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Data Assembly Workshop

The Data Assembly Workshop is intended for those who assemble the data for their facility department, for use in benchmarking, scorecards, or other reporting.

This short workshop is an introduction to using the Power Query functions in Microsoft Excel (and Power BI) to organize and clean data. You will work along with a data file of your choice to create an Excel template that can be used to take data from the source and restructure it for use in reporting or in combination with other data files.

Register your interest by May 10 for the May 14 or 15 sessions.

 

SKU: 2620 Category: Facility Metrics Training and Workshops
  • Description

Description

Workshop Agenda:

  • Overview & Introductions – Overview of the workshop objectives and participant introductions.
  • Assembling Your Data with Power Query – Introduction to using the Power Query function in Excel to assemble data from various sources and restructure it.
  • Shaping Data with Power Query – Review of key functions of Power Query to transform and “clean” source data to be useful for reporting or integration with other data.
  • Hands-on: Setup a Data Collection Template – You will create your own Excel data collection template for your selected data file during this workshop.

Workshop Organization and Requirements

This workshop will be a two hour Zoom meeting.  The group size is limited to allow for sufficient question/answer with participants.

Prerequisites:

Attendees should meet the following:

  • Staff member of an internal facilities group
  • Good working knowledge of Microsoft Excel.
  • Familiar with your selected data.
  • Have a copy of one facility source data file to use during the workshop (a live connection to the source data system is ok if you have an account with access to the data tables).  Suggested data files would be those with space data, costs, work orders, occupancy, utilities, etc.
  • Have a computer with licensed Microsoft Excel (2019 or newer, preferably Office 365, Mac’s not likely to work).
  • 2 monitors suggested if possible (one for Zoom and one for your data file)

Registration

The fee for this workshop is $399 US unless your organization is a current benchmarking participant. Register your interest in this workshop and we will confirm availability for your preferred session.


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Use the form above to confirm space is available before making payment.

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