Nowadays, the volume and complexity of the data that almost every company works with is growing rapidly. In this regard, the question of a business analysis tool (Business Intelligence, BI) is more acute than ever.
Microsoft Excel is one such tool. Not the only one, but certainly the most popular. We can confidently say that every analyst is familiar with his pivot tables. However, "classic" pivot tables have certain limitations, which sooner or later become a critical task to overcome. The Power Pivot add-in and the DAX language are designed to solve this problem. This training is dedicated to their study.
Important! In Power BI Desktop, the data model is built almost the same way as in Power Pivot. Power BI Desktop also uses the DAX language. Therefore, for those who plan to study power bi in the future, this training course will be especially useful.
After completing this course, students will be able to:
- download data from different sources (text files, Excel workbooks, databases, etc.) and link them together, forming the so-called data model.
- extend the data model by creating calculated columns and measures in DAX, which enable you to perform calculations that are not possible in "regular pivot tables" or using regular Excel formulas.
- build pivot tables and charts using a data model as a data source, i.e. operating not one, but several related tables.
Audience Profile
This course is designed for professionals who work with large amounts of data and want to extend the capabilities of Excel using Power Pivot and the DAX language.
Primary audience:
- Analysts – for effective data analysis and creation of flexible reports.
- Financiers and economists – for building complex financial models.
- Accounting and audit specialists – for fast processing of data from different sources.
- Marketers and sales managers for detailed analysis of market data and forecasting.
- IT professionals and BI analysts - as a first step to a deeper understanding of Power BI.
- Database managers and administrators – to work with data without the need for complex SQL queries.
- Beginner programmers - to master data modeling concepts and working with DAX.
This course will be useful for those who:
- Already working in Excel and using pivot tables, but encountering their limitations.
- Strives to learn how to create relationships between tables and build full-fledged data models.
- Wants to automate calculations using the DAX language and prepare to learn Power BI.
Before attending this course, students must have:
- experience in Windows and MS Excel
- good skills in Excel (sorting and filtering data, subtotals, VLOOKUP, smart tables, pivot tables and charts)
- experience in Access preferred
1. Working with the data model using the add-in Power Pivot
- Power Pivot add-in, its purpose and usage environment
- The concept of a data model, its structure and principles of construction
- Obtaining data from various external sources (Access databases, text files, Excel tables, etc.)
- Relationships between tables. Relationship types. Star and snowflake data model schemas . Reference tables (dimension) and fact tables
- Setting up and configuring relationships between tables
- Creating and Using Date Tables
- Creating Hierarchies
- KPI settings
- Custom sorting
2. DAX language and its use in Power Pivot
- The concept of the DAX language, its purpose and environment of use
- Concept: Row context and filter context
- Calculated columns and measures (calculated fields)
- Creating calculated fields. Some functions for processing texts, numbers and dates.
- Creating simple measures. Functions SUM, AVERAGE, MIN, MAX, DISTINCTCOUNT, COUNTROWS
- RELATED, IF, DIVIDE, BLAN K functions
- Functions CALCULATE, ALL, ALLSELECTED, HASONEVALUE, FILTER
- Using Unrelated Tables
- Working with dates. Calculating accumulated totals. Functions CALENDAR, FORMAT, YEAR, MONTH, DAY, DATESYTD, DATESQTD, DATESMTD, DATEADD, DATESBETWEEN, ENDOFMONTH, LASTNONBLANK, FIRSTDATE, LASTDATE and others.
3. Visualize data model data using pivot tables and charts.