Course description
Though many professionals use Excel on a daily basis, Excel has many undiscovered functions that can increase productivity even further. In this course, we will explore one of the relatively new tools brought by Excel to help professionals in cleaning up and preparing data for further analysis and reporting: Power Query.
We will also take a look at PowerPivots, another powerful tool in Excel which will put your pivot tables on turbo. While pivot tables have some limitations, PowerPivots can be used when you have significantly big data.
In this advanced Excel course, we look at two crucial advanced Excel features Power Pivot and Power Query, This suite of Excel functions allows you to manipulate, analyze, and evaluate millions of rows of data from Excel or other databases.
Upcoming start dates
Upcoming start dates
Suitability - Who should attend?
Advanced Excel: Power Query and Power Pivots Training Course is ideal for :
- Accountants, senior and junior accountants, business analysts, accounting and finance professionals,
- Business analysts, research professionals and staff from any function who need to master and upgrade their skills in Excel pivot tables,
- Power Query and Power Pivots and work with big data analysis.
- Advanced Excel Users
Outcome / Qualification etc.
By the end of theAdvanced Excel: Power Query and Power Pivots Training Course, participants will be able to:
- Apply key Excel functions to prepare data for analysis using pivot tables
- Create and customize pivot tables to reconcile and analyze accounts efficiently
- Utilize Power Query to clean up and prepare data for reporting
- Utilize pivot tables functions and calculations to generate a set of management and business analysis reports
- Report and analyze big datausing PowerPivots
Training Course Content
Day 1
Key functions to prepare data for pivot table reporting
- Table format
- Lookup functions
- Text functions
- Naming cells
Day 2
Advanced techniques in creating and customizing pivot tables
- Number and cell format
- Report layout
- Calculation in value field
- Grouping and un-grouping fields
Day 3
Default and customized sorting and filtering
- Sorting using custom list
- Creating calculated field
- Filtering using slicers and timelines
- Connecting multiple pivot tables to one set of slicers
- Customizing reports using the GetPivotData option
Day 4
Power Query: A must-have skill
- Introduction to this new feature
- Where does Power Query fit in the Power family!
- Get and transform: Link your Excel to external other data sources
- Excel files
- Text files
- Web
- SQL
- Creating and editing the Query
- Get data from: Tables, files and folders
- Power Query to clean up data
- Practical examples:
- UnPivotting data
- Working with nested column headers and merged cells
- Naming, merging, splitting and removing columns
- Filtering rows in different ways
- Transforming and formatting data
- Combining queries: Merge and Append
- The different types of joining data
Day 5
Analyzing disparate data sources with pivot tables
- Utilizing pivot table wizard
- Using internal data model
- Building pivot tables using external data sources
The new world of PowerPivot
- Benefits and drawbacks of PowerPivot
- Merging data from multiple tables without using Vlookup
- Creating better calculations using the DAX Formulas
- Using DAX to create calculated fields
- Calculate and Related functions
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