Course curriculum
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1
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Introduction to the Analyst Programme
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Housekeeping
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Simplicity
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2
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Mindset 1 - Execution is everything
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Mindset 2 -Quick Wins
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Mindset 3 -Dopamine will be the death of your Career
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Mindset 4 -What about other tools
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Mindset 5 -Strip Malls vs Skyscrapers
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Mindset 6 - 80:20 Principle & The Paradox of Choice
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Mindset 7 -How to use Excel as a Professional
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Mindset 8 -One off Analysis vs Modelling
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Mindset 9 - Performance of Excel Files
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Mindset 10 - Analyst Empathy
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Mindset 11 - Educate don't overwhelm
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Mindset 12 - Metrics Vs KPIs
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Mindset 13 - It's all about MI
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Mindset 14 - MI Options with Excel
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Mindset 15 - Analyst Toolset
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Mindset 16 - Why do analyst roles exist
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Mindset 17 - My Career trajectory is useful to understand
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Mindset 18 - Beware of Beautiful Dashboards
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3
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Introduction to the Beginner to Intermediate Excel Section
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1. Intro to Excel, Saving and File Types
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2. Excel Sheet and Book structure
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3. Orientation to the Ribbon
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4. Entering Information
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5. Moving and selecting without the mouse
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6. Basic Formatting
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7. Dragging and Autofill
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8. Flash Fill
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9. Copy Paste Cut
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10. Clear Cells
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11. Deleting and Inserting
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12. Date Formats are crucial
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13. Page and Print Set Up
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14. Worksheet Functionality
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15. Borders - Advanced
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16. Formula Basics
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17. Charts - Line
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18. Charts - Pie Chart
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19. Charts - Bar Chart
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20. Data Analysis - Sort
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21. Data Analysis - Autofilter
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22. Text Analysis
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23. Conditional Formatting
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24. Custom (Advanced) Data Formatting
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25. Data Validation
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Exercise Explanation
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Week 1 Exercises and Tiny Project
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4
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Introduction to Finding Information
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1. Absolute and Relative References
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2. Vlookup Introduction
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3. Vlookup - define the range
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4. Vlookup Variable input
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5. Vlookup -Automate Columns
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6. Vlookup -Common Errors
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7. Vlookup - Suppressing Errors
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8. Index and Match
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9. Limits and Rank Formulas to Find Information
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10. Named Ranges
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11. Long Boring Lists are key
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12. Long Boring Lists - Monthly Data
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13. Finding Information - Mini Lookup Dashboard 1
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14. Finding Information - Mini Lookup Dashboard 2 (Exercise)
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15. Exercises Part 1
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Week 2 - Exercises Part 1 - Finding Information
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Week 2 - Part 2 - 16. Building Logic with IF
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17. Modelling software bug testing with IF
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18. Extending our Logical Inputs with AND OR
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19. The Logic behind measuring changes
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20. Working with Text
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21. Text Formulas - PROPER, TRIM and CLEAN
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22. Text Formulas - LEN
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23. Text Formulas - LEFT
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24. Text Formulas - RIGHT
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25. Text Formulas - MID
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26. Text Formulas - SEARCH
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27. Text Formulas - Extracting Names
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28. Advanced Text Analysis
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29. Combining Lookups, Logic and Text - The Resource Model
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30. The XLOOKUP is superior to VLOOKUP but…
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31. Dynamic Array Function - SORT
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32. Dynamic Array Function - FILTER
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33. Dynamic Array Function - Combining SORT, FILTER with UNIQUE
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Week 2 - Part 2 - Exercises Lookup Logic
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Week 2 - Part 2 - Exercise Explanations - XLOOKUP
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Week 2 - Part 2 - Exercise - XLOOKUP
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Week 2 - Part 2 - Exercise Explanations - Filter
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Week 2 - Part 2 - Exercise - Filter
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5
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Introduction to Summarising Information
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1. Introduction to Counting
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2. The COUNTIF for conditional counting
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3. COUNTIF and UNIQUE are a brilliant combination
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4. COUNTIFS for more criteria
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5. Deduplication with COUNTIF
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6. Introduction to Summing
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7. SUBTOTAL Use cases
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8. SUMIF and COUNTIF to summarise for Senior managers
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9. Summarising with Dynamic Pie Charts
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10. Treemaps have their place
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11. Using Combination charts to generate Analytical discussion
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12. Investigating Anomalies with Time Series Analysis
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13. Advanced Conditional Formatting - Using Formulas
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14. Creating Dynamic Borders with Conditional Formatting
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15. Dynamic Multiple Criteria Pie Charts
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Week 3 - Exercise Part 1 - Explanation
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Week 3 - Exercise Part 1 - Summarising Information
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Before we begin Pivot Tables...
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Introduction To Pivot Tables Course
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Workbook for Module 1 - Introduction and Data Preparation
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1. Introduction to Pivot Tables
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2. Pivot Cache
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3. Altering the Data Source
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4. Unpivot Data To A Long Boring List
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5. Moving Row And Column
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6. Expand And Collapse Field
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Workbook for Module 2 - Layout and Formats
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7. Format Error and Empty cells
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8. Change The Layout Of Your Pivot Table
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9. Place Pivot Table
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10. Pivot Table Styles
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11. Format Content In Pivot
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Module 3 Workbook - Core Pivot Table Analysis
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12. Summarise Value By
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13. Multiple Subtotal
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14. Percentage Of Column Total
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15. Difference From Value As Percentage
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16. Double Click For Detail
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17. Running Total
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18. Grouping Year Month Quarter
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19. Sorting
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Workbook for Module 4 - Filters and Slicers
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20. Filtering - Part 1
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21. Filtering - Part 2
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22. Slicer - Insert Style Property
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23. One Slicer Connected To Multiple Pivots
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24. Timeline Slicer
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Workbook for Module 5 - Advanced Analysis
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25. Calculated Field
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26. Link Multiple Tables Into One Pivot - Part 1
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27. Link Multiple Tables Into One Pivot - Part 2
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28. Calculated Field With IF Statement
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Module 6 Workbook - Visuals and Reports
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29. Conditional Formatting In Pivot - Part 1
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30. Conditional Formatting In Pivot - Part 2
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31. Pivotcharts Part 1
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32. Pivotcharts Part 2 - Linking And Slicers
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33. Pivotcharts Part 3 - Formatting
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34. Dashboard 1 - What We Will Build
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35. Dashboard 2 - Our Dataset
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36. Dashboard 3 - Pie Chart
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37. Dashboard 4 - Line Chart
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38. Dashboard 5 - Bar Chart
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39. Dashboard 6 - Map Chart
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40. Dashboard 7 - Putting It All Together
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Week 3 - Part 2 - Exercise Explanation
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Week 3 - Part 2 - Exercise Pivot Tables
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A note about Power Query
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Note regarding Power Query course materials
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Power Query Module 1 materials
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1. Introduction to Power Query
FREE PREVIEW -
2. Getting Familiar with the Power Query Editor
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3. First Data Clean Up for a Pivot Table
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4. Tweaking our Query Until the Data is Correct
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5. Rounding Data
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6. Altering Data Types
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7. Filtering Out Data Before We Load It
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8. Advanced Calculated Columns
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9. Grouping Columns
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10. Using Columns From Examples
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6
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Introduction to Week 4 - Part 1
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The Two Types of Visual Analysis
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Introduction to the Supply Chain Dashboard
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Supply Chain Dashboard exercise File
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1. Supply Chain Dashboard 1
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2. Supply Chain Dashboard 2
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3. Supply Chain Dashboard 3
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4. Supply Chain Dashboard 4
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5. Supply Chain Dashboard 5
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Week 4 Comparison Exercises
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1. Introduction to Dials
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2. Dial - Initial build
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3. Dial - Handling the delta
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4. Dial - Labels
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5. Dials - Bring it to life
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1. Cluster Bar Comparison 1 - Introduction
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2. Cluster Bar Comparison 2 - Basic Chart
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3. The important art of making fake data
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4. Cluster Bar Comparison 3 - Bringing to life
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5. Cluster Bar Comparison 3 - Target Line
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Week 4 Resource Analysis Exercise
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1. Resource Analysis 1 - Using Networkdays
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2. Resource Analysis 2 - Dynamic Charting
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3. Resource Analysis 3 - Comparison -Actual vs Forecast
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4. Resource Analysis 4 - Composition
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Week 4 Part 2 - 1. Dashboard Design Principles - Fundamentals
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2. Dashboard Design Principles - Colour Blindness Considerations
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3. Dashboard Design Principles - Dimensions
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4. Dashboard Design Principles - Qualitative vs Quantitative Data
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5. Dashboard Design Principles - Excel vs Power BI
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6. Dashboard Design Principles - Project Management
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7. The Camera Tool is useful for Dashboarding
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8. Project Management 1 - Exercise Explained
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9. Project Management 2 - Planning with a Wireframe
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10. Project Management 3 - Core Dataset Trend
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11. Project Management 4 - Using FILTER to view our core data
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12. Project Management 5 - Enhancing Title with the Camera Tool
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13. Project Management 6 - Multidimensional Gannt Chart Build
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14. Project Management 7 - Optimising the Gannt chart for the front page
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15. Project Management 8 - Using a Dial for overall progress
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16. Project Management 9 - Placing visuals on the front page
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17. Project Management 10 - Closing remarks (Updating the data)
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Week 4 Part 2 - Project Management Exercise 1
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Bling Leatherwearz Dashboard Exercise 2 Explanation
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Week 4 Part 2 - BGL Dashboard Exercise 2
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Health For Initiative Dashboard Exercise 3 Explanation
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Week 4 Part 2 HFI Dashboard Exercise 3
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7
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Week 5 Introduction
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Week 5 - Part 1 -Exercises to follow along to
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1. Getting started with the VBA Editor
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1b. Subs and Comments
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Object Based Programming
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2. Ranges and Cells
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3. Copy and Paste
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4. Fonts and Colour
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5. Multiple Lines and Step Through
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6. Clearing Cells
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7. Skipping lines of code
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8. Column Width
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9. Building Logic with the IF statement
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10. Building Logic with SELECT CASE
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11a. The Importance of Loops
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11b. Introduction to Automation
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12. Looping and selecting ranges
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13. Maneouvering and Macros
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14. Variables and Constants
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15. Detecting Range is CRUCIAL
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16. Your first piece of Automation
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17. Writing formulas vs VBA in modern Excel
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18. Macro file format
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19. Developer Tab and Macro Security
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20. Modules, Macros and Relative References
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21. Your first Button
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22. Charting by Macros
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23. When Macros go wrong
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24. The importance of Error handling
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25. A second counter to level up our Automation
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26. Using End With makes us better coders
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27. Automating Autofilters
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28. Automating Formulas
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29. Week 5 - Part 1 - Tasks and [Optional] Mini Projects Exercise Explanation Video
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30. Week 5 - Part 1 - Tasks and [Optional] Mini Projects Exercise File
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Week 5 Part 2 - 5 Levels of Looping Exercise File
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5 Levels of Looping Part 1
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5 Levels of Looping Part 2
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5 Levels of Looping Part 3
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5 Levels of Looping Part 4
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5 Levels of Looping Part 5
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1. Introduction to Gathering Information
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2. The Data and Template
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3. Understanding the process for the code
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4. Replicate the template
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5. Find the start point in the dataset
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6. Populate the template
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7. Save a version of the populated template
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8. Make a unique list of template names
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9. Put it all together and produce the templates
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10a) Mini Project 1 Explanation
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10b. Mini Project 1 Exercise File
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11. Why we connect to PowerPoint
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12. Introduction to the PowerPoint Object Model
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13. Programming in PowerPoint 1
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14. Programming in PowerPoint 2 - Shapes
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15. Programming in PowerPoint 3 - Tables
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16. Opening PowerPoint from Excel
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17. Pasting an Excel range as an Image in PowerPoint
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18a) Mini Project 2 Explanation
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18b) Mini Project 2 FIle
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Excel Course Outro - Congratulations on making it to the end!
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8
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1. Power BI SQL Dataset files
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9
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1. Why Learn Power BI, Your Instructor
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2. What is Power BI
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3. Why should you learn Power BI
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4. Power BI in the Modern Data Analysis Stack
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10
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0.1 Intro to Power BI Original
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0.2 Basic Power BI Block Intro
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1. Setting up PBI
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2. PBI Desktop Log In _ Dataset Exploration
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3. Importing Production Inventory _ Power Query Transformations
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4. Power BI Dashboard Inspiration
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5. Power BI Table Visual _ Slicer
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6. Adding More Data, PQ Transformations _ Data Model
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7. Card Visuals, Pie Charts
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8. An Overview of Power BI Report Filters
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9. More Power Query Transformations, Custom Columns and Data Modelling
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10. An Overview of Star Schema Data Modelling
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11. Principles of Data Visualization
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12. The Basic Bar Chart
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13. Line Chart, Treemap, Visual Classes
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14. Drill Down, Drill Through Visuals
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15. Table Visual vs Matrix Visual
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16. Filters Deep Dive
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17. Edit Visual Interactions
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18. Building a Pop Out Slicer Pane with Bookmarks and Selection Pane
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19. Knowledge Check- Power BI Basics
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11
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0.1 Intro to Power BI- Basic Dashboard Build
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1. Basic Dashboard Build- Design _ Table
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2. Basic Dashboard Build- Slicers _ Interactive Card
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3. Basic Dashboard Build- Design, Grouping, Buttons, Finalise
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4. Publishing your Basic Dashboard
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5. Basic Dashboard Challenge Brief
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12
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0.1 Intermediate Power BI Demo Dashboard
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1. Exploring our Intermediate Data Model
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2. What is DAX- Documentation Overview
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3. Practical DAX Intro- Measures, Calculated Columns
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4. Create a Dimensional Date Table
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5. Building our Dax Date Table
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6. Commenting our Dax Code
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6.5 DAX Calculated Column- Nested IF Statements, Currency
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7. DAX Time Intelligence- SAMEPERIODLASTYEAR _ Variance _ Conditional Formatting
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8. Adding our first Time Intelligence Measures to Graphic Visuals
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9. PREVIOUSDAY _ PREVIOUSMONTH DAX Functions
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10. Dynamic Visual Titles using DAX
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10.5 Calculate in DAX- Explanatory Video
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10.75 Calculate DAX Measures Demo
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11. Field Parameters Demo
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12. Conditionally Formatting Bar Chart Column Colour by Rules _ DAX
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13. Custom Visuals Deep Dive
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14. Explaining Append vs Merge
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15. Practical Append, Merge, Grouping _ Summary Tables
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16. Extracting Text Strings in Power Query with GUI _ M Code
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17. Indexing Partitions with Power Query
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18. The Advanced Editor in Power Query
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19. Power Query Tips Demo
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20. 3 Power Query Tips from the Real World
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21. Intermediate to Advanced Knowledge Check
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13
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0.1 Power BI Final Report
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0.2 Icons and Images to download for your Final Project
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1. Final Challenge Brief Part 1
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2. Design Tips- Flat Icons
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3. Navigation Page Build
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4. Overview Page Build
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5. Details Dashboard Page Build
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6. Info Dashboard Page Build
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7. Final Challenge Brief Part 2
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8. Final Congratulations- Course Completion
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14
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1. Additional Resources
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15
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1. About Your Instructor
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2. What is SQL
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3. What is SQL Server
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16
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1. Getting Started with SQL Server Brief
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2. Downloading SQL Server & SSMS
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3. Downloading and Importing the AdventureWorks Sample Database in SQL Server
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4. Navigating SSMS
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17
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0.5 SQL Fundamentals Brief
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1. The SELECT Statement
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2. Select Distinct Statement
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3. Filtering with the WHERE Clause
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4. Ordering Results with the ORDER BY Clause
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5. Sampling Data with the SELECT TOP Clause
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6. FIltering out NULL Values
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7. Commenting SQL Code
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8. Concatenating Strings
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8.5 Essential String Functions
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9. Mathematical Operators
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10. Conditional Logic with the Case Expression
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11. Aggregation Functions
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12. Grouping Aggregation Functions with GROUP BY
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13. An Introduction to Subqueries
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14. Creating Tables, Inserting & Updating Data
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15. SQL Joins Explanation with Venn Diagrams
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16. Practical Join Demonstration
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18
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1. Basic Challenge Question 1
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1.5. Basic Challenge Answer 1
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2. Basic Challenge Question 2
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2.5. Basic Challenge Answer 2
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3. Basic Challenge Question 3
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3.5 Basic Challenge Answer 3
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19
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1. Intermediate SQL Brief
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2. SQL Formatters
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3. An Introduction to Common Table Expressions
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4. Building Tables with UNION ALL
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5. An Introduction to Window Functions
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6. Ranking Window Functions
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7. Value Window Functions- LAG _ LEAD
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8. Creating, Altering _ Querying Views
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9. Pivot Tables
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10. Creating Tables Efficiently with SELECT INTO
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11. SQL Variables
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12. The WHILE Loop
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13. Conditional Logic with IIF
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13.5. An Overview of Temporary Tables
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14. A Comprehensive Guide to Stored Procedures
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15. Exploring Date Functions
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16. Enforcing Data Integrity with Constraints
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17. Coding Constraints in T-SQL
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20
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1. Intermediate Challenge Question 1
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1.5. Intermediate Challenge Answer 1
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2. Intermediate Challenge Question 2
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2.5. Intermediate Challenge Answer 2
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3. Intermediate Challenge Question 3
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3.5. Intermediate Challenge Answer 3
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21
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1. Advanced SQL Brief
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2. Creating Grand Totals in Query Results
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3. Deleting Duplicate Records
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4. Splitting Substrings into Rows with STRING_SPLIT
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5. Email Validator in SQL
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6. Monitoring Wide Tables with system views
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7. Sorting Salespeople into Buckets with NTILE
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8. Glue Two Row Sets Vertically with UNION ALL
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9. Thinking Like a Data Analyst
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22
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1. Advanced Challenge Question 1
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1.5. Advanced Challenge Answer 1
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2. Advanced Challenge Question 2
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2.5. Advanced Challenge Answer 2
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3. Advanced Challenge Question 3
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3.5 Advanced Challenge Answer 3
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23
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Course Wrap Up
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24
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Cheat Sheets to download and print
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25
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1. Installing Anaconda
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2. Creating Notebooks
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3. Navigating Notebooks
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26
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Downloads for Python Basics
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4. How Python Works
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5. Different data types
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6. Styling Notebooks
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7.1 Data Type Functions I
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7.2 Data Type Functions II
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8. Comparisons and Assignments
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9. Print
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10.1 If
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10.2 If 2
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10.3 While
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10.4 For
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11. Lists
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12.1 Dictionaries
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12.2 Dictionaries 2
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12.3 Dictionaries 3
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13.1 Custom Functions
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13.2 Custom Functions 2
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13.3 Custom Functions 3
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14.1 Importing Libraries 1
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14.2 Importing Libraries 2
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14.3 Importing Libraries 3
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27
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Download for Numpy Notebook
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15. Numpy Basics
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16. Numpy Slicing
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17. Numpy Iterating
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18. Numpy Join and Split
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19. Numpy Search and Sort
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20. Numpy Random Numbers
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28
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Download for Pandas Notebook
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21. Creating a dataframe
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22. Reading CSV File
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23.1 View data
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23.2 View data II
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24. Managing incomplete data
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25. Calculation on columns
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26. Changing Values
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27. Iterating through rows
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28. Joining Dataframes
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29. Writing Pandas to File
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29
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30.1 Line Graphs
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30.2 Line Graphs II
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31. Scatter Plots
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32. Bar and Pie Graphs
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33. Pandas data
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