Duration 2 Days 12 CPD hours This course is intended for This course is designed for people who need output from a database. In some cases, database programs have limited reporting tools, or tools that are not accessible. Learners may or may not have programming or SQL experience. Overview In this course, you will connect to a database to extract data and present it as a report. You will: Identify the elements of the Crystal Reports interface. Create and modify a basic report. Use formulas to calculate and filter data. Build a parameterized report. Group report data. Enhance a report. Create a report using data from an Excel workbook. Distribute data. In this course, students will create a basic report by connecting to a database and modifying the report's presentation. 1 - EXPLORING THE CRYSTAL REPORTS INTERFACE Topic A: Explore Crystal Reports Topic B: Use Crystal Reports Help Topic C: Customize Report Settings 2 - WORKING WITH REPORTS Topic A: Create a Report Topic B: Modify a Report Topic C: Display Specific Report Data Topic D: Work with Report Sections 3 - USING FORMULAS IN REPORTS Topic A: Create a Formula Topic B: Edit a Formula Topic C: Filter Data by Using a Formula Topic D: Work with Advanced Formulas and Functions Topic E: Handle Null Values 4 - BUILDING PARAMETERIZED REPORTS Topic A: Create a Parameter Field Topic B: Use a Range Parameter in a Report Topic C: Create a Prompt 5 - GROUPING REPORT DATA Topic A: Group Report Data Topic B: Modify a Group Report Topic C: Group by Using Parameters Topic D: Create a Parameterized Top N Report 6 - ENHANCING A REPORT Topic A: Format a Report Topic B: Insert Objects in a Report Topic C: Suppress Report Sections Topic D: Use Report Templates 7 - CREATING A REPORT FROM EXCEL DATA Topic A: Create a Report Based on Excel Data Topic B: Modify a Report Generated from Excel Data Topic C: Update Data in a Report Based on Excel Data 8 - DISTRIBUTING DATA Topic A: Export Data Topic B: Create Mailing Labels 9 - APPENDIX Appendix A: Setting Up and Configuring Data Sources Appendix B: Using Report Processing Techniques Appendix C: Using Functions in Formulas
Course Objectives The goal of this course is to provide you with the knowledge required to use more advanced functions and formulas and work with various tools to analyse and present data in spreadsheets, such as sorting, filtering, applying conditional formatting and charting the data. ' Customer Feedback Really useful and engaging course. Learnt a lot that will be very beneficial in my job. Trainer was great. Kelly Moreley - TACT Very happy with the course. Worked as a good refresher from what I knew already and enhanced my knowledge further in formulas + vlookup and shortcut keys. Jenny Price - Acer 1 year email support service Take a look at the consistent excellent feedback from our corporate clients visiting our site ms-officetraining co uk With more than 20 years experience, we deliver courses on all levels of the Desktop version of Microsoft Office and Office 365; ranging from Beginner, Intermediate, Advanced to the VBA level. Our trainers are Microsoft certified professionals with a proven track record with several years experience in delivering classroom, one to one, tailored and bespoke courses. Tailored In company training: You can choose to run the course exactly as they are outlined by us or we can customise it so that it meets your specific needs. A tailored or bespoke course will follow the standard outline but may be adapted to your specific organisational needs. Please visit our site (ms-officetraining co uk) to get a feel of the excellent feedback our courses have had and look at other courses you might be interested in. Recap on Excel formulas and calculations Overview of formulas in Excel Relative, Absolute and Mixed cell references Group editing worksheets Autofill and Flash Fill Changing Excel’s environment Options Changing the default number of sheets Creating an Autofill Custom List Adding tools to the Quick Access Toolbar Mastering Excel Tables Introducing Excel Tables Formatting a Table Creating Calculated Columns Using Slicers to filter your data Using Totals to get statistics out of your data Removing duplicates Converting Tables back to normal Ranges Using names Ranges In Excel formulas As a way of navigating through the workbook Advanced Formulas Simple IF examples Using IF to check if a cell is blank Nested IFs VLOOKUP HLOOKUP Text Functions Date Functions Conditional formatting Apply Conditional Formatting Customising Conditional Formatting Using Icons in Conditional Formatting Using Formulas to conditionally format cells Linking spreadsheets and workbooks Making a reference to another worksheet Making a reference to another workbook Editing links Troubleshooting links Analysing databases Quick analysis Sorting a database Apply filters to a database Advance filter Sorting and Filtering by Conditional Formats Charts Analyse trends in data using Sparklines Creating charts from start to finish Exploring the different Chart Types Apply Chart Styles Formatting Chart Elements Filtering Charts by Series or Categories Adding a Trendline to a Chart Create a Chart Template Attaching security to a spreadsheet and workbook Protect Cells Protect Structure of worksheets Protect a Workbook by adding passwords Introduction to Pivot Tables What are Pivot Tables? Using recommended pivot tables to analyse your data Who is this course for? Who is this course for? For those who want to explore in more detail formulas and functions, data analysis and data presentation. Requirements Requirements Preferably, delegates would have attended the Excel Introduction course. Career path Career path Excel know-how can instantly increase your job prospects as well as your salary. 80 percent of job openings require spreadsheet and word-processing software skills
Course Objectives The goal of this course is to provide you with the knowledge required to use more advanced functions and formulas and work with various tools to analyse and present data in spreadsheets, such as sorting, filtering, applying conditional formatting and charting the data. ' Customer Feedback Really useful and engaging course. Learnt a lot that will be very beneficial in my job. Trainer was great. Kelly Moreley - TACT Very happy with the course. Worked as a good refresher from what I knew already and enhanced my knowledge further in formulas + vlookup and shortcut keys. Jenny Price - Acer 1 year email support service Take a look at the consistent excellent feedback from our corporate clients visiting our site ms-officetraining co uk With more than 20 years experience, we deliver courses on all levels of the Desktop version of Microsoft Office and Office 365; ranging from Beginner, Intermediate, Advanced to the VBA level. Our trainers are Microsoft certified professionals with a proven track record with several years experience in delivering classroom, one to one, tailored and bespoke courses. Tailored In company training: You can choose to run the course exactly as they are outlined by us or we can customise it so that it meets your specific needs. A tailored or bespoke course will follow the standard outline but may be adapted to your specific organisational needs. Please visit our site (ms-officetraining co uk) to get a feel of the excellent feedback our courses have had and look at other courses you might be interested in. Recap on Excel formulas and calculations Overview of formulas in Excel Relative, Absolute and Mixed cell references Group editing worksheets Autofill and Flash Fill Changing Excel’s environment Options Changing the default number of sheets Creating an Autofill Custom List Adding tools to the Quick Access Toolbar Mastering Excel Tables Introducing Excel Tables Formatting a Table Creating Calculated Columns Using Slicers to filter your data Using Totals to get statistics out of your data Removing duplicates Converting Tables back to normal Ranges Using names Ranges In Excel formulas As a way of navigating through the workbook Advanced Formulas Simple IF examples Using IF to check if a cell is blank Nested IFs VLOOKUP HLOOKUP Text Functions Date Functions Conditional formatting Apply Conditional Formatting Customising Conditional Formatting Using Icons in Conditional Formatting Using Formulas to conditionally format cells Linking spreadsheets and workbooks Making a reference to another worksheet Making a reference to another workbook Editing links Troubleshooting links Analysing databases Quick analysis Sorting a database Apply filters to a database Advance filter Sorting and Filtering by Conditional Formats Charts Analyse trends in data using Sparklines Creating charts from start to finish Exploring the different Chart Types Apply Chart Styles Formatting Chart Elements Filtering Charts by Series or Categories Adding a Trendline to a Chart Create a Chart Template Attaching security to a spreadsheet and workbook Protect Cells Protect Structure of worksheets Protect a Workbook by adding passwords Introduction to Pivot Tables What are Pivot Tables? Using recommended pivot tables to analyse your data Who is this course for? Who is this course for? For those who want to explore in more detail formulas and functions, data analysis and data presentation. Requirements Requirements Preferably, delegates would have attended the Excel Introduction course. Career path Career path Excel know-how can instantly increase your job prospects as well as your salary. 80 percent of job openings require spreadsheet and word-processing software skills
Duration 4 Days 24 CPD hours This course is intended for The App Maker builds solutions to simplify, automate, and transform tasks and processes for themselves and their team where they have deep expertise in the solution business domain. They have basic data modeling, user experience design, requirements analysis, and process analysis skills. The App Maker creates and enforces business processes, structures digital collection of information, improves efficiency of repeatable tasks, and automates business processes. The App Maker uses the Maker tools of Power Platform to solve business problems. They may use advanced features of Microsoft apps and third-party productivity tools. The App Maker is aware of the capabilities and limitations of available tools and understands how to apply them. The App Maker is self-directed, and solution focused. They may not have formal IT training but are comfortable using technology to solve business problems with a personal growth mindset. They understand the operational need and have a vision of the desired outcome. They approach problems with phased and iterative strategies. This course will teach you how to build apps with low-code techniques to simplify, automate, and transform business tasks and processes using Microsoft Power Platform. This course contains a 1-day Applied Workshop. This workshop will allow you to practice your App Maker skills by creating an end-to-end solution to solve a problem for a fictitious company. The solution will include a Microsoft Dataverse database, Power Apps canvas app, and Power Automate flows. 1 - Get started with Microsoft Power Platform for app makers Identify components Create apps Get started with Microsoft Dataverse Work with Copilot in Microsoft Power Platform 2 - Create tables in Dataverse Table characteristics Table relationships Dataverse logic and security Dataverse auditing Dual-write vs. virtual tables 3 - Create and manage columns within a table in Dataverse Define columns in Microsoft Dataverse Column types in Microsoft Dataverse Add a column to a table Primary name column Restrictions that apply to columns in a table Create an auto numbering column Create an alternate key 4 - Load/export data and create data views in Dataverse View data in a table Create or edit views of data in a table Dataverse data import options Load data into a table Dataverse data export options Export Add, update, or delete data in a table by using Excel Import data using Power Query 5 - Export data from Dataverse and use Microsoft Excel to edit records Export data to Excel Edit and update data in Excel 6 - Get started with Microsoft Dataverse for Teams Dataverse for Teams vs Dataverse Provision your first Dataverse environment Create your first table to store data 7 - Build your first app with Power Apps and Dataverse for Teams Create your first app with the hero template Customize your app with Power Apps Studio Publish your app Install template apps 8 - Build your first workflow with Power Automate and Dataverse for Teams Types of workflows that Power Automate can build in Dataverse Schedule a flow 9 - Create reports with Power BI and Dataverse for Teams Connect to and transform Dataverse for Teams data from Power BI Create a Power BI report Publish the report Share the data 10 - Get started building with Power BI Use Power BI Building blocks of Power BI Tour and use the Power BI service 11 - Explore what Power BI can do for you What can I do with the Power BI service as a consumer? View content in the Power BI service Collaborate and share in Power BI Find and view dashboards and reports 12 - Create and manage workspaces in Power BI Distribute a report or dashboard Monitor usage and performance Recommend a development life cycle strategy Troubleshoot data by viewing its lineage Configure data protection 13 - Manage semantic models in Power BI Use a Power BI gateway to connect to on-premises data sources Configure a semantic model scheduled refresh Configure incremental refresh settings Manage and promote semantic models Troubleshoot service connectivity Boost performance with query caching (Premium) 14 - Create dashboards in Power BI Configure data alerts Explore data by asking questions Review Quick insights Add a dashboard theme Pin a live report page to a dashboard Configure a real-time dashboard Set mobile view 15 - Implement row-level security Configure row-level security with the static method Configure row-level security with the dynamic method 16 - Create dashboards in Power BI Configure data alerts Explore data by asking questions Review Quick insights Add a dashboard theme Pin a live report page to a dashboard Configure a real-time dashboard Set mobile view 17 - Secure, publish, and share data in Power BI Share and use reports in Power BI Row-level security Publish a report to a Power BI workspace Share reports and user experience Protect data in Power BI Data refresh and alerts 18 - Embed Power BI content Embed Power BI reports Embed other Power BI content types Optimize the embedding experience 19 - How to build your first model-driven app with Dataverse Model-driven apps, powered by Microsoft Dataverse Explore sample apps 20 - Get started with model-driven apps in Power Apps Introducing model-driven apps Components of model-driven apps Design model-driven apps Incorporate business process flows 21 - Configure forms, charts, and dashboards in model-driven apps Forms overview Form elements Configure multiple forms Use specialized form components Configure views overview Configure grids Create and edit views Configure charts overview Dashboards overview Use interactive streams and tiles 22 - Manage Dynamics 365 model-driven app settings and security Configure role-based security Manage teams and business units Explore settings and customizations 23 - Use specialized components in a model-driven form Create business process flows Embed a canvas app in a model-driven form Add a timeline in a model-driven form Create a report in a model-driven form 24 - Get started with Power Apps canvas apps Start Power Apps Power Apps data sources Use Power Apps with Power Automate and Power BI Designing a Power Apps app 25 - Customize a canvas app in Power Apps Improve your app by making basic customizations Explore controls and screens in canvas apps 26 - How to build the User Interface in a canvas app in Power Apps Use themes to quickly change the appearance of your app Brand a control Icons Images Personalization Build for phones or tablets 27 - Navigation in a canvas app in Power Apps Understanding navigation The Navigate and Back functions More ways to use the Navigate function 28 - Manage apps in Power Apps Power Apps review 29 - Build a mobile-optimized app from Power Apps Learn about mobile-optimized apps Identify components to make a canvas app mobile-optimized Create a mobile-optimized app that uses responsive designs Identify performance considerations for a mobile-optimized canvas app 30 - Use and understand Controls in a canvas app in Power Apps Core properties of controls Entering and displaying data with text controls Additional controls for enhancing your app's usability Media Modern controls Work with component libraries 31 - Create formulas to change properties in a Power Apps canvas app Formulas overview Use a formula to modify the format of controls Use formulas to perform calculations Use a control to modify the property of other controls Conditional formatting Functions for validating data 32 - Use imperative development techniques for canvas apps in Power Apps Imperative versus declarative development The three types of variables in Power Apps Global variables Contextual variables Collections Additional variable concepts 33 - Manage apps in Power Apps Power Apps review 34 - Create formulas to change properties in a Power Apps canvas app Formulas overview Use a formula to modify the format of controls Use formulas to perform calculations Use a control to modify the property of other controls Conditional formatting Functions for validating data 35 - Create formulas to change behaviors in a Power Apps canvas app Formulas and functionality Understanding true and false Understanding control behaviors and actions Performing multiple actions in a formula Control the display mode through a formula Use controls and functions to create a dynamic formula 36 - Author a basic formula that uses tables and records in a Power Apps canvas app Records and tables Using the Table function Store a table Filter your table Use the lookup function to return a record Additional table functions 37 - Build a canvas app for a real estate solution with Copilot in Power Apps 38 - Get started with Power Automate Introducing Power Automate Create your first flow Troubleshoot flows 39 - Build approval flows with Power Automate Provide solutions to real-world scenarios. 40 - Build flows to manage user information 41 - Power Automate's deep integration across multiple data sources 42 - Use the Admin center to manage environments and data policies in Power Automate Administer flows Export and import flows Learn how to distribute button flows 43 - Use AI Builder in Power Automate AI Builder in Power Automate saves time Advanced usage of AI Builder in Power Automate 44 - Optimize your business process with process advisor Get familiar with process advisor Create your first recording Edit recordings and group actions Analyze recordings and interpret results Automation recommendations 45 - Optimize your business process with process advisor Get familiar with process advisor Create your first recording Edit recordings and group actions Analyze recordings and interpret results Automation recommendations 46 - Build flows for a real estate solution using Copilot in Power Automate When to use Copilot in Power Automate 47 - Use Dataverse triggers and actions in Power Automate Dataverse triggers Query data Create, update, delete, and relate actions 48 - Create tables in Dataverse Table characteristics Table relationships Dataverse logic and security Dataverse auditing Dual-write vs. virtual tables 49 - Create and manage columns within a table in Dataverse Define columns in Microsoft Dataverse Column types in Microsoft Dataverse Add a column to a table Primary name column Restrictions that apply to columns in a table Create an auto numbering column Create an alternate key 50 - Get started with Power Apps canvas apps Start Power Apps Power Apps data sources Use Power Apps with Power Automate and Power BI Designing a Power Apps app 51 - How to build the User Interface in a canvas app in Power Apps Use themes to quickly change the appearance of your app Brand a control Icons Images Personalization Build for phones or tablets 52 - Get started with Power Automate Introducing Power Automate Create your first flow Troubleshoot flows 53 - Challenge Project - Build a booking requests app with Power Apps and Power Automate Prepare
OVERVIEW Prerequisites—DIAD training and Advanced Data Modeling and Shaping training or equivalent working experience This course has been designed specifically for experienced model developers and gives a more advanced treatment of DAX formulas than either DIAD or the PL-300 course. We recommend that attendees have prior experience working with Power BI Desktop to create data models. During this course you will review: Writing DAX formulas. Defining calculated tables and columns. Defining measures. Using DAX iterator functions. Modifying filter context. Using DAX time intelligence functions. After completing this training, the attendees should be able to work with Data Analysis Expressions (DAX), perform calculations and define common business calculations for use in reports, address performance and functionality concerns. COURSE BENEFITS: Understand Analytic queries in Power BI Create calculated tables, calculated columns and measures Use DAX functions and operators to build DAX formulas Use DAX iterator functions Create formulas that manipulate the filter context Use DAX time intelligence functions WHO IS THE COURSE FOR? Analysts with experience of Power BI wishing to develop more advanced formulas in DAX Power BI developers who wish to deepen their understanding of the process of calculating formulas so as to make development faster and more reliable LAB OUTLINE Lab 1 Setup Connect to data and understand the objectives of the future labs Lab 2 Write DAX Formulas For Power BI Create a measure Use variables in the measure definition Lab 3 Add Calculated Table And Columns Duplicate a table Create a hierarchy Create a date table Add calculated columns Lab 4 Add Measures To Power BI Desktop Models Add an implicit measure to a report Add an explicit measure Add a compound measure Add a quick measure Lab 5 Use DAX Iterator Functions In A Power BI Desktop Model Complex summarization Higher grain summarization Create ranking measure Lab 6 Modify DAX Filter Context In Power BI Desktop Models Apply Boolean expression filter Remove filters: use ALL Remove filters: use AllSelected Preserve filters: use KeepFilters HASONEVALUE ISINSCOPE Context transition Lab 7 Use DAX Time Intelligence Functions In Power BI Desktop Models TOTALYTD SAMEPERIODLASTYEAR Calculate new occurrences Snapshot calculations
Overview This 5-day course is developed to make the delegates walk through the engineering formulas and equations to become a professional in managing estimates, projections, risks, and uncertainties and secure financing for high-value, high-risk projects, from both Onshore and Offshore Oil & Gas industry segments.
Duration 2 Days 12 CPD hours This course is intended for This course is designed for people who know how to create basic list and group reports and need to create reports that include subreports, cross-tabs, advanced formulas, and charts based on more than one data series. They may also need to build tools that make it easier for other people to create reports. They may or may not have programming and/or SQL experience. Overview In this course, you will create complex reports using tools in Crystal Reports 2016. You will: Create automatic and manual running totals. Work with cross-tab reports. Add subreports. Create drill-downs in a report. Use SQL statements in report processing. Create complex formulas. Add charts to reports. Enhance report functionality. In this course, students will create complex reports & data sources using the tools in Crystal Reports 2016. Students will not only create more complex reports including sub-reports and cross-tabs, but will also increase their speed and efficiency. 1 - CREATING RUNNING TOTALS Topic A: Create a Running Total Field Topic B: Modify a Running Total Field Topic C: Create a Manual Running Total 2 - WORKING WITH CROSS-TABS Topic A: Create a Cross-Tab Report Topic B: Format a Cross-Tab Report Topic C: Create Groups in Cross-Tab Reports 3 - ADDING SUBREPORTS Topic A: Insert a Subreport Topic B: Edit a Subreport Topic C: Share Variables 4 - CREATING DRILL-DOWNS IN A REPORT Topic A: Create a Drill-Down Topic B: Create Headings for Drill-Down Data 5 - USING SQL STATEMENTS IN REPORT PROCESSING Topic A: Create a Report Using SQL Queries Topic B: Summarize Report Data Topic C: Create Joins Using SQL Topic D: Create Subqueries Topic E: Create an SQL Expression Field 6 - CREATING COMPLEX FORMULAS Topic A: Work with Loops Topic B: Work with Arrays 7 - ADDING CHARTS TO REPORTS Topic A: Create Charts Topic B: Create a Chart with Drill-Down Topic C: Create a Top N Chart Topic D: Create a Cross-Tab Chart Topic E: Create Charts for Grouped Data Topic F: Format a Chart Topic G: Create a Chart Template 8 - ENHANCING REPORT FUNCTIONALITY Topic A: Organize Data Based on a Hierarchy Topic B: Create a Dynamic Image Topic C: Create a Report Alert Topic D: Create a Geographic Map 9 - APPENDIX Appendix A: Managing Reports Appendix B: Processing Data on the Server Appendix C: Detecting and Fixing Problems
Discover Excel 2019 and become confident in using spreadsheets
Start from the ground up and learn tips, tricks, shortcuts and build confidence in using Excel.