Do more with your organization's data, using a program you know
You don't need to have advanced programming skills to learn how to use data for business
decision-making. If you are an intermediate Excel user, our short online courses will
show you how this workhorse of a program can be used for sophisticated analytics.
Through hands-on examples, you will learn about building dashboards, interactive decision
support, data visualization theory and applications, advanced charting, and predictive
analytics.
Master all of your data analytics needs with our four-workshop series, or just take
the courses you need. All classes offered synchronously online using the Zoom platform.
(See the technical requirements below.)
Workshops
Formulas are the backbone of working in Excel. Most people, however, don’t know how
to use these They may not know exactly what’s available to them. In this session, we’ll teach the Excel formulas every Excel user should know so that
they feel comfortable working in the Excel environment. We’ll review how they can
be prepared quickly to drive key decisions, and we’ll look at Excel’s new functions
including IFS, XLOOKUP, TEXTJOIN, and more. We’ll also demonstrate how named ranges
and Excel tables can make readable, transparent formulas.
By the end of the session you will understand:
When to use which function in a formula and why
How formulas can seamlessly drive how you present data
How to use formulas to create quick summaries of your data
How to stay organized with lots of formulas
And you will be able to...
Comfortably use formulas like SUMIFS and XLOOKUP
Join text together without using CONCATENATE and clicking on each cell
Looking up data in an instant
Pivot Tables are one of the most important features in Excel. They let you create
summaries and reports instantly. Excel’s new data model takes this a step further
by letting you connect Pivot Tables to create a mini database. This course will start with Pivot Table basics. We’ll go through a fool-proof way
of thinking about Pivot Tables that will allow you to build summaries across different
column fields from any dataset.
Once we know how to work with Pivot Tables we’ll about how to connect them. Ultimately,
we’ll use these connections to create an interactive Dashboard. By the end of the
webinar, attendees will walk away with a fully functional dashboard driven by Pivot
Tables.
By the end of the session you will understand:
Pivot Tables and Pivot Charts
Excel’s Data Model
Pivot Table Dashboards
And you will be able to...
Use Pivot Tables to generate summary data, reports, and dashboards in seconds
Create connections across data with the Excel Data Model
Visualize data across multiple tabs
Most Excel users still wrangle their data with hard-to-read formulas, copying and
pasting, and a myriad of steps they’ve perfected over the years to get the data just
right. What many don’t know is that Microsoft has taken a long hard look at this workflow
and created a technology to streamline it. Enter Power Query. Despite the name, Power
Query is not a very complicated tool. This class will create a sense of familiarity
with Power Query, ensuring students feel comfortable retrieving data from any source
and using Power Query to slice and dice it. Students will be taken through multiple
workflow examples that will bring together various features of Power Query. Rather
than a rote explanation of how Power Query works, this class will use demos and case
studies so that students learn as they go— like the experience they have every day
while sitting at their desks. In a world where we might feel overloaded by data, this
class teaches attendees how to properly manage data from many different sources and
prepare it for use.
By the end of the session you will understand:
How to use Power Query to connect to any data set to pull out the most important information
How to quickly wrangle a dataset with Power Query— reducing hours of work to a few
minutes of planning
How to identify bottlenecks where Power Query can save major effort and recover time
spent
And you will be able to...
Connect a data set of your choosing Move columns, adjust data types, and quickly wrangle
data Merge and join datasets from different data sources with Excel
Many people think Power BI is for advanced developers. In truth, Power BI was created
by combining the best features from Microsoft Excel, Access, SQL, and other related
technologies. Moreover, Power BI fills in the capability gaps that exist across these
technologies, streamlining the process from data to insights. In this session, we’ll
transition from what you know about these technologies and show you how Power BI solves
the same problems more efficiently. To give you a true understanding of what Power
BI can do, we’ll use Power Query to query data, Power BI’s data model to connect datasets,
and Power BI’s report view to create compelling dashboards and data visualizations.
By the end of the session you will understand:
How you can start using Power BI right away to build reports from data in your workplace
How Power BI can save you enormous time and effort
The importance of data visualization in storytelling – and how Power BI can help you
tell the right story
And you will be able to...
Easily connect multiple data sources into a relational data model
Identify where and how Power BI can be best used in your organization to solve pressing
data issues
Create multiple reports in Power BI to tell a story of your company’s performance
TECHNICAL REQUIREMENTS
Computer running Windows 8 or newer
Excel 2016/2019 or Excel for Office 365
Ability to download and save files
Internet access
Registration Information
Upcoming workshop:
Fall 2022 Dates to be announced
Workshop Cost: $199
Register for 4 or more workshops and receive a 10% discount.
*Please email
sbucce@stonybrook.edu for SBU, SB Hospital, and Veteran's internal pricing and discount codes.
INSTRUCTOR
Jordan Goldmeier | Chief Data Therapist
Jordan is an internationally recognized data scientist and visualization expert, author,
and speaker. He wrote
Dashboards for Exceland
Advanced Excel Essentials, and provides technical editing to articles on Excel development and data science.
He has consulted with and provided training for NATO Training Command, the Pentagon,
and Financial Times and the University of Cincinnati’s Center for Business Analytics.