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Using Excel PivotTables, Power Pivot and Power Query to Analyze Data

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Date(s): Jun 07, 2021 - Jun 08, 2021
Time: 8:00AM - 4:30PM
Registration Fee: $459.00
Cancellation Date: May 31, 2021
Location: Online

Course Description

Many advanced Excel users such a Mr. Excel have called Power Pivot the Best Thing to Happen to Excel in 20 Years.  This exciting new class will begin with a quick overview or refresher on how to create a Table and a basic PivotTable.  We will then move into more advanced PivotTable topics such as creating Measures, Calculated Fields and Calculated Items. And we will look at PivotTables settings.


Next, we will learn how to take multiple tables, add them to Excel’s Data Model, relate them and then create a Power Pivot.  We will look at the Get and Transform feature also called Power Query.  Power Query is often called a self-service Business Intelligence (BI) tool.  In newer versions of Excel, Power Query has been renamed Get & Transform because it allows you to connect to a source, combine and clean up data and then analyze the data.


We will learn how to write formulas both in Power Query and the Data Model. Many of these formulas will be like what you have used in Excel.  However, these formulas have a different structure and are often more powerful and work better with large data sets. And a major advantage is the ability to get new data or change data and then then simply refresh your query.  If you write formulas using a VLOOKUPS, INDEX and MATCH or IF statement in Excel, with large data sets you will be amazed at the speed of these newer features.  And if you write macros to clean up data, you might find these new features will work much better than a macro.


Potential CPE Credits: 16.0

Instruction Type: Live
Experience Level: INTERMEDIATE
Category: 02 Auditing

Course Objectives

Upon completion of this course, participants will be able to:

Create a PivotTable and use the more advanced Power Pivot and Get and Transform feature.  The participant will also learn more efficient ways to clean up data and manage it.  Plus, the participant will learn shortcuts and software features that will improve their efficiency when using Excel.




         Best Practices for Arranging Data for use with Tables or PivotTables

         Understand the difference between Filtering data and using Tables

         Learn the power of Tables

         PivotTables Basics

         Learn to Refresh and Modify PivotTables

         Work with Slicers and Understand How Slicers can help with Dashboards

         Understand PivotTable Cache

         Work with PivotTable Timelines



         Creating Calculated Fields

         Creating Calculated Items

         Office 365 New Data Options

         Changing the Design and Layout of your Pivot Table



         What is Power Pivot

         Importing Tables into the Data Model

         Linking Tables

         Using the Related() Function

         Basic Calculations in the Data Model

         Creating a PivotTable using Multiple Data Sheets



         What is Power Query and where is it located in 2013, 2016 and Office 365

         Types of Data Connections and Power Query Editor Window

         Review and Change Data Types

         Loading to the Data Models

         Data Specific Editing Tools such as Text, Numbers, and Date Tools

         Filling Data Up and Down

         Splitting and Combining Columns of Data

         Adding Conditional Columns

         Using Formulas such as IF, AND and LOOKUP

         Basic Understanding of M Functions like Text.PadStart

         Aggregate vs Don’t Aggregate in a Pivot Table

         Unpivoting Data

         Merging Data and working with Joins



         Creating a Measure using AutoSum

         Deleting a Measure

         Working with the New Measures Dialog Box

         Understanding DAX Syntax

         DAX Operators


         Logical DAX Functions like IF, OR, AND

         Using the SWITCH Function

         Working with TEXT Functions



The student should have an Intermediate to Advanced knowledge of Excel.  You will need to understand how to write formulas such as a VLOOKUP and an IF statement. Please read the Course Description and Outline to see if this course is for you.



Darla Cloud

Darla Cloud has been teaching computer classes for over 27 years. She has earned the various Microsoft Office certifications acknowledging her expertise in Microsoft products. Darla is also a Certified Public Accountant and a Certified Technical Trainer. In addition to Darla’s years of teaching, she has over seven years of accounting experience. Darla’s accounting experience and love of teaching help make her an excellent trainer. She has spent years learning tips, tricks and shortcuts that she will pass on during her classes.

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.

The course coordinator will contact you with parking information. Handicapped parking is free at the meters around the downtown area.

Vending machines with Coca-Cola products and various snack items are available. There is also a refrigerator and microwave in our coffee bar area. Feel free to bring in your own drinks and food if you prefer.

You might want to bring a light sweater or jacket, as room temperatures vary.

To see answers to our Frequently Asked Questions, visit

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