Microsoft Excel 2016 Power Pivot and Power View Training Course Outline

Audience:  This course is designed for experienced users of Excel Pivot Tables wishing to further their knowledge in Excel Power Pivot. Microsoft Power Pivot is a Microsoft Excel 2016 Add-in used for creating Business Intelligence (BI) reports based on large data sets inside the familiar environment of Excel Pivot Tables. Microsoft Power View creates visual reports from Excel data models. Both Power Pivot and Power View are only available in the Professional Plus editions of Microsoft Office.

Course Duration: 1 day

Course Availability: Monday – Saturday

Course Types: Group bookings, public courses, 1-2-1 sessions, bespoke tailored courses and office migrations.

Course Location: This Microsoft Excel 2016 Power Pivot and Power View training course can be delivered either at our London training venue or at your offices. 

Tailored Course Content: Course content can be customised to meet your specific requirements, with scheduled dates to suit you.

After completing this course, students will be able to:

  • Navigate the Power Pivot window
  • Specify source data for Power Pivot
  • Preparing data for analysis
  • Format data
  • Create Power Pivot Relationships
  • Enter Power Pivot Calculations using DAX
  • Create Key Performance Indicators (KPI’s)
  • Visualise data using Power View
  • Create Power View Charts and Maps

Course Outline

Module 1: Introduction to Power Pivot

  • Opening the Power Pivot window
  • Navigating the Power Pivot window
  • Exploring Power Pivot tabs and field list

Module 2: Source data for Power Pivot

  • Data sources and types supported by Power Pivot workbooks
  • Importing data
  • Adding tables to a Power Pivot model
  • Linking to Excel Tables

Module 3: Preparing data for analysis

  • Working with Tables and Columns
  • Filtering and Sorting Data
  • Creating Table Relationships
  • Creating calculations

Module 4: Formatting Data

  • Creating and deleting a table
  • Renaming a Table or Column
  • Setting the Data Type of a Column
  • Hiding and Freezing Columns
  • Sorting and filtering table data

Module 5: Power Pivot Relationships

  • Understanding Relationships
  • Creating Relationship between Tables
  • Viewing and Editing Relationships
  • Deleting Relationships

Module 6: Power Pivot Calculations

  • The Data Analysis Expressions (DAX) language
  • Creating formulas for calculated columns and measures
  • Using DAX operators
  • Review of DAX functions
  • Using relationships and lookups in formulas
  • Using aggregate functions
  • Using filters in aggregate functions
  • Recalculating Formulas

Module 7: Key Performance Indicators (KPI’s)

  • Defining a KPI
  • Creating the KPI calculation
  • Setting the icon style and threshold values
  • Editing a KPI

Module 8: Visualizing Data using Power View

  • Starting out with Power View
  • Creating Tables and Matrices
  • Creating Cards
  • Creating Tiles
  • Filtering Power View objects
  • Formatting Power View objects

Module 9: Power View Charts and Maps

  • Different types of Power View charts
  • Creating Chart multiples
  • Creating Power View Maps
  • Creating maps with multi-value series