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Data Analysis with Power Pivot Tables

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Date(s): Feb 05, 2026
Time: 8:00AM - 4:30PM
Registration Fee: $189.00
Cancellation Date: Jan 22, 2026
Location: SAO COMPUTER TRAINING ROOM
City: Austin, TX
Local Hotels:
Parking Info:

Parking for SAO, Professional Development courses is in Garage B (1511 San Jacinto Blvd.). The Garage signage may read 1511 San Jacinto or Garage B. The elevator in Garage B is not reliable. If you are unable to walk the stairs, please contact the professionaldevelopment@sao.texas.gov for alternate parking arrangements. Handicapped parking is free at the meters around the downtown area.

A course coordinator will email you a parking permit prior to the course start date. A permit must be displayed or you will be ticketed.


Course Description

We are now living in the age of big data. Data is being collected all the time for increasingly detailed transactions. This can lead to an overwhelming amount of data, which brings about a need for people who can analyze large amounts of data quickly. Fortunately, Microsoft® Excel® provides Power Pivot to help you organize, manipulate, and report on your data in the best way possible. Since a tool is only as good as the person using it, it is important to gain a solid understanding of Power Pivot to maximize your effectiveness when analyzing data.


Potential CPE Credits: 8.0
Technical Hours: This class meets 8.0 CPE credits of technical training in compliance with Texas Admin. Code Rule 523.102.

Instruction Type: Live
Experience Level: INTERMEDIATE
Category: Computer Software and Applications

Course Objectives

Objectives

• Get started with Power Pivot.

• Visualize Power Pivot data.

• Work with advanced functionality in Power Pivot.

Outline

Lesson 1: Getting Started with Power Pivot

Topic A: Enable and Navigate Power Pivot

Topic B: Manage Data Relationships

Lesson 2: Visualizing Power Pivot Data

Topic A: Create a Power Pivot Report

Topic B: Create Calculations in Power Pivot

Lesson 3: Working with Advanced Functionality in Power Pivot

Topic A: Create a KPI

Topic B: Work with Dates and Time in Power Pivot

Appendix A: Commonly Used DAX Functions


Prerequisites

To ensure your success in this course, you should have experience working with Excel and PivotTables. You should already understand spreadsheet concepts and be comfortable creating and analyzing basic PivotTables.


Instructors

Sharon Fry

Sharon R. Fry • MOS Master, MCT, MCP, MTA
 Professional Profile

  • Recognized for exceptional abilities and advanced understanding of complex concepts

  • Resourceful instructor and software specialist with a proven track record of successful training delivery

  • Specialist in streamlining business processes with creativity and utilization of available technology • Knowledgeable and experienced in multiple operational areas of varied industries Qualifications Summary

  • Microsoft Certified Trainer since 2009; Certified Microsoft Office Specialist Access, Excel, OneNote, Outlook, PowerPoint, SharePoint, Word 2013; Master 2007 (Access, Excel, Outlook, PowerPoint, Word), PowerPoint 2003, Word & Excel 97; Microsoft Specialist for Microsoft Project 2013; Microsoft Certified Professional (MCP); Microsoft Technology Associate (Windows Operating System and Database Administration)

Proficient in database & spreadsheet development; fundamental programming and user interface design; document/presentation, graphic & web design; and assorted software applications

Excellent math, spelling, typing and proofreading skills, and knowledge of grammar, punctuation and usage Computing Skills Operating Systems:

  • IBM-compatible/PC, Microsoft Windows

  • Apple Macintosh OS

  • Linux/Unix exposure

AS/400 Systems Microsoft Products: 

Certified Microsoft Office Specialist for Access, Excel, OneNote, Outlook, PowerPoint, SharePoint, Word;  also use and train InfoPath; Internet Explorer, Office 365, OneDrive for Business, Project; Publisher, Skype  for Business, SharePoint Designer, SQL Server, Visio Adobe Products: Acrobat, Dreamweaver; Flash, Illustrator, InDesign, PageMaker, Photoshop, Reader Professional/Industry Specific: AdSpeed, Multiday Creator, Page Director, Pongrass Pagination, QuarkXpress, various proprietary systems Other: Crystal Reports, WordPerfect, Lotus Notes, Firefox, OpenOffice, Paradox, Quickbooks, Quicken, graphics applications, HTML editors, security tools, tutorial builders, utilities.

 


Additional Information

TAC Rule 523.142(g) requires the CPE Sponsor to monitor individual attendance and assign the correct number of CPE credits. Participants will be asked to document their time of arrival and departure in compliance with this Rule. Additionally, attendance will be monitored throughout the day and CPE certificates will reflect actual attendance of each participant.

If you are making travel plans to come to Austin, we recommend making "refundable" air and hotel reservations or waiting until 14 days before the class to actually book your reservations. Courses are occasionally canceled or rescheduled due to low enrollment. We determine whether a course has enough participants 16 days prior to the course date. If we cancel or reschedule, we will email the participant and his or her billing contact no later than 14 days before the original class date.

To see answers to our Frequently Asked Questions, visit Texas State Auditor's Office - Professional Development FAQs.


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