PowerPivot for the Data Analyst: Microsoft Excel 2010 (MrExcel Library)
This class will go into more details about pivot tables. Learn how to take poorly formatted data and convert it to data suitable for pivot tables.
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See how to use Pivot Tables for frequency distributions, true Top 10 reports, Pareto analyses. By participating in the IMA Platte Valley Chapter Meeting, you grant IMA and any of its designated subcontractors, partners, or affiliates the right to your name and image both photographs for such purposes. You give this acknowledgement freely and knowingly and that you are able to participate in IMA events, and you do hereby assume.
Posted by. Skip to main content Press Enter. Sign in. Skip auxiliary navigation Press Enter. Contact Us Code of Conduct www. Skip main navigation Press Enter. Toggle navigation. Bill Jelen - Mr. Laptops are not required for courses with Bill Jelen. Bill advises, "this is a fairly fast-paced lecture-style course in how to become more efficient in Excel. You will get more out of the course by watching the demonstrations and taking notes than by trying to follow along.
Select the row for FY Budget, as shown in Figure 2. Click Delete Row. When you are done, you should see only two rows, as shown in Figure 2. Click OK to complete the set. Next Steps This chapter showed you what is possible with pivot tables. In the next chapter, you will see both the benefits of the drawbacks of using PowerPivot.
I am going to ask you to step into the WayBack machine. Now, let me ask you to step into the WayWayBack machine. Do you remember the first five words that I wrote in this book? Thanks to UrbanDictionary. A passionate fan of various elements of geek culture 2. A person who is completely loyal to a game or company regardless if they suck or not If you happened to be following my Twitter feed as I discovered how cool the DAX measures are, you have no question that I fit definition number 1.
I love pivot tables more than I love PowerPivot. Most data analysis problems can be solved with a pivot table. Pivot tables are the greatest invention in desktop computing. I go deep into pivot tables. Everyone wants to know how to make a pivot table. I show you how to go 10 steps beyond that. As I started using PowerPivot pivot tables late in , I started to become a bit annoyed with some of the limitations with pivot tables created by PowerPivot.
It is a limitation of all pivot tables created from online analytical processing OLAP data sources. This chapter looks at the benefits of PowerPivot and the drawbacks of PowerPivot. However, I have a loyalty to the pivot table. For those of you who have read my books and are really using all the features of pivot tables, you are going to hate some of the limitations of PowerPivot pivot tables. It is showing fields from three different worksheets.
You can choose fields from each sheet and put them in the same pivot table! That is incredibly cool. I will argue with that.
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The PowerPivot model saves memory by not having to repeat the information from the lookup tables on a million rows in the transaction table. Assuming that you need one row for headings, the most data that you can get into a regular Excel pivot table is 1,, rows of data. PowerPivot can handle an unlimited amount of rows.
The Excel guru will point out that without PowerPivot you could connect to an Access database or even use the VBA trick that is documented on page 82 of Excel Gurus Gone Wild to combine similar data from Sheet1 and Sheet2 into a single pivot cache.
If you are really considering using one of those tricks to get more than a million rows into a pivot table, you really want to use a tool that was designed with the intention of being able to fit multi-million-row data sets in memory. With large data sets, you are fighting two limits. First, all the data has to fit into a workbook that takes up less than 2GB on the hard drive. Second, you are limited by available memory on the computer. Remember that a pivot table is fast because it loads all the data up into memory. When this book hits the bookshelves, you will still be constrained by not-quite-unlimited RAM, and you will appreciate that VertiPaq lets you fit more data into memory.
Bill Jelen - Mr. Excel
They allow you to define a group of regions that should be reported, or they allow you to define a group of columns to show. In Figure 3. You cannot hide the budget without also hiding the budget.
The lower pivot table uses a PowerPivot data set, and named sets make it easy to choose the columns. Figure 3. Think of them as an improvement on using the page fields in Excel or report filter fields in Excel With PowerPivot pivot tables, you can easily have one, two, or four pivot tables that are all controlled by the same set of slicers. These pivot tables can be reporting different measures and using different label fields, yet they all respond to one set of slicers see Figure 3. If you are trying to create a dashboard, PowerPivot is going to let you do it in just a few clicks.
Add three slicers to that pivot table. The default slicers for a regular Excel pivot table are shown at the top of Figure 3. Build a PowerPoint pivot table. It is easier to add slicers using the PowerPivot Field List. You just drag fields to either the Vertical Slicer or Horizontal Slicer drop zone. The slicers added by PowerPivot are intelligently resized.
PowerPivot for the Data Analyst: Microsoft Excel (MrExcel Librar…
If you only have three items along a dimension, the slicer will only be large enough to show three items. PowerPivot makes some intelligent guesses about the best arrangement for the slicers. In the bottom of Figure 3. There is a better chance that you can just accept the default arrangement of the PowerPivot slicers. Because there are 25 customers in the data set, I would probably adjust the Customer slicer to be a bit taller to show 1 more row of items.
Overall, though, you will have a better experience setting up slicers when you are using a PowerPivot pivot table. You can adjust the slicers for a regular pivot table to appear in the arrangement that defaults from the PowerPivot table, it just requires far more clicks. Further, if you do find that you have to adjust the PowerPivot slicers, they will drive you mad as they continue to try to automatically adjust.
Regular pivot table. It is less cluttered see Figure 3. To create Figure 3. Link the table to PowerPivot. Select to create a pivot chart. Look at the sheet tabs to see what happens.
PowerPivot for the Data Analyst: Microsoft Excel 2010
PowerPivot inserts two new worksheets in the workbook. Sheet1 is used to hold the pivot chart. A second sheet called Data for Sheet1 Chart 1 is inserted to hold the pivot table that drives the chart. Now, it is cool that you can drive that pivot table on the back worksheet by using the PowerPivot Field List on the front sheet. If you use the layout with four charts, you are going to get more back worksheets to hold the pivot tables.