WiseOwl Training - Established 1992 Wise Owl Training

Established May 1992
30 years in business
Wise Owl Training
30 years in business
See 481 reviews for our classroom and online training
Classroom training -  PowerPivot / Excel Power BI

Classroom Training

Introduction to PowerPivot

Available as classroom training course only

£850 + VAT for most venues (£995 + VAT for London)

2 days

Excel can do so much more than simple pivot tables!  This two-day course will show you how to:

  • create simple, elegant data models in PowerPivot;
  • use these data models to create pivot tables based on multiple tables;
  • use queries to build queries to extract, transform and load data (this used to be called Power Query, but is now integrated in Excel);
  • start to use the DAX language for more in-depth analysis of data;
  • analyse time series data ("compare this month's sales with the same period in the previous quarter");
  • create hierarchies, and display them in pivot tables;
  • create and display KPIs in Excel;
  • understand what Power BI Desktop is, and how it is the same in many ways as PowerPivot / Power Query;
  • create visualisations in Power BI Desktop (tables, charts and matrices);
  • understand how to publish Power BI Desktop reports to the cloud, and pin tiles to dashboards.

Note that you'll need to be using Excel 2016 (or 2013) Professional Plus or Office 365 ProPlus to be able to use the Power BI (Power Business Intelligence) features within Excel.

We don't have any dates scheduled for this course, but we may well consider adding them - it's always worth asking.

Alternatively, you could enquire about running the course in your office or even (if available) as a tailored online course.

Course Contents

The contents of this course are as follows:

PowerPivot data models

  • Importing SQL Server tables
  • Filtering rows/columns
  • Data and diagram view
  • Hiding from client view
  • Relationships

Pivot tables using PowerPivot

  • Drill-down vs Quick Explore
  • Slicers and timelines
  • Controlling what you see

Using Excel tables

  • Creating and naming tables
  • Adding to data models

Using other data sources

  • Importing Access and Excel
  • Pasting from the clipboard

Getting data (Power Query)

  • Querying databases
  • Web pages

Transforming data (Power Query)

  • Splitting columns
  • Merging and inserting columns
  • Other transforms

Calculated columns

  • Creating calculated columns
  • Using the RELATED function
  • BLANK and SWITCH

Measures

  • The all-important query context
  • Implicit calculated fields
  • AutoSum fields
  • Creating in Excel and PowerPivot

DAX basics

  • The DAX Studio add-in
  • Calculating ratios
  • Aggregate X functions

The CALCULATE function

  • Replacing filters
  • Using ALL
  • Using VALUES to edit filters

Covered if time allows If time

More advanced DAX functions

  • Using FILTER to filter tables
  • Ranking
  • The EARLIER function

Calendars

  • Creating in Excel or SQL
  • Linking to calendars
  • Sorting months
  • Multiple date tables

Date functions

  • Period to date
  • Fiscal year calculations
  • Parallel periods
  • Semi-additive measures

Hierarchies

  • Creating hierarchies
  • Pros and cons

KPIs

  • Relative KPIs
  • Absolute KPIs

Perspectives

  • Creating perspectives
  • Viewing parts of a model

Power View

  • What Power View is
  • Why not to use it!

Power BI Desktop overview

  • Importing data
  • Visualisations
  • Simple drill-down
  • Publishing dashboards

Covered if time allows If time

Power BI Desktop maps

  • Localising data
  • Types of map

This course uses Excel 2016 Professional Plus or Office 365 ProPlus.

Why Choose Us?

Sample customer feedback

Our thanks to everyone who agreed to share their thoughts (note that some of these reviews may be for our online courses).

"I really enjoyed this course and found it very useful. Our trainer was brilliant at explaining the topic clearly and answered all questions I had, along with giving a very friendly and comfortable environment to learn. This course changed my mindset on Power BI from just another program available, to potentially a key tool I will use daily going forward. Thank you for a great experience."

Ben Smith (Provide)

"The follow along with the trainer's style worked really well virtually. I've recently had online training (with a different provider) which was more trainer shows, student completes exercises and it didn't work well. Wise Owl was the total opposite of that experience; the flow and openness of the trainer's style made for an excellent learning environment."

Billy Bates (Homes England)

"Absolutely brilliant and engaging trainer. Really knows his stuff and was able to address any issues during the course immediately every time."

Alex Chu (Swagelok)

"As this (DAX) was a very difficult subject to teach, I found the training to be ideally suited. I certainly benefited from it being one to one and face to face allowing it to run at my own pace. The files and documents will be hugely valuable for future reference too. After meeting one of the trainers at a conference, Wise Owl is the first place I looked to be fair. I wasn't aware of any other training providers that were so well specialised in Power BI / Power Platform courses. The content was clearly stated on the website too and covered all the points, in which I felt I needed proper training."

Matthew Collinge (Dugdale Nutrition)

"Course content was perfect, really useful to know the fundamentals of how and why things worked, instead of trial and error. A great trainer, plenty of comedy thrown in too (both good and at times, bad!) We have been on a few Wise Owl courses in the past and they are our go-to for training. Especially since on this occasion, the course was closed for ourselves, so we were able to get a more targeted experience."

Adrian Dilworth (Torus (Housing Trust))

There are lots more where these came from (or just refresh this page to change the quotes shown).

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This page has 1 thread Add post
24 Aug 20 at 22:03

Good Day Wiseowl

Am I able to take this class while using an older version of excel? Just wanted to make sure I was up to date.

Thanks

25 Aug 20 at 08:57

Good day Lance!

PowerPivot is pretty much the same for Excel 2010, 2013, 2016, 2019 and 365 (don't think I've missed any out), but for pre-2016 versions it's an add-in that you have to install.  Excel 2013 had an annoying (and as it turned out, temporary) change, calling measures "calculated fields". 

We don't run this course often now, though - my impression is that it hasn't got a great future, with everyone using Power BI instead (certainly that's where Microsoft are investing their money).

Hope this helps!