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Microsoft Excel Course Titles

Excel PowerPivot Introduction

Duration:  1 day | Book this course
Cost: $390.00 + GST

Course Description

To analyse more complex data, Microsoft introduced the so-called self-service Business Intelligence or BI. PowerPivot is Microsoft’s first tool to handle self-service BI. In this course, you will learn the fundamentals of analysing not only a single table (an Excel Pivot table limitation) but you will query more tables at the same time. You will also learn how to produce engaging reports, i.e. dashboards, that can easily integrate information coming from various sources such as information from databases, Excel worksheets, and sources available on the Internet.

Prerequisites

Prerequisites
Participants should have completed either the Excel Intermediate or Excel Advanced level, or have equivalent experience. You must be a user of Microsoft Office 2010 or higher. Earlier versions are not supported.

Who Should Take This Course
This class is designed primarily for Excel users who are interested in using PowerPivot to generate Business Intelligence reports by themselves. This user group composes of, but not limited to, business analysts, project managers, marketing professionals, business development officers, or those people who are responsible for defining the strategic direction of the company.

Course Objectives

Course Objectives

Upon completing this course, you will have learned how to:

  1. Describe the importance of self-service Business Intelligence (BI) in an organisation.
  2. Insert, modify, and format Classic Pivot tables and Pivot charts.
  3. Insert various types of data sets into PowerPivot grid.
  4. Create and manage data relationships.
  5. Insert calculated columns using basic Data Analysis Expression (DAX) formulas.
  6. Modify and format PowerPivot Tables and PowerPivotCharts.
  7. Create report dashboards.

Course Outline

Course Outline


What is Business Intelligence?

Introduction to PivotTable

  • What is a Pivot table?
  • Inserting a Pivot table
  • Dropping Data into the Pivot table
  • Modifying Data and Refreshing the Pivot table
  • Grouping Data with Pivot table
  • Adding and Removing Fields from a Pivot table
  • Performing Basic Calculations within the Pivot table
  • Formatting the Pivot table
  • Using Slicers to Filter Pivot table Data
  • Inserting a PivotChart
  • Formatting the PivotChart

Introduction to PowerPivot

  • What is a PowerPivot?
  • Downloading and Installing PowerPivot
  • System requirements
  • Installing PowerPivot
  • Uninstalling PowerPivot
  • Preparing your Data for PowerPivot
  • Exploring the PowerPivot Ribbon
  • Getting Your Data into PowerPivot
  • Linking an Excel Table
  • Adding Excel Data by Copy-Paste
  • Importing a Text File
  • Importing an Excel Worksheet
  • Importing an Access Database
  • Working with Data in the PowerPivot Window
  • Sorting and Filtering Data
  • Applying Numeric Formatting
  • Inserting, Deleting, and Rearranging Columns
  • Inserting Calculated Columns using Basic DAX formulas
  • Defining and Managing Relationships

Creating a Report Dashboard

  • Building a PowerPivot Table
  • Using the Field List to Create Reports
  • Using the Report Filter
  • Building a PowerPivot Chart
  • Inserting Horizontal and Vertical Slicers
  • Formatting the PowerPivot Table and Chart
  • Modifying and Removing Excel Interface Elements
  • Inserting your Corporate Brand Identity