Dive into Power Pivot with CALCULATE() & time intelligence. Learn advanced PivotTable reporting, filter context, and trend analysis.
About this Event

This will be a walkthrough of Chapter 9 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.

Recording & downloads

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

By attending this free online workshop, you will understand:

The purpose and functionality of the CALCULATE() function in Power Pivot
How CALCULATE() can modify filter contexts to enable more advanced analysis in PivotTables
Techniques for incorporating single and multiple criteria into CALCULATE() measures
The role of the ALL() function in conjunction with CALCULATE() to clear filter contexts
How to leverage time intelligence functions in Power Pivot for trend analysis and comparison
The importance of adding a calendar table to facilitate time-based calculations

And you’ll be able to:

Craft CALCULATE() measures with single and multiple criteria to enhance PivotTable reporting
Apply time intelligence functions, such as TOTALYTD() and SAMEPERIODLASTYEAR(), to analyze trends in Excel
Add a calendar table to the Data Model and establish relationships for accurate time-based analysis

Who this is for

Typical job titles might include:

Data analysts
Financial analysts
Marketing coordinators
Accountants
Controllers
Operations analysts

Prerequisites

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.

About your instructor

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.