Excel Dashboarding and Reporting with Power Pivot


COURSE COST: $295.00

COURSE TIMES: 9:00am - 4:30pm

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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.

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: learn@vtec.org


Introduction to Dashboards and Reports
Static Reports
Interviewing the relevant business user
Planning the Dashboard and Reports

Collecting and Preparing the Data
Enabling Power Pivot for Excel
Importing Data
Data Types
Creating Relationships
DAX Expressions
Data Model with DAX
Working with Time Calculations

Building 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 Fields

Building Interactive Reports with Excel Power View
Building Interactive Reports with Either Excel or Power View
Creating a Revenue Report
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 Calculations

Sharing 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