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Power Pivot Fundamentals

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Power Pivot Fundamentals

This course is part of Data Skills for Excel Professionals Specialization

Instructor: CFI (Corporate Finance Institute)

4,213 already enrolled

Included with

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7 modules

Gain insight into a topic and learn the fundamentals.

38 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.

38 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

91%

of learners achieved a positive career outcome

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Build your subject-matter expertise

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

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

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

Module details

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 videosTotal 27 minutes

Module Introduction1 minute
Tables in Our Data Model2 minutes
Database Normalization3 minutes
Fact and Dimension Recap2 minutes
Opening the Starter File1 minute
Importing Data into Power Pivot3 minutes
Power Pivot Overview2 minutes
Create a Basic Pivot Table2 minutes
Create a Relationship in Power Pivot5 minutes
Types of Relationships2 minutes
Power Pivot Table Review2 minutes
Insert a Slicer2 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 videosTotal 31 minutes

Chapter Introduction - Basic DAX Measures1 minute
Opening and Refreshing the Partially Completed Course File3 minutes
Two Common Problems When Refreshing Data3 minutes
Creating an Explicit Measure4 minutes
Hiding Columns from the Excel View2 minutes
Creating a Calculated Column for Store Size4 minutes
Updating the Dashboard and Slicer1 minute
Calculating Margin Dollars4 minutes
Calculating Sales with SUMX1 minute
Comparing Methods of Creating Measures2 minutes
Calculating Margin %1 minute
A Closer Look at DAX3 minutes
More Examples of Context1 minute

1 assignmentTotal 25 minutes

Week 1 Challenge25 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 videosTotal 44 minutes

Chapter Intro - Working with a Star Schema2 minutes
The Star Schema1 minute
Copy a Pivot Table1 minute
Adding the Product Dimension3 minutes
Add a Pivot Table for Brands1 minute
Format Measures2 minutes
Managing Multiple Slicer Connections3 minutes
The Datetime Dimension4 minutes
Tidying the Diagram View1 minute
Creating a Pivot Chart3 minutes
Creating a Slicer to Chart Connections1 minute
Removing Autosizing Based on Slicer Selections1 minute
Chart Formatting Overview1 minute
Changing the Sort Order of Months2 minutes
Adding a Timeline1 minute
Setting up the Basics of the Store Performance Dashboard3 minutes
Linking Slicers Between Report Pages2 minutes
The Manager Dimension - Dealing with Duplicates2 minutes
Load and Transform Data in Power Query4 minutes
Load data from Power Query to Data Model2 minutes
Setting up the Manager Pivot Table3 minutes

1 assignmentTotal 25 minutes

Week 2 Challenge25 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 videosTotal 31 minutes

From Numbers to Narratives2 minutes
DAX % of Total4 minutes
Best Practice for Naming Metrics3 minutes
DAX Time Intelligence - SalesPY4 minutes
DAX Time Intelligence - Sales Vs PY2 minutes
Dashboard Consistency2 minutes
Conditional Formatting in Pivot Tables2 minutes
Create a KPI in Power Pivot3 minutes
Modify KPI Icons in Power Pivot1 minute
Finishing Touches3 minutes
Task - Finalize the Store Dashboard1 minute
Review - Pivot Table Layout3 minutes
Review - Advanced Table Sort1 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.