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Classroom training -  PowerPivot / Excel Power BI

Classroom Training

Introduction to PowerPivot

Available as classroom training course only

£695 + VAT for most venues (£850 + 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).

"Engaging trainer with very useful tips. Wide range of content covered and I feel confident in the knowledge that has been taught."

Keira Shetliffe (University of Derby)

"Just great, great value."

Nebojsa Trklja (Eurocontrol)

"Great course, so helpful!"

Alexandra Black (Global Aerospace)

"Detailed manuals, good overall content, well explained and time for questions. Covered all the topics I needed."

Richard Harker (Thales UK Ltd )

"Excellent course."

Andrew Critchley (Global Aerospace)

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!