Microsoft Excel PowerPivot ….light & Easy Bobby Wan

Agenda PowerPivot Importing Data Relationships Creating a PivotTable Creating a Pivot Chart PowerPivot Agenda

Using PowerPivot

How Many Know PivotTable. What is PivotTable How Many Know PivotTable? What is PivotTable? What Are Disadvantages Of PivotTable? Before We Begin….

Enabling the PowerPivot Add-In

Note: Features availability Power View and Power Pivot are available in the Office Professional Plus and Office 365 Professional Plus editions, and in the standalone edition of Excel 2013 Note: Features availability RAM 2 to 4 GB of RAM. The add-in consumes approximately 25 MB of RAM. An additional 33 MB is consumed when the first PivotTable is added to the worksheet. Additional RAM is required for PowerPivot workbooks. The amount of RAM required will vary depending on the workbook you create. PowerPivot supports files up to 2GB in size. The 64-bit version of PowerPivot enables you to work with up to 4GB of data in memory, and the 32-bit version enables you to work with up to 2GB of data in memory.

Power Pivot extends the capabilities of the PivotTable data summarization and cross-tabulation feature What is PowerPivot? with new features such as expanded data capacity, advanced calculations, ability to import data from multiple sources, and the ability to publish the workbooks as interactive web applications. As such, Power Pivot falls under Microsoft's Business Intelligence offering, complementing it with its self-service, in-memory capabilities. Features of PowerPivot: Allows you to organize tables for the PivotTable tool in a relational way, freeing the analyst from the need to import data as Excel sheets before analyzing them.

PowerPivot Features: Overview Expanded data capacity Advanced calculations Ability to import data from multiple sources Ability to organize tables for the PivotTable tool in a relational way Reduces file size up to 90% Overview

Intro To PivotTable First? PowerPivot

Import Data from Multiple Sources

Can Preview and Filter before Importing

The PowerPivot Window The Table Import Wizard closes and the table date are displayed in Excel in separate worksheets

Diagram View in PowerPivot (Relationship)

Example of Relationships in Access 1 2 3 4 5 Relationship in Access

Checking Relationships Relationships allow you to describe the connections between different database tables to perform powerful cross-table queries Relationships allow you to describe the connections between different database tables in powerful ways. Once you’ve described the relationships between your tables, you can later leverage that information to perform powerful cross-table queries, known as joins. When you import data from Microsoft Access, the table relationships are also imported.

Adding Calculated Columns Click in anywhere in the empty column = [Quantity] * [UnitPrice] Rename new field to Sales Amount

Inserting PivotTables Once the data has been imported into PowerPivot, you can now begin to create the PivotTables Once the data has been imported into PowerPivot, you can now begin to create the PivotTables. In this section, we will create a PivotTable to summarize the amount of sales for various products from different categories.

Choose Fields to Add to Report In the PivotTable Fields list, under the Products table, select ProductName. In the PivotTable Fields list, under the Order Details table, select the Quantity and Sales Amount fields. Click the PivotTable Tools - Design tab. Click the Report Layout button in the Layout tab. Click Show in Tabular Form

Inserting Pivot Charts Click the PowerPivot tab. Click the Manage button Inserting Pivot Charts It can be hard to see the big picture when you have data in a huge PivotTable A PivotChart can help you make sense of this data. Click the PowerPivot tab. Click the Manage button. The PowerPivot windows appears. Click the PowerPivot tab. Click the Manage button Click the arrow below the PivotTable button. Click PivotChart.

Power Pivot has four basic steps to what it offers: Within the PowerPivot for Excel environment, you can bring data from virtually anywhere. Easily organize, connect, and manipulate tables of large data sets. Perform an in-depth analysis of your data, any way you want to slice it. Use PowerPivot for SharePoint to share your workbooks across your team or publish them to the Web Power Pivot has four basic steps to what it offers:

Power Pivot Features: PowerPivot Summary: Expanded data capacity Advanced calculations Ability to import data from multiple sources Ability to organize tables for the PivotTable tool in a relational way Reduces file size up to 90% PowerPivot Summary:

What is Power BI? The first thing you need to know about the "PowerPivot" Data Model is that there are TWO primary places where you can find it:

Excel PowerPivot

Power BI Desktop

And while those two may LOOK different on the surface, they are very much the SAME under the hood

Power BI Desktop

When you learn one, you’re learning them BOTH The differences between the two are purely cosmetic. Anything you build in an Excel Data Model can be converted to a Power BI Desktop Data Model with just a few clicks – because they use the same engines and languages!  (Some of the visuals might not translate over, but those are quick to recreate.  It’s the brains of your models that are important, and those transfer effortlessly.) When you learn one, you’re learning them BOTH

OK, how is PowerBI.com different from Power BI Desktop? CREATE with Power BI Desktop Power BI Desktop is where you CREATE models and dashboards.

PowerBI.com is where you PUBLISH and SHARE share those models and dashboards.  Then, others can view and interact with those dashboards in their browsers and, even better, on their mobile devices. SHARE with PowerBI.com

PowerPivot is Kind of Two Things

Power View is Purely an Alternative to the Excel Visualization Layer

Thank You. Have a great day! The End Thank You. Have a great day! Bobby Wan