Large amounts of data can become unmanageable fast but with the data management and analysis features in Excel you can keep the largest spreadsheets under control.  Learn how to use power pivot to manage and summarise data effectively, taking the weight out of your Excel files and creating easy to update reports using advanced Excel functions.

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

If the above process is completed correctly you can easily and efficiently upload new data monthly and update the tables.

Learning objectives

  • Creating tables and linking them together with database features
  • Creation of charts and tables to generate a dashboard based on the linked tables
  • Use of some of the newer data analysis formula in the power suite of Excel
  • Work through the detailed tasks accompanying the webinar to test your knowledge 

Audience

Professionals working in SME or Corporate entities in specialist or analyst and mid-level career roles working in job functions such as external reporting, financial control and management accounting.

1 hour

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