Power Pivot: Getting Started

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This course has been designed to take the novice Power Pivot user to a level where they are comfortable working with Power Pivot models and using Pivot tables and charts. You’ll also be able to carry out calculations and time intelligence functions by learning the basics of DAX.

£100 +VAT

4 CPD hours

120 days’ access

Use ACPD101 for 10% off any purchase.

Power Pivot: Getting Started

£100 +VAT

4 CPD hours 120 days’ access
Use ACPD101 for 10% off any purchase.

Power Pivot: Getting Started

This course is not currently available. To find out more, please get in touch.

This course will enable you to

  • Familiarise yourself with the user interface of Power Pivot
  • Use different tools to set up relationships in Power Pivot
  • Use Power Pivot to quickly insert pivot tables, charts, form multiple tables and analyse data
  • Work easily with calculations and data models across multiple tables of data using DAX
  • Understand the basics of DAX, including time intelligence functions that aren’t found in Excel

About the course

Power Pivot is an Excel add-in that provides some of the most powerful features for accountants. With its own DAX functions, it can be used to perform multiple calculations and complicated data analysis, enabling you to create sophisticated data models.

This course, goes beyond the basics, to enable you to become more comfortable with Power Pivot Models, using Pivot tables and charts, as well as carrying out calculations and time intelligence functions. It is recommended that you have a good understanding of Excel’s standard pivot tables and charts before taking this course. If you are a beginner with excel, you will find that this course goes well alongside Data Analysis for Accountants: Getting Started.

Note: Power Pivot is not currently available in Excel for Mac.

Contents

Power Pivot orientation

Welcome
Power Pivot
Linked tables
A quick tour
Getting data into Power Pivot
Changing the data types of tables
Working with tables

Relationships

Welcome
Relationships
Fact and dimension tables
Setting up relationships
Many to many relationships

Tables and charts

Welcome
Inserting PivotTables
Working with PivotTables
Inserting PivotCharts
Chart Elements
Slicers and timelines

Understanding DAX

Welcome
DAX
Calculated columns and measures
SUM and SUMX
Count functions
COUNT and COUNTX
Working with related tables

Time intelligence functions

Welcome
Time intelligence functions
Date and calendar tables
TOTALMTD, TOTALQTD and TOTALYTD
Comparing to a previous period
Moving and rolling totals

How it works

Author

Paula Guilfoyle

Paula Guilfoyle

Paula practiced in Industry for over 15 years, working with both small and large private companies, before moving on to teach Excel and Power BI to accountants and professionals.