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Exploring the Essential Features of “Ken Puls – Pragmatic Works – Building BI with Pivot Tables”
WHAT YOU’LL LEARN
- How to develop Excel Pivot Table reports and modify their aesthetics
- How to leverage tools like Power Query and Power Pivot to enhance what’s possible with Pivot Tables
- How to refresh Pivot Table local and external data
Course Description
Building Business Intelligence with Pivot Tables is an online video course that is perfect for anyone looking to build reports and quickly summarize tens to thousands of rows of data. This course will provide the analyst with the best ways to source and clean up source data for reporting. As the data is cleansed, the course will show you how to present the data in a way that is easy to use for analysis by presenting data both tabular and visually. The course will further explore the best ways to analyze the data and drill in and out of data. By the end of this course, you will feel confident sourcing, cleansing, and analyzing data through pivot tables and dashboards.
Instructor
KEN PULS
Chartered Professional Accountant, Author and Trainer
Microsoft Excel MVP Ken Puls is a Chartered Professional Accountant, author and trainer. With 20 years of experience as a corporate controller and business owner, he has been exposed to many business systems, databases, and analysis tools, leading to a career of building Excel-driven applications to harness data and turn it into management information.
System Requirements
- All Pivot Table tasks can be performed in any version of Excel. Tasks related to Power Query require installation of the free Power Query tools in some versions of Excel. Tasks related to Power Pivot can only be performed if Power Pivot is installed in your product. Details to activate these tools can be found below:
- Excel 2010
- Power Pivot: Can be downloaded and installed in any SKU of Office 2010. Ensure that your Power Pivot version is version 11.0 or higher (not version 10.5.x).
- Power Query
- Excel 2013
- Power Pivot: Requires Excel 2013 Professional PLUS, Excel Pro PLUS (subscription) or a standalone Excel license
- Power Query
- Excel 2016
- Power Pivot: Requires Excel 2016 Professional PLUS, Excel Pro PLUS (subscription) or a standalone Excel license
- Power Query: Built in to all versions of Excel
- Excel 2010
What to Know Before Class
This is a course aimed squarely at beginner/intermediate Excel users looking to take their skills to the next level. Before starting this course, you should be comfortable working in Excel. Knowledge of a variety of formulas can be helpful, although is by no means necessary. While those comfortable with Pivot Tables are likely to pick up new tricks to make their lives easier, the course is designed to take someone with absolutely no Pivot Table knowledge and teach them how to collect, clean and set up the data, present it in Pivot Tables and build dashboards using Pivot Charts. A basic understanding of Excel functions is helpful, but not necessary for this course. The target audience of this course is for power users who are learning DAX for the first time.
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