This is the fourth video of this training series where we will create our relationships, measures and KPIs, learning more new tricks through this data modelling process in Power Pivot🚀
So welcome to this brand new Excel training series on Resource Capacity Planning. In this series of tutorials, I will be showcasing how to create a resource capacity planning template using Excel tables, Power Query, Power Pivot, and VBA.
Resource capacity planning is crucial for businesses to effectively manage their resources and ensure that projects are completed on time and within budget. By utilizing Excel's powerful tools, you can easily visualize and analyze your resource capacity in a dynamic way. I will walk you through step-by-step on how to set up the template, maintain and manipulate data using Power Query, create interactive visualizations with Power Pivot, and even add some automation using VBA. Don't miss out on this comprehensive Excel training series that will enhance your skills and make resource capacity planning a breeze.
Delivered by @Changetipsandtools
Please check out the demonstration video of the Resource Capacity Planning Template:
[ Ссылка ]
The Resource Capacity Planning file for Part 4 - Data Modelling in Power Pivot in this video, can be found here for reference:
[ Ссылка ]
If you can't wait until the end of these tutorials, you can find the completed template on the Change Tips and Tools Patreon:
[ Ссылка ]
Resource Capacity Planning Playlist: [ Ссылка ]
This Video includes:
00:00 - Intro
01:03 - Overview of what we will do in this video
02:31 - Adding some last data elements via power query and then load them to our data model
09:28 - How to add Power Pivot ribbon, if not available
10:11 - Open our Data Model from the Power Pivot ribbon
10:17 - Clean up the date column formats in power pivot via the Data View
11:20 - Build table relationships in the power pivot data model via the Diagram View
16:42 - Create calculated columns in power pivot data model via the Data View
26:22 - Create our Measures in power pivot data model via the Data View
33:13 - Create a utilization KPI within Power Pivot
35:34 - How to create Pivot Tables from our Data Model
45:25 - Create Charts from our newly created Pivot Tables
50:02 - Link our visuals to a Slicer to drive a dynamic chart displays
51:37 - What we will cover in the next video!
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