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Power Pivot for Excel: Mining Data for Business Intelligence

In the past, business intelligence solutions have required complex technical tools. In this course, you will learn how to use the Power Pivot tools and features in Excel to mine large amounts of sophisticated data to provide better business insights and empower informed decisions. Additionally, you will learn how to employ PivotTables, Power View, PivotCharts and Power Maps to present key information to senior management via dashboards, enabling them to see a complete picture of their organisation.

Who will benefit from this course?

This course is valuable for data analysts, business analysts, financial analysts, managers, business intelligence professionals and anyone who wants to better understand data derived from multiple sources and/or large volumes of data using Power Pivot for Excel.

This course will cover everything you need to know about Power Pivot whether you use Excel 2010 or 2013. The hands-on exercises in this course are conducted in Excel 2013. Power Pivot does not run on versions of Excel prior to Excel 2010.

Learning Objectives

  • Transform and present sophisticated data to provide BI
  • Actualise 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

Hands-On Experience:

  • Loading data from multiple data sources into Power Pivot
  • Merging and consolidating data to build a data model
  • Summarising and aggregating data with DAX functions
  • Defining measures and KPIs
  • Representing strategic Power Pivot data and KPIs in a dashboard

Pre-Requisites

You should have a solid knowledge of the following:

  • Applying conditional formatting
  • Using and implementing functions such as IF, VLOOKUP, SUM and AVERAGE
  • Creating, modifying and formatting PivotTables and PivotCharts
  • Grouping dates in PivotTables and PivotCharts
  • Filtering data with slicers

Course Content

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

Denormalising 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 Analysing 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
  • Summarising 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 categorising time periods with Time Intelligence functions

Setting key business targets with KPIs

  • Analysing performance with measures
  • Gauging performance against goals

Presenting Information with Dashboards

Articulating and analysing 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

  • Contextualising measures with PivotTable slicers and Power View filters
  • Documenting structures with Hierarchical Diagrams
  • Visualising and comparing performance matrices with Power View multipliers
  • Globalising 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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Virtual Classroom

Virtual classrooms provide all the benefits of attending a classroom course without the need to arrange travel and accomodation. Please note that virtual courses are attended in real-time, commencing on a specified date.

Virtual Course Dates

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