vb.net barcode reader sdk 3: PowerPivot: In-Depth in Microsoft Office

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3: PowerPivot: In-Depth
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Figure 3-24 Connect to a Data Source dialog 2/2
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There is also a Text Files section (Figure 3-24) It s in this section that you will find Excel The previous chapter has step-by-step instructions and a practical on how to import from Excel, in case you jumped into the book at this point If you are interested in how to import data from Excel worksheets into PowerPivot, refer back to the last chapter Importing from Excel has one major difference from importing from relational sources you have to create the relationships between tables manually Again, there is a step-by-step example on this subject in 2 Later in this chapter, we take another look at relationships
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Refresh
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The final button in the Get External Data group of the Home ribbon is labeled Refresh (there is also a Refresh option available through the Existing Connections button on the Design ribbon) Clicking this button opens a small drop-down menu that
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Prac tical PowerPivot & DAX Formulas for Excel 2010
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Figure 3-25 Refresh drop-down menu
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offers two choices: Refresh and Refresh All The menu is shown in Figure 3-25 Both of these are of fundamental importance When you import data into a PowerPivot table, you are creating a separate and independent copy of the original data (unless you use an Excel linked table) If the source data changes, the copy in PowerPivot is not updated, and it s likely that over time your source data and your PowerPivot data will get out of sync If you click Refresh | Refresh, then the current table is re-imported and brought up-to-date If you click Refresh | Refresh All, then all of your PowerPivot tables are re-imported and updated PowerPivot is not a real-time system, and your pivot reports (tables and charts) can easily become stale if you don t use Refresh on a regular basis Please note that the Refresh button is disabled until you import data into one or more PowerPivot tables (pasted data and linked tables alone do not enable the button)
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The Reports group has a single button called PivotTable It duplicates the functionality of the PivotTable button in the Report group of the PowerPivot ribbon in Excel This is the button to use to create a pivot report on your PowerPivot tables back in Excel You can insert a new pivot table (normal and flattened) or a pivot chart There are additional choices to insert a pivot table and a pivot chart or two or more pivot charts All of the choices are shown in Figure 3-26 When you insert more than one report, you can customize them differently if you wish Working with pivot tables and pivot charts is covered in detail in 5
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Figure 3-26 PivotTable drop-down menu
3: PowerPivot: In-Depth
Formatting Group
The first option in the Formatting group is for checking and/or setting the Data Type of the current column in a PowerPivot table For example, if you import a measure from an SSAS cube, its data type will be Text You may want to reset this to a more appropriate type like Currency or Whole Number If you get the data type right, it will display correctly in a pivot table and your DAX functions will operate successfully It s not always strictly necessary to get the right data type for DAX functions PowerPivot will often implicitly convert a column into a more appropriate data type For example, if you have two numbers as data type Text and you attempt to add or sum them, DAX will automatically convert them into Decimal Number or Whole Number However, you should be aware that this automatic implicit data conversion does not always take place This is particularly true when the data originates in an SSAS cube Therefore, it s probably good practice to check and explicitly set, if necessary, the data type for every column in every table When you set the Data Type, you are changing how PowerPivot stores the data The choices are shown in Figure 3-27 The data types available are Text, Decimal Number, Whole Number, Currency, Date, and TRUE/FALSE TRUE/FALSE is often referred to as a Boolean and corresponds to the data type of bit in SQL Server The Date data type is of fundamental importance Quite a few DAX functions are time or time intelligence functions many of these require a column to be of data type Date and it s possibly better not to rely on automatic data type conversion The next button in the Formatting group is labeled Format The Format options affect how the data is viewed in a pivot table although a pivot table itself has its own formatting options, it s a good idea to get the formatting right at the PowerPivot stage The format options available are dictated by the data type of the column Only the Text format is available for a Text data type column and only TRUE/FALSE for a TRUE/FALSE data type A data type of Date results in a wide range of date formats A data type of Currency, Decimal Number, or Whole Number gives you a choice of General, Decimal Number, Whole Number, Currency, Accounting, Percentage, and Scientific formats
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