Master Excel Power Pivot & DAX (Beginner to Pro) – Leila Gharani

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10x YOUR PRODUCTIVITY IN EXCEL!

Do you need to combine data from different sources and report on it? Perhaps visualize the results with interactive Excel dashboards?

With Power Pivot and Excel’s Data Model, you can easily combine data from different sources. DAX enables you to write formulas that perform lightning-fast on large data.

If reporting on scattered data is something you need to do, then you’ll need to use Excel’s Power Pivot and data modelling tools. You’ll get the right start with this course.

Are You Able To Bridge The Gap Between A Spreadsheet Full Of Data And The Big Picture?

Excel users who deal with large amounts of data should be given a constant supply of Gatorade and gym towels.

Why?

Because transforming that data into meaningful reports can feel like being in an Olympic event. It is hard.

You sit there, Excel open on your computer, and groan at the sight of data everywhere.

You’ve got data spread across multiple tabs
You’re got data in a CSV file, SAP, or Oracle
You’ve got multiple tables that need to be combined into one

It’s like walking back into your home after your child’s birthday party.

“What a mess…”

So you roll up your sleeves and get to work. You know it’s going to be a late night, but the job must be done, right?

How to Bridge the Gap with Ease

Your Excel life will only reach that peaceful, Zen-state when you can bridge the gap between looking at data and presenting it.

And do it with ease.

After all, shouldn’t presenting data be the goal? What good is having data if you’re not going to present it, analyze it, and make decisions?

When you can bridge this gap, without pulling a hamstring, you finally achieve Excel nirvana.

Excel’s Data Model to the Rescue

Excel’s Data Model can relieve your burden of transforming data. It’ll do the heavy lifting, so you can get back to those thousand other tasks on your to-do list.

Specifically, a tool called Power Pivot.

Power Pivot is the second “power tool” in Excel’s power toolbox. Power Pivot is the engine that turns your raw data into useful metrics, which can then be presented via beautiful reports.

How I Discovered Power Pivot

Hi, I’m Leila Gharani. I’m a Microsoft MVP and have taught Excel to over 340,000 students through my courses.

Power Pivot has been around for a while, but I never thought I needed it. I didn’t create complex models in Excel. I created reports. Of course, that was the wrong thinking. But I didn’t know at the time.

A lot of the reports I created were based on data from different places. Some reports required complex logic to get the outcome we were after. They were time-consuming to create and maintain. I needed to use a combination of VBA and crazy functions to relate the data together so I could report on it.

That was the time I decided to “test” Power Pivot, to see if it could save me time from writing another VBA routine. As with most tools, there is an “easy” side to Power Pivot and an “advanced” side. The easy side was all I needed for that report. With just a few drag-and-drops and a few clicks my report was done.

No VBA, no formulas! It was that easy!

I was so excited by the possibilities that I went on to learn DAX which is the formula language of the Data model. With DAX (Data Analysis Expressions) you can create your own custom functions and KPIs. It all turned out to be so much easier than I’d imagined.

Today, I’d like to invite you to bridge the gap between fetching data and presenting it.

Introducing: The Mastering Power Pivot & DAX Course

This step-by-step online course helps you quickly create reports others might find impossible to do.

No longer will you run out of steam after importing your data.
No longer will you be asking, “What’s next?”, once you have your dataset prepared.
No longer will you struggle with VLOOKUPs, multiple pivot tables, merging datasets, and the many other problems faced by Excel users who haven’t learned PowerPivot.

Working for my client, a multinational manufacturing company, the head of procurement asked me to make a model to track the steel prices, as steel is a large component of their cost.

I have worked for the past 10 years as a management consultant and am considered an Excel expert by virtually all my clients and colleagues. My initial model was built without Power Query/PowerPivot. It took me at least 21 man-days to build as client requests changed and the model became increasingly complex.

In the final days of making the model, it became clear that although it worked, it was hardly sustainable: it took me 4 hours (I’ve got the recordings) to explain to the client how the model works and needs to be updated.

Around the same time, I started Leila’s DAX and Power Query course. Based on her teachings, I agreed with the client to rebuild the model, generating the same output but through PQ/DAX. It took me 10 full working days to set it up – including at least 70% of time just waiting for PQ to load the data, while I followed the courses. The result: a virtually fully automated report that was more dynamic than the first one.

After this second iteration, and being much more comfortable with PQ/DAX, I decided to build the same model with everything else Leila taught me while I was making the second iteration of the model. Now, using locally stored representative snippets of the client files (to avoid long loading times) I built an even better version of the report in under a day.

Bottom line: from a 21-day unusable model to a 1-day fully dynamic and automated report thanks to Leila. A steep learning curve, but I’ll never use Excel in the same way again.

Paul B.

Here’s Your Learning Path

You can view the detailed curriculum below.

See anything that jumps out? Which lesson do you think you’d begin with?

Master Excel Power Pivot & DAX (Beginner to Pro)

Leverage Excel’s Data Model, Power Pivot & DAX to quickly create reports on large and scattered data which others find impossible to do. Get up and running with Power Pivot in just an hour or two.

 This course includes:

Over 14 hours of video content spread over 120 videos and 18 modules

Choose your starting point – Essentials, Advanced, or Pro

Downloadable Files to practice along

Course Notes & Cheat Sheets for quick reference

Excel Dashboard Techniques (including smart tricks you probably haven’t seen anywhere else)

Challenges & Quizzes to test your skills

LIFETIME Access so you never feel rushed

Comment sections to ask questions and get answers from our friendly teaching assistants

CPD Accredited Certificate of Completion

English Closed Captions

Bonus Course eBook (over 340 pages)

Bonus Interactive Business Excel Dashboard

Section 1: Welcome to Your Power Pivot, Data Modelling & DAX Course

What You Can Achieve with Power Pivot, Data Model & DAX

Download These Files to Follow Along

**** Power Pivot, DAX & Data Modelling Essentials ****

Roadmap for the Essentials Module

Brush up Your Pivot Table Knowledge (if you need to…)

Section 2: What You Can Do with Power Pivots That You CAN’T DO with Pivot Tables

Imagine this…

What it Costs You When You Don’t Know DAX (or Data Model)

What Happens When You Know About the Data Model

More Benefits: Convert Pivot Table to Formulas & Show Filtered Totals

Best Combination for Data Modelling: Power Query & Power Pivot Together

When to Use Pivot Tables Vs. Power Pivots (Become Pro)

3 Quick (Power) Pivot Table Tips

Quiz – Power Pivot vs. Pivot Table

Key Takeaways: When to Use a Data Model

Section 3: Getting Started with Power Pivot & the Data Model

Power Query Tips: Data Types, Changing Source File & Forgetting to Load to Model

Power Pivot Window: Create Relationships from Diagram View

Lookup Tables vs. Data Tables (Dimension vs. Fact Table)

Star Schema vs. Snowflake Schema

How Relationships Flow (Become Pro)

Tip: Adding Hierarchies & Hiding from Client Tools

Activity: Create a Data Model & Set up Your First Power Pivot

Adjust Default PivotTable Options (Become Pro)

Challenge: How Do You Handle One BIG Table?

Key Takeaways: Best Practice for Data Models

Quiz – Power Pivot & Data Model View

Note on Handling Many to Many Relationships

Section 4: DAX Measures & Syntax

Introduction to DAX: Implicit vs. Explicit Measures

Overview of Common DAX Functions

Creating Measures, Syntax & What to Watch Out For

Challenge: Create Measures – Unique Count & Median – Preference?

Challenge Solution: Create Measures – Unique Count & Median

Quick Useful Tips: QAT, Value Field Settings, All Vs Active, Pivot Settings (Become Pro)

IF Function & Avoiding Errors When Writing Measures

How Measures Work – Introduction to Filter Context

Add KPI’s to your Reports (Become Pro)

Add Conditional Formatting to Your Reports

Challenge: Add a Color Scale to Your Report

Quiz – Measures & Syntax

Key Takeaways

Section 5: Calendar Tables

Why you Need a Calendar Table

Easiest Way to setup a Calendar Table

Setup a Calendar Table in Excel

Create a Dynamic Calendar Table in Power Query (Become Pro)

How to Sort Calendar Columns Correctly (MMM-YY, Months, Week Days)

TOTALYTD for YTD Calculations (Including Fiscal Periods)

CHALLENGE: MTD Calculation

Key Takeaways

Section 6: Calculated Columns Vs Measures

Calculated Columns in DAX (vs. Power Query vs. Measures)

Tips for Working with Calculated Columns

CHALLENGE: New Calculated Columns (Half Year, Members & Product Type)

Calculated Column for Total Sales Calculation

DAX Iterator Functions: SUMX versus SUM (Total Sales Calculation) – Become Pro

Quiz – Calculated Columns Vs Measures

Key Takeaways: When to Use & When to Avoid Calculated Columns

Section 7: Common DAX Functions & Multiple Fact Tables

What You’ll Learn in this Section

DAX RELATED Function

Multiple Fact Tables (Become Pro)

DIVIDE Function & Why it’s Better than Division Operator

CHALLENGE: Find the Mistake

VALUES Function: Calculate Average Daily Sales

Disconnected Tables & HASONEVALUE & SWITCH Functions (Become Pro)

Quiz – Common Functions & Multiple Tables

Key Takeaways: Common DAX function & Multiple Fact Tables

Section 8: Dashboard Project #1 – You’re Responsible for OfficePlus California!

Dataset and your Challenge

Dashboard Challenge: Your Tasks in Detail

Setting Up the Data Model

Stacked BAR Chart with DAX Data (Total Sales by Department)

Total Cost & Margin % Calculation by Product & Department (Slicer)

Doughnut Chart by Custom Region (Connected to Slicer)

Hiding & Showing a Pivot Table (Smart Trick)

Periodic & YTD Slicer Selection (Smart Trick)

Dynamic Text Boxes & CUBE Formulas

Final Touches: Updating Source Data & Formatting Tips

What You Achieved: Key Takeaways

Section 9: Introduction to Advanced DAX Functions

What You’ll Learn in this Section

CALCULATE Function: First Introduction

ALL Function: Remove Filters

Variables in DAX Functions (Become Pro)

CHALLENGE: Calculate Variance Actual to Budget for Innovative Products

Key Takeaways: Introduction to Advanced DAX Functions

BONUS TIPS

CUBE Functions – How to Write these from Scratch!

How to Copy Your Data Model to Another File

**** Advanced DAX: Master Difficult DAX Concepts ****

What You Achieve & Introduction to Dataset

Roadmap for the Advanced Module

Section 10: Data Compression & Smart Tips

Workbook Info & Notes

Setup the Model with a Separate Measures Table (Hidden Tip)

Handling Drill To for Separate Measures Table

DAX Columnar Database & the Advantages it Brings

Data Compression: How to Optimize Your Data Model with Smart Decisions

Quiz

Key Takeaways: Data Compression

Section 11: Evaluation Context & Relationships

Filter Context, Relationships & Grand Totals

CHALLENGE: Filter Context – Calculate Last Day of Sales for Each Month

Concept of Expanded Tables (Become Pro)

RELATED & RELATEDTABLE (When to Use These)

Iterator Functions: When to Iterate & Use Related (SUMX vs SUM)

Row Context: The Skeleton Underneath

CHALLENGE: Find the Mistake! DAX Function is Wrong!

Key Takeaways: Evaluation Context

Section 12: DAX Table Functions & Useful Accompanying Functions

Filter Function to Restrict the Filter Context

CHALLENGE: How Many Orders Below Retail Price?

ALL Function with FILTER to Unfilter

FILTER Function & Filter Context Interaction (Become Pro)

Use Variables for More Clarity

VALUES & HASONEVALUE Function

CONCATENATEX Function to Show Slicer Selection (Become Pro)

CHALLENGE: Get a List of Sales Dates for Each Product

Key Takeaways: DAX Functions

Section 13: CALCULATE Function

CALCULATE Function: Let’s Review the Basics

How to Visualize the Behavior of CALCULATE

How CALCULATE Overwrites Existing Filters – KEEPFILTERS & FILTER (ALL) Combo

OR, AND Conditions in CALCULATE

CALCULATE with OR Condition from Multiple Columns

Behavior of ALL in CALCULATE & Why Context Matters (Become Pro)

ALLEXCEPT & ALLSELECTED in CALCULATE (Become Pro)

Measures Based on Dynamic Thresholds (Disconnected Tables) – Become Pro

Using Aggregation Functions in CALCULATE Filter (Unique Customers To Date)

Using Variables for Complex Calculations

CHALLENGE: Find Last Follower Count (Value for Last Date)

Quiz

CALCULATE: Key Takeaways

Section 14: Context Transition

Context Transition Explained with a Simple Example (Become Pro)

When and How to Avoid Context Transition

Where You NEED Context Transition

CHALLENGE: Maximum & Average Daily Sales

Hidden Secret of Measures & Context Transition in Calculated Columns

CHALLENGE: Explain Why this Measure Returns Wrong Results

Key Takeaways: Context Transition

Section 15: Practical Advanced Calculations

What you Learn: Practical Advanced Calculations

DAX Studio & Visualizing Tables

TOPN Function (Sales of Top 3 Products)

TOPN – Differentiate Between Ties

Find Date with Highest Sales (CONCATENATEX & TOPN)

BONUS: ADDCOLUMNS Function in DAX Studio

Get Product Name with Highest Sales

CHALLENGE: Get the Customer Number with Highest Sales

RANKX Function for Dynamic Ranking

Ranking Multiple Columns: CROSSJOIN Function (Become Pro)

Many to One Side Calculations: Distinct Count of Sales City by Month

CHALLENGE: Distinct Count of Product Category by Month (Based on Sales)

Key Takeaways: Advanced Calculations

**** PRO: Time Intelligence, Difficult Relationships and Advanced Concepts ****

Introduction to PRO Section

Roadmap for the PRO Module

Section 16:

What You’ll Learn in this Section

USERELATIONSHIP for Multiple Relationships (Active vs. Inactive)

CHALLENGE: Calculate Total Sales Based on Delivery Date

Multiple Lookup Tables for Multiple Relationships (Duplicating Calendar)

Many to Many Relationships: Handling Budget Data with Different Granularity

TRUE Many to Many Relationships

Key Takeaways: Data Modeling Challenges

Section 17

Dataset Used in this Section

Overview of Time Intelligence Functions

Year-to-date (YTD), MTD & QTD

Year-to-Date From Scratch (with Filter Function)

Previous Period Comparison (Last Month, Last Year etc.)

Running Total Calculations (Annual Total, 10 Day Total etc.)

Average Moving Total Calculations (Visualize with a Line Chart)

Custom Calendars (e.g. 4-4-5 Calendar) & YTD Calculations

Custom Calendar Previous Year Week Comparison

CHALLENGE: Previous Day Sales & Running Totals

Key Takeaways: Time Intelligence

BONUS: Dashboard Project #2 – You’re Responsible for OfficePlus Headquarter Reporting!

What You Learn with this Dashboard Project

Project Overview

Import Data & Create a Dynamic Calendar Table

Online Sales % Trend by Reporting Region

PY & YTD Comparison with Dynamic Filter for Latest Period

Hidden Excel Trick to add Symbols to Pivot Table without Conditional Formatting

Bar Chart for Instore vs Online Sales (showing current period)

Finalize & Test whether Latest Period Updates on its Own

Section 19: Final Words

Wrapping up & What You’ve Achieved

Leave a Review

Share Your Success with Me!

BONUS: COMPLETE GUIDE TO POWERPIVOT & DAX

DOWNLOAD Your Complete eBook

Here’s something important to keep in mind…

It’s a big curriculum – I know. But you don’t need to watch every second of every video to begin to see benefits.

Start with just a few lessons. Do one challenge exercise. Then, your next day at work, put what you learned into action.

My bet? You’ll say to yourself…

I can’t believe I was doing things the old way!

It’s true. Excel users have this bad habit of getting so comfortable in the old way of doing things, we don’t even pause to consider there might be a faster path.

Power Pivot is your invitation to the fast lane, and this course is your on-ramp.

Hey, you deserve credit just for reading this page. It shows you’re open to learning. Now, take the next step and enroll in the course.

We’ve made it even more of a no-brainer by including a few great bonuses and new features.

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