Advanced Excel: Power Query and Power Pivots - Virtual Learning

Advanced Excel: Power Query and Power Pivots - Virtual Learning

Overview
Why Attend

Though many professionals use Excel on a daily basis, Excel has many undiscovered functions that can increase productivity even further. In this course, we will explore one of the relatively new tools brought by Excel to help professionals in cleaning up and preparing data for further analysis and reporting: Power Query. In addition, we will cover many features of pivot tables which is the main reporting tool in Excel. We will also take a look at Power Pivots, another powerful tool in Excel which will put your pivot tables on turbo. While pivot tables have some limitations, Power Pivots can be used when you have significantly big data.

Course Methodology

Live online course where participants will be able to interact with instructor (video and audio), view slides, collaborate with others, comment on discussions, complete assessments, activities and case studies. 

Course Objectives

By the end of the course, participants will be able to:

  • Utilize Power Query to clean up and prepare data for reporting
  • Utilize pivot tables functions and calculations to generate a set of management and business analysis reports
  • Report and analyze big data using Power Pivots
Target Audience

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.

Target Competencies
  • Power Query
  • Practicing pivot tables
  • Working with PowerPivot
  • Reporting
  • Analyzing business data
Note
This is a hands-on training course using laptops. Participants are required to use their own laptops equipped with Excel 2016 or higher for the duration of the training.
Course Outline
  • 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 reports
      • 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
  • Advanced techniques in creating and customizing pivot tables
    • Number and cell format
    • Report layout
    • Calculation in value field
    • Grouping and un-grouping fields
    • Default and customized sorting and filtering
    • Sorting using 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
  • The 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
Schedule & Fees

Dates & fees

20 - 24 Sep, 2026
USD 3,300
20 - 24 Sep, 2026
USD 3,300
15 - 19 Nov, 2026
USD 3,300
15 - 19 Nov, 2026
USD 3,300
20 - 24 Dec, 2026
USD 3,300
20 - 24 Dec, 2026
USD 3,300
14 - 18 Feb, 2027
USD 3,300
14 - 18 Feb, 2027
USD 3,300
21 - 25 Mar, 2027
USD 3,300
21 - 25 Mar, 2027
USD 3,300
16 - 20 May, 2027
USD 3,300
16 - 20 May, 2027
USD 3,300
20 - 24 Jun, 2027
USD 3,300
20 - 24 Jun, 2027
USD 3,300
15 - 19 Aug, 2027
USD 3,300
15 - 19 Aug, 2027
USD 3,300
19 - 23 Sep, 2027
USD 3,300
19 - 23 Sep, 2027
USD 3,300
14 - 18 Nov, 2027
USD 3,300
14 - 18 Nov, 2027
USD 3,300
19 - 23 Dec, 2027
USD 3,300
19 - 23 Dec, 2027
USD 3,300

Fees + VAT as applicable

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