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

1. Power Pivot &
Power View
Ram Kedem

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

3. Getting Started

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

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Getting Started
• Mark PowerPivot and Power View, click Ok the finish

7. Importing Data

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Importing Data

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Importing Data
• Click on Get External Data and choose From Database – SQL
Server

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Importing Data

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Importing Data

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Importing Data

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Importing Data

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Data View

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Diagram View

16. Calculated Fields &
Columns

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Create New Calculated Field
• Click on Calculated Fields and choose New Calculated Field

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Sum of Sales Amount

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Count of Product Keys

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Average Sales Amount

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Edit Calculated Fields
• You can edit those fields by clicking on Calculated Fields and
choosing Manage Calculated Fields

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Add Calculated Columns

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Add Calculated Columns

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Create KPI
• Right click on calculated field and choose Create KPI

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Setting a goal of 15k product

26. Linked Table

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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

29. Pivot Tables &
Pivot Charts

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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

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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

36. Slicers & Management
Dashboards

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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

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Filtering multiple charts using
the same slicers
• In Pivot Chart Tools, click on Filter Connections, the apply
required slicers

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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

46. Power View

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Power View

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Power View

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Applying Top N Analysis
• =RANKX(ALLSELECTED(SalesTerritory) ,
SalesTerritory[SumSales])

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Applying Top N Analysis

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Adding more charts