PowerPivot for the Data Analyst Microsoft Excel 2010

ISBN-10: 0789743159

ISBN-13: 9780789743152

Edition: 2011

Authors: Bill Jelen

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Book details

List price: $21.99
Copyright year: 2011
Publisher: Pearson Education, Limited
Publication date: 6/3/2010
Binding: Paperback
Pages: 336
Size: 7.00" wide x 9.25" long x 0.75" tall
Weight: 1.188
Language: English

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