Advanced Excel: Power Query and Power Pivots Course
Accounting, Finance and Budgeting Training
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Advanced Excel: Power Query and Power Pivots Course
Course Overview:
The course in question is advanced level Excel which deals with Power Query and Power Pivots features of this Microsoft application.
Through the course, the participants will acquire more than fundamental skills that allow them to fully utilize the powerful tools of Microsoft Excel in a number of ways.
The participants will acquire such skills as preparing data for analysis, creating and modifying pivot tables, and actions in Power Query that are aimed at data cleansing and transformation.
This course also deals with the use of PowerPivot for the purpose of data integration, with the relevant and advanced level calculations through DAX formulas. With particular focus on accountants, business analysts and other professionals involved with working with varied and large data sets, this course is to especially advance skills necessary in Excel for effective reporting and analysis.
Course Objectives:
At the end of the Advanced Excel: Power Query and Power Pivots Training Course, participants will be able to:
- Apply key Excel functions to prepare data for analysis using pivot tables
- Create and customize pivot tables to reconcile and analyze accounts efficiently
- Utilize Power Query to clean up and prepare data for reporting
- Utilize pivot table functions and calculations to generate a set of management and business analysis reports
- Report and analyze big data using PowerPivot
Who Should Attend?
Advanced Excel: Power Query and Power Pivots Training Course is ideal for :
- 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.
- Advanced Excel Users
Course Outlines:
Key functions to prepare data for pivot table reporting
- Table format
- Lookup functions
- Text functions
- Naming cells
Advanced techniques in creating and customizing pivot tables
- Number and cell format
- Report layout
- Calculation in the value field
- Grouping and un-grouping fields
Default and customized sorting and filtering
- Sorting using a 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
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 data
- 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
Analyzing disparate data sources with pivot tables
- Utilizing pivot table wizard
- Using an internal data model
- Building pivot tables using external data sources
The new world of PowerPivot
- Benefits and drawbacks of PowerPivot
- Merging data from multiple tables without using Vlookup
- Creating better calculations using the DAX Formulas
- Using DAX to create calculated fields
- Calculate and Related Functions
See more: Annual Report and Financial Statements Preparation Course
