Advanced Excel: Power Query and Power Pivots

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BASA Facilitator

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Accounting and Finance

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  • Power Query: A must-have skill
    • Introduction to this new feature
    • Where does Power Query fit in the Power family!
    • Get and transform: Link your Excel to external other data sources
      • Excel files
      • Text files
      • Web
      • SQL
    • Creating and editing the Query
    • Get data from: Tables, files and folders
    • Power Query to clean up data
    • Practical examples:
      • UnPivotting reports
      • Working with nested column headers and merged cells
      • Naming, merging, splitting and removing columns
      • Filtering rows in different ways
      • Transforming and formatting data
      • Combining queries: Merge and Append
        • The different types of joining data
  • Advanced techniques in creating and customizing pivot tables
    • Number and cell format
    • Report layout
    • Calculation in value field
    • Grouping and un-grouping fields
    • Default and customized sorting and filtering
    • Sorting using custom list
    • Creating calculated field
    • Filtering using slicers and timelines
    • Connecting multiple pivot tables to one set of slicers
    • Customizing reports using the GetPivotData option
  • The world of PowerPivot
    • Benefits and drawbacks of PowerPivot
    • Merging data from multiple tables without using Vlookup
    • Creating better calculations using the DAX Formulas
    • Using DAX to create calculated fields
    • Calculate and Related functions

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