This course is designed to help participants harness the power of Excel and Power BI for data-driven decision making in the capital market. The course focuses on developing dashboards, automating processes with Macros, and extracting insights from large datasets using Pivot Tables and Power BI. Participants will learn essential data cleaning, sorting, and preparation techniques to structure raw data for analysis. They will also design dynamic dashboards that summarize key metrics for strategic decisionmaking. By integrating Excel's analytical capabilities with Power BI’s visual tools, learners will be equipped to turn raw data into actionable business intelligence.
Upon completion of the course, participants will be able to:
- Clean, sort, and prepare raw data for analysis using Excel tools.
- Build and automate Pivot Tables for summarizing and analyzing large datasets. • Design dynamic dashboards in Excel using charts, slicers, and formatting tools.
- Use Macros for automating repetitive data tasks and reporting.
- Connect, transform, and visualize data using Power BI.
- Integrate Excel and Power BI tools to support business decisions.
- Improve analytical efficiency and reporting clarity through interactive dashboards.
Module 1: Data Preparation and Pivot Table Analysis Topics
- Understanding data types and sources.
- Data cleaning: removing duplicates, fixing formats, and handling blanks.
- Sorting, filtering, and preparing data for Pivot analysis.
- Introduction to Pivot Tables and summary functions.
Content Details
- Explore Excel tools for preparing clean, analysis-ready data.
- Build basic Pivot Tables to summarize and slice data.
- Use filters, value fields, and calculated fields.
- Identify key trends and metrics for dashboard creation.
Module 2: Interactive Dashboard Development and Automation Using Macros Topics
- Creating interactive dashboards using charts, Pivot Charts, and slicers.
- Use of conditional formatting, drop-downs, and formulas.
- Introduction to Macros and basic VBA for automation.
- Linking dashboards to data models.
Content Details
- Design dynamic visual dashboards for reporting.
- Learn to automate repetitive tasks using Macros.
- Understand the logic of VBA-driven automation.
- Customize dashboard elements for audience needs.
Module 3: Data Analysis and Dashboard Development Using Power BI Topics
- Getting started with Power BI Desktop.
- Data import, transformation, and modeling in Power BI.
- Designing Power BI dashboards and visuals.
- Comparing Excel vs. Power BI dashboards for decision-making.
Content Details
- Load and shape data in Power BI.
- Build interactive visuals: bar, pie, slicer, and KPI cards.
- Create relationships between tables for integrated views.
- Publish and share dashboards for collaboration and business decision-making
