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Maxtrain.com - [email protected] - 513-322-8888 - 866-595-6863

MA-PPPTPC

Microsoft PowerPivot, PivotTables and PivotCharts

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Description

In this 2 day instructor-led course you will learn how to perform powerful data analysis and bring business intelligence to your desktop using the advanced features of Microsoft`s PowerPivot for Excel (2013 and 2010) program. You will learn to create data models using PowerPivot and how to summarize that data by building PivotTables and PivotCharts. You will also learn to create visual representations of your data by utilizing Power View in Excel 2013. Although the course is titled Excel 2013, most concepts will also apply to Excel 2010 with the downloadable PowerPivot add-in.

Objectives:

  • Create, format, and customize PivotTables
  • Use calculations in PivotTables
  • Create PivotCharts
  • Import data into PowerPivot data models
  • Create and distribute PowerPivot Reports
  • Use DAX Functions in PowerPivot
  • Create interactive reports using Power View

Outline

Data Visualization Overview
  • Excel
  • PowerPivot
  • PowerView
  • SQL Server Analysis Services
PivotTable Basics
  • Setting up the PivotTable
  • Rearranging PivotTables
  • Updating PivotTable Data
  • Strategies for Refreshing External Data in a PivotTable
  • Creating an Excel Table from a PivotTable View
  • Filtering & Sorting Data
  • Sorting Data
  • Filtering Data
  • Formatting PivotTables
  • Using Table Styles
  • Changing Field Names
  • Number Formatting
  • Clearing Report Data
  • Changing PivotTable Layout
  • Grouping Data
  • Collapsing & Expanding View
  • Grouping Fields
Using Calculations in PivotTables
  • Comparisons & Total Options
  • Changing Total Options
  • Value Comparisons
  • % Row or Column Comparisons
  • Running Total
  • % of Total
  • Calculated Fields & Items
  • Creating a Calculated Field
  • Creating a Calculated Item
  • Removing Calculated Fields & Items
  • Combining Multiple Data Sources in a PivotTable
  • Accessing the PivotTable Wizard Button
  • Creating a Multiple Data Source PivotTable
Advanced PivotTable Formatting & Charts
  • Formatting PivotTables
  • Applying a Design Style
  • Conditional Formatting
  • Additional Conditional Formatting
  • PivotCharts
  • Creating a PivotChart
  • Using PivotChart Filters & Formatting
  • Updating the PivotTable and PivotChart
Creating Charts
  • Understanding Single vs Multiple Series Charts
  • Creating & Modifying a Chart
  • Creating a Chart
  • Modifying with the Design Tab Options
  • Modifying with the Layout Tab Options
  • Modifying with the Format Tab Options
  • Additional Chart Formatting
  • Modifying Charts Using Themes
  • Creating a Chart from Non-Consecutive Data
  • Drop-Lines and Axis Formatting
  • Using Shapes for Chart Series
  • Using Pictures for Chart Series Using Shapes for Chart Callouts
Specific Chart Types & Techniques
  • Analysis Tools
  • Up/Down Bars
  • Using another Series to Highlight Chart Data
  • Trending Tools
  • Adding Trend lines
  • Using Secondary Axis
  • Highlighting Relationships & Differences with Charts
  • Doughnut Charts
  • Sub-Pie Charts
  • Paired Bar Charts
  • Radar Charts
Getting Started with PowerPivot
  • Explore the PowerPivot Application
  • Import Data from Various Data Sources
  • Refresh Data from a Data Source
  • Create Linked Tables
Manipulating PowerPivot Data
  • Organize and Format Tables
  • Create Calculated Columns
  • Sort and Filter PowerPivot Data
  • Create and Manage Table Relationships
Creating PowerPivot Reports
  • Create a PivotTable
  • Create PivotCharts
  • Filter Data Using Slicers
  • Present PivotTable Data Visually
Using DAX Functions in PowerPivot
  • Manipulate PowerPivot Data Using DAX Functions
  • Extract Data from Tables Using Functions
  • Work with Time Dependent Data
Working with Additional DAX Functions
  • Common Functions
  • Date and Time Functions vs Time Intelligence Functions
Using Power View
  • Power View Basics
  • Power View Terminology
  • Working with Visualizations
  • Enhancing Visualizations
Conclusion

PreRequisites

You should be comfortable with opening and closing Excel workbooks and be able to comfortably move between multiple worksheets in a single workbook and between multiple workbooks. It is recommended that you have taken Excel Level 1, or have equivalent knowledge. A general background with using Excel functions is helpful.

Audience

This course is designed for business users who need to pull together data from multiple sources and then build PivotTables and reports to consume and analyze that data.
$700.00 List Price

2 Days Course

Class Dates

Request a Date or a Private Class below.


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