Mastering Excel with Power Query and Power Pivots

Course Overview
Pideya Learning Academy presents the “Mastering Excel with Power Query and Power Pivots” training course, a transformative program meticulously crafted to meet the evolving demands of professionals across industries. In today’s data-driven world, proficiency in Excel has become an indispensable skill, and this course is designed to equip participants with the advanced tools and techniques required to excel in data analysis, reporting, and decision-making.

Microsoft Excel continues to dominate as the go-to tool for data management, used by over 750 million people worldwide. Research indicates that professionals who are proficient in Excel functions such as Power Query and Power Pivots can save up to 30% of their time on repetitive tasks while increasing their analytical efficiency by 40%, making them invaluable assets to their organizations.

This program is centered on unlocking the power of advanced Excel functionalities. Participants will delve into cutting-edge Excel tools, including XLOOKUP, TEXTJOIN, UNIQUE, SORT, and FILTER, designed to revolutionize the way data is managed and analyzed. These functions not only enhance productivity but also eliminate errors and inefficiencies in routine tasks.

The course places a significant emphasis on Power Query, a dynamic tool that enables users to import, clean, and transform data from diverse sources such as Excel files, folders, PDFs, and websites. This capability empowers learners to prepare data seamlessly for in-depth analysis and tailored reporting.

Additionally, participants will master the intricacies of Power Pivots, an advanced Excel feature that allows for the creation of sophisticated data models, the establishment of relationships between tables, and the development of powerful DAX (Data Analysis Expressions) measures. These skills are critical for extracting actionable insights, analyzing large datasets, and generating impactful reports that drive strategic decisions.

Key highlights of the training include:

Advanced data analysis using functions like XLOOKUP, UNIQUE, and TEXTSPLIT to streamline workflows and optimize data management.

Leveraging Power Query for seamless data integration and transformation across multiple data sources, enhancing reporting accuracy.

Building complex data models and table relationships with Power Pivots to gain deeper insights.

Applying DAX measures for advanced calculations, enabling the generation of precise analytical outcomes.

Enhancing productivity with Excel automation solutions to save time and reduce manual effort.

Developing customized reports and dashboards that cater to organizational needs, promoting data-driven decision-making.

This training program is meticulously structured to cater to the needs of professionals who aspire to elevate their Excel expertise. It eliminates the guesswork associated with data handling and equips learners with tools that are not only efficient but also aligned with industry standards. By offering a comprehensive curriculum, the course ensures participants gain the skills needed to deliver exceptional results in their roles.

With Pideya Learning Academy, learners can be assured of receiving a curriculum that blends theoretical concepts with real-world applications, ensuring knowledge relevance and adaptability. In a competitive job market, mastering Power Query and Power Pivots has become a sought-after skill, making this training an invaluable investment in professional growth.

Participants from diverse backgrounds, including finance, business analytics, and management, have found this program to be instrumental in enhancing their productivity and career prospects. This course is particularly beneficial for professionals tasked with handling large datasets, generating analytical reports, and driving data-centric initiatives within their organizations.

In conclusion, “Mastering Excel with Power Query and Power Pivots” by Pideya Learning Academy is more than just a training program; it is a gateway to mastering Excel’s advanced capabilities, empowering participants to unlock new levels of efficiency and precision in their work. Whether you’re looking to optimize processes, create impactful reports, or stay ahead in the competitive job market, this course is designed to equip you with the tools to succeed.

Course Objectives

After completing this Pideya Learning Academy training, participants will learn to:

Apply advanced Excel functions to prepare data for analysis and reporting.

Leverage pivot table functions and calculations to create dynamic management and business analysis reports.

Utilize Power Query to clean and transform data for effective reporting.

Analyze and report on large datasets using Power Pivots.

Automate routine tasks in Excel to increase efficiency and accuracy.

Training Methodology

At Pideya Learning Academy, our training methodology is designed to create an engaging and impactful learning experience that empowers participants with the knowledge and confidence to excel in their professional roles. Our approach combines dynamic instructional techniques with interactive learning strategies to maximize knowledge retention and application.

Key elements of the training methodology include:

Engaging Multimedia Presentations: Visually rich presentations with audio-visual elements to simplify complex concepts and ensure clarity.

Interactive Group Discussions: Participants engage in thought-provoking discussions, sharing insights and perspectives to enhance understanding and collaboration.

Scenario-Based Learning: Real-world scenarios are introduced to contextualize theoretical knowledge, enabling participants to relate it to their work environment.

Collaborative Activities: Team-based exercises encourage problem-solving, critical thinking, and the exchange of innovative ideas.

Expert Facilitation: Experienced trainers provide in-depth explanations, guiding participants through intricate topics with clarity and precision.

Reflective Learning: Participants are encouraged to reflect on key takeaways and explore ways to incorporate newly acquired knowledge into their professional practices.

Structured Learning Pathway: The course follows a “Learn–Review–Apply” structure, ensuring a systematic progression through topics while reinforcing key concepts at every stage.

This dynamic methodology fosters a stimulating environment that keeps participants engaged, encourages active participation, and ensures that the concepts are firmly understood and can be effectively utilized in their professional endeavors. With a focus on fostering a deeper connection between learning and application, Pideya Learning Academy empowers participants to unlock their potential and drive impactful outcomes in their roles.

Organisational Benefits

By enrolling your team in this training, your organization will:

Enhance operational efficiency through improved data analysis and reporting capabilities.

Foster a culture of continuous learning and upskilling among employees.

Gain actionable insights from advanced data models and dynamic reports.

Save time and resources by implementing Excel automation solutions.

Strengthen decision-making processes with accurate and timely data analysis.

Personal Benefits

Participants will personally benefit by:

Acquiring advanced Excel skills that set them apart in their professional roles.

Boosting productivity through mastery of automation and analytical tools.

Gaining confidence in handling complex data analysis and reporting tasks.

Developing skills in Power Query and Power Pivots, which are in high demand in today’s job market.

Enhancing their problem-solving abilities with practical applications of DAX measures.

Who Should Attend

This course is ideal for:

Accountants, senior and junior accountants.

Business analysts and researchers.

Finance and accounting professionals.

Professionals in any function who need to enhance their Excel proficiency.

Staff involved in big data analysis and reporting tasks.

Whether you are an experienced professional seeking to update your Excel skills or a newcomer looking to gain advanced expertise, this course will provide the tools and knowledge necessary to excel in your role.

Course Outline

Module 1: Advanced Data Manipulation Techniques

Structured Table Tools

Naming and Managing Cells and Ranges

Data Validation with Custom Logic

Advanced Conditional Formatting Using Formulas

Module 2: Comprehensive Function Utilization

Text Manipulation Functions: TextSplit, TextJoin, TextAfter, TextBefore

Data Cleaning Functions: Trim, Clean

Logical Functions: IF, IFS, AND, OR

Aggregation Functions: CountIF, SUMIF, AverageIF

Lookup and Reference Functions: XLOOKUP, INDEX, MATCH

Array and Sorting Functions: Sequence, Unique, Sort, SortBy, Filter

Formula Debugging and Auditing Tools

Module 3: Advanced Pivot Table Customization

Formatting Numbers and Cells in Pivot Tables

Layout Design and Optimization

Field Grouping and Ungrouping Techniques

Custom Sorting and Filtering Using Lists

Adding Calculated Fields and Advanced Pivot Charts

Interactive Reporting with Slicers and Timelines

Configuring GetPivotData for Report Customization

Module 4: Power Query Essentials

Data Import and Connection Techniques:

Excel Files

Text Files

Web Data Sources

Folder Automation (All Files and Latest File)

Data Transformation and Cleaning:

Column Management: Naming, Splitting, Merging, and Removing

Row Filtering and Cleanup: Fill, Replace, Trim, and Format

Creating Date Columns and Custom Columns

UnPivot and Group Data Operations

Combining Data:

Appending Data Sources

Merging Data with Join Types

Parameterized Queries

Module 5: Mastering Power Pivot and Data Models

Building Relationships Between Tables

Advanced Calculations Using DAX (Data Analysis Expressions)

Calculated Fields and Measures

Date Measures and Time Intelligence Functions

CALCULATE and RELATED Functions

Formatting Reports with DAX-Based Measures

Module 6: Data Automation Techniques

Utilizing Excel Data Types (Currencies, Geography, Organizations, Stocks)

Creating Automated Tasks Using Office Scripts

Formatting Sheets

Repetitive Task Automation

Module 7: Introduction to Excel Macros

Understanding Macro Recording and Execution

Practical Use Cases for Macros

Modifying Macro Code for Custom Automation

Module 8: Data Visualization and Reporting

Creating Dynamic Dashboards

Integrating Pivot Charts with Slicers

Using Conditional Formatting for Enhanced Visuals

Customizing Charts and Graphs for Presentations

Module 9: Dynamic Arrays and Advanced Calculations

Advanced Array Functions: Dynamic Arrays, Spill Ranges

Nested Formula Applications

Advanced Error Handling Functions: IFERROR, ISERROR

Module 10: Collaborative and Cloud-Based Features

Real-Time Collaboration in Excel

Using Excel in Microsoft Teams and OneDrive

Sharing and Tracking Changes in Workbooks

Workbook Version Control and Recovery

Module 11: Optimization and Performance

Best Practices for Handling Large Datasets

Optimizing Workbook Performance

Efficient Use of Array Formulas and Volatile Functions

Workbook Diagnostics and Troubleshooting Tools

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