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Microsoft Excel 2013 PowerPivot Training Course Intermediate

Intermediate Microsoft Excel 2013 PowerPivot Course Overview

You have already gotten your hands dirty with PowerPivot and seen how powerful it is. Now you are ready to take your skills to the next level by delving deeper and getting a deeper more thorough understanding of how PowerPivot handles data. This 2 day PowerPivot training course will allow you to see the various DAX functions and how to apply them to your data models.

Course Prerequisites

Use of Pivot Tables along with a basic understanding of how to use Excel formulas

Other Microsoft Excel Training Courses

Live Online Microsoft Excel Courses

Live Online Training All you need to know.

Course Duration: 2 Day

Course Prerequisites

Previous knowledge and use of Excel, especially in regard to Pivot Tables, is necessary before undertaking these 2 days. Knowledge of the following would be extremely helpful.

  • Understanding of VLookup in Excel
  • Using Slicers in conjunction with Pivot Tables
  • Formatting data ranges as Tables

Complete Course Outline

Introduction to PowerPivot

  • Using a PivotTable on an Excel table
  • Using PowerPivot in Microsoft Office 2013
  • Adding information to the Excel table
  • Creating a data model with many tables
  • Understanding relationships
  • Understanding the data model
  • Querying the data model
  • The PowerPivot add-In
  • Using OLAP tools and converting to formulas
  • Understanding PowerPivot for Excel 2013
  • Creating a Power View report

Using the unique features of PowerPivot

  • Loading data from external sources
  • Creating a PowerPivot PivotTable
  • Using the DAX language
  • Creating a calculated column
  • Creating a calculated field
  • Computing complex aggregations like Distinct Count
  • Refreshing the PowerPivot data model

Introducing DAX

  • Understanding DAX calculations
  • DAX syntax
  • DAX data types
  • DAX operators
  • DAX values
  • Understanding calculated columns and fields
  • Calculated columns
  • Calculated fields
  • Choosing between calculated columns and measures
  • Handling errors in DAX expressions
  • Conversion errors
  • Arithmetical operations
  • Empty or missing values
  • Intercepting errors
  • Formatting DAX code
  • Common DAX functions
  • Aggregate functions
  • Logical functions
  • Information functions
  • Mathematical functions
  • Text functions
  • Conversion functions
  • Date and time functions
  • Relational functions
  • Using basic DAX functions

Understanding data models

  • Understanding the basics of data modeling
  • Producing a report without a data model
  • Building a data model
  • More about relationships
  • Understanding normalization and denormalization
  • Denormalizing within SQL queries
  • The PowerPivot query designer
  • When to denormalize tables
  • Understanding over-denormalization
  • Understanding OLTP and data marts
  • Querying the OLTP database
  • Data marts, facts, and dimensions
  • Star schemas
  • Which database is the best to query?
  • Using advanced relationships

Loading data

  • Understanding data sources
  • Loading from a database
  • Loading from a list of tables
  • Loading relationships
  • Selecting related tables
  • Loading from a SQL query
  • Loading from views
  • Opening existing connections
  • Loading from Access
  • Loading from SQL Server Analysis Services
  • Using the MDX editor
  • Handling of keys in the OLAP cube
  • Loading from a tabular database
  • Loading from SharePoint
  • Using linked tables
  • Loading from Excel files
  • Loading from text files
  • Loading from the Clipboard
  • Loading from a report
  • Loading from a data feed
  • Loading from Windows Azure Marketplace
  • Suggest related data

Understanding evaluation contexts

  • Introduction to evaluation contexts
  • Understanding the row context
  • Testing your evaluation context understanding
  • Using SUM in a calculated column
  • Using fields in a calculated field
  • Creating a row context with iterators
  • Understanding FILTER, ALL, and context interactions
  • Working with many tables
  • Row contexts and relationships
  • Filter context and relationships
  • Introducing VALUES
  • Introducing ISFILTERED and ISCROSSFILTERED
  • Evaluation contexts recap
  • Creating a parameter table

Understanding CALCULATE

  • Why is CALCULATE needed?
  • CALCULATE examples
  • Filtering a single column
  • Filtering with complex conditions
  • Using CALCULATE inside a row context
  • Understanding circular dependencies
  • CALCULATE rules
  • Understanding ALLSELECTED

Using hierarchies

  • Understanding hierarchies
  • When to build hierarchies
  • Building hierarchies
  • Creating hierarchies on multiple tables
  • Performing calculations using hierarchies
  • Using parent/child hierarchies

Using Power View

  • What is Power View?
  • Power View basics
  • Using the Filters pane
  • Decorating your report
  • Understanding table, matrix, and cards
  • Using the matrix visualization
  • Using the card visualization
  • Using a table as a slicer
  • Using charts
  • Using the line chart
  • Using the pie chart
  • Using the scatter chart
  • Using maps
  • Understanding drill-down
  • Using tiles
  • Understanding multipliers
  • Using Power View effectively

Shaping the reports

  • Key Performance Indicators (KPIs)
  • Creating data models for Power View
  • Understanding Power View metadata
  • Using Summarize By
  • Using the default field set
  • Using the Table Behavior dialog box
  • Defining sets
  • Creating dynamic sets with MDX
  • Using perspectives
  • Understanding drill-through

Performing date calculations in DAX

  • Building a calendar table
  • Working with multiple calendar tables
  • Calculating working days
  • Computing the difference in working days
  • Aggregating and comparing over time
  • Year-to-Date (YTD), Quarter-to-Date (QTD), and Month-to-Date (MTD)
  • Time intelligence with CALCULATE
  • Computing periods from the prior year (PY)
  • Computing the moving annual total
  • Using other aggregation functions
  • Computing difference over a previous year
  • Closing balance over time
  • Semiadditive measures
  • OPENINGBALANCE and CLOSINGBALANCE functions
  • Updating balances by using transactions
  • Computing moving averages

Using advanced DAX

  • Banding
  • Ranking
  • Using many-to-many relationships
  • Computing new and returning customers
  • Understanding KEEPFILTERS
  • Implementing basket analysis
  • Understanding the power of calculated columns: ABC analysis
  • Handling currency conversion

Using DAX as a query language

  • Understanding EVALUATE
  • Creating an Excel table with EVALUATE
  • Using common functions in queries
  • Using FILTER
  • Using CALCULATETABLE
  • Using ADDCOLUMNS
  • Using VALUES with ADDCOLUMNS
  • Using SUMMARIZE
  • Using the ROLLUP option
  • Linking back a DAX query
  • Computing ABC analysis with a linked-back table
  • Using CROSSJOIN
  • Using GENERATE