Leila Gharani – Master Excel Power Pivot & DAX (Beginner to Pro)

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Leila Gharani – Master Excel Power Pivot & DAX (Beginner to Pro)
Master Excel Power Pivot & DAX (Beginner to Pro)
It’s one thing to get data into Excel. It’s another to turn that data into meaningful reports.
Are you able to bridge the gap between a spreadsheet full of data and the big picture?
Excel users who deal with large amounts of data should be given a constant supply of Gatorade and gym towels.
Why?
Because transforming that data into meaningful reports can feel like being in an Olympic event. It is hard.
You sit there, Excel open on your computer, and groan at the sight of data everywhere.

You’ve got data spread across multiple tabs
You’re got data in a CSV file, SAP, or Oracle
You’ve got multiple tables that need to be combined into one

It’s like walking back into your home after your child’s birthday party.
“What a mess…”
So you roll up your sleeves and get to work. You know it’s going to be a late night, but the job must be done, right?
How to Bridge the Gap with Ease
Your Excel life will only reach that peaceful, Zen-state when you can bridge the gap between looking at data and presenting it.
And do it with ease.
After all, presenting data is the goal? What good is having data if you’re not going to present it, analyze it, and make decisions?
When you can bridge this gap, without pulling a hamstring, you finally achieve Excel nirvana.
Data Model to the Rescue
Excel’s Data Model can relieve your burden of transforming data. It’ll do the heavy lifting, so you can get back to those thousand other tasks on your to-do list.
Specifically, a tool called Power Pivot.
Power Pivot is the second “power tool” in Excel’s power toolbox. Power Pivot is the engine that turns your raw data into useful metrics, which can then be presented via beautiful reports.
How I Discovered Power Pivot
Hi, I’m Leila Gharani. I’m a Microsoft MVP and have taught Excel to over 340,000 students through my courses.
Power Pivot has been around for a while, but I never thought I needed it. I didn’t create complex models in Excel. I created reports. Of course, that was the wrong thinking. But I didn’t know at the time.
A lot of the reports I created were based on data from different places. Some reports required complex logic to get the outcome we were after. They were time-consuming to create and maintain. I needed to use a combination of VBA and crazy functions to relate the data together so I could report on it.
That was the time I decided to “test” Power Pivot, to see if it could save me time from writing another VBA routine. As with most tools, there is an “easy” side to Power Pivot and an “advanced” side. The easy side was all I needed for that report. With just a few drag-and-drops and a few clicks my report was done.
No VBA, no formulas! It was that easy!
I was so excited by the possibilities that I went on to learn DAX which is the formula language of the Data model. With DAX (Data Analysis Expressions) you can create your own custom functions and KPIs. It all turned out to be so much easier than I’d imagined.
Today, I’d like to invite you to bridge the gap between fetching data and presenting it.
Introducing:

The Mastering Power Pivot & DAX Course
This step-by-step online course helps you quickly create reports others might find impossible to do.

No longer will you run out of steam after importing your data.
No longer will you be asking, “What’s next?”, once you have your dataset prepared.
No longer will you struggle with VLOOKUPs, multiple pivot tables, merging datasets, and the many other problems faced by Excel users who haven’t learned PowerPivot.

“Working for my client, a multinational manufacturing company, the head of procurement asked me to make a model to track the steel prices, as steel is a large component of their cost. I have worked for the past 10 years as a management consultant and am considered an Excel expert by virtually all my clients and colleagues. My initial model was built without Power Query/PowerPivot. It took me at least 21 man-days to build as client requests changed and the model became increasingly complex.
In the final days of making the model, it became clear that although it worked, it was hardly sustainable: it took me 4 hours (I’ve got the recordings) to explain to the client how the model works and needs to be updated.
Around the same time, I started Leila’s DAX and PQ course. Based on her teachings, I agreed with the client to rebuild the model, generating the same output but through PQ/DAX. It took me 10 full working days to set it up – including at least 70% of time just waiting for PQ to load the data, while I followed the courses. The result: a virtually fully automated report that was more dynamic than the first one.
After this second iteration, and being much more comfortable with PQ/DAX, I decided to build the same model with everything else Leila taught me while I was making the second iteration of the model. Now, using locally stored representative snippets of the client files (to avoid long loading times) I built an even better version of the report in under a day.
Bottom line: from a 21-day unusable model to a 1-day fully dynamic and automated report thanks to Leila. A steep learning curve, but I’ll never use Excel in the same way again.”
– Paul B.
You can view the detailed curriculum below.
Course Curriculum
Section 1: Welcome to Your Power Pivot, Data Modelling & DAX Course

What You Can Achieve with Power Pivot, Data Model & DAX (4:06)
Download These Files to Follow Along
Quick Check-in

******* Power Pivot, DAX & Data Modelling Essentials *******

Roadmap for the Essentials Module
Brush up Your Pivot Table Knowledge (if you need to…)

Section 2: What You Can Do with Power Pivots That You CAN’T DO with Pivot Tables

Imagine this…
What it Costs You When You Don’t Know DAX (or Data Model)
What Happens When You Know About the Data Model
More Benefits: Convert Pivot Table to Formulas & Show Filtered Totals
Best Combination for Data Modelling: Power Query & Power Pivot Together
When to Use Pivot Tables Vs. Power Pivots (Become Pro)
3 Quick (Power) Pivot Table Tips
Quiz – Power Pivot vs. Pivot Table
Key Takeaways: When to Use a Data Model

Section 3: Getting Started with Power Pivot & the Data Model

Power Query Tips: Data Types, Changing Source File & Forgetting to Load to Model
Power Pivot Window: Create Relationships from Diagram View
Lookup Tables vs. Data Tables (Dimension vs. Fact Table)
Star Schema vs. Snowflake Schema
How Relationships Flow (Become Pro)
Tip: Adding Hierarchies & Hiding from Client Tools
Activity: Create a Data Model & Set up Your First Power Pivot
Adjust Default PivotTable Options (Become Pro)
Challenge: How Do You Handle One BIG Table?
Key Takeaways: Best Practice for Data Models
Quiz – Power Pivot & Data Model View
Note on Handling Many to Many Relationships

Section 4: DAX Measures & Syntax

Introduction to DAX: Implicit vs. Explicit Measures
Overview of Common DAX Functions
Creating Measures, Syntax & What to Watch Out For
Challenge: Create Measures – Unique Count & Median – Preference?
Challenge Solution: Create Measures – Unique Count & Median
Quick Useful Tips: QAT, Value Field Settings, All Vs Active, Pivot Settings (Become Pro)
IF Function & Avoiding Errors When Writing Measures
How Measures Work – Introduction to Filter Context
Add KPI’s to your Reports (Become Pro)
Add Conditional Formatting to Your Reports
Challenge: Add a Color Scale to Your Report
Quiz – Measures & Syntax
Key Takeaways

Section 5: Calendar Tables

Why you Need a Calendar Table
Easiest Way to setup a Calendar Table
Setup a Calendar Table in Excel
Create a Dynamic Calendar Table in Power Query (Become Pro)
How to Sort Calendar Columns Correctly (MMM-YY, Months, Week Days)
TOTALYTD for YTD Calculations (Including Fiscal Periods)
CHALLENGE: MTD Calculation
Key Takeaways

Section 6: Calculated Columns Vs Measures

Calculated Columns in DAX (vs. Power Query vs. Measures)
Tips for Working with Calculated Columns
CHALLENGE: New Calculated Columns (Half Year, Members & Product Type)
Calculated Column for Total Sales Calculation
DAX Iterator Functions: SUMX versus SUM (Total Sales Calculation) – Become Pro
Quiz – Calculated Columns Vs Measures
Key Takeaways: When to Use & When to Avoid Calculated Columns

Section 7: Common DAX Functions & Multiple Fact Tables

What You’ll Learn in this Section
DAX RELATED Function
Multiple Fact Tables (Become Pro)
DIVIDE Function & Why it’s Better than Division Operator
CHALLENGE: Find the Mistake
VALUES Function: Calculate Average Daily Sales
Disconnected Tables & HASONEVALUE & SWITCH Functions (Become Pro)
Quiz – Common Functions & Multiple Tables
Key Takeaways: Common DAX function & Multiple Fact Tables

Section 8: Dashboard Project #1 – You’re Responsible for OfficePlus California!

Dataset and your Challenge
Dashboard Challenge: Your Tasks in Detail
Setting Up the Data Model
Stacked BAR Chart with DAX Data (Total Sales by Department)
Total Cost & Margin % Calculation by Product & Department (Slicer)
Doughnut Chart by Custom Region (Connected to Slicer)
Hiding & Showing a Pivot Table (Smart Trick)
Periodic & YTD Slicer Selection (Smart Trick)
Dynamic Text Boxes & CUBE Formulas
Final Touches: Updating Source Data & Formatting Tips
What You Achieved: Key Takeaways

Section 9: Introduction to Advanced DAX Functions

What You’ll Learn in this Section
CALCULATE Function: First Introduction
ALL Function: Remove Filters
Variables in DAX Functions (Become Pro)
CHALLENGE: Calculate Variance Actual to Budget for Innovative Products
Key Takeaways: Introduction to Advanced DAX Functions

BONUS TIPS

CUBE Functions – How to Write these from Scratch!
How to Copy Your Data Model to Another File

******* Advanced DAX: Master Difficult DAX Concepts *******

What You Achieve & Introduction to Dataset
Roadmap for the Advanced Module

Section 10: Data Compression & Smart Tips

Workbook Info & Notes
Setup the Model with a Separate Measures Table (Hidden Tip)
Handling Drill To for Separate Measures Table
DAX Columnar Database & the Advantages it Brings
Data Compression: How to Optimize Your Data Model with Smart Decisions
Quiz
Key Takeaways: Data Compression

Section 11: Evaluation Context & Relationships

Filter Context, Relationships & Grand Totals
CHALLENGE: Filter Context – Calculate Last Day of Sales for Each Month
Concept of Expanded Tables (Become Pro)
RELATED & RELATEDTABLE (When to Use These)
Iterator Functions: When to Iterate & Use Related (SUMX vs SUM)
Row Context: The Skeleton Underneath
CHALLENGE: Find the Mistake! DAX Function is Wrong!
Key Takeaways: Evaluation Context

Section 12: DAX Table Functions & Useful Accompanying Functions

Filter Function to Restrict the Filter Context
CHALLENGE: How Many Orders Below Retail Price?
ALL Function with FILTER to Unfilter
FILTER Function & Filter Context Interaction (Become Pro)
Use Variables for More Clarity
VALUES & HASONEVALUE Function
CONCATENATEX Function to Show Slicer Selection (Become Pro)
CHALLENGE: Get a List of Sales Dates for Each Product
Key Takeaways: DAX Functions

Section 13: CALCULATE Function

CALCULATE Function: Let’s Review the Basics
How to Visualize the Behavior of CALCULATE
How CALCULATE Overwrites Existing Filters – KEEPFILTERS & FILTER(ALL) Combo
OR, AND Conditions in CALCULATE
CALCULATE with OR Condition from Multiple Columns
Behavior of ALL in CALCULATE & Why Context Matters (Become Pro)
ALLEXCEPT & ALLSELECTED in CALCULATE (Become Pro)
Measures Based on Dynamic Thresholds (Disconnected Tables) – Become Pro
Using Aggregation Functions in CALCULATE Filter (Unique Customers To Date)
Using Variables for Complex Calculations
CHALLENGE: Find Last Follower Count (Value for Last Date)
Quiz
CALCULATE: Key Takeaways

Section 14: Context Transition

Context Transition Explained with a Simple Example (Become Pro)
When and How to Avoid Context Transition
Where You NEED Context Transition
CHALLENGE: Maximum & Average Daily Sales
Hidden Secret of Measures & Context Transition in Calculated Columns
CHALLENGE: Explain Why this Measure Returns Wrong Results
Key Takeaways: Context Transition

Section 15: Practical Advanced Calculations

What you Learn: Practical Advanced Calculations
DAX Studio & Visualizing Tables
TOPN Function (Sales of Top 3 Products)
TOPN – Differentiate Between Ties
Find Date with Highest Sales (CONCATENATEX & TOPN)
BONUS: ADDCOLUMNS Function in DAX Studio
Get Product Name with Highest Sales
CHALLENGE: Get the Customer Number with Highest Sales
RANKX Function for Dynamic Ranking
Ranking Multiple Columns: CROSSJOIN Function (Become Pro)
Many to One Side Calculations: Distinct Count of Sales City by Month
CHALLENGE: Distinct Count of Product Category by Month (Based on Sales)
Key Takeaways: Advanced Calculations

******* PRO: Time Intelligence, Difficult Relationships and Advanced Concepts *******

Introduction to PRO Section
Roadmap for the PRO Module

Section 16: Data Modeling Challenges

What You’ll Learn in this Section
USERELATIONSHIP for Multiple Relationships (Active vs. Inactive)
CHALLENGE: Calculate Total Sales Based on Delivery Date
Multiple Lookup Tables for Multiple Relationships (Duplicating Calendar)
Many to Many Relationships: Handling Budget Data with Different Granularity
TRUE Many to Many Relationships
Key Takeaways: Data Modeling Challenges

Section 17: Working with Dates & Time Intelligence Functions

Dataset Used in this Section
Overview of Time Intelligence Functions
Year-to-date (YTD), MTD & QTD
Year-to-Date From Scratch (with Filter Function)
Previous Period Comparison (Last Month, Last Year etc.)
Running Total Calculations (Annual Total, 10 Day Total etc.)
Average Moving Total Calculations (Visualize with a Line Chart)
Custom Calendars (e.g. 4-4-5 Calendar) & YTD Calculations
Custom Calendar Previous Year Week Comparison
CHALLENGE: Previous Day Sales & Running Totals
Key Takeaways: Time Intelligence

Final Words

Wrapping up & What You’ve Achieved
Leave a Review
Share Your Certificate
My Favorite Resources

Here’s something important to keep in mind…
It’s a big curriculum – I know. But you don’t need to watch every second of every video to begin to see benefits.
Start with just a few lessons. Do one challenge exercise. Then, your next day at work, put what you learned into action.
My bet? You’ll say to yourself…
“I can’t believe I was doing

things the old way!”
It’s true. Excel users have this bad habit of getting so comfortable in the old way of doing things, we don’t even pause to consider there might be a faster path.
Power Pivot is your invitation to the fast lane, and this course is your on-ramp.
Hey, you deserve credit just for reading this page. It shows you’re open to learning. Now, take the next step and enroll in the course.
We’ve made it even more of a no-brainer by including a few great bonuses and new features.
Enroll Now in Mastering Power Pivot and DAX
It’s time to bridge the gap between fetching data and presenting it.
It’s time to stop relying on VLOOKUP, copy/pasting, creating multiple PivotTables or just Power Query. It’s time to enter the Excel fast lane.
“An awesome approach from Excel perspective for DAX users.
Leila really took her time to dissect and explain what was happening behind the scene with the DAX functions in Power Pivot where she uses slicers and other tools to clearly explain the behavior of the functions.
The Filter and Row context as well as Evaluation Context and Context Transition has been well explained with visuals that make you grasp this difficult DAX concept. A 5 Star Rated Course.”
– Shadrack Awunyo
“Thank you, Leila, for a truly informative course. The individual modules were very understandable and ‘digestible’, with lots of useful examples. The overall course was really well structured and interlinked. Well worth every cent!”
– Aaron Holmes
It’s Like Three Courses in One
This course is more like three courses in one. Why?
Because PowerPivot, DAX, and Dashboards work together like a 3-person sports team.
You might be wondering, “What the heck is DAX?”
DAX stands for Data Analysis Expressions. DAX formulas are like standard Excel formulas – but on steroids. You can do all sorts of powerful calculations you couldn’t do otherwise.
(My favorites are the time intelligence functions. If you work with data that is spread out over days, months, or years – you’ll fall in love with these DAX formulas.)
You also learn how to combine your data model with “standard” Excel features to create dynamic dashboards that solve real-life challenges.
Finally, if you have aspirations of using Power BI, you must know DAX and the data model. It’s a pre-requisite for taking advantage of Power BI.
Warning: This course is only for you

if you like things to be easy
If you enjoy pain, do not take this course!
Maybe you’re one of those sidewalk warriors who marches around wearing a weighted-vest.
Maybe you’re of those people I see parking at the very back of the store parking lot.
If that’s your cup of tea, this course isn’t for you!
Okay, I get there are health benefits to making things more physically challenging.
But is there a good reason to make your workday more challenging than it needs to be?
Let me be clear: This course will make your Excel life easier.
It will allow you to automate your Excel workday, so that your day glides by like a breeze.
You can be working on your first Power Pivot Challenge in just 15 Minutes
How much does doing things the current way costing you? How often have you been frustrated handling large data in Excel? Have you missed any opportunities because of your current skill level?
A lack of skill might be costing you a great deal!
As you read this page, Excel users across the world are logged into our course area, watching lessons, and completing challenges.
Join them! The doors are open and you’re invited to come inside.
It’s a warm, friendly environment. And even though our students come from all different backgrounds, they have one thing in common: They’re determined to get better at Excel.
We’ll see you inside.