Course Transcript
Microsoft Excel 2016 Advanced: Power Pivot,
Custom Formatting, Fills, and Forms
Power Pivot
41. Course Introduction
2. Setting up Power Pivot
3. Connecting Tables
Practice: Using Power Pivot
1. Exercise: Create a PivotTable Using Power Pivot
Custom Formats and Fills
4. Custom Number Formats
2. Custom Date and Time Formats
3, Custom Accounting Formats
4, Custom Fill Series
Conditional Formatting and Filters
4. Custom Conditional Formatting
2. Altering Custom Rules
3. Advanced Filters
Practice: Format, Fills, and Filtering
1. Exercise: Customizing DataCourse Introduction
Learning Objective
After completing this topic, you should be able to
+ start the course
1,
[Course Title: Microsoft Exce! 2016 Advanced: Power Pivot, Custom Formatting, Fills, and Forms.]
Hi, | am Peter Theriault. In this course, Karon Henderson and | will show you how to use Power
Pivot, create custom and conditional formatting, create custom fills, and apply filters to data.Setting up Power Pivot
Learning Objective
After completing this topic, you should be able to
+ configure Power Pivot and import data into a Microsoft Exce! 2016 Workbook
1.
[Topie: Setting up Power Pivot. The presenter is Karen Henderson.] Power Pivot is an Excel add-in
that gives you the ability to analyze large amounts of data quickly. Using Power Pivot, you can bring
together data from multiple data sources, perform complex calculations on that data and then you
Use tools like PivotCharts and PivotTables to build powerful business intelligence reports. In this
demonstration, we're going to look at how to get started with Power Pivot by enabling it in Excel and
then importing data. Power Pivot is an Excel add-in. So, to get started, you need to enable the add-
in. [have a blank new workbook open. [A blank Excel sheet is open on the screen. Running along
the top of the workbook is a ribbon, which includes the File, Data, Insert, and Power Pivot tabs.] And,
to enable Power Pivot, I'm going to click the File tab, And I'll click Options. [The Excel Options dialog
box opens. Now, in the Options box, I'm going to click Add-ins. Power Pivot is an inactive add-in. So,
down at the bottom of the box in the Manage drop-down list, I'm going to click COM Add-ins. And
now I'll click Go, [The COM Add-ins dialog box opens, which displays the list of available add-ins.]
There is Microsoft Power Pivot for Excel in the list. You'll also see Power Map and Power View, two
very powerful reporting tools that you might find useful when displaying data that you've set up in
Power Pivot.
I'm going to check Power Pivot, and then I'll check OK. Now I've enabled the add-in. You can see that
it has its own tab on the ribbon. I'm going to click this Power Pivot tab to get started importing data.
On the Power Pivot tab in the Data Model group, I'm going to click Manage, And that starts up Power
Pivot. [The "Power Pivot for Excel — Book1" file is open. Running along the top of the workbook is @
ribbon, which includes tabs such as Home and Design.] Power Pivot runs in its own window. And I'm
just going to maximize this window to work with it little more easily. Now, in the Power Pivot window, |
need to import some data to work with. So on the Home tab in the Power Pivot ribbon in the Get
External Data group, let's take a look at where you can get data from. It can come From Database
like From SQL Server or From Access. It could come From Data Service like From Microsoft Azure
Marketplace. It could come from an Existing Connections you have set up perhaps to a SharePoint
site. And it can come from another source like an Excel spreadsheet or a text file. 'm going to click
From Other Sources. [The Table Import Wizard opens.]
Now I'll scroll all the way down to the bottom of this list to the last section, which is Text Files, And I'll
click Excel File. And now I'll click Next. [She clicks the Browse button next to the Excel File Path text
box.] I'm going to click Browse to open the Open dialog box. And, in my Documents folder, Ihave an
Employee List file that has the data that | want. So I'll select this, and then I'l click Open. I'l check
Use first row as column headers, and then Ill cick Next. This file just has one sheet in it. And this has
got the data that I want to import. One advantage of importing data through Power Pivot instead of
Excel is that you can rearrange and filter the data during the import, which can be really useful when
working with large amounts of data. In the lower right corner, I'm going to click Preview & Filter. (A
dialog box opens which shows a preview of Employee List excel sheet.] And now | would like to sort
by department. So, in the Department column, I'm just going to click the filter drop-down arrow and
I'm going to sort in alphabetical order. There now based on the sort, | could also filter down data if
had an awful lot of data that was coming in, And | wanted to manage what was coming into Power
Pivot.
I'm going to click OK. And, now in the Table Import Wizard, I'm going to click Finish. And Power Pivot
imports the data, 25 rows have come in. And now I'll click Close. And there is the data in Power
Pivot. This is still data in Excel and | want to save this new workbook. So I'm going to click File, and