Training: Automating Reporting Using Power Query & Power Pivot

Key Points

  • Power Query and Power Pivot are FREE add-ins to Excel 2010 and in-built functionality from Excel 2016
  • CMBI provides training to show you how to leverage your Excel knowledge to automate routine reporting using Power Query and Power Pivot

Learn how to transform your organisation's reporting in Excel to the next level using Power Query and Power Pivot.

About CMBI

Using Power Query & Power Pivot to Automate Reporting

Do you want to improve your organisation's reporting with Power Query and Power Pivot? This course builds on CMBI's introductory courses ("Introduction to Power Query" and "Introduction to Power Pivot") and introduces a suite of advanced tips & techniques that can be harnessed to further improve your organisation's reporting in Excel.


Course Details

CMBI's "Automating Reporting With Power Query and Power Pivot" training course will teach business professionals and analysts some advanced techniques to improve their organisation's reporting in Excel. The content is a mixture of technical knowledge transfer as well as practical advice on how you can get the best out of Excel for your organisation.


Duration: 1 day

Cost: $1,440 + GST per training session hosted at your venue

Number of Attendees: to ensure each person gets the required level of support during the workshop we recommend a maximum of 6 attendees.

Prerequisites: To get the most out of this course, we recommend that attendees are familiar with Power Query and Power Pivot, or have previously attended CMBI's "Introduction to Power Query" and "Introduction to Power Pivot" training workshops.

If you are not sure if this is the right course for you, just email us and we'll be happy to advise.


Course Outline

CMBI's "Automating Reporting With Power Query and Power Pivot" training course covers the following topics:

Recap of Power Query and Power Pivot

  • Review of the main features of Power Query & Power Pivot
  • Techniques for presenting data

  • Creating a Pivot Table from Power Pivot
  • Pivot Table format options
  • Using Styles
  • Linked conditional formatting techniques
  • Charts, slicers and dashboard layout
  • Overcoming perceived limitations of Pivot Table layouts:

  • DAX CALCULATE statement
  • Pivot formulas
  • Pivot Table styles
  • Sorting data
  • Building the Report Model end-to-end

  • Power Query import and clean up
  • Power Pivot import
  • Power Pivot data model
  • Data model attributes
  • DAX claculations
  • Creating a formatted dashboard
  • Power Pivot for the enterprise

    • Publishing Power Pivot reports and dashboards
    • Power Pivot and SharePoint 2010
    • PowerView
    • Upsizing to Analysis Services Tabular
    • Self service BI with Power BI


    Why Choose CMBI?

    Why should you choose CMBI for your next training solution?

    • Trainers with hands-on, real world experience
    • Real datasets from an array of education, financial services and government sources
    • Small groups for one-to-one mentoring
    • Instructional videos to take away for future reference
    • Options to tailor the training session to your organisation

    Click here for more training benefits CMBI can offer you and your organisation.


    Contact Us

    For more information or to book a training course, contact Julie McGowan via our contact page.


    See Also