Power Pivot Fundamentals

Name: Power Pivot Fundamentals
Availability: InStock
Rating: 4.98 (136 reviews)

Learn how to create business intelligence dashboards using Power Pivot in this course by the Corporate Finance Institute.

Model and Analyze data in Excel’s Power Pivot to create dynamic dashboard and insights
Create comprehensive business intelligence dashboards in Excel, integrating various data sources for a complete overview
Leverage Data Analysis Expressions (DAX) to extract deeper insights from your data

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Corporate Finance Institute

Power Pivot Fundamentals

Overview

Power Pivot Fundamentals Course Overview

Discover the full potential of Excel with our Power Pivot course, designed to elevate your data analysis and presentation skills. You’ll learn how to utilize the Power Pivot add-on to create sophisticated business intelligence dashboards with PivotTables and PivotCharts. This course offers step-by-step instructions on setting up dashboards, covering essential functions and best practices that cater to both beginners and experienced users.

As the course progresses, you’ll engage in a hands-on project using provided data sets, applying your newfound skills to build a comprehensive dashboard. By the end of this journey, you’ll have the knowledge and confidence to construct your own Excel dashboards. These skills will enable you to effectively analyze data, track key performance indicators (KPIs), and make compelling time-period comparisons, transforming data into actionable insights.

A dashboard being built in Excel

a finished dashboard with a time series.

Who should take this course?

This course is perfect for Excel users looking to step into business intelligence, analysts who depend on Excel, and any data professional eager to improve their data handling and visualization skills. It’s designed to enhance your Excel capabilities, equipping you with the tools to turn complex data into clear, insightful dashboards.

Software requirements

As of 2020, Power Pivot functionality is not available for the Mac version of Excel. Because of this students must use Windows to complete this training.

Where is Power Pivot?

https://support.microsoft.com/en-us/office/where-is-power-pivot-aa64e217-4b6e-410b-8337-20b87e1c2a4b

Screenshot of the data relation view in Power Pivot.

Power Pivot Fundamentals Learning Objectives

Create a Power Pivot table by drawing data from several different tables
Develop simple calculated metrics with consistent formatting
Assemble multiple pivot tables, charts, and dimensions into a dashboard that provide different angles of analysis
Manipulate context to calculate more advanced metrics
Utilize DAX Advanced Time Intelligence to create period comparisons and KPIs

Prerequisite Skills

Recommended skills to have before taking this course.

Excel

What You'll Learn

Lesson

Multimedia

Exams

Files

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Business Essentials Certificate

Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Ethics
Career Prep Sales Skills, People Management Skills, Relationship Management Skills, Business Analysis Skills

Learn More

Data Analysis in Excel Specialization

Skills Learned Data Modelling & Analysis, Data Transformation, Data Visualization
Career Prep Data Analyst, Business Intelligence Specialist, Data Scientist, Finance Analyst

Learn More

Business Intelligence Analyst Specialization

Skills learned Data Transformation & Automation, Data Visualization, Coding, Data Modeling
Career prep Data Analyst, Business Intelligence Specialist, Finance Analyst, Data Scientist

Learn More

What Our Members Say

Power pivot is not difficult.

Like all things Power pivot just needs practice and it becomes easy to understand.

Raphael Oyelami

Complex

Needs a lot of practice

Micah Othino

Greate

I am now far much better than I was many years ago, as I have more skills without any strugle

Njabulo Petros Mdunge

DAX

"Easy but not easy to learn..." Alberto was right 😁

Gakobo Kuria

Good learning experience

Kai Shing Heong

Power Pivot

His I'd a wonderful course! Presentation is superb and all aspects of fundamental Power Pivot are touched. The course worth mentioning to friends.

Muideen Olalekan AGBOOLA

It was a great experience.

Highly recommended course

Maximiliano De Magistra

Great

Please be serious else you'll get stack

Evans Makori

Easy to understand

Very easy to understand

Olufade Ayodeji

Great session

Love the intro ,the set up and the audible impact

John Abass

great

would encourage this course

RICHARD EDWARD OSEI

Another New Skill Baged

The harder the journey, the more knowledge and skill I acquire, I am grateful.

Godfred Kwame Ankapong

Calculate

All vs Allselected was nice.

Jose muriithii

Exquisite

Very different and expalanatory enough

Bello Oluwapelumi Sunday

The teaching technique adopted makes the course more easier to understand.

Very interesting and educative.

Opeyemi Olaoluwa

power pivot Fundamental

step by steps well understood

Joseph Eroh

Keep Learning

Dear learners, please give clear and deep attention if you want to learn more advanced skills from the course. The course is more intense and needs your practice. If you don't practice the exercises, you will not get the point why CFI is providing this advanced courses for learner like you.

Atinafu Asefa

Tasking

Required a lot of effort.

Kevin Macharia

Give it all to CFI

Best, well coordinated with word class tutors.

Patricia Agboola

Wonderful

Knowledge is power 🙏🙏🙏

Oluchukwu Eucharia Ugbana

Interactive

You get the most out of it if you practice alongside the instructor

Gloria Kasyoki

Power Pivot Fundamentals

Needs more practice and skills to adapt

William Ogolla

Awesome DAX

Learning about DAX for the first time was a very thrilling experience.

Samson Yakubu

Intentional

The instructor presented the course with the student in mind.

Ifeoluwa Owusu

Interesting

A very nice and interesting course

JULIET OFFIAH

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Power Pivot Fundamentals

Power Pivot Fundamentals Course Overview

Who should take this course?

Software requirements

Power Pivot Fundamentals Learning Objectives

What You'll Learn

Getting Started

A Basic Data Model

Basic Measures

Working with a Star Schema

From Numbers to Narratives

Extended Practice

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Business Essentials Certificate

Data Analysis in Excel Specialization

Business Intelligence Analyst Specialization

What Our Members Say

Raphael Oyelami

Micah Othino

Njabulo Petros Mdunge

Gakobo Kuria

Kai Shing Heong

Muideen Olalekan AGBOOLA

Maximiliano De Magistra

Evans Makori

Olufade Ayodeji

John Abass

RICHARD EDWARD OSEI

Godfred Kwame Ankapong

Jose muriithii

Bello Oluwapelumi Sunday

Opeyemi Olaoluwa

Joseph Eroh

Atinafu Asefa

Kevin Macharia

Patricia Agboola

Oluchukwu Eucharia Ugbana

Gloria Kasyoki

William Ogolla

Samson Yakubu

Ifeoluwa Owusu

JULIET OFFIAH

Frequently Asked Questions