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Training Course: Advanced Excel: Power Query, Power Pivots and Macros


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IT234694

4 - 8 May 2025

Istanbul (Turkey)

Hotel : DoubleTree by Hilton Istanbul Esentepe

Cost : 5775 € Euro

Introduction

Though many professionals use Excel on a daily basis, Excel has many undiscovered functions that can increase productivity even further. In this course, we will explore one of the relatively new tools brought by Excel to help professionals in cleaning up and preparing data for further analysis and reporting: Power Query. This tool is available as an "Add in" on Excel 2013 but comes readily available on Excel 2016 and newer versions. In addition, we will cover many features of pivot tables which is the main reporting tool in Excel. We will also take a look at PowerPivot, another powerful tool in Excel which will put your pivot tables on turbo. While pivot tables have some limitations, PowerPivot can be used when you have significantly big data. The last part of the course is dedicated to automating your Excel reports and reconciliation through the use of macros.

Course Methodology

This is a hands-on course with practical applications and use of Microsoft Excel 2016 throughout the five days. All examples, exercises and cases are practiced in Excel.

Course Objectives

By the end of the course, participants will be able to:

  • Apply key Excel functions to prepare data for analysis using pivot tables
  • Create and customize pivot tables to reconcile and analyze accounts efficiently
  • Utilize Power Query to clean up and prepare data for reporting
  • Utilize pivot tables functions and calculations to generate a set of management and business analysis reports
  • Run macros to speed up work and utilize other advanced techniques in data analysis and reporting
  • Report and analyze big data using PowerPivot

Target Audience

Accountants, senior and junior accountants, business analysts, accounting and finance professionals, business analysts, research professionals and staff from any function who need to master and upgrade their skills in Excel pivot tables, Power Query and Power Pivots and work with big data analysis.

Target Competencies

  • Power Query
  • Practicing pivot tables
  • Working with PowerPivot
  • Reporting
  • Analyzing business data
  • Designing basic macros

Course Outlines

Day1

Key functions to prepare data for pivot table reporting

  • Table format
  • Lookup functions
  • Text functions
  • Naming cells

Day 2

Advanced techniques in creating and customizing pivot tables

  • Number and cell format
  • Report layout
  • Calculation in value field
  • Grouping and un-grouping fields
  • Default and customized sorting and filtering
  • Sorting using custom list
  • Creating calculated field
  • Filtering using slicers and timelines
  • Connecting multiple pivot tables to one set of slicers
  • Customizing reports using the GetPivotData option

Day 3

Power Query: A must-have skill

  • Introduction to this new feature
  • Where does Power Query fit in the Power family!
  • Get and transform: Link your Excel to external other data sources
  • Excel files
  • Text files
  • Web
  • SQL
  • Creating and editing the Query
  • Get data from: Tables, files and folders
  • Power Query to clean up data
  • Practical examples:
  • UnPivotting data
  • Working with nested column headers and merged cells
  • Naming, merging, splitting and removing columns
  • Filtering rows in different ways
  • Transforming and formatting data
  • Combining queries: Merge and Append
  • The different types of joining data

Day4

Analyzing disparate data sources with pivot tables

  • Utilizing pivot table wizard
  • Using internal data model
  • Building pivot tables using external data sources

The new world of PowerPivot

  • Benefits and drawbacks of PowerPivot
  • Merging data from multiple tables without using V-Lookup
  • Creating better calculations using the DAX Formulas
  • Using DAX to create calculated fields
  • Calculate and Related functions

Day 5

Introduction to Macros: Let Excel do the work for you

  • Where you cannot use Power Query, use macros
  • Planning your macro
  • Creating and recording macros
  • Editing macros
  • Introduction to Visual Basic for Application (VBA)

IT manager

Training Course: Advanced Excel: Power Query, Power Pivots and Macros


Register Now
Quick Inquiry
Discount Group Download Brochure (36)

IT234694

4 - 8 May 2025

Istanbul (Turkey) - DoubleTree by Hilton Istanbul Esentepe

Hotel : DoubleTree by Hilton Istanbul Esentepe

Cost: 5775 € Euro


  About Istanbul

Few places compare to the vibrant, cosmopolitan city of Istanbul, whose enormous size straddles both Europe and Asia, forming a bridge between western and eastern cultures. Resting upon the natural harbor of the Golden Horn, the skyline of the once-Constantinople is pierced with minarets and ancient monuments that embody centuries of history. While it is brimming with historical landmarks and colorful markets, modern Istanbul is also well represented through its contemporary art scene, European-style café culture, world-class dining venues.


  Things to do and places to visit in Istanbul

Istanbul is teeming with attractions and landmarks from historic sights and unique cuisine to lively markets and unmistakable culture. It is a thriving city, with a myriad of things to do that skillfully manage to blend every aspect of both the contemporary and the historical world.

On a city break in Istanbul be sure to:

  • Visit a hammam, a traditional Turkish bath, whose origins date back to Roman times.
  • Marvel at the Hagia Sophia, Süleymaniye Mosque and Blue Mosque, Istanbul's most spectacular monuments that dominate the skyline.
  • Explore the Topkapi Palace Museum, one of Istanbul's most visited museums, home to over 80,000 artifacts.
  • Walk through the Basilica Cistern, an underground marvel built in the 4th century.
  • Be dazzled by the Grand Bazaar, one of the world's oldest and largest covered markets.
  • Go shopping for exotic products and Turkish delights in the Spice Bazaar.
  • Cross the bridge connecting Europe and Asia against the backdrop of the Bosphorus, or take a Bosphorus cruise.
  • Taste the diversity and flavor of Turkish cuisine.
  • Admire panoramas of the city from the Galata Tower.
  • Walk through Taksim Square, the city's dynamic square that never sleeps.
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