This course you will learn about advanced DAX formulas, also known as Data Analysis Expressions, and how to connect data from different sources before feeding them into 1 single pivot table,
The course is presented in four parts.
First, a brief introduction to Power Pivot and discuss reasons it has become more versatile than the conventional pivot table: o Excel spreadsheet has a limit of 1 million rows, while Power Pivot can connect to over 1 million rows of data. So no limit on the data sources o Power Pivot can combine all data sources into one pivot table. So no more VLOOKUP() o A plethora of DAX formulas in Power Pivot. Plus the formulas can be re-used!
Second, part is to demonstrate basic maneuvers on how to: o map all dimension tables and fact tables together, and o incorporate data from ALL sources into 1 pivot table, and
Third, we demonstrate 6 fundamental DAX formulas in Power Pivot to get you started in building advanced models for effective analytics, including: o CALCULATE o SUMX o RELATED o SAMEPERIODLASTYEAR
Last, we culminate the webinar with the best practices in Power Pivot modeling, including: o Use Measures (or Calculated Fields) over Calculated Column in order to o Table naming conventions, and o DAX format
Prerequisites and Advanced Preparation ● Basic Excel knowledge ● Example: be able to open one Excel file and add a new sheet, etc.
Field of Study: Computer Software & Applications
Financial Reporting Expert
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]
