DOWNLOAD PDF NEW FOR EXCEL 2010 POWER PIVOT! FIVE REASONS TO USE POWERPIVOT

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1 Chapter 1 : Excel PowerPivot Macro Excel Five Reasons to Use PowerPivot This page created on Friday, November 4, by Bill Jelen This page is an advertiser-supported excerpt of the book, Power Excel from MrExcel - Excel Mysteries Solved. We learned how it filled the gap between a simple Excel spreadsheet and a full blown business intelligence application using a tool like SQL Server Analysis Services. We noted some limitations, namely that PowerPivot is only compatible with the versions of Excel and SharePoint. We then saw a demonstration of PowerPivot in action importing data and using it to create Pivot Tables and Charts. In PowerPivot, there are basically two types of users. The first is creators. Creators are the ones who set up the initial PowerPivot workbook. They are advanced users, maybe even IT folks who are familiar with the layout of databases, the sometimes obtuse names of columns, and knowing just what columns are important and what are not. Consumers are the people who will be using the data. While not familiar with the inner workings of databases, they are very knowledgeable when it comes to the business and want to create Charts and Tables as quickly and simply as possible. PowerPivot offers a variety of tools that will let creators streamline the data to make it simpler and easier for consumers. Some of these techniques include limiting the data that is imported in the first place, refreshing the data once we already have it, or naming columns and hiding them so that users can focus on what is really important, and combining data from multiple data sources. A quick review, in Module 1, we took an introductory look at PowerPivot, learning what its capabilities are. Then we did an example of pulling data in and creating PowerPivot tables. In Module 2, we dove deeper into working with the data. We showed techniques for filtering data, both during the import and afterwards. We also looked at techniques for hiding columns and for adding calculated columns to the tables. A quick review first. In module 1, we took an introductory look at PowerPivot, learning what its capabilities are. Then we did an example of pulling data in and creating a basic PowerPivot table. In module 2, we dove deeper into working with data. We showed techniques for filtering data both during and after the import process. For our third module, we went into detail on PivotTables, formatting them using data analysis expressions and more. There are many types of charts available. Page 1

2 Chapter 2 : What is PowerPivot and Why Do I Care? I am using excel 32 bit and have installed power pivot add in. Every time I restart excel the add in goes off from ribbon and I have to reactivate it. As recently announced, Gemini will be released under the PowerPivot brand. After installation, Gemini appears on the Excel ribbon: More information about data import process and functionality is available on the PowerPivot blog here. The table Purchase, for example, contains million rows. Saving the file will not only save any contents on the workbook but also all PowerPivot data. After the import, each table shows up as a tab in the PowerPivot client window. In this case, our database had relationships already defined between these tables and they were automatically recognized up by the PowerPivot Data Import Wizard. Users can, of course, define their own relationships as well. The PowerPivot client window allows you to operate with this large data set very quickly: PowerPivot also allows you to extend imported data using calculations which are maintained through data refresh. Various types of calculations and mechanisms for creating them are described on the PowerPivot blog here. Visualizing Data Once you have the data, PowerPivot enhances the Excel experience by providing quick templates for frequently used layouts: In addition, based on whether a column is dropped in the Values area or on Axis or Legend, the PowerPivot Task pane creates a measure or uses the field as an attribute. If, however, Distributor is dropped on AxisFields, it is used to group the data. This highlights a few points: PowerPivot leverages the richness of SQL Services Analysis Services mode internally without imposing dimensional modeling concepts on users, thereby enabling the functionality of OLAP PivotTables with a friendlier, tabular, model of the data, and without requiring IT to create and deploy Analysis Services cubes. As mentioned earlier, saving the workbook at this point will save both the view above as well as the PowerPivot data and any enhancements such as calculations. PowerPivot also provides helpers for adding slicers to the workbook: Summary The combination of usability of Slicers and the performance of PowerPivot engine provides a very interactive set of views that one could easily mistake for a rich custom application built by IT after weeks of effort. This completes a quick run through of PivotTable for Excel Page 2

3 Chapter 3 : PowerPivot for Microsoft Excel Pluralsight An alternative way in Excel is to select a cell inside the Pivot Table that was created in the previous step and go to Power Pivot > New Measure: STEP 7: This is where we create our first Measure. The Microsoft Edge browser does not support Silverlight. To view the library contents in Edge, click the Library tab in Power Pivot gallery, and then change the document library view to All Documents. To change the default view, click the Library tab and then click Modify View. Click "Make this the default view" and then click OK to save the default view. Icons in PowerPivot Gallery Icons provide a visual indicator on content availability and status. Icon Description The hourglass icon appears when a thumbnail image of each page in the document is being generated. Refresh the page to display the update the image. The pages icon appears when a workbook or report has more pages than can be displayed in PowerPivot Gallery. To view all the pages, you must use a client application. The error icon appears when a thumbnail image could not be rendered for the document. The document is published to the library, but it cannot be rendered in the custom PowerPivot Gallery views. You should be able to view the document in a client application, such as the PowerPivot for Excel add-in. The unavailable content icon appears when the document you uploaded cannot be rendered in PowerPivot Gallery. This icon also appears if you recycle a document from Recycle Bin. If you are getting this icon for a document that previously presented a valid preview image, you can refresh the image by editing a document property and then saving your changes. The locked content icon appears when thumbnail images are purposely disabled for this document. PowerPivot Gallery does not generate thumbnail images for Excel workbooks that contain no PowerPivot data, or for PowerPivot workbooks or Reporting Services reports that do not meet the requirements for snapshot generation. For more information, see the Prerequisites section in this topic. For example, in Excel, you can use Save As to specify all or part of a SharePoint path to a library. Click Save to SharePoint. Click Publish Options if you want to use Excel Services Options to select individual sheets or parameters that you want to publish. For example, the Parameters tab in Excel Services Options lets you choose which slicers appear in the published workbook. In the File menu, click Save. Click Browser View Options if you want to use Excel Services Options to select individual sheets or parameters that you want to publish. If you enter a portion of the URL address, such as the server name, you can browse the site to find the PowerPivot Gallery. To do this, click Save to open a connection to the server you specified. Click Open to open the library. Click Save to publish the workbook to the library. In a browser window, verify that the document appears in PowerPivot Gallery. Newly published documents will appear in the list. Library settings determine where the document appears for example, sorted in ascending order by date, or alphabetically by name. You might need to refresh the browser window to view the most recent additions. Upload a workbook into PowerPivot Gallery You can also upload a workbook if you want to start from SharePoint and select from your computer which file to publish. In Library ribbon, click Documents. In Upload Document, select an upload option and then enter the name and location of the file you want to upload. Library settings determine where the document appears. You might need to refresh the browser window to view the latest addition. Create new reports or workbooks based on a published PowerPivot workbook For PowerPivot workbooks that you publish to PowerPivot Gallery, you can create additional workbooks or Reporting Services reports that use the published workbook as a connected data source. PowerPivot Gallery must use one of the predesigned views Theater, Gallery, or Carousel in order for the New Report button to be available. When you select the Create Report Builder Report option, Report Builder is downloaded from the report server and installed on the local workstation on first use. A placeholder report file is created for the new report and saved to PowerPivot Gallery. Connection information to the PowerPivot workbook is created for you as a new data source in the report. As a next step, you can build the datasets and report layout in the design workspace. As you use Report Builder to assemble your report, you can save your changes and the final result to the report document in the gallery. To avoid data disconnections Page 3

4 later, be sure to keep the report and workbook files together in the same library. Only the data from the PowerPivot window in the original workbook is used in the new workbook. PivotTables or PivotCharts from the original workbook are excluded. The new workbook links to data in the original workbook. The data is not copied to the new workbook itself. Open a workbook or report in full page mode Click on any visible thumbnail image of the previewed document to open it in full page mode independent of PowerPivot Gallery preview. PowerPivot workbooks will open in a browser. Reporting Services reports will open in the ReportViewer web part that is part of Reporting Services deployment on a SharePoint server. An alternative approach to viewing the workbook in a browser is to open it in Excel on a client workstation. You can use Excel to open the file but you cannot use it to pivot on the data. For this reason, Excel or Excel are recommended for both viewing and creating PowerPivot data. If you do not have the required applications, you must use a browser to view the workbook from SharePoint. Schedule data refresh for PowerPivot workbooks in PowerPivot Gallery PowerPivot data in a published Excel workbook can be refreshed at scheduled intervals. Click the Manage Data refresh button to create or view a schedule that retrieves updated data from connected data sources. Delete a workbook or report in PowerPivot Gallery To delete a document from the library, switch to the All Documents view first. In the ribbon, click Library. Select the workbook or report you want to delete. Refresh a thumbnail image Use the following steps to regenerate a thumbnail image for a document in PowerPivot Gallery. Select the workbook or report for which you want to refresh the thumbnail image.. Click the down arrow to the right, and then select Edit Properties. Saving the document forces the snapshot service to regenerate the preview image. If you enable the PowerPivot Gallery Document content type for a document library, and attempt to create a new document of that type, you will see an error message similar to one of the following: There are several possible reasons: The PowerPivot Gallery Document content type is not automatically added to document libraries, You will not encounter this issue unless you manually enable the unsupported content type. Page 4

5 Chapter 4 : 5 reasons why you should learn Power Pivot » blog.quintoapp.com - Learn Excel, Power BI & Bill Jelen East 96th Street, Indianapolis, Indiana USA PowerPivot for the Data Analyst: Microsoft Excel Contents at a Glance. Power Pivot - 9 comments Power Pivot for Excel has come a long way since it was introduced in late In the last 4 years not only has the technology matured, but also became a standard reporting platform in many businesses. As a smart analyst or manager, you will gain a lot of mileage by adding this vital skill to your resume. Today, let me show 5 reasons why you should learn Power Pivot this year. Now a days, even a small flower shop collects thousands of data points every month. Any company worth its salt maintains millions of data points. Naturally, businesses want to use this data to make better decisions. Not only is the data growing, but it is also going to different places. Now a days, it is common for businesses to collect data from s of different places for example: In this new dynamic, Excel tends to be overlooked. But thanks to Power Pivot, you can now connect to data from several sources, crunch millions of rows of data with ease and uncover insights with confidence. Not just bosses, even customers, partners, vendors and regulatory authorities are expecting you to answer tricky questions about your business without taking too much time, resources or help. Good because it raises standards for analysis work significantly. Bad because it suddenly puts a lot of pressure on you. When used properly, these powerful tools can answer any question about your data without breaking your back. Pressure on costs I first heard the word recession in I was in the first year of my grad school then. And thru out the last 15 years, I kept hearing the same word where-ever I go. But one thing stayed on the focus on all businesses. No matter how profitable your business is, the chance of your CFO or CEO looking for another way to cut costs as you are reading this is very high. And that is why Power Pivot becomes even more significant. For businesses that rely on data which is practically all businesses, deploying a Power Pivot based BI solution costs very little. It works with Excel which is already installed on all computers, it costs nothing as the add-in is free and learning curve is not that steep as analysts, MIS professionals and managers are already familiar with Excel. It felt clumsy, complicated and there is little help available. But when I re-visited it in, I felt more confident. There were fewer errors when you use it. There is more online help. The whole thing felt familiar and easy. As we are marching in, you will realize that Power Pivot and other Power BI features are maturing each passing day. For example, in Excel, if you created a Power Pivot report, then your audience whoever looks at that report in Excel need to have Power Pivot to use it. But in Excel, this is no longer a requirement. So authors that is you and me can make reports in Power Pivot and consumers your CEO, clients, vendors etc. Because you want to be awesome This is the most important of all. We, human beings grow when we learn. Learning new things not only stimulates us, but it makes our brains smarter. And that is why I think learning Power Pivot is important. It empowers you in several new ways. I am happy to tell you that we are re-opening our online Power Pivot Classes from Monday, 10th of February I am looking forward to helping you become awesome in Power Pivot. To know more about this program, Join our course waiting list. I will notify you once we are ready for enrollments on 10th of February. Or use below form to join the waiting list: My name is Chandoo. Thanks for dropping by. I live in Wellington, New Zealand. When I am not F9ing my formulas, I cycle, cook or play lego with my kids. Know more about me. I hope you enjoyed this article. Visit Excel for Beginner or Advanced Excel pages to learn more or join my online video class to master Excel. Thank you and see you around. Share this tip with your friends. Page 5

6 Chapter 5 : Using Measures in Power Pivot Free Microsoft Excel Tutorials PowerPivot is the best new feature to hit Excel in 20 years. It is a free add-in from Microsoft for people who are using Excel It is a free tool for people using Excel Reports and visualizations are automatically created based on the Excel workbook, and once imported, you can continue to improve and refine those reports using Power BI Desktop, using the existing features and new features released with each Power BI Desktop monthly update. How do I import an Excel workbook? A window appears, letting you select the workbook to import. There is currently no limitation on the size or number of objects in the workbook, but larger workbooks take longer for Power BI Desktop to analyze and import. This action is a one-time event; once the Power BI Desktop file is created with these steps, the Power BI Desktop file has no dependence on the original Excel workbook, and can be modified or changed and saved, and shared without affecting the original workbook. Once the import is finished, a Summary page is displayed that describes the items that were converted, and also lists any items that were not able to be imported. Power BI Desktop automatically loaded the report based on the workbook contents. Now that the workbook is imported, you can continue working on the report â such as creating new visualizations, adding data, or creating new report pages â using any of the features and capabilities included in Power BI Desktop. Which workbook elements are imported? Power BI Desktop can import the following elements, commonly referred to as objects, in Excel. CurrentWorkbook function in M, the following options are presented: Import the table to the Power BI Desktop file. This table is a one-time snapshot of the data, after which you cannot edit the data in the table in Power BI Desktop. There is a size limitation of 1 million characters total, combining all column headers and cells for tables created using this option. Keep a connection to the original workbook. Alternatively, you can keep a connection to the original Excel Workbook and Power BI Desktop retrieves the latest content in this table with each refresh, just like any other query created against an Excel workbook in Power BI Desktop. In these cases, the Data Category information will be reset for the columns in question. The name and order of these report pages match the original Excel workbook. Are there any limitations to importing a workbook? There are a few limitations to importing a workbook into Power BI Desktop, which is the following list: In Excel, it is possible to create a connection to SQL Server Analysis Services Tabular models and create Power View reports on top of these models without the need to import the data. As a workaround, you must recreate these external connections in Power BI Desktop. Unsupported Power View elements: These unsupported visualizations result in Unsupported Visualization messages on their corresponding locations in the Power BI Desktop report, which you can delete or reconfigure as needed. Currently, these named ranges are loaded into Power BI Desktop as a connection to the external Excel workbook. Page 6

7 Chapter 6 : Import Excel workbooks into Power BI Desktop - Power BI Microsoft Docs Power Pivot is an Excel add-in that was first introduced in Excel by Microsoft. It allows you to harness the power of Business Intelligence right in Excel. Read the tutorial on how to enable Power Pivot in Excel here In a nutshell, Power Pivot allows you to use multiple data sources. A hierarchy is a list of columns that roll up to a single item in a Pivot or Power View report. A hierarchy appears as a single object in the Field List. Hierarchies make it easier for users to select and navigate common paths of data when creating reports and pivot tables. Open the Power Pivot window. In Diagram View, select one or more columns in the same table that you want to place in a hierarchy. Enter a name for your new hierarchy. Drag more columns into the hierarchy parent level, which creates child levels from the columns and places the levels at the bottom of the hierarchy. When you use multi-select to create a hierarchy, the order of the child levels is initially set according to the cardinality of the columns. Keep in mind that adding additional columns places child levels at the bottom of the list. You can drag the columns to change the order. You can create a hierarchy from a hidden column a column that is hidden from client tools. If you know what columns you want to create as child levels in your hierarchy, click the Create Hierarchy item in the context menu to multi-select those columns and quickly create a hierarchy with multiple child levels. Edit a Hierarchy You can rename a hierarchy, rename a child level, change the order of the child levels, add additional columns as child levels, remove a child level from a hierarchy, show the source name of a child level the column name, and hide a child level if it has the same name as the hierarchy parent level. To change the name of a hierarchy or child level Right-click the hierarchy parent level or a child level, and then click Rename. Or, double-click the parent hierarchy and then edit the name. To change the order of a child level in a hierarchy Drag a child level into a new position in the hierarchy. Or, right-click a child level of the hierarchy, and then click Move Up to move the level up in the list. Or, click MoveDown to move the level down in the list. You can only add a column once to a single hierarchy. After you add a column to a hierarchy, you cannot add it to the same hierarchy again. If there are no other hierarchies to which a column can be added, the Add to Hierarchy option does not appear in the menu. To add another child level to a hierarchy There are several options to accomplish this: Drag a column onto the parent level of the hierarchy to copy the column as a child level at the bottom of the hierarchy list. Or, right-click a columnâ or multiple selected columnsâ then click Add to Hierarchy in the context menu, and then click the specific hierarchy. This creates a child level from the column and adds it to the bottom of the hierarchy list. To remove a child level from a hierarchy Right-click a child level, and then click Remove from Hierarchy. Or, click a child level in the hierarchy, and then press the Delete key. If you want to reclaim this child level, simply add the column again. If you rename a hierarchy child level, it no longer shares the same name as the column that it is created from. By default, the source column name appears to the right of the child level. If you hide the source column name, use the Show Source Column Name command to see which column it was created from. When you click Show Source Column Name, the name of the column that it was copied from appears to the right of the child level. You can always ask an expert in the Excel Tech Community, get support in the Answers community, or suggest a new feature or improvement on Excel User Voice. Expand your Office skills. Page 7

8 Chapter 7 : Use PowerPivot Gallery Microsoft Docs And with PowerPivot, that engine has been dropped into Excel, retrofitted so that you can use Excel formula syntax against it. Ità â â s as if the Excel team spent 15 years improving the Pivot calculated fields feature, and then sprung it on us all at once. Click on Manage in the Data Model group. The PowerPivot window opens. Now you have two windows â the Excel workbook window and the PowerPivot for Excel window that is connected to your workbook. Click the Home tab in the PowerPivot window. The Table Import Wizard appears. Browse to the Access database file. Provide Friendly connection name. If the database is password protected, fill in those details also. The Table Import Wizard displays the options for choosing how to import data. Click Select from a list of tables and views to choose the data to import. The Table Import Wizard displays the tables and views in the Access database that you have selected. Check the box Medals. As you can see, you can select specific columns by checking the boxes in the column labels, filter the columns by clicking the dropdown arrow in the column label to select the values to be included. Click the Select Related Tables button. Power Pivot checks what other tables are related to the selected Medals table, if a relation exists. You can see that Power Pivot found that the table Disciplines are related to the table Medals and selected it. Table Import Wizard displays â Importing and shows the status of the import. This will take a few minutes and you can stop the import by clicking the Stop Import button. Once the data is imported, the Table Import Wizard displays â Success and shows the results of the import as shown in the screenshot below. Power Pivot displays the two imported tables in two tabs. You can scroll through the records rows of the table using the Record arrows below the tabs. Note that the Table Import Wizard options change as per the data source that is selected to connect to. You might want to know what data sources you can choose from. You can either create a connection to a data source or you can use one that already exists. You can scroll through the list of connections in the Import Table Wizard to know the compatible data connections to Power Pivot. Scroll down to the Text Files. Browse to the Excel file in the Excel File Path box. Check the box â Use first row as column headers. Click the Finish button. You will see the following Success message. You have imported one table, and you have also, created a connection to the Excel file that contains several other tables. Opening Existing Connections Once you have established a connection to a data source, you can open it later. Click Existing Connections in the PowerPivot window. The Existing Connections dialog box appears. Select Excel Sales Data from the list. Click the Open button. The Table Import Wizard appears displaying the tables and views. Select the tables that you want to import and click Finish. The selected five tables will be imported. You can see that the five tables are added to the Power Pivot, each in a new tab. Updates to the table in Excel automatically update the data in the data table in the model. Click Add to Data Model in the Tables group. If you click Go to Excel Table, you will switch to the Excel worksheet. If you click Manage, you will switch back to the linked table in the Power Pivot window. You can update the linked table either automatically or manually. Note that you can link an Excel table only if it is present in the workbook with the Power Pivot. If you have Excel tables in a separate workbook, then you have to load them as explained in the next section. Power Pivot loads each worksheet as a table. Power Pivot cannot recognize single tables. Hence, Power Pivot cannot recognize if there are multiple tables on a worksheet. Power Pivot cannot recognize any additional information other than the table on a worksheet. Hence, keep each table in a separate worksheet. Proceed as given in the section â Table Import Wizard. If the data already exists in other Excel workbooks, there is no point in using this feature. The Excel import feature allows you to load data from different Excel workbooks. Loading data from an Excel workbook does not create a link between the two files. Power Pivot creates only a copy of the data, while importing. When the original Excel file is updated, data in the Power Pivot will not be refreshed. You need to either set the update mode to automatic or update the data manually, in the Linked Table tab of the Power Pivot window. Loading from Text Files One of the popular data representation styles is with the format Page 8

9 known as comma separated values csv. Many databases provide the option of saving to a csv format file. If you want to load a csv file into Power Pivot, you have to use the Text File option. Scroll down to Text Files. Browse to the text file in the File Path box. The csv files usually have the first line representing column headers. Check the box Use first row as column headers, if the first line has headers. In the Column Separator box, default is Comma,, but in case your text file has any other operator such as Tab, Semicolon, Space, Colon or Vertical Bar, then choose that operator. As you can observe, there is a preview of your data table. Power Pivot creates the data table in the Data Model. Loading from the Clipboard Suppose, you have data in an application that is not recognized by Power Pivot as a data source. Copy the data, so that it will be on the clipboard, and paste it into Power Pivot. You have already learnt the first option in an earlier section. And this is preferable to the second option, as you will find at the end of this section. However, you should know how to copy data from clipboard into Power Pivot. Copy and Paste it in the PowerPivot window. The Paste Preview dialog box appears. Give the name as Word-Employee table. Check the box Use first row as column headers and click OK. The data copied into the clipboard will be pasted into a new data table in Power Pivot, with the tab â Word-Employee table. Suppose, you want to replace this table with new content. Copy the table from Word. Verify the contents that you are using for replace. As you can observe, the contents of the data table in Power Pivot are replaced by the contents in the clipboard. Suppose you want to add two new rows of data to a data table. In the table in the Word document, you have the two news rows. Select the two new rows. Click Paste Append in the Power Pivot window. Verify the contents that you are using to append. Click OK to proceed. As you can observe, the contents of the data table in Power Pivot are appended with the contents in the clipboard. In the beginning of this section, we have said that copying data to an excel file and using linked table is better than copying from clipboard. On the other hand, you will not know the source of the data later or if it is used by a different person. You have tracking information in the Word file, such as when the data is replaced and when the data is appended. However, there is no way of copying that information to Power Pivot. If you copy the data first to an excel file, you can preserve that information for later use. While copying from clipboard, if you want to add some comments, you cannot do so. If you copy to Excel file first, you can insert comments in your Excel table that will be linked to the Power Pivot. There is no way to refresh the data copied from clipboard. If the data is from a linked table, you can always ensure that the data is updated. Chapter 8 : Excel: Five Reasons to Use PowerPivot - Excel Articles PowerPivot introduces a new formula language called Data Analysis Expressions (DAX) that extends the data manipulation capabilities of Excel. The DAX syntax is similar to Excel formulas, providing a combination of functions, operators, and values. Chapter 9 : Using PowerPivot with Excel - Microsoft Blog Step 9. In the PowerPivot window, click the PivotTable button on the Home tab, then select Four Charts. In the Insert Pivot dialog box, leave the New Worksheet option selected and click OK. Page 9