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.

Program outline

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

Module 1: Analytical Data Model Design

Fact and dimension table structure

Creating reliable table relationships

Avoiding flat-file duplication and ambiguous joins

Module 2: Power Query Preparation

Importing files, folders, and tables

Cleaning, reshaping, and combining data

Refreshable steps and query diagnostics

Module 3: Power Pivot and DAX Foundations

Measures versus calculated columns

Filter context and row context

Core SUMX, CALCULATE, and DIVIDE patterns

Module 4: Time and Comparative Analysis

Calendar tables and date relationships

Period-to-date and prior-period measures

Variance, growth, and rolling calculations

Module 5: Pivot Reporting and Interactivity

PivotTables connected to the data model

Slicers, timelines, hierarchies, and drilldown

Building management-ready analytical views

Module 6: Model Quality and Delivery

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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