Excel Power Pivot – Take PivotTables to the Next Level
This course focuses on using Excel Power Pivot features to
enhance data analysis. One of the strengths of Power Pivot is the formula
language DAX (Data Analysis eXpressions). We will spend considerable time using
the power of DAX to create meaningful calculations that add new dimensions to
We will also review the use of a date or calendar table that
allows us to perform date analysis that was never possible before. This will
allow us to use the new time-intelligent functions to perform complex calculations
on our data such as: month-to-date, quarter-to-date, year-to-date, last year
same period, last year-to-date, etc. We will also demonstrate the hottest tips
Although our focus will be on using Power Pivot, we will
review some of the other Power BI Tools including: Power Query (Get &
NOTE: If you want to apply the concepts presented, you will
need Excel 2013 or 2016 and the Power Pivot add-in pre-installed.
Upon completing this course, you will … * Understand the various Power BI tools available in Excel * Know how to use Power Pivot to take your data analysis to the next level * Create measures that you we unable to do in regular PivotTables * Analyze date-based data in many new ways * Build interactive visuals to present your data analysis
The key topics that will be covered in this course include * Introduction to Excel Power BI Tools * Loading data into Power Pivot using data modeling * Creating "measures" using DAX functions and formulas * Using a date table to create time-intelligent measures * Building visuals using Power BI Desktop and Power BI Services
Who Should Attend
All CPAs and Accounting Professionals that need to analyze data using Excel
Thorough understanding of PivotTables. ALSO, if you wish to follow along, you MUST install the Power Pivot add-in prior to class. See link in Program Content section.
Install the Power Pivot add-in prior to class.
Additional Event Information
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CPE Select Pass Policies
The CPE Select pass is available only for NCACPA members and the price is applicable for an individual user. The pass includes access to on demand and webinar programs, but excludes webcasts, “hot topic” webinars, and on demand Ethics programming. All eligible programs for the CPE Select pass will be marked in the online catalog and in promotions. Licensed CPAs who elect the student membership status must provide proof of enrollment in an advanced degree.
The CPE Select pass grants unlimited access to qualifying webinars and on demand programs on a calendar-year basis. Early bird pricing runs January 1 through June 30, and regular pricing runs July 1 through December 31.
We anticipate a spike in webinar activity later in the calendar year, and NCACPA is not liable for third-party service outages that may occur. Please plan your CPE before 12/31 to avoid any unforeseen technology issues.
Test Your System
You may test your system by clicking here. Please test your system to ensure you have the proper components installed.
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