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Introduction | |
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"There's Row 20 Million" | |
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"The PivotTable Field List Has Fields from Both Tables" | |
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Now, I Love VLOOKUPs | |
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"How Much Will This Cost? Well, the Client Is Free" | |
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This Book Was Pitched Eight Hours Later | |
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There Could Be Five Titles for This Book | |
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WhoAreThose Other People in the Room? | |
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This Book Is For The Excel People | |
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How This Book Is Organized | |
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Conventions Used in This Book | |
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Text Conventions | |
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Special Elements | |
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Cross References | |
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Downloading and Installing PowerPivot | |
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System Requirements | |
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32 Bit or 64 Bit? | |
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Not Excel Starter Edition | |
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Not Excel Web Apps | |
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Installing PowerPivot | |
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The Many PowerPivot Tabs | |
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Ribbon Tabs in the PowerPivot Application | |
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Uninstalling PowerPivot | |
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Next Steps | |
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The Promise of PowerPivot | |
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Preparing Your Data for PowerPivot | |
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Getting Your Data into PowerPivot | |
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Decide on a Sequence for Importing | |
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Import a Text File | |
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Add Excel Data by Copying and Pasting | |
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Define Relationships | |
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Add Calculated Columns Using DAX | |
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Build a Pivot Table | |
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World-Class Data Compression | |
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Asymmetric Reporting with PowerPivot | |
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Next Steps | |
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Why Wouldn't I Build Every Future Pivot Table in PowerPivot? | |
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Great Reasons to Use PowerPivot | |
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Create One Pivot Table from Multiple Tables | |
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Use Massive Data Volumes | |
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Fit More Data into Memory | |
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Use Named Sets to Build Asymmetric Pivot Tables | |
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Join Four Pivot Tables Together Using a Single Set of Slicers | |
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PowerPivot Slicer AutoLayout Runs Circles Around Regular Excel Slicers | |
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PowerPivot Allows for Standalone Pivot Charts | |
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Convert Your PowerPivot Pivot Table to Formulas | |
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Measures Created by DAX Run Circles Around Calculated Fields | |
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The Downside of PowerPivot | |
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You Lose Undo | |
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PowerPivot Is Not Smart Enough to Sort Jan, Feb, Mar, Apr | |
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It's Hard to Change the Calculation in the Pivot Table | |
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You Cannot Create PowerPivot Pivot Tables with VBA | |
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You Cannot Edit a Single Cell in the PowerPivot Window | |
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GetPivotData Is Harder to Use with PowerPivot | |
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Show Items with No Data Is Grayed Out | |
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Calculated Fields and Calculated Items Are Grayed Out | |
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You Cannot Double-Click to Drill Through | |
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Grouping Does Not Work with PowerPivot | |
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Certain On-Worksheet Typing Adjustments Do Not Work in PowerPivot | |
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Greatest Pivot Table Trick of All Time: Show Pages Does Not Work | |
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Other Minor Annoyances | |
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Bottom Line | |
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Next Steps | |
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Getting Your Data into PowerPivot | |
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Getting Excel Data into PowerPivot | |
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Converting Your Data to a Table and Linking | |
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Add Excel Data by Copying and Pasting | |
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Adding Excel Data by Importing | |
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Importing Data from SQL Server | |
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Importing a Text File | |
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Importing from Atom Data Feeds | |
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Importing from Other Sources | |
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Next Steps | |
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Creating and Managing Relationships | |
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Trying to Autodetect Relationships | |
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Manually Defining a Relationship | |
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Calculating Between Tables | |
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Defining a Difficult Relationship | |
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Unwinding a Lookup Table | |
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Building a Concatenated Key Relationship | |
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Is This Harder Than a VLOOKUP? | |
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Questions About Relationships | |
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Next Steps | |
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Using Data Sheet View | |
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Working with Data in the PowerPivot Window | |
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Applying Numeric Formatting | |
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Sorting Data in the PowerPivot Window | |
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Filtering in the PowerPivot Window | |
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Rearranging Columns | |
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Hiding Columns at Two Levels | |
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Using PowerPivot Undo and Redo | |
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Deleting Columns | |
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Using the Context Menu | |
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Adding New Columns Using DAX Formulas | |
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Operators in the DAX Language | |
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Building Formulas in the PowerPivot Grid | |
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DAX Function Reference | |
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Date and Time Functions | |
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Using YEARFRAC to Calculate Elapsed Time | |
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Using TIMEVALUE to Convert Text Times to Real Times | |
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Examples of Math and Trigonometry Functions | |
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Examples of Text Functions | |
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Examples of Text Functions | |
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Examples of Logical Functions | |
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Examples of Information Functions | |
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Grabbing Values from a Related Table | |
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Using One Value from a Related Table | |
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Getting Multiple Values from a Related Table | |
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Filtering Multiple Values from a Related Table | |
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Using the Recursive Functions | |
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Using Other Functions | |
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Next Steps | |
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Building Pivot Tables | |
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Elements of a Pivot Table | |
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Arranging Field Headings to Build a Report | |
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Using the PowerPivot Field List to Create Reports | |
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Building a Pivot Table | |
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A Look at the Underlying Data | |
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Defining the Pivot Table | |
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Using the Report Filter | |
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Report Filters Versus Slicers | |
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Explanation of Column B | |
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Returning the Column Labels to Sanity | |
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New Trick with Column Labels | |
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Is There a Way to Permanently Sack the Compact Layout? | |
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Two Important Rules with Pivot Tables | |
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Pivot Tables Do Not Recalculate When Underlying Data Changes | |
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You Cannot Move or Change Part of a Pivot Table | |
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Working with Pivot Charts | |
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Behind the Scenes with PowerPivot Field List and Add-In | |
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Next Steps | |
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Cool Tricks Native to Pivot Tables | |
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Applying Sorting Rules to Pivot Tables | |
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Presenting Customers with the Largest Sales at the Top | |
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Adding a Custom List to Control Sort Order | |
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Showing the Top Five Customers | |
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Notes About the Top 10 Filter | |
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Changing the Calculation in the Pivot Table | |
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Easiest Way to Force a Count | |
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Using Sum, Count, Min, Max, or Average | |
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Changing the Show Values as Drop-Down | |
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Base Fields and Base Items | |
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Pivot Table Formatting | |
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Change the Numeric Formatting for a Field | |
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Formatting Changes on the Design Tab | |
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Not Enough Styles? Multiply by 20 | |
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Applying Data Visualizations and Sparklines | |
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Next Steps | |
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Cool Tricks New with PowerPivot | |
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Building a Report with Two Pivot Charts | |
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Chart Formatting Changes | |
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Adding Slicers and Understanding Slicer AutoLayout | |
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Cannot Directly Change the Size of Slicers | |
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Controlling the Size of the Bounding Rectangle | |
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Strategy for Dealing with AutoLayout of Slicers | |
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Adding a Pivot Chart to an Existing Layout | |
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Hooking the New Pivot Chart Up to the Existing Slicers | |
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Moving the Pivot Table to a Back Worksheet | |
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Adding a Pivot Table to an Existing Layout | |
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Can the PowerPivot Layout Be Skipped Entirely? | |
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Next Steps | |
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Using DAX for Aggregate Functions | |
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DAX Measures Are Calculated Fields for the Values Area of a Pivot Table | |
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Five of the Six Pivot Table Drop Zones Are Filter Fields! | |
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DAX Measures Respect the Home Table Filters | |
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Generate a Count Distinct | |
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Using the DISTINCT Function | |
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Using COUNTROWS as a Wrapper Function | |
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Entering a DAX Measure | |
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DAX Measures Are Calculated Only on Demand | |
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DAX Measures Can Reference Other DAX Measures | |
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Using Other DAX Functions That Respect Filters | |
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Denominators Frequently Need to Ignore the Filters | |
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DAX Calculate Function Is Like the Excel SUMIFS Function | |
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In DAX, a Filter Might Give You More Rows Than You Started With! | |
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ALL Function Says to Ignore All Existing Filters | |
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CALCULATE Is So Powerful, There Is a Shortcut | |
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Using the FILTER Function | |
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The Double Negative of AllExcept | |
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Other DAX Functions | |
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Next Steps | |
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Using DAX for Date Magic | |
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Using Time Intelligence Functions | |
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Fiscal Quarters and Calendar Quarters | |
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Using Period-to-Date Calculations | |
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Comparing Today's Sales to Yesterday | |
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Comparing Today's Sales to One Year Ago | |
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Reporting Sales for the Full Month | |
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Calculating Sales for the Previous or Next Month, Quarter, Year | |
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Sales for the Last 30 Days | |
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Using Date Functions for Data Reported at a Monthly Level | |
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Use Care with ParallelPeriod | |
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Opening and Closing Balances | |
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Skip the CALCULATE Function in Three Cases | |
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Next Steps | |
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Named Sets, GetPivotData, and Cube Formulas | |
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Defining Territories with Named Sets | |
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Correcting the Grand Total Row in Named Sets | |
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Using Named Sets for Asymmetric Reporting | |
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Preserving Report Formatting Using GetPivotData | |
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Producing a Perfectly Formatted Shell Report | |
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Evaluating the Formula Built by Excel | |
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Converting Live Pivot Table to Cube Formulas | |
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Customizing the Formatted Report | |
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Next Steps | |
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Final Formatting: Making the Report Not Look Like Excel | |
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Charts Should Have Less Ink, More Information | |
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Component Charts Make Great Pie Charts | |
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Time Series Charts Should Be Columns or Lines | |
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Category Charts Make Great Bar Charts | |
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Use Descriptive Titles | |
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Single-Series Column and Bar Charts Do Not Need Legends! | |
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Reduce the Number of Zeros on the Values Axis | |
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Slicers Make the On-Chart Controls Obsolete | |
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Replace Pie Chart Legends with Labels | |
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Gridlines, Tick Marks, Axis, and Column Widths | |
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Trying to Tame the Slicers | |
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Change the Slicer Color | |
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Remove Excel Interface Elements | |
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Hide the Gridlines | |
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Hide Other Interface Elements | |
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Hide the PowerPivot Field List | |
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Making a Report Look Like a Dashboard | |
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Change the Background Color | |
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Contrast Color and Title in Row 1 | |
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Minimize the Ribbon | |
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Micro-Adjust the Zoom Slider | |
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Add a Row of Color at the Bottom of the Dashboard | |
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Hide the Cell Pointer Behind a Slicer | |
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Adding a Picture as a Top Banner | |
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Next Steps | |
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Upgrading to PowerPivot Server | |
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Requirements to Run the Server Version of PowerPivot | |
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Benefits of the PowerPivot Server | |
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How the Report Looks in the Server | |
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The Report Gallery Is Slick | |
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Why the IT Department Will Embrace PowerPivot | |
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Mistakes to Avoid When Publishing Reports to SharePoint | |
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Always Add Interactivity | |
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Always Select Cell A1 Before Saving a Workbook | |
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Pictures Will Not Render on the Server | |
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Hide All but the Main Worksheet | |
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Whatever Is Not Hidden in Excel Shows Up in SharePoint | |
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Next Steps | |
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More Resources | |
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TOC, 9780789743152, 5/14/10 | |