Power Query and Power Pivot in Microsoft Excel: A Quickstart Guide Course Description Copyright Ross Maynard 2022 Course Description Power Query and Power Pivot are two tools available in Microsoft Excel. If you are serious about data analysis, then you need to know how to use these tools. This Quickstart guide will give you the skills you need to get started with these powerful features. The Power Query tool allows you to import external data and then modify it to meet your needs, before loading it into Excel. These editing tasks are all things you can do manually in Excel, but Power Query greatly speeds things up when you have a large volume of data. The Power Pivot tool allows you to connect multiple data tables in an extended pivot table. Power Pivot also introduces new analysis and query tools to further enhance data analysis. If data analysis is your thing, then this course will help you get up to speed with these feature-filled tools. Through screen-capture video, the course provides a step-by-step guide to the foundation skills needed to use both Power Query and Power Pivot effectively. The course is designed to make your first steps into Power Query easy and to build your confidence to use them on your own. Both Power Query and Power Pivot are also available in Microsoft Power BI – the data visualisation suite. Once you have learned how to use Power Query and Power Pivot in Excel with this course, you’ll have a head start in getting to grips with Power BI Get up to speed with Power Query and Power Pivot in Microsoft Excel with this Quickstart guide. Key Learning Points On completion of the course, delegates will be able to: Use Power Query to load data from an external source into Microsoft Excel Clean and manipulate external data before loading it into Excel Consolidate separate files with Power Query Update Excel tables with new data in the same format Use Power Query to “unpivot” report tables to prepare the data for analysis Explain the core functionality of Power Pivot Link data tables together in the Power Pivot data model Create pivot tables that draw data from several source data tables Create performance measures and new analysis in the Power Pivot data model Use the most popular DAX query language functions in Power Pivot Curriculum Lesson 1: Power Query Quickstart Lesson 2: Consolidating Files with Power Query Lesson 3: Unpivoting a Table Lesson 4: Power Pivot Quickstart Lesson 5: Power Pivot – Adding Data and Functionality Lesson 6: Key DAX Functions for Power Pivot Lesson 7: The DAX CALCULATE Function Lesson 8: Key Learning Points Pre-Course Requirements There are no pre-course requirements Additional Resources Starter spreadsheets for each lesson are provided so that learners can follow the steps presented. Course Tutor Your tutor is Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants in the UK and has 30 years’ experience as a process improvement consultant specialising in business processes and organisation development. Ross is also a professional author of online training courses. Ross lives in Scotland with his wife, daughter and Cocker Spaniel Questions What is the main feature of Power Query? The ability to link data tables together to create pivot tables that allow data to be drawn from any and all of the source tables The ability to clean and manipulate large volumes of external data efficiently and to load the result into Microsoft Excel The removal of Microsoft Excel’s restrictions on file sizes and the number of rows of data allowed The ability to visualise data in dashboards and management reports What is the main feature of Power Pivot? The ability to link data tables together to create pivot tables that allow data to be drawn from any and all of the source tables The ability to clean and manipulate large volumes of external data efficiently and to load the result into Microsoft Excel The removal of Microsoft Excel’s restrictions on file sizes and the number of rows of data allowed The ability to visualise data in dashboards and management reports Which of the following actions cannot be performed within Power Query? Split text into multiple columns Trimming text and removing spaces Creating calculated columns using DAX functions Make date based calculations Which of the following statements is true? You can use Power Query to combine files that have the same format and open them all in the same spreadsheet You can use Power Query to link data tables and create pivot tables that pull data items from all the linked tables You can use Power Query to create interactive dashboard reports You can use Power Query to export data files to Microsoft Access and other databases Which of the following provides a compelling case to use Power Pivot in Microsoft Excel? The data visualisation and presentation features of Power Pivot are much more powerful than those in Excel Power Pivot offers the ability to clean large files of data imported from other systems quickly Existing reports and tables can be “reverse engineered” (unpivoted) to create data tables for more advanced analysis Files sizes in Power Pivot are smaller than in Excel and there is no limit on the number of rows of data that can be stored. This makes it much faster and more efficient to use Power Pivot for large data sets Power Pivot uses analysis functions from the DAX formula language. What does “DAX” stand for? Digital Architecture Extraction Data Arbitrage Extrapolation Display Analytics Extension Data Analysis Expressions Deeply Annoying Exercise The DAX CALCULATE function is one of the most powerful and useful functions available in Power Pivot. Which statement best describes it? It performs row by row calculations defined by the user and adds the total of them all together for a specified table It performs row by row calculations defined by the user and displays the maximum result for a specified table It performs a defined calculation and then applies filters specified by the user It filters the data in a specified table according to criteria set by the user As well as in Power Pivot in Microsoft Excel, in what application are DAX functions also available? Microsoft PowerPoint Microsoft Forms Microsoft Teams Microsoft Power BI How do DAX functions differ from Microsoft Excel functions? DAX functions are designed specifically for use with SQL based data sources DAX functions are completely new and provide additional functionality within Microsoft Excel DAX functions never take a cell reference or a range as reference, but instead take a column or table as reference DAX date and time functions return a date as a serial number, whereas Excel date and time functions return a datetime data type
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Duration 2 Days 12 CPD hours Overview What's New in This Guide? The behind-the-scenes journal entry for transactions is now included. This course is a continuation of topics following ?Get Started with QuickBooks 2020 for Windows?. First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2020. This course covers features that are in QuickBooks Pro and Premier 2020. Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Creating Reports Working with Quick Reports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs Tracking and Paying Sales Tax Using Sales Tax in QuickBooks Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed Applying Tax to Each Sale Determining What You Owe Paying Your Tax Agencies Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Forms Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Managing Company Files Using QuickBooks in Multi-user Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates
Description: Computer Specialist Diploma Course is intended for those who wants to gain computer skills and knowledge. It has modules which will give you all the ins and outs of operating on a personal computer and its broad applications. First of all, it will cover all the fundamental computing terms, input, output, and storage devices. You will also learn about the operating systems, interface and its applications. As you step up through the hierarchy of the basic to intermediate to expert levels, you will be exposed to several contents which will teach you about networking, internet basic, ergonomics, safeguarding your data from malware, customization, etc. And the end, you will have a profound knowledge about computers. Learning Outcomes: Realise the common computing concepts Figure out the difference between hardware and software, as well as how they work Realise the operations of information networks Be conscious of security measures as well as learn working safely Obtain knowledge of the primary steps of operating a computer, involving using the keyboard,mouse, and Windows desktop Become competent to manage and use files and folders with proficiency Get knowledge of how to implement the fundamental Windows Applications,at the same time, learn Wordpad, Notepad, Task Manager, Calculator, Paint and Internet Explorer. Understand general computing concepts Understand the difference between hardware and software, and how each works Understand how information networks operate Become aware of security concerns and how to work safely Learn the first steps of using a computer, including using the keyboard, mouse, and Windows desktop Be able to effectively manage and use files and folders Learn how to use the basic Windows applications, including WordPad, NotePad, Task Manager, Calculator, Paint, and Internet Explorer Basic computing terms The fundamental computing skills Anatomy of a PC Input, output, and storage devices Operating systems and applications Legal issues, including licensing of software Networking and Internet basics Computers in the workplace Telecommuting and the electronic world Ergonomics, safety, and the environment Being proactive about security Protecting your data Understanding malware Using the mouse, keyboard, and desktop Customizing your computer Printing Understand and using files and folders Basic Windows applications Working with a window Working with applications Browsing the Web Realise the common computing concepts Figure out the difference between hardware and software, and how they function Interpret how information networks work Be alert of security measures as well as how you can work safely Acquire the knowledge of operating the first steps of a computer, learn how to use the keyboard, mouse, as well as Windows desktop Become competent to proficiently handle and apply files and folders Attain knowledge of operating fundamental Windows applications, along with Wordpad, Notepad, Task Manager, Calculator, Paint and Internet Explorer Assessment: At the end of the course, you will be required to sit for an online MCQ test. Your test will be assessed automatically and immediately. You will instantly know whether you have been successful or not. Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam. Certification: After completing and passing the course successfully, you will be able to obtain an Accredited Certificate of Achievement. Certificates can be obtained either in hard copy at a cost of £39 or in PDF format at a cost of £24. Who is this Course for? Computer Specialist Diploma is certified by CPD Qualifications Standards and CiQ. This makes it perfect for anyone trying to learn potential professional skills. As there is no experience and qualification required for this course, it is available for all students from any academic background. Requirements Our Computer Specialist Diploma is fully compatible with any kind of device. Whether you are using Windows computer, Mac, smartphones or tablets, you will get the same experience while learning. Besides that, you will be able to access the course with any kind of internet connection from anywhere at any time without any kind of limitation. Career Path After completing this course you will be able to build up accurate knowledge and skills with proper confidence to enrich yourself and brighten up your career in the relevant job market. Module 01 Basic Terms 00:15:00 Types of Computers 00:15:00 Anatomy of a PC 00:30:00 How a PC Works 00:15:00 CPU and Memory 00:30:00 Input Devices 00:15:00 Output Devices 00:15:00 Secondary Storage Devices 00:30:00 The Basics 00:15:00 Operating Systems and Applications 00:30:00 How is Software Built 00:15:00 Types of Software 00:15:00 Legal Issues 00:15:00 Module 02 Basic Terms 00:15:00 Advanced Terms 00:15:00 Networking Basics 00:15:00 Basic Internet Concepts 00:30:00 Internet Security 00:30:00 Computers in the Workplace 00:15:00 Tele-Commuting 00:15:00 The Electronic World 00:15:00 Ergonomics 00:15:00 Safety and the Environment 00:15:00 Being Proactive 00:15:00 Identifying Yourself 00:15:00 Protecting Your Data 01:00:00 Understanding Malware 00:15:00 Protecting Against Malware 00:15:00 Module 03 Application Basics 00:30:00 Basic Applications 01:00:00 Working with a Window 01:00:00 Working with WordPad 01:00:00 Working With Applications 01:00:00 Basics of Web Browsers 01:00:00 Browsing the Web 00:15:00 Working with Bookmarks 01:00:00 Working With Web Pages 01:00:00 Printing Web Pages 01:00:00 Module 04 First Steps 00:30:00 Basic Tasks 01:00:00 Using the Desktop 00:15:00 Customizing Your Computer 00:15:00 Printing 00:15:00 The Basics of Files and Folders 00:10:00 Managing Files and Folders, Part I 01:00:00 Managing Files and Folders, Part II 00:15:00 Viewing File or Folder Properties 00:30:00 Working With Files and Folders 00:30:00 Compressed Files 00:05:00 Order Your Certificate and Transcript Order Your Certificates and Transcripts 00:00:00
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