Though many professionals use Excel on a daily basis, Excel has many undiscovered functions that can increase productivity even further. In this course, we will explore one of the relatively new tools brought by Excel to help professionals in cleaning up and preparing data for further analysis and reporting: Power Query. In addition, we will cover many features of pivot tables which is the main reporting tool in Excel. We will also take a look at Power Pivots, another powerful tool in Excel which will put your pivot tables on turbo. While pivot tables have some limitations, Power Pivots can be used when you have significantly big data.
Course Methodology
Live online course where participants will be able to interact with instructor (video and audio), view slides, collaborate with others, comment on discussions, complete assessments, activities and case studies.
Course Objectives
By the end of the course, participants will be able to:
Utilize Power Query to clean up and prepare data for reporting
Utilize pivot tables functions and calculations to generate a set of management and business analysis reports
Report and analyze big data using Power Pivots
Target Audience
Accountants, senior and junior accountants, business analysts, accounting and finance professionals, business analysts, research professionals and staff from any function who need to master and upgrade their skills in Excel pivot tables, Power Query and Power Pivots and work with big data analysis.
Target Competencies
Power Query
Practicing pivot tables
Working with PowerPivot
Reporting
Analyzing business data
Note
This is a hands-on training course using laptops. Participants are required to use their own laptops equipped with Excel 2016 or higher for the duration of the training.
Course Outline
Power Query: A must-have skill
Introduction to this new feature
Where does Power Query fit in the Power family!
Get and transform: Link your Excel to external other data sources
Excel files
Text files
Web
SQL
Creating and editing the Query
Get data from: Tables, files and folders
Power Query to clean up data
Practical examples:
UnPivotting reports
Working with nested column headers and merged cells
Naming, merging, splitting and removing columns
Filtering rows in different ways
Transforming and formatting data
Combining queries: Merge and Append
The different types of joining data
Advanced techniques in creating and customizing pivot tables
Number and cell format
Report layout
Calculation in value field
Grouping and un-grouping fields
Default and customized sorting and filtering
Sorting using custom list
Creating calculated field
Filtering using slicers and timelines
Connecting multiple pivot tables to one set of slicers
Customizing reports using the GetPivotData option
The world of PowerPivot
Benefits and drawbacks of PowerPivot
Merging data from multiple tables without using Vlookup
Creating better calculations using the DAX Formulas