O'Reilly logo

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Microsoft Excel 2013: Building Data Models with PowerPivot

Book Description

Your guide to quickly turn data into results.

Transform your skills, data, and business—and create your own BI solutions using software you already know and love: Microsoft Excel. Two business intelligence (BI) experts take you inside PowerPivot functionality for Excel® 2013, with a focus on real world scenarios, problem-solving, and data modeling. You'll learn how to quickly turn mass quantities of data into meaningful information and on-the-job results—no programming required!

  • Understand the differences between PowerPivot for Self Service BI and SQL Server Analysis Services for Corporate BI
  • Extend your existing data-analysis skills to create your own BI solutions
  • Quickly manipulate large data sets, often in millions of rows
  • Perform simple-to-sophisticated calculations and what-if analysis
  • Create complex reporting systems with data modeling and Data Analysis Expressions
  • Share your results effortlessly across your organization using Microsoft SharePoint®

Table of Contents

  1. Introduction
    1. Who this book is for
    2. Assumptions about you
    3. Organization of this book
    4. Conventions
    5. About the companion content
    6. Acknowledgments
    7. Support and feedback
      1. Errata
      2. We Want to Hear from You
      3. Stay in Touch
  2. 1. Introduction to PowerPivot
    1. Using a PivotTable on an Excel table
    2. Using PowerPivot in Microsoft Office 2013
      1. Adding information to the Excel table
      2. Creating a data model with many tables
      3. Understanding relationships
    3. Understanding the data model
      1. Querying the data model
    4. The PowerPivot add-In
    5. Using OLAP tools and converting to formulas
    6. Understanding PowerPivot for Excel 2013
    7. Creating a Power View report
  3. 2. Using the unique features of PowerPivot
    1. Loading data from external sources
      1. Creating a PowerPivot PivotTable
    2. Using the DAX language
      1. Creating a calculated column
      2. Creating a calculated field
      3. Computing complex aggregations like Distinct Count
    3. Refreshing the PowerPivot data model
  4. 3. Introducing DAX
    1. Understanding DAX calculations
      1. DAX syntax
      2. DAX data types
      3. DAX operators
      4. DAX values
    2. Understanding calculated columns and fields
      1. Calculated columns
      2. Calculated fields
        1. Choosing between calculated columns and measures
    3. Handling errors in DAX expressions
      1. Conversion errors
      2. Arithmetical operations
        1. Empty or missing values
      3. Intercepting errors
    4. Formatting DAX code
    5. Common DAX functions
      1. Aggregate functions
      2. Logical functions
      3. Information functions
      4. Mathematical functions
      5. Text functions
      6. Conversion functions
      7. Date and time functions
      8. Relational functions
    6. Using basic DAX functions
  5. 4. Understanding data models
    1. Understanding the basics of data modeling
      1. Producing a report without a data model
      2. Building a data model
    2. More about relationships
    3. Understanding normalization and denormalization
    4. Denormalizing within SQL queries
      1. The PowerPivot query designer
      2. When to denormalize tables
    5. Understanding over-denormalization
    6. Understanding OLTP and data marts
      1. Querying the OLTP database
      2. Data marts, facts, and dimensions
      3. Star schemas
      4. Which database is the best to query?
    7. Using advanced relationships
  6. 5. Publishing to SharePoint
    1. SharePoint 2013 and PowerPivot integration
    2. Licensing and setup
    3. Publishing a workbook to SharePoint
    4. Using the PowerPivot Gallery
    5. Connecting Excel to a SharePoint Excel data model
    6. Creating a Power View report
    7. Managing the PowerPivot data refresh
  7. 6. Loading data
    1. Understanding data sources
    2. Loading from a database
      1. Loading from a list of tables
      2. Loading relationships
      3. Selecting related tables
      4. Loading from a SQL query
      5. Loading from views
    3. Opening existing connections
    4. Loading from Access
    5. Loading from SQL Server Analysis Services
      1. Using the MDX editor
      2. Handling of keys in the OLAP cube
      3. Loading from a tabular database
    6. Loading from SharePoint
    7. Using linked tables
    8. Loading from Excel files
    9. Loading from text files
    10. Loading from the Clipboard
    11. Loading from a report
    12. Loading from a data feed
    13. Loading from Windows Azure Marketplace
      1. Suggest related data
    14. Refreshing connections
  8. 7. Understanding evaluation contexts
    1. Introduction to evaluation contexts
      1. Understanding the row context
    2. Testing your evaluation context understanding
      1. Using SUM in a calculated column
      2. Using fields in a calculated field
    3. Creating a row context with iterators
    4. Understanding FILTER, ALL, and context interactions
    5. Working with many tables
      1. Row contexts and relationships
      2. Filter context and relationships
      3. Introducing VALUES
    6. Evaluation contexts recap
    7. Creating a parameter table
  9. 8. Understanding CALCULATE
    1. Why is CALCULATE needed?
    2. CALCULATE examples
      1. Filtering a single column
      2. Filtering with complex conditions
    3. Using CALCULATE inside a row context
    4. Understanding circular dependencies
    5. CALCULATE rules
    6. Understanding ALLSELECTED
  10. 9. Using hierarchies
    1. Understanding hierarchies
      1. When to build hierarchies
      2. Building hierarchies
      3. Creating hierarchies on multiple tables
      4. Performing calculations using hierarchies
    2. Using parent/child hierarchies
  11. 10. Using Power View
    1. What is Power View?
    2. Power View basics
      1. Using the Filters pane
      2. Decorating your report
    3. Understanding table, matrix, and cards
      1. Using the matrix visualization
      2. Using the card visualization
      3. Using a table as a slicer
    4. Using charts
      1. Using the line chart
      2. Using the pie chart
      3. Using the scatter chart
    5. Using maps
    6. Understanding drill-down
    7. Using tiles
    8. Understanding multipliers
    9. Using Power View effectively
  12. 11. Shaping the reports
    1. Key Performance Indicators (KPIs)
    2. Creating data models for Power View
    3. Understanding Power View metadata
      1. Using Summarize By
      2. Using the default field set
      3. Using the Table Behavior dialog box
    4. Defining sets
    5. Creating dynamic sets with MDX
    6. Using perspectives
    7. Understanding drill-through
  13. 12. Performing date calculations in DAX
    1. Building a calendar table
      1. Working with multiple calendar tables
      2. Calculating working days
      3. Computing the difference in working days
    2. Aggregating and comparing over time
      1. Year-to-Date (YTD), Quarter-to-Date (QTD), and Month-to-Date (MTD)
      2. Time intelligence with CALCULATE
      3. Computing periods from the prior year (PY)
      4. Computing the moving annual total
      5. Using other aggregation functions
      6. Computing difference over a previous year
    3. Closing balance over time
      1. Semiadditive measures
      3. Updating balances by using transactions
    4. Computing moving averages
  14. 13. Using advanced DAX
    1. Banding
    2. Ranking
    3. Using many-to-many relationships
    4. Computing new and returning customers
    5. Understanding KEEPFILTERS
    6. Implementing basket analysis
    7. Understanding the power of calculated columns: ABC analysis
    8. Handling currency conversion
  15. 14. Using DAX as a query language
    1. Understanding EVALUATE
    2. Creating an Excel table with EVALUATE
    3. Using common functions in queries
      1. Using FILTER
    4. Using ADDCOLUMNS
      1. Using VALUES with ADDCOLUMNS
    5. Using SUMMARIZE
      1. Using the ROLLUP option
    6. Linking back a DAX query
    7. Computing ABC analysis with a linked-back table
    8. Using CROSSJOIN
    9. Using GENERATE
    10. Querying with DAX Studio
  16. 15. Automating operations using VBA
    1. Enabling the DEVELOPER tab of the ribbon
    2. Updating a linked-back DAX query through VBA
    3. Using the Model object
    4. Importing data into the data model using VBA
    5. Understanding data connections
  17. 16. Comparing Excel and SQL Server Analysis Services
    1. Understanding the different versions of the engine
    2. Feature matrix
    3. Securing your data
    4. Programmability and flexibility
    5. Translations
    6. Database size
    7. Number of databases
    8. PowerPivot as a prototyping system
  18. A. About the Authors
  19. Index
  20. About the Authors
  21. Copyright