David Dye
Introduction Introduction to PowerPivot Working With PowerPivot
David Dye
Free add in for Excel Extends Excel capabilities Allows business analysts to create self-service analytics solutions UtilizesVertiPaq technology ◦ PowerPivot 2010 uses VertiPaq ◦ PowerPivot 2013 uses xVelocity Next generation of the VertiPaq engineVertiPaq ◦ VERY fast as it is in-memory technology If you don’t have enough memory for the project it won’t open Consider 64Bit ◦ Provides native compression Embedded Analysis database
PowerPivot is client side technology ◦ Requires users to have sufficient horsepower and resources on their laptop REMEMBER PowerPivot is in memory SSAS – SQL Server Analysis Services is server side technology ◦ More resources are generally available at the server Multidimensional mode ◦ Have been available since SSAS was first introduced More complex to create support Tabular mode ◦ PowerPivot at the server ◦ Projects can be created in Excel or SSDT and deployed to an instance of SSAS in tabular data mode
PowerPivot ◦ In-memory MUCH faster ◦ 10x-15x data compression ◦ Multidimensional ◦ Supports KPI’s Hierarchies ◦ DAX Data analysis expression language Similar, but more powerful, than the Excel expressions ◦ Integrate multiple sources Excel SQL OData Multidimensional Excel ◦ Organize multiple sources in a relational way
Once installed the PowerPivot menu is available Unless created in PowerPivot it is nothing more than a spreadsheet ◦ KEEP IN MIND PowerPivot is ALL in memory 64bit is preferred. If there is not enough memory the PowerPivot project Cannot be opened Cannot be saved
PowerPivot can utilize different data source: ◦ SQL Server ◦ SSAS multidimensional data models ◦ Excel ◦ Clipboard ◦ PowerPivot ◦ OData ◦ SharePoint lists ◦ Access ◦ Windows Azure marketplace ◦ Text ◦ OLEDB ◦ ODBC ◦ ANYTHING you can connect to!!
Based on data connection Supports ◦ Filtering ◦ Friendly Name ◦ Defining columns to import ONLY TAKE WHAT YOU NEED! In memory can quickly fill up with unused data Once finished the data will be loaded in memory
Unique data source that imports data from the clipboard ◦ Not recommended ◦ The data exists ONLY in the PowerPivot sheet ◦ Cannot be refreshed ◦ Best practice to use persistent data sources SQL Excel SSAS Etc.
Once imported Data View is the default view Almost identical to Excel Pivot Table Data is in memory
Allows you to ◦ Create relationships ◦ Create hierarchies Work with the layout visually
Allows you to ◦ View the data in a spreadsheet type layout Add calculated column DAX measures
Provide an easy means for users to navigate Can consist of multiple columns ◦ Examples Year>Month>Day ◦ Fiscal Year>Fiscal Quarter>Fiscal Month ◦ State>City>Zip code
Provides a focused subset of the Power Pivot project Allows a means to focus attention on specific areas of a project IS NOT a means of security Similar to a view in SQL Server without the security boundary
Once created the project can be navigated using a pivot table Provides all of the features and functionality of any PivotTable ◦ Add Excel formulas
Can be created from within Power Pivot or Excel
Introduced in Excel 2010 Provides the ability to filter data with the click of a button Easily configurable Available for ◦ Pivot tables ◦ Pivot charts ◦ When connecting to SSAS Both tabular data model multidimensional cubes
DAX – Data Analysis Expressions The expression language used by Power Pivot Similar to Excel expressions, but more powerful Used to ◦ Create measures ◦ Calculated columns ◦ Query Power Pivot PowerPivot DAX Survival Guide PowerPivot DAX Survival Guide
A numeric calculation used in data analysis Created using DAX in the Data View window Measures are used to create KPI’s Different from Calculated columns ◦ Measures are typically used in the Values area of a PivotTable or PivotChart ◦ Calculated columns are used when you want to place calculated results in a different area of a PivotTable
KPI – Key Performance Indicator Based on a specific calculated measures Provides a graphical representation of measures of performance
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