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Power Pivot and Power View

Getting Started
Importing Data
Calculated Fields & Columns
KPI
Linked Tables
Pivot Tables
Pivot Charts
Slicers & Management Dashboards
Power View

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Power Pivot and Power View

  1. 1. Power Pivot & Power View Ram Kedem
  2. 2. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Lesson Topics • Getting Started • Importing Data • Calculated Fields & Columns • KPI • Linked Tables • Pivot Tables • Pivot Charts • Slicers & Management Dashboards • Power View
  3. 3. Getting Started
  4. 4. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Getting Started • Open Excel and click on File - Options
  5. 5. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Getting Started • Click on Add-Ins, at the bottom of the screen change Manage option to COM Add-ins and click Go
  6. 6. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Getting Started • Mark PowerPivot and Power View, click Ok the finish
  7. 7. Importing Data
  8. 8. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Importing Data
  9. 9. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Importing Data • Click on Get External Data and choose From Database – SQL Server
  10. 10. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Importing Data
  11. 11. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Importing Data
  12. 12. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Importing Data
  13. 13. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Importing Data
  14. 14. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Data View
  15. 15. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Diagram View
  16. 16. Calculated Fields & Columns
  17. 17. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Create New Calculated Field • Click on Calculated Fields and choose New Calculated Field
  18. 18. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Sum of Sales Amount
  19. 19. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Count of Product Keys
  20. 20. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Average Sales Amount
  21. 21. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Edit Calculated Fields • You can edit those fields by clicking on Calculated Fields and choosing Manage Calculated Fields
  22. 22. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Add Calculated Columns
  23. 23. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Add Calculated Columns
  24. 24. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Create KPI • Right click on calculated field and choose Create KPI
  25. 25. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Setting a goal of 15k product
  26. 26. Linked Table
  27. 27. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Adding a Linked Table • Create a table on Excel, mark it and choose Add to Data Model
  28. 28. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Adding a Linked Table • Setup the relation at the Diagram View
  29. 29. Pivot Tables & Pivot Charts
  30. 30. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Adding a Pivot Table • Click on the PivotTable button and choose PivotTable
  31. 31. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Sales by Date
  32. 32. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Sales by Region
  33. 33. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Adding a Pivot Chart • Click on the PivotTable Button and choose PivotChart
  34. 34. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Sales by Date
  35. 35. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Sales by Region
  36. 36. Slicers & Management Dashboards
  37. 37. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Adding Four Charts • Click on the PivotTable button and choose Four Charts
  38. 38. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Designing the Charts
  39. 39. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Adding Slicers • In PivotChart Tools, Choose Analyze, then press on Insert Slicer
  40. 40. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Adding Slicers
  41. 41. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Filtering multiple charts using the same slicers • In Pivot Chart Tools, click on Filter Connections, the apply required slicers
  42. 42. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Displaying top N • Click on the ModelName, choose ValueFilters, then Top-10
  43. 43. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Configure the Top-10 Filter
  44. 44. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Displaying top N – End Result
  45. 45. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Apply Additional Formatting
  46. 46. Power View
  47. 47. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Power View
  48. 48. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Power View
  49. 49. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Applying Top N Analysis • =RANKX(ALLSELECTED(SalesTerritory) , SalesTerritory[SumSales])
  50. 50. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Applying Top N Analysis
  51. 51. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent. ramkedem.com Adding more charts

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