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.

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

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

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

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

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

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

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

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

Select the StoreKey column. In the Related Lookup Column field. Create a Calculated Column (Tutorial) In this lesson you'll create new data in your PowerPivot workbook by adding a calculated column. Reverse the order. an icon displays at the top of the column. Prerequisites This topic is part of a PowerPivot for Excel tutorial. 3. In the Related Lookup Column field. select GeographyKey. select FactSales. Create a calculated column 1. see Create a Calculated Column. 7. see Create Your First PowerPivot Workbook (Tutorial). 5. Click Create. Check that all relationships have been successfully created by clicking Manage Relationships and reviewing the list. In the PowerPivot window. go to the next topic: Create a Calculated Column (Tutorial). . On the Design tab. 5. Pause the pointer over the icon to display the relationship details. Notice the icon next to the Related Lookup Column field. 4. which should be completed in order. To Create More Relationships between the data from Access and Excel 1.4. 8. 6. This tells you that this relationship is being created in the wrong order. Next Step To continue this tutorial. When you create a relationship. select StoreKey. In the Related Lookup Table field. select the FactSales table. 2. When the relationship is created. A calculated column is based on data that already exists in your PowerPivot workbook. Click the Stores tab. 9. Click Create. 6. using the ProductCategoryKey column in both tables. The Table field and the Column field are auto-populated. For more information. Select Stores as the Related Lookup Table and select StoreKey as the Column. you must select a column with unique values for the Related Lookup Column. Repeat the steps for DimProductSubcategory (as the table) and ProductCategory (as the lookup table). Move FactSales to the Table field and select StoreKey as the Column. click Create Relationship. For information about prerequisites and the first step in the tutorial.

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

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

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

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

On the PowerPivot tab in Excel. Because FactSales and other tables are filtered. Note This PivotChart displays percentage values for each product category. 10. Resize the chart to make sure that all product categories are displayed. but if you want to delete a chart at some point. In the ProductCategory table. Delete a PivotChart Keep the PivotCharts in the workbook in order to complete the tutorial. 5. Click Close. Select Existing Worksheet and click OK. Next. 4. select the title (Total) and change it to Profit % by Category. These are simple analyses of your data. Save your PowerPivot workbook. On your pie chart. 9. In the FactSales table. Scroll down and select the first Pie chart type and click OK. 11. follow these steps. select the 3-dimensional style with a black background and click OK. To delete a PivotChart. right-click and select Add Data Labels.To Add Another PivotChart to Your Analysis 1. 2. 5. 8. On your pie chart. Next Step . Start on the worksheet that contains your Profit by Category PivotTable. 2. you add and format data labels. 1. 3. select the TotalProfit field. 4. click the arrow below PivotTable and select PivotChart. click inside the PivotChart. Ensure this field displays in the Values window of the Field List. Deleting the PivotChart does not delete any associated PivotTable reports or data. 6. select the ProductCategoryName field. Right-click again and select Format Data Labels. the percentages are percentages of total sales in six of the eight categories of Contoso products. In the PivotChart Tools tab. Excel adds an empty PivotChart to the same worksheet that contains your Profit by Category PivotTable. then select the Percentage checkbox and deselect Value. To Delete a PivotChart 1. you will add Slicers. select Design and click Change Chart Type. 7. 2. Ensure this field displays in the Axis Fields window of the Field List. To dig deeper. Resize the chart to make sure that all product categories are displayed. Right-click and select Cut. Highlight Label Options. In the Chart Styles group. 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. select ProductCategoryName. 1. 4. Click OK. Sometimes Slicers must be resized in order to display their contents correctly. select ChannelName. 1. 7. Add Slicers to a PivotTable To Add Slicers to the Profit by Category PivotTable 1. Right-click the RegionCountryName Slicer and select Size and Properties. For information about prerequisites and the first step in the tutorial. 3. 3. click Options. Verify that Display header is selected. Resize the RegionCountryName Slicer by adding columns. In the Number of columns dropdown. Under the DimProductSubcategory table. 2. Click Insert Slicer. Click Close. go to the next topic: Add Slicers to PivotTables (Tutorial). In the Caption box. 5. 3. select ProductSubcategoryName. Slicers can be used in both Microsoft Excel workbooks and PowerPivot workbooks. Click OK. Click anywhere inside the Profit by Category PivotTable to display the PowerPivot Field List. see Create Your First PowerPivot Workbook (Tutorial). which should be completed in order. locate the Geography table and select RegionCountryName. 6. to interactively filter and analyze data. In the PivotTable Tools area of the Excel ribbon. In this lesson you will use PowerPivot Slicers to control what data appears in your PivotTable. Under the DimChannel table. select 4. To move the Slicers. click the gray border and drag. 8. 2.To continue this tutorial. 3. The title of the ProductSubcategoryName Slicer is truncated. Prerequisites This topic is part of a PowerPivot for Excel tutorial. 2. In the Insert Slicers window. Highlight Position and Layout. To format this Slicer. 2. Under the ProductCategory table. Format Slicers To Format Slicers 1. right-click the Slicer and select Slicer Settings. type Subcategory. .

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

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

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