel formulas, charts, PivotTables, and other tools to make sense of everything from sports stats to medical correlations. Statistics have a reputation for being challenging and math-intensive; this friendly guide makes statistical analysis with Excel easy to understand Explains how to use Excel to crunch numbers and interpret the statistics of everyday life: sales figures, gambling odds, sports stats, a grading curve, and much more Covers formulas and functions, charts and PivotTables, samples and normal distributions, probabilities and related distributions, trends, and correlations Clarifies statistical terms such as median vs. mean, margin of error, standard deviation, correlations, and permutations Statistical Analysis with Excel For Dummies, 3rd Edition helps you make sense of statistics and use Excel's statistical analysis tools in your daily life. |
| excel fundamentals for data analysis: Data Analysis & Decision Making with Microsoft Excel Samuel Christian Albright, Wayne L. Winston, Christopher J. Zappe, 2009 Master data analysis, modeling, and spreadsheet use with DATA ANALYSIS AND DECISION MAKING WITH MICROSOFT EXCEL! With a teach-by-example approach, student-friendly writing style, and complete Excel integration, this quantitative methods text provides you with the tools you need to succeed. Margin notes, boxed-in definitions and formulas in the text, enhanced explanations in the text itself, and stated objectives for the examples found throughout the text make studying easy. Problem sets and cases provide realistic examples that enable you to see the relevance of the material to your future as a business leader. The CD-ROMs packaged with every new book include the following add-ins: the Palisade Decision Tools Suite (@RISK, StatTools, PrecisionTree, TopRank, and RISKOptimizer); and SolverTable, which allows you to do sensitivity analysis. All of these add-ins have been revised for Excel 2007. |
| excel fundamentals for data analysis: Data Analytics for Beginners Paul Kinley, 2016-11-03 DATA ANALYTICS FOR BEGINNER: IN ORDER TO SUCEED IN TODAYS'Ss FAST PACE BUSINESS ENVIRONEMNT, YOU NEED TO MASTER DATA ANALYTICS. Data Analytics is the most powerful tool to analyze today's business environment and to predict future developments. Is it not the dream of every business owner to know exactly what the customer will buy in 6 months or what the new product hype will look like in your OWN industry? Data Analytics is the tool that will bring you answers to these questions. Here's why Data Analytics for Beginners will bring your business to a complete new level: How you can use data analytics to improve your business How to plan data analysis to know exactly what your target group wants How to implement descriptive analysis You will learn the exact techniques that are required to master Data Analytics Our customer's feedback I am the owner of a home supplies shop with 15 employees and this book improved the sales by 18,5% during the last 3 months. Richard S., Boston. Data Analytics for Beginners was a eye opener for me and my business. With this book I research all of my products on sale and my skills about the market I am in enhanced drastically. I can recommend this book to everyone that is planning to improve the business. Anamda R., Sacramento. During my IT studies this book supported me a lot with anaylsis about future business trends. This book has a easy to understand writing style without any expert language. In other words: every beginner can work with this book right away.Thomas E., Baltimore. Here's what you will get Planning a Study Surveys Experiments Gathering Data How to select useful samples Avoiding Bias in Data Sets Descriptive Analysis Mean Median Mode Variance Standard Deviation Coefficient of Variation Pie Charts How to create Pie Charts in Excel Bar Graphs How to Create Bar Charts in Excel Time Charts and Line Charts How to create a time chart in excel How to create a line chart in excel Histograms How to create a histogram in Excel Scatter Plots How to create a Scatter Chart in Excel Business Intelligence Data Analytics in Business and Industry |
What does the "@" symbol mean in Excel formula (outside a table)
Oct 24, 2021 · Excel has recently introduced a huge feature called Dynamic arrays. And along with that, Excel also started to make a " substantial upgrade " to their formula language. One …
excel - How to show current user name in a cell? - Stack Overflow
if you don't want to create a UDF in VBA or you can't, this could be an alternative. =Cell("Filename",A1) this will give you the full file name, and from this you could get the user …
How to represent a DateTime in Excel - Stack Overflow
The underlying data type of a datetime in Excel is a 64-bit floating point number where the length of a day equals 1 and 1st Jan 1900 00:00 equals 1. So 11th June 2009 17:30 is about …
excel - Check whether a cell contains a substring - Stack Overflow
Sep 4, 2013 · Is there an in-built function to check if a cell contains a given character/substring? It would mean you can apply textual functions like Left/Right/Mid on a conditional basis without …
How to keep one variable constant with other one changing with …
The $ tells excel not to adjust that address while pasting the formula into new cells. Since you are dragging across rows, you really only need to freeze the row part: =(B0+4)/A$0
Excel: Searching for multiple terms in a cell - Stack Overflow
Feb 11, 2013 · In addition to the answer of @teylyn, I would like to add that you can put the string of multiple search terms inside a SINGLE cell (as opposed to using a different cell for each …
How to freeze the =today() function once data has been entered
Aug 2, 2015 · Excel's default format handling doesn't know to format this as date - so you would need to do this separately. More work than Ctrl + ; , but there might be some other use-cases …
excel - Return values from the row above to the current row
Jun 15, 2012 · To solve this problem in Excel, usually I would just type in the literal row number of the cell above, e.g., if I'm typing in Cell A7, I would use the formula =A6. Then if I copied that …
Assign a value to a cell depending on content of another cell
Jan 16, 2020 · I am trying to use the IF function to assign a value to a cell depending on another cells value So, if the value in column 'E' is 1, then the value in column G should be the same …
excel - Remove leading or trailing spaces in an entire column of …
Mar 6, 2012 · I've found that the best (and easiest) way to delete leading, trailing (and excessive) spaces in Excel is to use a third-party plugin. I've been using ASAP Utilities for Excel and it …
What does the "@" symbol mean in Excel formula (outside a table)
Oct 24, 2021 · Excel has recently introduced a huge feature called Dynamic arrays. And along with that, Excel also started to make a " substantial upgrade " to their formula …
excel - How to show current user name in a cell? - Stack Overflow
if you don't want to create a UDF in VBA or you can't, this could be an alternative. =Cell("Filename",A1) this will give you the full file name, and from this you could get the …
How to represent a DateTime in Excel - Stack Overflow
The underlying data type of a datetime in Excel is a 64-bit floating point number where the length of a day equals 1 and 1st Jan 1900 00:00 equals 1. So 11th June 2009 17:30 is …
excel - Check whether a cell contains a substring - Stack Overflow
Sep 4, 2013 · Is there an in-built function to check if a cell contains a given character/substring? It would mean you can apply textual functions like Left/Right/Mid …
How to keep one variable constant with other one changing with row …
The $ tells excel not to adjust that address while pasting the formula into new cells. Since you are dragging across rows, you really only need to freeze the row part: …
