Course Code: 5542

Excel Dashboarding and Reporting with Power Pivot

Class Dates:
1 Days
Class Time:
Instructor-Led Training, Virtual Instructor-Led Training


  • Course Overview
  • You will learn how to build dashboard solutions in Excel and Power Pivot. The main goal of building anything in Excel is to display information form one or serveral "raw" data sources, either for your own use or to report the information to someone else. When communication data, it's important to think about how to show and visualize the relevant information in an effective way.

    In this course you will learn real examples and investigate how to visualize information in an effective way, using some basic principles.

    Dashboards should communicate the information you know the user needs very clearly at a level that is actionable and recognizable. You will learn how to design and create a dashboard.

    Excel provides Power Pivot to help you organize, manipulate, and report on your data in the best way possible.

  • Audience
  • Students taking this course are experienced Excel users who are seeking to advance their data analysis capabilities by using Power Pivot.


  • To ensure your success in this course, you should have experience working with Excel 2013 and PivotTables. You should already understand spreadsheet concepts and be comfortable creating and analyzing basic PivotTables. You can obtain this level of skills and knowledge by taking the following courses: Microsoft® Office Excel® 2013: Part 1 (Second Edition)
    Microsoft® Office Excel® 2013: Part 2 (Second Edition)
    Microsoft® Office Excel® 2013: Data Analysis with PivotTables (recommended)

Course Details

  • Introduction to Dashboards and Reports
  • Introduction
  • Dashboards
  • Static Reports
  • Interviewing the relevant business user
  • Planning the Dashboard and Reports
  • Collecting and Preparing the Data
  • Enabling Power Pivot for Excel
  • Importing Data
  • Data Types
  • Creating Relationships
  • DAX Expressions
  • Data Model with DAX
  • Working with Time Calculations
  • Building a Dashboard in Excel
  • Getting Setup in Excel
  • Creating the Dashboard
  • Taking Inventory and Planning the Dashboard
  • Setting Up the Dashboard
  • Calculated Fields
  • DIVIDE Function, VALUES Function, GETPIVOTDATA Function
  • Understanding Sparklines
  • Adding values to a PivotChart
  • Arranging Visuals
  • Reporting Dynamic Date Ranges Using Slicers
  • Linked Tables
  • Making a Template of Your Calculated Fields
  • Building Interactive Reports with Excel Power View
  • Building Interactive Reports with Either Excel or Power View
  • Creating a Revenue Report
  • Slicers
  • Adding Values to PivotTable
  • Grouping (Outlining) Data
  • Creating a Chart
  • Forecasting Using DAX
  • Using Power View for Data Exploration
  • Using Maps
  • Setting Format, Calculated Field in Power View
  • Using Multiples to Compare Data
  • Visualizing the Relationship Between Calculations
  • Sharing Dashboards and Reports
  • Share to SharePoint
  • Share to Office 365 and Power Bi
  • Network or Email
  • Power Pivot Gallery
  • Refreshing Data from SharePoint
  • Getting to Know Power BI
  • Data discovery and Access
  • Data modeling and visualization
  • Enabling Power BI
  • Power View in HTML 5