Course Outline - Microsoft Teams for End Users

Power Pivot for Microsoft Excel

Course Duration: Half Day

Target Audience:

Aimed at experienced Microsoft Excel users who need to merge, analyse and visualise large datasets from various different sources.

Course Objectives:

To demonstrate the capability of Power Pivot in Microsoft Excel; to import data into a Power Pivot and create relationships; to generate Power Pivot tables and charts; to customise Power Pivot table and Power Pivot chart appearance.

Course Outline:

Course Introduction

Why Use Power Pivot?

  • Power Pivot workbooks
  • Data Sources
  • Relationships

Importing Data

  • Using the table Import Wizard
  • Import and filter from databases
  • Run an SQL query
  • Get data from files
  • Copy and paste data
  • Create linked tables

Creating Relationships

  • Understanding relationships
  • Review existing relationships
  • Create new relationships

Building DAX Formulas

  • DAX formula basics
  • Calculated fields and measures

Creating Power Pivot Tables

  • Setting up a Power Pivot table
  • Updating the table
  • Changing the table structure
  • Formatting the table

Using Power Pivot Charts

  • Creating a Power Pivot chart
  • Power Pivot chart layouts
  • Changing the chart type
  • Formatting the chart

Creating Slicers

  • Adding slicers to Power Pivot tables and charts
  • Slicer options

Discussion and Question Time