PowerPivot Basics and

Creative Implementations
By: Jen Underwood, Microsoft
Agenda
 PowerPivot: What it is and what you can do!
 Basics
 Installation
 Creating mash-ups
 Designing PowerPivot reports
 Extending with DAX
 Publishing to SharePoint PowerPivot Gallery
 Consuming as data source in SharePoint
 Resources
Empower Your Users
PowerPivot – With2010
for Excel Familiar Data
• PowerPivoting Massive Data Volumes
• Business users create, interactive
self-service analytics solutions
• Blows away v-lookup with
high performance, lightning
speeds, in-memory
VertiPaq technology
• Embedded Analysis
database
PowerPivot Case Study
Mediterranean Shipping Company
SQL Server 22 terabytes
Transactions per Minute 396,907
Transactions per Year 210 billion
PowerPivot “mash-ups” 33 million rows,
1.7 GB compressed
PowerPivot Examples

PowerPivot.com
Marketing
PowerPivot Examples

Personal Time Management

PowerPivot.com
PowerPivot Examples

Sports PowerPivot.com
PowerPivot Examples

Retail
PowerPivot Examples

Retail

“Killer PowerPivot” Tech Ed 2011

Source: TechEd North America 2011

PowerPivot Examples

Government PowerPivot.com
PowerPivot Examples

Government

Education “Killer PowerPivot” Tech Ed 2011

Source: TechEd North America 2011

PowerPivot Examples

Medical Survey

“Killer PowerPivot” Tech Ed 2011

Source: TechEd North America 2011

PowerPivot Examples

HR
PowerPivot.com
 PowerPivot Examples

http://www.tushar-mehta.com
Mapping and Free Form Data Visualizations in Excel!
Common PowerPivot Applications
 Personalized Excel and SharePoint Dashboards
 Excel Reports, Reporting Services Report Builder and
PerformancePoint Dashboards built on PowerPivot models
 Power User mashes up and personalizes corporate data sets for
team reporting model usage
 Many data source types available!!!
 Forecasting, Budgeting, What-If Analysis
 Combining OLAP actuals with free form data scenarios
 Unions of Excel files with same column structures to combine
departmental inputs into one consolidated view
 Surveys
PowerPivot with SAP
 PowerPivot for combining SAP or SAP BW data sources
with other Non-SAP data
 *No Third Party: NetWeaver, Open Hub, Reporting Services
 *Third Party: Theobald, ERPLink, Simplement
 So easy, true win-win for everyone

ACE 14 OLE DB
*SAP BW OLE DB

SAP BW
Excel
workbook
PowerPivot Gallery in SharePoint
SharePoint
Schedule data
refreshes to keep
your analysis
up-to-date
Manage security just
like a document
Build reports upon
PowerPivot models
PowerPivot Report Sources

Create report
Option
 PowerPivot Management Dashboard
PowerPivot is
great for IT:
Track the usage of
PowerPivots
Discover mission-
critical applications

Increase IT efficiency:
Familiar Technologies for
Authoring, Sharing,
Security and Compliance
Customizable IT
Dashboard
Visualize system
performance and usage
with animated charts
Basics
Install PowerPivot in Excel 2010
Go to http://www.powerpivot.com
1 Click Download link and follow the
installation instructions.

Click See Details

then click the PowerPivot link
2

3
Choose the
PowerPivot_for_Excelx86.msi to
download the install file
 Install PowerPivot in Excel 2010
Follow the install instructions
4
 x

Watch some of
the training videos
Getting Started
1

To Start PowerPivot, open Excel

and click the PowerPivot tab

To start loading data from various

sources, click the PowerPivot
Window Launch icon.
Available Data Sources for
PowerPivot Mash Ups
• Database: Relational or multidimensional
 Microsoft SQL Server
 Microsoft Access
 Microsoft SQL Server Analysis Services cubes
• Report: Reporting Services data feed
• Data Feeds: Online data source feeds
• Text: Get data from raw text files
• Other Sources:
 Microsoft SQL Azure
 Microsoft SQL Server Parallel Data Warehouse
 Oracle
 Teradata
 Sybase
 Informix
 IBM DB2
 Others (OLE DB/ODBC)
 Excel Files
To Load Data From Database
Select From Database,
1 click SQL Server

2 Enter Log In information

Server name: <<x>>

User Name: <<user name>>
Password: <<password>>
Database name: <<x>>

3
Click Next
To Load Data From Database

1
Click tables
Select from a list of to import
tables and views
3
WARNING
Use Filters to
limit data you
import with
2 Preview & Filter

4
Click Next

5
Click Finish
To Load Data From Database using
Preview & Filter

1 Select column drop down

arrow to display Filter options

2 Choose Filter type

Enter Filter criteria

To Load Data From Database using
Preview & Filter

1
Click column check boxes
to include or remove them
from the import
To Load Data From Database

Wait for data to

finish loading.
To Load Data From Database using
Advanced Filtering

Select Write a Query Click Design for Visual

to have better Filter Query Designer
control or use
advanced features 3

Click Next
 To Load Data From Database using
Advanced Filtering
5 Click Run Query to Test

Select Field to Filter

2

Select table to Click Filter Icon

Filter
3

1
4
Define Filter criteria

Click OK 6
To Load Data From Database

Unlike OLAP Cubes, PowerPivot data

is not automatically refreshed. It is copied.
To Refresh data, click the Refresh icon.

Each Table loaded to a

PowerPivot Worksheet
1
To Use Loaded Data From Database
and Other Data Sources
Click Design tab
1
2

Click Manage
Relationships
To Use Loaded Data From Database
and Other Data Sources

Click Create
or Edit
1

Choose what columns have the

same data to “relate” them. 2
For example, DimProduct table
uses ProductKey and
FactInternetSales table also has a
Click OK
ProductKey column to tie them
3
together for slicing and dicing.
To Use Loaded Data From Database
and Other Data Sources

If PowerPivot detects missing

Relationships it can automatically build
them for you when you click Create

Click Close when it completes

2
To Use Loaded Data From Database
and Other Data Sources
1 Click Home tab

Select Pivot Table

layout type
2
To Use Loaded Data From Database
and Other Data Sources

Pick field for “Power” Pivoting

NOTE
All fields are now
available for drag
and drop reporting!
To Use Loaded Data From Database
and Other Data Sources
3
2

Insert Charts Insert Slicer

for dynamic visuals for dynamic filtering

1
Create interactive
reports and charts
PowerPivot Refreshes when Source Data
Columns are Added, Removed or Changed

If PowerPivot detects changes to the source data

columns, it will prompt you to Refresh. Click 1
Refresh and new source tables and columns will
be available in the PowerPivot Field List.
 To Load, Link and Use an External List
3

Click the PowerPivot tab

1
2
Select all the cells in the list

Create a list that contains a column

that has the same content as a
column in the other data sources in a
new worksheet in the same
PowerPivot workbook.
To Load, Link and Use an External List
Click the Create Linked Table

Confirm the cell range

2
To Load, Link and Use an External List

Rename the new linked tab

Table1 to something you like
1
 To Load, Link and Use an External List
1 Click Design tab

2 Click Manage
Relationships

Click Create to add

your list

Choose what columns have the

same data to “relate” them. For
this example, PromotionKey
matches PromotionID.
5
Click Create
To Load, Link and Use an External List

1 Optionally “Hide” unfriendly columns

by clicking Hide and Unhide

Choose fields to
Hide in Pivot Table

Click OK
To Load, Link and Use an External List
1
Click Home tab

Select Pivot Table

2 layout type
To Load, Link and Use an External List

Custom Agency list is now

available to be combined with
other data sources for pivoting

1
Linking Slicers to Multiple Pivot Objects
les

1 Select Slicer Tools and Slicer Settings

or click PivotTable Connections

Right-click Slicer and select

PivotTable Connections

3
Choose the Pivot Tables
you want the Slicer to
dynamically filter
Formatting Slicers using Properties
1
Select Slicer Tools and choose
Slicer Styles, Sizes etc.

Right-click Slicer Settings

2 and/or Size and Properties
To Add a DAX Calculated Measure

1
Click New Measure
New Profit Measure is now available
with a Calculator icon
3

Enter Measure
Settings and
add a Formula
DAX Expressions
Click Add Column
1

2
Enter a DAX expression
identified by prompt
“expression evaluated
for each row in a table”
DAX Expressions

Example PREVIOUSYEAR
DAX formula syntax
DAX Expressions
http://powerpivot-info.com/post/53-list-of-powerpivot-dax-functions-short

DATE TIME FUNCTIONS INFORMATION FUNCTIONS

 DATE(<year>, <month>, <day>)  ISBLANK(<value>)
 DATEVALUE(date_text)  ISERROR(<value>)
 DAY(<date>)  ISLOGICAL(<value>)
 EDATE(<start_date>, <months>)  ISNONTEXT(<value>)
 EOMONTH(<start_date>, <months>)  ISNUMBER(<value>)
 HOUR(<datetime>)  ISTEXT(<value>)
 MINUTE(<datetime>) FILTER AND VALUE FUNCTIONS
 MONTH(<datetime>)  ALL(<table_or_column>)
 NOW()  ALLEXCEPT(<table>,column1>,<column2>,…)
 SECOND(<time>)  BLANK()
 TIME(hour, minute, second)  CALCULATE(<expression>,<filter>,<filter>…)
 TIMEVALUE(time_text)  CALCULATETABLE( <expression>, <filter>…)
 TODAY()  DISTINCT(<column>)
 WEEKDAY(<date>, <return_type>)  EARLIER(<column>, <number>)
 WEEKNUM(<date>, <return_type>)  EARLIEST(<table_or_column>)
 YEAR(<date>)  FILTER(<table>,<filter>)
 YEARFRAC(<start_date>, …)  RELATED(<column>)
 RELATEDTABLE(<table>)
 VALUES(<column>)
 FIRSTNONBLANK(<column>,<expression>)
DAX Expressions
http://powerpivot-info.com/post/53-list-of-powerpivot-dax-functions-short
LOGICAL FUNCTIONS
 AND(<logical1>,<logical2>,…)
 FALSE()
 IF(logical_test>,<value_if_true>, …)
 IFERROR(value, value_if_error)
 NOT(<logical>)
 TRUE()
 OR(<logical1>,<logical2>,…)
TEXT FUNCTIONS
 CODE(<text>)
 CONCATENATE(<text1>, <text2>,…)
 FIND(<find_text, within_text, start_num)
 FIXED(<number>, <decimals>, …)
 LEFT(<text>, <num_chars>)
 LEN(<text>)
 MID(<text>, <start_num>, <num_chars>)
 REPLACE(<old_text>, <start_num>,….)
 REPT(<text>, <num_times>)
 RIGHT(<text>, <num_chars>)
 VALUE(<text>)
 FORMAT(<value>, <format_string>)
TIME INTELLIGENCE
 DATESINPERIOD(<date_column>…)
 DATESBETWEEN(<column>,<start_date>…)
 DATEADD(<date_column>,…)
 FIRSTDATE (<datecolumn>)
 LASTDATE (<datecolumn>)
 LASTNONBLANK (<datecolumn>,…)
 STARTOFMONTH (<date_column>)
 STARTOFYEAR(<date_column>[,<YE_date>])
 ENDOFMONTH(<date_column>)
 ENDOFYEAR(<date_column>)
 PARALLELPERIOD(<date_column>,…)
 PREVIOUSDAY(<date_column>)
 PREVIOUSMONTH(<date_column>)
 PREVIOUSYEAR(<date_column>)
 NEXTDAY(<date_column>)
 NEXTMONTH(<date_column>)
 NEXTYEAR(<date_column>[,<YE_date>])
 DATESMTD(<date_column>)
 DATESQTD (<date_column>)
 DATESYTD (<date_column> [,<YE_date>])
Help
1

Click blue ? Icon

when inside the
PowerPivot Window.

2
Select a help topic.
Good PowerPivot Web Sites and Books
• http://www.PowerPivot.com
• http://powerpivot-info.com
• http://powerpivotgeek.com
• http://powerpivotpro.com