This course focuses on using DAX (Data Analysis eXpressions) to create advanced calculations in Power Pivot data models. We will review what you learned in “Power BI - Go Beyond PivotTables with Power Pivot” and take your calculations to the next level using advanced DAX formulas. You will learn over 20 DAX functions that will allow you to perform calculations that were not possible with standard Excel. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible before. This will allow us to use the new time-intelligent functions to perform complex calculations on our data like: month-to-date, quarter-to-date, year-to-date, last year same period, last year-to-date, etc. You will also learn the DAX calculation process in order to proof and validate your calculations. We will be using Power Pivot to create our DAX calculations, however, the process is very similar in Power BI Desktop and the functions and formulas are identical. If you are using Power BI Desktop, you should be able to follow along and learn how to create advanced calculations. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.
Review Power Pivot calculations (column calculations vs. measures). Create advanced DAX formulas. Using a Date/Calendar table for data analysis. The DAX calculation process.
Knowledge of Power Pivot or Power BI Desktop
Anyone who is using Power Pivot or Power BI Desktop for data analysis.
Create calculations using DAX formulas. Use a Date/Calendar table to perform complex date analysis. Use the DAX calculation process to validate calculations.
Installation of Power Pivot
Bryan L. Smith, CPA, CITP, CISA is the co-founder of CPA Crossings in Rochester, MI. He is a CPA with a strong background in information technology and serves as a virtual CIO to CPA firms and professional organizations. He specializes in the planning and deployment of effective technology solutions. Bryan and John Higgins recently authored Ten Steps to a Digital Practice in the Cloud, which has been published by the AICPA.
Bryan helps firm leaders understand the opportunities associated with deploying information technology to improve productivity, enhance client services, and increase profitability. He uses his extensive knowledge and experience to help CPAs bridge the gap between business and technology.
He is a past chair of the Michigan Association of CPAs Information Technology Committee and the Leadership Committee.
Non-Member Price $159.00
Member Price $139.00