Getting Started with Power Pivot – Data Modeling in Excel

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Powerpivot is an excel add-in enabling data modeling and analysis in familiar Excel environment which is certainly an advantage.

Import big amounts of data through Power Query and connect them to each other using PowerPivot

One of the upsides of power pivot is possibility to connect multiple data sources into one excel. It even do not need to be sources of same type. You have choice of multiple data sources:

  1. Relation databases (Server, Access, Oracle, Azure, Teradata and more)
  2. Multidimensional sources (Microsoft Analysis services)
  3. Data channels (Reporting services, information channels)
  4. Files (Excel, txt)

Individual sources can be connected to each other and in case you are not satisfied with current data structure you can edit it via power query.

Put data into context by creating data model

  1. Put your data into context by creating relations between them. If you want to report your sales for example, you can add customer info, history of rates and chronological context.
  2. Create your own column with calculated values
  3. Create hierarchy (chronological, accountant etc.)

Created solution is only one-off. If you save excel and refresh it after a while, Powerpivot model will load data from source files and you will have everything up to date again. You do only one job at a time.

Screenshot below is for now in Czech, sorry. I’ll fix it soon

PowerPivot model

Final Power Pivot report – breathe life into the data

Present data and created context in pivot tables graphs in a way you are used to. No need to control complicated business intelligence tools.

Screenshot below is for now in Czech, sorry. I’ll fix it soon

Rozvaha

You can use this tool to work with data in a way previously possible only with specialized database SW. Its upsides will shine even brighter in combination with excel functionalities, especially Power Query (fast and repeated data transformation without any formulas) and PowerView (data visualization via interactive report).

My name is Jan Zedníček and I work as a BI Developer at Kentico Software in Brno. Mostly you can see me there working in the office, but I also work partly as a freelancer. I have been working as a freelancer for many companies for more than 5 years, but Kentico is the matter of my heart. I used to work as a financial controller at companies like Aero Vodochody or Sberbank and I also used to be a bond program manager in Unicapital Investment group. When I am not at work, I like playing volleyball, chess, doing a workout in the gym and I enjoy tasting of best quality rums. I am trying to summarize all my knowledge on this website not to forget them (because of the rum effect, you know =) and to put them forward to anyone. Don´t worry about asking for help or writing some comments.

Category: Excel tutorials Power Pivot

About Ing. Jan Zedníček - BI Developer, Finance controller

My name is Jan Zedníček and I work as a BI Developer at Kentico Software in Brno. Mostly you can see me there working in the office, but I also work partly as a freelancer. I have been working as a freelancer for many companies for more than 5 years, but Kentico is the matter of my heart. I used to work as a financial controller at companies like Aero Vodochody or Sberbank and I also used to be a bond program manager in Unicapital Investment group. When I am not at work, I like playing volleyball, chess, doing a workout in the gym and I enjoy tasting of best quality rums. I am trying to summarize all my knowledge on this website not to forget them (because of the rum effect, you know =) and to put them forward to anyone. Don´t worry about asking for help or writing some comments.

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