Introduction to Power Pivot

This one-day course will give you an introduction to Power Pivot and its capabilities. By the end of the course, you will be able to analyse, visualise and report on large amounts of data. You will also be able join data from more than one table in order to analyse it, instead of using VLOOKUPs or having one large list that duplicates data.

This course can be delivered in the classroom or remotely via GoToTraining. Contact us for availability and pricing, or see our Live Online Learning page for our interactive 90-minute webinars that cover specific sessions. 

Course overview

What you will learn

On this one-day introductory Power Pivot course, you will learn:

  • The benefits of using the Power Pivot tool and how it links to other Microsoft tools such as Power Query and Power BI
  • How to analyse, visualise and report on large amounts of data
  • How to join data from more than one table in order to analyse it, instead of using VLOOKUPs or having one large list that duplicates data

Course timetable

Session One

  • The benefits of Power Pivot
  • Installing the COM add-ins for Power Pivot and related tools
  • Importing Data from different sources such as databases, text files, and
  • Excel spreadsheets
  • Linked data and adding data
  • Switching views – between Data View and Diagram View
  • Basic tools and navigation in the Data Model
  • Naming tables
  • Creating, naming and deleting tables
  • Formatting tables
  • Sorting and filtering
  • Talk about relational theory
  • Relationships
  • Theory
  • Creating a relationship between two tables
  • View, delete and edit relationships

Session Two: Pivot Tables

  • Create from inside Power Pivot vs via Insert Tab in Excel
  • Normal
  • Flattened
  • Quick Explore
  • Slicers (including timelines and linking to multiple Pivot Tables – report connections)
  • Pivot Charts

Session Three: Calculations

  • Calculated Columns (advantages and disadvantages)
  • Measures (basics) (advantages of measures being able to be build
  • Totals
  • Count Rows (reminder to self – number of records per client)
  • Distinct Count (reminder to self – number of products)

Session Four: Date and Time Functions

  • Date table – adding to the Data Model
  • Linking to other tables
  • Month to Date Measure
  • DATEADD – Last Year
  • Power View – a brief introduction (creating visuals and outputs)
  • If there’s time: Year to Date, KPIs

This course can be delivered in the classroom or remotely via GoToTraining. Contact us for availability and pricing, or see our Live Online Learning page for our interactive 90-minute webinars that cover specific sessions. 

5 out of 5 stars

Brilliant set of tips and tricks to make everything much more straightforward!

John Fricker14 days ago

Need help? Call us on

020 7375 7300

Group Learning Events

If you have three or more learners, a private group course could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy's HQ in Aldgate, Central London.

Find out more

What is it like to learn with Happy?

Our facilitators make learning interactive and fun. In this video, Maureen delivers a session on Formulas and Functions in Excel at Happy's HQ in London.

Book now

See our available course dates, or contact us for bespoke options

Introduction to Power Pivot
There are currently no upcoming public course dates available. Please email our team on hello@happy.co.uk and we'll add you to our waiting list and let you know as soon as we have added a date.

Please note that your booking is not secured until you checkout. All prices listed in the shopping cart are excluding VAT.

If you are booking at a discounted rate (for example, if you are from a charity), you will see this on the final stage of the shopping cart after you have set up your account or logged in. Discount codes can also be added on this final page.

Check out now

Contact us now!

020 7375 7300

Why choose Happy?

  • Award-winning learner-focused approach
  • Small class sizes to give personal one-to-one support
  • Two years of free support after your course
  • Private group options available
  • No quibble money-back guarantee on all courses

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to either install GoToTraining on their machines or use the Web App in a browser (either Google Chrome and Microsoft Edge are supported). Full technical requirements are on the GoTo websiteYour link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up GoTo correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Your active participation is expected: everyone will be heard and seen throughout, just as they would be if we were in a room together. To be heard, hear and seen you will need a microphone, speakers and camera – if you have a modern laptop that’s all you will need. Remember, you’ll need a quiet place to call from and a decent internet connection is a must.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

We have made our training centre as safe as possible and will be limiting these sessions to just 4 people to ensure that social distancing can take place. You can learn more about what measures we have put in place on our Terms and Conditions page. We may need to cancel these dates if government advice changes or if there is not enough demand — in these instances we will host the session online, with the same date and timings.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Coronavirus Update

Due to current government guidelines we have temporarily closed our training centre in London. All of our staff are now working remotely, and all classroom training has been postponed while we await further guidance.

We have a fantastic range of interactive webinars delivered by our experienced facilitators, Live Online Learning. We offer both shorter, 1.5-2 hour sessions that focus on a particular skill, as well as full-day sessions. You can see details of our online public programmes for our IT Skills here and our Leadership and Personal Development sessions here. We can also adapt any of our existing classroom sessions into webinar format for you.

For the latest government guidance, please visit the gov.uk website.

We will continue to monitor the situation and will advise all clients if the situation changes.

If you have any questions or concerns, or would like to arrange some online training, our friendly team are available Monday to Friday, 9am to 5pm. You can leave a message on 020 7375 7300 or email us at hello@happy.co.uk.

 

Your post-course support package

  • Included in the price of both online and classroom programmes
  • 2 years of free access to our IT Helpline
  • Unlimited access - call or email our team as often as you need
  • Ask about any content covered on your course

happy learners

Did you know...

...Happy offers a wide range of Microsoft Excel courses, including those that focus on Pivot Tables and data analysis?

Whether you're new to Excel or you're looking to expand your proficiency within the application, Happy has a range of courses to meet your needs.

Advanced Excel Pivot Tables: From Data to Dashboard to enable you to use the Pivot Table and Pivot Chart tools to summarise and display useful and relevant information and make use all of this data. Find out more

Advanced Excel: Analysing Excel Data for Better Business Decisions to enable you to quickly and effectively analyse data by using techniques such as interactive Dashboards, Conditional Formatting and Pivot Tables. Find out more