4D Training & Consultancy

Microsoft Office

Advanced Excel Analytics and Power Pivot

This practical course develops directly applicable capability in Advanced Excel Analytics and Power Pivot. Participants work in depth on Analytical Data Model Design, and Power Query Preparation, and Power Pivot and DAX Foundations, then convert the methods into tools and actions suited to their workplace.

Duration confirmed during proposalIn-house, online, or customized deliveryCorporate teams and professional groups

Objectives

  • Apply the principles and methods of analytical data model design in a workplace context.
  • Apply the principles and methods of power query preparation in a workplace context.
  • Apply the principles and methods of power pivot and dax foundations in a workplace context.
  • Apply the principles and methods of time and comparative analysis in a workplace context.
  • Apply the principles and methods of pivot reporting and interactivity in a workplace context.
  • Apply the principles and methods of model quality and delivery in a workplace context.

Target audience

  • Professionals responsible for the subject area
  • Managers and supervisors
  • Analysts, coordinators, and specialists
  • Project and improvement teams
  • Employees preparing for broader responsibilities

Program outline

A clear structure for the learning journey.

Outline points are grouped in one designed block instead of being treated as separate module cards.

6modules18topics
  1. 01Analytical Data Model Design3 topics
    • Fact and dimension table structure
    • Creating reliable table relationships
    • Avoiding flat-file duplication and ambiguous joins
  2. 02Power Query Preparation3 topics
    • Importing files, folders, and tables
    • Cleaning, reshaping, and combining data
    • Refreshable steps and query diagnostics
    • Measures versus calculated columns
    • Filter context and row context
    • Core SUMX, CALCULATE, and DIVIDE patterns
    • Calendar tables and date relationships
    • Period-to-date and prior-period measures
    • Variance, growth, and rolling calculations
    • PivotTables connected to the data model
    • Slicers, timelines, hierarchies, and drilldown
    • Building management-ready analytical views
    • Reconciliation and control totals
    • Performance, naming, and documentation
    • Publishing a refreshable Excel analytics pack

Materials provided

  • ○ Course-specific presentation slides
  • ○ Practical exercises and facilitated activities
  • ○ Course-specific worksheets, checklists, and templates
  • ○ Applied workplace case studies
  • ○ 4D Certificate of Completion issued by 4D Training & Consultancy
  • ○ Post-course support for implementation questions

Training Options

Programs can be delivered in-house, online, or in a blended format depending on your team's schedule, location, and learning objectives. When an external certificate or exam is included, certification rules and fees remain under the relevant awarding body's policies, while 4D provides the training and preparation support.

Why choose 4D

4D adapts this program to the participant group and workplace context. Delivery combines structured explanation with course-specific exercises, realistic cases, working tools, and an action-planning component so participants can transfer the learning to their roles.

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