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Mastering Excel 2013 Pivot Tables/PowerPivot

Mastering Excel 2013 Pivot Tables/PowerPivot

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01Overview

02Course Outline

03Schedule & Fees

Overview
Why Attend

Working with “big data” has always been a challenging task. In the information age the availability of data is not the question but rather how this data can be sliced and diced to generate meaningful reports and analysis and take a different view of the data to assist management in making proper and informed decisions. Luckily, Excel 2013 came and gave us the ability to work with millions of rows of data using Pivot Tables and PowerPivots. This course will enable you to upgrade your skills in pivot tables as well as understand and apply the add-in feature of PowerPivots for better reporting.

Course Methodology

This is a hands-on course with practical applications and use of MS Excel 2013 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 the key Excel functions to prepare data for analysis using Pivot tables
  • Create and customize pivot tables to reconcile and analyze accounts efficiently
  • Utilize pivot tables functions and calculations to generate a set of management and business analysis reports
  • Run macros to speed up their work and utilize other advanced techniques in data analysis and reporting
  • Report and analyze big data tables using the Excel 2013 feature of Data Model and 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 and work with big data analysis.

Target Competencies
  • Utilizing Excel 2013
  • Practicing pivot tables
  • Working with PowerPivot
  • Reporting
  • Analyzing business data
  • Designing basic macros
Note

This is a hands-on training course using laptops, which will be made available by Gulf for the duration of the training.

Course Outline
  • Key functions to prepare data for pivot table reporting
    • Table format
    • Lookup functions
    • Text functions
    • Naming cells
  • Creating and custoimizing pivot tables
    • Adding fields to reports
    • Adding layers to pivot table
    • Rearranging pivot tables
    • Number and cell format
    • Report layout
    • Calculation in value field
    • Grouping and ungrouping fields
    • Default and customized sorting and filtering
    • Sorting using custom list
    • Filtering using slicers and timelines
    • Connecting multiple pivot tables to one set of slicers
  • Performing calculations within pivot tables
    • Creating calculated field
    • Creating calculated item
    • Using cell references and name ranges
    • Managing pivot table calculations
  • Advanced techniques
    • Using 'macros' to enhance pivot table reports
    • Transposing a data set with a pivot table
    • Utilizing pivot table wizard
    • Auto filtering with pivot tables
    • Creating multiple reports in different workbooks
    • Making use of GetPivotData option
    • Sharing pivot tables with others
  • Analyzing disparate data sources with pivot tables
    • Using multiple consolidation ranges
    • 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 Vlookup
    • Creating better calculations using the DAX Formula language
    • Working with data model in regular Excel 2013
    • Using DAX to create calculated fields
    • Calculate and Related functions
    • Using Key Performance Indicator (KPI) in PowerPivot
      • Compared to an absolute value
      • Compared to a calculated target value
    • Dashboarding with Power View in Excel Pro Plus
Schedule & Fees
2026 Schedule & Fees
USD 3,100
Per participant
  • 18 - 22 Oct, 2026
  • English
USD 3,100
Per participant
  • 18 - 22 Oct, 2026
  • Arabic
USD 3,100
Per participant
  • 22 - 26 Nov, 2026
  • English
USD 3,100
Per participant
  • 22 - 26 Nov, 2026
  • Arabic
2027 Schedule & Fees
USD 3,100
Per participant
  • 17 - 21 Jan, 2027
  • English
USD 3,100
Per participant
  • 17 - 21 Jan, 2027
  • Arabic
USD 3,100
Per participant
  • 21 - 25 Feb, 2027
  • English
USD 3,100
Per participant
  • 21 - 25 Feb, 2027
  • Arabic
USD 3,100
Per participant
  • 18 - 22 Apr, 2027
  • English
USD 3,100
Per participant
  • 18 - 22 Apr, 2027
  • Arabic
USD 3,100
Per participant
  • 23 - 27 May, 2027
  • English
USD 3,100
Per participant
  • 23 - 27 May, 2027
  • Arabic
USD 3,100
Per participant
  • 18 - 22 Jul, 2027
  • English
USD 3,100
Per participant
  • 18 - 22 Jul, 2027
  • Arabic
USD 3,100
Per participant
  • 22 - 26 Aug, 2027
  • English
USD 3,100
Per participant
  • 22 - 26 Aug, 2027
  • Arabic
USD 3,100
Per participant
  • 17 - 21 Oct, 2027
  • English
USD 3,100
Per participant
  • 17 - 21 Oct, 2027
  • Arabic
USD 3,100
Per participant
  • 21 - 25 Nov, 2027
  • English
USD 3,100
Per participant
  • 21 - 25 Nov, 2027
  • Arabic