Introduction to Power Pivot in Excel (Completed)

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the powerful world of PivotTables and PowerPivot in Excel. Discover the ideal data setup for PivotTables and learn how to initiate and add fields effectively. David will also cover advanced techniques such as using PivotTable slicers for enhanced data filtering and importing data into PowerPivot. You'll gain insights into enabling PowerPivot in Excel, creating PivotTables with PowerPivot, and managing relationships within PowerPivot. Additionally, he will introduce you to DAX for creating measures and KPIs, along with strategies for scheduled refreshing of your PowerPivot data. Join us to elevate your Excel skills and unlock the full potential of your data analysis capabilities! David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations. Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Who Should Attend
Professionals seeking to use Microsoft Excel more effectively.

Topics Covered

• Creating Power Pivot KPIs (key performance indicators)
• Creating PivotTables with PowerPivot
• Scheduling automatic data refreshing with PowerPivot
• Managing Power Pivot relationships between tables and other data sources
• Adding rows to a blank PivotTable to create instant reports
• Understanding the Power Pivot user interface
• Creating Power Pivot measures
• Creating a PivotTable to transform lists of data into on-screen reports
• Filtering data within PivotTables by way of the Slicer feature
• Importing data from external sources into PowerPivot
• Exploring the DAX language for creating calculated columns and measures
• Identifying the ideal data for analysis with Excel’s PivotTable feature

Learning Objectives

• Describe how to refresh a PivotTable in Microsoft Excel
• Define the purpose of Excel's Slicer feature
• Define what type of add-in PowerPivot is

Level
Intermediate

Instructional Method
Group: Internet-based

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites
Prior experience with Microsoft Excel is recommended.

Advance Preparation
None