Introduction to PivotTable and PowerPivot for Excel 2010

Introduction to PivotTable and PowerPivot for Excel 2010

Bascom Bridge’s PowerPivot Training: Introduction to PivotTable and PowerPivot for Excel 2010 training teaches attendees how to create charts and use PivotTables and PowerPivot to prepare data summaries and cross-tabulations that span multiple sources.

POWERPIVOT TRAINING OBJECTIVES

• Create, format, and customize PivotTables
• Use calculations in PivotTables
• Create PivotCharts
• Create, format, and enhance charts
• Manipulate PowerPivot data
• Create and distribute PowerPivot Reports
• Use DAX Functions in PowerPivot

POWERPIVOT TRAINING PREREQUISITES

All attendees must have prior knowledge of Excel 2010.

POWERPIVOT TRAINING MATERIALS

All attendees receive comprehensive courseware and a related textbook.

SOFTWARE NEEDED FOR EACH PC:

• A full installation of Microsoft Office 2010 (or at least Excel 2010)
• PowerPivot version 2 for Excel 2010
• Please contact us for detailed setup instructions if you have purchased this class.
• For classes delivered online, all participants need either dual monitors or a separate device logged into the online session so that they can do their work on one screen and watch the instructor on the other. A separate computer connected to a projector or large screen TV would be another way for students to see the instructor’s screen simultaneously with working on their own.

POWERPIVOT TRAINING OUTLINE

• Overview
• Data Visualization Overview
  • Excel
  • PowerPivot
  • PowerView
  • SQL Server Analysis Services
• PivotTable Basics
  • Setting up the PivotTable
  • Rearranging PivotTables
  • Updating PivotTable Data
  • Strategies for Refreshing External Data in a PivotTable
  • Creating an Excel Table from a PivotTable View
  • Filtering & Sorting Data
  • Sorting Data
  • Filtering Data
  • Formatting PivotTables
  • Using TableStyles
  • Changing Field Names
  • Number Formatting
  • Clearing Report Data
  • Changing PivotTable Layout
  • Grouping Data
  • Collapsing & Expanding View
  • Grouping Fields
• Using Calculations in PivotTables
  • Comparisons & Total Options
  • Changing Total Options
  • Value Comparisons
  • % Row or Column Comparisons
  • Running Total
  • % of Total
  • Calculated Fields & Items
  • Creating a Calculated Field
  • Creating a Calculated Item
  • Removing Calculated Fields & Items
  • Combining Multiple Data Sources in a PivotTable
  • Accessing the PivotTable Wizard Button
  • Creating a Multiple Data Source PivotTable
• Advanced PivotTable Formatting & Charts
  • Formatting PivotTables
  • Applying a Design Style
  • Conditional Formatting
  • Additional Conditional Formatting
  • PivotCharts
  • Creating a PivotChart
  • Using PivotChart Filters & Formatting
  • Updating the PivotTable and PivotChart
• Creating Charts
  • Understanding Single vs Multiple Series Charts
  • Creating & Modifying a Chart
  • Creating a Chart
  • Modifying with the Design Tab Options
  • Modifying with the Layout Tab Options
  • Modifying with the Format Tab Options
  • Additional Chart Formatting
  • Modifying Charts Using Themes
  • Creating a Chart from Non-Consecutive Data
  • Drop-Lines and Axis Formatting
  • Using Shapes for Chart Series
  • Using Pictures for Chart Series Using Shapes for Chart Callouts
• Specific Chart Types and Techniques
  • Analysis Tools
  • Up/Down Bars
  • Using another Series to Highlight Chart Data
  • Trending Tools
  • Adding Trend lines
  • Using Secondary Axis
  • Highlighting Relationships & Differences with Charts
  • Doughnut Charts
  • Sub-Pie Charts
  • Paired Bar Charts
  • Radar Charts
• Getting Started with PowerPivot
  • Explore the PowerPivot Application
  • Import Data from Various Data Sources
  • Refresh Data from a Data Source
  • Create Linked Tables
• Manipulating PowerPivot Data
  • Organize and Format Tables
  • Create Calculated Columns
  • Sort and Filter PowerPivot Data
  • Create and Manage Table Relationships
• Creating PowerPivot Reports
  • Create a PivotTable
  • Create PivotCharts
  • Filter Data Using Slicers
  • Present PivotTable Data Visually
• Distributing PowerPivot Data
  • Protect Reports
  • Save Reports in Different File Formats
• Using DAX Functions in PowerPivot
  • Manipulate PowerPivot Data Using DAX Functions
  • Extract Data from Tables Using Functions
  • Work with Time Dependent Data
• Working with Additional DAX Functions
  • Common Functions
  • Date and Time Functions vs Time Intelligence Functions
• Conclusion