The document provides a comprehensive guide on utilizing Power Pivot and Power View in Excel, covering essential topics like importing data, creating calculated fields, KPIs, linked tables, pivot tables, and charts. It includes step-by-step instructions for various features, such as adding slicers and filtering data in charts. The content is geared towards users wanting to enhance their data management and visualization capabilities within Excel.

1. Power Pivot &
Power View
Ram Kedem

2. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent.
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Lesson Topics
• Getting Started
• Importing Data
• Calculated Fields & Columns
• KPI
• Linked Tables
• Pivot Tables
• Pivot Charts
• Slicers & Management Dashboards
• Power View

3. Getting Started

4. Copyright 2014 © Ram Kedem. All rights reserved. Not to be reproduced without written consent.
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Getting Started
• Open Excel and click on File - Options

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Getting Started
• Click on Add-Ins, at the bottom of the screen change Manage
option to COM Add-ins and click Go

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Getting Started
• Mark PowerPivot and Power View, click Ok the finish

7. Importing Data

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Importing Data

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Importing Data
• Click on Get External Data and choose From Database – SQL
Server

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Importing Data

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Importing Data

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Importing Data

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Importing Data

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Data View

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Diagram View

16. Calculated Fields &
Columns

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Create New Calculated Field
• Click on Calculated Fields and choose New Calculated Field

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Sum of Sales Amount

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Count of Product Keys

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Average Sales Amount

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Edit Calculated Fields
• You can edit those fields by clicking on Calculated Fields and
choosing Manage Calculated Fields

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Add Calculated Columns

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Add Calculated Columns

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Create KPI
• Right click on calculated field and choose Create KPI

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Setting a goal of 15k product

26. Linked Table

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Adding a Linked Table
• Create a table on Excel, mark it and choose Add to Data
Model

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Adding a Linked Table
• Setup the relation at the Diagram View

29. Pivot Tables &
Pivot Charts

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Adding a Pivot Table
• Click on the PivotTable button and choose PivotTable

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Sales by Date

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Sales by Region

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Adding a Pivot Chart
• Click on the PivotTable Button and choose PivotChart

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Sales by Date

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Sales by Region

36. Slicers & Management
Dashboards

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Adding Four Charts
• Click on the PivotTable button and choose Four Charts

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Designing the Charts

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Adding Slicers
• In PivotChart Tools, Choose Analyze, then press on Insert
Slicer

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Adding Slicers

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Filtering multiple charts using
the same slicers
• In Pivot Chart Tools, click on Filter Connections, the apply
required slicers

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Displaying top N
• Click on the ModelName, choose ValueFilters, then Top-10

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Configure the Top-10 Filter

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Displaying top N – End Result

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Apply Additional Formatting

46. Power View

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Power View

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Power View

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Applying Top N Analysis
• =RANKX(ALLSELECTED(SalesTerritory) ,
SalesTerritory[SumSales])

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Applying Top N Analysis

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Adding more charts