1. Presenter Date | Location
10/15/2017
Developing a Power Pivot Workbook in Excel 2013
Enriching a Power Pivot Data Model with Calculations
Module 02B
This presentation continues the development methodology of the Power Pivot data model, and includes theory and sample calculations to understand DAX, and its application to produce calculated columns and calculated fields.
Demo 03 is included in this presentation and delivers an end-to-end Power Pivot data model development experience.
Presenter
Date | Location
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. Presentation Outline Introducing DAX Introducing the DAX Functions
10/15/2017
Presentation Outline
Introducing DAX
Introducing the DAX Functions
Describing Context
Defining Formulas
Partner Opportunities
Resources
The presentation outline consists of these subjects.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. Introducing DAX DAX = Data Analysis EXpressions
10/15/2017
Introducing DAX
DAX = Data Analysis EXpressions
Designed to deliver easy-to-use constructs that allow extending a Power Pivot data model with calculations
DAX defines two distinctly different types of calculations:
Calculated Columns to add new columns in tables
Calculated Fields (formerly named measures) to aggregate column values
The Power Pivot data model is tabular, so DAX provides functions that implement relational database concepts
The DAX function libraries consist of many familiar Excel functions, as well as many additional functions to support specific data modeling requirements
Introduce DAX as an expression language to enrich a data model with calculations.
Stress upfront that there are two types of calculations that are covered later in this presentation.
Be sure to emphasize that many DAX functions originated in Excel, so the learning curve to master DAX is reduced. However, certain data model-specific functions will be new to Excel users.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4. Introducing DAX Table References
10/15/2017
Introducing DAX
Table References
DAX does not support addressing individual cells or ranges within Excel worksheets
Formulas can only reference tables, columns and calculated fields
Table references are enclosed in single quotes
The single quotes may be omitted if the table name does not include spaces, reserved characters or words
Table names must be unique with the data model
'US Sales'
The information in this slide is self-explanatory.
Sales
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. Introducing DAX Column and Calculated Field References
10/15/2017
Introducing DAX
Column and Calculated Field References
Columns are expressed in brackets following the table name
The table name is optional if the formula is defined in a calculation associated with the table
Calculated fields are also expressed in brackets and are logically associated with a table name
A calculated field cannot have the same name as a column in the associated table
Calculated field names must be unique with the data model
Sales[SalesAmount]
The information in this slide is self-explanatory.
[Sales]
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. Introducing DAX Expressions and Operators
10/15/2017
Introducing DAX
Expressions and Operators
All expressions must begin with the equals (=) symbol
Arithmetic and Comparison operators are the same as those in Excel
Text concatenation uses the ampersand (&)
Logical operators:
AND: Double ampersand (&&)
OR: Double pipe (||)
NOT: Exclamation mark (!)
For example, this filter condition to include all sales for state WA but not for the Bike category
=[FirstName] & " " & [LastName]
The information in this slide is self-explanatory.
The reason that logical operators are similar to those in the C language is because AND, OR and NOT are Excel, and DAX, functions.
[StateCode] = "WA" && [Category] <> "Bikes"
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. Only commonly used functions are introduce in this topic
10/15/2017
Introducing DAX
DAX Functions
DAX functions can be categorized into the following groups:
Excel functions (~80 functions)
Table functions
Aggregate functions
Relationship navigation functions
Context modification functions
Time Intelligence functions
The division of functions into groups is mainly for the purpose of conveying them in a structured way. Each of the groups will be discussed in this presentation.
Stress that only commonly used functions are covered in this presentation. DAX includes many additional functions that can be researched by using the resources provided at the end of this presentation.
Only commonly used functions are introduce in this topic
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. Introducing DAX Functions
10/15/2017
Introducing DAX Functions
Excel Functions
Date and Time
Information
Math and Trig
Text
DATE
ISBLANK
ABS
ROUND
CONCATENATE
DATEVALUE
ISERROR
CEILING
ROUNDDOWN
EXACT
DAY
ISLOGICAL
EXP
ROUNDUP
FIND
EDATE
ISNONTEXT
FACT
SIGN
FIXED
EOMONTH
ISNUMBER
FLOOR
SQRT
LEFT
HOUR
ISTEXT
INT
SUM
LEN
MINUTE LN
SUMSQ
LOWER
MONTH
Logical
LOG
TRUNC
MID
NOW
AND
LOG10
REPLACE
SECOND IF
MOD
Statistical
REPT
TIME
IFERROR
MROUND
AVERAGE
RIGHT
TIMEVALUE
NOT PI
AVERAGEA
SEARCH
TODAY OR
POWER
COUNT
SUBSTITUTE
WEEKDAY
FALSE
QUOTIENT
COUNTA
TRIM
WEEKNUM
TRUE
RAND
COUNTBLANK
UPPER
YEAR
MAX
VALUE
YEARFRAC
MAXA
MIN
MINA
The impact of this slide should reinforce the point made earlier that many Excel functions are also available in DAX.
Point out some commonly used ones, like ROUND, IF, and the aggregate functions: SUM, COUNTA, MIN, MAX, etc.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9. Introducing DAX Functions
10/15/2017
Introducing DAX Functions
Table Functions
Table functions return tables that are input to other DAX functions
Excel functions do not support table objects
FILTER(Table, Condition)
Returns a table filtered to include rows where the condition is True
ALL(Table), ALL(Column)
Returns all data for the specified object, ignoring context filters and without duplicates
This function are commonly used by the CALCULATE function
VALUES(Column)
Returns a single-column table containing valid values in a column in the current filter context
Table functions return table objects. Table objects consist of a collection of columns, and contain rows – exactly like a table in the data model.
These functions are used to pass objects into other DAX functions, as ultimately a calculated column or calculated field will return a scalar value.
The CALCULATE function will be introduced later in this topic
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Introducing DAX Functions
10/15/2017
Introducing DAX Functions
Aggregate Functions
DAX implements six commonly used Excel aggregate functions that reference a Power Pivot column (not Excel ranges)
SUM, AVERAGE, MIN, MAX, COUNT, DISTINCTCOUNT
These produce “simple” calculated fields:
DAX implements five additional functions that aggregate expressions over tables:
SUMX, AVERAGEX, COUNTAX, MINX, MAXX
The following example sums the sales for the Pacific region:
=SUM(Sales[SalesAmount])
Aggregate functions are commonly used in calculated field formula to aggregate column values. This is an important topic that will be reinforced later in this presentation with the theory on calculated fields.
Read out the six aggregate functions: SUM, AVERAGE, MIN, MAX, COUNT (and COUNTA) and DISTINCTCOUNT.
The additional five allow aggregating a table – notice the FILTER function which was introduced in the previous slide – that passes a table into the SUMX function example.
=SUMX(FILTER(Sales, [Region] = "Pacific"), Sales[SalesAmount])
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Introducing DAX Functions
10/15/2017
Introducing DAX Functions
Relationship Navigation Functions
RELATED(Column)
Follows existing many-to-one relationship to fetch the value from the specified column in the related table
The following example retrieves the tax rate for the related state:
RELATEDTABLE(Table)
Follows existing relationship (either direction) to return a table containing matching row(s) from the specified table
In a calculated column, the following example sums related SalesAmount values:
=RELATED(Region[RegionName])
Relationship navigation allows traversing the data model relationships – either in the “one” direction or the “many” direction. The “many” direction is achieved with the RELATEDTABLE function, and itself returns a table representing the multiple rows on the many side of the relationship.
=SUMX(RELATEDTABLE(Sales), Sales[SalesAmount])
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Introducing DAX Functions
10/15/2017
Introducing DAX Functions
Context Modification Functions
CALCULATE(Expression, Filter1, Filter2,...)
Evaluates an expression in a context that is modified by the specified filter(s)
The following example produces a ratio of sales over all regions (it uses the ALL function to override any filter applied to the RegionName column from the State table):
=[Sales] / CALCULATE([Sales], ALL(State[RegionName]))
CALCULATED is perhaps the most powerful function in that it allows the overriding of query and filter context.
This is an important topic to understand and will covered in more detail later in this presentation.
Context will be described later in this topic
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. Introducing DAX Functions
10/15/2017
Introducing DAX Functions
Time Intelligence Functions
Manipulating the time period is a common requirement
The Time Intelligence functions require that at least one data model table be marked as a date table
The table must include a column of type Date
There must be no missing date rows in the table
The functions work with intervals of days, months, quarters, and years and include functions to:
Return a single date
Return a table of dates
Evaluate expressions over a time period
Time intelligence functions allow manipulating time to allow calculations like YTD (year-to-date) and parallel period (same time last year).
As a prerequisite, there should be a “date” table in the data model, and this table should contain a date column of type date. There should be no missing rows between the first and last date rows in the table.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14. Introducing DAX Functions
10/15/2017
Introducing DAX Functions
Time Intelligence Functions - Continued
There are 35 Time Intelligence functions
Commonly used functions include:
TOTALYTD(Expression, DateColumn [, SetFilter] [,YE_Date])
Note that Date is a reserved word, so the table name is enclosed within single quotes
DATEADD(DateColumn, Number_of_Intervals, Interval)
DATESBETWEEN(DateColumn, StartDate, EndDate)
DATESINPERIOD(DateColumn, StartDate, Number_of_Intervals, Interval)
PARALLELPERIOD(DateColumn, Number_of_Intervals, Interval)
=TOTALYTD([Sales], 'Date'[Date])
This slide includes some commonly used time intelligence functions.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15. 10/15/2017
Describing Context
Understanding context is very important when defining DAX formulas
There are there types of context:
Row
Query
Filter
Understanding context is important when defining and troubleshooting calculations.
This is an advanced topic and this presentation strives to provide an introduction to context and related theory. For further information on this topic, refer attendees to the resources, and in particular the “Context in DAX Formulas” paper.
Full a complete discussion on context, refer to the MSDN resource “Context in DAX Formulas” included in the Resources for this topic
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16. Describing Context Row Context
10/15/2017
Describing Context
Row Context
Row context includes the values from all columns in the current row
If the table is related in a one-to-many relationship to another table, the context also includes all the related rows
Row context is used by calculated columns
Row context is relatively straight forward to explain and understand. It applies to calculated columns.
The expression is evaluated for each row in the table, and it uses the current row (row context) to determine how to resolve references to column values.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. Describing Context Query Context
10/15/2017
Describing Context
Query Context
Query context refers to the subset of data that is implicitly retrieved for a formula
The set of data that is retrieved is the query context for each cell
Query context can be described by using this animated slide.
The formula for Profit is SUM([Profit]), and this formula is evaluated for each data value in the PivotTable.
The value of $25.00 is the aggregation of rows filtered by the time period , the Midwest region, the state of Indiana and the product P47 4 Channel.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. Describing Context Filter Context
10/15/2017
Describing Context
Filter Context
Filter context is added when specific filter constraints are applied on the set of values allowed in a column or table, by using arguments to a formula
Filter context applies on top of other contexts, such as row context or query context
Used to modify context in a formula
For example, sales (query context) divided by all region sales (filtered)
Common filter functions:
FILTER, ALL, ALLEXCEPT, ALLSELECTED, and others
This slide includes an example of a formula used to override the RegionName values from the State table to All, producing a values that is Sales divided by Sales for all Regions.
=[Sales] / CALCULATE([Sales], ALL(State[RegionName]))
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

19. Defining Formulas DAX can be used to define formulas for:
10/15/2017
Defining Formulas
DAX can be used to define formulas for:
Calculated columns
Calculated fields
Key performance indicators (KPIs) are defined by extending calculated fields
As described earlier in this presentation, DAX is used to enrich a data model with two different types of calculations.
The topic of Key Performance Indicators (KPIs) is an extension of defining calculated fields, although it should be noted that it does not involve using DAX directly.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20. Defining Formulas Calculated Columns Define new columns in tables
10/15/2017
Defining Formulas
Calculated Columns
Define new columns in tables
Based on a DAX formula, and use row context
Column values for each row are materialized in the data model
If possible, to reduce the data model size, avoid creating them
Column values are recalculated when necessary, when:
The table is processed
Formula dependencies are processed
Can only be defined in the Power Pivot window in Data view
Calculated columns extend a table with a new column based on a formula.
Calculated column values are materialized within the data model, and will be recalculated when the table or a dependency is refreshed.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21. Defining Formulas Calculated Fields
10/15/2017
Defining Formulas
Calculated Fields
Defined aggregation logic in tables
Based on a DAX formula, and use query context
Values are never materialized in the data model
The formula is evaluated at query time by using the query context
Can be created implicitly using the Power Pivot Fields pane, or explicitly on the Power Pivot ribbon tab, or in the Calculation Area in the Power Pivot Window
Avoid creating implicit calculated fields – they are not visible outside the workbook
Reporting tools, like Power View, may not require the explicit definition of calculated fields
Calculated fields are concerned with the aggregation of column values.
The definition for a calculated field is defined in the model, however no values are stored.
Evaluation takes place at query time within query context.
An advanced topic, to prepare a data model for Power View reporting, will describe scenarios when it is appropriate not to define calculated fields, and rely upon “automatic” calculated fields made available by the reporting tool.
Defining “automatic” calculated fields is covered in Module 4A
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

22. Defining Formulas Key Performance Indicators
10/15/2017
Defining Formulas
Key Performance Indicators
Collection of metrics to enable performance monitoring
The Value metric is based on an existing calculated field
The Goal metric is either:
An existing calculated field, or
Absolute value
The Status metric is defined by setting thresholds
Status values are 1 (on-track), 0 (slightly off-track), or -1 (critically off-track)
A KPI allows the comparison of an actual to a target.
In a Power Pivot data model, it is defined by creating the KPI based on an existing calculated field.
KPIs allow the monitoring of performance.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

23. Demo 02 Developing a Power Pivot Data Model 10/15/2017
Refer to the demonstration scripts and resources.
This demonstration can be done incrementally aligned to the theory presented in the two presentations for this module.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

24. Partner Opportunities
10/15/2017
Partner Opportunities
Encapsulate “single version of the truth” business rules with calculations
Produce difficult Excel logic in the data model with DAX
Produce time intelligence formula
Enable consistent performance monitoring with KPIs
There are numerous partner opportunities to produce Power Pivot data models in Excel.
Consider asking attendees what opportunities they see based on their experience and customers needs.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. Resources DAX Resource Center Whitepaper: DAX in the BI Tabular Model
10/15/2017
Resources
DAX Resource Center
center.aspx
Whitepaper: DAX in the BI Tabular Model
Includes a sample Excel workbook
Book: “DAX Formulas for PowerPivot: The Excel Pro's Guide to Mastering DAX”
Publisher: Holy Macro! Books
Author: Rob Collie
MSDN: Context in DAX Formulas
Highlight relevant resources for further attendees to continue their education.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

26. Lab 01 Developing a Power Pivot Data Model in Excel 2013
10/15/2017
Lab 01
In this lab, you will create a Power Pivot data model to monitor product profitability. It will import and mash-up data from a SQL Server database, an OData data feed, and a local Excel workbook.
Developing a Power Pivot Data Model in Excel 2013
45 minutes
Exercise 1: Developing a Power Pivot Data Model
This is a 45 minute lab.
Encourage students to successfully complete this lab, as they can use it as the starting point for Lab 02 (there is a starter file if they did not complete the lab).
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

27. © 2015 Microsoft Corporation. All rights reserved
© 2015 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.