Excel – Power Pivot (Virtual)

Simplify Complex Reports with Data Modeling

(1 day)

 

Hands-On Workshop
  • Participants interact with the instructor, in a virtual classroom, to complete hands on activities.
Learning Outcomes
  • Transform data with Power Query Editor
  • Model Data in Power Pivot Environment
  • Create Measures and Calculated Columns with DAX functions
  • Build interactive reports with charts, tables and slicers
Technical Requirements
  • Excel (2013 version or higher)
  • Zoom

$550.00

Clear
Create data models and build powerful analyses in Excel. Automate your report update process using the Power Query Editor. Combine multiple data sources in an interactive report with Power Pivot.
Target Audience

Analysts, Accountants, Report Builders, Data Analysis Professionals

 

Technical Requirements

Participant must have access to 2 screens: using a laptop and a monitor is adequate.

Participant must install free app, Zoom, on his/her computer and enable Excel add-ins for Power Query and PowerPivot.

 

Microsoft Certified Instructor

Our Ottawa-based instructor is certified by Microsoft, as a skilled professional in Business Intelligence Reporting.

 

Quality Service

Workshops are limited to a maximum of 4 attendees to address each participant’s questions and requests.

Interact with instructor using a web-conferencing interface: share screen and mouse control to resolve issues.

 

Training Schedule

Training takes place from 9 a.m. to 4 p.m.

Learning Outcomes
  • Transform data with Power Query Editor
  • Model Data in Power Pivot environment
  • Create Measures and Calculated Columns with DAX functions
  • Build interactive reports with charts, tables and slicers

 

Topics

1. Master the basic workflow

  • Import data from different sources
  • Transform data in Power Query
  • Load data to Data Model
  • Define data default format setting in Power Pivot environment
  • Create relationships between data tables in Power Pivot
  • Create a PivotTable
  • Create a PivotChart
  • Create a slicer

2. Review the report’s update process

  • Periodic Update process: click Refresh All
  • Cyclical Update process: edit Data Source Settings…

3. Add complexity to the basic workflow

  • View the impact of wrong relationships on a Pivot Table
  • Understand the concept of context in a Pivot Table or PivotChart
  • Create inactive relationships between data tables in Power Pivot
  • Create Measures
  • Use DAX functions : COUNT, SUM, DIVIDE AVERAGEX, CALCULATE and USERELATIONSHIP
  • Edit a Measure
  • Create a Pivot Table to visualize a measure
  • Create Calculated Columns in Power Pivot environment
  • Use a calculated column in a Pivot Table as a Row field
  • Format a report
  • Name charts and tables