Harnessing the power of Power Pivot

Date and time	Learning method
Session one: 16/06/2025, 09:30 - 12:30 BST Session two: 17/06/2025, 09:30 - 12:30 BST	Virtual Classroom Delivered over two three-hour sessions.

Forecasting is irrelevant unless you can accurately measure your current business performance. Learn how to use Excel and its related tools to effectively analyse your business.

Since the advent of Power Pivot in Excel 2010, we now have database-like computational power on our desktops, where we can summarise multi-dimensional PivotTables using Data Analysis Expressions (DAX).

This course shows you how you may create bespoke calculations, charts, dashboards and reports using two of Microsoft’s premier tools: Power Pivot and Power BI. It will demonstrate how to create more powerful PivotTable reports and dissect / display data to produce detailed information for business reporting and forecasting purposes. Power Pivot takes PivotTables to the next level and Power BI allows you to design rich and interactive analytical, interrogative tools that look like they have spent weeks in development.

During the course, you will develop a sophisticated case study exploiting many of the powerful tools and functionalities from scratch. Using hands-on examples throughout, you will learn how to convert mountains of data into key business information efficiently and present it to influence strategy.

Learning outcomes:

• Refresher on manipulating Tables and PivotTables in Excel.
• Understand how Power Pivot builds on the functionality in Excel’s native tools, such as PivotTables, Slicers and key multiple criteria functions.
• Be able to import data from a variety of electronic sources and relate them quickly to deliver key information in minutes not weeks.
• Learn how to write powerful formulae in Power Pivot's Data Analysis Expressions (DAX) language.
• Convert your knowledge of Excel into powerful and intuitive dashboards by using Power BI to automate your reports.

Who should attend

Excel users, business analysts and financial / management accountants working with large amounts of data and wanting to prepare dashboards and reports more efficiently and effectively.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this course could contribute up to 6 hours of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the course booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Who should attend?

Excel users wanting to automate manual tasks, business analysts and financial / management accountants working with large amounts of data, key executives wanting to enhance and shorten their business decision making.

Course enquiries

Contact: Events information team

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FAQs

Should you experience any difficulties booking onto the event, please click here.

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Excel level:

What is a virtual classroom?

A virtual classroom provides the same great learning experience as other ICAEW training, except one difference, you can learn from your desk.

Being delivered online makes it so much easier to access in a busy working week and would definitively recommend this type of training. The breakout rooms work really well to allow you to get to know the other participants and share experiences.

Virtual classroom delegate

The focus is on the learner and creating an enriching classroom experience that connects participants globally. Using video, learners can converse and interact with the trainer and other learners in real-time. Whiteboards, break-out sessions, polls, screen-sharing, and interactive Q&A create an immersive learning experience.

I think the virtual training format using Zoom, and the survey features, and break out rooms, really works great. I had no problems engaging with the facilitator and felt he listened to what we said, and kept the pace of the content moving steadily.

Virtual classroom delegate

Secure your place now and keep your skills and knowledge up-to-date.

How do I attend a virtual classroom?

Once you've booked your session, you will receive an email with your booking confirmation. The steps you will need to follow to attend your virtual classroom will arrive in a separate email closer to the date of your course.

Trainer

Dr Liam Bastick FCA FCMA CGMA MVPin Managing director of boutique consulting firm SumProduct, Liam has over 30 years’ experience in financial model development / auditing, Power BI, valuations, M&A, strategy, project finance, training and consultancy. He has considerable experience in many different sectors and as a management consultant, he has provided strategic advisory assistance to many well-known companies about KPI creation and performance measurement / monitoring. A Fellow of three accounting institutes, he is a regular contributor to various accounting institutes with a circulated readership of c.7 million each month. He is also author of An Introduction to Financial Modelling, Continuing Financial Modelling and Financial Modelling in Power BI, amongst other texts, and is also the co-author and lead editor of Excel Insights: A Microsoft MVP Guide to the Best of Excel and the Power BI MVP Book. Upcoming books include Financial Modelling for Project Finance, Financial Modelling with Dynamic Arrays, An Introduction to AI in Finance & Accounting and Financial Modelling using AI.

How are the courses delivered?

All Virtual Classrooms are run by live on Zoom. These are interactive and not recorded, interaction and delegate involvement is encouraged.

When will I receive joining instructions?

You will receive a email with joining instructions after enrolling. Materials and any other resources for the course will be sent to you shortly before the course start date.

Are there breaks?

Each 3-hour virtual classroom will include a 10-minute comfort break.

How do I access the course slide deck?

Depending on the course you will either be sent in the lead up to the course or after.

What if I miss the live date?

The Virtual Classrooms are not recorded so we recommend you attend all sessions.

What if I am going to be 15 minutes late?

This is not a problem, the classroom starts at the start time, but you will be let in if you are delayed for any reason. Trainers do their best to accommodate catch-up, but this is not guaranteed. Where possible please let us know of any delays so we are aware when doing role call the beginning of the session.

Can I have my colleague with me in the live course?

Yes, if you purchase a second place. Each booking is valid for one person only.

Can I record the training?

No, virtual classrooms are not recorded.

Do the courses on this programme count as verifiable CPD?

Yes, these courses contribute verifiable CPD, so long as you can demonstrate that the content is relevant to your role. Additional information about CPD can be found here: Your guide to CPD.

How many people will be on the course?

Virtual Classrooms are designed to resemble a real classroom. Therefore, group sizes vary between 6 – 22 delegates per course.

Click here to view the full 2025 Virtual Classrooms CPD Planner.

Our public course programme is deliberately structured to encourage delegates from different organisations to participate. However, if you have six or more delegates who require development in the same area, we are able to run a more cost-effective and much wider range of courses tailored specifically to your organisation.

Organisations will have the choice to run our in-house courses online or in-person.

These are ideal for organisations seeking hassle-free, flexible and cost-effective training delivered to multiple delegates at your location of choice. Whether we use our existing materials or develop new content for your business, our expertise lies in translating your requirements into a pragmatic, interactive training programme highly relevant to your people and organisation.

To discuss in-house training for your business please email academy@icaew.com or contact us through our enquiry form

 

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The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

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