fbpx
Free preview

Overview

Power Pivot Fundamentals course overview

This course provides step-by-step instructions for how to set-up a business intelligence dashboard in Excel using the Power Pivot add-on. You’ll learn the key functions and best practices for setting-up a dashboard. As you progress through the course, you’ll apply everything you’ve learned to a hands-on example using data we provide. By the end, you’ll walk away with everything you need to create your own dashboards in Excel—so you can analyze and present data, track KPIs, and create powerful time-period comparisons.

A dashboard being built in Excel

Power Pivot Fundamentals learning objectives

Upon completing this course, you will be able to:

  • Create a Power Pivot table by drawing data from several different tables
  • Develop simple calculated metrics with consistent formatting
  • Assemble multiple pivot tables, charts, and dimensions into a dashboard that provide us with different angles of analysis
  • Apply DAX formula language to create measures and columns
  • Manipulate context to calculate more advanced metrics
  • Utilize DAX Advanced Time Intelligence to create period comparisons and KPIs

Chapter 3 learning objectives

Who should take this course?

This Power Pivot course is perfect for professionals who have a solid understanding of excel and want to expand Excel’s business intelligence capabilities. This course is designed to equip anyone who desires to begin a career in business analysis—or other roles that requires displaying and analyzing data sets—with a fundamental knowledge of this core tool. 

As of 2020, Power Pivot functionality is not available for the Mac version of Excel. Because of this students must use Windows to complete this training.

Screenshot of the data relation view in Power Pivot.

Power Pivot Fundamentals is a required course of CFI’s BIDA™ program

This Power Pivot course is part of CFI’s upcoming Business Intelligence & Data Analyst (BIDA)™ Program. This program will cover all the basic, intermediate, and advanced topics about business intelligence, and data analysis. This program will teach you quantitative methods used in the finance and capital markets industry. It is ideal for students who want to learn how to analyze complex data. The program is completely online so you can take it at your own pace, from anywhere in the world.

Common career paths for students who take the BIDA™ program are Business Intelligence, Asset Management, Data Analyst, Quantitative Analyst, and other finance careers.

Students can sign up for updates and reserve a spot in the Business Intelligence & Data Analyst (BIDA)™ Program on the student dashboard. 

a finished dashboard with a time series.

Power Pivot Fundamentals

Get Started

Level 3

Approx 7h to complete

100% online and self-paced

Subscribe to get access to BIDA and other programs

From $497/year

Learn More

What you'll learn

Lesson
Multimedia
Exams
Files
Course Summary

Become a certified Business Intelligence & Data Analyst (BIDA)™ Certification

Power Pivot Fundamentals is part of the Business Intelligence & Data Analyst (BIDA)™ certification, which includes 21 courses.

Business Intelligence & Data Analyst (BIDA)™ Certification
  • Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
  • Career Prep Business intelligence analyst, data scientist, data visualization specialist

Path to certification

Prep courses

3 courses from beginner to intermediate level.

01 Optional

Core courses

13 courses from beginner to intermediate level.

02 Required

Elective courses

5 courses in advanced and intermediate levels.

03 Optional

Get certified

Submit your BIDA checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

Business Intelligence & Data Analyst (BIDA)™ courses are offered 100% online, allowing you the flexibility to start the Business Intelligence & Data Analyst (BIDA)™ program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (17 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (BIDA)™ Certification will be emailed to you.

What our students say

Power Pivot
The Power Pivot course really improved my reporting game.

Olashina Ayeni

Business Intelligence Power Pivot Course
It was a great course, very constructive and fairly easy to follow the instructions and exam.

Omar Dalmar Ali

Lots of good info.
The course was well structured and easy to understand. It contains a final powerpivot assessment, which covers most important lessons of the course.

Javier Guerra

Power Pivot Fundamentals
Great Course | Great Content | Great explanation | Challenging case studies

Romero Neijhorst

See more

Frequently asked questions

Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
No! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and help delve even deeper into the course concepts, please look into our free career resources library.
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function which allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
What is the price of the subscription?
All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.
What is included in the subscription?
All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.
More Questions?
Please Email us and we'll be happy to answer any of your questions!
0 search results for ‘