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AI, Technology & Innovation

Power Pivot Fundamentals (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

Discover the full potential of Excel with our Power Pivot course, designed to elevate your data analysis and presentation skills. You’ll learn how to utilize the Power Pivot add-on to create sophisticated business intelligence dashboards with PivotTables and PivotCharts. This course offers step-by-step instructions on setting up dashboards, covering essential functions and best practices that cater to both beginners and experienced users.

As the course progresses, you’ll engage in a hands-on project using provided data sets, applying your newfound skills to build a comprehensive dashboard. By the end of this journey, you’ll have the knowledge and confidence to construct your own Excel dashboards. These skills will enable you to effectively analyze data, track key performance indicators (KPIs), and make compelling time-period comparisons, transforming data into actionable insights. As of 2020, Power Pivot functionality is not available for the Mac version of Excel. Because of this students must use Windows to complete this training.

Where is Power Pivot?
https://support.microsoft.com/en-us/office/where-is-power-pivot-aa64e217-4b6e-410b-8337-20b87e1c2a4b  

 
Access expires 180 days from purchase date

Applicable for

This course is perfect for Excel users looking to step into business intelligence, analysts who depend on Excel, and any data professional eager to improve their data handling and visualization skills. It’s designed to enhance your Excel capabilities, equipping you with the tools to turn complex data into clear, insightful dashboards.

As of 2020, Power Pivot functionality is not available for the Mac version of Excel. Because of this students must use Windows to complete this training.

Learning Objectives

Upon completing this course, you will be able to:

  • create a Power Pivot table by drawing data from several different tables
  • develop simple calculated metrics with consistent formatting
  • assemble multiple pivot tables, charts, and dimensions into a dashboard that provide us with different angles of analysis
  • manipulate context to calculate more advanced metrics
  • utilize DAX Advanced Time Intelligence to create period comparisons and KPIs

Content

This course teaches learners how to create dynamic business intelligence dashboards in Excel using the Power Pivot add-on. Participants will import and model data from multiple tables, establish relationships, and develop calculated metrics using Data Analysis Expressions (DAX). The course also covers assembling PivotTables and PivotCharts into interactive dashboards, enabling analysis of key performance indicators (KPIs) and time-period comparisons. By the end, learners will be equipped to build comprehensive dashboards that transform complex data into actionable insights. 

Course Content Created: August 2020

Course Content Updated: November 2023

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Course Details
Cost
$158
Members
$183
Non-Members
Eligible Hours
4
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
4
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

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.

AI, Technology & Innovation

Power Pivot Fundamentals (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$158
Members
$183
Non-Members
Eligible Hours
4
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
4
Credits

Overview

Discover the full potential of Excel with our Power Pivot course, designed to elevate your data analysis and presentation skills. You’ll learn how to utilize the Power Pivot add-on to create sophisticated business intelligence dashboards with PivotTables and PivotCharts. This course offers step-by-step instructions on setting up dashboards, covering essential functions and best practices that cater to both beginners and experienced users.

As the course progresses, you’ll engage in a hands-on project using provided data sets, applying your newfound skills to build a comprehensive dashboard. By the end of this journey, you’ll have the knowledge and confidence to construct your own Excel dashboards. These skills will enable you to effectively analyze data, track key performance indicators (KPIs), and make compelling time-period comparisons, transforming data into actionable insights. As of 2020, Power Pivot functionality is not available for the Mac version of Excel. Because of this students must use Windows to complete this training.

Where is Power Pivot?
https://support.microsoft.com/en-us/office/where-is-power-pivot-aa64e217-4b6e-410b-8337-20b87e1c2a4b  

 
Access expires 180 days from purchase date

Applicable for

This course is perfect for Excel users looking to step into business intelligence, analysts who depend on Excel, and any data professional eager to improve their data handling and visualization skills. It’s designed to enhance your Excel capabilities, equipping you with the tools to turn complex data into clear, insightful dashboards.

As of 2020, Power Pivot functionality is not available for the Mac version of Excel. Because of this students must use Windows to complete this training.

Learning Objectives

Upon completing this course, you will be able to:

  • create a Power Pivot table by drawing data from several different tables
  • develop simple calculated metrics with consistent formatting
  • assemble multiple pivot tables, charts, and dimensions into a dashboard that provide us with different angles of analysis
  • manipulate context to calculate more advanced metrics
  • utilize DAX Advanced Time Intelligence to create period comparisons and KPIs

Content

This course teaches learners how to create dynamic business intelligence dashboards in Excel using the Power Pivot add-on. Participants will import and model data from multiple tables, establish relationships, and develop calculated metrics using Data Analysis Expressions (DAX). The course also covers assembling PivotTables and PivotCharts into interactive dashboards, enabling analysis of key performance indicators (KPIs) and time-period comparisons. By the end, learners will be equipped to build comprehensive dashboards that transform complex data into actionable insights. 

Course Content Created: August 2020

Course Content Updated: November 2023

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

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.