Creating Data Models with PowerPivot How-to - Leo Taehyung Lee - E-Book

Creating Data Models with PowerPivot How-to E-Book

Leo Taehyung Lee

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Beschreibung

Microsoft PowerPivot is a free software designed to enhance Microsoft Excel. It allows the user to make extensive use of his/her computer's powers to draw data from various sources, do analysis across millions of rows of data, and present results in a very unique format.

Instant Creating Data Models with PowerPivot How-to is a concise and to-the-point guide that helps you get a jump start on using this strong business intelligence tool, while still working in an environment similar to Excel. You will begin with data generation and manipulation, learning a new feature at each step by building onto the old file, and ultimately creating a comprehensive file.

Instant Creating Data Models with PowerPivot How-to will guide the user through database installation, importing data from various sources, creating pivot charts and tables, utilizing a unique feature of PowerPivot called slicers,adding custom columns, and setting custom relationships between data to generate the ultimate customized dataset for analysis. By the end of the book and all the sections of Microsoft PowerPivot for Excel, the reader will be fully experienced and ready to utilize this powerful software.

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Seitenzahl: 63

Veröffentlichungsjahr: 2013

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Table of Contents

Instant Creating Data Models with PowerPivot How-to
Credits
About the Author
About the Reviewer
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the sample files
Errata
Piracy
Questions
1. Instant Creating Data Models with PowerPivot How-to
Installation (Simple)
Getting ready
How to do it...
How it works...
There's more...
Importing data from the database (Advanced)
Getting ready
How to do it...
How it works...
There's more...
Excel 2013
Importing data from other files (Simple)
How to do it...
How it works...
There's more...
Filtering the data to be imported (Intermediate)
Getting ready
How to do it...
How it works...
There's more...
Creating a pivot table (Simple)
Getting ready
How to do it...
How it works...
There's more...
Creating a pivot chart (Simple)
Getting ready
How to do it...
How it works...
There's more...
Managing data relationships (Simple)
How to do it...
How it works...
There's more...
Creating custom tables instead of connecting relationships
Adding new custom columns (Intermediate)
Getting ready
How to do it...
How it works...
There's more...
Making the data look presentable (Simple)
Getting ready
How to do it...
How it works...
There's more...
Publishing as Excel (Simple)
Getting ready
How to do it...
How it works...
There's more...
Version compatibility issue

Instant Creating Data Models with PowerPivot How-to

Instant Creating Data Models with PowerPivot How-to

Copyright © 2013 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: April 2013

Production Reference: 1180413

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-84968-956-4

www.packtpub.com

Credits

Author

Leo Taehyung Lee

Reviewer

Mohammed Raza Saghar

Acquisition Editor

Andrew Duckworth

Commissioning Editor

Neha Nagwekar

Technical Editor

Hardik B. Soni

Project Coordinator

Joel Goveya

Proofreader

Jonathan Todd

Production Coordinators

Melwyn D'sa

Nilesh R. Mohite

Cover Work

Melwyn D'sa

About the Author

Leo Taehyung Lee is an outgoing individual with a diverse background and experiences. His studies in engineering along with the pursuit of a career in finance helped him work in various positions across diverse fields from R&D to patents as well as financial risk management. He has over 3 years of extensive experience in Excel, VBA, and is a Microsoft Certified Excel Expert in Excel 2010.

This book would not have been possible without the constant support from YN. Special thanks to YW for the encouragement and help in developing relevant skills.

About the Reviewer

Mohammed Raza Saghar is a Microsoft Certified Office 2007 and 2010 Master and a Microsoft Certified Excel Expert in 2003, 2007, and 2010 versions. He has Excel and VBA experience of more than 13 years and overall training experience of more than 3 years that also includes complete training of 48 batches at AFCKS Technologies (Pune, India) and 3 corporate trainings at a management college. Students like his training style, in-depth course coverage, approachability, and professionalism.

www.PacktPub.com

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Preface

Microsoft PowerPivot is a free add-in for Excel, designed to allow the user to perform extensive data analysis while still working in a familiar environment. It allows the user to draw data from multiple sources, to build relationships between these data, to create custom data, and to work with hundreds of millions of rows. Through its step-by-step interactive tutorials, the user will become familiar with functionalities of PowerPivot, helping to make intelligent business analysis!

What this book covers

Installation (Simple) covers the installation of PowerPivot on Excel, as well as the installation of a sample database for future tutorials.

Importing data from the database (Advanced) helps you with downloading data from the sample database, the most common form that a data is stored in any business. The user will become familiar enough in obtaining relevant data that they may need for further usage.

Importing data from other files (Simple) deals with the fact that aside from a database, there are plenty of files available online or being used in a business. The tutorials in this recipe prepare and import many different types of data for future use.

Filtering data to be imported (Intermediate) covers importing data from the database and automatically storing it in PowerPivot for future usage. However, not all data are relevant nor useful and can easily be distinguished. The tutorial in this section will practice how to filter data when importing.

Creating a pivot table (Simple) helps you understand the data that we imported will be just that – raw data. The tutorial in this section will explore the pivot table to make the most sense out of the data.

Creating a pivot chart (Simple) deals with the fact that while pivot tables are nice, numbers are not as obvious as graphs and charts. Pivot charts and its features add a layer of analysis to the data at hand.

Managing data relationships (Simple) covers the fact that pulling data from many sources may cause confusion to a computer where it does not recognize how the data are related, even though it may be obvious to the user. This is where data relationships should be set up in order for Excel to recognize the data relationships properly.

Adding new custom columns (Intermediate) deals with the fact that in many occasions, raw data is very limited in sorting, arranging, and calculating data. Adding new custom columns of data is an easy way to address it using formulas similar to Excel.

Making data look presentable (Simple)