Creating measures and KPIs in Excel Power Pivot

This will be a walkthrough of Chapter 8 of my book You do NOT need to have read the book, but you're certainly welcome to! We'll be walking through the content together for an hour and I'll try taking any questions from readers about the book.

• A recording will be made available after the event.
• All downloads used during the event will come from the book's free online repository.

• Create implicit measures by aggregating data directly in PivotTables and understand their limitations in customization and reusability.
• Create explicit measures using the Power Pivot Measures option, including formatting, validating, and editing them.
• Define KPIs based on explicit measures to track performance against targets and set status thresholds to provide context.
• Apply KPIs to PivotTables for visual representation of performance metrics.

Typical job titles might include:

• Data analysts
• Financial analysts
• Marketing coordinators
• Accountants
• Controllers
• Operations analysts

• Please have an up-to-date version of Microsoft 365 for Windows desktop installed prior to the workshop.
• To make the most of the workshop, you will have some experience in topics such as taking sums and counts, creating calculated columns, and using relative and absolute references in Excel.
• No other preparation is needed.

George Mount is the founder of Stringfest Analytics. He has over 10 years of experience in data analytics and holds master’s degrees in both finance and information systems from Case Western Reserve University. George is the author of (O’Reilly, 2021) and (O'Reilly, 2024). He is a recipient of the Most Valuable Professional (MVP) award from Microsoft for technical excellence & community advocacy.

I look forward to seeing you at the event!

If your team is looking for custom training in Modern Excel, check out my corporate workshops.

Event Venue

Online