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Instructor
Bryan Smith
Instructor
Bryan has more than 25 years of experience as a strategic technology advisor to CPA firms and professional organizations. He is a nationally recognized author and speaker on topics that help CPAs bridge the gap between business and technology.
This 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 or 2016 and the Power Pivot add-in pre-installed.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.
Upon completing this course, you will
The key topics that will be covered in this course include:
Thorough understanding of PivotTables. ALSO, if you wish to follow along, you MUST install the Power Pivot add-in prior to class