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Power Pivot for Excel: Mining Data for Business Intelligence



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2 Days

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Microsoft’s Power Pivot and business intelligence tools allow you to effectively mine large amounts of data. In this advanced Microsoft Excel training course, you gain the knowledge and skills to import and merge large amounts of data, summarize and aggregate data, present strategic data, provide better business insights, and empower informed decision-making.

You Will Learn How To

  • Transform and present sophisticated data to provide Business Intelligence (BI)
  • Actualize a data model from multiple sources
  • Shape and filter tables to prepare for analyses by fixing common issues
  • Mine and expose hidden information with Data Analysis eXpressions
  • Communicate business and data insights with dashboards

Important Course Information

Course Outline

  • Identifying the Role of Power Pivot in Business Intelligence (BI)

Introducing Power Pivot

  • Accessing the Power Pivot add-in
  • Navigating the interface
  • Loading a single data source
  • Creating a dashboard

Employing Power Pivot in the BI process

  • Extracting information from data with Power Pivot
  • Uncovering data interpretation issues
  • Building the Data Model with Power Pivot

Defining a consolidated view of data

  • Generating a data mashup from structured and unstructured data sources into a data model
  • Deriving relationships from data sources with the Relationships tool and the Diagram View

Denormalizing data to simplify usage within other BI reporting tools

  • Acquiring data from related tables
  • Defining calculated columns
  • Consolidating information available to BI tools

Querying SQL Server data

  • Designing queries to import data from SQL Server
  • Relating tables with outer joins

Fixing common data issues with Power Query

  • Extracting, Transforming and Loading (ETL) data
  • Converting data formats with Power Query steps
  • Parsing columns to aid analysis
  • Removing duplicates from a data set
  • Constructing a single data set from multiple sources with the same field headings
  • Manipulating and Analyzing Data with the Data Analysis eXpressions (DAX) Language

Defining measures for business performance

  • Distinguishing the role of measures
  • Translating key business concepts into measures
  • Providing context for measures within a PivotTable
  • Determining between implicit and explicit measures

Implementing DAX functions in Power Pivot

  • Expressing information with measures
  • Exposing hidden information from data
  • Troubleshooting and debugging DAX calculations

Exploiting data analytics with aggregation

  • Quantifying and mining information with DAX functions
  • Summarizing and aggregating data from other tables with the X functions
  • Evaluating expressions with the CALCULATE() function and filter functions
  • Substituting values with the SWITCH() function

Mining for information with date and time analysis

  • Grouping dates for time analysis
  • Comparing and categorizing time periods with Time Intelligence functions

Setting key business targets with KPIs

  • Analyzing performance with measures
  • Gauging performance against goals
  • Presenting Information with Dashboards

Articulating and analyzing data

  • Drilling down into data using a hierarchy
  • Managing data with perspectives
  • Identifying patterns and trends in your Power Pivot data with Power View charts
  • Classifying data into different geographical regions

Designing effective dashboards

  • Contextualizing measures with PivotTable slicers and Power View filters
  • Documenting structures with Hierarchical Diagrams
  • Visualizing and comparing performance matrices with Power View multipliers
  • Globalizing location-based results to identify trends and patterns on a 3D scale with Power Map
  • Creating Team BI Solutions
  • Defining the requirements for a team solution
  • Coordinating results with team members
  • Sharing a Power Pivot solution
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Convenient Ways to Attend This Instructor-Led Course

In the Classroom

Live, Online

Private Team Training

In the Classroom — OR — Live, Online

Tuition — Standard: $1950   Government: $1532

Jun 8 - 9 ( 2 Days)
9:00 AM - 4:30 PM EDT
Online (AnyWare) Online (AnyWare) Reserve Your Seat

Aug 24 - 25 ( 2 Days)
9:00 AM - 4:30 PM EDT
Ottawa / Online (AnyWare) Ottawa / Online (AnyWare) Reserve Your Seat

Nov 9 - 10 ( 2 Days)
9:00 AM - 4:30 PM EST
Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

Feb 8 - 9 ( 2 Days)
9:00 AM - 4:30 PM EST
Ottawa / Online (AnyWare) Ottawa / Online (AnyWare) Reserve Your Seat

Guaranteed to Run

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Private Team Training

Enrolling at least 3 people in this course? Consider bringing this (or any course that can be custom designed) to your preferred location as a private team training.

For details, call 1-888-843-8733 or Click Here »

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Course Tuition Includes:

After-Course Instructor Coaching
When you return to work, you are entitled to schedule a free coaching session with your instructor for help and guidance as you apply your new skills.

After-Course Computing Sandbox
You'll be given remote access to a preconfigured virtual machine for you to redo your hands-on exercises, develop/test new code, and experiment with the same software used in your course.

Free Course Exam
You can take your Learning Tree course exam on the last day of your course or online any time after class.


Training Hours

Standard Course Hours: 9:00 am – 4:30 pm
*Informal discussion with instructor about your projects or areas of special interest: 4:30 pm – 5:30 pm

Enhance Your Credentials with Professional Certification

Learning Tree's comprehensive training and exam preparation guarantees that you will gain the knowledge and confidence to achieve professional certification and advance your career.

11 Credits from NASBA

Earn 11 Credits from NASBA

This course qualifies for 11 CPE credits from the National Association of State Boards of Accountancy CPE program. NOTE: Only live, in-class attendance qualifies for NASBA CPEs. Read more ...

The course was great and the instructor was superior. I was able to apply the new skills I learned at work immediately. I was also quite happy to have the option of using my own PC.

- C. Elwin, EDI Analyst
HealthFirst, Inc.

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