Excel Module 5 – Excel Power BI

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Course description

Harness the power of Excel’s new Power BI Tools.  Use the new features of PowerPivot, Power Query, Power View and Power Map and the desktop version to do things that could not be achieved in previous versions of Excel such as creating pivot tables on multiple data sources where you are no longer limited to the million rows of a worksheet.

Is it right for me?

This course is aimed at experienced users of Excel who need to get more out of the new Power BI tools available to support in more effective business analytics and creating dashboards for easy to read summary information.

This course is only available in Excel 2013 and 2016.  Although some of the tools can be downloaded for Excel 2010 it will not give you the full functionality.

What will I get out of it?

By the end of the course you will be able to:


  • Create a data model in Excel
  • Create a data model in PowerPivot
  • Import or link data from multiple sources
  • Format and transform data ready to use in PowerPivot using Power Query/Get & Transform
  • Use the DAX function used in PowerPivot
  • Create calculated columns, measures, hierarchies and KIPs
  • Use data functions
  • Use PowerView and 3-D maps in Excel
  • Use the Power BI Desktop application

What does it cover?

  • Review of pivot tables
  • Appy grouping
  • Summarise data by showing values in different ways
  • Create calculated fields
  • Create calculated items
  • Use slicers
  • Connect slicers to multiple pivot tables
  • Use the data model to link multiple tables
  • Understand the workflow within PowerPivot
  • Navigate within PowerPivot
  • Connect to an SQL database
  • Import from Excel
  • Import tables from Word
  • Import tables from web pages
  • Use existing data connections
  • Create relationships between tables
  • View relationships
  • Filter and hide columns
  • Filter rows
  • Rename tables and columns
  • Edit a query
  • Transform data
  • Change data types
  • Create calculated columns
  • Use the RELATED function
  • Use the BLANK function
  • View implicit measures
  • Create and use measures
  • Check and validate formulas
  • Create KPIs using measures
  • Customise and display KPIs
  • Create hierarchies
  • Use the CALCULATE function
  • Use the VALUES function
  • Use the FILTER function
  • Use the aggregate functions - SUMX
  • Create separate calendar tables
  • Use a range of date functions
  • Use PowerView to create dashboards
  • Best practice in dashboard creation and structure
  • Charts to use and avoid
  • Use PowerMap to and 3-D maps to display data geograhpically
  • Create visualisations
  • Import custom visualisations
  • Publish reports
  • Custom visualisations

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