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Excel Tips
and Timesavers
How to use
Power Pivot
in Excel
Part 2 of 2
Whilst Power BI is known for its advanced data modelling and ability to
transform data,
You may not know that many of these functions are available in Excel.
These Blogs aim to give you the knowledge or skills to use these, namely
Power Query and Power Pivots.
This is Part 1 – How to use Power Pivot
How to use Power Pivot
What is Power Pivot?
Power Pivot is a cutting-edge data modelling technology that empowers you to create
data models, establish relationships, and perform calculations with ease.
With Power Pivot, you can efficiently work with large data sets, build comprehensive
relationships, and create both simple and complex calculations in a high-performance
environment.
Additionally, all of these features are available within the familiar interface of Excel,
making it easy to use for those already comfortable with the software.
How to Add Power Pivot
to Excel
The power pivot is an
add-in that needs to be
added via the following:
File> Options > Add-ins
How to Add Power Pivot to Excel
Once the add-in is installed, you can start creating your data model.
Click on the "Power Pivot" tab in Excel, and then select "Manage" to open the
Power Pivot window.
In the Power Pivot window, you can create relationships between tables, create
calculated columns and measures, and create PivotTables and Pivot Charts to
analyse your data.
How to Access Power Pivot
Once the add-in has been added the Power Pivot menu will be added as shown
below.
How to Add Data to the Data Model
We can either use the Add to Data Model on
the ribbon
or click the Add this data to the Data Model on
the Load to menu as below.
Note it is possible to add a single source
multiple times in a data model.
Power Pivot Area
Within Power Pivot here are some of the features
•Data view – this allows you to view the data sets
•Diagram view – you can view all the data sets and overall model. You create
relationships between attributes, as per the diagram below.
•Pivot Table – output model into pivot table or chart
Measures
Calculations – add additional columns or DAX
measures. These can be added view the Power Pivot
menu or Power Pivot area.
These measures can be changed to KPI’s, where
targets can be set.
The Data Model
The data model acts as a pivot table data source, and
the fields can then be added to your pivot table
This offers a lot of power in any data project.
PowerPivot is a powerful data analysis tool for Microsoft Excel that
enables users to quickly and easily analyze large amounts of data.
With millions of users around the world, Excel is hugely popular and
flexible, adding the power of Power Pivots to this popular tool enables a
new level of data management and reporting flexibility
For more Tips, Tricks and
Timesavers, visit our website
Business Analytics Blog – Select Distinct
Credit: simon.harrison@selectdistinct.co.uk

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How to use Power Pivot in Excel

  • 1. Excel Tips and Timesavers How to use Power Pivot in Excel Part 2 of 2
  • 2. Whilst Power BI is known for its advanced data modelling and ability to transform data, You may not know that many of these functions are available in Excel. These Blogs aim to give you the knowledge or skills to use these, namely Power Query and Power Pivots. This is Part 1 – How to use Power Pivot
  • 3. How to use Power Pivot What is Power Pivot? Power Pivot is a cutting-edge data modelling technology that empowers you to create data models, establish relationships, and perform calculations with ease. With Power Pivot, you can efficiently work with large data sets, build comprehensive relationships, and create both simple and complex calculations in a high-performance environment. Additionally, all of these features are available within the familiar interface of Excel, making it easy to use for those already comfortable with the software.
  • 4. How to Add Power Pivot to Excel The power pivot is an add-in that needs to be added via the following: File> Options > Add-ins
  • 5. How to Add Power Pivot to Excel Once the add-in is installed, you can start creating your data model. Click on the "Power Pivot" tab in Excel, and then select "Manage" to open the Power Pivot window. In the Power Pivot window, you can create relationships between tables, create calculated columns and measures, and create PivotTables and Pivot Charts to analyse your data.
  • 6. How to Access Power Pivot Once the add-in has been added the Power Pivot menu will be added as shown below.
  • 7. How to Add Data to the Data Model We can either use the Add to Data Model on the ribbon or click the Add this data to the Data Model on the Load to menu as below. Note it is possible to add a single source multiple times in a data model.
  • 8. Power Pivot Area Within Power Pivot here are some of the features •Data view – this allows you to view the data sets •Diagram view – you can view all the data sets and overall model. You create relationships between attributes, as per the diagram below. •Pivot Table – output model into pivot table or chart
  • 9. Measures Calculations – add additional columns or DAX measures. These can be added view the Power Pivot menu or Power Pivot area. These measures can be changed to KPI’s, where targets can be set. The Data Model The data model acts as a pivot table data source, and the fields can then be added to your pivot table This offers a lot of power in any data project.
  • 10. PowerPivot is a powerful data analysis tool for Microsoft Excel that enables users to quickly and easily analyze large amounts of data. With millions of users around the world, Excel is hugely popular and flexible, adding the power of Power Pivots to this popular tool enables a new level of data management and reporting flexibility
  • 11. For more Tips, Tricks and Timesavers, visit our website Business Analytics Blog – Select Distinct Credit: simon.harrison@selectdistinct.co.uk