August 10, 2020
I am so far, self-taught, sitting through a lot of youtube videos, google searches, etc. So I am not a beginner, yet sometimes don't county myself as intermediate since there are a few small shortcuts, codes, etc. that I am either not aware of or haven't used often enough to remember.
I am looking for a recommendation for which learning program would help me. I have 2 scenarios:
1. My paying job:
Project: Migrate our 'gold' data from 13 shared drives to 1 shareable database
Task: Inventory, prioritize, estimate time, simplify identification of files that need to be moved*, track progress
The inventory portion is completed, we have over 500,000 files, probably 10% are gold. Data cleaning and prioritization is in progress, going fine and using Jupyter Notebook/Python. Once the data is sorted, and prioritization complete, I would like to export the tables into Excel to build a dashboard for 2 purposes:
Enable the poor sod who is going to do the data migration to easily find where they need to start, and enter progress
Dashboard for leadership to make resource decisions and see progress
2. My hobby/new small business (custom/bespoke clothing)
Project: Build a database where customer information, inventory, item cost and supplies needed are all linked.
Task: Learn enough excel to be dangerous; move the customer form from Google into an excel-linked pdf form, link everything together.
What I have:
Google form for customer information (measurements and contact info)
Excel workbook with purchases, including a form for data input, and a few experimental sheets for calculations (supplies & cost based on design and measurements) of certain products.
July 16, 2010
Welcome to our forum! In terms of your first task, it sounds like you have the task in hand and just need help with the reporting side. You mention that you are using Jupyter Notebook/Python for the data cleaning, but then you need to export the tables into Excel. I recommend you look at Power Query. This is the built in Get and Transform/Clean data tool available in Excel and Power BI. Although you've already cleaned the data, you can use Power Query to get the data and load it into Excel Tables.
If you're working with big data and or data spread across multiple tables, then I recommend you look at Power Pivot, which enables you to build relationships between the tables and model the data. It also has a powerful DAX function library to write custom measures.
My Excel Dashboard course is available in a discounted bundle with both Power Query and Power Pivot, so that would be the most cost effective route if you wanted all 3 courses.
In regards to your second task, I suggest you look at Microsoft Forms which integrate with Excel. If you want to improve your general Excel skills then our Excel Expert course will be ideal as it covers everything form the beginner topics (you can skip what you already know) through to the more advanced topics. There's a full syllabus on the course page.
I hope that points you in the right direction, but I'm happy to answer any further questions you might have.