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Module 1

Data Analysis in Excel


Module Overview

• Classic Data Analysis with Excel


• Excel PivotTables
• Limitations of Classic Data Analysis
Lesson 1: Classic Data Analysis with Excel

• Introducing Excel Data Analysis


• Using Excel with Microsoft SQL Server
• Demonstration: Connecting Excel to SQL Server
• Limitations of Excel Ranges and Tables
Introducing Excel Data Analysis

• Importing Data

• Analyzing Data

• Summarizing and Displaying Data


Using Excel with Microsoft SQL Server

• Get and Transform


• Connecting to SQL Server
• SQL Server Instances

ContosoDB
\SalesInstance
,1477
Demonstration: Connecting Excel to SQL Server

In this demonstration, you will see how to:


• Connect Excel to SQL Server to import data into a
table
Limitations of Excel Ranges and Tables

• Excel tables add functionality not available in


ranges
• Excel tables have limited data analysis capabilities
Lesson 2: Excel PivotTables

• Excel PivotTables
• Demonstration: Creating a Simple PivotTable
• Excel PivotCharts
Excel PivotTables

• Data Sources • Values


• Columns • Filters
• Rows • Slicers
Demonstration: Creating a Simple PivotTable

In this demonstration, you will see how to:


• Create a PivotTable to summarize information
imported from a database
Excel PivotCharts

• Axes
• Filters
• Sorting Controls
• Slicers
Lesson 3: Limitations of Classic Data Analysis

• Combining Data
• Obtaining and Processing Data
Combining Data
Obtaining and Processing Data

• Scalability
• 1 million row limit
• VLOOKUP() delays

• Data Sources
• Social Media
• Business Systems

• Processing Data
• Macros
• Transact-SQL Queries
Lab: Building a Classic Excel Dashboard

• Exercise 1: Formatting Data


• Exercise 2: Building PivotTables
• Exercise 3: Adding PivotCharts and a Slicer

Logon Information
Virtual machine: 20779B-MIA-CLI
User name: Student
Password: Pa55w.rd

Estimated Time: 40 minutes


Lab Scenario

You have been given a spreadsheet containing


data exported from a sales database. The data is
in its raw form as it appears in the tables of the
original database—neither modification nor
summarization has been applied. You have been
asked to create a dashboard from the data that
can be used to analyze sales trends.
Lab Review

• In Exercise 1, you merged columns from the


SalesOrderHeaders, Customers, and Addresses
tables into the SalesItems table. What is the total
number of calls to the VLOOKUP() function made
in the completed SalesItems table?
• The original database includes a table named
Product. This table uses the ProductID as a
primary key and has a column called “Name”. How
could you enable users to select a product name
in the slicer instead of a product ID?
Module Review and Takeaways

• Review Question(s)