1. Chelsea Dohemann cdohemann@learnit.com
Class will start at approximately 8:10am
PowerPivot
Chelsea Dohemann

2. Prerequisites for this course:
Experience with Pivot Tables
Usage or familiarity with VLOOKUP function
Attendance (or knowledge of topics covered in) of
Excel Day 2 (Module 4)
Power User (Module 2)

3. Resources www.learnit.com/files www.learnit.com/handouts
Username: manuals
Password: password

4. Learnit Anytime

5. Today we are going to cover
Module 1
Introduction to Program
Installing / Add-In
Importing Data from Various Sources
Linked Excel Tables
Refreshing Data
Creating Table Relationships
Diagram View
Calculated Columns
Basic Pivot Tables from PowerPivot Data
Creating Hierarchies
Module 2
Formatting Tables
Sorting and Filtering Power Pivot Data
Basic Power Pivot “Functions”
Calculated Fields
Creating Measures
Creating KPIs
Sparklines & Conditional Formatting
Pivot Charts
Filtering & Analyzing with Slicers

6. Create another Hierarchy:::
Challenge
Create another Hierarchy:::
Dim Product Table
“Product Categories”
Product Category
Product Subcategory
Product Name

7. Time for a Break!
We will be back at 10:15am

8. Benefits of Creating Relationships
Common Content
Unique Content
Benefits of Creating Relationships

9. One to Many DimProduct Table DimProduct Subcategory Table
Product Subcategory Key
Column
DimProduct Subcategory Table
Product Subcategory Key
Subcategory Name
Subcategory Label
Load Date

10. Many to Many DimProduct Table DimProduct Subcategory Table
Product Subcategory Key
Product Subcategory Key
Subcategory Name
Subcategory Label
Product 2
Load Date
Product 3

11. Create some relationships
Stores to FactSales
Via “Store Key”
ProductCategories to DimProductSubcategories
Via “ProductCategoryKey”

12. Syntax of a PowerPivot DAX Function
= FUNCTION (Argument , Argument)
Terms:
Name of Table [ Name of Column ]
[Measure]

13. The CALCULATE Function
=CALCULATE ( FUNCTION (Name of Table [ Name of Column ]), Filter )

14. The DATEADD Function
= DATEADD (Name of Table [ Name of Column ]), Add/Subtract, Unit to Add)

15. Useful Functions Date & Time Information Filter & Value Logical
Math & Trig
Statistical
Text
Time Intelligence

16. Date & Time DATE Returns the Date in date-time format
DAY Returns the Day of the Month as a number
WEEKDAY Returns the Day of the Week as a number
MONTH Returns the Month of the Year as a number
YEAR Returns the year as a four digit number (1900 – 9999)

17. Information Functions
ISBLANK Checks whether a value is blank, returns TRUE or FALSE
ISERROR Checks whether value is error, returns TRUE or FALSE
ISNUMBER Checks whether value is number, returns TRUE or FALSE
ISTEXT Checks whether value is text, returns TRUE or FALSE

18. Filter & Value Functions
ALL Returns ALL rows in a table, or all values in a column,
ignoring any filters that might have been applied
CALCULATE Evaluates and expression in a context that is modified by
the specified filters
CALCULATETABLE Evaluates a table expression…
FILTER Returns a table that represent a subset of another table
RELATED Returns a related value from another table
RELATED TABLE Follows an existing relationship, is either direction, and
returns a table that contains all matching rows from the
specified table.
VALUES Returns a one-column-table of values from a specified
column

19. Logical Functions
AND Checks whether all arguments are true, returns TRUE or FALSE
IF Checks is a condition is met. Returns one value if true, returns
another value if false
IFERROR Returns a special message, if there’s an error
OR Checks whether one of the arguments is true to return TRUE

20. Math & Trig Functions INT Rounds a number to the nearest integer
ROUND Rounds a number to the specified number of digits
ROUNDOWN Rounds a number down, toward zero
ROUNDUP Rounds a number up, away from zero
TRUNC Truncates a number to an integer

21. Math and Trig Functions
with-description

22. Statistical Functions
AVERAGE Returns the average of all the numbers in a column
AVERAGEA

23. We will return and begin again at approximately 3:25am
Break Time!
We will return and begin again at approximately 3:25am

24. More on PowerPivot Blogs: Videos Mr. Excel PowerPivotPro.com
Dashboards in <20min
Impactful Reports with Power BI
Excel & BI together = Better

25. Challenge
Use the RELATED function To make a column on the FACT SALES table That subtracts Unit Price – Unit Cost (DimProduct table)

26. We will return and begin again at approximately 1:15pm
Lunch Time!
We will return and begin again at approximately 1:15pm

27. Chelsea Dohemann cdohemann@learnit.com
Thank you Everyone!
Please take a moment to give us tips and feedback at
PowerPivot
Chelsea Dohemann