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Excel Bootcamp (1) Week3

The document outlines a course on Excel that includes modules on fundamentals, data cleaning, statistical analysis, and VBA, with a focus on Pivot Tables, Power Query, and Power Pivot. It details how Pivot Tables summarize data for analysis and how Power Query allows for data shaping and integration from various sources. Power Pivot is introduced as a data modeling tool that enhances Excel's capabilities for handling large datasets and complex calculations.

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akym
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4 views6 pages

Excel Bootcamp (1) Week3

The document outlines a course on Excel that includes modules on fundamentals, data cleaning, statistical analysis, and VBA, with a focus on Pivot Tables, Power Query, and Power Pivot. It details how Pivot Tables summarize data for analysis and how Power Query allows for data shaping and integration from various sources. Power Pivot is introduced as a data modeling tool that enhances Excel's capabilities for handling large datasets and complex calculations.

Uploaded by

akym
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Overview of the course modules

 Module 1: Excel Fundamentals

 Module 2: Data Cleaning and Transformation

 Module 3: Pivot Tables, Power Query, and Power Pivot

 Module 4: Statistical Analysis

 Module 5: Excel VBA

Final Projects: Show Your Mastery


Heritage Bank Internal
Module 3: Pivot Tables, Power Query, and Power Pivot
 In this presentation, we'll delve into Pivot Tables, Power Query, and Power Pivot in
Excel.
 A PivotTable summarizes a selection of data to make it more meaningful.
 You can use a PivotTable to summarize, analyze, explore, and present summary data.
PivotCharts complement PivotTables by adding visualizations to the summary data in a
PivotTable, and allow you to easily see comparisons, patterns, and trends.
 Both PivotTables and PivotCharts enable you to make informed decisions about critical
data in your enterprise.
 Subtotaling and aggregating numeric data, summarizing data by categories and
subcategories, and creating custom calculations and formulas.
Expanding and collapsing levels of data to focus your results and drilling down to details
from the summary data for areas of interest to you. Heritage Bank Internal
POWER QUERY
With Power Query (known as Get & Transform in Excel), you can
import or connect to external data, and then shape that data
 for example, remove a column, change a data type, or merge
tables, in ways that meet your needs.
Then, you can load your query into Excel to create charts and
reports.
 Periodically, you can refresh the data to make it up to date.

 Power Query is available on three Excel applications, Excel for


Windows, Excel for Mac and Excel for the Web. Heritage Bank Internal
 There are four phases to using Power Query.
1. Connect Make connections to data in the cloud, on a
service, or locally
2. Transform Shape data to meet your needs, while the
original source remains unchanged
3.Combine Integrate data from multiple sources to get a
unique view into the data
4. Load Complete your query and load it into a worksheet or
Data Model and periodically refresh it.

Heritage Bank Internal


POWER PIVOT
Power Pivot is a data modeling technology that lets you create data
models, establish relationships, and create calculations.
With Power Pivot you can work with large data sets, build extensive
relationships, and create complex (or simple) calculations, all in a high-
performance environment, and all within the familiar experience of Excel.
 Power Pivot is available as an add-in for Excel, which you can enable by
following a few simple steps:
 Go to File > Options.

 Go to Add-ins, under the Manage drop-down list, choose COM Add-Ins and select
Go.
Heritage Bank Internal
POWER PIVOT
A data model is a collection of tables or other data, often with
established relationships among them.
 The following image shows the Power Pivot window with a
table displayed.

Heritage Bank Internal

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