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.