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Learn Excel Power Pivot

Excel Power Pivot Tutorial Excel Power Pivot is an efficient, powerful tool that comes with Excel as an Add-in. With Power Pivot, you can load hundreds of millions of rows of data from external sources and manage the data effectively with its powerful xVelocity engine in a highly compressed form. This makes it possible to perform the calculations, analyze the data, and arrive at a report to draw conclusions and decisions. This guide targets professionals with hands-on experience with Excel, to
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© © All Rights Reserved
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100% found this document useful (6 votes)
1K views204 pages

Learn Excel Power Pivot

Excel Power Pivot Tutorial Excel Power Pivot is an efficient, powerful tool that comes with Excel as an Add-in. With Power Pivot, you can load hundreds of millions of rows of data from external sources and manage the data effectively with its powerful xVelocity engine in a highly compressed form. This makes it possible to perform the calculations, analyze the data, and arrive at a report to draw conclusions and decisions. This guide targets professionals with hands-on experience with Excel, to
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
Download as pdf or txt
Download as pdf or txt
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Excel Power

Pivot Tutorial
Excel Power Pivot is an efficient, powerful tool that comes
with Excel as an Add-in. With Power Pivot, you can load
hundreds of millions of rows of data from external sources
and manage the data effectively with its powerful xVelocity
engine in a highly compressed form. This makes it possible
to perform the calculations, analyze the data, and arrive at a
report to draw conclusions and decisions.

This guide targets professionals with hands-on experience


with Excel, to perform the highend data analysis and
decision making in a matter of few minutes.

Before you proceed with this tutorial, we are assuming that


you are already aware about the basics of Excel. If you are
not well aware of these concepts, then we will suggest you
to go through our short tutorials on Excel charts and MS
Access.
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TABLE OF CONTENTS

1. Excel Power Pivot - Overview


2. Excel Power Pivot - Installing
3. Excel Power Pivot - Features
4. Excel Power Pivot - Loading Data
5. Excel Power Pivot - Data Model
6. Excel Power Pivot - Managing Data Model
7. Excel Power PivotTable - Creation
8. Excel Power Pivot - Basics of DAX
9. Excel Power Pivot - Exploring Data
10. Excel Power Pivot - Flattened
11. Excel Power Pivot Charts - Creation
12. Table and Chart Combinations
13. Excel Power Pivot - Hierarchies
14. Excel Power Pivot - Aesthetic Reports
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Excel Power Pivot -
Overview
Excel Power Pivot is an efficient, powerful tool that comes
with Excel as an Add-in. With Power Pivot, you can load
hundreds of millions of rows of data from external sources
and manage the data effectively with its powerful xVelocity
engine in a highly compressed form. This makes it possible
to perform the calculations, analyze the data, and arrive at a
report to draw conclusions and decisions. Thus, it would be
possible for a person with hands-on experience with Excel,
to perform the high-end data analysis and decision making
in a matter of few minutes.

This tutorial will cover the following −

POWER PIVOT FEATURES


What makes Power Pivot a strong tool is the set of its
features. You will learn the various Power Pivot features in
the chapter − Power Pivot Features.

POWER PIVOT DATA FROM VARIOUS


SOURCES
Power Pivot can collate data from various data sources to
perform the required calculations. You will learn how to get
data into Power Pivot, in the chapter − Loading Data into
Power Pivot.
POWER PIVOT DATA MODEL
The power of Power Pivot lies in its database- Data Model.
The data is stored in the form of data tables in the Data
Model. You can create relationships between the data tables
to combine the data from different data tables for analysis
and reporting. The chapter − Understanding Data Model
(Power Pivot Database) gives you the details about the Data
Model.

MANAGING DATA MODEL AND


RELATIONSHIPS
You need to know how you can manage the data tables in
the Data Model and the relationships between them. You
will get the details of these in the chapter − Managing Power
Pivot Data Model.

CREATING POWER PIVOT TABLES AND


POWER PIVOT CHARTS
Power PivotTables and Power Pivot Charts provide you a
way to analyze the data for arriving at conclusions and/or
decisions.

You will learn how to create Power PivotTables in the


chapters − Creating a Power PivotTable and Flattened
PivotTables.

You will learn how to create Power PivotCharts in the


chapter − Power PivotCharts.
DAX BASICS
DAX is the language used in Power Pivot to perform
calculations. The formulas in DAX are similar to Excel
formulas, with one difference − while the Excel formulas
are based on individual cells, DAX formulas are based on
columns (fields).

You will understand the basics of DAX in the chapter −


Basics of DAX.

EXPLORING AND REPORTING POWER PIVOT


DATA
You can explore the Power Pivot Data that is in the Data
Model with Power PivotTables and Power Pivot Charts.
You will get to learn how you can explore and report data
throughout this tutorial.

HIERARCHIES
You can define data hierarchies in a data table so that it
would be easy to handle related data fields together in
Power PivotTables. You will learn the details of the creation
and usage of Hierarchies in the chapter − Hierarchies in
Power Pivot.

AESTHETIC REPORTS
You can create aesthetic reports of your data analysis with
Power Pivot Charts and/or Power Pivot Charts. You have
several formatting options available to highlight the
significant data in the reports. The reports are interactive in
nature, enabling the person looking at the compact report to
view any of the required details quickly and easily.

You will learn these details in the chapter − Aesthetic


Reports with Power Pivot Data.

Excel Power Pivot -


Installing
Power Pivot in Excel provides a Data Model connecting
various different data sources based on which the data can
be analyzed, visualized, and explored. The easy-to-use
interface provided by Power Pivot enables a person with
hands-on experience in Excel to effortlessly load data,
manage the data as data tables, create relationships among
the data tables, and perform the required calculations to
arrive at a report.

In this chapter, you will learn, what makes Power Pivot a


strong and sought after tool for analysts and decision
makers.

POWER PIVOT ON THE RIBBON


The first step to proceed with Power Pivot is to ensure that
the POWERPIVOT tab is available on the Ribbon. If you
have Excel 2013 or later versions, the POWERPIVOT tab
appears on the Ribbon.
If you have Excel 2010, POWERPIVOT tab might not
appear on the Ribbon if you have not already enabled the
Power Pivot add-in.

POWER PIVOT ADD-IN


Power Pivot Add-in is a COM Add-in that needs to be
enabled to get the complete features of Power Pivot in
Excel. Even when POWERPIVOT tab appears on the
ribbon, you need to ensure that the add-in is enabled to
access all the features of Power Pivot.

Step 1 − Click the FILE tab on the Ribbon.

Step 2 − Click Options in the dropdown list. The Excel


Options dialog box appears.
Step 3 − Follow the instructions as follows.

• Click Add-Ins.
• In the Manage box, select COM Add-ins from the
dropdown list.
• Click the Go button. The COM Add-Ins dialog box
appears.
• Check Power Pivot and click OK.

WHAT IS POWER PIVOT?


Excel Power Pivot is a tool for integrating and manipulating
large volumes of data. With Power Pivot, you can easily
load, sort and filter data sets that contain millions of rows
and perform the required calculations. You can utilize
Power Pivot as an ad hoc reporting and analytics solution.

The Power Pivot Ribbon as shown below has various


commands, ranging from managing Data Model to creating
reports.

The Power Pivot window will have the Ribbon as shown


below −

WHY IS POWER PIVOT A STRONG TOOL?


When you invoke Power Pivot, Power Pivot creates data
definitions and connections that get stored with your Excel
file in a compressed form. When the data at the source is
updated, it is refreshed automatically in your Excel file. This
facilitates the usage of the data maintained elsewhere but is
required for study time-to-time study and arriving at
decisions. The source data can be in any form − ranging
from a text file or a web page to the different relational
databases.

The user-friendly interface of Power Pivot in the


PowerPivot window enables you to perform data operations
without the knowledge of any database query language. You
can then create a report of your analysis within few seconds.
The reports are versatile, dynamic and interactive and enable
you to further probe into the data to get the insights and
arrive at the conclusions / decisions.

The data that you work on in Excel and in the Power Pivot
window is stored in an analytical database inside the Excel
workbook, and a powerful local engine loads, queries, and
updates the data in that database. Since the data is in Excel,
it is immediately available to PivotTables, PivotCharts,
Power View, and other features in Excel that you use to
aggregate and interact with the data. The data presentation
and interactivity is provided by Excel and the data and Excel
presentation objects are contained within the same
workbook file. Power Pivot supports files up to 2GB in size
and enables you to work with up to 4GB of data in memory.

POWER FEATURES TO EXCEL WITH POWER


PIVOT
Power Pivot features are free with Excel. Power Pivot has
enhanced the Excel performance with power features that
include the following −

• Ability to handle large data volumes, compressed


into small files, with amazing speed.
• Filter data and rename columns and tables while
importing.
• Organize tables into individual tabbed pages in the
Power Pivot window as against the Excel tables
distributed all over the workbook or multiple tables
in the same worksheet.
• Create relationships among the tables, so as to
analyze the data in the tables collectively. Before
Power Pivot, one had to rely on heavy usage of
VLOOKUP function to combine the data into a
single table before such analysis. This used to be
laborious and error-prone.
• Add power to the simple PivotTable with many
added features.
• Provide Data Analysis Expressions (DAX) language
to write advanced formulas.
• Add calculated fields and calculated columns to the
data tables.
• Create KPIs to use in PivotTables and Power View
reports.

You will understand the Power Pivot features in detail in the


next chapter.

USES OF POWER PIVOT


You can use Power Pivot for the following −

• To perform powerful data analysis and create


sophisticated Data Models.
• To mash-up large volumes of data from several
different sources quickly.
• To perform information analysis and share the
insights interactively.
• To write advanced formulas with the Data Analysis
Expressions (DAX) language.
• To create Key Performance Indicators (KPIs).

DATA MODELLING WITH POWER PIVOT


Power Pivot provides advanced data modeling features in
Excel. The data in the Power Pivot is managed in the Data
Model that is also referenced as Power Pivot database. You
can use Power Pivot to help you gain new insights into your
data.

You can create relationships between data tables so that you


can perform data analysis on the tables collectively. With
DAX, you can write advanced formulas. You can create
calculated fields and calculated columns in the data tables in
the Data Model.

You can define Hierarchies in the data to use everywhere in


the workbook, including Power View. You can create KPIs
to use in PivotTables and Power View reports to show at a
glance whether performance is on or off target for one or
more metrics.

BUSINESS INTELLIGENCE WITH POWER PIVOT


Business intelligence (BI) is essentially the set of tools and
processes that people use to gather data, turn it into
meaningful information, and then make better decisions.
The BI capabilities of Power Pivot in Excel enable you to
gather data, visualize data, and share information with
people in your organization across multiple devices.

You can share your workbook to a SharePoint environment


that has Excel Services enabled. On the SharePoint server,
Excel Services processes and renders the data in a browser
window where others can analyze the data.
Excel Power Pivot -
Features
The most important and powerful feature of Power Pivot is
its database − Data Model. The next significant feature is the
xVelocity in-memory analytics engine that makes it possible
to work on large multiple databases in a matter of few
minutes. There are some more important features that come
with the PowerPivot Add-in.

In this chapter, you will get a brief overview of the features


of Power Pivot, which are illustrated in detail later.

LOADING DATA FROM EXTERNAL SOURCES


You can load data into Data Model from external sources in
two ways −

• Load data into Excel and then create a Power Pivot


Data Model.
• Load data directly into Power Pivot Data Model.

The second way is more efficient because of the efficient


way Power Pivot handles the data in memory.

For more details, refer to chapter − Loading Data into Power


Pivot.

EXCEL WINDOW AND POWER PIVOT


WINDOW
When you start working with Power Pivot, two windows
will open simultaneously − Excel window and Power Pivot
window. It is through PowerPivot window that you can load
data into Data Model directly, view the data in Data View
and Diagram View, Create relationships between tables,
manage the relationships, and create the Power PivotTable
and/or PowerPivot Chart reports.

You need not have the data in Excel tables when you are
importing data from external sources. If you have data as
Excel tables in the workbook, you can add them to Data
Model, creating data tables in Data Model that are linked to
the Excel tables.

When you create a PivotTable or PivotChart from Power


Pivot window, they are created in the Excel window.
However, the data is still managed from Data Model.

You can always switch between the Excel window and


Power Pivot window anytime, easily.

DATA MODEL
The Data Model is the most powerful feature of Power
Pivot. The data that is obtained from various data sources is
maintained in Data Model as data tables. You can create
relationships between the data tables so that you can
combine the data in the tables for analysis and reporting.

You will learn in detail about the Data Model in the chapter
− Understanding Data Model (Power Pivot Database).

MEMORY OPTIMIZATION
Power Pivot Data Model uses xVelocity storage, which is
highly compressed when data is loaded into memory that
makes it possible to store hundreds of millions of rows in
memory.

Thus, if you load data directly into Data Model, you will be
doing it in the efficient highly compressed form.

COMPACT FILE SIZE


If the data is loaded directly into Data Model, when you
save the Excel file, it occupies very less space on the hard
disk. You can compare the Excel file sizes, the first one with
loading data into Excel and then creating the Data Model
and the second with loading data directly into the Data
Model skipping the first step. The second one will be up to
10 times smaller than the first one.

POWER PIVOTTABLES
You can create the Power PivotTables from Power Pivot
window. The PivotTables so created are based on the data
tables in the Data Model, making it possible to combine data
from the related tables for analysis and reporting.

POWER PIVOTCHARTS
You can create the Power PivotCharts from Power Pivot
window. The PivotCharts so created are based on the data
tables in the Data Model, making it possible to combine data
from the related tables for analysis and reporting. The Power
PivotCharts have all the features of Excel PivotCharts and
many more such as field buttons.

You can also have combinations of Power PivotTable and


Power PivotChart.

DAX LANGUAGE
The strength of Power Pivot comes from the DAX Language
that can be used effectively on the Data Model to perform
calculations on the data in the data tables. You can have
Calculated Columns and Calculated Fields defined by DAX
that can be used in the Power PivotTables and Power
PivotCharts.

Excel Power Pivot -


Loading Data
In this chapter, we will learn to load data into Power Pivot.

You can load data into Power Pivot in two ways −

• Load data into Excel and add it to the Data Model


• Load data into PowerPivot directly, populating the
Data Model, which is the PowerPivot database.

If you want the data for Power Pivot, do it the second way,
without Excel even knowing about it. This is because you
will be loading the data only once, in highly compressed
format. To understand the magnitude of difference, suppose
you load data into Excel by first adding it to the Data Model,
the file size is say 10 MB.

If you load data into PowerPivot, and hence into Data Model
skipping the extra step of Excel, your file size could be as
less as 1 MB only.

DATA SOURCES SUPPORTED BY POWER


PIVOT
You can either import data into the Power Pivot Data Model
from various data sources or establish connections and/or
use the existing connections. Power Pivot supports the
following data sources −

• SQL Server relational database


• Microsoft Access database
• SQL Server Analysis Services
• SQL Server Reporting Services (SQL 2008 R2)
• ATOM data feeds
• Text files
• Microsoft SQL Azure
• Oracle
• Teradata
• Sybase
• Informix
• IBM DB2
• Object Linking and Embedding Database/Open
Database Connectivity
• (OLEDB/ODBC) sources
• Microsoft Excel File
• Text File
LOADING DATA DIRECTLY INTO
POWERPIVOT
To load data directly into Power Pivot, perform the
following −

• Open a new workbook.


• Click on the POWERPIVOT tab on the ribbon.
• Click on Manage in the Data Model group.

The PowerPivot window opens. Now you have two


windows − the Excel workbook window and the PowerPivot
for Excel window that is connected to your workbook.

• Click the Home tab in the PowerPivot window.


• Click From Database in the Get External Data
group.
• Select From Access.
The Table Import Wizard appears.

• Browse to the Access database file.


• Provide Friendly connection name.
• If the database is password protected, fill in those
details also.

Click the Next → button. The Table Import Wizard displays


the options for choosing how to import data.
Click Select from a list of tables and views to choose the
data to import.
Click the Next → button. The Table Import Wizard displays
the tables and views in the Access database that you have
selected.

Check the box Medals.


As you can observe, you can select the tables by checking
the boxes, preview and filter the tables before adding to
Pivot Table and/or select the related tables.

Click the Preview & Filter button.


As you can see, you can select specific columns by checking
the boxes in the column labels, filter the columns by
clicking the dropdown arrow in the column label to select
the values to be included.

• Click OK.
• Click the Select Related Tables button.
• Power Pivot checks what other tables are related to
the selected Medals table, if a relation exists.
You can see that Power Pivot found that the table
Disciplines are related to the table Medals and selected it.
Click Finish.

Table Import Wizard displays − Importing and shows the


status of the import. This will take a few minutes and you
can stop the import by clicking the Stop Import button.
Once the data is imported, the Table Import Wizard displays
– Success and shows the results of the import as shown in
the screenshot below. Click Close.
Power Pivot displays the two imported tables in two tabs.
You can scroll through the records (rows of the table) using
the Record arrows below the tabs.

TABLE IMPORT WIZARD


In the previous section, you have learnt how to import data
from Access through the Table Import Wizard.

Note that the Table Import Wizard options change as per the
data source that is selected to connect to. You might want to
know what data sources you can choose from.

Click From Other Sources in the Power Pivot window.


The Table Import Wizard – Connect to a Data
Source appears. You can either create a connection to a data
source or you can use one that already exists.

You can scroll through the list of connections in the Import


Table Wizard to know the compatible data connections to
Power Pivot.

• Scroll down to the Text Files.


• Select Excel File.
• Click the Next → button. The Table Import Wizard
displays – Connect to a Microsoft Excel File.
• Browse to the Excel file in the Excel File Path box.
• Check the box – Use first row as column headers.
• Click the Next → button. The Table Import Wizard
displays − Select Tables and Views.
• Check the box Product Catalog$. Click
the Finish button.
You will see the following Success message. Click Close.
You have imported one table, and you have also, created a
connection to the Excel file that contains several other
tables.

OPENING EXISTING CONNECTIONS


Once you have established a connection to a data source,
you can open it later.

Click Existing Connections in the PowerPivot window.


The Existing Connections dialog box appears. Select Excel
Sales Data from the list.

Click the Open button. The Table Import Wizard appears


displaying the tables and views.

Select the tables that you want to import and click Finish.
The selected five tables will be imported. Click Close.
You can see that the five tables are added to the Power
Pivot, each in a new tab.
CREATING LINKED TABLES
Linked tables are a live link between the table in Excel and
the table in the Data Model. Updates to the table in Excel
automatically update the data in the data table in the model.

You can link the Excel table into Power Pivot in a few steps
as follows −

• Create an Excel table with the data.


• Click the POWERPIVOT tab on the Ribbon.
• Click Add to Data Model in the Tables group.
The Excel table is linked to the corresponding Data Table in
PowerPivot.
You can see that the Table Tools with the tab - Linked Table
is added to the Power Pivot window. If you click Go to
Excel Table, you will switch to the Excel worksheet. If you
click Manage, you will switch back to the linked table in
the Power Pivot window.
You can update the linked table either automatically or
manually.

Note that you can link an Excel table only if it is present in


the workbook with the Power Pivot. If you have Excel tables
in a separate workbook, then you have to load them as
explained in the next section.

LOADING FROM EXCEL FILES


If you want to load the data from Excel workbooks, keep the
following in mind −

• Power Pivot considers the other Excel workbook as a


database and only worksheets are imported.
• Power Pivot loads each worksheet as a table.
• Power Pivot cannot recognize single tables. Hence,
Power Pivot cannot recognize if there are multiple
tables on a worksheet.
• Power Pivot cannot recognize any additional
information other than the table on a worksheet.

Hence, keep each table in a separate worksheet.

Once your data in the workbook is ready, you can import the
data as follows −

• Click From Other Sources in the Get External Data


group in the Power Pivot window.
• Proceed as given in the section − Table Import
Wizard.
The following are the differences between linked Excel
tables and imported Excel tables −

• Linked tables need to be in the same Excel


workbook in which the Power Pivot database is
stored. If the data already exists in other Excel
workbooks, there is no point in using this feature.
• The Excel import feature allows you to load data
from different Excel workbooks.
• Loading data from an Excel workbook does not
create a link between the two files. Power Pivot
creates only a copy of the data, while importing.
• When the original Excel file is updated, data in the
Power Pivot will not be refreshed. You need to either
set the update mode to automatic or update the data
manually, in the Linked Table tab of the Power Pivot
window.

LOADING FROM TEXT FILES


One of the popular data representation styles is with the
format known as comma separated values (csv). Each data
row /record is represented by a text line, wherein the
columns /fields are separated by commas. Many databases
provide the option of saving to a csv format file.

If you want to load a csv file into Power Pivot, you have to
use the Text File option. Suppose you have the following
text file with csv format −
• Click the PowerPivot tab.
• Click the Home tab in the PowerPivot window.
• Click From Other Sources in the Get External Data
group. The Table Import Wizard appears.
• Scroll down to Text Files.
• Click Text File.
• Click the Next → button. Table Import Wizard
appears with the display − Connect to Flat File.
• Browse to the text file in the File Path box. The csv
files usually have the first line representing column
headers.
• Check the box Use first row as column headers, if
the first line has headers.
• In the Column Separator box, default is Comma (,),
but in case your text file has any other operator such
as Tab, Semicolon, Space, Colon or Vertical Bar,
then choose that operator.
As you can observe, there is a preview of your data table.
Click Finish.

Power Pivot creates the data table in the Data Model.


LOADING FROM THE CLIPBOARD
Suppose, you have data in an application that is not
recognized by Power Pivot as a data source. To load this
data into Power Pivot, you have two options −

• Copy the data to an Excel file and use the Excel file
as data source for Power Pivot.
• Copy the data, so that it will be on the clipboard, and
paste it into Power Pivot.

You have already learnt the first option in an earlier section.


And this is preferable to the second option, as you will find
at the end of this section. However, you should know how to
copy data from clipboard into Power Pivot.

Suppose you have data in a word document as follows −


Word is not a data source for Power Pivot. Therefore,
perform the following −

• Select the table in the Word document.


• Copy and Paste it in the PowerPivot window.

The Paste Preview dialog box appears.

• Give the name as Word-Employee table.


• Check the box Use first row as column headers and
click OK.

The data copied into the clipboard will be pasted into a new
data table in Power Pivot, with the tab − Word-Employee
table.
Suppose, you want to replace this table with new content.

• Copy the table from Word.


• Click Paste Replace.
The Paste Preview dialog box appears. Verify the contents
that you are using for replace.

Click OK.
As you can observe, the contents of the data table in Power
Pivot are replaced by the contents in the clipboard.

Suppose you want to add two new rows of data to a data


table. In the table in the Word document, you have the two
news rows.

• Select the two new rows.


• Click Copy.
• Click Paste Append in the Power Pivot window.
The Paste Preview dialog box appears.
• Verify the contents that you are using to append.

Click OK to proceed.

As you can observe, the contents of the data table in Power


Pivot are appended with the contents in the clipboard.
In the beginning of this section, we have said that copying
data to an excel file and using linked table is better than
copying from clipboard.

This is because of the following reasons −

• If you use linked table, you know the source of the


data. On the other hand, you will not know the
source of the data later or if it is used by a different
person.
• You have tracking information in the Word file, such
as when the data is replaced and when the data is
appended. However, there is no way of copying that
information to Power Pivot. If you copy the data first
to an excel file, you can preserve that information for
later use.
• While copying from clipboard, if you want to add
some comments, you cannot do so. If you copy to
Excel file first, you can insert comments in your
Excel table that will be linked to the Power Pivot.
• There is no way to refresh the data copied from
clipboard. If the data is from a linked table, you can
always ensure that the data is updated.

REFRESHING DATA IN POWER PIVOT


You can refresh the data imported from the external data
sources at any point of time.

If you want to refresh only one data table in the Power


Pivot, do the following −

• Click the tab of the data table.


• Click Refresh.
• Select Refresh from the dropdown list.

If you want to refresh all the data tables in the Power Pivot,
do the following −

• Click the Refresh button.


• Select Refresh All from the dropdown list.

Excel Power Pivot - Data


Model
A Data Model is a new approach introduced in Excel 2013
for integrating data from multiple tables, effectively
building a relational data source inside an Excel workbook.
Within Excel, Data Model is used transparently, providing
tabular data used in PivotTables and PivotCharts. In Excel,
you can access the tables and their corresponding values
through the PivotTable / PivotChart Field lists that contain
the table names and corresponding fields.
The main use of Data Model in Excel is its usage by Power
Pivot. Data Model can be considered as the Power Pivot
database, and all the power features of Power Pivot are
managed with the Data Model. All data operations with
Power Pivot are explicit in nature and can be visualized in
the Data Model.

In this chapter, you will understand the Data Model in


detail.

EXCEL AND DATA MODEL


There will be only one Data Model in an Excel workbook.
When you work with Excel, Data Model usage is implicit.
You cannot directly access the Data Model. You can only
see the multiple tables in the Data Model in the Fields list of
PivotTable or PivotChart and use them. Creating the Data
Model and adding data is also done implicitly in Excel,
while you are getting external data into Excel.

If you want to look at the Data Model, you can do so as


follows −

• Click the POWERPIVOT tab on the Ribbon.


• Click Manage.

Data Model, if exists in the workbook, will be displayed as


tables, each one with a tab.

Note − If you add an Excel table to Data Model, you will


not transform the Excel table into a data table. A copy of the
Excel table is added as a data table in the Data Model and a
link is created between the two. Hence, if changes are done
in the Excel table, the data table also is updated. However,
from the storage point of view, there are two tables.

POWER PIVOT AND DATA MODEL


Data Model is inherently the database for Power Pivot. Even
when you create the Data Model from Excel, it builds the
Power Pivot database only. Creating the Data Model and/or
adding data is done explicitly in Power Pivot.

In fact, you can manage the Data Model from Power Pivot
window. You can add data to Data Model, import data from
different data sources, view the Data Model, create
relationships between the tables, create calculated fields and
calculated columns, etc.

CREATING A DATA MODEL


You can either add tables to the Data Model from Excel or
you can directly import data into Power Pivot, thus creating
the Power Pivot Data Model tables. You can view the Data
Model by clicking Manage in the Power Pivot window.

You will understand how to add tables from Excel to the


Data Model in the chapter – Loading Data through Excel.
You will understand how to load data into Data Model in the
chapter – Loading Data into Power Pivot.

TABLES IN DATA MODEL


Tables in Data Model can be defined as a set of tables
holding relationships across them. The relationships enable
combining related data from different tables for analysis and
reporting purposes.

The tables in the Data Model are called Data Tables.

A table in the Data Model is considered as a set of records (a


record is a row) made up of fields (a field is a column). You
cannot edit individual items in a data table. However, you
can append rows or add calculated columns to the data table.

EXCEL TABLES AND DATA TABLES


Excel tables are just a collection of separate tables. There
can be multiple tables on a worksheet. Each table can be
accessed separately, but it is not possible to access data from
more than one Excel table at the same time. This is the
reason that when you create a PivotTable, it is based on only
one table. If you need to use the data from two Excel tables
collectively, you need to first merge them into a single Excel
table.

A data table on the other hand coexists with other data tables
with relationships, facilitating the combination of data from
multiple tables. Data tables get created when you import
data into Power Pivot. You can also add Excel tables to the
Data Model while you are creating a Pivot Table getting
external data or from multiple tables.

The data tables in the Data Model can be viewed in two


ways −

• Data View.
• Diagram View.
DATA VIEW OF DATA MODEL
In the data view of the Data Model, each data table exists on
a separate tab. The data table rows are the records and
columns represent the fields. The tabs contain the table
names and the column headers are the fields in that table.
You can do calculations in the data view using the Data
Analysis Expressions (DAX) language.

DIAGRAM VIEW OF DATA MODEL


In the diagram view of the Data Model, all the data tables
are represented by boxes with the table names and contain
the fields in the table. You can arrange the tables in the
diagram view by just dragging them. You can adjust the size
of a data table so that all the fields in the table are displayed.
RELATIONSHIPS IN DATA MODEL
You can view the relationships in the diagram view. If two
tables have a relationship defined between them, an arrow
connecting the source table to the target table appears. If you
want to know which fields are used in the relationship, just
double click the arrow. The arrow and the two fields in the
two tables are highlighted.

Table relationships will be created automatically if you


import related tables that have primary and foreign key
relationships. Excel can use the imported relationship
information as the basis for table relationships in the Data
Model.

You can also explicitly create relationships in either of the


two views −

• Data View − Using Create Relationship dialog box.


• Diagram View − By clicking and dragging to
connect the two tables.

Create Relationship Dialog Box


In a relationship, four entities are involved −

• Table − The data table from which the relationship


starts.
• Column − The field in the Table that is also present
in the related table.
• Related Table − The data table where the
relationship ends.
• Related Column − The field in the related table that
is same as the field represented by Column in Table.
Note that the values of Related Column should be
unique.

In the diagram view, you can create the relationship by


clicking on the field in the table and dragging to the related
table.

You will learn more about relationships in the chapter -


Managing Data Tables and Relationships with Power Pivot.

Excel Power Pivot -


Managing Data Model
The major use of Power Pivot is its ability to manage the
data tables and the relationships among them, to facilitate
analysis of the data from several tables. You can add an
excel table to the Data Model while you are creating a
PivotTable or directly from the PowerPivot Ribbon.

You can analyze data from across multiple tables only when
relationships exist among them. With Power Pivot, you can
create relationships from the Data View or Diagram View.
Moreover, if you had chosen to add a table to the Power
Pivot, you need to add a relationship as well.

ADDING EXCEL TABLES TO DATA MODEL


WITH PIVOTTABLE

When you create a PivotTable in Excel, it is based only on a


single table / range. In case you want to add more tables to
the PivotTable, you can do so with the Data Model.

Suppose you have two worksheets in your workbook −

• One containing the data of salespersons and the


regions they represent, in a table- Salesperson.
• Another containing the data of sales, region and
month wise, in a table – Sales.

You can summarize the sales – salesperson-wise as given


below.
• Click the table – Sales.
• Click the INSERT tab on the Ribbon.
• Select PivotTable in the Tables group.

An empty PivotTable with the fields from the Sales table –


Region, Month and Order Amount will be created. As you
can observe, there is a MORE TABLES command below
the PivotTable Fields list.

• Click on MORE TABLES.

The Create a New PivotTable message box appears. The


message displayed is- To use multiple tables in your
analysis, a new PivotTable needs to be created using the
Data Model. Click Yes

A New PivotTable will be created as shown below −


Under PivotTable Fields, you can observe that there are two
tabs – ACTIVE and ALL.

• Click the ALL tab.


• Two tables- Sales and Salesperson, with the
corresponding fields appear in the PivotTable Fields
list.
• Click the field Salesperson in the Salesperson table
and drag it to ROWS area.
• Click the field Month in the Sales table and drag it to
ROWS area.
• Click the field Order Amount in the Sales table and
drag it to ∑ VALUES area.
The PivotTable is created. A message appears in the
PivotTable Fields – Relationships between tables may be
needed.

Click the CREATE button next to the message. The Create


Relationship dialog box appears.

• Under Table, select Sales.


• Under Column (Foreign) box, select Region.
• Under Related Table, select Salesperson.
• Under Related Column (Primary) box, select
Region.
• Click OK.
Your PivotTable from the two tables on two worksheets is
ready.

Further, as Excel stated while adding the second table to the


PivotTable, the PivotTable got created with Data Model. To
verify, do the following −

• Click the POWERPIVOT tab on the Ribbon.


• Click Manage in the Data Model group. The Data
View of the Power Pivot appears.
You can observe that the two Excel tables that you used in
creating the PivotTable are converted to data tables in the
Data Model.

ADDING EXCEL TABLES FROM A DIFFERENT


WORKBOOK TO DATA MODEL
Suppose the two tables – Salesperson and Sales are in two
different workbooks.
You can add the Excel table from a different workbook to
the Data Model as follows −

• Click the Sales table.


• Click the INSERT tab.
• Click PivotTable in the Tables group. The Create
PivotTable dialog box appears.

• In the Table/Range box, type Sales.


• Click on New Worksheet.
• Check the box Add this data to the Data Model.
• Click OK.

You will get an empty PivotTable on a new worksheet with


only the fields corresponding to the Sales table.

You have added the Sales table data to the Data Model.
Next, you have to get the Salesperson table data also into
Data Model as follows −

• Click on the worksheet containing Sales table.


• Click the DATA tab on the Ribbon.
• Click Existing Connections in the Get External Data
group. The Existing Connections dialog box appears.
• Click on the Tables tab.

Under This Workbook Data Model, 1 table is displayed


(This is the Sales table that you added earlier). You also find
the two workbooks displaying the tables in them.

• Click Salesperson under Salesperson.xlsx.


• Click Open. The Import Data dialog box appears.
• Click on PivotTable Report.
• Click on New worksheet.

You can see that the box – Add this data to the Data
Model is checked and inactive. Click OK.
The PivotTable will be created.

As you can observe the two tables are in the Data Model.
You might have to create a relationship between the two
tables as in the previous section.

ADDING EXCEL TABLES TO DATA MODEL


FROM THE POWERPIVOT RIBBON
Another way of adding Excel tables to Data Model is
doing so from the PowerPivot Ribbon.

Suppose you have two worksheets in your workbook −

• One containing the data of salespersons and the


regions they represent, in a table – Salesperson.
• Another containing the data of sales, region and
month wise, in a table – Sales.

You can add these Excel tables to the Data Model first,
before doing any analysis.

• Click on the Excel table - Sales.


• Click the POWERPIVOT tab on the Ribbon.
• Click Add to Data Model in the Tables group.
Power Pivot window appears, with the data table
Salesperson added to it. Further a tab – Linked Table
appears on the Ribbon in the Power Pivot window.

• Click on the Linked Table tab on the Ribbon.


• Click on Excel Table: Salesperson.

You can find that the names of the two tables present in
your workbook are displayed and the name Salesperson is
ticked. This means the data table Salesperson is linked to the
Excel table Salesperson.
Click Go to Excel Table.

Excel window with worksheet containing Salesperson table


appears.

• Click the Sales worksheet tab.


• Click the Sales table.
• Click Add to Data Model in the Tables group on the
Ribbon.
The Excel table Sales is also added to the Data Model.
If you want to do analysis based on these two tables, as you
are aware, you need to create a relationship between the two
data tables. In Power Pivot, you can do this in two ways −

• From Data View


• From Diagram View

CREATING RELATIONSHIPS FROM DATA


VIEW
As you know that in Data View, you can view the data
tables with records as rows and fields as columns.

• Click on the Design tab in the Power Pivot window.


• Click on Create Relationship in the Relationships
group. The Create Relationship dialog box appears.

• Click on Sales in the Table box. This is the table


from where the relationship starts. As you are aware,
Column should be the field that is present in the
related table Salesperson that contains unique values.
• Click on Region in the Column box.
• Click on Salesperson in the Related Linked Table
box.

The Related Linked Column gets automatically populated


with Region.
Click the Create button. The relationship is created.

CREATING RELATIONSHIPS FROM DIAGRAM


VIEW
Creating Relationships from Diagram View is relatively
easier. Follow the given steps.

• Click the Home tab in the Power Pivot window.


• Click Diagram View in the View group.
The Diagram View of the Data Model appears in the Power
Pivot window.

• Click on Region in Sales table. Region in Sales table


is highlighted.
• Drag to Region in Salesperson table. Region in
Salesperson table is also highlighted. A line appears
in the direction you dragged.
• A line appears from the table Sales to the table
Salesperson indicating the relationship.
As you can see, a line appears from the Sales table to the
Salesperson table, indicating the relationship and the
direction.

If you want to know the field that is a part of a relationship,


click on the relationship line. The line and the field in both
the tables are highlighted.
MANAGING RELATIONSHIPS
You can edit or delete an existing relationship in Data
Model.

• Click the Design tab in the Power Pivot window.


• Click Manage Relationships in the Relationships
group. The Manage Relationships dialog box
appears.
All the relationships that exist in the Data Model are
displayed.

TO EDIT A RELATIONSHIP

• Click on a Relationship.
• Click the Edit button. The Edit Relationship dialog
box appears.
• Make the required changes in the relationship.
• Click OK. The changes get reflected in the
relationship.

TO DELETE A RELATIONSHIP

• Click on a Relationship.
• Click on the Delete button. A warning message
appears showing how the tables that are affected by
deleting the relationship would affect the reports.
• Click OK if you are sure you want to delete. The
selected relationship is deleted.

REFRESHING POWER PIVOT DATA


Suppose you modify the data in the Excel table. You can
add / change / delete the data in the Excel table.

To refresh the PowerPivot data, do the following −


• Click the Linked Table tab in the Power Pivot
window.
• Click Update All.

The data table is updated with the modifications made in the


Excel table.

As you can observe, you cannot modify data in the data


tables directly. Hence, it is better to maintain your data in
Excel tables that are linked to the data tables when you add
them to the Data Model. This facilitates updating the data in
data tables as and when you update the data in Excel tables.

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Excel Power PivotTable -


Creation
Power PivotTable is based on the Power Pivot database,
which is called the Data Model. You have already learnt the
powerful features of the Data Model. The power of Power
Pivot is in its ability to summarize data from the Data Model
in the Power PivotTable. As you are aware, the Data Model
can handle huge data spanning millions of rows and coming
from diverse inputs. This enables Power PivotTable to
summarize the data from anywhere in a matter of few
minutes.

Power PivotTable resembles PivotTable in its layout, with


the following differences −

• PivotTable is based on Excel tables, whereas Power


PivotTable is based on data tables that are part of
Data Model.
• PivotTable is based on a single Excel table or data
range, whereas Power PivotTable can be based on
multiple data tables, provided they are added to Data
Model.
• PivotTable is created from Excel window, whereas
Power PivotTable is created from PowerPivot
window.

CREATING A POWER PIVOTTABLE


Suppose you have two data tables − Salesperson and Sales
in the Data Model. To create a PowerPivot Table from these
two data tables, proceed as follows −

• Click the Home tab on the Ribbon in PowerPivot


window.
• Click PivotTable on the Ribbon.
• Select PivotTable from the dropdown list.
Create PivotTable dialog box appears. As you can observe,
this is a simple dialog box, without any queries on data. This
is because, Power PivotTable is always based on Data
Model, i.e. the data tables with the relationships defined
among them.

Select New Worksheet and click OK.


A new worksheet is created in Excel window and an empty
PivotTable appears.

As you can observe, the layout of the Power PivotTable is


similar to that of PivotTable. The PIVOTTABLE
TOOLS appear on the Ribbon,
with ANALYZE and DESIGN tabs, identical to
PivotTable.

The PivotTable Fields List appears on the right side of the


worksheet. Here, you will find some differences from
PivotTable.

POWER PIVOTTABLE FIELDS


The PivotTable Fields list has two tabs − ACTIVE and ALL
that appear below the title and above the fields list.
The ALL tab is highlighted.
Note that the ALL tab displays all the data tables in the Data
Model and ACTIVE tab displays all the data tables that are
chosen for the Power PivotTable at hand. As the Power
PivotTable is empty, it means that no data table is selected
yet; hence by default, ALL tab is selected and the two tables
that are currently in the Data Model are displayed. At this
point, if you click the ACTIVE tab, the Fields list would be
empty.

• Click on the table names in the PivotTable Fields list


under ALL. The corresponding fields with check
boxes will appear.

• Each table name will have the symbol on the


left side.
• If you place the cursor on this symbol, the Data
Source and the Model Table Name of that data table
will be displayed.
• Drag Salesperson from Salesperson table to the
ROWS area.
• Click the ACTIVE tab.

As you can observe, the field Salesperson appears in the


PivotTable and the table Salesperson appears under
the ACTIVE tab as expected.

• Click the ALL tab.


• Click on Month and Order Amount in the Sales
table.

Again, click the ACTIVE tab. Both the tables − Sales and
Salesperson appear under the ACTIVE tab.

• Drag Month to COLUMNS area.


• Drag Region to FILTERS area.
• Click the arrow next to ALL in the Region filter box.
• Click Select Multiple Items.
• Select North and South and click OK.

Sort the column labels in the ascending order.


Power PivotTable can be modified dynamically explore and
report data.

Excel Power Pivot - Basics


of DAX
DAX (Data Analysis eXpression) language is the language
of Power Pivot. DAX is used by Power Pivot for data
modeling and it is convenient for you to use for self-service
BI. DAX is based on data tables and columns in data tables.
Note that it is not based on individual cells in the table as is
the case with the formulas and functions in Excel.

You will learn the two simple calculations that exist in Data
Model − Calculated Column and Calculated Field in this
chapter.

CALCULATED COLUMN
Calculated column is a column in the Data Model that is
defined by a calculation and that extends the content of a
data table. It can be visualized as a new column in an Excel
table defined by a formula.

EXTENDING THE DATA MODEL USING


CALCULATED COLUMNS
Suppose you have sales data of products region-wise in data
tables and also a Product Catalog in the Data Model.

Create a Power PivotTable with this data.


As you can observe, the Power PivotTable has summarized
the sales data from all the regions. Suppose you want to
know the gross profit made on each of the products. You
know the price of each product, the cost at which it is sold
and the number of units sold.

However, if you need to calculate the gross profit, you need


to have two more columns in each of the data tables of the
regions − Total Product Price and Gross Profit. This is
because, PivotTable requires columns in data tables to
summarize the results.
As you know, Total Product Price is Product Price * No. of
Units and Gross Profit is Total Amount − Total Product
Price.

You need to use DAX Expressions to add the Calculated


Columns as follows −

• Click the East_Sales tab in Data View of the Power


Pivot window to view the East_Sales Data Table.
• Click the Design tab on the Ribbon.
• Click Add.

The column on the right side with the header − Add Column
is highlighted.
Type = [Product Price] * [No. of Units] in the formula bar
and press Enter.
A new column with header CalculatedColumn1 is inserted
with the values calculated by the formula you entered.
• Double click the header of the new calculated
column.
• Rename the header as TotalProductPrice.

Add one more calculated column for Gross Profit as follows


• Click the Design tab on the Ribbon.


• Click Add.
• The column on the right side with the header − Add
Column is highlighted.
• Type = [TotalSalesAmount] −
[TotaProductPrice] in the formula bar.
• Press Enter.

A new column with header CalculatedColumn1 is inserted


with the values calculated by the formula you entered.
• Double click the header of the new calculated
column.
• Rename the header as Gross Profit.

Add the Calculated Columns in the North_Sales data table


in a similar way. Consolidating all the steps, proceed as
follows −

• Click the Design tab on the Ribbon.


• Click Add. The column on the right side with the
header − Add Column is highlighted.
• Type = [Product Price] * [No. of Units] in the
formula bar and press Enter.
• A new column with header CalculatedColumn1 gets
inserted with the values calculated by the formula
you entered.
• Double click the header of the new calculated
column.
• Rename the header as TotalProductPrice.
• Click the Design tab on the Ribbon.
• Click Add. The column on the right side with the
header - Add Column is highlighted.
• Type = [TotalSalesAmount] −
[TotaProductPrice] in the formula bar and press
Enter. A new column with
header CalculatedColumn1 gets inserted with the
values calculated by the formula you entered.
• Double click the header of the new calculated
column.
• Rename the header as Gross Profit.

Repeat the above given steps for the South Sales data table
and West Sales data table.
You have the necessary columns to summarize the Gross
Profit. Now, create the Power PivotTable.

You are able to summarize the Gross Profit that became


possible with the calculated columns in the Power Pivot and
it all can be done just in a few steps that are error-free.

You can summarize it region wise for the products as given


below also −
CALCULATED FIELD
Suppose you want to calculate the percentage of profit made
by each region product-wise. You can do so by adding a
calculated field to the Data Table.

• Click below the column Gross Profit in


the East_Sales table in Power Pivot window.
• Type EastProfit: = SUM ([Gross Profit]) / sum
([TotalSalesAmount]) in the formula bar.
• Press Enter.
The calculated field EastProfit is inserted below the Gross
Profit column.

• Right click the calculated field − EastProfit.


• Select Format from the dropdown list.
The Formatting dialog box appears.

• Select Number under Category.


• In the Format box, select Percentage and click OK.

The calculated field EastProfit is formatted to percentage.


Repeat the steps to insert the following calculated fields −

• NorthProfit in North_Sales data table.


• SouthProfit in South_Sales data table.
• WestProfit in West_Sales data table.

Note − You cannot define more than one calculated field


with a given name.

Click on the Power PivotTable. You can see that the


calculated fields appear in the tables.
• Select the fields − EastProfit, NorthProfit,
SouthProfit and WestProfit from the tables in the
PivotTable Fields list.
• Arrange the fields such that the Gross Profit and
Percentage Profit appear together. The Power
PivotTable looks as follows −

Note − The Calculate Fields were called Measures in


earlier versions of Excel.

Excel Power Pivot -


Exploring Data
In the previous chapter, you have learnt how to create a
Power PivotTable from a normal set of data tables. In this
chapter, you will learn how you can explore data with Power
PivotTable, when the data tables contain thousands of rows.

For a better understanding, we will import the data from an


access database, which you know is a relational database.
LOADING DATA FROM ACCESS DATABASE
To load data from the Access database, follow the given
steps −

• Open a new blank workbook in Excel.


• Click Manage in the Data Model group.
• Click the POWERPIVOT tab on the Ribbon.

The Power Pivot window appears.

• Click the Home tab in the Power Pivot window.


• Click From Database in the Get External Data
group.
• Select From Access from the dropdown list.

The Table Import Wizard appears.


• Provide Friendly connection name.
• Browse to the Access database file, Events.accdb,
the Events database file.
• Click on the Next > button.

The Table Import wizard displays options for choosing


how to import data.

Click Select from a list of tables and views to choose the


data to import and click Next.
The Table Import Wizard displays all the tables in the
Access database that you have selected. Check all the boxes
to select all the tables and click Finish.
The Table Import Wizard displays – Importing and shows
the status of the import. This may take a few minutes and
you can stop the import by clicking the Stop Import button.

Once the data import is complete, Table Import Wizard


displays – Success and shows the results of the import.
Click Close.
Power Pivot displays all the imported tables in different tabs
in Data View.
Click on the Diagram View.
You can observe that a relationship exists between the tables
– Disciplines and Medals. This is because, when you
import data from a relational database such as Access, the
relationships that exist in the database also are imported to
the Data Model in Power Pivot.

CREATING A PIVOTTABLE FROM THE DATA


MODEL
Create a PivotTable with the tables that you have imported
in the previous section as follows −

• Click PivotTable on the Ribbon.


• Select PivotTable from the drop down list.
• Select New Worksheet in the Create PivotTable
dialog box that appears and click OK.
An empty PivotTable is created in a new worksheet in the
Excel window.

All the imported tables that are a part of Power Pivot Data
Model appear in the PivotTable Fields list.
• Drag the NOC_CountryRegion field in the Medals
table to the COLUMNS area.
• Drag Discipline from the Disciplines table to the
ROWS area.
• Filter Discipline to display only five sports: Archery,
Diving, Fencing, Figure Skating, and Speed Skating.
This can be done either in PivotTable Fields area, or
from the Row Labels filter in the PivotTable itself.
• Drag Medal from the Medals table to the VALUES
area.
• Select Medal from the Medals table again and drag it
into the FILTERS area.

The PivotTable is populated with the added fields and in the


chosen layout from the areas.

EXPLORING DATA WITH PIVOTTABLE


You might want to display only those values with Medal
Count > 80. To perform this, follow the given steps −

• Click the arrow to the right of Column Labels.


• Select Value Filters from the dropdown list.
• Select Greater Than…. from the second dropdown
list.
• Click OK.

The Value Filter dialog box appears. Type 80 in the right-


most box and click OK.

The PivotTable displays only those regions with total


number of medals more than 80.
You could arrive at the specific report that you wanted from
the different tables in just few steps. This became possible
because of the pre-existing relationships among the tables in
the Access database. As you imported all the tables from the
database together at the same time, Power Pivot recreated
the relationships in its Data Model.

SUMMARIZING DATA FROM DIFFERENT


SOURCES IN POWER PIVOT
If you get the data tables from different sources or if you do
not import the tables from a database at the same time, or if
you create new Excel tables in your workbook and add them
to the Data Model, you have to create the relationships
among the tables that you want to use for your analysis and
summarization in the PivotTable.

• Create a new worksheet in the workbook.


• Create an Excel table – Sports.
Add Sports table to Data Model.
Create a relationship between the tables Disciplines and
Sports with the field SportID.

Add the field Sport to the PivotTable.


Shuffle the fields - Discipline and Sport in the ROWS area.

EXTENDING DATA EXPLORATION


You can get the table Events also into further data
exploration.

Create a relationship between the tables-


Events and Medals with the field DisciplineEvent.
Add a table Hosts to the workbook and Data Model.

EXTENDING THE DATA MODEL USING


CALCULATED COLUMNS
To connect Hosts table to any of the other tables, it should
have a field with values that uniquely identify each row in
the Hosts table. As no such field exists in the Host table, you
can create a calculated column in the Hosts table so that it
contains unique values.

• Go to the Hosts table in Data View of the


PowerPivot window.
• Click the Design tab on the Ribbon.
• Click Add.

The right-most column with the header Add Column is


highlighted.

• Type the following DAX formula in the formula bar


= CONCATENATE ([Edition], [Season])
• Press Enter.

A new column is created with the


header CalculatedColumn1 and the column is filled by the
values resulting from the above DAX formula.

Right-click on the new column and select Rename Column


from the dropdown list.
Type EditionID in the header of the new column.
As you can see, the column EditionID has unique values in
the Hosts table.

CREATING A RELATIONSHIP USING


CALCULATED COLUMNS
If you have to create a relationship between the Hosts table
and the Medals table, the column EditionID should exist in
the Medals table also. Create a calculated column in Medals
table as follows −

• Click on the Medals table in the Data View of Power


Pivot.
• Click the Design tab on the Ribbon.
• Click Add.

Type the DAX formula in the formula bar = YEAR


([EDITION]) and press Enter.

Rename the new column that is created as Year and


click Add.
• Type the following DAX formula in the formula bar
= CONCATENATE ([Year], [Season])
• Rename the new column that is created
as EditionID.

As you can observe, the EditionID column in the Medals


table has identical values as the EditionID column in the
Hosts table. Therefore, you can create a relationship
between the tables – Medals and Sports with the EditionID
field.

• Switch to the diagram view in PowerPivot window.


• Create a relationship between the tables- Medals and
Hosts with the field that is obtained from the
calculated column i.e. EditionID.
Now you can add fields from Hosts table to Power
PivotTable.

Excel Power Pivot -


Flattened
When the data has many levels, sometimes it becomes
cumbersome to read the PivotTable report.

For example, consider the following Data Model.


We will create a Power PivotTable and a Power Flattened
PivotTable to get an understanding of the layouts.

CREATING A PIVOTTABLE
You can create a Power PivotTable as follows −

• Click the Home tab on the Ribbon in the PowerPivot


window.
• Click PivotTable.
• Select PivotTable from the dropdown list.
An empty PivotTable will be created.

• Drag the fields − Salesperson, Region and Product


from the PivotTable Fields list to the ROWS area.
• Drag the field − TotalSalesAmount from the Tables
− East, North, South and West to the ∑ VALUES
area.
As you can see, it is a bit cumbersome read such a report. If
the number of entries becomes more, the more difficult it
will be.

Power Pivot provides a solution for a better representation


of data with Flattened PivotTable.

CREATING A FLATTENED PIVOTTABLE


You can create a Power Flattened PivotTable as follows −

• Click the Home tab on the Ribbon in the PowerPivot


window.
• Click PivotTable.
• Select Flattened PivotTable from the dropdown list.

Create Flattened PivotTable dialog box appears. Select


New Worksheet and click OK.
As you can observe the data is flattened out in this
PivotTable.

Note − In this case Salesperson, Region and Product are in


ROWS area only as in the previous case. However, in the
PivotTable layout, these three fields are appearing as three
columns.

EXPLORING DATA IN FLATTENED


PIVOTTABLE
Suppose you want to summarize the sales data for the
product − Air Conditioner. You can do it in a simple way
with the Flattened PivotTable as follows −

• Click the arrow next to the column header − Product.


• Check the box Air Conditioner and uncheck the
other boxes. Click OK.

The Flattened PivotTable is filtered to the Air Conditioner


sales data.

You can make it look more flattened by dragging


∑ VALUES to ROWS area from the COLUMNS area.

Rename the custom names of the summation values in the


∑ VALUES area to make them more meaningful as follows

• Click on a summation value, say, Sum of


TotalSalesAmount for East.
• Select Value Field Settings from the dropdown list.
• Change the Custom Name to East
TotalSalesAmount.
• Repeat the steps for the other three summation
values.
You can also summarize the number of units sold.

• Drag No. of Units to the ∑ VALUES area from each


of the tables − East_Sales, North_Sales, South_Sales
and West_Sales.
• Rename the values to East Total No. of Units, North
Total No. of Units, South Total No. of Units and
West Total No. of Units respectively.

As you can observe, in both of the above tables, there are


rows with empty values, as each salesperson represents a
single region and each region is represented only by a single
salesperson.

• Select the rows with empty values.


• Right click and click on Hide in the dropdown list.

All the rows with empty values will be hidden.

As you can observe, though the rows with empty values are
not displayed, the information on the Salesperson also got
hidden.

• Click on the column header − Salesperson.


• Click the ANALYZE tab on the Ribbon.
• Click Field Settings. The Field Settings dialog box
appears.
• Click the Layout & Print tab.
• Check the box - Repeat Item Labels.
• Click OK.
As you can observe, the Salesperson information is
displayed and the rows with empty values are hidden.
Further, the column Region in the report is redundant, as the
values in the Values column are self-explanatory.

Drag the field Regions out of Area.


Reverse the order of the fields − Salesperson and Product in
the ROWS area.

You have arrived at a concise report combining data from


six tables in the Power Pivot.

Excel Power Pivot Charts -


Creation
A PivotChart based on Data Model and created from the
Power Pivot window is a Power PivotChart. Though it has
some features similar to Excel PivotChart, there are other
features that make it more powerful.

In this chapter, you will learn about Power PivotCharts.


Henceforth we refer to them as PivotCharts, for simplicity.

CREATING A PIVOTCHART
Suppose you want to create a PivotChart based on the
following Data Model.

• Click the Home tab on the Ribbon in Power Pivot


window.
• Click PivotTable.
• Select PivotChart from the dropdown list.
The Create PivotChart dialog box appears. Select New
Worksheet and click OK.

An empty PivotChart is created on a new worksheet in the


Excel window.
As you can observe, all the tables in the data model are
displayed in the PivotChart Fields list.

• Click on the Salesperson table in the PivotChart


Fields list.
• Drag the fields − Salesperson and Region to AXIS
area.

Two field buttons for the two selected fields appear on the
PivotChart. These are the Axis field buttons. The use of
field buttons is to filter data that is displayed on the
PivotChart.
Drag TotalSalesAmount from each of the four tables–
East_Sales, North_Sales, South_Sales and West_Sales to ∑
VALUES area.

The following appear on the worksheet −


• In the PivotChart, column chart is displayed by
default.
• In the LEGEND area, ∑ VALUES are added.
• The Values appear in the Legend in the PivotChart,
with title Values.
• The Value Field Buttons appear on the PivotChart.
You can remove the legend and the value field
buttons for a tidier look of the PivotChart.
• Click on the button at the top right corner of the
PivotChart. The Chart Elements dropdown list
appears.

Uncheck the box Legend in the Chart Elements list. The


Legend is removed from the PivotChart.
• Right click on the value field buttons.
• Select Hide Value Field Buttons on Chart from the
dropdown list.
The value field buttons on the chart are removed.

Note − The display of field buttons and/or legend depends


on the context of the PivotChart. You need to decide what is
required to be displayed.

PIVOTCHART FIELDS LIST


As in the case of Power PivotTable, Power PivotChart
Fields list also contains two tabs – ACTIVE and ALL.
Under the ALL tab, all the data tables in the Power Pivot
Data Model are displayed. Under the ACTIVE tab, the
tables from which the fields are added to PivotChart are
displayed.
Likewise, the areas are as in the case of Excel PivotChart.
There four areas are −

• AXIS (Categories)
• LEGEND (Series)
• ∑ VALUES
• FILTERS

As you have seen in the previous section, Legend is


populated with ∑ Values. Further, field buttons are added to
the PivotChart for the ease of filtering the data that is being
displayed.

FILTERS IN PIVOTCHART
You can use the Axis field buttons on the chart to filter the
data being displayed. Click on the arrow on the Axis field
button – Region.

The dropdown list that appears looks as follows −


You can select the values that you want to display.
Alternatively, you can place the field in FILTERS area for
filtering the values.

Drag the field Region to FILTERS area. The Report Filter


button - Region appears on the PivotChart.
Click on the arrow on the Report Filter button − Region.
The dropdown list that appears looks as follows −

You can select the values that you want to display.

SLICERS IN PIVOTCHART
Using Slicers is another option to filter data in the Power
PivotChart.

• Click the ANALYZE tab under PIVOTCHART


tools on the Ribbon.
• Click Insert Slicer in the Filter group. The Insert
Slicer dialog box appears.
All the tables and the corresponding fields appear in the
Insert Slicer dialog box.

Click the field Region in Salesperson table in the Insert


Slicer dialog box.
Slicer for the field Region appears on the worksheet.
As you can observe, the Region field still exists as an Axis
field. You can select the values that you want to display by
clicking on the Slicer buttons.

Remember that you are able to do all these in a few minutes


and also dynamically because of the Power Pivot Data
Model and defined relationships.

PIVOTCHART TOOLS
In Power PivotChart, the PIVOTCHART TOOLS has three
tabs on the Ribbon as against two tabs in Excel PivotChart −

• ANALYZE
• DESIGN
• FORMAT

The third tab − FORMAT is the additional tab in Power


PivotChart.
Click the FORMAT tab on the Ribbon.

The options on the Ribbon under FORMAT tab are all for
adding splendor to your PivotChart. You can use these
options judiciously, without getting over bored.

Table and Chart


Combinations
Power Pivot provides you with different combinations of
Power PivotTable and Power PivotChart for data
exploration, visualization, and reporting. You have learnt
the PivotTables and PivotCharts in the previous chapters.

In this chapter, you will learn how to create the Table and
Chart combinations from within the Power Pivot window.
Consider the following Data Model in Power Pivot that we
will use for illustrations −

CHART AND TABLE (HORIZONTAL)


With this option, you can create a Power PivotChart and a
Power PivotTable, one next another horizontally in the same
worksheet.

• Click the Home tab in Power Pivot window.


• Click PivotTable.
• Select Chart and Table (Horizontal) from the
dropdown list.
Create PivotChart and PivotTable (Horizontal) dialog box
appears. Select New Worksheet and click OK.

An empty PivotChart and an empty PivotTable appear on a


new worksheet.
• Click on the PivotChart.
• Drag NOC_CountryRegion from Medals table to
the AXIS area.
• Drag Medal from Medals table to the ∑ VALUES
area.
• Right click on the Chart and select Change Chart
Type from the dropdown list.
• Select Area Chart.
• Change the Chart Title to Total No. of Medals −
Country Wise.

As you can see, USA has the highest number of Medals (>
4500).
• Click on the PivotTable.
• Drag Sport from the Sports table to the ROWS area.
• Drag Medal from the Medals table to the ∑
VALUES area.
• Drag NOC_CountryRegion from Medals table to
FILTERS area.
• Filter the NOC_CountryRegion field to the value
USA.

Change the PivotTable Report Layout to Outline Form.

• Deselect Sport from the Sports table.


• Drag Gender from the Medals table to the ROWS
area.

CHART AND TABLE (VERTICAL)


With this option, you can create a Power PivotChart and a
Power PivotTable, one below another vertically in the same
worksheet.

• Click the Home tab in Power Pivot window.


• Click PivotTable.
• Select Chart and Table (Vertical) from the dropdown
list.
The Create PivotChart and PivotTable (Vertical) dialog
box appears. Select New Worksheet and click OK.

An empty PivotChart and an empty PivotTable appear


vertically on a new worksheet.

• Click on the PivotChart.


• Drag Year from the Medals table to AXIS area.
• Drag Medal from the Medals table to ∑ VALUES
area.
• Right click on the Chart and select Change Chart
Type from the dropdown list.
• Select Line Chart.
• Check the box Data Labels in the Chart Elements.
• Change the Chart Title to Total No. of Medals –
Year Wise.

As you can observe, year 2008 has the highest number of


Medals (2450).

• Click on the PivotTable.


• Drag Sport from the Sports table to the ROWS area.
• Drag Gender from the Medals table to the ROWS
area.
• Drag Medal from the Medals table to the ∑
VALUES area.
• Drag Year from the Medals table to the FILTERS
area.
• Filter the Year field to the value 2008.
• Change the Report Layout of PivotTable to Outline
Form.
• Filter the field Sport with Value Filters to Greater
than or equal to 80.
Excel Power Pivot -
Hierarchies
A hierarchy in Data Model is a list of nested columns in a
data table that are considered as a single item when used in a
Power PivotTable. For example, if you have the columns −
Country, State, City in a data table, a hierarchy can be
defined to combine the three columns into one field.

In the Power PivotTable Fields list, the hierarchy appears as


one field. So, you can add just one field to the PivotTable,
instead of the three fields in the hierarchy. Further, it
enables you to move up or down the nested levels in a
meaningful way.

Consider the following Data Model for illustrations in this


chapter.
CREATING A HIERARCHY
You can create Hierarchies in the diagram view of the Data
Model. Note that you can create a hierarchy based on a
single data table only.

• Click on the columns − Sport, DisciplineID and


Event in the data table Medal in that order.
Remember that the order is important to create a
meaningful hierarchy.
• Right-click on the selection.
• Select Create Hierarchy from the dropdown list.
The hierarchy field with the three selected fields as the child
levels gets created.

RENAMING A HIERARCHY
To rename the hierarchy field, do the following −

• Right click on Hierarchy1.


• Select Rename from the dropdown list.
Type EventHierarchy.

CREATING A PIVOTTABLE WITH A


HIERARCHY IN DATA MODEL
You can create a Power PivotTable using the hierarchy that
you created in the Data Model.
• Click the PivotTable tab on the Ribbon in the Power
Pivot window.
• Click PivotTable on the Ribbon.

The Create PivotTable dialog box appears. Select New


Worksheet and click OK.

An empty PivotTable is created in a new worksheet.


In the PivotTable Fields list, EventHierarchy appears as a
field in Medals table. The other fields in the Medals table
are collapsed and shown as More Fields.

• Click on the arrow in front of EventHierarchy.


• Click on the arrow in front of More Fields.

The fields under EventHierarchy will be displayed. All the


fields in the Medals table will be displayed under More
Fields.
As you can observe, the three fields that you added to the
hierarchy also appear under More Fields with check boxes.
If you do not want them to appear in the PivotTable Fields
list under More Fields, you have to hide the columns in the
data table – Medals in data view in Power Pivot Window.
You can always unhide them whenever you want.

Add fields to the PivotTable as follows −

• Drag EventHierarchy to ROWS area.


• Drag Medal to ∑ VALUES area.

The values of Sport field appear in the PivotTable with a +


sign in front of them. The medal count for each sport is
displayed.

• Click on the + sign before Aquatics. The


DisciplineID field values under Aquatics will be
displayed.
• Click on the child D22 that appears. The Event field
values under D22 will be displayed.

As you can observe, medal count is given for the Events,


that get summed up at the parent level − DisciplineID, that
get further summed up at the parent level − Sport.

CREATING A HIERARCHY BASED ON


MULTIPLE TABLES
Suppose you want to display the Disciplines in the
PivotTable rather than DisciplineIDs to make it a more
readable and understandable summarization. In order to do
this, you need to have the field Discipline in Medals table
that as you know is not. Discipline field is in Disciplines
data table, but you cannot create a hierarchy with fields from
more than one table. But, there is a way to obtain the
required field from the other table.

As you are aware, the tables − Medals and Disciplines are


related. You can add the field Discipline from Disciplines
table to the Medals table, by creating a column using the
relationship with DAX.

• Click data view in Power Pivot window.


• Click the Design tab on the Ribbon.
• Click Add.

The column − Add Column on the right side of the table is


highlighted.

Type = RELATED (Disciplines [Discipline]) in the


formula bar. A new column − CalculatedColumn1 is
created with the values as Discipline field values in the
Disciplines table.

Rename the new column thus obtained in the Medals table


as Discipline. Next, you have to remove DisciplineID from
the Hierarchy and add Discipline, which you will learn in
the following sections.

REMOVING A CHILD LEVEL FROM A


HIERARCHY
As you can observe, the hierarchy is visible in the diagram
view only, and not in the data view. Hence, you can edit a
hierarchy in the diagram view only.

• Click on the diagram view in the Power Pivot


window.
• Right click DisciplineID in EventHierarchy.
• Select Remove from Hierarchy from the dropdown
list.

The Confirm dialog box appears. Click Remove from


Hierarchy.
The field DisciplineID gets deleted from the hierarchy.
Remember that you have removed the field from hierarchy,
but the source field still exists in the data table.

Next, you need to add Discipline field to EventHierarchy.

ADDING A CHILD LEVEL TO A HIERARCHY


You can add the field Discipline to the existing hierarchy -
EventHierarchy as follows −

• Click on the field in Medals table.


• Drag it to the Events field below in the
EventHierarchy.
The Discipline field gets added to EventHierarchy.

As you can observe, the order of the fields in


EventHierarchy is Sport–Event–Discipline. But, as you are
aware it has to be Sport–Discipline-Event. Hence, you need
to change the order of the fields.

CHANGING THE ORDER OF A CHILD LEVEL IN


A HIERARCHY
To move the field Discipline to the position after the field
Sport, do the following −

• Right click on the field Discipline in


EventHierarchy.
• Select Move Up from the dropdown list.

The order of the fields changes to Sport-Discipline-Event.

PIVOTTABLE WITH CHANGES IN HIERARCHY


To view the changes that you made in EventHierarchy in the
PivotTable, you need not create a new PivotTable. You can
view them in the existing PivotTable itself.

Click on the worksheet with the PivotTable in Excel


window.

As you can observe, in the PivotTable Fields list, the child


levels in the EventHierarchy reflect the changes you made in
the Hierarchy in Data Model. The same changes also get
reflected in the PivotTable accordingly.

Click the + sign in front of Aquatics in the PivotTable. The


child levels appear as values of the field Discipline.
HIDING AND SHOWING HIERARCHIES
You can choose to hide the Hierarchies and show them
whenever you want.

• Uncheck the box Hierarchies in the top menu of


diagram view to hide the hierarchies.
• Check the box Hierarchies to show the hierarchies.
CREATING A HIERARCHY IN OTHER WAYS
In addition to the way you created hierarchy in the previous
sections, you can create a hierarchy in another two ways.

1. Click the Create Hierarchy button on the top right corner


of the Medals data table in diagram view.
A new hierarchy gets created in the table without any fields
in it.

Drag the fields Year and Season, in that order to the new
hierarchy. The hierarchy shows the child levels.

2. Another way of creating the same hierarchy is as follows



• Right click on the field Year in the Medals data table
in diagram view.
• Select Create Hierarchy from the dropdown list.

A new hierarchy is created in table with Year as a child


field.

Drag the field season to the hierarchy. The hierarchy shows


the child levels.
DELETING A HIERARCHY
You can delete a hierarchy from the Data Model as follows

• Right click on the hierarchy.


• Select Delete from the dropdown list.

The Confirm dialog box appears. Click Delete from


Model.
The hierarchy gets deleted.

CALCULATIONS USING HIERARCHY


You can create calculations using a hierarchy. In the
EventsHierarchy, you can display the number of medals at a
child level as a percentage of the number of medals at its
parent level as follows −

• Right click on a Count of Medal value of an Event.


• Select Value Field Settings from the dropdown list.
Value Field Settings dialog box appears.

• Click the Show Values As tab.


• Select % of Parent Row Total from the list and click
OK.
The child levels are displayed as the percentage of the
Parent Totals. You can verify this by summing up the
percentage values of the child level of a parent. The sum
would be 100%.
DRILLING UP AND DRILLING DOWN A
HIERARCHY
You can quickly drill up and drill down across the levels in
a hierarchy using Quick Explore tool.

• Click on a value of Event field in the PivotTable.


• Click the Quick Explore tool - that appears at
the bottom right corner of the cell containing the
selected value.
The Explore box with Drill Up option appears. This is
because from Event you can only drill up as there are no
child levels under it.

Click Drill Up.

PivotTable data is drilled up to Discipline.


Click on the Quick Explore tool - that appears at the
bottom right corner of the cell containing a value.

Explore box appears with Drill Up and Drill Down options


displayed. This is because from Discipline you can drill up
to Sport or drill down to Event.
This way you can quickly move up and down the hierarchy.

Excel Power Pivot -


Aesthetic Reports
You can create aesthetic reports of your data analysis with
Power Pivot Data that is in Data Model.

The important features are −

• You can use PivotCharts to produce visual reports of


your data. You can use Report Layouts to structure
your PivotTables to make them easily readable.
• You can insert Slicers for filtering data in the report.
• You can use a common Slicer for both the
PivotChart and the PivotTable that are in the same
report.
• Once your final report is ready, you can choose to
hide the Slicers form the display.
You will learn how to get reports with the options that are
available in Power Pivot in this chapter.

Consider the following Data Model for illustrations in this


chapter.

REPORTS BASED ON POWER PIVOTCHART


Create a Power PivotChart as follows −

• Click the Home tab on the Ribbon in PowerPivot


window.
• Click PivotTable.
• Select PivotChart from the dropdown list.
• Click New Worksheet in the Create PivotChart
dialog box.

An empty PivotChart is created in a new worksheet in Excel


window.

• Drag Sport from Medals table to Axis area.


• Drag Medal from Medals Table to ∑ VALUES area.
• Click the ANALYZE tab in PIVOTTABLE TOOLS
on the Ribbon.
• Click Insert Slicer in the Filter Group. The Inset
Slicers dialog box appears.
• Click the field NOC_CountryRegion in the Medals
table.
• Click OK.

The Slicer NOC_CountryRegion appears.

• Select USA.
• Drag Gender from Medals table to GENDER area.

• Right click on the PivotChart.


• Select Change Chart Type from the dropdown list.

The Change Chart Type dialog box appears.

Click on Stacked Column.


• Insert Slicer for Sport field.
• Drag Discipline from Disciplines table to AXIS area.
• Remove the field Sport from AXIS area.
• Select Aquatics in the Slicer – Sport.
REPORT LAYOUT
Create PivotTable as follows −

• Click on Home tab on the Ribbon in PowerPivot


window.
• Click on PivotTable.
• Click on PivotTable in the dropdown list. The Create
PivotTable dialog box appears.
• Click on New Worksheet and click Ok. An empty
PivotTable gets created in a new worksheet.
• Drag NOC_CountryRegion from Medals table to
AXIS area.
• Drag Sport from Medals table to COLUMNS area.
• Drag Discipline from Disciplines table to
COLUMNS area.
• Drag Medal to ∑ VALUES area.

Click on the arrow button next to Column Labels and select


Aquatics.
• Click on the arrow button next to Row Labels.
• Select Value Filters from the dropdown list.
• Select Greater Than Or Equal To from the second
dropdown list.

Type 80 in the box next to Count of Medal is greater than or


equal to in the Value Filter dialog box.
• Click the DESIGN tab in PIVOTTABLE TOOLS on
the Ribbon.
• Click on Subtotals.
• Select Do Not Show Subtotals fromn the dropdown
list.
The Subtotals column – Aquatics Total gets removed.

Click Report Layout and select Show in Outline


Form from the dropdown list.
Check the box Banded Rows.

The field names appear in place of Row Labels and Column


Labels and the report looks self-explanatory.
USING A COMMON SLICER
Create a PivotChart and PivotTable next to each other.

• Click the Home tab on the Ribbon in PowerPivot


tab.
• Click PivotTable.
• Select Chart and Table (Horizontal) from the
dropdown list.
The Create PivotChart and PivotTable (Horizontal) dialog
box appears.

Select New Worksheet and click OK. An Empty PivotChart


and an empty PivotTable appear next to each other in a new
worksheet.

• Click PivotChart.
• Drag Discipline from Disciplines table to AXIS area.
• Drag Medal from Medals table to ∑ VALUES area.
• Click PivotTable.
• Drag Discipline from Disciplines table to ROWS
area.
• Drag Medal from Medals table to ∑ VALUES area.
• Click the ANALYZE tab in PIVOTTABLE TOOLS
on the Ribbon.
• Click Insert Slicer. The Insert Slicers dialog box
appears.
• Click on NOC_CountryRegion and Sport in Medals
table.
• Click OK.

Two Slicers – NOC_CountryRegion and Sport appear.


Arrange and size them to align properly next to the
PivotTable.
• Select USA in the NOC_CountryRegion Slicer.
• Select Aquatics in the Sport Slicer. The PivotTable is
filtered to the selected values.

As you can observe, the PivotChart is not filtered. To filter


PivotChart with the same filters, you need not insert Slicers
again for PivotChart. You can use the same Slicers that you
have used for the PivotTable.

• Click on NOC_CountryRegion Slicer.


• Click the OPTIONS tab in SLICER TOOLS on the
Ribbon.
• Click Report Connections in the Slicer group.
The Report Connections dialog box appears for the
NOC_CountryRegion Slicer.

You can see that all the PivotTables and PivotCharts in the
workbook are listed in the dialog box.

• Click on the PivotChart that is in the same worksheet


as the selected PivotTable and click OK.
• Repeat for Sport Slicer.
The PivotChart is also filtered to the values selected in the
two Slicers.

Next, you can add details to the PivotChart and PivotTable.

• Click the PivotChart.


• Drag Gender to LEGEND area.
• Right click on the PivotChart.
• Select Change Chart Type.
• Select Stacked Column in the Change Chart Type
dialog box.
• Click on the PivotTable.
• Drag Event to ROWS area.
• Click the DESIGN tab in PIVOTTABLE TOOLS on
the Ribbon.
• Click Report Layout.
• Select Outline Form from the dropdown list.

SELECTING OBJECTS FOR DISPLAY IN THE


REPORT
You can choose not to display the Slicers on the final
Report.

• Click the OPTIONS tab in SLICER TOOLS on the


Ribbon.
• Click Selection Pane in Arrange group. The
Selection Pane appears on the right side of the
window.
As you can observe, the symbol appears next to the
objects in the Selection Pane. This means those objects are
visible.

• Click on symbol next to NOC_CountryRegion.


• Click on symbol next to Sport.
The symbol is changed to for both.
This means the visibility for the two Slicers is off.

Close the Selection Pane.


You can see that the two Slicers are not visible in the
Report.
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