Onsite training is both super fun, and super valuable. We have found that two day training tends to be the sweet spot. It would be really tough to properly cover the material in a single day! Some folks like to have a 3rd day as a way for me to spend deep individual time with folks that have already progressed in modeling their data and need more advanced help.
Our training tends to stay really flexible and interactive. Using SharePoint? Ya, let’s spend some time on that! Need geographic mapping? Ya, let’s spend time looking at Power BI Mapping. As soon as possible in training, we leave our silly “test data” and use your data. This really helps keep the audience engaged, the training relevant to your business, and gives you a great starting model.
To schedule your training, just drop us an email or note via http://tinylizard.com/contact
Typical Agenda:
Day 1:
Introduction
– When and Why to Use Power Pivot
– Tour of the Power Pivot Environment
– Differences in 2010, 2013 and 2016
Loading Data
– Various Methods, Tradeoffs, Best Practices
Working with Multiple Tables
– Relationships: the end of VLOOKUP
– Data Tables vs. Lookup Tables
– Multiple Data tables in a single model
– Troubleshooting your “relationship problems”
Intro to Formulas and DAX
– Similarities to Excel
– Measures (Calc Fields) vs. Calc Columns
– COUNTROWS() and DISTINTCOUNT()
– Best practices
The Magic of Calculated Fields (Measures)
– The dramatic benefits of “Portable formulas”
– CALCULATE() – Your New Best Friend, and How Measures Actually Work.
– ALL(), percentage of totals, and “canceling slicers.”
Day 2:
Power Techniques
– Cube Formulas – Blowing Up Your Pivot Tables Yields Amazing Results
– Introduction to Time Intelligence: Date/Calendar Tables
– Running totals – Year to Date, Month to Date, Lifetime to Date
– Change versus Prior Month/Year Etc.
– Moving averages
Power Query
– When to use it and why
– The “M” language
Power BI
– Tour of Desktop and PBI.com
– Differences with Excel
More Power Techniques
– New customers / visitors per day, month, etc.
– Working with Custom Calendars – “445” and Similar
– EARLIER() – the “this row” function
– Disconnected Slicers – “What If” Pivots and Other Magic
– Finding the top-selling date (or top-performing thing)
– Adding a “Last refreshed date” to your dashboards
– Many to Many – what is it and how to deal with it
Performance
– How to Keep Your Files Small and Your Calculations Fast