Unlock Excel’s advanced analytics capabilities. This practical training covers PowerPivot, Power Query, and Power View to analyze large datasets and create interactive visualizations.
| Date | Venue | Duration | |
|---|---|---|---|
| 10 - 11 September 2026 | Sandton | 2 Days |
The latest analytics tools in Microsoft Excel empower users to efficiently manipulate and analyse large volumes of data, making it possible to uncover insights, create compelling reports, and build interactive dashboards. This practical, hands-on course focuses on Excel’s advanced data tools—PowerPivot, Power Query, Power View, and Power Map—and demonstrates how to extend Excel’s traditional Pivot Table functionality with robust data modelling, advanced calculations, and immersive data visualizations. By the end of this Excel PowerPivot and Interactive Visualisations Training course, you’ll be equipped to transform raw data into actionable insights and visually engaging reports.
Note: PowerPivot, Power Query, Power View, and Power Map are available as add-ins in Excel 2010 and Excel 2013, and are integrated into Excel 2016 and later.
Participants should have completed Excel Introduction or possess equivalent skills. Familiarity with basic Excel features (e.g., creating worksheets, basic formulas) is required. Prior experience with Pivot Tables is helpful, but not essential.
By the end of this Excel PowerPivot and Interactive Visualisations Training course, participants will be able to:
Understand the capabilities and differences of PowerPivot, Power Query, Power View, and Power Map
Import, clean, and transform data from multiple sources
Build and manage robust data models in Excel
Create and use calculated columns, measures, and KPIs with DAX formulas
Design interactive reports, dashboards, and visualizations using Power View and Power Map
Automate data refresh and transformation with Power Query
Effectively communicate data insights using modern visualization techniques
This Excel PowerPivot and Interactive Visualisations Training course is designed for professionals responsible for producing complex Excel reports, conducting data analysis, and building dashboards.
Ideal participants include:
Business analysts
Data professionals
Financial analysts
Managers
Anyone who works with large datasets or seeks to automate and enhance Excel reporting
Our diverse instructional approaches ensure effective learning:
– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.
Lesson 1: Introduction to Excel’s Advanced Analytics Tools
Overview: PowerPivot, Power Query, Power View, Power Map
The Power BI ecosystem in Excel
Comparing standard Excel features vs. PowerPivot
Demonstrations: Pivot Table vs. PowerPivot; Power View and Power Map samples
Lesson 2: Preparing and Structuring Data
Working with Excel lists and tables
Adding helper columns with VLOOKUP and formulas
Cleaning and normalizing tables for analysis
Lesson 3: Importing Data into PowerPivot
Supported data types and structures
Adding Excel and Access tables to PowerPivot
Maintaining and updating data sources in the model
Lesson 4: Creating and Managing the Data Model
Understanding data models in Excel
Defining key fields and relationships
Creating and managing relationships between tables
Using linked tables and building hierarchies
Lesson 5: Advanced Calculations in PowerPivot
Types of calculations: calculated columns, measures (calculated fields)
Implicit vs. explicit measures
DAX best practices: rules, syntax, and use cases
Creating Key Performance Indicators (KPIs)
When to use calculated columns vs. measures
Lesson 6: Introduction to Data Analysis Expressions (DAX)
Understanding the purpose and syntax of DAX
Building basic and advanced DAX formulas
Using DAX for data manipulation and analysis
Lesson 7: Practical DAX Applications
Filter functions and context
Time intelligence functions (e.g., YTD, MTD, QTD calculations)
Combining multiple functions in a single formula
Managing multiple data tables with DAX
Lesson 8: Data Analysis with Pivot Tables and Pivot Charts
Creating Pivot Tables from data models
Filtering and segmenting data with slicers
Enhancing reports with Pivot Charts
Formatting, combining, and managing multiple charts and tables
Lesson 9: Interactive Visualizations with Power View
Introduction to Power View for data visualization
Building basic and advanced reports
Creating tables, matrices, and multiple chart types (bar, column, pie, line, scatter)
Geographic and map-based visualizations
Lesson 10: Designing Interactive Dashboards in Power View
Linking and filtering visualizations
Organizing data with tiles
Dashboard design and exposure
Lesson 11: Data Loading and Transformation with Power Query
Importing data from diverse sources (Excel, databases, web, etc.)
Data cleansing, shaping, and transformation techniques
Merging, grouping, and aggregating data
Adding calculated columns within Power Query
Lesson 12: Geospatial Visualization with Power Map
Preparing data for mapping
Creating map-based and 3D visualizations
Heat maps, region maps, and layering data
Analysing data over time and building interactive tours
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