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Building BI with Pivot Tables On-Demand Training

Starting At: $195.00

Overview

Building Business Intelligence with Pivot Tables is an online video course that is perfect for anyone looking to build reports and quickly summarize 10s to 1,000s of rows of data. This course will provide the analyst with the best ways to source and clean up source data for reporting. As the data is cleansed, the course will show you how to present the data in a way that is easy to use for analysis by presenting data in both tabular and visually. The course will further explore the best ways to analyze the data and drill in and out of data. By the end of this course, you will feel confident sourcing, cleansing, and analyzing data through pivot tables and dashboards.

Goals

  • Develop Excel PivotTables reports and modify their aesthetics
  • Learn how to leverage tools like Power Query and Power Pivot to enhance what’s possible with PivotTables.
  • Understand how to refresh PivotTable local and external data.

 

Course Outline

  • The Value of Pivot Tables
  • Pivot Compliant Data Sets
  • Modifying Pivot Table Look & Feel
  • Sourcing Data
  • Changing Pivot Table Aggregations
  • Slicing and Filtering
  • Building Pivot Based Dashboards
  • Data Refresh & Security

Prerequisites

This is a course aimed squarely at the beginner/intermediate Excel users looking to take their skills to the next level. Before starting this course, you should be comfortable working in Excel. Knowledge of a variety of formula can be helpful, although is by no means necessary. While those comfortable with Pivot Tables are likely to pick up new tricks to make their lives easier, the course is designed to take someone with absolutely no Pivot Table knowledge and teach them how to collect, clean and set up the data, present it in Pivot Tables and build dashboards using Pivot Charts. A basic understand of Excel functions is helpful but not necessary for this course. The target audience of this course is for Power Users who are learning DAX for the first time.

System Requirements

All PivotTable tasks can be performed in any version of Excel. Tasks related to Power Query require installation of the free Power Query tools in some versions of Excel. Tasks related to Power Pivot can only be performed if Power Pivot is installed in your product. Details to activate these tools can be found below:

Excel 2010:

Excel 2013:

Excel 2016:

  • Power Pivot: Requires Excel 2016 Professional PLUS, Excel Pro PLUS (subscription) or a standalone Excel license
  • Power Query: Built in to all versions of Excel

FAQs

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How are LegiTest and LegiTest Server licensed?

LegiTest is licensed per user, per machine where it is used. LegiTest Server is licensed per server instance, with unlimited client access licenses. Please contact sales@pragmaticworks.com for more information.

How is DTS xChange licensed?

DTS xChange is licensed per package conversion. Please contact sales@pragmaticworks.com for more information.

How is DBA xPress licensed?

DBA xPress is licensed per user, per machine where it is used. Please contact sales@pragmaticworks.com for more information.

How are BI xPress and BI xPress Server licensed?

BI xPress is licensed per user, per machine where it is used. BI xPress Server is licensed per server instance with 5 client access licenses included. A client access license is assigned to a single user. Additional client access licenses can be purchased. Please contact sales@pragmaticworks.com for more information.

How is Task Factory licensed?

Task Factory is licensed per server instance. There is no license necessary to use Task Factory in the Integration Services development environment (Visual Studio, SQL Server Data Tools, or Business Intelligence Developer Studio). Please contact sales@pragmaticworks.com for more information.

How are DOC xPress and DOC xPress Server licensed?

DOC xPress is licensed per user, per machine where it is used. DOC xPress Server is licensed per server instance with 5 client access licenses included. A client access license is assigned to a single user. Additional client access licenses can be purchased. Please contact sales@pragmaticworks.com for more information.

Does DOC xPress support encrypted packages and passwords?

Yes, DOC xPress supports SSIS projects and ISPAC that encrypt passwords. It also supports encrypted SSIS packages.

Does Task Factory support Salesforce TLS 1.2?

Yes, but in order to continue using the Salesforce features, you must upgrade to the latest version of Task Factory.  Click here for more information on Salesforce's upgrade to TLS 1.2.

What versions of Visual Studio is LegiTest compatible with?

LegiTest is only compatible with Visual Studio 2012 or 2013. If you are running on an older version, you will need to upgrade.

I already have testing software in place. Why do I need LegiTest?

Most testing software only tests certain aspects of data-centric development. LegiTest allows testing across all aspects of your development lifecycle, providing validation at each stage of development

Will LegiTest work with the systems I already have in place?

Yes. LegiTest easily integrates with existing systems. It can be incorporated into build processes such as MSBuild, TFS, TeamCity and much more.

Why should I care about testing?

Testing your data ensures you catch bugs early, reduce delivery time, reduce the cost of testing and provides provable assurances of the validity of the data. But most of all, testing just works. Testing ensures accurate code, and more importantly accurate data.

What versions of SSIS does DTS xChange work with?

DTS xChange only does conversions for SSIS 2005 or 2008.

Does DTS xChange do full conversions?

In many cases it can, however it is dependent upon the contents of the existing DTS package.

How can DTS xChange save time and money?

DTS xChange uses proprietary rule based engine to migrate DTS Packages to SSIS by applying best practices of SSIS. So by using DTS xChange you not only get higher migration success rate but you also get new features supported by SSIS (e.g. Event Handlers, Logging, XML Configuration Files etc.)

What are the system requirements for DBA xPress?
  • SQL Server Integration Services 2008, 2008 R2, 2012, 2014 or 2016
  • BIDS 2005, 2008, 2008 R2 (Business Intelligence Development Studio), or SSDT 2010, 2012 (SQL Server Data Tools)
  • Microsoft ® .NET 3.5 with Service Pack 1
  • Microsoft ® .NET 4.0
  • Microsoft ® Report Viewer 2005
  • Microsoft ® SQL Server ® 2012 Transact-SQL ScriptDom x86
What is the difference between BI xPress and DBA xPress? (DBA xPress is included in the Pro version of BI xPress)

DBA xPress is a suite of tools designed to aid the DBA with the management of their SQL Servers and data. BI xPress Pro includes DBA xPress with it.

Can I view a sample document?

You can! Click here to download a sample document. Having trouble viewing CHM files? Click here for instructions on how to view them.

What are the differences between DOC xPress Pro and Server?

DOC xPress Server makes it easier to share and explore documentation across the enterprise. It eliminates the need to install DOC xPress Pro to view documentation, do lineage analysis, and update data dictionaries.

What are the system requirements for DOC xPress?
  • SQL Server Integration Services 2008, 2008 R2, 2012, 2014 or 2016
  • BIDS 2005, 2008, 2008 R2 (Business Intelligence Development Studio), or SSDT 2010, 2012 (SQL Server Data Tools)
  • Microsoft ® .NET 3.5 with Service Pack 1
  • Microsoft ® .NET 4.0
  • Microsoft ® SQL Server ® 2012 Transact-SQL ScriptDom x86
Can I customize the way my documentation works?

The DOC xPress and DOC xPress Server templates are used to lend form and reason to the output. They are fully customizable and control what information is included in the documentation. For more information, click here.

What are the system requirements for Task Factory?
  • SQL Server Integration Services 2008, 2012, 2014 or 2016
  • BIDS 2005 or 2008 (Business Intelligence Development Studio) or SQL Server Data Tools 2012, 2014, or 2016 (for Visual Studio 2015)
  • Windows XP or later
  • Windows Server 2000 or later
What functions are available with Task Factory?

There are a number of functions available with Task Factory. Click here to view a complete list.

Can Task Factory be used with Azure?

Yes, Task Factory components can be used with Azure databases.

Can I get just one feature of BI xPress and not purchase the entire product?

BI xPress comes bundled and there is no way to only sell one feature of the product.

Can I make custom templates for the Notification Framework?

Yes, you can designate the reason for the message to go out and make your own custom message that you can share with others.

What are the system requirements for BI xPress?
  • SQL Server Integration Services 2008, 2008 R2, 2012, 2014 or 2016
  • BIDS 2005, 2008, 2008 R2 (Business Intelligence Development Studio), or SSDT 2010, 2012 (SQL Server Data Tools)
  • Microsoft ® .NET 3.5 with Service Pack 1
  • Microsoft ® .NET 4.0
  • Microsoft ® Report Viewer 2005
  • Microsoft ® SQL Server ® 2012 Transact-SQL ScriptDom x86
What are the differences between BI xPress Pro and Server?

BI xPress Server provides the ability to monitor SSIS package execution as well as Reporting Services, making it easier to provide access to this information without the need to install the full BI xPress Pro software.