First Steps with Power Pivot for Excel

This will be a walkthrough of Chapters 6 and 7 of my book Modern Data Analytics in Excel. You do NOT need to have read the book, but you're certainly welcome to! We'll be walking through the content together for an hour and I'll try taking any questions from readers about the book.

Recording & downloads

• A recording will be made available after the event.
• All downloads used during the event will come from the book's free online repository.

By attending this free online workshop, you will:

• Learn how to use Power Pivot to create complex data models and relationships without merging tables.
• Understand the benefits of Power Pivot versus traditional Excel functions like VLOOKUP and XLOOKUP.
• Master the basics of DAX to create advanced calculations, measures, and KPIs for data analysis.
• Build and manage relational data models using fact and dimension tables in Power Pivot.
• Discover how to optimize your data analysis with hierarchical organization and enhanced data presentation in PivotTables and PivotCharts.

Who this is for

Typical job titles might include:

• Data analysts
• Financial analysts
• Marketing coordinators
• Accountants
• Controllers
• Operations analysts

Prerequisites

• Please have an up-to-date version of Microsoft 365 for desktop installed prior to the workshop.
• To make the most of the workshop, you will have some experience in topics such as taking sums and counts, creating calculated columns, and using relative and absolute references in Excel.
• It is recommended to attend this workshop on a Windows machine
• No other preparation is needed.

About your instructor

George Mount is the founder of Stringfest Analytics. He has over 10 years of experience in data analytics and holds master’s degrees in both finance and information systems from Case Western Reserve University. George is the author of Advancing into Analytics: From Excel to Python and R (O’Reilly, 2021) and Modern Data Analytics in Excel: Using Power Query, Power Pivot, and More for Enhanced Data Analytics (O'Reilly, 2024). He is a recipient of the Most Valuable Professional (MVP) award from Microsoft for technical excellence & community advocacy.

I look forward to seeing you at the event!

If your team is looking for custom training in Modern Excel, check out my corporate workshops.