Introduction to Power Pivot

Course overview

What you will learn

On this one-day introductory Power Pivot course, you will learn:

• The benefits of using the Power Pivot tool and how it links to other Microsoft tools such as Power Query and Power BI
• How to analyse, visualise and report on large amounts of data
• How to join data from more than one table in order to analyse it, instead of using VLOOKUPs or having one large list that duplicates data

Course timetable

Introducing Power Pivot

• The benefits of Power Pivot
• Installing the COM add-ins for Power Pivot and related tools
• Importing Data from different sources such as databases, text files, and Excel spreadsheets
• Linked data and adding data
• Switching views – between Data View and Diagram View
• Basic tools and navigation in the Data Model
• Naming tables
• Creating, naming and deleting tables
• Formatting tables
• Sorting and filtering
• Creating a relationship between two tables
• View, delete and edit relationships

Pivot Tables

• Create from inside Power Pivot vs via Insert Tab in Excel
• Normal
• Flattened
• Quick Explore
• Slicers
• Pivot Charts

Calculations

• Calculated Columns
• Measures
• Totals
• Count Rows
• Distinct Count

Date and Time Functions

• Date table – adding to the Data Model
• Linking to other tables
• Month to Date Measure
• DATEADD – Last Year
• Power View – a brief introduction
• If there’s time: Year to Date, KPIs

This course can be delivered in the classroom or remotely via Zoom. Contact us for availability and pricing.

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of four 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy's HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

Mac Users

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

If you have any questions or concerns, our friendly team are available Monday to Friday, 9am to 5pm. You can leave a message on 020 7375 7300 or email us at hello@happy.co.uk.