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Pragmatic Self-Service BI with PowerPivot for Excel

Course Summary

Use PowerPivot for Excel to deliver self-service business intelligence! This course will start from scratch, and take you through intermediate PowerPivot concepts pragmatically. You'll soon be assembling data from diverse sources into models that deliver

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    Course Syllabus

    ● Introduction and Foreword
        ◦ Introduction and Installation
    ● PowerPivot Installation and Overview
        ◦ Introduction and Installation
        ◦ Check for Installation
        ◦ Demo: Verify Installation
        ◦ Self-Service BI and PowerPivot
        ◦ Managed Self-Service Business Intelligence
        ◦ How PowerPivot Works
        ◦ Demo: A Brief Overview of PowerPivot
        ◦ Importing Text into PowerPivot
        ◦ Demo: Import a Text File
        ◦ Importing from Excel to PowerPivot
        ◦ Demo: Import from Excel
        ◦ Files Underlying PowerPivot
        ◦ Demo: Examine Files Underlying PowerPivot
        ◦ PowerPivot with SharePoint
        ◦ PowerPivot Features and Limitations, and Relationships
        ◦ Demo: Add a Relationship
        ◦ Calculated Columns with DAX Examples
        ◦ Demo: Add Calculated Columns
        ◦ Mount PivotTable with a Measure
        ◦ Demo: Create a Basic Dashboard with PowerPivot Data
        ◦ Installation and Overview Summary
    ● Building the Basic PowerPivot Data Model
        ◦ Introduction and Distinctive PowerPivot Features
        ◦ PowerPivot PivotTables vs. Standard PivotTables, and Data Sources
        ◦ Demo: Import SQL Server Relational Database Tables to PowerPivot
        ◦ Examining Imported Relationships
        ◦ Demo: Examine Imported Relationships
        ◦ Creating a Basic PowerPivot PivotTable
        ◦ Demo: Create a Basic PowerPivot PivotTable
        ◦ Querying PowerPivot Data from within a PivotTable
        ◦ Data Quality and Data Governance Considerations
        ◦ Avoiding Disaster and Basic PowerPivot Data Model Summary
    ● Working with the PowerPivot Model, and an Introduction to DAX
        ◦ Introduction
        ◦ Navigating PowerPivot and Manipulating Data
        ◦ Manipulating Data: Formatting
        ◦ Manipulating Data: Data Types
        ◦ Manipulating Data: Sorting
        ◦ Manipulating Data: Filtering, and Working with Columns
        ◦ Calculated Columns in PowerPivot
        ◦ Introducing Data Analysis Expressions (DAX)
        ◦ DAX Functions: Type Groupings
        ◦ Working with DAX: The Basics
        ◦ Enhancing the Model and Designing Calculated Columns
        ◦ Adding Calculated Columns to the Model
        ◦ Adding a Missing Relationship
        ◦ The Related() Function and Concatenation
        ◦ More about Concatenation, and Date / Time Functions
        ◦ Logical-type Functions
        ◦ A Few More DAX Functions, and Summary
    ● Build a Practical PowerPivot Application - Part 1
        ◦ Introduction
        ◦ Planning, Importing and Relating Data in the PowerPivot Model
        ◦ Adding Support Tables
        ◦ Creating a Calendar Support Table
        ◦ Importing Data via a Linked Table and Creating a Relationship
        ◦ Adding Date-related Calculations
        ◦ Overview: Holiday Support Table
        ◦ Reviewing Results in a PivotTable
        ◦ Summary
    ● Build a Practical PowerPivot Application - Part 2
        ◦ Introduction
        ◦ Add Further Support Logic
        ◦ Discussion: Adding Support for Calculating Operating Days
        ◦ Building Structural Support for Operating Days
        ◦ Review Results via a PivotTable: Operating Days
        ◦ Adding Time Intelligence: 'To-Date' Aggregations
        ◦ Review Results via a PivotTable: 'To-Date' Aggregations
        ◦ Adding Time Intelligence: 'Prior Time Periods'
        ◦ Review Results via a PivotTable: 'Prior Time Periods'
        ◦ Adding Time Intelligence: 'Prior Year plus Rolling Total'
        ◦ Review Results via a PivotTable: 'Prior Year'
        ◦ Review Results via a PivotTable: 'Rolling Total'

Course Fee:
USD 29

Course Type:


Course Status:



1 - 4 hours / week

This course is listed under Cloud Computing , Data & Information Management and IT Compliance & Audit Community

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