Building Data Models with Microsoft Excel PowerPivot

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1 Building Data Models with Microsoft Excel PowerPivot Overview This 3-day course extends the power of Excel and takes you inside the PowerPivot add-in for Excel 2013/2016. Based on the book Microsoft Excel 2013 Building Data Models with PowerPivot by two BI experts Alberto Ferrari and Marco Russo, and with a focus on real worlds scenarios, problem solving, and data modelling, the course covers an agile, cost-effective approach to business intelligence. The course shows you how to perform complex data analysis, and will help you deepen your skills as an Excel power user: Create reports with the Data Analysis Expression (DAX) language Use data modelling to make data easier to understand and manage Load data from different sources directly into PowerPivot Add hierarchies to your data in a visual way with Power View Share your results across your organization using Microsoft SharePoint Who Should Attend? This course will benefit every professional who work with the many aspect of BI solutions. These include database administrators, project managers, support technicians, report developers, and database analysts. Pre-Requisite: Familiarity with SQL Server Management Studio, T-SQL and Relational Database Management Concepts.

2 Practice Exercises The course is packed with practical exercises to enrich your learning experience. Practice exercises are based on the AdventureWorksDW2012 for SQL Server. The Access version of this data is also available. Students are free to use either dataset. Instructor This course is taught by Microsoft Certified Trainer (MCT) with many years of BI and training experience. DAY ONE: Introduction to PowerPivot Item Topic/Activity Description 1 Using a PivotTable on an Excel Table 2 Using PowerPivot in Microsoft Office 2013 Adding information to the Excel table Creating a data model with many tables Understanding relationships 3 Understanding the data model Querying the data model 4 The PowerPivot add-in 5 Understanding PowerPivot for Excel Creating a Power View Report 7 8 Using the Unique Features of PowerPivot 9 Loading data from external sources Creating a PowerPivot PivotTable 10 Using the DAX language Creating a calculated column Creating a calculated field Computing complex aggregations like Distinct Count 11 Refreshing the PowerPivot data model 12 Understanding DAX calculations DAX syntax DAX data types DAX operators DAX values 13 Understanding calculated columns and fields Calculated Columns

3 Calculated Fields 14 Handling Errors in DAX expressions Conversion errors Arithmetical operations Intercepting errors 15 Common DAX functions Aggregate functions Logical functions Information functions Mathematical functions Text functions Conversion functions Date and time functions Relational functions 16 Listing basic DAX functions 17 Understanding data models 18 Understanding the basics of data modelling Producing a report without a data model Building a data model 19 More about relationships 20 Understanding normalization and denormalizing 21 Denormalizing with SQL queries The PowerPivot query designer When to denormalize tables 22 Understanding over-denormalization 23 Understanding OLTP and data marts Querying the OLTP database Data marts, facts, and dimensions Star Schemas Which database is the best to query 24 Using advanced relationships 25 Publishing to SharePoint 26 SharePoint and PowerPivot integration 27 Licensing and setup 28 Publishing a workbook to SharePoint 29 Using the PowerPivot Gallery 30 Connecting Excel to SharePoint Excel data model 31 Creating a Power View Report 32 Managing the PowerPivot data refresh

4 DAY TWO: LOADING DATA Item Topic/Activity Description 1 Understanding Data Source 2 Loading from a database 3 Opening existing connections 4 Loading from Access 5 Loading from SQL Server Analysis Services 6 Loading from SharePoint 7 Using linked tables 8 Loading from Excel files 9 Loading from the Clipboard 10 Loading from a report 11 Refreshing connections 12 Understanding evaluation context Loading from a list of tables Loading relationships Selecting related tables Loading from a SQL query Loading from views Using the MDX editor Handling of keys in the OLAP cube Loading from tabular database 13 Introduction to evaluation context Understanding the row context 14 Using SUM in a calculated column Testing your evaluation context understanding Using fields in a calculated field 15 Creating a row context with iterators 16 Understanding FILTERS, ALL, and context interactions 17 Row contexts and relationships Working with many tables Filter context and relationships Introducing VALUES Introducing ISFILTERED and ISCROSSFILTERED 18 Evaluation contexts recap 19 Creating a parameter table

5 20 Understanding CALCULATE 21 Why is CALCULATE needed? 22 CALCULATE examples 23 Using CALCULATE inside a row context 24 Understanding circular dependencies 25 Calculate rules 26 Understanding ALLSELECTED 27 Using hierarchies 28 Understanding hierarchies 29 Using Parent/child hierarchies 30 Using Power View 31 What is Power View? Power View basics Understanding tables, matrix, and cards Using Charts 35 Using Maps 36 Understanding drill-down Using tiles 37 Understanding multipliers 38 Using Power View efficiently Filtering a single column Filtering with complex conditions When to build hierarchies Building hierarchies Creating hierarchies on multiple tables Performing calculations using hierarchies Using the Filters pane Decorating your report Using matrix visualization Using the card visualization Using a table as a slicer Using the Line Chart Using the Pie Chart Using the Scatter Chart

6 DAY THREE: Shaping the Report Item Topic/Activity Description 1 Key Performance Indicators (KPIs) 2 Creating data models for Power View 3 Understanding Power View Metadata 4 Defining sets 5 Creating dynamic sets with MDX 6 Using perspective 7 Understanding drill-through 8 Performing date calculations in DAX Building a calendar table Aggregating and comparing over time Closing balance over time Computing moving averages Using Summarize By Using the Default field set Using the Table Behaviour dialog box Working with multiple calendar table Calculating working days Year-to-Date (YTD), Quarter-to-Date (QTD), and Month-to-Date (MTD) Time intelligence with CALCULATE Computing periods from the prior year (PY) Computing the moving annual total Using other aggregation functions Computing difference over a previous year Semi-additive measure OPENINGBALANCE and CLOSINGBALANCE functions Updating balances by using transactions 13 Using advanced DAX 14 Banding 15 Ranking 16 Using Many-to-Many relationships 17 Computing new and returning customers 18 Understanding KEEPFILTERS 19 Implementing basket analysis 20 Understanding the power of calculated columns: ABC analysis

7 21 Using DAX as a query language 22 Understanding EVALUATE 23 Creating an Excel table with EVALUATE 24 Using common functions in queries Using FILTERS Using CALCULATETABLE 25 Using ADDCOLUMNS Using VALUES with ADDCOLUMNS 26 Using SUMMARIZE Using the ROLLUP option 27 Linking back a DAX query 28 Computing ABC analysis with a linked-back table 29 Using CROSSJOIN 30 Using GENERATE 31 Querying with DAX Studio