Excel Dashboarding and Reporting with Power Pivot
9:00am - 4:30pm
You will learn how to build dashboard solutions in Excel and Power Pivot. The main goal of building anything in Excel is to display information form one or serveral "raw" data sources, either for your own use or to report the information to someone else. When communication data, it's important to think about how to show and visualize the relevant information in an effective way.
AUDIENCE AND PREREQUISITES
In this course you will learn real examples and investigate how to visualize information in an effective way, using some basic principles.
Dashboards should communicate the information you know the user needs very clearly at a level that is actionable and recognizable. You will learn how to design and create a dashboard.
Excel provides Power Pivot to help you organize, manipulate, and report on your data in the best way possible.
Students taking this course are experienced Excel users who are seeking to advance their data analysis capabilities by using Power Pivot.
To ensure your success in this course, you should have experience working with Excel 2013 and PivotTables. You should already understand spreadsheet concepts and be comfortable creating and analyzing basic PivotTables. You can obtain this level of skills and knowledge by taking the following courses:
Microsoft® Office Excel® 2013: Part 1 (Second Edition)
Microsoft® Office Excel® 2013: Part 2 (Second Edition)
Microsoft® Office Excel® 2013: Data Analysis with PivotTables (recommended)
Course is subject to minimum enrollment. Course does not include courseware. Sold separately. For more information, please contact: email@example.com
Introduction to Dashboards and Reports Introduction Dashboards Static Reports Interviewing the relevant business user Planning the Dashboard and ReportsCollecting and Preparing the Data Enabling Power Pivot for Excel Importing Data Data Types Creating Relationships DAX Expressions Data Model with DAX Working with Time CalculationsBuilding a Dashboard in Excel Getting Setup in Excel Creating the Dashboard Taking Inventory and Planning the Dashboard Setting Up the Dashboard Calculated Fields DIVIDE Function, VALUES Function, GETPIVOTDATA Function Understanding Sparklines Adding values to a PivotChart Arranging Visuals Reporting Dynamic Date Ranges Using Slicers Linked Tables Making a Template of Your Calculated FieldsBuilding Interactive Reports with Excel Power View Building Interactive Reports with Either Excel or Power View Creating a Revenue Report Slicers Adding Values to PivotTable Grouping (Outlining) Data Creating a Chart Forecasting Using DAX Using Power View for Data Exploration Using Maps Setting Format, Calculated Field in Power View Using Multiples to Compare Data Visualizing the Relationship Between CalculationsSharing Dashboards and Reports Share to SharePoint Share to Office 365 and Power Bi Network or Email Power Pivot Gallery Refreshing Data from SharePoint Getting to Know Power BI Data discovery and Access Data modeling and visualization Enabling Power BI Power View in HTML 5