Course ID: CXOP014L

Excel PowerPivot – Take PivotTables to the Next Level

This course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new dimensions to our data. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible before. This will allow us to use the new time-intelligent functions to perform complex calculations on our data such as: month-to-date, quarter-to-date, year-to-date, last year same period, last year-to-date, etc. We will also demonstrate the hottest tips and tricks that will take your data analysis to the next level. Although our focus will be on using Power Pivot, we will review some of the other PowerBI Tools including: Power Query (Get & Transform), Power BI Desktop and Power BI Services (PowerBI.com).


LEARNING OBJECTIVES
  • Upon completing this course, you will .
  • Understand the various Power BI tools available in Excel
  • Know how to use Power Pivot to take your data analysis to the next level
  • Create measures that you we unable to do in regular PivotTables
  • Analyze date-based data in many new ways
  • Build interactive visuals to present your data analysis

MAJOR TOPICS

The key topics that will be covered in this course include:

  • Introduction to Excel Power BI Tools
  • Loading data into Power Pivot using data modeling
  • Creating “measures” using DAX functions and formulas
  • Using a date table to create time-intelligent measures
  • Building visuals using Power BI Desktop and Power BI Services

DESIGNED FOR
All CPAs and Accounting Professionals that need to analyze data using Excel

FIELD OF STUDY
Computer Software & Applications

PREREQUISITES
Thorough understanding of PivotTables. ALSO, if you wish to follow along, you MUST install the Power Pivot add-in prior to class

COURSE PRODUCER
CPA Crossings

CPE CREDITS
8.0

LEVEL
Intermediate

This course is available for your group as:

Group Live
 

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