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1: PowerPivot: Quick Star t
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Choosing a data source
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On the Home ribbon in the PowerPivot window, click From Database in the Get External Data group Now you have a choice of source data from the drop-down menu (see Figure 1-4) The next step is for connecting to SQL Server Northwind If you don t have SQL Server Northwind, try to connect to Access Northwind (northwindmdb) instead it s an almost identical process Click From SQL Server (if you have the SQL Server Northwind) This opens the Table Import Wizard You ll need to enter a server name (or choose your SQL Server from the drop-down) and then select Northwind as the database (as shown in Figure 1-5), before clicking Next
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Figure 1-5
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Prac tical PowerPivot & DAX Formulas for Excel 2010
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Import method
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On the next screen, keep the default, which is to import tables and/or views, and click Next again (Figure 1-6) Select the Categories, Customers, Employees, Order Details, Orders, and Products tables in the next dialog (Figure 1-7) Click Finish and finally Close, after PowerPivot has imported all the tables Your PowerPivot window should now have six tabs, one for each table (Figure 1-8) The table names are re ected in the names of the tabs You can change the table names by right-clicking or double-clicking the tabs Each table includes all of the columns and rows from the source data by default although the Picture column from the Categories table has been automatically excluded because it s a binary large object, known as a BLOB, in both the SQL Server and Access source databases There is virtually no limit on the number of rows in a table; especially on 64-bit computers, you can have millions of rows in a table (computer memory permitting and subject to a 4GB memory limit on workbook size)
1: PowerPivot: Quick Star t
Figure 1-7
What to import
Click the Orders tab and find the first empty column with a column header of Add Column you may have to scroll in order to see it Click anywhere inside the column to activate the formula bar Now, for your first DAX! Type the following syntax (you can use AutoComplete to save typing and to eliminate syntax errors and typos):
=YEAR(Orders[OrderDate])
Because the column is in the same table, you can omit the table name Then press enter to commit the formula and calculate the values Don t worry about the syntax just yet; there are plenty of explanations of DAX syntax in the rest of this book But take a look at the column, which now has a new column header of CalculatedColumn1 it contains the year that each order was made
Prac tical PowerPivot & DAX Formulas for Excel 2010
Figure 1-8
PowerPivot window with imported tables
Double-click the column header and type Year, and then press enter to rename the column (the result is shown in Figure 1-9) As Northwind has been around for a while, and the years have changed, your values for the Year column may be di erent Now click the Order Details tab to see that table Again click in the Add Column column and enter the following DAX formula:
='Order Details'[Quantity] * 'Order Details'[UnitPrice]
Again, you can leave out the table name, as all of the columns are in the same table This is a formula that simply multiplies the quantity sold by the price to give the value of sales for each product that appears in an order line First press enter to initiate the calculation, and then double-click the column header, rename the column to Sales Amount, and press enter again The result is shown in Figure 1-10
1: PowerPivot: Quick Star t
Figure 1-9
DAX calculated column for year values
10 Now add a calculated column to the Products table to show the category for each
product The DAX syntax is
=RELATED(Categories[CategoryName])
Here, the table name is obligatory, as the referenced column is in another table Rename the column to Category The DAX has been used to create a calculated column This is one of two situations in which you write a DAX formula the
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