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Analytics Workshop 2015 - Handout-1: 1. Add Data To Your Powerpivot Workbook

This document outlines steps for completing hands-on exercises using PowerPivot in Excel. It details how to add and relate data from different sources, create calculated columns and relationships, then generate pivot tables and charts for analysis. Slicers can also be added for interactive filtering of the results.

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Atul Tripathi
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Download as DOCX, PDF, TXT or read online on Scribd
427 views

Analytics Workshop 2015 - Handout-1: 1. Add Data To Your Powerpivot Workbook

This document outlines steps for completing hands-on exercises using PowerPivot in Excel. It details how to add and relate data from different sources, create calculated columns and relationships, then generate pivot tables and charts for analysis. Slicers can also be added for interactive filtering of the results.

Uploaded by

Atul Tripathi
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Analytics Workshop 2015 - Handout-1

Sequence of the tasks for the hands on PowerPivot exercises using Sample
ContosoV2 data.
[http://powerpivotsdr.codeplex.com/]

1. Add Data to Your PowerPivot Workbook.


1.1. Add Data by using the Table Import Wizard
1.1.1. Filter the Table Data prior to Importing
1.1.2. Import the Selected Table and Column Data
1.1.3. Import select product category from a column
1.1.4. Finish, Close & Refresh for any update in the basic table
1.2. Add Data by using a Custom Query
1.2.1. Create a Connection to an Access Database
1.2.2. Use the Query Designer Tool to Select the Data to Import
1.3. Add Data by using Copy and Paste
1.4. Add Data by using an Excel Linked Table

2. Save Excel workbook with PowerPivot views.

3. Remove the PowerPivot views/tables from an excel work book.

4. Create Relationships between Tables


4.1. Why Create Relationships?
4.2. To Review Existing Relationships imported automatically
4.3. Create additional relationships manually.
4.4. Create Relationships between the data from Access and Excel

5. Calculated Column [Data Analysis Expressions (DAX) Language]


A calculated column is based on data that already exists in your PowerPivot workbook.
5.1. Create a calculated column
5.2. Autocomplete, Fx List

6. Create a PivotTable from PowerPivot Data:


PivotTables help efficiently analyse data in detail. You can make comparisons, detect patterns and
relationships, and discover trends.
6.1 Add a PivotTable to Your Analysis
6.2 Add another PivotTable to Your Analysis
6.3 Delete a PivotTable

7. Create a PivotChart from PowerPivot Data:


PivotCharts provide an interactive graphical representation of data and help see comparisons,
patterns, and trends.
7.1 Add a PivotChart to Your Analysis
7.2 Add another PivotChart to Your Analysis
7.3 Delete a PivotChart

8. Add Slicers to PivotTables


Slicers can be used in both Microsoft Excel workbooks and PowerPivot workbooks, to interactively
filter and analyze data.
8.1 Add Slicers to the Profit by Category PivotTable
8.2 Format Slicers
8.3 Use Slicers to Analyze your PivotTable Data

9. Add Slicers to PivotCharts


9.1 Add Slicers to a PivotChart
9.2 Format Slicers
9.3 Use Slicers to Analyze your PivotChart Data

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