Power Pivot Workshop Advanced

Improve your Power Pivot skills to master level, learning advanced DAX functions and data modeling techniques.
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  • Lectures 26
  • Length 4 hours
  • Skill Level Expert Level
  • Languages English
  • Includes Lifetime access
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    Available on iOS and Android
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About This Course

Published 7/2014 English

Course Description

The Advanced course enables you to master Power Pivot for Excel. You will understand DAX in depth, which is required for writing complex calculations. You will also learn how to create complex reports and data models by leveraging advanced features of both Excel and Power Pivot.

The course includes almost 4 hours of video in 24 lectures. You need some experience of Power Pivot and the DAX language, or you should take the Beginner and Intermediate courses before this one.

Sections included in this course:

  • Creating Reports and KPI
  • Advanced DAX Concepts
  • Advanced DAX Functions
  • DAX as a Query Language
  • DAX Patterns

After this course, you will have all the tools and the knowledge to create complex calculations and models using Power Pivot for Excel.

What are the requirements?

  • Power Pivot for Excel 2010 or Excel 2013

What am I going to get from this course?

  • By the end of the course, you will be able to use advanced DAX functions and to create complex data models in Power Pivot.
  • You will learn how to solve typical business issues by applying predefined patterns in DAX

What is the target audience?

  • Advanced Excel Users
  • Business Analysts
  • Business Intelligence Developers
  • Data Scientists

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Creating Reports and KPI
12:00

KPI are a powerful feature of Power Pivot, making the interpretation of data quicker and easier. This module introduces the KPI feature, explaining in detail how and when to use it.

20:49

Excel and Power Pivot have some hidden gems that might prove extremely useful in specific scenario. This lecture describes how to use sets and custom aggregations, simplifying the creation of complex reports.

13:29

If you plan to use Power View to build interactive reports, then you need to learn how to improve your data model design for Power View, which is what you will learn in this lecture.

Section 2: Advanced DAX Concepts
01:11

The DAX language has some important concepts useful to create extremely powerful formulas. This lecture introduce this complex theory, explained in detail in the following lectures.

06:05

What is a filter context and how does it change the values computed by your formulas? This lecture introduces this important concept, setting the foundation for further, more complex expressions.

18:13

CALCULATE works on the filter context and is the only function in the DAX language that is able to create and/or modify a filter context. In this lecture, we go analyze the CALCULATE behavior in deep, explaining in more detail how it works and why it is so important.

08:57

Row context handling is very important whenever you need to perform calculation at the maximum detail level, or when you create calculated columns. This lecture provides a detailed description of the row context and the EARLIER function.

06:52

This lecture shows the behavior of filter and row context when your model contains relationships. It is important to understand what happens to other tables when you put a filter on a column.

06:33

Context transition is the operation automatically generated by CALCULATE that transforms a row context into a filter context. It is very useful but, at the beginning, hard to understand and master. We introduce this concept in this lecture.

08:18

ALLSELECTED is an important function to control calculations using visual totals in a PivotTable. This lecture explains in more details what the ALLSELECTED function does and how it works.

Section 3: Advanced DAX Functions
01:00

DAX has several non-trivial functions. This lecture introduces them and shows a pattern of usage for each one.

18:27

RANKX is an iterator that performs the ranking of a value. Despite its simple syntax, it is a complex function and, in this lecture, we highlight its behavior and warn you against the most common pitfalls

07:20

KEEPFILTERS is useful to change the behavior of context transition introduced by CALCULATE. It is important to know and understand exactly how it works in order to use it when needed. This lecture provides a detailed explanation about what KEEPFILTER does and how it works.

08:29

Some calculations over time require the usage of different aggregation functions. For example, the balance of a current account cannot be summed, because the value at the end of the year is not the sum of the month values. In this lecture, you learn what a semi-additive measure is and how to write one.

06:10

How many orders my company is processing each day? This simple question leads to non-trivial DAX calculations, which we explain in detail during this lecture.

08:40

How to handle aggregations of weeks over months and years? If the week is your basic unit of time, then you cannot use a simple calendar table, you need to learn how to create custom time intelligence calculations and build aggregations over time using a particular calendar table.

Section 4: DAX as a Query Language
17:15

DAX is not only a formula language. You can use DAX to query your data model, showing the result of the query as an Excel table. This lecture introduces DAX as a query language and shows how to populate an Excel table with the result of a DAX query.

10:13

Tables generated by DAX queries can be linked back in Excel, creating very advanced reports that use multi-step calculation by loading data, create tables with the result of a query and then link back the table to the model. This lecture presents some examples of such a technique.

08:38

Once you learned the basics of DAX as a query language, it is time to go to the next level. In this lecture, you learn some advanced functions that will let you create extremely powerful query that will enrich your reports.

Section 5: DAX Patterns
01:28

What is a pattern? Why it is important to learn patterns? This lecture introduces why it is important to understand if you can solve a specific problem by applying an existing pattern, which is a scenario where other experts have already spent time to find the best solution.

06:36

Banding is a common pattern useful to divide data into predefined segments, such as segmentation of customers by total sold, or products by price range.

10:07

The ABC/Pareto analysis aims to detect the core business of a company, making it possible to focus the attention to the important products or customers, in order to maximize the efficiency of any effort (promotion, marketing, investment, and so on).

13:45

Parent-Child hierarchies are unique, because they use a self-join in a table and have no predefined hierarchy depth. This lecture shows how to handle parent-child hierarchies in Power Pivot, using specific DAX functions to this purpose.

10:20

This lecture shows you how to handle data at different granularity levels. For example, budget is monthly and by category, whereas sales are daily and by product. Learn how to correctly shape the data model and write DAX expressions that makes the creation of budgeting report easy and convenient to use.

Section 6: Conclusion
Advanced Course Conclusion
00:18
Section 7: Additional Material
Article

Intrudctions to download sample database and files

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Instructor Biography

Marco Russo, Business Intelligence expert at SQLBI - SSAS Maestro & MVP

Marco is a Business Intelligence consultant and mentor. He has been working with Analysis Services since 1999 and with Power Pivot since first beta versions in 2009. He split his time between consulting and teaching at SQLBI, delivering training all around the world, mostly in North America and Europe.

Marco is also a book author and wrote two books for Microsoft Press about Power Pivot with Alberto Ferrari: Microsoft Excel 2013: Building Data Models with PowerPivot and PowerPivot for Excel 2010: Give Your Data Meaning. He is also a speaker at international conferences such as Microsoft TechEd, PASS Summit, SQLRally, and SQLBits.

Instructor Biography

Alberto Ferrari, Business Intelligence expert at SQLBI - SSAS Maestro & MVP

Alberto is a Business Intelligence consultant and mentor. He has been working with Analysis Services since 2005 and with Power Pivot since first beta versions in 2009. He split his time between consulting and teaching at SQLBI, delivering training all around the world, mostly in North America and Europe.

Alberto is also a book author and wrote two books for Microsoft Press about Power Pivot with Marco Russo: Microsoft Excel 2013: Building Data Models with PowerPivot and PowerPivot for Excel 2010: Give Your Data Meaning. He is also a speaker at international conferences such as Microsoft TechEd, PASS Summit, SQLRally, and SQLBits.

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