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PowerPivot for Excel 2010

MS-EX-PPE-TP Rev 08.13

3 days
Description
This course will teach students the core features and functions of PowerPivot for Excel 2010. Students will explore the PowerPivot
workspace and options on the PowerPivot tab on the Excel ribbon. They will learn how to create calculated columns, import data
into PowerPivot, and rename columns of data in a PowerPivot table. They will also learn how to create relationships between tables
in the PowerPivot window and how to use Data Analysis Expressions (DAX) to create formulas that cannot be created in Excel.
Finally, students will filter and sort data in the PowerPivot window, create pivot tables and pivot charts using PowerPivot data, and
add slicers to pivot tables and pivot charts.
Prerequisites
Microsoft Windows 7 Basic or equivalent skills including the ability to navigate in Windows applications and manage files and
folders
Advanced-level knowledge of Excel 2010, including Excel functions and PivotTables
Course Outline
Unit 1: Getting Started with Microsoft PowerPivot for Excel
2010
32- vs. 64-bit version of Excel and PowerPivot for Excel
What is PowerPivot and what can I use it for?
PowerPivot workbooks vs. Excel workbooks
Benefits of using PowerPivot for Excel
PowerPivot terminology
Database terminology
Database concepts
PowerPivot for Excel vs. PowerPivot for SharePoint
Unit 2: Quick Tour of PowerPivot
Create a pivot table
Modify a pivot table
Relationship detection and creation
Viewing relationships
Unit 3: Exploring the PowerPivot Workspace
PowerPivot tab on the Excel ribbon
PowerPivot window Home tab
PowerPivot window Design tab
PowerPivot window Linked Table contextual table
PowerPivot window shortcut menus
Changing the grid background color
Customize the Quick Access Toolbar in Excel

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Unit 4: The Table Import Wizard


PowerPivot supported data sources
Importing data
Table Import Wizard overview
Unit 5: Importing Data from a Database into PowerPivot
PowerPivot supported data types
Importing data from a database
Previewing data in a view
View all of the data in a PowerPivot workbook
Unit 6: Importing Other Types of Data into PowerPivot
Importing tips for text files and Excel worksheets
Importing data vs. linking tables vs. pasting data
Text files
How to rename a tab in the PowerPivot window
Importing data from Excel workbooks
CSV files
Using data feeds to import data
Importing data from multiple sources into one PowerPivot
workbook
Getting data out of a PowerPivot table
Unit 7: Linking Tables, Pasting, and Appending Data
Linking data in Excel to a PowerPivot table
Using multiple data sets on the same worksheet

Linked table errors


Copying and pasting Excel data into a PowerPivot table
Appending data
Different types of bad data
How to change the external data source used by a connection
How to import data from a new table in an existing data
source
Unit 8: Filtering and Sorting Data
Changing data types
Formatting data
Filtering data in the PowerPivot window
Sorting records
Rearranging the column order
Hiding and unhiding columns
Unit 9: Creating Relationships
What is a data model?
Data normalization vs. data denormalization
Relational databases
How relationships work
Keys and columns
Relationship requirements
Relationship creation options
Seeing the power of relationships
Unit 10: Creating Data Analysis Expressions (DAX)
DAX function types
Excel functions vs. DAX functions
Why is there a need for DAX formulas and functions?
DAX syntax overview
DAX operators
DAX expressions
Auto Complete
DAX function categories
Text functions
Data and time functions
Logical functions
Information functions
Math and trigonometric functions
Introduction to aggregations
Understanding groups
Statistical functions
DAX aggregate statistical functions
Time and intelligence functions
Filter functions
FILTER function

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RELATED (Column) function


RELATEDTABLE (Table) function
CALCULATE function
Understanding context evaluation
Unit 11: Creating Pivot Tables
Getting started with pivot tables and pivot charts
How pivot tables are created
PowerPivot pivot table and pivot chart overview
Using one pivot table
Pivot Table Tools contextual tabs
Using one pivot chart
Using a flattened pivot table
PowerPivot Field List options for a pivot table
Drop zones
Custom lists
Top N reports
Unit 12: Creating Pivot Charts
Pivot charts overview
What is a pivot chart report?
PivotChart Tools contextual tabs
Differences on the PowerPivot Field List for pivot charts
Pivot chart components
Chart types
Change Chart Type dialog box
Unit 13: Enhancing Pivot Tables and Pivot Charts
Customizing a pivot table or pivot chart
Formatting cells
Named sets
DAX measures
Calculated columns vs. measures
Handling null values
Using percents
Unit 14: Using Slicers
Slicers
Slicers in Excel
Excel slicers vs. report filters
Slicer Tools Options contextual tab
Slicers in PowerPivot
Using slicers
Using filters and slicers
Dashboard reports
Using the CTRL + click keys with slicers

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