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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

  • 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

  • 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

4. Introduction to PowerPivot and working with data

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

5. Creating relationships

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

6. Basics of DAX (Data Analysis Expressions)

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

7. Reporting on the database using PowerPivot

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

8. Creating PivotTables using PowerPivot

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

9. Creating PivotCharts using PowerPivot

  • creating, reorganizing a PivotChart.

10. Training summary

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.