Objective:
At the end of the training, participants are able to:
- Create, format, and customize PivotTables
- Use calculations in PivotTables
- Create Pivot Charts
- Use Power Query to perform data cleaning and transformation
- Build a PowerPivot data model from multiple sources
- Use PivotTable with PowerPivot
- Use DAX functions in PowerPivot
Outline:
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Chapter 1: Pivot Table Basic
- Create a Table for a Pivot Table report
- Create a Pivot Table from an Excel Table
- Filtering and Sorting Data
- Grouping Data
- Update and Refresh data sources
- Formatting PivotTable
- Changing PivotTable layout
- Convert Pivot Table to Excel Table
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Chapter 2: Pivot Chart Basic
- Understanding Pivot Chart limitations
- Create a Pivot Chart from a Pivot Table
- Create a Pivot Chart from an Excel Table
- Format a Pivot Chart
- Filter and Sort the Pivot Chart
- Convert Pivot Chart to Excel Chart
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Chapter 3: Pivot Table Calculations
- Change the PivotTable Summary calculation
- Use % Row or %Column custom calculation
- Use Running Totals custom calculation
- Use % of Total custom calculation
- Use Difference From or % Difference From custom calculation
- Insert a custom calculated field
- Insert a custom calculated item
- Edit & delete a custom calculation
- Chapter 4: Hands-on Create Dashboard with Pivot Table & Pivot Chart Project
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Chapter 5: Power Query Overview
- Extracting, Transforming and Loading data
- Power Query vs “normal” Excel
- Importing data with Power Query
- Query Editor ribbon, Navigator pane & Preview grid
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Chapter 6: Data Cleaning & Transformation
- Remove Columns, Remove Other Columns & Choose Columns
- Removing duplicates from a data set
- Replacing values and errors
- Test transformations
- Extract texts before/after delimiter
- Convert texts to uppercase/lowercase
- Split column by delimiters
- Add custom column for computations
- Append queries(combining tables with the same headers
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Chapter 7: Organizing Power Query Automation
- Best practices in organizing the data sources
- How to automate data refresh
- Importing multiples located in a folder
- Update Power Query to change the location of data source
- Change the “Close & Load to” options
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Chapter 8: PowerPivot Basic
- Standard Pivot Table or Data Model Pivot Table?
- Excel Power Pivot & Power BI Desktop?
- Explore the PowerPivot Application
- Import Data from Various Data Sources
- Refresh Data from a Data Source
- Create Linked Tables
-
Chapter 9: Working with PowerPivot Data
- Organize and Format Tables
- Create Calculated Columns
- Sort and Filter PowerPivot Data
- Create and Manage Table Relationships
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Chapter 10: Building PowerPivot Reports
- Build a PivotTable
- Build PivotCharts
- Filter Data Using Slicers
- Present PivotTable Data Visually
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Chapter 11: Using DAX Functions in PowerPivot
- Introduction to DAX Formulas: Measures & Calculated Columns
- Understand the difference between calculated columns and measures
- Understand the difference between implicit and explicit measures
- DAX calculated column using DAX Functions Related and Round
- Chapter 12: Hands-on Create Dashboard with Power Pivot, Power Query and Dax Formulas Project
Duration:
2 days (14 hours)
Target Audience:
Methodology:
Demonstration, practical learning, case discussion and exercises
Prerequisite(s) or equivalent knowledge:
Basic knowledge of Excel and using simple Microsoft Excel formulas and functions.