Course Information
Data Analysis with Power Pivot
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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.
Course Objectives
Objectives
Upon successful completion of this course, you will be able to use Power Pivot along with Excel to analyze data from a variety of sources.
•Enable and explore Power Pivot
•Understand and use the Excel Data Model
•Manage data relationships & hierarchy
•Visualize data with Power Pivot Reports and Charts
•Create calculated columns and field measures.
•Define and configure KPIs
•Explore DAX functions to work with time intelligence
Outline
Lesson 1: Getting Started with Power Pivot
Topic A: Enable and Navigate Power Pivot
•Activate the Power Pivot Add-in
•Review Excel Ribbon Tab for Power Pivot
•Explore the Power Pivot Window & Ribbon
•Identify Table Views for Data/Grid and Diagram
Topic B: Manage Data Relationships
•Understand the Excel Data Model
•Review Data Sources
•Use the Table import Wizard
•Create & Edit Table Relationships
•Construct a Hierarchy
Lesson 2: Visualizing Power Pivot Data
Topic A: Create a Power Pivot Report
•Understand Excel Pivot vs. Power Pivot
•Explore Power Pivot Report & Chart Options
•Filter Data with Slicers
Topic B: Create Calculations in Power Pivot
•Create Calculated Columns
•Create Calculated Fields (Measures)
•Manage Measures from Excel
Lesson 3: Working with Advanced Functionality in Power Pivot
Topic A: Create a KPI
•Define a KPI
•Configure KPI Target Value & Thresholds
•Use Measures for KPI Criteria
Topic B: Work with Dates and Time in Power Pivot
•Use DAX for Advanced Formulas
•Explore Date & Time Functions
•Understand Time Intelligence
•Create & Designate a Date Table
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 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.