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OnDemand Course

BI Reporting: Excel® Power Pivot and Power Query

Learn how Power Pivot and Power Query work together to provide Business Intelligence and reporting functionality.

Power Query and Power Pivot are two essential tools for anyone who needs to import, analyze, and manipulate large datasets in Excel®, allowing them to turn raw data into meaningful insights, resulting in better decision-making. In this session, we will cover the fundamentals of these powerful data analysis tools that are built into Excel®. Power Query is used to import, transform, and merge data from multiple sources, whilst Power Pivot is used to create relationships (i.e., links) between multiple data sources, allowing you to create pivot tables from connected datasets, removing many of the limitations and frustrations that users find with creating traditional pivot tables in Excel®. In this presentation, you will learn, using practical examples, how Power Pivot and Power Query work together to provide Business Intelligence and reporting functionality within the familiar environment of Excel® to provide you with better business insights and enable you to make more informed business decisions. This training is aimed at users of Excel® (2010 and above for Windows®) who wish to learn about Power Pivot and Power Query. Attendees should have at least intermediate knowledge of Excel® and be familiar with formulas and creating pivot tables. Power Pivot may not be available for your version of Excel®. If you are unsure whether this training is relevant for your version of Excel®, please check with your IT department or see this link: https://support.microsoft.com/en-us/office/where-is-power-pivot-aa64e217-4b6e-410b-8337-20b87e1c2a4b Users of versions of Excel® prior to 2016 will need to download and install the Power Query add-in. For 2016 and above, the functionality is built into Excel®.

Learning Objectives

  • You will be able to identify steps to import data into Excel.
  • You will be able to recognize how to sync imported data with source data.
  • You will be able to recognize the importance of the data model.
  • You will be able to identify steps necessary to create a Power Pivot.

68 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Import Data Into Excel® From Sources Such as Text Files, Webpages, and Databases

Avoid Excel's® Million-Row Limitation

Keep the Imported Data in Sync With the Source Data Using Just Two Clicks

Save a Ton of Time - Automate the Data-Cleaning Process

The Importance of the Data Model and How Power Pivot Is Used to Manage It

Creating Pivot Tables From Multiple Datasets

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on July 18, 2023.

Call 1-866-352-9540 for further credit information.

  • AIPB 1.0
     
  • This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.0
     
  • All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
     
  • CPE/NASBA - QAS Self Study 1.8 including Computer Software & Applications 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
     
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Mike Thomas

Mike Thomas

theexceltrainer.co.uk

  • UK-based IT trainer with a career spanning over 30 years
  • Has delivered thousands of courses and produced hundreds of written and video-based tutorials
  • Subject matter expert in a range of technologies with a primary focus and passion for Microsoft Office® , especially Excel®, on both the Windows and Mac platforms, and Power BI
  • A fellow of The Learning and Performance Institute
  • Has worked with, and for many global and UK-based companies, and organizations across a diverse range of industries which includes healthcare, pharmaceutical, and the public sector
  • Designs and develops Microsoft Office®-based solutions that automate key business tasks, and processes
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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Product ID: 410710
Published 2023
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