IU BI Getting Started with Excel PowerPivot

Indiana University Business Intelligence

Getting Started:
PowerPivot

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IU BI Getting Started with Excel PowerPivot

PowerPivot What Is It?

PowerPivot for Excel is a data analysis tool that delivers unmatched computational
power directly within the application users already know and loveMicrosoft Excel
Its the user-friendly way to perform data analysis using familiar Excel features you
already know, such as PivotTables, PivotChart views, and slicers
Its the fast way to generate rich and interactive analysis tools - its the right way to
achieve deeper business insight and shorter decision cycles

Features and benefits

Using PowerPivot with Excel 2010
PowerPivot for Excel 2010: Power to Excel people

Create Your First PowerPivot Workbook (Tutorial)

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IU BI Getting Started with Excel PowerPivot

PowerPivot What Is It?

Specific features

Take advantage of familiar Excel tools and features

Process massive amounts of data in seconds
Load even the largest data sets from virtually any source
Use powerful new analytical capabilities, such as Data Analysis
Expressions (DAX)
Make the most of multi-core processors and gigabytes of
memory

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IU BI Getting Started with Excel PowerPivot

What To Expect
What this is:

Summary of topics:

Summary information to get

started
Access to other resources
Overview of functionality

Getting Ready:
Background information
Download and install the add-in for Excel

What this is not:

Demo of all capabilities
Comprehensive training
Best practices

Importing Data:
Crate a data source connection
Define table import properties
Execute the import
Creating the Pivot Table:
Create a pivot table
Modifying the import properties

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IU BI Getting Started with Excel PowerPivot

Before Getting Started

Background information
It would be helpful for you to be familiar with some basic
concepts before using PowerPivot including our Microsoft
architecture, OLAP and dimensional modeling
Click on the icons below to view our Getting Started
information

Microsoft Architecture

OLAP
Dimensional Modeling
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IU BI Getting Started with Excel PowerPivot

Installing PowerPivot
Download
1. To initiate a download of the software, go to:
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=
e081c894-e4ab-42df-8c87-4b99c1f3c49b&displaylang=en
2. Click Run to start the install

You must have administrator permissions to do this!

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IU BI Getting Started with Excel PowerPivot

Installing PowerPivot
Install
3. Click Next to continue
4. Accept the terms of the license agreement and click
Next.
5. Enter your name and company if applicable and click
Next Click Install to begin the installation
6. Click Yes if you are asked whether to allow the
installation. The install will take a few minutes to run

7. Once complete, you will see the window on the right

8. Click Finish to complete the installation

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IU BI Getting Started with Excel PowerPivot

Installing PowerPivot
Install
9. The next time you start Excel it will load the
PowerPivot software
10.Click Install
11.You should see a new tab in Excel called
PowerPivot:

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IU BI Getting Started with Excel PowerPivot

Installing PowerPivot
Install
You may get an error message that says this:
the microsoft .netframework 3.5 sp1 must be installed on your computer
before you can install power pivot...

If you do get this message this means you need to install:

Microsoft .NET Framework 3.5 Service Pack 1

You can download this by following this link:

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=ab99342f
-5d1a-413d-8319-81da479ab0d7&displaylang=en

You must have administrator permissions to do this!

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Create a PowerPivot enabled spreadsheet

Open a new spreadsheet

Select the PowerPivot
tab

Then select the

PowerPivot Window
Launch
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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Create a data connection
Select From Database
Select From Analysis Services
or PowerPivot

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Where this data is coming from
ODBC

Joined
Facts &
Dimensions
Facts &
Dimensions

ETL

Under
Construction

BIRT

Snapshots

Summary
Tables

SQL
Server
Analysis
Services

SQR

Excel
PowerPivot
SharePoint
Dashboard
Designer

SQL Server
Reporting
Services

Cubes

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Create a data connection
1

1. Enter a connection name:

Enrollment Cube
2. Enter server name:

IN-UITS-EBIDD1\SHEPHERR

3. Select the database:

Enrollment Reports
4. Select test connection
5. Select Next

3
4

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Create an MDX query (optional)
Enter a name for the
query
If you know how to
write MDX code you
can enter it directly
Most will want to use
the graphic interface
to build the query, by
selecting Design
For information about using MDX:
http://msdn.microsoft.com/en-us/library/ms145514.aspx
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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Add measures and dimensions
Use the + controls to expose
the columns you want in your
query
In this case we want to see
headcount (count) by
Career
Year
Term
Institution

Facts

Dimensions

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Add measures and dimensions
Drop in this
pane

Drag from this

pane

Results display
as you drop

Drag & drop measures & dimensions

Drop anywhere in pane
Click OK when finished
Then click Finish on the table import
wizard
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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
The import definition is built

The import wizard

will display the
results
If successful your
data will import
The data will then
appear in the data
sheet

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Modifying the import definition

Click on the Design tab

Click on Table
Properties
MDX will be shown by
default
Click on Design for
graphic interface
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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Modifying the import definition

You can now make

changes to the Table
Import definition

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Creating a pivot table
Click on the Home tab
Click on the arrow below the
pivot table menu item
Select the type of pivot object
you want to create
Select where you want to put
the pivot table

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Creating a pivot table
When the pivot
table is created
this is what you
will see
Pick what you
want to use in
the report from
here
Drop them here
And the results
will show up
here

Select
here

Drop &
drop
here

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Creating a pivot table
Pick what to
use in report

Imbedded slicers
beside the table or
chart

Imbedded slicers
above or below the
table or chart
Imbedded
filters

Selected
columns
Selected
measures

Selected rows

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Creating a pivot table
Imbedded slicer

Imbedded
filters

Selected rows
Selected
columns
Selected
measures

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Modifying the import definition
You may find that you want to add data
elements to use for columns, rows,
filters, slicers or measures
First select the PowerPivot Window
launch

Note that there is a tab for

PowerPivot and a tab for your
spreadsheet

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Modifying the import definition

Click on the Design tab

Click on Table
Properties
MDX will be shown by
default
Click on Design for
graphic interface
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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Modifying the import definition
You can now make
changes to the Table
Import definition
Drag from this pane
Drop in this pane
You can also remove
attributes from this pane
by selected column header
and using delete key
Select OK when finished
Then select SAVE
Then SAVE the document
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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Modifying the import definition
Switch back over to
the spreadsheet
containing the pivot
table
Note that it now shows
this
Click refresh
The list now reflects
attributes which have
been added

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Enabling classic layout (drag & drop columns & rows)

1. Under PivotTable
Tools, select Options
2. Select Options
3. Select Options again
4. Select Display Tab
5. Select Classic
PivotTable Layout

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Publishing in SharePoint
Open SharePoint 2010
using this link
http://dev.iuspug.iu.
edu/sites/bi/Pages/D
efault.aspx
Select PowerPivot tab

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IU BI Getting Started with Excel PowerPivot

Using PowerPivot
Publishing in SharePoint
Click on upload
Click on Upload
Document
Browse to your
PowerPivot enabled
spreadsheet
Click OK

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IU BI Getting Started with Excel PowerPivot

Resources
Microsoft resources
PowerPivot Web Site

http://www.powerpivot.com/

http://www.powerpivot.com/videos.aspx

http://www.powerpivot.com/demo.aspx
https://cmg.vlabcenter.com/default.aspx?m
oduleid=dbe037bc-9004-4a38-883f696d507a1b66

PowerPivot Downloads

http://www.powerpivot.com/download.aspx
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IU BI Getting Started with Excel PowerPivot

Resources
Other resources
PowerPivot.com - Official Microsoft website for PowerPivot technology
PowerPivotPro.com - Website created by Rob Collie Business Intelligence professional
and one of the founding engineers behind PowerPivot, Microsofts new self-service BI
offering
PowerPivotTwins.com - Website created by Denny Lee from the SQL Customer Advisory
Team and Dave Wickert from the Analysis Services Team
PowerPivotGeek.com - Website created by Dave Wickert from the Analysis Services
Team
DennyGLee.com - Website created by Denny Lee from the SQL Customer Advisory Team
Microsoft Books Online - PowerPivot integration with SharePoint documentation
PowerPivot and DAX forum - PowerPivot and DAX forum from PowerPivot-info.com
Microsoft PowerPivot for Excel forum - SQL Server 2008 R2 PowerPivot for Excel forum
Microsoft PowerPivot for SharePoint forum - SQL Server 2008 R2 PowerPivot for
SharePoint forum

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IU BI Getting Started with Excel PowerPivot

Questions?

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