Create Your First PowerPivot Workbook (Tutorial) Welcome to the Microsoft PowerPivot for Excel tutorial for creating

your first PowerPivot workbook. PowerPivot is an add-in for Microsoft Excel 2010 that enables you to import millions of rows of data from multiple data sources into a single Excel workbook, create relationships between heterogeneous data, create calculated columns and measures using formulas, build PivotTables and PivotCharts, and then further analyze the data so that you can make timely business decisions without requiring IT assistance. Start the tutorial now: Add Data to Your PowerPivot Workbook (Tutorial). Tutorial Scenario In this tutorial, you will complete a scenario for analyzing international electronic sales. The fictitious company, Contoso, is used for all examples. Imagine you are an analyst for an electronics company called Contoso Electronics. You want to examine sales over time and compare sales by product type, year, and country. During the course of this tutorial, you will use PowerPivot to:
      

Import data from multiple sources. Create linked data. Create relationships between data from different sources. Rename columns. Create PivotTables and PivotCharts. Add Slicers. Save the resulting Excel spreadsheet.

Prerequisites Make sure that the following are installed:
 

Microsoft Microsoft Excel 2010

For more information, see Install PowerPivot for Excel. Additionally, to follow along with the tutorial, you will need the PowerPivot for Excel Tutorial Sample Data – Version 2. The sample data that is used in this tutorial is from the fictional company Contoso and is stored in Access databases and Excel worksheets. If you prefer to import the same data from a SQL Server database instead, download and restore the full Contoso database to a server. Depending on the Contoso version there could be minor differences in the data, but you should be able to complete the tutorial successfully.

For WindowsXP
In and Windows 7, features in the PowerPivot window are available on a ribbon. In Windows XP, features are available from a set of menus. If you are using Windows XP and want to see

how the menu commands relate to the ribbon commands, see The PowerPivot UI in Windows XP. What You Will Learn This tutorial is divided into the following lessons: Add Data to Your PowerPivot Workbook (Tutorial) Save Your PowerPivot Workbook (Tutorial) Create Relationships between Tables (Tutorial) In this lesson, you will learn how to import data from a variety of data sources, including Access databases and Excel worksheets. In this lesson, you will learn the difference between saving your Excel workbook and saving your PowerPivot workbook. In this lesson, you will learn how to view and create relationships between the data that you have imported. By creating relationships between data from different sources, you will be able to perform analysis on your whole set of imported data. In this lesson, you will create a new column that is based on data in the table. This calculated column will later be used in PivotTables and PivotCharts. In this lesson, you will use PivotTables to represent your data in a way that enables you to analyze the data in detail. In this lesson, you will use PivotCharts to graphically represent your data. PivotCharts also help in analyzing your data in detail. Slicers are one-click filtering controls that narrow the portion of a data set shown in PivotTables and PivotCharts. In these lessons you will learn how to add Slicers to your PivotTables and PivotCharts to interactively filter and analyze data.

Create a Calculated Column (Tutorial) Create a PivotTable from PowerPivot Data (Tutorial) Create a PivotChart from PowerPivot Data (Tutorial) Add Slicers to PivotTables (Tutorial), and Add Slicers to PivotCharts (Tutorial)

Add Data to Your PowerPivot Workbook (Tutorial) As with any Excel workbook, in PowerPivot for Excel you can add data from a wide variety of data sources, including: a relational database, a multidimensional database, data feeds, an Excel table, or a Reporting Services report. You can also add data from files on your local computer, and use data that you download from the Web. However, unlike Excel, you can then create relationships between these data to form a single data set, and then perform analyses against this data. You are not limited to one million rows either -- PowerPivot enables you to add and work with millions of rows of data locally, depending on the actual physical memory available on your desktop computer. What You Will Learn PowerPivot supports importing data from a variety of sources, including: SQL Server databases, Analysis Services cubes, Access databases, Excel worksheets, text files, data feeds, and more. For a full list of supported data sources, see Data Sources Supported in PowerPivot Workbooks.

For information about prerequisites and the first step in the tutorial. 1. see Create Relationships between Tables (Tutorial). select the data to load. PowerPivot can import data from a variety of relational sources: Access.In most cases. 4. Teradata. Prerequisites This topic is part of a PowerPivot for Excel tutorial. When importing data from a database. For more information. DB2. Informix. Sybase. . you must create relationships between the data from the relational database and the other data in your PowerPivot workbook. which should be completed in order. the wizard also enables you to specify a custom query to import exactly the data that you want. You will do this in the next lesson. and import that data into your PowerPivot workbook. Add Data by using the Table Import Wizard (Tutorial) Add Data by using a Custom Query (Tutorial) Add Data by using Copy and Paste (Tutorial) Add Data by using an Excel Linked Table (Tutorial) Next Step To continue this tutorial. you will use the Table Import Wizard to connect to a database. In the Excel window. on the PowerPivot tab. Create a Connection to an Access Database 1. Add Data by using the Table Import Wizard (Tutorial) In this lesson. The wizard guides you through the process of setting up a connection to a data source and choosing what data to import. 3. you will see how to use the Table Import Wizard and these other methods. data can be loaded using a custom query or stored procedure. 2. and more. you will use the Table Import Wizard to import data. including selecting a subset of the rows and columns in the data source. Keep in mind that in order to use this data in your analysis. see Create Your First PowerPivot Workbook (Tutorial). Navigate to the location on your computer where you downloaded the samples and double-click Stores. The process for importing data from each of these relational sources is very similar to what is described below. In the following topics. You can also import data by pasting it from an Excel worksheet or by linking directly to an Excel worksheet. click PowerPivot Window. Additionally. go to the next topic: Add Data by using the Table Import Wizard (Tutorial). 2. Instructions for creating relationships are provided in a later lesson. Oracle. You will use the stores data in a later lesson.

You will apply a filter to one of the other tables before importing it. 7. and you don't want to include those in your analysis. This launches the Table Import Wizard which guides you through setting up a connection to a data source. and FactSales. Categories 7 and 8 include games and home appliances. 6. clear the checkbox. click From Database and select From Access. 6. on the Home tab. DimProduct. At the top of the ProductCategoryKey column. Since the descriptions are almost identical to the names. you will apply a filter so that you import only the data for these categories. click Browse.3. Filter the Table Data prior to Importing 1. DimProductSubcategory. Clear the checkboxes at the top of the columns for all the columns from ClassID through StockTypeName (a total of 15 columns) and then click OK. 4. Since you’re interested in only some of the products. if you click on that link you’ll see a textual description of the filters that you just applied. DimDate. The Preview Selected Table window opens with all the columns in the DimProduct table displayed. click the arrow and deselect 7 and 8. Notice that the words Applied filters are now displayed in the Filter Details column in the DimProduct row. Click Next and verify that Select from a list of tables and views to choose the data to import is selected. select ContosoSales. Select the row for the DimProduct table and click Preview & Filter. In the PowerPivot window. Import the Selected Table and Column Data . so that you eliminate the same categories. At the top of the ProductSubcategoryDescription column. Now that you have connected to the database and selected the tables to import. 3. so click Next to display a list of all the source tables within the database. type ContosoDB from Access. go to the next section headed Filter the Table Data prior to Importing. You want to select from a list of tables and views. Select the check box for the following tables: DimChannel. Click OK. 4. Filter the Table Data prior to Importing The FactSales and DimProduct tables that you are importing from the Access database contain a subset of the data from the original SQL Server Contoso database: sales and products from two categories (games and home appliances) are not included. In the Database name field. You will also filter out some of the columns from the DimProduct table. 8. there is no need to import both columns. In the Friendly connection name field. and eliminating unnecessary columns will make your workbook smaller. Navigate to the location where you downloaded the sample files. 5. 5. 2. 7. Now select the row for DimProductSubcategory and click Preview & Filter. and click Open.

PowerPivot can import data from a variety of relational sources: SQL Server. For more information about relationships. Import the Selected Table and Column Data 1. To Create a Connection to an Access Database . click Finish.Finally. see Creating Relationships Between Tables. If the data changes at the source. import the selected data. Instructions for creating relationships are provided in a later lesson. you will connect to a Microsoft Access database and use a custom query to import data into your PowerPivot workbook. Oracle. and running the query to import the data into your PowerPivot workbook. you will have to create relationships between the data from the Access database and the other data in your PowerPivot workbook. see Create Relationships between Tables (Tutorial). Informix. For more information. see Refreshing or Changing Imported Data. For information about prerequisites and the first step in the tutorial. Next Step To continue this tutorial. Sybase. Review your selections. Prerequisites This topic is part of a PowerPivot for Excel tutorial. Click Close. Teradata. see Create Your First PowerPivot Workbook (Tutorial). and more. For more information. Keep in mind that in order to use this data in your analysis. you can keep the data imported into the PowerPivot window up-to-date by using data refresh. An Access database is a relational data source. go to the next topic: Add Data by using a Custom Query (Tutorial). If everything looks OK. Each table has been added as a new tab in the PowerPivot window. locating the query file. a message indicating success is displayed. Add Data by using a Custom Query (Tutorial) In this task. the wizard displays how many rows have been fetched. which should be completed in order. The wizard closes and the PowerPivot window is visible. Notice that you imported more than 2 million rows from the FactSales table alone. When all the data has been imported. While importing the data. The wizard imports the table relationships along with the table data. Importing data from the Access database involves connecting to the database. DB2. 2.

and then click Next. 2. This starts the Table Import Wizard which guides you through setting up a connection to a data source. In the Friendly Query Name box. In this lesson. The SQL Statement appears in the window. click Close. In the Friendly Name box. A summary of the columns you are importing is displayed. Validate. 4. Use a Query to Select the Data to Import The procedure for using the Table Import Wizard to import by selecting from a list of tables was described in the previous lesson in this tutorial. Navigate to the location where you downloaded the sample files. 7. So instead of duplicating those steps. go to the next topic: Add Data by using Copy and Paste (Tutorial). Select the Write a query that will specify the data to import option. 4. click From Database and select From Access. In the Database name field.1. In the PowerPivot window. 2. refreshing keeps your PowerPivot data up-to-date. For more information. You can either import a query. see Refreshing or Changing Imported Data. You can keep this data current by refreshing. you will use a custom query to import this set of Access data. When the import is finished. Type ProductCategory and then click Enter. Next Step To continue this tutorial. Select SQLQuery and then click Open. Rename the new table by right-clicking the Product Category Query tab and selecting Rename. Click Design to open the Query Builder window. The Table Import wizard guides you through the steps. Click Import and navigate to the location on your computer where you saved the samples. Click OK. 6. on the Home tab. you will import a query that you received from the IT department. select ProductCategories. 5. 8. and then Finish. To Use the Query Designer Tool to Select the Data to Import 1. click the file down arrow and select All files (*. The data is displayed as a new table named Product Category Query in your PowerPivot workbook. 9. type Product Category Access DB. This query selects all data from the ProductCategory table except GAMES and TOYS and HOME APPLIANCES. and then click Open. 3. . type Product Category Query. If you do not see the file listed. Click Next. click Browse. copy and paste the text of an existing query. If the contents of the Access database change. 3. 10. or write a new query by using the PowerPivot graphical query builder.*).

which might affect your ability to create relationships with this data. For more information. which should be completed in order. Prerequisites This topic is part of a PowerPivot for Excel tutorial. Keep in mind that in order to use this data in your analysis. Note Be sure to select only this range of cells and not whole rows and columns. Instructions for creating relatioships are provided in a later lesson. Navigate to the location on your computer where you downloaded the samples and double-click Geography.Add Data by using Copy and Paste (Tutorial) In this task. This opens a new Excel worksheet and you are no longer in the PowerPivot window. Next Step To continue this tutorial. click Rename. 3. 5. To rename the table. on the Home tab. Copy and Paste from an External Excel Worksheet The Sales department has an Excel spreadsheet that contains data about the location of areas where Contoso is currently selling products. Make sure that the table data is correct. To Copy and Paste from an External Excel Worksheet 1. Back in your PowerPivot window. see Create Your First PowerPivot Workbook (Tutorial). you will add data to your PowerPivot workbook by copying it from a Microsoft Excel worksheet and pasting it into the PowerPivot window. Highlight and copy cells A1 through J675. right-click the tab. The new table is created in the PowerPivot window. Add Data by using an Excel Linked Table (Tutorial) . and then click OK. go to the next topic: Add Data by using an Excel Linked Table (Tutorial). For information about prerequisites and the first step in the tutorial. Selecting whole rows and columns imports empty cells. You will copy the data that you need from this worksheet. click Paste. 2. see Create Relationships between Tables (Tutorial). and paste it into your PowerPivot workbook. you will have to create relationships between the data from the Access database and the other data in your PowerPivot workbook. 4. and then type Geography. The Paste Preview dialog displays the new table that will be created. select Use first row as column headers.

1. Prerequisites This topic is part of a PowerPivot for Excel tutorial.A Linked Table is a table that has been created in a worksheet in the Excel window. On the PowerPivot tab in Excel. This opens the PowerPivot window and you can see that a new table has been created – notice the Link icon on the tab. Keep in mind that in order to use this data in your analysis. which should be completed in order. In the Excel window. see Create Your First PowerPivot Workbook (Tutorial). 3. automatically reflect changes that were made to the source. on the other hand. The new table that will appear in the PowerPivot window always has the same name as the table in Excel. but is linked to a table in the PowerPivot window. Linked tables must reference Excel data found in a separate Excel window within the same PowerPivot workbook. The advantage of creating and maintaining the data in Excel. put your pointer in any of the cells of the Stores worksheet and format it as a table (CTRL+T). Click the Design tab. 5. To Create a Linked Table 1. Change the value in cell C2 from 35 to 37. you will create a link from the Stores data in the worksheet in your Excel window to the table in the PowerPivot window. you should give the Excel table a meaningful name before you create the linked table in PowerPivot. etc) but you can easily rename tables by using the Excel interface. 2. Be sure to select My table has headers. This means that any change made to the source data will be automatically updated in your linked table in the PowerPivot window. For information about prerequisites and the first step in the tutorial. Create a Linked Table In the previous task (Add Data by using Copy and Paste (Tutorial)) the Geography table is static because after you pasted the data. Table2. go to the next topic: Save Your PowerPivot Workbook (Tutorial). Excel automatically generates names for tables (Table1. Next Step To continue this tutorial. see Create Relationships between Tables (Tutorial). you must create relationships between the data in the linked table and the other data in your PowerPivot window. For more information. on the Linked Table tab. In this task. click Go to Excel Table to return to the source table in the Excel window. is that you can continue to modify the values in the Excel worksheet. 2. By default. In the PowerPivot window. Therefore. it is not automatically updated. while you are using the data for analysis in PowerPivot. click Create Linked Table. . instead of importing it or pasting it in. Return to the PowerPivot window. Linked tables. 4. In the Properties area. and you'll see that the corresponding row has now been updated to the new value as well. under Table Name: type Stores.

Create Relationships between Tables (Tutorial) In this lesson you will use PowerPivot to view and create relationships between data from different data sources. Relationships in PowerPivot are created either by manually joining tables in the PowerPivot window. Next Step Congratulations. which should be completed in order. which should be completed in order. Prerequisites This topic is part of a PowerPivot for Excel tutorial. . For example. You will save the workbook as the default file type of Excel Workbook (*. For information about prerequisites and the first step in the tutorial. For information about prerequisites and the first step in the tutorial. 2. see Understanding Relationships. Prerequisites This topic is part of a PowerPivot for Excel tutorial. In the File name text box. click the File tab. For a list of supported file types. type PowerPivotTutorialSample and then click Save. Save your PowerPivot Workbook 1. see Create Your First PowerPivot Workbook (Tutorial). see Learn About PowerPivot Capabilities. For example. or automatically if PowerPivot for Excel detects existing relationships when importing data into a PowerPivot workbook. you'll learn how to create relationships between the tables of data you've imported. but they often do.xlsx). the DimProduct table and the DimProductSubcategory table have a relationship based on the fact that each product belongs to a subcategory. The Save As dialog box opens. A relationship is a connection between two tables of data that establishes how the data in the two tables should be correlated. A relationship is created between two tables by joining columns that contain similar or identical data. see Create Your First PowerPivot Workbook (Tutorial). you have created your first PowerPivot workbook! In the next lesson. In the Excel window. the DimProduct and DimProductSubcategory tables are related by the ProductSubcategoryKey columns that occur in both tables. Create Relationships between Tables (Tutorial).Save Your PowerPivot Workbook (Tutorial) Save your PowerPivot workbook for use in future tutorial lessons. The columns do not have to have the same name. 3. For more information about relationships. Click Save As.

Integrate columns from multiple tables into a PivotTable or PivotChart. Review Existing Relationships You already have data from three different sources in your PowerPivot workbook:    Sales and product data imported from an Access database. Easily look up values in related tables using Data Analysis Expressions (DAX) formulas. . you should see the following relationships. The Table field and the Column field are auto-populated. on the Design tab. Data copied from. 2. your data sources must have relationships between them. which were created when the first Access database was imported: Table DimProduct [ProductSubcategoryKey] FactSales [channelKey] FactSales [DateKey] FactSales [ProductKey] 3. Right-click the GeographyKey column header and select Create Relationship. Product category data imported from an Access database. in the Relationships group. Related Lookup Table DimProductSubcategory [ProductSubcategoryKey] DimChannel [ChannelKey] DimDate [Datekey] DimProduct [ProductKey] To Create Your First Relationship 1. Create New Relationships between Data from Separate Sources Now that you have reviewed the relationships that were created automatically. click Manage Relationships. In the Related Lookup Table field. you will create additional relationships. In the PowerPivot window. select Geography. and linked to. an Excel spreadsheet that contains store information. Click Close. relationships enable you to:    Filter data in one table by columns of data from related tables. To Review Existing Relationships 1. Existing relationships were automatically imported for you together with the data. Click the Stores tab. In the Manage Relationships dialog box. More specifically.Why Create Relationships? In order to perform any meaningful analysis. 3. 2.

Pause the pointer over the icon to display the relationship details. select StoreKey. select the FactSales table. 5. see Create a Calculated Column. Click Create. 6. In the Related Lookup Column field. Reverse the order. Select the StoreKey column. you must select a column with unique values for the Related Lookup Column. Click Create. select GeographyKey. On the Design tab. select FactSales. Repeat the steps for DimProductSubcategory (as the table) and ProductCategory (as the lookup table). This tells you that this relationship is being created in the wrong order. 4. 3. A calculated column is based on data that already exists in your PowerPivot workbook. In the Related Lookup Table field. using the ProductCategoryKey column in both tables. For information about prerequisites and the first step in the tutorial. When you create a relationship. In the PowerPivot window. 5. Prerequisites This topic is part of a PowerPivot for Excel tutorial. 8. an icon displays at the top of the column. go to the next topic: Create a Calculated Column (Tutorial). For more information. see Create Your First PowerPivot Workbook (Tutorial). Next Step To continue this tutorial.4. 9. Notice the icon next to the Related Lookup Column field. Create a calculated column 1. 7. Check that all relationships have been successfully created by clicking Manage Relationships and reviewing the list. Move FactSales to the Table field and select StoreKey as the Column. which should be completed in order. Create a Calculated Column (Tutorial) In this lesson you'll create new data in your PowerPivot workbook by adding a calculated column. 6. When the relationship is created. . In the Related Lookup Column field. Click the Stores tab. The Table field and the Column field are auto-populated. 2. To Create More Relationships between the data from Access and Excel 1. click Create Relationship. Select Stores as the Related Lookup Table and select StoreKey as the Column.

If not. When you have finished building the formula. and discover trends. 4. Now you will add a PivotTable. In the formula bar above the table.2. AutoComplete helps you type the fully qualified names of columns and tables. see the following topics on Microsoft Office Online for an introduction: PivotTable and PivotChart reports Overview of PivotTable and PivotChart reports Prerequisites This topic is part of a PowerPivot for Excel tutorial. in the Columns group. go to the next topic: Create a PivotTable from PowerPivot Data (Tutorial). It already has the data imported and relationships created. For tips on how to use AutoComplete. detect patterns and relationships. Rename the column by right-clicking CalculatedColumn1 and selecting Rename Column. which should be completed in order. click Add. and lists the functions that are available.[ReturnAmount]. =[SalesAmount] . Next Step To continue this tutorial. 5. You can make comparisons. see Building Formulas for Calculated Columns and Measures. 3. If you scroll down through the table. Create a PivotTable from PowerPivot Data (Tutorial) Once you've added data to your PowerPivot workbook. Important . For information about prerequisites and the first step in the tutorial. PivotTables help you efficiently analyze your data in detail. On the Design tab. and then press ENTER.[TotalCost] . Type TotalProfit. Values are populated for all the rows in the calculated column. see Create Your First PowerPivot Workbook (Tutorial). type the following formula. you will see that rows can have different values for this column. This tutorial assumes that you are already familiar with using PivotTables and PivotCharts. press ENTER to accept the formula. Add a PivotTable to Your Analysis You'll continue using the PowerPivot workbook you created in the previous tasks. based on the data that is in each row.

Select the empty PivotTable. In the Format Cells window. . If you get an error message telling you the data list is no longer valid. click PivotTable. Ensure this field displays in the Row Labels window of the Field List. right-click the table and select Refresh Data. by quarters from first quarter 2007 through fourth quarter 2009. select the CalendarQuarter field. The Sales by Channel PivotTable lists the sum of sales for Contoso and for each Sales Channel.Always create PivotTables from the PowerPivot window or the PowerPivot tab in the Excel window. move this field from the Values box into the Column Labels box. 9. Change column widths if numbers aren’t readable. Select the empty PivotTable. scroll down and locate the FactSales table. click PivotTable. but standard Excel PivotTables cannot access your PowerPivot data. Click OK. There is also a PivotTable button on the Insert tab in the Excel window. right-click and select Format Cells. 7. 6. 3. In the Excel window. To Add Another PivotTable to Your Analysis 1. select Currency and make sure that 2 is selected in the Decimal places dropdown. Select New Worksheet. on the PowerPivot Home tab. If you get an error message telling you the data list is no longer valid. Excel adds an empty PivotTable to the location you specified and displays the PowerPivot Field List. In the DimChannel table. 2. erasing the current text. 2. Rename the PivotTable by double-clicking Sum of SalesAmount in the first cell. Select New Worksheet. In the PowerPivot window. Highlight the data cells. select the ChannelName field. In the PowerPivot Field List. 8. Ensure this field displays in the Values window of the Field List. 4. right-click the table and select Refresh Data. and typing Sales by Channel. 5. In the DimDate table. To Add a PivotTable to Your Analysis 1. 3. In the PivotTable Field List. The Field List displays two sections: a field section at the top for adding and removing fields. Excel adds an empty PivotTable to the location you specified and displays the PowerPivot Field List. Select $ for Symbol. Format the display of the data to make it easier to read and compare. and a section at the bottom for rearranging and repositioning fields. on the PowerPivot tab. Select the SalesAmount field.

In the PivotTable Tools tab. right-click and select Format Cells. drag this field from the Values window into the Column Labels window. To dig deeper. This tutorial assumes that you are already familiar with using PivotTables and PivotCharts. Select Entire PivotTable. you will add a PivotChart and Slicers. 2. 5. In the Actions group.4. and typing Profit by Category. In the Format Cells window. Delete a PivotTable Keep the PivotTables in the workbook in order to complete the tutorial. These are simple analyses of your data. 9. Change column widths if numbers are not readable. by year. The Profit by Category PivotTable lists the sum of profits. patterns. In the PowerPivot Field List. but if you want to delete a table at some point. scroll down and locate the FactSales table. select Currency and make sure that 2 is selected in the Decimal places dropdown. locate the ProductCategory table. 6. click Select. In the PowerPivot Field List. Format the display of the data to make it easier to read and compare. 7. PivotCharts help you efficiently summarize. Ensure this field displays in the Row Labels window of the Field List. select Options. see the following topics on Microsoft Office Online for an introduction: . Ensure this field displays in the Values window of the Field List. locate the DimDate table. To Delete a PivotTable 1. follow these steps. PivotCharts provide an interactive graphical representation of your data and help you see comparisons. 10. Select $ for Symbol. Select the CalendarYear field. explore. erasing the current text. 3. and trends. Create a PivotChart from PowerPivot Data (Tutorial) Once you've added data to your PowerPivot workbook. In the PivotTable Field List. Select the TotalProfit field. On the Home ribbon select Delete and then click Delete Sheet. 8. 4. go to the next topic: Create a PivotChart from PowerPivot Data (Tutorial). and present your data. for each Contoso product category. analyze. Click inside the PivotTable. 11. Highlight the data cells. Click OK. In the PowerPivot Field List. Next Step To continue this tutorial. Select the ProductCategoryName field. If not. Rename the PivotTable by double-clicking Sum of TotalProfit in the first cell.

7. 3. 9. relationships created. . see Create Your First PowerPivot Workbook (Tutorial). 6. Click Number and in the Category list. Ensure this field displays in the Values window of the Field List. select Design and then Change Chart Type. In the DimChannel table. There is also a PivotChart button on the Insert tab in the Excel window. 2. Right-click the Sum of SalesAmount axis label and select Value Field Settings. 4. The PivotChart and PivotTable now display the same data – in very different layouts. Select Existing Worksheet and click OK. In the PivotTable Field List. Format the display of the data to make it easier to read and compare. select CalendarQuarter. Set Decimal places to 0. select the SalesAmount field. On the PowerPivot tab in Excel. Start on the worksheet that contains your Sales by Channel PivotTable. Add a PivotChart to Your Analysis You'll continue using the PowerPivot workbook you created in the previous tasks. 8. 3. 5. move this field from the Axis Fields box into the Legend Fields box. Change Custom Name to Sales by Channel and then click OK. It already has the data imported. and PivotTables added. 4. 2. and then click Close. but standard Excel PivotCharts cannot access your PowerPivot data. Select the first chart in the Line group and then click OK. move this field from the Values box into the Axis Fields box.PivotTable and PivotChart reports Overview of PivotTable and PivotChart reports Prerequisites This topic is part of a PowerPivot for Excel tutorial. For information about prerequisites and the first step in the tutorial. which should be completed in order. In the FactSales table. select Currency. In the DimDate table. 1. Right-click the axis numbers and select Format Axis. To Add a PivotChart to Your Analysis 1. select the ChannelName field. click the arrow below PivotTable and select PivotChart. Excel adds an empty PivotChart to the same worksheet that contains your Sales by Channel PivotTable. Select the empty PivotChart and in the PivotChart Tools tab. Important Always create PivotCharts from the PowerPivot window or the PowerPivot tab in the Excel window. In the PivotTable Field List.

In the ProductCategory table. Highlight Label Options. In the PivotChart Tools tab. To dig deeper. 3. Note This PivotChart displays percentage values for each product category.To Add Another PivotChart to Your Analysis 1. Select Existing Worksheet and click OK. On the PowerPivot tab in Excel. On your pie chart. Resize the chart to make sure that all product categories are displayed. Deleting the PivotChart does not delete any associated PivotTable reports or data. To Delete a PivotChart 1. Right-click again and select Format Data Labels. These are simple analyses of your data. 11. Because FactSales and other tables are filtered. select the title (Total) and change it to Profit % by Category. select Design and click Change Chart Type. 7. 2. 1. select the 3-dimensional style with a black background and click OK. 10. Click Close. you will add Slicers. 2. 9. 5. To delete a PivotChart. Next. right-click and select Add Data Labels. Excel adds an empty PivotChart to the same worksheet that contains your Profit by Category PivotTable. you add and format data labels. but if you want to delete a chart at some point. Next Step . 4. follow these steps. In the FactSales table. 4. Start on the worksheet that contains your Profit by Category PivotTable. In the Chart Styles group. Resize the chart to make sure that all product categories are displayed. 3. Delete a PivotChart Keep the PivotCharts in the workbook in order to complete the tutorial. click the arrow below PivotTable and select PivotChart. Ensure this field displays in the Values window of the Field List. 5. the percentages are percentages of total sales in six of the eight categories of Contoso products. Scroll down and select the first Pie chart type and click OK. click inside the PivotChart. select the ProductCategoryName field. Ensure this field displays in the Axis Fields window of the Field List. Right-click and select Cut. 8. select the TotalProfit field. 6. On your pie chart. then select the Percentage checkbox and deselect Value. 2. Save your PowerPivot workbook.

To continue this tutorial. 1. click Options. In the Caption box. Click Insert Slicer. select ProductCategoryName. Click OK. Resize the RegionCountryName Slicer by adding columns. Highlight Position and Layout. 3. For information about prerequisites and the first step in the tutorial. locate the Geography table and select RegionCountryName. 8. 4. 5. right-click the Slicer and select Slicer Settings. Format Slicers To Format Slicers 1. select ProductSubcategoryName. see Create Your First PowerPivot Workbook (Tutorial). 3. Arrange the slicers so that they can all be seen. Add Slicers to PivotTables (Tutorial) Slicers are one-click filtering controls that narrow the portion of a data set shown in PivotTables and PivotCharts. 2. In the Number of columns dropdown. Click Close. Sometimes Slicers must be resized in order to display their contents correctly. Under the ProductCategory table. 7. click the gray border and drag. 2. 3. 2. 1. Under the DimProductSubcategory table. select ChannelName. type Subcategory. In the Insert Slicers window. 6. select 4. In this lesson you will use PowerPivot Slicers to control what data appears in your PivotTable. Right-click the RegionCountryName Slicer and select Size and Properties. To format this Slicer. In the PivotTable Tools area of the Excel ribbon. The title of the ProductSubcategoryName Slicer is truncated. 3. Add Slicers to a PivotTable To Add Slicers to the Profit by Category PivotTable 1. Verify that Display header is selected. go to the next topic: Add Slicers to PivotTables (Tutorial). Under the DimChannel table. Click OK. to interactively filter and analyze data. which should be completed in order. . Prerequisites This topic is part of a PowerPivot for Excel tutorial. To move the Slicers. 2. Click anywhere inside the Profit by Category PivotTable to display the PowerPivot Field List. Slicers can be used in both Microsoft Excel workbooks and PowerPivot workbooks.

One at a time. 2. Sales of Desktops dropped significantly. profit increase was fairly flat in those 2 channels. go to the next topic: Add Slicers to PivotCharts (Tutorial). While most sales were made in stores. Drag the corners until all content is visible. Based on what we discover. what can be done to maximize profits from this channel? 2. and North America are decreasing. Profits have more than doubled for cellphone accessories. Prior to that. Perhaps Contoso should close this channel? 5. to make intelligent business decisions. only 21 million came from catalog sales. click Online. Given that most sales come from stores. Catalog should now be the only shaded item in the Slicer list. To what can this jump be attributed? 3. 1. 3. In the ChannelName Slicer. Contoso can use this information. Clear the filters you have set by clicking the icon in the upper-right corner of the Slicer.4. store profit percentage increase was the lowest. Catalog sales saw profits drop from almost 10 million (2007) to 4 million (2009). 2. and Store to reveal those profit trends. and recording pens with the biggest percentage increase coming from online sales. we may have to redistribute marketing budgets and/or close channels. Continue to format your Slicers as needed. Use Slicers to Analyze your PivotTable Data To Use Slicers to Analyze your PivotTable Data 1. televisions. Reseller. With total profits of almost 260 million. select Catalog. At Contoso we want to evaluate our sales profit trends by channel. However. Profits in Asian countries are increasing whereas profits in European countries. 4. Overall profits from the sales of televisions more than doubled from 20072009. By looking at the PivotTable you see that catalog sale profits are declining. Cellphone accessories profits took a significant jump in 2009 for the Reseller and Store channels. store profits are decreasing and reseller profits are decreasing slightly. Dig a bit further by slicing your profit data by subcategory and country. 4. You see that online profits are increasing. most of that increase came in 2008 with very little profit increase seen in 2009. Next Step To continue this tutorial. and much more. Why were profits flat in 2009 and how can they be increased? 4. Add Slicers to PivotCharts (Tutorial) . Here are several interesting things that you might discover: 1.

which should be completed in order. 4. locate the DimDate table and select CalendarYear and CalendarMonth. 2. Click Close. Select the CalendarYear Slicer and resize it so that only 2007. Prerequisites This topic is part of a PowerPivot for Excel tutorial. You will discover that CAMERAS and CAMCORDERS had the highest profit share in the latter months of 2007. 2. 3. Slicer items are displayed in alphabetical and numeric order. click Analyze. Continue to format your Slicers as needed. 6. Explore your data more by using the RegionCountryName Slicer. Uncheck Show items with no data last. Profit share for the other categories shows almost no fluctuation. 1. In the Number of columns dropdown. Right-click RegionCountryName and select Size and Properties. To change this view: 1. and select Slicer Settings. and 2009 are displayed. The PivotChart clearly shows the profit share increase for COMPUTERS and TV and VIDEO (at the expense of CAMERAS and CAMCORDERS) from 2007 to 2009. 2008. 3. click the gray border and drag the Slicers. Click OK. see Create Your First PowerPivot Workbook (Tutorial). 5. with items with no data displayed last. In the Insert Slicers window. To Use Slicers to Analyze your PivotChart Data 1. Right-click the CalendarMonth Slicer. Use the CalendarYear Slicer to explore profit by year. Clicking through the countries reveals many interesting facts. Click OK. To dig even deeper. In this task you will use PowerPivot Slicers to control what data appears in your PivotChart. 3. To Format Slicers 1. Highlight Position and Layout. Under the Geography table. 3. 2. Slicers can be used in both Microsoft Excel workbooks and PowerPivot workbooks. use the CalendarMonth Slicer. Click anywhere inside the Profit % by Category PivotChart to display the PowerPivot Field List. For information about prerequisites and the first step in the tutorial. 2. to interactively filter and analyze data. Click Insert Slicer. Sometimes Slicers must be resized in order to display their contents correctly.Slicers are one-click filtering controls that narrow the portion of a data set shown in PivotTables and PivotCharts. . 2. By default. 4. In the PivotChart Tools area of the Excel ribbon. To Add Slicers to a PivotChart 1. Arrange the Slicers so that they can all be seen. select RegionCountryName. select 6. 4. To move the Slicers.

.Contoso can use this information to make intelligent business decisions.

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