Working with Real-Time Data in Excel

Learn how to quickly feed real-time data from an API directly into Excel using WEBSERVICE and FILTERXML functions, enabling powerful insights and real-time analytics.

Introduction

• Welcome
• What you should know before watching this course
• Using the exercise files
• Using the knowledge checks

1. Project Files

• Download and explore files

2. Standardize Date Fields

• Custom date dimensions
• Date formatting
• Combine fields with concatenate
• Knowledge check

3. Create New Data Dimensions

• Categorize data
• Calculate percentiles
• Join data with VLOOKUP
• Knowledge check

4. Combine Data to Evaluate Impact

• Move tabs across workbooks
• Combine VLOOKUP and MATCH to join data
• Use COUNTIF to analyze trends
• Scale values to a custom range
• Knowledge check

5. Real-Time Data Integration

• Create an API feed with WEBSERVICE
• Extract components with FILTERXML
• Categorize real-time data
• Knowledge check

6. Custom Combo Chart Visualization

• Generate dynamic chart source data
• Build a combo chart
• Customize formatting
• Knowledge check

7. Wrapping Up

• Key analytics concepts
• Apply the skill set
• Knowledge check

8. Conclusion

• Next steps: Share, connect, and explore