Learn how to effectively manage and summarise large amounts of data in Excel, compare current and prior year data, create pivot tables and calculation pages, and track historical progress using Power Pivot and Power BI.
Description
In this recorded webinar, you will learn how to manage large amounts of data in Excel using the data management and analysis features. With Power Pivot, you can effectively summarise data and create easy-to-update reports with advanced Excel functions. You'll also learn how to compare current and prior year data, upload raw data, create joins between tables, and report year-to-date information seamlessly. Additionally, you'll create pivot tables and calculation pages, leading to a dashboard displaying key metrics. Finally, you'll discover how to use Power BI to efficiently compare many-to-one relationships, sense check your data, and track your historical progress.
Using a practical exercise and segmented into short lessons for ease of learning, this webinar will help you develop and enhance the technology skills that are important for financial professionals.
Key topics:
- Comparing like data sets e.g. CY vs. PY
- Upload raw data into PowerPivot
- Join the tables so Excel can generate links between the prior year and current years data
- Generate some DAX formula – measures which can be used to generate summaries
- Create a set of Pivot Tables which will feed into an output
As part of this webinar you will receive,
- Downloadable worksheets with practical tasks to embed the knowledge
- A learning manual with step-by-step instructions
This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Click here for Marcus' biography.
Course updated: May 2023
Learning objectives
- Create tables and link them together with database features
- Generate a dashboard based on the linked tables
- Apply data analysis formula in the power suite of Excel