Excel - Power Pivot For The Everyday Excel User

On Demand Webinar

Webinar Details $219

  • Rated:
  • Webinar Length: 100 Minutes
  • Guest Speaker:   Mike Thomas
  • Topic:   Business Administration, Business Skills, Software, Taxation and Accounting
  • Credit:   CPE 2.0
All Access Membership
This webinar introduces you to the DAX formula and function language that is part of Power Pivot. You will learn how to access DAX, understand its syntax and create calculated columns and Measures (a special type of DAX formula)

We hear a lot about the benefits of storing your list-based data in Excel's Data Model instead of in worksheet cells. Most of those benefits revolve around how much data you can store, how much space you can save and how much easier it is to create Pivot Tables from multiple data sources.

But dive a little deeper and you'll find a whole magical world of DAX, Measures and CUBE functions which will help you to take your reporting and data analysis skills to the next level. This really is where the Power of Power Pivot comes in. Think of DAX as Excel formulas on steroids. Without it, you are using a fraction of the capabilities of Power Pivot.

In this training, you will learn, using practical examples, how Power Pivot provides Business Intelligence and reporting functionality within the familiar environment of Excel to provide you with better business insights and enable you to make more informed business decisions.

Why you should attend:
If you want to take your reporting capabilities to the next level by learning how to leverage the functionality of DAX formulas, this is a must-attend training session!

Topics covered:
Introduction to DAX (the Power Pivot formula language)
Manipulating text with a Calculated Column
Performing a Lookup with DAX
Working with dates in DAX
DAX Calculated Columns v Query Editor Calculated Columns
Introduction to Measures
The all-important CALCULATE function
CUBE functions - letting the worksheet talk to The Data Model

Who should attend?
This training is aimed at users who are familiar with the basics of Power Pivot and The Data Model and who wish to take their knowledge and learning to the next stage.
  1. Introduction
  2. Topics to Cover 00:02:19
  3. Sales .CSV File 00:03:31
  4. Importing Data Into The Data Model 00:04:26
  5. Power Pivot And The Data Model 00:06:16
  6. How To Create Calculated Columns 00:11:29
  7. Building a Pivot Table From The Data Model 00:11:50
  8. How To Create A Column 00:16:17
  9. Creating A Formula 00:17:17
  10. Example Of DAX 00:19:58
  11. Creating Another Column 00:21:14
  12. Using The DAX IF Function 00:23:09
  13. Creating A New Pivot Table 00:26:16
  14. Using The Round Function In A Formula 00:28:43
  15. Adding More Data Into The Data Model 00:32:19
  16. Create A Pivot Table Showing Revenue Per Product 00:34:43
  17. Revenue Per Day 00:38:32
  18. Updating The Data In The Data Model 00:44:04
  19. Calculated Columns File 00:46:28
  20. Creating A Slicer 00:46:57
  21. LOOKUP In DAX 00:48:07
  22. Bringing In Data From Other Sources Into The Data Model 00:52:53
  23. Currency Review 00:56:51
  24. Slicer Review 00:59:08
  25. Measures 01:02:36
  26. Another Reason To Use Measures 01:16:56
  27. Creating Total Profit With A Measure 01:24:22
  28. How To Arrange A Pivot Table By Most Profitable Store, Not Alphabetical 01:26:04
  29. Measure Formula Review 01:27:30
  30. Sorting Pivot Tables 01:29:39
  31. Total Revenue Per Store 01:30:07
  32. Adding Filters To Pivot Tables 01:32:53
  33. Questions 01:38:47
  34. Presentation Closing 01:39:59
  • .CSV 00:03:20, 00:05:45, 00:10:50, 00:44:15, 01:19:19
  • Analyze 00:12:01, 00:59:27
  • Cell Reference 00:20:17
  • Column 00:11:31, 00:13:07, 00:16:25, 00:21:14, 00:39:36, 01:01:12, 01:06:08, 01:20:28
  • Column Headings 00:14:33, 00:52:11, 01:07:46, 01:18:49
  • Data Model 00:02:21, 00:05:16, 00:06:01, 00:13:04, 00:27:00, 00:32:19, 00:39:23, 01:04:29, 01:16:59, 01:20:40
  • DAX - Data Analysis Expressions 00:01:23, 00:02:43, 00:20:29, 00:23:23, 01:01:03, 01:25:05
  • Filters 01:32:53
  • Formula 00:02:46, 00:31:41, 00:36:27, 00:50:41
  • Formula Bar 00:17:17, 00:20:04, 01:11:32, 01:24:44
  • IF Function 00:23:12, 00:31:11
  • LOOKUP Value 00:48:24
  • PDF 00:10:51
  • Pivot Table 00:03:57, 00:11:47, 00:26:16, 00:38:01, 00:42:24, 00:46:39, 00:59:18, 01:07:34, 01:19:33, 01:35:10
  • Power Pivot 00:00:08, 00:02:22, 00:06:16, 00:10:00, 00:13:10, 00:19:49, 01:01:04
  • Power Query 00:04:19
  • Query 00:32:39
  • Refresh 00:45:52, 01:19:05, 01:34:30
  • Row 01:05:46, 01:14:32
  • Slicer 00:46:57, 00:59:08
  • Spreadsheet 00:08:10, 00:10:33, 00:12:4
  • Table 00:16:46
  • VLOOKUP 00:48:10

.CSV: Comma-Separated Value files are text files where each field of data is separated by a comma. This is an effective means to export data from QuickBooks that you, in turn, wish to analyze in Excel.

Analyze: The ANALYZE tab has several commands that will enable you to explore the data in the PivotTable.

Cell Reference: A cell reference refers to a cell or a range of cells on a worksheet and can be used in a formula so that Microsoft Office Excel can find the values or data that you want that formula to calculate. There are three types: Relative, Absolute, and Mixed

Column: A column is a vertical series of cells in a chart, table, or spreadsheet in Excel.

Column Headings : The column heading or column header is the gray-colored row containing the letters (A, B, C, etc.) used to identify each column in the worksheet. The column header is located above row 1 in the worksheet.

DAX - Data Analysis Expressions: Data Analysis Expressions (DAX) is a library of functions and operators that can be combined to build formulas and expressions in Power BI, Analysis Services, and Power Pivot in Excel data models. DAX is a formula language and is a collection of functions, operators, and constants that can be used in a formula or expression to calculate and return one or more values.

Data Model: A Data Model allows you to integrate data from multiple tables, effectively building a relational data source inside an Excel workbook. Within Excel, Data Models are used transparently, providing tabular data used in PivotTables and PivotCharts.

Filter: The Filter feature in Excel allows you to show or hide rows within a list of data by making selections from drop-down lists. The Filter feature is available on the Data tab of all versions of Excel as well under the Sort & Filter command on the Home menu.

Formula: A formula is an expression which calculates the value of a cell.

Formula Bar: A toolbar at the top of the Microsoft Excel spreadsheet window that you can use to enter or copy an existing formula into cells or charts. It is labeled with function symbol (fx). By clicking the Formula Bar, or when you type an equal (=) symbol in a cell, the Formula Bar will activate.

IF Function: Use the IF function, one of the logical functions, to return one value if a condition is true and another value if it's false. So an IF statement can have two results. The first result is if your comparison is True, the second if your comparison is False.

LOOKUP: The Microsoft Excel LOOKUP function returns a value from a range (one row or one column) or from an array. The LOOKUP function is a built-in function in Excel that is categorized as a Lookup/Reference Function. It can be used as a worksheet function (WS) in Excel.

PDF: Portable Document Format, a universal document format created by Adobe that allows cross-platform compatibility of documents.

Pivot Table: A report creation tool in Excel that enables you to quickly summarize lists of data into summary reports by clicking checkboxes and dragging fields onscreen.

Power Pivot: Power Pivot is an Excel add-in you can use to perform powerful data analysis and create sophisticated data models. With Power Pivot, you can mash up large volumes of data from various sources, perform information analysis rapidly, and share insights easily.

Power Query: Power Query is a data connection technology that enables you to discover, connect, combine, and refine data sources to meet your analysis needs. Features in Power Query are available in Excel and Power BI Desktop. Power Query is one of three data analysis tools available in Excel: Power Pivot.

Query: A database query extracts data from a database and formats it in a readable form. A query must be written in the language the database requires; usually, that language is Structured Query Language (SQL). For example, when you want data from a database, you use a query to request that specific information.

Refresh: The Refresh command appears on the Options tab of Excel 2007 and 2010 as well as the Analyze tab of Excel 2013. Pivot tables store a snapshot of the underlying source data, so they don’t immediately reflect changes to said data. You must periodically refresh any pivot table to ensure it reflects any changes to the source data.

Row: A row is the range of cells that go across (horizontal) the spreadsheet/worksheet. Rows are identified by numbers e.g. row 1, row 5. Examples of use. A row might contain the headings of a table e.g. product ID, product name, price, number sold.

Slicer: You can insert slicers in Excel to quickly and easily filter pivot tables. Slicers were introduced in Excel 2010, and they make it easy to change multiple pivot tables with a single click

Spreadsheet: Microsoft Excel is a spreadsheet developed by Microsoft for Windows, macOS, Android and iOS. It features calculation or computation capabilities, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications. Excel forms part of the Microsoft Office suite of software.

Table: A table is an arrangement of data in rows and columns, or possibly in a more complex structure. Tables are widely used in communication, research, and data analysis. Tables appear in print media, handwritten notes, computer software, architectural ornamentation, traffic signs, and many other places.

VLOOKUP: An Excel worksheet function that allows you to look up data from a list by specifying criteria, cell coordinates for the list, column number from which to return data, and an indication as to whether you want an exact or approximate match.


Guest Speaker

  • Mike Thomas

CPE Credit

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