Duration
4 days
About This Course
This course is designed to teach the participant how to combine the functionality of Power View, PowerPivot, Power Query, and Power BI into graphs, charts, KPIs, reports, and other visualizations for use in their business. This course is lab example intensive. Besides, it also teaches how to use PowerPivot to access data sources, create relationships, use the PowerPivot DAX expressions and generate and format reports. You will also explore how PowerPivot workbooks can be integrated with SharePoint 2010.
Audience Profile
- Business analysts, business intelligence developers, and reporting professionals.
- Advanced Excel users, users that want to gain familiarity with PowerPivot to build compelling reports.
At Course Completion
- Navigate the Power View interface.
- Utilize Power View reports.
- Work with tables.
- Understand aggregations.
- Utilize matrix.
- Configure drill through.
- Use cards as a visualization.
- Apply filters.
- Create charts.
- Utilize tiles.
- Add slicers to reports.
- Utilize themes.
- Navigate the PowerPivot interface.
- Load data.
- Examine and configure relationships.
- Configure calculated columns are calculated fields.
- Create PivotTables.
- Understand and utilize DAX.
- Use KPIs.
- Work with hierarchies.
- Manage perspectives.
- Navigate the Power Query interface.
- Load data.
- Filter data.
- Merge datasets.
- Manage modifications.
- Perform data cleaning.
- Navigate the Power Map interface.
- Use Bing maps.
- Examine map data.
- Configure tours, scenes, and layers.
- Add time to a presentation.
- Navigate the Power BI interface.
- Utilize data sources.
- Understand querying with natural language.
- Explore every aspect of using Microsoft PowerPivot.
Course Details
Module 1: Course Overview
This module explains how the class will be structured and introduces course materials and additional administrative information.
Lessons
Introduction
- Course Materials
- Facilities
Prerequisites
- What We'll Be Discussing
Lab 1: Course Overview
- None
After completing this module, students will be able to:
- Successfully log into their virtual machine.
- Have a full understanding of what the course intends to cover.
Module 2: Power View
In this module, we will explore Power View and its capabilities, then briefly walk-through the types of reports available and how to format them.
Lessons
- Exploring the Power View Interface
- Visualizing Power View Reports
- Working with Tables
- Understanding Aggregations
- Utilizing Matrix
- Configuring Drill Through
- Using Cards
- Applying Filters
- Creating Charts
- Examining Tiles
- Adding Slicers to Reports
- Theming Reports
Lab 1: Power View
- Power View Interface
- Working with Tables
- Aggregations
- Matrix
- Drill Through
- Cards
- Filters
- Charts
- Tiles
- Adding Slicers to Reports
After completing this module, students will be able to:
- Navigate the Power View interface.
- Utilize Power View reports.
- Work with tables.
- Understand aggregations.
- Utilize matrix.
- Configure drill through.
- Use cards as a visualization.
- Apply filters.
- Create charts.
- Utilize tiles.
- Add slicers to reports.
- Utilize themes.
Module 3: PowerPivot
In this module, we will explore PowerPivot and its capabilities, then briefly walk-through the options available and how to configure them.
Lessons
- Exploring the PowerPivot Interface
- Loading Data
- Examining Relationships
- Configuring Calculated Columns and Calculated Fields
- Creating PivotTables
- Understanding DAX
- Utilizing DAX Functions
- Using KPIs
- Working with Hierarchies
- Managing Perspectives
Lab 1: PowerPivot
- Introduction to the PowerPivot Interface
- Importing Data
- Importing Large Datasets
- Importing Data with a Query
- Creating Relationships
- Creating a Cascading Relationship
- Hiding Columns, Change Data Type, Sorting, and Filtering
- Calculated Columns and Calculated Fields
- KPIs
- Hierarchies
- Perspectives
After completing this module, students will be able to:
- Navigate the PowerPivot interface.
- Load data.
- Examine and configure relationships.
- Configure calculated columns are calculated fields.
- Create PivotTables.
- Understand and utilize DAX.
- Use KPIs.
- Work with hierarchies.
- Manage perspectives.
Module 4: Power Query
In this module, we will delve into the benefits and features provided using Power Query. We will examine the options available within the ribbon, as well as explore and demonstrate importing, filtering, and merging data using Power Query.
Lessons
- Exploring The Power Query Interface
- Loading Data
- Managing Modifications
- Examining Data Cleaning
Lab 1: Power Query
- Getting External Data
- Data Filtering
- Merging Datasets
After completing this module, students will be able to:
- Navigate the Power Query interface.
- Load data.
- Filter data.
- Merge datasets.
- Manage modifications.
- Perform data cleaning.
Module 5: Power Map
In this module we will explore Power Map and its capabilities.
Lessons
- Exploring The Power Map Interface
- Using Bing Maps
- Examining Map Data
- Reviewing Map Types and Presentation
Lab 1: Power Map
- View Power Map in Action
- Geocoding
- Tours, Scenes, and Layers
- Adding Time
After completing this module, students will be able to:
- Navigate the Power Map interface.
- Use Bing maps.
- Examine map data.
- Configure tours, scenes, and layers.
- Add time to a presentation.
Module 6: Introduction to Power BI
In this module, we will explore the Power BI interface and walk-through the options available.
Lessons
- Introducing Power BI
- Explaining Excel and Power BI
- Examining Data Sources
- Querying with Natural Language
Lab 1: Introduction to Power BI
- Introduction to Power BI
- Data Sources
After completing this module, students will be able to:
- Navigate the Power BI interface.
- Utilize data sources.
- Understand querying with natural language.
Module 7: PowerPivot Introduction
In this module we take a look at the lessons of the module!
Lessons
- PowerPivot Introduction
Lab : Installing PowerPivot
- Install PowerPivot for Excel
After completing this module, students will be able to:
- Install PowerPivot for Excel
- Be able to navigate the PowerPivot windows
- Understand the new features of Excel 2010
Module 8: PowerPivot Data Sources
In this module we take a look at the lessons of the module!
Lessons
- Supported Data Sources
Lab : Loading Data Sources
- Load Data From SQL Server
- Load Data From Text Files
- Load Data via Copy and Paste
- Load Data via Data Feeds
- Load Data via Reporting Services
Lab : Cleaning Data
- Cleaning data in PowerPivot
Lab : Creating Relationships
- Create Relationship between Data Sources
After completing this module, students will be able to:
- Import various data sources into PowerPivot
- Understand how to clean imported data
Module 9: PowerPivot Functions
In this module we take a look at the lessons of the module!
Lessons
- PowerPivot Expressions
Lab : Create a Time Table
- Create a Time Table for future labs
Lab : Using DATE Functions
- Use DATE Function
- Use DATEVALUE Function
- Use the DAY, MONTH, YEAR, HOUR, MINUTE, SECOND Functions
- Use EDATE Function
- Use EOMONTH Function
- Use NOW and TODAY Functions
- Use TIME and TIMEVALUE Functions
Lab : Using TIME INTELLIGENCE Functions
- Use FIRST* and LAST* Functions
- Use DATE* Functions
- Use STARTOF* and ENDOF* Functions
- Use CLOSING* and OPENING* Functions
- Use LASTOF* and FIRST* Functions
- Use PREVIOUS* and NEXT* Functions
Lab : Using STATISTICAL Functions
- Use AVERAGE* Functions
- Use COUNT* Functions
- Use MAX* and MIN* Functions
Lab : Using VALUE Functions
- Use ALL, ALLEXCEPT and ALLNOBLANKROW
- Use CALCULATE, CALCULATETABLE
- Use DISTINCT
- Use EARLIER and EARLIEST
- Use FILTER
- Use REALTED, RELATEDTABLE
- Use VALUES
Lab : Using LOGICAL and INFORMATION Functions
- Use Logical Functions (AND, FALSE, IF, IFERROR, NOT, OR, TRUE)
- Use Information Functions (ISBLANK, ISERROR, ISLOGICAL, ISNONTEXT, ISNUMBER, ISTEXT)
Lab : Using TEXT Functions
- Use TEXT Functions
After completing this module, students will be able to:
- Be able to describe all the new PowerPivot Expressions
- Use and apply many of the PowerPivot Expressions
Module 10: Building Reports using PowerPivot
In this module we take a look at the lessons of the module!
Lessons
- PowerPivot Reports
Lab : Creating Reports
- Use PivotCharts
- Use Slicers
- Use Sparklines
After completing this module, students will be able to:
- Describe the different Report types in PowerPivot
- Be able to create Slicers and Sparklines for more engaging reports
Module 11: PowerPivot for SharePoint 2010
In this module we take a look at the lessons of the module!
Lessons
- Reports and Email
- PowerPivot for SharePoint 2010
Lab : Installing PowerPivot for SharePoint 2010
- Install PowerPivot for SharePoint 2010
- Configure PowerPivot for SharePoint
Lab : Configuring PowerPivot For SharePoint 2010
- Publish to SharePoint 2010
- Configure PowerPivot for SharePoint 2010
After completing this module, students will be able to:
- Describe the integration points between PowerPivot and SharePoint 2010
- Be able to publish and setup workbook data refresh in SharePoint 2010
Prerequisites
- Working knowledge of Excel
- General Excel and Report building skills.
Programme scope, delivery arrangements and suitability are confirmed during enquiry.