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