Sebastian Taylor – CFI Education – Power Pivot Fundamentals

Description

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Sebastian Taylor – CFI Education – Power Pivot Fundamentals

Power Pivot Fundamentals

Learn how to create business intelligence dashboards using Power Pivot in this course by the Corporate Finance Institute.

Overview

Power Pivot Fundamentals Course Overview

This course provides step-by-step instructions for how to set up a business intelligence dashboard in Excel using the Power Pivot add-on. You’ll learn the key functions and best practices for setting up a dashboard. As you progress through the course, you’ll apply everything you’ve learned to a hands-on example using data we provide. By the end, you’ll walk away with everything you need to create your own dashboards in Excel—so you can analyze and present data, track KPIs, and create powerful time-period comparisons.

Power Pivot Fundamentals Learning Objectives

Upon completing this course, you will be able to:

• Create a Power Pivot table by drawing data from several different tables
• Develop simple calculated metrics with consistent formatting
• Assemble multiple pivot tables, charts, and dimensions into a dashboard that provide us with different angles of analysis
• Apply DAX formula language to create measures and columns
• Manipulate context to calculate more advanced metrics
• Utilize DAX Advanced Time Intelligence to create period comparisons and KPIs

Who should take this course?

This Power Pivot course is perfect for professionals who have a solid understanding of excel and want to expand Excel’s business intelligence capabilities. This course is designed to equip anyone who desires to begin a career in business analysis—or other roles that require displaying and analyzing data sets—with a fundamental knowledge of this core tool. As of 2020, Power Pivot functionality is not available for the Mac version of Excel. Because of this students must use Windows to complete this training.

What you’ll learn

Getting Started
Introduction to Power Pivot
Course Objectives
Downloadable Files
Installing Power Pivot
Overview of Course Files

A Basic Data Model
A Basic Data Model Objectives
Case Study Overview
Tables in Our Data Model
Database Normalization
Database Normalization (cont.)
Multiple Dimensions
Opening the Starter File
Importing Sales Data
A Quick Tour of Power Pivot
A Basic Pivot Table
Creating a Relationship
Types of Relationships
A Review of Our Pivot Table
Adding a Slicer

Basic Measures
Basic Measures Objectives
Opening and Refreshing the Partially Completed Course File
Two Common Problems When Refreshing Data
Creating an Explicit Measure
Hiding Columns from the Excel View
Creating a Calculated Column for Store Size
Updating the Dashboard and Slicer
Calculating Margin Dollars
Calculating Sales with SUMX
Comparing Methods of Creating Measures
Calculating Margin %
A Closer Look at DAX
More Examples of Context
Student Task
Student Task Review

Expanding Our Dashboard
Expanding Our Dashboard Objectives
Copying Pivot Tables
Adding the Product Dimension
Adding a Third Pivot Table for Brands
Formatting Measures
Managing Multiple Slicer Connections
The Datetime Dimension
Tidying the Diagram View
Creating a Pivot Chart
Creating a Slicer to Chart Connections
Removing Autosizing Based on Slicer Selections
A Couple of Points on Chart Formatting
Changing the Sort Order of Months
Adding a Timeline
Student Task
Student Task Review

DAX Across Relationships
DAX Across Relationships Objectives
Setting up the Basics of the Store Performance Dashboard
Linking Slicers Between Report Pages
The Manager Dimension – Dealing with Duplicates
Setting up the Manager Pivot Table
Calculating Sales per Day
Importing the Commission Table
Using the RELATED Function to Calculate Commission
Accounting for Commission $
When RELATED Doesn’t Work
Advanced Sort and Pivot Layout

DAX Advanced Functions
DAX Advanced Functions Objectives
Head Rest Brand Sales Strategy
DAX Context – Calculating % of Total
Calculating % of Total in DAX
Calculating % of Total in DAX (cont.)
Caution with % of Total
Manager Sales % of Total
Using Variables in DAX Formulas
ALL vs. ALLSELECTED
Narrowing Context
Calculating Promo Sales Using CALCULATE Conditions
A Recap of CALCULATE and Context Modification
Wrapping Up
Student Task
Student Task Review

DAX Time Intelligence
DAX Time Intelligence Objectives
Introduction to Time Intelligence
Using SAMEPERIODLASTYEAR
Calculating Sales Growth vs. Previous Year
Dealing with Sales Growth Errors
Adding Sales Growth to the Business Overview
Margin Growth vs. Last Year
Calculating Sales per Day YTD
Communicating Key Messages
Using KPIs to Communicate Key Messages
Using Conditional Formatting to Communicate Key Messages
Finishing Touches
Student Task
Student Task Review

Course Summary
Conclusion

Qualified Assessment
Assessment Files
Qualified Assessment

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