Power Pivot: Getting Started

by Paula Guilfoyle

This course has been designed to take the novice Power Pivot user to a level where they are comfortable working with Power Pivot models and using Pivot tables and charts. You'll also be able to carry out calculations and time intelligence functions by learning the basics of DAX.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

This course will enable you to

  • Familiarise yourself with the user interface of Power Pivot
  • Use different tools to set up relationships in Power Pivot
  • Use Power Pivot to quickly insert pivot tables, charts, form multiple tables and analyse data
  • Work easily with calculations and data models across multiple tables of data using DAX
  • Understand the basics of DAX, including time intelligence functions that aren’t found in Excel

About the course

Power Pivot is an Excel add-in that provides some of the most powerful features for accountants. With its own DAX functions, it can be used to perform multiple calculations and complicated data analysis, enabling you to create sophisticated data models.

This course, goes beyond the basics, to enable you to become more comfortable with Power Pivot Models, using Pivot tables and charts, as well as carrying out calculations and time intelligence functions. It is recommended that you have a good understanding of Excel’s standard pivot tables and charts before taking this course. If you are a beginner with excel, you will find that this course goes well alongside Data Analysis for Accountants: Getting Started.

Note: Power Pivot is not currently available in Excel for Mac.

Look inside

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Contents

  • Power Pivot orientation
    • Welcome
    • Power Pivot
    • Linked tables
    • A quick tour
    • Getting data into Power Pivot
    • Changing the data types of tables
    • Working with tables
  • Relationships
    • Welcome
    • Relationships
    • Fact and dimension tables
    • Setting up relationships
    • Many to many relationships
  • Tables and charts
    • Welcome
    • Inserting pivot tables
    • Working with pivot tables
    • Inserting pivot charts
    • Chart Elements
    • Slicers and timelines
  • Understanding DAX
    • Welcome
    • DAX
    • Calculated columns and measures
    • SUM and SUMX
    • Count functions
    • COUNT and COUNTX
    • Working with related tables
  • Time intelligence functions
    • Welcome
    • Time intelligence functions
    • Date and calendar tables
    • TOTALMTD, TOTALQTD and TOTALYTD
    • Comparing to a previous period
    • Moving and rolling totals

Author

Paula Guilfoyle

Paula practiced in Industry for over 15 years, working with both small and large private companies, before moving on to teach Excel and Power BI to accountants and professionals.

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Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours1,000+ unitshourshours1,000+ unitshourshours
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Why not upgrade?

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Licence

All you need for this year and more.

Access to this course
Total CPD unitshourshours1,000+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Why not upgrade?

Find the best way to complete your CPD

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours1,000+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Licence

Recommended

All you need for this year and more.

Access to this course
Total CPD unitshourshours1,000+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours1,000+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

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