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Accounting & Assurance

Advanced Excel Analysis – Part 2: DAX Formulas in Power Pivot (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
REQUIRED
Refer to Special Notes

Overview

Working through the webinar one module at a time, you will receive instructions from the instructor, be asked to watch the video, complete a practice session and then return to the Zoom meeting for Q&A with the instructor and to review the module. The instructor will be available in the Zoom meeting for the duration of the day to answer questions.

Advisory: Videos are hosted on the video-sharing platform Vimeo - please ensure your computer, internet and browser settings allow you to access and watch videos hosted on Vimeo as this will be an integral part of the course.

Course Description

While a well-related model is a core part of making Power Pivot sing, understanding DAX formulas is what really takes your Power Pivot to the next level. This course is intended to help you up your DAX game so that you can make your PivotTables show the exact aggregations you need. From creating simple measures to controlling % of grand totals which don’t lose their context upon filtering, to advanced patterns to control date period intelligence, we’ll cover it here.

If you’ve grown into Power Pivot but haven’t spent time studying DAX to any level of depth, this course is for you. After this course, you’ll be comfortable rolling your own custom measures to make your projects report EXACTLY the way you want.

Applicable for

Accountants and data professionals who are responsible for building business intelligence reports.

MAC users - Power Pivot cannot be installed in any version.

Content

  • review of dimensional modelling terms and techniques and recommended practices
  • building basic DAX measures from scratch
  • understanding “Filter Context” and how it applies to formula calculation
  • debugging a measure
  • using CALCULATE() and ALL() to truly master your filter context
  • advanced conditional logic patterns
  • using iterator functions like SUMX() and AVERAGE()
  • advanced time intelligence patterns

Course Dates & Registration

Aug 26, 2026
9:00AM - 5:00PM
Online Virtual
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Available
Mar 13, 2026
9:00AM - 5:00PM
Online Virtual
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Past
Aug 19, 2025
9:00AM - 5:00PM
Online Virtual
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Past
Nov 15, 2024
9:00AM - 5:00PM
Online Virtual
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Past
Jul 16, 2024
9:00AM - 5:00PM
Online Virtual
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Past

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Special Notes
This is a hands-on course. You will need access to either: Excel 2013 Professional Plus or Excel 2013 ProPlus with the free Power Query add-in installed; Excel 2016 or higher; Excel 365. Note that MAC Excel: PowerPivot CANNOT be installed in any version.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Accounting & Assurance

Advanced Excel Analysis – Part 2: DAX Formulas in Power Pivot (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
REQUIRED
Refer to Special Notes
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

Overview

Working through the webinar one module at a time, you will receive instructions from the instructor, be asked to watch the video, complete a practice session and then return to the Zoom meeting for Q&A with the instructor and to review the module. The instructor will be available in the Zoom meeting for the duration of the day to answer questions.

Advisory: Videos are hosted on the video-sharing platform Vimeo - please ensure your computer, internet and browser settings allow you to access and watch videos hosted on Vimeo as this will be an integral part of the course.

Course Description

While a well-related model is a core part of making Power Pivot sing, understanding DAX formulas is what really takes your Power Pivot to the next level. This course is intended to help you up your DAX game so that you can make your PivotTables show the exact aggregations you need. From creating simple measures to controlling % of grand totals which don’t lose their context upon filtering, to advanced patterns to control date period intelligence, we’ll cover it here.

If you’ve grown into Power Pivot but haven’t spent time studying DAX to any level of depth, this course is for you. After this course, you’ll be comfortable rolling your own custom measures to make your projects report EXACTLY the way you want.

Applicable for

Accountants and data professionals who are responsible for building business intelligence reports.

MAC users - Power Pivot cannot be installed in any version.

Content

  • review of dimensional modelling terms and techniques and recommended practices
  • building basic DAX measures from scratch
  • understanding “Filter Context” and how it applies to formula calculation
  • debugging a measure
  • using CALCULATE() and ALL() to truly master your filter context
  • advanced conditional logic patterns
  • using iterator functions like SUMX() and AVERAGE()
  • advanced time intelligence patterns

Course Dates & Registration

Aug 26, 2026
9:00AM - 5:00PM
Online Virtual
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Available
Mar 13, 2026
9:00AM - 5:00PM
Online Virtual
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Past
Aug 19, 2025
9:00AM - 5:00PM
Online Virtual
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Past
Nov 15, 2024
9:00AM - 5:00PM
Online Virtual
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Past
Jul 16, 2024
9:00AM - 5:00PM
Online Virtual
Ken Puls
Ken Puls KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006
Past

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Special Notes
This is a hands-on course. You will need access to either: Excel 2013 Professional Plus or Excel 2013 ProPlus with the free Power Query add-in installed; Excel 2016 or higher; Excel 365. Note that MAC Excel: PowerPivot CANNOT be installed in any version.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.