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PowerPivot Training: Introduction to PivotTable and PowerPivot for Excel 2010

Course Number: MSBI-110
Duration: 2 days
view course outline

PowerPivot Training Overview

Accelebrate's PowerPivot Training: Introduction to PivotTable and PowerPivot for Excel 2010 training teaches attendees how to create charts and use PivotTables and PowerPivot to prepare data summaries and cross-tabulations that span multiple sources.

Location and Pricing

Most Accelebrate courses are delivered as private, customized, on-site training at our clients' locations worldwide for groups of 3 or more attendees and are custom tailored to their specific needs. Please visit our client list to see organizations for whom we have delivered private in-house training. These courses can also be delivered as live, private online classes for groups that are geographically dispersed or wish to save on the instructor's or students' travel expenses. To receive a customized proposal and price quote for private training at your site or online, please contact us.

In addition, some courses are available as live, online classes for individuals. See a schedule of online courses.

PowerPivot Training Prerequisites

All attendees must have prior knowledge of Excel 2010.

Hands-on/Lecture Ratio

This Excel 2010 training class is 60% hands-on, 40% lecture, with the longest lecture segments lasting for 25 minutes. Students "learn by doing," with immediate opportunities to apply the material they learn to real-world problems.

PowerPivot Training Materials

All attendees receive comprehensive courseware and a related textbook.

Software Needed on Each Student PC

  • A full installation of Microsoft Office 2010 (or at least Excel 2010)
  • PowerPivot version 2 for Excel 2010
  • Please contact us for detailed setup instructions if you have purchased this class.

PowerPivot Training Objectives

  • Create, format, and customize PivotTables
  • Use calculations in PivotTables
  • Create PivotCharts
  • Create, format, and enhance charts
  • Manipulate PowerPivot data
  • Create and distribute PowerPivot Reports
  • Use DAX Functions in PowerPivot

PowerPivot Training Outline

  • Overview
  • Data Visualization Overview
    • Excel
    • PowerPivot
    • PowerView
    • SQL Server Analysis Services
  • PivotTable Basics
    • Setting up the PivotTable
    • Rearranging PivotTables
    • Updating PivotTable Data
    • Strategies for Refreshing External Data in a PivotTable
    • Creating an Excel Table from a PivotTable View
    • Filtering & Sorting Data
    • Sorting Data
    • Filtering Data
    • Formatting PivotTables
    • Using TableStyles
    • Changing Field Names
    • Number Formatting
    • Clearing Report Data
    • Changing PivotTable Layout
    • Grouping Data
    • Collapsing & Expanding View
    • Grouping Fields
  • Using Calculations in PivotTables
    • Comparisons & Total Options
    • Changing Total Options
    • Value Comparisons
    • % Row or Column Comparisons
    • Running Total
    • % of Total
    • Calculated Fields & Items
    • Creating a Calculated Field
    • Creating a Calculated Item
    • Removing Calculated Fields & Items
    • Combining Multiple Data Sources in a PivotTable
    • Accessing the PivotTable Wizard Button
    • Creating a Multiple Data Source PivotTable
  • Advanced PivotTable Formatting & Charts
    • Formatting PivotTables
    • Applying a Design Style
    • Conditional Formatting
    • Additional Conditional Formatting
    • PivotCharts
    • Creating a PivotChart
    • Using PivotChart Filters & Formatting
    • Updating the PivotTable and PivotChart
  • Creating Charts
    • Understanding Single vs Multiple Series Charts
    • Creating & Modifying a Chart
    • Creating a Chart
    • Modifying with the Design Tab Options
    • Modifying with the Layout Tab Options
    • Modifying with the Format Tab Options
    • Additional Chart Formatting
    • Modifying Charts Using Themes
    • Creating a Chart from Non-Consecutive Data
    • Drop-Lines and Axis Formatting
    • Using Shapes for Chart Series
    • Using Pictures for Chart Series Using Shapes for Chart Callouts
  • Specific Chart Types and Techniques
    • Analysis Tools
    • Up/Down Bars
    • Using another Series to Highlight Chart Data
    • Trending Tools
    • Adding Trend lines
    • Using Secondary Axis
    • Highlighting Relationships & Differences with Charts
    • Doughnut Charts
    • Sub-Pie Charts
    • Paired Bar Charts
    • Radar Charts
  • Getting Started with PowerPivot
    • Explore the PowerPivot Application
    • Import Data from Various Data Sources
    • Refresh Data from a Data Source
    • Create Linked Tables
  • Manipulating PowerPivot Data
    • Organize and Format Tables
    • Create Calculated Columns
    • Sort and Filter PowerPivot Data
    • Create and Manage Table Relationships
  • Creating PowerPivot Reports
    • Create a PivotTable
    • Create PivotCharts
    • Filter Data Using Slicers
    • Present PivotTable Data Visually
  • Distributing PowerPivot Data
    • Protect Reports
    • Save Reports in Different File Formats
  • Using DAX Functions in PowerPivot
    • Manipulate PowerPivot Data Using DAX Functions
    • Extract Data from Tables Using Functions
    • Work with Time Dependent Data
  • Working with Additional DAX Functions
    • Common Functions
    • Date and Time Functions vs Time Intelligence Functions
  • Conclusion