Advanced Excel - Power Query, Power Pivot and Macro

Created by LEC Team
Last updated Mon, 27-Mar-2023
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On top of that, we will cover several attributes of pivot tables which are the primary coverage device in Excel. We will additionally take a look at PowerPivot, one more effective device in Excel that will put your pivot tables on turbo. While pivot tables have some restrictions, PowerPivots can be used when you have substantially large information. The tail end of the program is devoted to automating your Excel reports and settlement using macros.

Educating Objectives

  • Apply crucial Excel features to prepare data for analysis making use of pivot tables
  • Create as well as personalize pivot tables to resolve and analyze accounts efficiently
  • Use Power Query to clean up and also prepare data for reporting
  • Make use of pivot table functions as well as estimations to produce a collection of administration and organization analysis records
  • Run macros to accelerate work and also make use of other innovative methods in data evaluation and also reporting
  • Report and evaluate large data utilizing PowerPivots

Day 1
Key functions to prepare data for pivot table reporting
  • Table format

  • Lookup functions

  • Text functions

  • Naming cells

Advanced techniques in creating and customizing pivot tables

  • Number and cell format

  • Report layout

  • Calculation in the value field

  • Grouping and un-grouping fields

  • Default and customized sorting and filtering

  • Sorting using a 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

Day 2
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 data

    • 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

Day 3
Analyzing disparate data sources with pivot tables

  • Utilizing pivot table wizard

  • Using an internal data model

  • Building pivot tables using external data sources

Day 4
The new 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

Day 5
Introduction to Macros: Let Excel do the work for you
  • Where you cannot use Power Query, use macros

  • Planning your macro

  • Creating and recording macros

  • Editing macros

  • Introduction to Visual Basic for Application (VBA)

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