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

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Introduction to PivotTable and PowerPivot for Excel 2010

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  • Course No : MSBI-110
  •  Theory : 40%
  •  Lab : 60%
  • Duration : 12 hours
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