
Hello. I'll introduce myself and what we will be learning in this course.
Before we start, let's have a quick look around Udemy, and find out how you can get in touch with me.
Identify the right software for PowerPivot across Excel versions, install the PowerPivot add-in for 2010, and use SQL Server developer edition as a free path to data models.
Explore the Adventureworks dw12 internet sales dataset, linking fact internet sales to dim product, dim customer, dim geography, and dim sales territory via key joins; downloadable resources and exercises included.
Enable Power Pivot in Excel 2013 and 2016 by enabling the Microsoft Power Pivot for Excel COM add-in through File Options Add-ins, then select and activate it.
Install PowerPivot for Excel 2010 by downloading SQL Server PowerPivot (choose the 32-bit or 64-bit version matching your Excel), close Excel, and enable the PowerPivot tab.
Create your first Power Pivot model across Excel 2013/2016, Excel 2010, and SQL Server SSDT, loading data into the data model from text files such as Adventureworks internet sales.
Create your first Power Pivot model in Excel, connect it to a pivot table, choose fields like sales amount and due date, and explore drill-down and formatting options.
Create and deploy your first data model in Excel 2010 by importing a text file into the Power Pivot window, building a pivot table, and using fields, slicers, and grouping.
For big datasets (over 8,000,000 rows), make sure the data is sorted on key fields - that reduces the amount of indexing required.
Import and model data from SQL Server to create a three-table PowerPivot view, linking product subcategory to product and sales, then build a pivot table to summarize total sales.
It used to be that we had to install a cut-down version of SQL Server. Instead, let's now install a version with the full functionality of the Enterprise edition - for personal use only, though.
Install and configure SQL Server Developer 2022 via the installation center, selecting Developer Edition and necessary features, set authentication and instance configuration, and assign administrator access.
Now that's the back engine has been installed, we've got to install SSMS (SQL Server Management Studio), Visual Studio, and SSDL (SQL Server Data Tools). It takes around 30 minutes, but here's the edited version.
install visual studio 2022 on 64-bit windows 10/11, meet hardware requirements, and select data storage and processing workloads for SQL Server. access 2019 downloads if needed, using community edition.
Install the SSAS extension for Visual Studio 2022 from the marketplace, then close and reopen Visual Studio to create MDX analysis and Analysis Services multidimensional or tabular projects.
Learn how to license Visual Studio Community Edition without it being a trial by updating the license and signing in with a Microsoft account.
Download AdventureWorksDW data from the official Microsoft site or GitHub, then organize the files in an SSAS files folder for use with Power Pivot and SSAS.
We should then restore the AdventureworksDW database into SSMS so that we can use it in SSAS. Let's see how to attach databases (and please restore the DW database).
Import and configure data from a SQL Server, AdventureWorks DW, into SSAS, creating a tabular model in Visual Studio and exporting to Excel for analysis.
Add a second table from the same source, import dim product alongside fact internet sales, and drag to create a one-to-many relationship in diagram or model view.
Import two tables from SQL Server and a text file, join them with product subcategory and product category keys, and create a sum of sales amount measure for category pivot.
Import data into SSAS, connect dim product subcategory and product category tables, and analyze in Excel with pivot tables showing sales amounts.
Beware that field types might change - how to prevent this using Data Validation
Learn to fix Excel import issues in the Visual Studio tabular model by installing the 2007 data connectivity components and the Microsoft Access Database Engine, addressing 64/32-bit conflicts.
Learn how to filter, sort, and format fields in the data model, including temporary filters, currency and date formats, and automatic updates across Power Pivot and SSAS.
When you leave PowerPivot and go into the Excel data and then go back in PowerPIvot, it automatically refreshes.
Explore how PowerPivot and SSAS automatically generate implicit measures, and how to create explicit measures such as sum and max using sigma auto sum and pivot tables.
Perspectives tailor a model for different audiences by hiding tables and columns; English and French views show the concept. Choose to load into SSAS tabular or SharePoint to enable perspectives.
Create and order hierarchies in Power Pivot (Excel) and SSAS tabular DAX model by dragging fields into a single-column hierarchy; hide originals to avoid clutter.
Explore pivot table structure with filters, rows, columns, and values. Learn to apply subtotals, grand totals, and include filtered items in totals to show detail versus overall totals.
Why would you want to show no data in rows or columns? When you are looking for gaps, for absence of data (for no sales of a product, for example).
Learn to create running totals and cumulative sales by year in Power Pivot tables using value field settings, with formatting to highlight zero years and simplify analysis.
Explore slicers and timelines in Excel to filter pivot tables and the Power Pivot model, connect them to multiple pivot tables, and build an interactive dashboard with charts.
Convert a pivot table to formulas using OLAP tools to query the data model with cube value, extracting measures such as sum of sales amount without pivot tables.
Explore dax functions for Power Pivot and ssas tabular, including over 220 functions with new 2016 additions, and learn to apply them to imported data and hierarchies.
Create calculated columns to convert sales from pounds to dollars using an exchange rate, add and name the column, and relate it across tables in Power Pivot and SSAS.
+ - * / & and implicit conversion
BLANKs cascade into future calculations - but you can use ISBLANK to test for them explicitly.
Learn how and, or, and not operate in dax for power pivot and ssas, using nested or conditions to handle cases like less than five or greater than ten.
Use a DAX switch function to map sales territory keys to descriptions (northwest, northeast, central, southeast, southwest, outside the US), replacing lengthy if statements.
FALSE, TRUE, IFERROR
Explore how measures enable aggregations across SSAS tabular and Excel Power Pivot, distinguish them from calculated fields and columns, and use Autosum and sigma to create sum and average aggregates.
Explore standard aggregations—sum, count, count A, average, max, min, and median—in Power Pivot and SSAS, and learn to sum expressions via calculated columns and measures.
SUMX, COUNTX, AVERAGEX, MINX, MAXX, MEDIANX
Learn how to use distinct count in PowerPivot and SSAS tabular data models to count unique sales order line numbers by category, leveraging measures and DAX for accurate aggregation.
STDEV.P, STDEV.S, VAR.P, VAR.S, STDEVX.P, STDEVX.S, VARX.P, VARX.S,
CEILING, ISO.CEILING, FLOOR, INT, MROUND, ROUND, ROUNDDOWN, ROUNDUP, TRUNC
Explore division functions in Power Pivot (Excel) and SSAS Tabular DAX model by using mod to get remainders and quotient with a 5,2 example, and compare it to int's behavior.
Explore how abs and sign functions handle positive, negative, and zero values, and use sign with switch to classify product cost and sales amount comparisons.
EXP, LN, LOG, LOG10, SQRT, SQRTPI, POWER
CURRENCY, FACT, PI, RAND, RANDBETWEEN
FIND, SEARCH
LEFT, LEN, MID, RIGHT, REPLACE
FIXED, FORMAT, VALUE
CONCATENATE, EXACT, LOWER, UPPER, REPT, TRIM
Reviews:
"In just the first few lessons, I have already been able to apply what I have learned at my job. Thank you for this course!" -- Cynthia Smith
"The Instructor is easy to understand and he gives exercises to test your understanding which is what I prefer rather than just listening to lectures. I will definitely take more of Mr Burton's classes as I like his teaching style." -- Tamuka Mazana
This course covers one of the most useful add-ins in Microsoft Excel, PowerPivot, and the Tabular model in SQL Server Analytical Services.
Please note: This course is not affiliated with, endorsed by, or sponsored by Microsoft.
We'll activate PowerPivot if you have the right version of Excel, and if not, then we'll install SQL Server on your computer, which can do the same job. We'll install the Developer edition, which used to cost $100, for free.
After PowerPivot is activated, or SQL Server is installed, we'll create our first analysis in Excel or SQL Server in just a matter of minutes.
After only these first few minutes, you will be streets ahead of anyone who doesn't know anything about Power Pivot.
After this introduction, we'll go into some detail into PowerPivot or SSAS - the initial data, and the various options that are available to you. We will go into advanced options that most people don't even know about, but which are very useful.
Then we'll develop DAX formulas, to further extend the model. A lot of the formulas are based on Excel formulas, but there are several additional things too.
By the end, you will be an Expert user of both PowerPivot and SSAS, able to create reliable analyses which are able to be drilled-down quickly, and you'll be able to help others with their data analysis.
It will assist with the Model Data section of Microsoft exam 70-779 "Analysing and Visualizing Data with Microsoft Excel".
It will also assist with the "Design a tabular BI semantic model" and "Develop queries using Data Analysis Expressions (DAX)" section of Microsoft exam 70-768 "Developing SQL Data Models".