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Microsoft PowerPivot in Microsoft Excel – efficient data analysis and generating effective reports

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Confident start with PowerPivot - You will understand the PowerPivot architecture, how data is stored in a workbook, and how the add-in interface works, so you can navigate faster and avoid common setup mistakes.

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Import from multiple sources - You will learn how to pull data from SQL Server, Analysis Services, Reporting Services, Excel, TXT files, and OData, so you can build one model without manual data merging.

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Better data preparation - You will learn how to create linked tables, refresh data, and work with data types and sheet layout, so you can prepare a reliable model ready for analysis and reporting.

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Accurate relationships and hierarchies - You will practice creating relationships within one source and across multiple sources, plus building hierarchies, so your tables connect correctly and produce consistent results.

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Practical DAX skills - You will master the DAX basics needed for calculated columns, measures, and KPIs, so you can build business metrics with more precision than with standard Excel formulas alone.

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Clearer data analysis - You will use slicers, timelines, and filters to narrow down data quickly and answer business questions faster, without manually searching through large tables and raw records.

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Pivot-based reporting - You will build reports with PivotTables connected to the PowerPivot model, add calculated measures, and reorganize views, so you can present results clearly to business users.

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Visual reporting with PivotCharts - You will create and reorganize PivotCharts based on PowerPivot data, so you can present trends, comparisons, and deviations in a format that is easier for stakeholders to understand.

Training programme

1. Introduction

PowerPivot in Excel is introduced through its role, architecture, and the add-in interface required for working with analytical models. The section also covers installation, the foundations of multidimensional analysis, and the way PowerPivot stores data inside an Excel file.

  • what is PowerPivot?
  • PowerPivot architecture,
  • installation of PowerPivot for Excel, overview of the PowerPivot add-in interface,
  • theoretical foundations of multidimensional analysis,
  • data storage by PowerPivot in the Excel file.

2. Data acquisition – import from external sources

Data acquisition starts with connecting PowerPivot to external systems and files used in reporting environments. Participants import data from MSSQL, Analysis Services, Reporting Services, Excel, TXT, OData, and copy-paste sources, then create linked tables and refresh loaded datasets.

  • retrieving data from MSSQL, MSSQL Analysis Services, MSSQL Reporting Services,
  • retrieving data from MS Excel, from TXT files, from OData-type sources,
  • retrieving Copy-Paste type data,
  • creating linked tables,
  • refreshing data in the PowerPivot worksheet.

3. Differences in saving a regular Excel workbook and a PowerPivot workbook

A PowerPivot workbook stores data differently than a standard Excel file, which affects file structure and everyday handling. The section explains these saving differences and clarifies the practical implications of keeping the data model inside the workbook.

4. Introduction to PowerPivot and working with data

Working with model data in PowerPivot includes preparing fields for analysis and controlling how users interact with results. The section covers slicers, filtering, timeline usage, cell formatting, and changes to data types and the data sheet so the model remains usable in practice.

  • slicers,
  • data filtering,
  • cell formatting,
  • timeline,
  • changing the data type, adjusting the data sheet.

5. Creating relationships

Relationships determine whether data from separate tables can be analyzed as one consistent model. This part uses relationship view to create links within a single source and across multiple sources, and then organizes data further by defining hierarchies for navigation and reporting.

  • relationship view,
  • creating relationships within a single source, between multiple data sources,
  • creating hierarchies.

6. Basics of DAX (Data Analysis Expressions)

DAX provides the calculation layer for extending a PowerPivot model beyond imported fields. The material includes creating calculated columns, defining new measures, and building as well as managing KPIs so business indicators can be evaluated directly in the model.

  • creating calculated columns,
  • creating new measures,
  • creating and managing KPIs.

7. Reporting on the database using PowerPivot

Reporting work depends on combining model data with interactive analysis tools that support everyday decision-making. The section covers reporting with PivotTables and PivotCharts, with emphasis on filtering and sorting data to produce readable and task-oriented views.

  • using pivot tables and pivot charts,
  • filtering and sorting.

8. Creating PivotTables using PowerPivot

Building a PivotTable on top of the PowerPivot model shows how analytical views are assembled and refined in Excel. Participants work with table reorganization, add calculated measures, and change function types to control how values are aggregated and presented.

  • creating, reorganizing a PivotTable,
  • adding calculated measures to a PivotTable,
  • changing the type of PivotTable functions.

9. Creating PivotCharts using PowerPivot

PivotCharts are used here to turn analytical results into visual form and to adjust chart layout as reporting needs change. The section focuses on creating a chart from a PowerPivot model and reorganizing it so the presentation matches the structure of the analysis.

  • creating, reorganizing a PivotChart.

10. Training summary

The closing part consolidates the full PowerPivot workflow, from data import and modeling through DAX calculations to reporting in PivotTables and PivotCharts. It also helps connect individual features into a coherent analytical process used in Excel-based multidimensional analysis.

What are the prerequisites for participating in the training?

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Basic Excel skills - You should be comfortable moving around Excel, working with worksheets and tables, and using basic features, so you can focus on PowerPivot instead of learning the tool itself.

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Working with tabular data - You should understand how data is arranged in rows and columns, be able to sort and filter datasets, and recognize headers and field types, because this is essential for data modeling.

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PivotTable basics - You should know the basic idea behind PivotTables and be able to create a simple analysis in Excel, because the training expands reporting using this exact mechanism.

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Business analysis terms - You should understand basic analytical terms such as measure, KPI, relationship, and hierarchy, so you can more easily turn source data into a useful model and report.