Supercharge your Excel: BI Reporting with Power Pivot and Power Query

Duration: 75 Minutes
Learn to utilise the features of Power Pivot and Query to summarise large amounts of data and streamline the process of presenting the results.
BI with Power Pivot/Query for Excel
Instructor: Tom Fragale
Product ID: 502229
If you work with data, you're likely already familiar with common frustrations with Microsoft Excel like size limitations and manually entering data from multiple sources. Luckily there are two Microsoft tools- Power Pivot and Power Query-that solve ALL of these issues, right inside Excel. No Access databases or IT department help needed. With imports of 1-million-plus rows of data sets from virtually any source and the ability to save query definitions, you can completely overhaul your reporting and analysis workflow.

Objectives of the Presentation
  • How to activate/install Power Pivot and Power Query-free tools from Microsoft
  • Learn about Data Models
  • Creating relationships between different datasets in Power Pivot
  • Importing data into excel from an array of external sources
  • Learn about DAX formulas
  • Cleaning, transforming and merging data with Power Query (goodbye, Access)
  • Practical applications for different data models you can create with these tools
Why Should you Attend
Power Query and Power Pivot complement each other. Power Query is the recommended experience for discovering, connecting to, and importing data. Power Pivot is great for modeling the data you've imported.

Power Pivot helps you overcome Excel's limitations when it comes to working with massive datasets. Using the add-in you can import over 1 million row datasets, from virtually any source. However, that's not all. Power Pivot is also really handy for creating pivot tables from multiple datasets. You'll not have to bother with lookup, and you can forget about multiple consolidation ranges.

Power Query can save you a lot of time when working with imported data. Often, when data is imported from external sources, it needs work on it, before it can be used. Unnecessary rows and columns may need to be removed, blank spaces may need to be deleted, and data may have to be merged or split. All of this can be done on Excel, but with Power Query, things move a lot faster. It can also handle much more data, and you can save query definitions on it to increase ease of usage in the future.

And, here's the best part, they are FREE! In fact, most 2013 and 2016 Excel users already have access to Power Pivot and Power Query, but need to take steps to enable them.

Important:
Power Pivot is only available for Excel 2013 and 2016 for Windows in Office Professional Plus, Office 365 Professional Plus or the standalone editions of Excel 2013 & 2016. If you don't currently have access to these versions of Excel, you are still encouraged to attend, but you'll need to upgrade your version of Excel after the webinar to utilize what you've learned.

This webinar assumes a basic understanding of Excel formulas and Pivot tables.

Who will Benefit
This webinar is designed for Business professionals, Business owners, Financial Controllers, Accountants and anyone who requires doing data analysis. This event is aimed at users of Excel (2010, 2013 and 2016 for Windows) who wish to learn about Power Pivot and Power Query. Attendees should have at least intermediate knowledge of Excel and be familiar with formulas and creating Pivot Tables.
  • Accountants
  • CPAs
  • CFOs
  • Financial Consultants
  • Controllers
  • Banking
  • Finance
  • Insurance
  • Education
  • Telecom
  • IT
  • Marketing
  • Sales
  • Investments
  • Pharmaceutical
  • Medical Devices
  • FDA
  • Aviation
  • Energy
  • Retail
  • Human Resource
  • Logistics & Supply Chain
  • Accounts
  • Audit
Topic Background
Power Pivot and Power Query for Excel supports BI (Business Intelligence) functionality by allowing large amounts of data from various sources to be prepared and stored in an Excel workbook. Once there, data can be integrated using relationships and analysed in a number of ways including the use of PivotTables and interactive displays such as Power Map or Power View (not the main focus of the course). Using Power Pivot for SharePoint you can share your workbooks across your team or publish them to the Web (not covered).
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Instructor Profile:
Tom Fragale is a computer professional with over 30 years experience. He has trained over 30,000 business people with online webinars, public seminars and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks and SharePoint. His passion is training people and helping them get most out of their computers. He has written and published a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.
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