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Corporate Finance Institute

Power Pivot Fundamentals

via Corporate Finance Institute

Overview

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Power Pivot Fundamentals Course Overview

Discover the full potential of Excel with our Power Pivot course, designed to elevate your data analysis and presentation skills. You’ll learn how to utilize the Power Pivot add-on to create sophisticated business intelligence dashboards with PivotTables and PivotCharts. This course offers step-by-step instructions on setting up dashboards, covering essential functions and best practices that cater to both beginners and experienced users.

As the course progresses, you’ll engage in a hands-on project using provided data sets, applying your newfound skills to build a comprehensive dashboard. By the end of this journey, you’ll have the knowledge and confidence to construct your own Excel dashboards. These skills will enable you to effectively analyze data, track key performance indicators (KPIs), and make compelling time-period comparisons, transforming data into actionable insights.

Power Pivot Fundamentals Learning Objectives

Upon completing this course, you will be able to:
  • Create a Power Pivot table by drawing data from several different tables
  • Develop simple calculated metrics with consistent formatting
  • Assemble multiple pivot tables, charts, and dimensions into a dashboard that provide us with different angles of analysis
  • Manipulate context to calculate more advanced metrics
  • Utilize DAX Advanced Time Intelligence to create period comparisons and KPIs

Who should take this course?

This course is perfect for Excel users looking to step into business intelligence, analysts who depend on Excel, and any data professional eager to improve their data handling and visualization skills. It’s designed to enhance your Excel capabilities, equipping you with the tools to turn complex data into clear, insightful dashboards.

Software requirements

As of 2020, Power Pivot functionality is not available for the Mac version of Excel. Because of this students must use Windows to complete this training. Where is Power Pivot? https://support.microsoft.com/en-us/office/where-is-power-pivot-aa64e217-4b6e-410b-8337-20b87e1c2a4b  

Syllabus

  • Getting Started
  • A Basic Data Model
  • Basic Measures
  • Working with a Star Schema
  • From Numbers to Narratives
  • Extended Practice
  • Course Summary
  • Qualified Assessment

Taught by

Sebastian Taylor

Reviews

5 rating at Corporate Finance Institute based on 136 ratings

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