[go: up one dir, main page]

Open In App

Excel Power Pivot – Managing Data Model

Last Updated: 10 Jun, 2024

A

Summarize
Comments
Improve
Suggest changes
Like Article
Like
Share
Report
News Follow

Power Pivot is something that helps us in relating between two different data sets which are in two different worksheets. We can manage and relate any type of data using Power Pivot. It is used for data analysis and creates many different data models. we can collect large data from different sheets and can apply or perform any relation between them. Power Pivot is usable for tables only. If we have any dataset then we need to convert that dataset into tables before using Power Pivot.

Managing Data Model

When data is formed by combining various sources, then those types of data are formed by  Data Modals.

It is created by an existing relationship between two or more tables. It is created automatically when we import two or more tables from a database. Let’s understand how to Manage Data Models using Excel Power Pivot with the help of an example.

Step 1: Open Ms-Excel and save it as any name let’s save it as “Managing Data Model“. 

Then we need to take any dataset, Let’s say we take, three different datasets whose names are Orders, Products, and Return respectively. and our task is to manage the whole data in Power Pivot and find the Sum of Sales in each Region.  

Dataset of Order

Orders-dataset

 

Dataset of Products

Product-dataset

 

Dataset of Return

Return-dataset

 

Step 2: Now, before going to power pivot we need to convert this dataset into tables because Power Pivot is usable for Tables only.  

So, convert this dataset into tables by simply selecting any cell of the Order data set -> then pressing ctrl + t -> then selecting OK. 

Similarly, repeat these steps to convert them into Tables for the Product dataset and Return dataset.  When you convert your dataset into tables then it will show like images mentioned below : 

Conversion of Order Dataset into the table

Table-of-orders

 

Conversion of Product Dataset into the Table

Table-of-products

 

Conversion of the Return Dataset into the Table

Table-of-return

 

Step 3: Now, we need to understand that, we aim to find the Sum of Sales in each region. So the region column is in the first dataset i.e.: Orders. And Sales Column is in the second dataset i.e.; Products so, here PowerPivot came in the role to bring them in a single comparison. To do that, first rename all the table names From Table1, Table2, and Table3 to Orders, Products, and Return respectively. 

To rename a table name just click on any cell of that particular table -> go to Table design -> Rename table name at the top left corner.

Rename Table 1 to Orders

Power-pivot-for-options

 

Rename Table 2 to the Product

Power-pivot-for-products

 

Rename Table 3 to Return

Power-pivot-for-return

 

Step 4: Then go to Option Slide -> go to Power Pivot -> Choose “Add to Data Model” -> then go back to Excel -> Now, Go to Products slide -> then repeat the same step for Product slide also -> then repeat the same step for return slide. 

The common column between the Order dataset and the product dataset is product_id and the common column between the ordered dataset and return dataset is Order_id.  

Open the previous Power Pivot Slide of Order tab -> go to the design tab -> Create Relationship -> Choose Product_id from Order Dataset and Product dataset.

Choosing Product_id from the Ordered Dataset

Product-id-from-Order-dataset

 

Choosing Product_id from the Product Dataset

Product-id-from-product-dataset

 

Similarly, Choose Order_id from the Order dataset and Return dataset. 

Choosing Order_id from the Ordered Dataset

Order-id-from-Order-and-Return-dataset

 

Step 5: You can check Your relationship by going to manage the relationship.

Manage-relationships

 

Here, you can see that both relationships are active. 

Step 6: At last go to the Home tab -> Choose Pivot Table -> it will show you a pop-up -> press ok -> it will bring you to a new slide inside your previous Excel file.

Pressing-ok

 

It will bring you to a new slide inside your Excel file.

New-slide

 

From Pivot Table Fields, Drag “Region” from the Order dataset to Rows.

Dragging-region-to-rows

 

Then, From the product dataset, Drag Sales to Values.

Dragging-sales-to-values

So by doing this way, we managed our data using Power Pivot. In the last above-mentioned image we can see that it is showing the sales done in each region, which is impossible to do without using Power Pivot because Region and sales columns are in two different datasets, if we try to do it with a normal Pivot table then it not be happening, a normal pivot table can be used if these two columns of regions and sales are present in any single dataset. 

Managing Relationship 

Users can edit or delete an existing relationship in the data model.

Steps to see all the Existing Relationships in the Data Model

Step 1: Click the design tab in the Power pivot window.

Step 2: In the Relationship group, click on Manage the Relationship.  

A dialog box appears with all the existing relationships in the data model.

Steps to Edit a Relationship

Step 1: Select the relationship you want to edit.

Step 2: Select the edit button. A dialog box appears for the edit relationship.

Step 3: Now you can make the required changes. 

Step 4: The required changes will reflect on your data after clicking “OK”.  

Steps to Delete the Relationship

Step 1: Select the relationship you want to delete.

Step 2: Select the delete button. 

Note: A alert message will pop up showing how the affected tables will affect the reports after deleting the relationship.

Step 3: Click Ok if you surely want to delete that relationship. The relationship is deleted.

FAQs on Excel Power Pivot

Q1. What is refreshing Power Pivot data?

Answer:

When you make some changes in the Excel table data that is adding, deleting, and changing data in the Excel table. 

The data table will be modified with all the changes in the Excel by following the below steps:

Step 1: Select the linked table tab in the PowerPoint window.

Step 2: Click update all.

Q2: What is Power Pivot in Excel do?

Answer: 

Power pivot allows the user to create Sophisticated data models and powerful data analysis.

Q3: What are the different ways by which users can Create Relationships between tables?

Answer:

Users can create relationships in two ways 

  •  From data view.
  • From diagram view.

Q4: What are the key features of using Power Pivot over Basic Excel?

Answer: 

  • Power Pivot allows you to visualize the data with Pivot charts and Power BI.
  • It lets you import data from multiple sources into one Single Source workbook without creating multiple source sheets.
  • It helps you to manipulate the import data, analyze it, and draw conclusions without making your computer slow.


A

News
Improve
Discuss
Do you want to advertise with us?Click here to know more

How to Create Pivot Chart from Pivot Table in Excel using Java?

A Pivot Chart is used to analyze data of a table with very little effort (and no formulas) and it gives you the big picture of your raw data. It allows you to analyze data using various types of graphs and layouts. It is considered to be the best chart during a business presentation that involves huge data. To add a pivot chart to an Excel worksheet, you need to use the "WorksheetChartsCollection.add" method.  Before Creating a Pivot Chart, one first needs to go through how to Create Pivot Table in Excel using Java. Now let's discuss the steps to create a pivot chart in an Excel file in Java using Free Spire.XLS for Java API. How to Create a Pivot Table in Excel using JavaStep 1: Load the Excel fileWorkbook workbook = new Workbook() String workbookName = "Geeks_For_Geeks.xlsx"; workbook.loadFromFile(workbookName); Step 2: Get the first worksheetWorksheet sheet = workbook.getWorksheets().get(0); Step 3: Get the first pivot table in the worksheetIPivotTable pivotTable = sheet.getPivotTables().get(0); Step 4: Add a clustered column chart based on the pivot table to the second worksheetChart chart = workbook.getWorksheets().get(1).getCharts().add(ExcelChartType.ColumnClustered, pivotTa
Read More

Exploring Data with Excel Power Pivot

article_img
Power Pivot is an Excel one can use to perform intense information investigation and make modern information models. With Power Pivot, we can squash up enormous volumes of information from different sources, perform data examination quickly, and share experiences without any problem. In both Excel and in Power Pivot, you can make a Data Model, an assortment of tables with connections. The information model you find in an exercise manual in Excel is similar information model you find in the Power Pivot window. Any information you import into Excel is accessible in Power Pivot and the other way around. Power Pivot - Exploring Data We can get to the PowerPivot orders from the PowerPivot tab on the Ribbon. Click the PowerPivot tab on the Ribbon. The PowerPivot orders will be shown on the Ribbon. We can see that the orders connected with Data Model additionally show up here. Loading Data from Access Database To stack information from the Access data set, follow the given advances, Open one more clear activity manual in Excel. Click the PowerPivot tab on the Ribbon. Click Manage in the Data Model gathering. The Power Pivot window shows up. In the Power Pivot window, click the Home tab. C
Read More

C

Loading Data with Power Pivot in Excel

There are two ways to input data into Power Pivot: Data may be immediately loaded into PowerPivot, populating the database, or it can be loaded into Excel and added to the Data Model. You may either create connections and/or use the existing connections to import data into the Power Pivot Data Model from multiple data sources. Use the second method to get the data for Power Pivot without telling Excel anything. This is due to the fact that the data will only be loaded once and in a highly compressed manner. The SQL Server relational database is one of the data sources that Power Pivot supports. Text files, Excel files, Microsoft Access databases, SQL Server Analysis Services, and many more. Loading Data Directly into PowerPivot Step 1: First create a table in Excel. Step 2: Select the table. Go to the Power Pivot tab on the top of the ribbon and then select Add to Data Model option. Step 3: Create Table dialog box appears. Here select the table range and check my table has a headers option and then click on OK. Step 4: Then it loads the excel table to Power pivot for excel. How to Open PowerPivot for Excel Step 1: Open the new workbook in excel. Go to the PowerPivot tab on the top
Read More

How to Install Power Pivot in Excel?

Power Pivot is a data modeling technique that lets you create data models, establish relationships, and create calculations. We can work on large data sets, build extensive relationships, and create complex (or simple) calculations using this Power Pivot tool. Power Pivot is one of the three data analysis tools available in Excel, the other two tools are Power View and Power Query. Microsoft Excel Version - Power Pivot is Included Power Pivot tool is available as an Add-in for certain versions of Microsoft Excel like 2013,2016,2019,2021 and Microsoft 365. Microsoft Excel Version - Power Pivot is NOT Included Office Professional 2016Office Home & Student 2013Office Home & Student 2016Office Home & Business 2013Office Home & Business 2016Office for MacOffice for AndroidOffice RT 2013Office Standard 2013Office Professional 2013All Office versions older than 2013 Note: The Power Pivot Add-in for Excel 2010 did not ship with Office, but is available for download. This downloaded Add-in works only with Excel 2010, and not with newer versions of Excel. Microsoft Excel 2010 - Power Pivot - InstallationAs mentioned above, the Power Pivot Add-in is not directly available
Read More

Analyzing Large Datasets With Power Pivot in Microsoft Excel

article_img
The setting for Power Pivot… If you are a successive Excel client, then you are most likely acquainted with turn tables. They are utilized for sorting out speedy bits of knowledge from modest quantities of information and can likewise be transformed into straightforward charts. In any case, even Excel has its impediments. While joining tables, controlling enormous datasets worth 1,000,000 columns, or choosing information from numerous sources, Excel will battle. It tends to be disappointing to have Excel stopped out of the blue or run incredibly leisurely or break and need a constrained closure. Anyway, what occurs assuming you have more than 1,000,000 columns (1,048,576 to be careful) of information? You use Power Pivots. In 2010 Microsoft added Power Pivots to Excel to assist with the examination of a lot of information. Power Pivot can deal with a huge number of columns of information, making it a superior option in contrast to Microsoft Access, which before Excel was the best way to achieve it. Consider Power Pivot as a method for utilizing turn tables on exceptionally huge datasets. It is likewise useful when information is coming from numerous sources. With Power Pivot, you c
Read More

Hierarchies in Excel Power Pivot

article_img
A Hierarchy is a system that has many levels from highest to lowest. When we have related columns in a table, then analyzing them with fixed attributes is difficult. Excel Power Pivot gives us the power to set a hierarchy to which data can be filtered and analyzed correctly according to one's needs. In this article, we will learn how to create hierarchies in the Power pivot. Meaning of Hierarchy in Power Pivot Hierarchy in a data set helps analyze complex data easily. A hierarchy is a list of nested columns in a table. Power Pivot hierarchies provide additional features and functionalities to help classify and analyze data efficiently. Hierarchy helps provide a large amount of data in a space-efficient manner. Power pivot hierarchies have aggregate functions like Count, Min, Max, Average, and Distinct Count, which help analyze different aspects of the data. One can also move to different levels in the hierarchy by the drill up and drill down option provided by PivotTableAnalyze. For example, Department, Project, and Employee all three columns can be combined into a single column as a hierarchy. Creating a Hierarchy By Power Pivot Given a data set, with a table in an excel sheet nam
Read More

Features of Excel Power Pivot

article_img
Power pivot is an add-in in excel which can be used to create huge Data models, dissect data across multiple tables and Excel Sheets and analyze that vast amount of data. Power Pivot allows us to perform big data analytics. Power Pivot enables us to import numerous of rows and columns of data from multiple data sources and Excel sheets into one Excel sheet. It forms a relation between these imported data banks and integrates them allowing the user to further analyze the data and perform much more complex functions and calculations that would not have been possible using simple Excel. Features Using Power Pivot we can create calculated columns and measures using formulas. We can also represent, visualize and manipulate our data sheets and integrated functions in a graphical way and thus making our Excel much more comprehensive, user-readable, attractive and credible by building PivotTables and Pivot Charts , and further process the data so that we are able to make important decisions fast and correctly. Power Pivot is implemented through DAX (Data Analysis Expressions). Power Pivot combine 2 or more databases and forms an interlink which allows to perform functions and calculations
Read More

Creating a Power Pivot Chart in Excel

article_img
Power Pivot is an Excel add-in that is available for Excel 2021, Excel 2019, Excel 2016, and Excel 2013. Power Pivot is used to create data models and performs high-level data analysis to establish relationships and give results easily. Power pivot can analyze large data rapidly and creates data models by building extensive relationships and calculations based on the given data. Creation of Power Pivot Chart Let's create a chart using Power Pivot on the following data model. Step 1: Click the Home tab, which is visible above, and click on the pivot table Step 2: Then click on the pivot chart. Then a dialog box appears. Select a new worksheet and click ok. Then it will appear like the image below, which contains all the table names in pivot chart fields. Step 3: Then click on the pivot chart fields (which contain table values) that represent the chart. So by clicking these fields, the chart will appear according to their relation. These are called value field buttons. Based on the data in these field buttons, the chart is prepared. This is called a Legend. In this area sum of values is given. We can remove the legend and value field buttons. The icon at the left side bottom(which is
Read More

Power Pivot for Excel

article_img
Power Pivot serves as an Excel add-on enabling robust data analysis and the creation of advanced data models. This tool facilitates the integration of extensive data from diverse sources, enabling swift information analysis and seamless sharing of insights. Whether working in Excel or Power Pivot, users can generate a Data Model comprising interconnected tables. The data model visible in an Excel workbook corresponds to the one in the Power Pivot window. Importing data into Excel makes it accessible in Power Pivot and vice versa. Power Pivot: Powerful Data Analysis and Data Modeling in Excel PowerPivot is an add-in feature of Microsoft Excel. It's a spreadsheet program that extends a local instance of the Microsoft Analysis Services tabular, which is integrated directly into an Excel worksheet. This feature allows users to develop a ROLAP model in Power Pivot and then utilize pivot tables to explore the huge data model once it's been done. In this sense, it functions as a business intelligence platform that uses professional expression languages to query the model and produce advanced measures. The main expression language of PowerPivot is DAX, or Data Analysis Expressions, which a
Read More

C

Table and Chart Combinations in Excel Power Pivot

For data exploration, visualization, and reporting, Power Pivot offers a variety of Power PivotTable and Power PivotChart combinations. A Power PivotChart is a PivotChart that was made using the Power Pivot window and is based on the Data Model. Despite sharing certain functionality with Excel PivotChart, it offers additional features that give it greater strength. You will discover how to build the Table and Chart combinations from the Power Pivot window in this article. Creating a Pivot Chart and Table in Excel Step 1: Let's take a dataset as an example in order to understand the Pivot chart and table. This is the major dataset that will be used in this case. Step 2: Select the data. Navigate to the insert tab on the top of the ribbon then in the charts group select Pivot Chart and then PivotChart & Pivot Table. Step 3: Create a PivotTable dialog box appear. Here select a table or range and a select new worksheet and then click OK. Step 4: Now as you can see pivot table is created and the PivotTable Fields pane appears. Step 5: Now in the PivotTable Fields pane drag the month's field to the Axis area and the Sales field to the values area. Step 6: Now as you can see after sel
Read More
three90RightbarBannerImg