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Power Pivot for Excel: Mining Data for Business Intelligence

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, summarise and aggregate data, present strategic data, provide better business insights, and empower informed decision-making.

Software

  • This course is applicable to all versions of Excel, from Excel 97 to Excel 2016

Select specific date to see price, venue and full details.

Learning Objectives

You Will Learn How To

  • Transform and present sophisticated data to provide Business Intelligence (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

Pre-Requisites

Requirements

  • Experience with Excel at the level of:
    • Excel Data Analysis Training 
You should be familiar with/be able to:
  • Leverage features of Microsoft Excel to facilitate business decisions
  • Develop intelligent worksheets to quickly identify KPIs
  • Perform "what-if" analyses for developing budget and project plans
  • Summarise and analyse large amounts of data using PivotTables and Excel features
  • Automate Excel processes

Course Content

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

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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