Excel PowerPivot and Interactive Visualizations Course Outline
Course Overview
The new analytics tools in Excel make it easy to conduct manipulate and gain insights from big data. PowerPivot extends the use of pivot tables with a data model and offers improved data summarization and cross-tabulation and advanced calculations. Power Query retrieves data from a variety of sources can be cleaned up before being added to data model. Power View create interactive dashboards. Power Map is a 3D visualization tool to create map charts and interactive tours. These tools bring the power of advanced analytics to the average Excel user.
Excel Versions
PowerPivot, Power Query, Power View and Power Map are add-in programs for Excel 2010 and Excel 2013. These programs are integrated into Excel 2016. This course is taught using Excel 2016 software platform. The concepts between versions are the same; minor differences in the interface between versions are explained.
Target Student
This course is for individuals whose job responsibilities include complex Excel reports and advanced analytics.
Prerequisites
Excel Introduction or equivalent skills. Previous experience with pivot tables is helpful but not required.
COURSE OUTLINE
Lesson 1 – Understanding Power Pivot and the Power BI Tools
• What is Power Pivot, Power Query, Power View and Power Map
• Why use the Power BI Tools
• Excel versus Power Pivot
• Pivot Table Examples with Excel Data
• Power Pivot Examples with a Data Model
• Power View and Power Map Examples
Lesson 2 – Working with Data
• Working with an Excel List
• Using Vlookup to add Helper Columns
• Working with an Excel Table
• Cleaning up Tables
• Working with Normalized Tables
Lesson 3 – Importing Data into Power Pivot
• Understanding Acceptable Data Types
• Adding Excel Tables to Power Pivot
• Importing Access Tables
• Saving the File
• Adding and Maintaining Data in Power Pivot
Lesson 4 – Creating the Data Model
• What is a Data Model
• Understanding Key Fields
• Creating Relationships between Tables in the Model
• Managing Relationships
• Create and Use Linked Tables
• Create and Use Hierarchies
Lesson 5 – Using Calculations in Power Pivot
• Types of Calculations in Power Pivot
• Creating a Calculated Column
• Creating a Calculated Field (Measures)
• Implicit Calculated Field
• Explicit Calculated Field
• Understanding DAX Measure Rules and Best Practices
• Choosing Between Calculated Columns and Measures
• Creating a Key Performance Indicator (KPI)
Lesson 6 - Using Data Analysis Expressions
• Understanding Data Analysis Expressions (DAX) Formulas
• Where to use DAX formulas
• Understanding the DAX syntax
• How to create DAX formulas
• Types of operations you can perform with DAX
Lesson 7 – Working with DAX Formulas
• Working with Filter Function
• Working with Time Intelligence Functions
• Using Multiple Functions is a Formula
• Using Multiple Data Tables
Lesson 8 – Data Analysis with Pivot Tables and Pivot Charts
• Creating Pivot Tables
• Filtering Data using Slicers
• Add Visualizations to a Pivot Table
• Creating Pivot Charts
• Formatting Pivot Charts
• Using Multiple Charts and Tables
Lesson 9 – Working with Power View
• Visualizing Data with Power View
• Creating a Basic Report
• Making Improvements with Power View
• Creating Tables and Matrices
• Building Bar, Column and Pie Charts
• Constructing Line and Scatter Charts
• Producing Map-Based Visualizations
Lesson 10 – Building Interactive Reports with Power View
• Linking Visualizations in Power View
• Using tiles to Organize the Data
• Filtering Groups and Views
• Exposing the Dashboard
Lesson 11 – Loading and Transforming Data with Power Query
• Importing Data
• Transforming, cleansing and Filtering Data
• Merging and Shaping Data
• Grouping and Aggregating Data
• Inserting Calculated Columns
Lesson 12 – Visualizing Data with Power Map
• Preparing the Data for Mapping
• Creating a Map-Based Graph
• Creating Heat and Region Maps
• Adding Multiple Layers to a Map
• Analyzing Changes over Time
• Creating a Tour
View outline in Word
BEBT16
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