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Excel – Power Query and Power Pivot

Excel – Power Query and Power PivotEleanor Bruce2023-02-23T11:43:17+00:00
  • Overview

  • Objectives

  • Content

  • Book

  • Overview

Duration: 1 day (6.5 hours)

Within Excel you have some powerful features to enable you to connect and analyse multiple data sources. Power Query enables you to import and manipulate your data, Power Pivot enables you to connect multiple data sources and create pivot tables and pivot charts from them.

This course is an introduction to Power Query and Power Pivot in Excel to get you started on creating a powerful reporting capability.

Knowledge of working with Excel workbooks and relational databases would be an advantage.

  • Objectives

By the end of the course you will be able to:

  • Import data from multiple data sources
  • Edit and transform data before importing
  • Add extra columns of data
  • Append data
  • Merge data from other tables
  • Create data models
  • Build data relationships
  • Build Pivot Tables
  • Build Pivot Charts
  • Use Slicers and Timeline Filters
  • Content

Importing Data

  • Data sources
  • Importing data

Transforming Your Data

  • Editing your data
  • Setting data types
  • Removing columns/rows
  • Choosing columns to keep
  • Setting header rows
  • Splitting columns

Append Queries

  • Appending data from other tables

Adding Text

  • Columns from example
  • Custom columns
  • Conditional columns

Merge Queries

  • Setting up and using merge queries
  • Merging in columns of data

Creating a Data Model

  • The data model
  • Multiple data tables
  • Connecting tables
  • Building relationships
  • Relationship types
  • Building visuals from multiple tables

Analysing Information Using Pivot Tables

  • Creating and modifying a Pivot Table
  • Recalculating the Pivot Table
  • Filtering the Pivot Table
  • Searching the Pivot Table
  • Drilling down to underlying data
  • Customising field names
  • Changing field formatting

Pivot Charts, Slicers, and TimeLines

  • Creating Pivot Charts
  • Adding and using Slicers
  • Book

Click here to view next available dates and complete booking request.

Please email training@underscore-group.com if you would like to discuss the course before booking or to discuss bespoke programme options.

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