2017 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of the respective holders.
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1 2017 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of the respective holders.
2 Objective To provide a brief overview of some of the functionality available to your organization using Excel PowerPivot and PowerBI. What This Session Covers The Differences between Pivot and PowerPivot What s Required How to Enable How to Manage your Data Models How to Use Multiple Tables 1
3 Why PowerPivot? No longer limited to 1 million rows of data (useful for Contributions information). Ability to reference two or more data sets in your pivots Because it has Power in its name. What s Required? Office Professional 2016 Office 2013 Professional Plus Office 2016 Professional Plus Excel 2013 Standalone Excel 2016 Standalone Additional Information: us/article/where is Power Pivotaa64e217 4b6e 410b b87e1c2a4b 2
4 How to Enable Open Excel. Click on Files > Options. Click on Add Ins. Select COM Add Ins from the Manage dropdown; then click Go. Check Microsoft Power Pivot for Excel ; then click OK. Manage Data Models You can manage the information you want to use within Power Pivot by clicking on the newly added Power Pivot tab in Excel and then clicking on Manage under Data Model. 3
5 Manage Data Models Insert information from SQL into your Data Model. This is done with the From Database > From SQL Server drop down. Select SQL Database Select your Server from the Server Name dropdown, adjust your authentication methods if needed, and then select your Database from the Database drop down. Click Test Connection to validate; then click Next. 4
6 Select SQL Database You are prompted to indicate how you want to import information into your Data Model. You can select the tables or write your own query to provide specifics. Select SQL Database Place a check mark beside the tables from which you wish to pull information. If you want to automatically select all related tables, click Select Related Tables. But be mindful it might pull information you are not going to need or use. 5
7 Select SQL Database While you select your tables, you can update the Friendly Names so you can easily recognize them. You can also add limitations to the data (to filter by organization, for example). Select SQL Database After you select your tables, Power Pivot pulls the selected information into your Data Model for use in Power Pivot. 6
8 Other Potential Data Sources Other database sources are also available for use within Power Pivot. This includes, but is not limited to: Existing Excel information Microsoft Access Report Data from Reporting Services Manage Multiple Tables After you import your data into the Data Model, it is wise to ensure the relationships are properly set between the tables. This can be done with the Diagram View option. 7
9 Manage Multiple Tables Many of your table relationships link automatically, but some you may need to update manually. Manage Multiple Tables This is handled by dragging and dropping the field relationships across tables. 8
10 Manage Multiple Tables Relationships can be one to one or one to many. These are automatically defined and designated with 1 > 1 or 1 > * in the link displayed below. Create PivotTable or PivotChart From the Power Pivot window, you can quickly create a new PivotTable by clicking on the PivotTable icon, or create a PivotChart or multiple variants of the two by clicking on the drop down below the icon. 9
11 Create PivotTable or PivotChart At this point you are prompted to select where to create the PivotTable and receive similar PivotTable Fields options. The difference is you have multiple data sources. Create a Measure Measures are calculations used in data analysis. Examples commonly found in reports include sums, averages, minimum or maximum values, counts, or more advanced calculations. These can be accessed under the PowerPivot tab. 10
12 Create a Measure You create a Measure by selecting the referenced table, creating a Unique Name, entering the computed formula, and setting a formatting value. These can then be included in your PivotTable. PivotTable with Measures 11
13 Create a KPI Key performance indicators (KPIs) are visual measures of performance. Based on a specific calculated field, a KPI is designed to help users quickly evaluate the current value and status of a metric against a defined target. These can be accessed under the PowerPivot tab. Create a KPI You create a KPI by selecting the primary measure with the value, selecting the target measure, setting thresholds, and selecting a display style. These can then be included in your PivotTable. 12
14 PivotTable with Measures and KPI Questions 13
15 Alex is currently the Arena Product Owner in Shelby's Technology Development Division and is a Certified Scrum Product Owner. Prior to joining the Shelby Team, Alex Nicoletti worked as a Network and Arena Administrator at a large church in Tampa, Florida. The experience he gained during this time helped fuel his passion to empower and equip churches to successfully minister.
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