Working with “big data” has always been a challenging task. In the information age the availability of data is not the question but rather how this data can be sliced and diced to generate meaningful reports and analysis and take a different view of the data to assist management in making proper and informed decisions. Luckily, Excel 2013 came and gave us the ability to work with millions of rows of data using Pivot Tables and PowerPivots. This course will enable you to upgrade your skills in pivot tables as well as understand and apply the add-in feature of PowerPivots for better reporting.
Course Methodology
This is a hands-on course with practical applications and use of MS Excel 2013 throughout the five days. All examples, exercises and cases are practiced in Excel.
Course Objectives
By the end of the course, participants will be able to:
Apply the key Excel functions to prepare data for analysis using Pivot tables
Create and customize pivot tables to reconcile and analyze accounts efficiently
Utilize pivot tables functions and calculations to generate a set of management and business analysis reports
Run macros to speed up their work and utilize other advanced techniques in data analysis and reporting
Report and analyze big data tables using the Excel 2013 feature of Data Model and PowerPivot
Target Audience
Accountants, senior and junior accountants, business analysts, accounting and finance professionals, business analysts, research professionals and staff from any function who need to master and upgrade their skills in Excel Pivot Tables and work with big data analysis.
Target Competencies
Utilizing Excel 2013
Practicing pivot tables
Working with PowerPivot
Reporting
Analyzing business data
Designing basic macros
Note
This is a hands-on training course using laptops, which will be made available by Plus for the duration of the training.
Course Outline
Key functions to prepare data for pivot table reporting
Table format
Lookup functions
Text functions
Naming cells
Creating and custoimizing pivot tables
Adding fields to reports
Adding layers to pivot table
Rearranging pivot tables
Number and cell format
Report layout
Calculation in value field
Grouping and ungrouping fields
Default and customized sorting and filtering
Sorting using custom list
Filtering using slicers and timelines
Connecting multiple pivot tables to one set of slicers
Performing calculations within pivot tables
Creating calculated field
Creating calculated item
Using cell references and name ranges
Managing pivot table calculations
Advanced techniques
Using 'macros' to enhance pivot table reports
Transposing a data set with a pivot table
Utilizing pivot table wizard
Auto filtering with pivot tables
Creating multiple reports in different workbooks
Making use of GetPivotData option
Sharing pivot tables with others
Analyzing disparate data sources with pivot tables
Using multiple consolidation ranges
Using internal data model
Building pivot tables using external data sources
The new world of PowerPivot
Benefits and drawbacks of PowerPivot
Merging data from multiple tables without using Vlookup
Creating better calculations using the DAX Formula language
Working with data model in regular Excel 2013
Using DAX to create calculated fields
Calculate and Related functions
Using Key Performance Indicator (KPI) in PowerPivot