Name: Power Pivot Fundamentals
Rating: 4.94 (114 reviews)

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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

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 require 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.

Screenshot of the data relation view in Power Pivot.

a finished dashboard with a time series.

Power Pivot Fundamentals

Led by Sebastian Taylor

Get Started

Level 3

Approx 7h to complete

100% online and self-paced

Get Recognized With CFI

See All Certification Programs

What you'll learn

Lesson

Multimedia

Exams

Files

Getting Started

Introduction to Power Pivot Free Preview

Course Objectives Free Preview

Downloadable Files

Installing Power Pivot Free Preview

Overview of Course Files Free Preview

A Basic Data Model

A Basic Data Model Objectives Free Preview

Case Study Overview Free Preview

Tables in Our Data Model Free Preview

Database Normalization Free Preview

Database Normalization (cont.) Free Preview

Multiple Dimensions

Opening the Starter File

Importing Sales Data

A Quick Tour of Power Pivot

A Basic Pivot Table

Creating a Relationship

Types of Relationships

A Review of Our Pivot Table

Adding a Slicer

Basic Measures

Basic Measures Objectives

Opening and Refreshing the Partially Completed Course File

Two Common Problems When Refreshing Data

Creating an Explicit Measure

Hiding Columns from the Excel View

Creating a Calculated Column for Store Size

Updating the Dashboard and Slicer

Calculating Margin Dollars

Calculating Sales with SUMX

Comparing Methods of Creating Measures

Calculating Margin %

A Closer Look at DAX

More Examples of Context

Student Task

Student Task Review

Expanding Our Dashboard

Expanding Our Dashboard Objectives

Copying Pivot Tables

Adding the Product Dimension

Adding a Third Pivot Table for Brands

Formatting Measures

Managing Multiple Slicer Connections

The Datetime Dimension

Tidying the Diagram View

Creating a Pivot Chart

Creating a Slicer to Chart Connections

Removing Autosizing Based on Slicer Selections

A Couple of Points on Chart Formatting

Changing the Sort Order of Months

Adding a Timeline

Student Task

Student Task Review

DAX Across Relationships

DAX Across Relationships Objectives

Setting up the Basics of the Store Performance Dashboard

Linking Slicers Between Report Pages

The Manager Dimension - Dealing with Duplicates

Setting up the Manager Pivot Table

Calculating Sales per Day

Importing the Commission Table

Accounting for Commission $

When RELATED Doesn't Work

Advanced Sort and Pivot Layout

DAX Advanced Functions

DAX Advanced Functions Objectives

Head Rest Brand Sales Strategy

DAX Context - Calculating % of Total

Calculating % of Total in DAX

Calculating % of Total in DAX (cont.)

Caution with % of Total

Manager Sales % of Total

Using Variables in DAX Formulas

ALL vs. ALLSELECTED

Narrowing Context

Calculating Promo Sales Using CALCULATE Conditions

A Recap of CALCULATE and Context Modification

Wrapping Up

Student Task

Student Task Review

DAX Time Intelligence

DAX Time Intelligence Objectives

Introduction to Time Intelligence

Using SAMEPERIODLASTYEAR

Calculating Sales Growth vs. Previous Year

Dealing with Sales Growth Errors

Adding Sales Growth to the Business Overview

Margin Growth vs. Last Year

Calculating Sales per Day YTD

Communicating Key Messages

Using KPIs to Communicate Key Messages

Using Conditional Formatting to Communicate Key Messages

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA)® Certification

Power Pivot Fundamentals is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 39 courses.

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

Business Intelligence & Data Analyst (BIDA)® Certification

Power Pivot Fundamentals is part of the Business Intelligence & Data Analyst (BIDA)® certification, which includes 32 courses.

Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
Career Prep Business intelligence analyst, data scientist, data visualization specialist

Learn More

Data Analysis in Excel Specialization

Skills Learned Data Modelling & Analysis, Data Transformation, Data Visualization
Career Prep Data Analyst, Business Intelligence Specialist, Data Scientist, Finance Analyst

Learn More

Business Intelligence Analyst Specialization

Skills learned Data Transformation & Automation, Data Visualization, Coding, Data Modeling
Career prep Data Analyst, Business Intelligence Specialist, Finance Analyst, Data Scientist

Learn More

What our students say

Thanks CFI for this foundation knowledge to Data Analytics
i feel more confident in the use of some advance functions like creating my own explicit measures and slicing of data over period of time.

Julius Anuolu Oloyede

Great course to explore Power Pivot
Great way yo learn how to master Power Pivot!

Francisco Garcia Soria

Must-take Power Pivot Fundamental course
Well-structured course, easy to follow, applicable to daily finance tasks

Wang Mei Choi

Overwhelming knowledge
Outstanding for all the sections

Isaac Arthur

Strong and effective material
Strong and effective material

Marco George Saad

My Excel Upgrade
With practical application of the course guide i am now more confident of my data analytic skill with excel.

Oyewale Michael Olayiwola

easy to understand
presented in a way that is easy to understand for every individual

PAUL NGUTI KAVEVO

Great Course.
I believe the power tools, i think it's deserve to hold.

Hossam Tammam

Insightful Course - time saving
Power Pivot is clearly explained. Making use of data from different tables and applying DAX measures to develop reusable metrics across dashboards. I like how time comparison is applied using the DAX time intelligence, insightful demonstration through KPIs, and the metrics created.

Linda Etuhole Nakasole

The best experience.
I would encourage even others to attend to it.

NYINAWUMUNTU Valentine

Mastered Powerpivot easily
After failing on youtube videos would not expect to master powerpivot and powerBI so easily.

Kumbukani Nyemba

Challenging
but its worth the the stress, time and energy

Mary Ediete

Power experience
Power pivot is a great tool for generating great business insights and this is just the fundamentals? wow

VICTOR KAKANU

power pivot fundamentals
Great practical illustrations

Lucy Mumbua

Super Practical
I love the fact that I can implement immediately at my work place. That's real value for me and my team.

Martin Kiraguri, CPA

Awesome
Great learning experience

Charles Awematu Azakem

Excellent training course
Excellent course that allows one to master PowerPivot skills by creating data models, relationships with multiple dimensions, and creating advanced DAX functions including time intelligence.

ZAIN SYED

moving
moving towards a great future

Mojisola Mary Ogunsetire

Blessed
I love the challenge and I love the experience.

OPEYEMI OLALEYE

Hands on Training at My Own Pace
I have learned so much from CFI courses that are useful in my daily work and in progressing my career. It suits me to train at my own pace.

David Aldred

Ready to Power Pivot
In fact, this course has improved my working with excel, I'm ready and confident in my next task now.

DIVINE ALLOTEY

Amazing...
So much knowledge and practical skills, I really appreciate it.

Caswell Nofuma

I am enjoying it
worth taking if you want to scale

Peter Lugalia

Eye opening
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Henry Ibiam

Great
Love the way course is taught

Jyotkaran Gill

Awesome and Interesting
All thanks to CFI, learning Power Pivot become so easy and interesting

Nasiru Halimah

VERY INFORMATIVE
Very informative and transformative

FAITH OSORO

great
not easy to pick information

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Enlightening
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POwER PiVOT
Exceptional presentation and analysis tools for managers

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Great experience
Good learning platform

Joseph Tettey Nartey

Great fundamentals
Great learning experience

CHRISTIAN NWACHUKWU

Wonderful
It was time taking with plenty practice

Innocent Imhanrenezor

Great
Comprehensive course

Mutiat Sode

great Learning
It was educative learning Power Pivot Fundamentals with CFI

kehinde olajide

SUPER
Very self explanatory

Folorunsho Shodunke

Boost your Pivot Table knowledge to a highest level
It is time to know what business intelligence is

Ziad Qasqas

Exciting
Be committed to learn

Nkeiruka Okoro

Engaging
The course was engaging

Olusegun Akinlolu

Fabulous
It was very educative

Micheal Ogunlana

its an amazing experience learning new skills
i love the fact that all the wanted skills are being provided to me by the best institute

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Loved it!
I've learned a lot and I appreciate the progress I'm making.

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Power Pivot
I have gotten a practical experience of power pivot

Charlester Serwaah Ahenkorah

it really gives me financial ability
CFI helps me to be both a data analyst and financial analyst at the same time.

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Fantastic
Very revealing course contents

Innocent Nduaguba

It's a ride you won't forget

Ayella Anthony

Rich and Robust course
The modules were well explained with relevant examples and exercises.

Adesola Dosumu

excellent
thank you ALX AND CFI

Bernice Maureen Osimheoaghue Otono

Thank You
I Love the high-quality courses.

ABDELMOUNAIM HNIOUA

It's well explanatory
The course is well explanatory and the videos offers a nice practical option.

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Struggling
It is too Struggling

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P Pivot- Detailed but Effective
It might take you a while to get through but you'll have learnt a lot at the end of it.

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amazing
the course and tutor were amazing

NKEMDILIM ADAORA OKAFOR

Bosting of Advanced Excel Proficiency
I happy to get this privilege

Frederick Osei Kuffour

Brief & Easy to Follow
Brief & easy to follow

Amanuel Gebissa

Adds more processing power to Excel
A good ad in for more processing power in Excel especially for that deal with large data.

Kayawe Makimba

more skill learnt
i appreciate Alx and will recommend this course to freinds

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This course is very important especially in the modern world of big data.CFI should continue equipping us with these unique skills

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I feel like a king.
On my way to becoming a world class data analyst. This course is well designed and delivered. Exceeds my expectations

Lucious Suwedi Pawa

the content is absolutely amazing and well structured .
The courses are very good , I really enjoyed them . But i wish there were more capstone projects in order for us students to practice more and to enhance the new skills that we accomplish from each course .

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Practical work skills in learning
CFI is providing practical work skills and experience right in school or learning place.

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Very Engaging
"wueeeh!" Only Kenyans will understand this remark.

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Learning Content
The learning content are great

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Fascinating learning new stuff
Don't miss out on these skills.

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Great experience
I will recommend the course

Oluwatoyosi Kayode

This is PowerPivot explained to make you a Pro

Henry Kigucia

Informative
The modules are very educative and informative. However, more time is needed to adequately cover the course materials and interact with it for better understanding.

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Interesting
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JULIET OFFIAH

Intentional
The instructor presented the course with the student in mind.

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Learning about DAX for the first time was a very thrilling experience.

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Power Pivot Fundamentals
Needs more practice and skills to adapt

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Interactive
You get the most out of it if you practice alongside the instructor

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Wonderful
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Oluchukwu Eucharia Ugbana

Give it all to CFI
Best, well coordinated with word class tutors.

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Tasking
Required a lot of effort.

Kevin Macharia

Keep Learning
Dear learners, please give clear and deep attention if you want to learn more advanced skills from the course. The course is more intense and needs your practice. If you don't practice the exercises, you will not get the point why CFI is providing this advanced courses for learner like you.

Atinafu Asefa

power pivot Fundamental
step by steps well understood

Joseph Eroh

The teaching technique adopted makes the course more easier to understand.
Very interesting and educative.

Opeyemi Olaoluwa

Exquisite
Very different and expalanatory enough

Bello Oluwapelumi Sunday

Calculate
All vs Allselected was nice.

Jose muriithii

Another New Skill Baged
The harder the journey, the more knowledge and skill I acquire, I am grateful.

Godfred Kwame Ankapong

great
would encourage this course

RICHARD EDWARD OSEI

Great session
Love the intro ,the set up and the audible impact

John Abass

Easy to understand
Very easy to understand

Olufade Ayodeji

Great
Please be serious else you'll get stack

Evans Makori

It was a great experience.
Highly recommended course

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Power Pivot
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Good learning experience
Good learning experience

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"Easy but not easy to learn..." Alberto was right 😁

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I am now far much better than I was many years ago, as I have more skills without any strugle

Njabulo Petros Mdunge

Complex
Needs a lot of practice

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Power pivot is not difficult.
Like all things Power pivot just needs practice and it becomes easy to understand.

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An interesting experience
Now I understand how to use time intelligence with my reports.

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Amazing experience
Well explained class

Stephen Akinosi

Excellent experience of learning new IT tools.
Excellent experience of learning new IT tools.

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Great Content
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Excellent
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Truly profound
Got to understand what PowerPivot really is and how I can apply it to my daily work life.

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Truly profound
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Samuel Mbogo

Time management

Scholastica Shall

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