Accounting and Finance

Advanced Excel: Power Query, Power Pivots and Macros

Why Attend

This course is considered the second level after the "Next Generation Excel: Advanced Business and Financial Reporting" course. Though many professionals use Excel on a daily basis, Excel still has a lot of things to offer such professionals. Here, we go even deeper in many formulas and functions that professionals need to operate fast and more efficiently. We cover many areas in Pivot Tables and add an introduction to PowerPivots. PowerPivots put your Pivot Tables on turbo! They are best used when you have significantly big data and may offer solutions to some of of the limitations that Pivot Tables have. The last part of the course is dedicated to autmoating your Excel reports and reconciliation through the use of Macros.

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 Technovalley for the duration of the training.

Advanced Excel: Power Query, Power Pivots and Macros

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
      • Compared to an absolute value
      • Compared to a calculated target value
    • Dashboarding with Power View in Excel Pro Plus
CONSULTING CATEGORIES Technical Programs Technical Programs Accounting and Finance Accounting and Finance Administration and Secretarial Administration and Secretarial Auditing and Governance, Risk and Compliance Auditing and Governance, Risk and Compliance Banking, Insurance and Financial Services Banking, Insurance and Financial Services Communication and writing skills Communication and writing skills Construction management Construction management Contracts management Contracts management Customer service Customer service Data Management and Business Intelligence Data Management and Business Intelligence Digital Innovation and Transformation Digital Innovation and Transformation Engineering and Instrumentation Engineering and Instrumentation Health Safety and Environment Health Safety and Environment Healthcare and Pharmaceutical Management Healthcare and Pharmaceutical Management Human Resources and Training Human Resources and Training Interpersonal Skills and Self Development Interpersonal Skills and Self Development Leadership and Management Leadership and Management Legal Legal Maintenance Planning and Asset Management Maintenance Planning and Asset Management Marketing and Sales Marketing and Sales Oil and Gas Oil and Gas Planning and Strategy Management Planning and Strategy Management Procurement and Supply Chain Management Procurement and Supply Chain Management Project Management Project Management Public Relations Public Relations Quality and Productivity Quality and Productivity Security Management Security Management Transportation Management and Aviation Transportation Management and Aviation Women Only Consulting Programs Women Only Consulting Programs Hands-on Automation Process Control Hands-on Automation & Process Control

REQUEST CALL BACK

Would you like to speak to one of our consulting advisers over the phone? Just submit your details and we’ll be in touch shortly.

aws
beingcert
vmware
certiport
Image
Image
Image
Image
Image
Image
Image
Image
Image
Image
Image
whatsapp chat