An expert was once a beginner

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
  • What is Power Pivot?
  • Enabling the Power Pivot Add-In
  • Opening and Closing the Power Pivot Window

Importing Data and Creating Relationships

  • Understanding Supported Data Sources
  • Importing CSV Files
  • Saving Excel Workbooks with Power Pivot Data
  • Exploring the Power Pivot Window
  • Importing Access Database Tables
  • Importing Excel Worksheets
  • Importing Text Files
  • Refreshing Data from an External Data Source
  • Understanding Relationships Between Tables
  • Switching Between the Data View and Diagram View
  • Creating Relationships Between Tables
  • Managing Relationships

Manipulating Power Pivot Data

  • Changing the Data Type for Columns
  • Changing Column Widths
  • Hiding and Unhiding Columns
  • Filtering Power Pivot Data
  • Sorting the Data

Using DAX Functions in Power Pivot

  • Working with DAX Formulas
  • Creating Calculated Columns
  • Creating Custom Calculated Columns
  • Creating Measures
  • Hiding and Showing the Calculation Area

Creating Power Pivot Reports

  • Creating PivotTables Using Power Pivot Data
  • Showing or Hiding the PivotTable Field List
  • Editing Explicit Measures Using the Dialog Box
  • Creating Flattened PivotTables
  • Creating PivotCharts
  • Filter Data Using Slicers
  • Creating Key Performance Indicators
  • Displaying KPIs in a PivotTable

Distributing Power Pivot Data

  • Securing PivotTable Reports
  • Saving Reports in Different 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.).

Customization

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