Go to Settings > Templates > Document Templates > New ( ).

There are two places where you can create an Excel template:įrom the Settings page. Step 1: Create a new template from existing data You can try out the Excel templates included with customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), to get a quick view of what kind of analysis is possible.įollowing are the steps for creating an Excel template. With Excel templates, you can easily create and share your customized analysis with others in your organization. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies such as complaints or refunds, please contact us at or (857) 256-1765.Excel provides powerful ways to analyze and present your data. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit.

Maven Analytics LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Identify DAX syntax and common DAX formula use cases, including stats, logical, text, filter, iterator, and time intelligence functions Identify characteristics of a 'Power' PivotTable, the differences between measures and calculated columns, and examples of filter and row context

Identify Excel's Data Model interface and best practices, including normalization, relationships, hierarchies, cardinality, and filter flow Identify common Power Query tools for connecting, transforming, and loading data, including text, dates, grouping, pivoting, merging, and appending Identify the capabilities of Excel's 'Power' workflow, including importing data, building models, automating ETL processes, and creating DAX calculations Microsoft Excel for PC/Windows, compatible with Power Query & Power Pivot (Power Pivot is currently unavailable in Excel for Mac)Įxperience with Excel PivotTables and formulas is strongly recommended Excel users who are looking for an introduction to advanced analytics and data modeling tools, or preparing to transition into a business intelligence roleĪnalysts or BI professionals using Excel to analyze large datasets (>1mm rows), connect to external sources, or build relational data modelsĪnyone seeking to explore Excel's business intelligence capabilities

Excel power tools for data analysis