Power Pivot Fundamentals

This course is part of Data Skills for Excel Professionals Specialization

Instructor: CFI (Corporate Finance Institute)

Access provided by Berchmans Institute of Management Studies

3,812 already enrolled

7 modules

Gain insight into a topic and learn the fundamentals.

36 reviews

Beginner level

No prior experience required

4 hours to complete

Flexible schedule

Learn at your own pace

7 modules

Gain insight into a topic and learn the fundamentals.

36 reviews

Beginner level

No prior experience required

4 hours to complete

Flexible schedule

Learn at your own pace

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

4 assignments

Taught in English

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This course is part of the Data Skills for Excel Professionals Specialization

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There are 7 modules in this course

This course provides step-by-step instructions for how to set-up a business intelligence dashboard in Excel using the Power Pivot add-on. You’ll learn the key functions and best practices for setting-up a dashboard. As you progress through the course, you’ll apply everything you’ve learned to a hands-on example using data we provide. By the end of this course, you’ll walk away with everything you need to create your own dashboards in Excel—so you can analyze and present data, track KPIs, and make your data easily accessible.

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 to be re-used across our dashboard ● Assemble multiple pivot tables, charts, and dimensions into a dashboard ● Apply DAX formatting language to create measures and columns that draw data from other tables ● Manipulate context to calculate more advanced metrics ● Utilize DAX Advanced Time Intelligence to create powerful period comparisons and KPIs

In this module, you'll explore how Power Pivot transforms Microsoft Excel, bringing business intelligence and analysis capabilities to the forefront. Discover the key benefits, from creating pivot tables with multiple sources to performing powerful time period comparisons, and elevate your analysis skills to the next level with simple formulas and advanced functionalities.

What's included

4 videos1 reading

Dive into the world of data modeling as we guide you through the process of building a relational data model in Power Pivot. Unleash the power of new functionalities and learn to import, relate, summarize, and interact with your data using measures, tables, and slicers for enhanced Excel capabilities.

What's included

12 videos

12 videos Total 27 minutes

Module Introduction 1 minute
Tables in Our Data Model 2 minutes
Database Normalization 3 minutes
Fact and Dimension Recap 2 minutes
Opening the Starter File 1 minute
Importing Data into Power Pivot 3 minutes
Power Pivot Overview 2 minutes
Create a Basic Pivot Table 2 minutes
Create a Relationship in Power Pivot 5 minutes
Types of Relationships 2 minutes
Power Pivot Table Review 2 minutes
Insert a Slicer 2 minutes

Welcome to the next chapter of our Power Pivot Mastery course! Now that you've mastered data consolidation and interaction, this chapter delves into the world of DAX measures. Learn how to create metrics, leverage DAX as a powerful formula language, and unlock new possibilities for data aggregation and analysis in your Excel data model.

What's included

13 videos1 assignment

13 videos Total 31 minutes

Chapter Introduction - Basic DAX Measures 1 minute
Opening and Refreshing the Partially Completed Course File 3 minutes
Two Common Problems When Refreshing Data 3 minutes
Creating an Explicit Measure 4 minutes
Hiding Columns from the Excel View 2 minutes
Creating a Calculated Column for Store Size 4 minutes
Updating the Dashboard and Slicer 1 minute
Calculating Margin Dollars 4 minutes
Calculating Sales with SUMX 1 minute
Comparing Methods of Creating Measures 2 minutes
Calculating Margin % 1 minute
A Closer Look at DAX 3 minutes
More Examples of Context 1 minute

1 assignment Total 25 minutes

Week 1 Challenge 25 minutes

Welcome to our Advanced Power Pivot Techniques module! Building upon your understanding of the Power Pivot data model and DAX, explore how to efficiently aggregate and summarize data with reusable formulas. This chapter introduces the Star Schema data model, guiding you through expanding datasets, managing multiple dimension tables, and creating interactive dashboards with a logical flow. Learn the significance of the Star Schema, leverage timelines, pivot charts, and enhance data import efficiency by combining Power Query with Power Pivot for a cohesive and consistent dashboard experience.

What's included

21 videos1 assignment

21 videos Total 44 minutes

Chapter Intro - Working with a Star Schema 2 minutes
The Star Schema 1 minute
Copy a Pivot Table 1 minute
Adding the Product Dimension 3 minutes
Add a Pivot Table for Brands 1 minute
Format Measures 2 minutes
Managing Multiple Slicer Connections 3 minutes
The Datetime Dimension 4 minutes
Tidying the Diagram View 1 minute
Creating a Pivot Chart 3 minutes
Creating a Slicer to Chart Connections 1 minute
Removing Autosizing Based on Slicer Selections 1 minute
Chart Formatting Overview 1 minute
Changing the Sort Order of Months 2 minutes
Adding a Timeline 1 minute
Setting up the Basics of the Store Performance Dashboard 3 minutes
Linking Slicers Between Report Pages 2 minutes
The Manager Dimension - Dealing with Duplicates 2 minutes
Load and Transform Data in Power Query 4 minutes
Load data from Power Query to Data Model 2 minutes
Setting up the Manager Pivot Table 3 minutes

1 assignment Total 25 minutes

Week 2 Challenge 25 minutes

In this module, explore the art of turning data into meaningful insights and compelling data stories. Learn to create advanced DAX measures, employ the CALCULATE function for percent of total calculations, delve into DAX Time Intelligence for year-over-year comparisons, and enhance dashboard aesthetics with conditional formatting, KPIs, and visual cues. Elevate your data presentation skills and gain a solid foundation for crafting professional-looking dashboards that communicate insights effectively.

What's included

13 videos

13 videos Total 31 minutes

From Numbers to Narratives 2 minutes
DAX % of Total 4 minutes
Best Practice for Naming Metrics 3 minutes
DAX Time Intelligence - SalesPY 4 minutes
DAX Time Intelligence - Sales Vs PY 2 minutes
Dashboard Consistency 2 minutes
Conditional Formatting in Pivot Tables 2 minutes
Create a KPI in Power Pivot 3 minutes
Modify KPI Icons in Power Pivot 1 minute
Finishing Touches 3 minutes
Task - Finalize the Store Dashboard 1 minute
Review - Pivot Table Layout 3 minutes
Review - Advanced Table Sort 1 minute

Welcome to the end-of-course exercise! Apply your skills to the Big Wings Airline case study, where you'll independently create a competitor analysis dashboard. Utilize your data modeling, metrics creation, and dashboard formatting knowledge to meet the provided requirements and communicate key insights effectively. Happy practicing!

What's included

2 videos

Congratulations on completing our Power Pivot course! You've mastered the art of building three insightful dashboards, creating data models, understanding DAX basics, and delving into time intelligence calculations.