Excel 365: Model Tables in Power Pivot

Course description

This course introduces learners to data modeling within Excel 365 using Power Pivot, a powerful built-in add-in designed to support advanced data analysis through relationships between multiple tables. The training begins by establishing the foundational concepts of data modeling, explaining how to relate distinct datasets and build models that serve as the backbone for PivotTables and PivotCharts. Emphasis is placed on the flexibility and benefits of creating a local data model, particularly for users who want to analyze multiple data sources within a single workbook. Learners are guided through enabling the Power Pivot add-in and exploring its key features, including the data model view, measure management, and KPI integration. Instruction is provided on how to add Excel-based tables to the data model, structure them appropriately, and transition between data and diagram views. A practical demonstration of table relationships highlights the importance of one-to-many joins and common key fields for linking tables effectively. Additional concepts include identifying relationship types, working with junction tables, and understanding how data is stored in memory to support efficient analysis. The course equips learners with the knowledge to start constructing robust data models that enable dynamic reporting and dashboard creation within Excel. Through the use of Power Pivot, users will gain a deeper understanding of structuring and organizing data for scalable, insightful business intelligence directly from their spreadsheets.

Course outline