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Excel Mastery

PivotTables in depth

Layout, design and report options
Show values as and value field settings
Grouping and calculated fields
Slicers and timelines
Refreshing and managing large sources

Advanced charts

Combination charts and secondary axes
Designing charts for clarity
Dynamic charts driven by tables
PivotCharts
Waterfall, funnel and map charts

Modern formulas

LET: name your calculations
LAMBDA and custom functions
MAP, REDUCE, BYROW and BYCOL
GROUPBY and PIVOTBY
Legacy array formulas you will still meet

Auditing and speed

Tracing precedents and dependents
Evaluate Formula and common error patterns
Calculation modes and slow workbooks
Documenting a model
Reviewing an inherited workbook

Power Query

Connecting to files, folders and the web
Cleaning and shaping data
Merging and appending queries
Unpivoting and reshaping
Parameters and refreshing

The data model and Power Pivot

Why use a data model
Building relationships
DAX measures
Time intelligence basics
PivotTables built on the data model

Automating with macros and scripts

Recording a macro
Reading and editing recorded code
Office Scripts for Excel on the web
Power Automate flows with Excel
Macro security and sharing

VBA foundations

The VBA editor
Variables, conditions and loops
Working with ranges and worksheets
Debugging and error handling
Project: a one click monthly report

M-6-4 · The data model and Power Pivot

8 min

Time intelligence basics

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