Excel Power Query and Power Pivot

Learn how to work with and connect multiple data sets to effectively analyse and report on data.

Course overview

Duration: 1 day (6.5 hours)

Within Excel you have some powerful features to enable you to connect and analyse multiple data sources. Power Query enables you to import and manipulate your data, Power Pivot enables you to connect multiple data sources and create pivot tables and pivot charts from them.

This course is an introduction to Power Query and Power Pivot in Excel to get you started on creating a powerful reporting capability.

Knowledge of working with Excel workbooks and relational databases would be an advantage.

Objectives 

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

  • Import data from multiple data sources
  • Edit and transform data before importing
  • Add extra columns of data
  • Append data
  • Merge data from other tables
  • Create data models
  • Build data relationships
  • Build Pivot Tables
  • Build Pivot Charts
  • Use Slicers and Timeline Filters

Content

Importing data 
  • Data sources
  • Importing data
Transforming data  
  • Editing your data
  • Setting data types
  • Removing columns/rows
  • Choosing columns to keep
  • Setting header rows
  • Splitting columns
Appending queries 
  • Appending data from other tables
Adding text 
  • Columns from example
  • Custom columns
  • Conditional columns
Merge queries 
  • Setting up and using merge queries
  • Merging in columns of data
Creating a data model 
  • The data model
  • Multiple data tables
  • Connecting tables
  • Building relationships
  • Relationship types
  • Building visuals from multiple tables
Analysing information using pivot tables
  • Creating and modifying a Pivot Table
  • Recalculating the Pivot Table
  • Filtering the Pivot Table
  • Searching the Pivot Table
  • Drilling down to underlying data
  • Customising field names
  • Changing field formatting
Pivot charts, slices and timelines
  • Creating Pivot Charts
  • Adding and using Slicers

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