- Collaboration and relational management - Collaborative logic and relational management - Ability to decipher non-verbal language - Ability to convey meaning, to be a pedagogue - Ability to engage in dialogue and share an analysis - Ability to argue in adversarial debate - Ability to challenge, formulate convictions and sound the alarm
- Data analytics, statistics, data analysis - Fundamental knowledge of statistics, data analysis (including correlation, regression and segmentation) and forecasting methods - Growth (decay), index calculations
- Modeling, simulation, scenarios - Modeling, simulation, scenarios
- Spreadsheets for finance (Excel ) - Mastery of spreadsheets for finance
Mastering a complex environment
Target audience
- Internal auditors
- Researchers
- Management controllers
- Finance, consolidation and accounting managers
- Anyone who needs to handle and synthesize large volumes of data.
2 day
Power Pivot training
Prerequisites
You'll need to have a good command of Excel, and Excel 2010 or higher.
Objectives
◗ Using Microsoft's new restitution and visualization tools
◗ Adopt a data analysis approach
◗ Leverage the power of the "Excel - Power Pivot binomial" to create new types of reports and analyses
◗ Produce relevant summaries and analyses from a large volume of data
Training program
◗ Modeling data in Excel
- Create a model with multiple data sources
- Understanding relationships between tables (cardinality, direction)
- Integrate data with Power Query
✔ UNDERSTAND | Illustration: relational model Mother/Makes/Dimensions in Excel
✔ APPLY | Case study: merging Excel files using Power Query and structuring
links
◗ Getting started with Power Pivot
- Activate Power Pivot and create model-based DCTs
- Add calculated columns to tables
- Build simple measures (sum, average)
✔ UNDERSTAND | Guided demonstration: multi-table DCT via Power Pivot
✔ ASSESS | Quiz: in your opinion... When should you use a calculated column rather
than a measurement?
◗ Introduction to DAX formulas
- Difference between calculated and measured columns
- Basic syntax: SUMX, CALCULATE, FILTER
- Evaluation context management
✔ APPLY | Case study: create dynamic financial indicators (sales, margin, variation)
✔ EXPERIMENTALIZE | Workshop: testing the impact of context on a DAX calculation
◗ Valuing and reporting analysis
- Integrate metrics into a pivot table
- Create an interactive dashboard (slicers, segments)
- Visualize results in Excel (graph, KPI)
✔ APPLIQUER | Case study: building a complete dashboard in Excel
with dynamic filters
✔ EVALUATE | Quiz: what do you think... How do you ensure that a DAX indicator remains
robust to filtering?
Why choose this course?
In the age of data, the Finance function is on the front line. Faced with the explosion in the volumes of information available, it can play a key role in making the most of it within the organization.
This training course offers a practical introduction to Power Pivot, a self-service data visualization tool from Microsoft, with a step-by-step approach to structuring dispersed data, extracting the essential elements and producing clear, useful and exploitable information.
Teaching and assessment methods
Before: self-assessment quiz
During the session : alternating theoretical developments, illustrations and case studies. These contextualized exchanges ensure that knowledge is acquired throughout the course.
Afterwards: the trainer is available to answer any questions relating to the training.
Price
1,860 EXCL.
Testimonials
Power Pivot training
Power Pivot training
Power Pivot training
Jonathan C.
Company
Training