Microsoft Excel: Introduction to Power Pivot and Data Models
Microsoft Excel Training Series | Level 4
Course Details
Duration: 1 day (9 am – 4 pm)
Microsoft® Excel® Versions: 2019 | 2021 | 365 (Windows)
Category: Microsoft Excel Power BI (Business Intelligence) Tools
Delivery Methods (Instructor-led): In-person (Live classroom) | Online (Virtual classroom)
Course Dates: January 28, 2025 (Online in virtual classroom or In-person) | View schedule 
Course Fee: $295 CAD per person + HST (Virtual classroom), $325 CAD per person + HST (Bring your own device for in-person courses) or $345 CAD per person + HST (Avantix Learning provides device for in-person courses)*
Timing: Public scheduled courses run from 9:00 am to 4:00 pm (Eastern Time).
Virtual classroom courses: Our instructor-led virtual classroom courses are delivered in a virtual classroom environment. Students will be sent a virtual classroom invitation prior to the course.
In-person classroom courses: Our instructor-led, live classroom (in-person) courses are held in downtown Toronto at 18 King Street East, Suite 1400, Toronto, Ontario, Canada. Some courses are also held at an alternate downtown Toronto location.
Some public courses and / or formats and may be subject to a minimum enrollment requirement.
Course Overview
In this hands-on, instructor-led course, students will learn to use one of the most exciting and powerful tools in Excel – Power Pivot. Power Pivot is part of Excel's suite of business intelligence (BI) tools and allows users to work with large data sets and create data models. Excel users can manipulate data in many ways quickly and easily using Power Pivot. During this course, students will import data into Power Pivot, create data models, create relationships between tables, write calculated columns and measures. Students will get started creating expressions using DAX (Data Analysis Expressions) and update data sources. During this course, students will practice their skills and have the opportunity to ask questions and interact with the instructor. Each student will also receive a full course manual with tips, tricks and shortcuts as well as sample and exercise files.
Prerequisite: Microsoft Excel: Intermediate / Advanced or equivalent knowledge and skills. We also recommend taking Microsoft Excel: Introduction to Power Query (Get and Transform Data) before taking this course.
Custom training: This course may be delivered at your site or ours as an instructor-led or virtual classroom solution. Contact us at info@avantixlearning.ca for more information including savings for custom group training.
Related training: View all Microsoft Excel courses >
INCLUDED IN THIS COURSE
- Comprehensive course manual or published book
- Keyboard shortcuts quick reference
- Sample and exercise files
- Refreshments (for classes conducted in Avantix Learning classrooms)
- Certificate of completion
- Follow-up email support
Course Topics
Getting Started with Power Pivot
- Overview of the capabilities of Power Pivot
- Understanding benefits of data models
- Enabling Power Pivot in Excel
- Creating a pivot table using the Data Model
Understanding the Parts of the Power Pivot Window
- Displaying the Power Pivot window
- Examining the Power Pivot Ribbon
- Moving between Excel and Power Pivot
Loading Data into Power Pivot
- Loading / importing data into Power Pivot
- Data sources supported in Power Pivot workbooks
- Loading data into Power Query to use in Power Pivot
Working in the Power Pivot Window
- Renaming tables
- Moving tables
- Renaming and moving columns
- Hiding columns
Refreshing Data in Power Pivot
- Refreshing in Power Pivot when data is updated
Creating Relationships
- Viewing tables in Diagram View
- Understanding primary keys and foreign keys
- Naming conventions for Power Pivot tables
- Creating relationships between tables
- Moving between Data View and Diagram View
Creating Pivot Tables from Power Pivot
- Creating pivot tables from Power Pivot data
- Adding fields from related tables in pivot tables
- Inserting slicers to filter pivot tables
- Refreshing pivot tables and pivot charts
Getting Started Creating Calculations Using DAX
- Basic concepts in DAX (Data Analysis Expressions)
- Creating DAX formulas
- Types of operations you can perform with DAX
- DAX functions compared to Excel functions
Creating Calculated Columns
- Creating calculated columns in Power Pivot
- Referencing fields
- Referencing tables and fields in calculated columns
- Renaming columns
Creating Calculations Using Measures
- Creating measures in Power Pivot to summarize data
- Using the Measures Grid
- Creating measures in Excel
- Editing measures in Excel
- Using implicit vs explicit measures in pivot tables
- Editing or renaming a measure in Excel
- Deleting a measure
- Using key DAX functions such as CALCULATE
Creating Key Performance Indicators (KPIs)
- Creating KPIs (key performance indicators) to visually display performance levels
- Setting a base value, target value and status thresholds
- Ensuring KPI icons display
- Editing KPIs
Working with Dates and Date Tables
- Understanding the importance of date tables in Power Pivot
- Creating a dimension date table in Power Pivot
- Creating a relationship between a dimension date table and a fact table
- Updating a date table
- Using dates in a pivot table created using Power Pivot
Register Now for a public course at our downtown Toronto location at 1 Yonge Street, Suite 1801 (Toronto Star Building), Toronto, Ontario, Canada.
Do you need more information? Contact us!
To request this page in an alternate format, contact our staff.
*Prices subject to change
Our instructor-led courses are delivered in virtual classroom format or at our downtown Toronto location at 18 King Street East, Suite 1400, Toronto, Ontario, Canada (some in-person classroom courses may also be delivered at an alternate downtown Toronto location). Contact us at info@avantixlearning.ca if you'd like to arrange custom instructor-led virtual classroom or onsite training on a date that's convenient for you.
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Custom training (Onsite or Online in Virtual Classroom)
Register now for a public course or contact us at info@avantixlearning.ca for more information about any of our courses or to discuss custom training options (virtual classroom or in-person in live classroom).
FIND THE BEST EXCEL COURSE FOR YOUR NEEDS >
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Microsoft Excel: Introduction to Power Query (Get and Transform Data)
Microsoft Excel: Intermediate / Advanced
Microsoft Excel: Data Analysis with Functions, Dashboards and What-If Analysis Tools
Microsoft Excel: Introduction to Dynamic Arrays
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