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Introduction to Microsoft Excel Power Pivot

1 Day, 9:00-4:00

Course Overview

This course shows you how to use Power Pivot (an Excel add-in) to connect to your enterprise databases, import data from various sources, analyze data, and create dynamic reports in Excel. This course is for students with a sound working knowledge of Microsoft Excel and general computing proficiency, including those who will be using Excel to make business decisions.

Course Objectives

  • Become familiar with the Power Pivot application and import data
  • Manipulate data in a Power Pivot worksheet
  • Use DAX functions in Power Pivot
  • Create reports using Power Pivot data
  • Distribute Power Pivot Data

Course Outline

Getting Started with Power Pivot

  • Explore the Power Pivot Application
  • The Power Pivot Window and Ribbon
  • Power Pivot Worksheets
  • Import Data from Various Data Sources
  • The Table Import Wizard
  • Data Types
  • Importing Data from a Text File, Excel, and Access
  • Refresh Data from a Data Source
  • Refreshable Tables

Manipulating Power Pivot Data

  • Organize and Format Tables
  • Sort and Filter Power Pivot Data
  • Create Calculated Columns
  • Create and Manage Table Relationships
  • Table Relationships
  • Types of Relationships
  • Create Hierarchy

Using DAX Functions in Power Pivot

  • Manipulate Power Pivot Data Using DAX Functions
  • Measures: Implicit and Explicit
  • DAX Functions
  • Extract Data from Tables Using the Related function
  • Work with Time Intelligence Functions

Creating Power Pivot Reports

  • Create a PivotTable
  • Flattened PivotTables
  • The Power Pivot Field List Pane
  • Create PivotCharts
  • Filter Data Using Slicers
  • Present PivotTable Data Visually
  • Sparklines
  • Key Performance Indicators

Distributing Power Pivot Data

  • Protect Reports
  • Workbook Protection
  • Worksheet Protection
  • Secure a PivotTable
  • Save Reports in Different File Formats


Cost and Delivery Format Options

We offer the above listed class on our public schedule and as a private group class in the following delivery formats:

Public Class: Live Virtual
Per student $375
Private Group Class: Live Virtual
1-4 students $950
5-8 students $1400
9-12 students* $1600
*$100 per additional student
Private Group Class: At Your Location
1-4 students $1200
5-8 students $1650
9-12 students* $1850
*$100 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

  • A computer for each student (with the appropriate software installed), and
  • An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $150 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization.

Why Choose Softek?

  • Live, virtual or in-person training
  • Instructors with 15+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee