This fast-paced course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new dimensions to our data. 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 such as: month-to-date, quarter-to-date, year-to-date, last year same period, last year-to-date, etc. We will also demonstrate the hottest tips and tricks that will take your data analysis to the next level. Although our focus will be on using Power Pivot, we will review some of the other Power BI Tools including: Power Query (Get & Transform), Power BI Desktop and Power BI Services (PowerBI.com). NOTE: If you want to apply the concepts presented, you will need Excel 2013, 2016 or 2019/Office 365 AND the Power Pivot add-in pre-installed. To see our full prerequisite recommendations, see PROGRAM CONTENT section below. 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.
Introduction to Excel Power BI Tools, Loading data into Power Pivot using data modeling, Creating “measures” using DAX functions and formulas, Using a date table to create time-intelligent measures, The DAX calculation process.
Thorough understanding of PivotTables. ALSO, if you wish to follow along, you MUST install the Power Pivot add-in prior to class. See link in Program Content section.
Determine which Power BI tools works best for your needs. Use Power Pivot to analysis your data. Create measures that will help you analyze your data. Use a Date / Calendar table to perform complex date analysis. Apply the DAX calculation process to validate calculations.
Install the Power Pivot add-in prior to class. See link in Program Content section. (Email: PowerBI@cpax.net for details)
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 $299.00
Member Price $199.00