Introduction |
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1 | (1) |
About This Book |
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2 | (1) |
Foolish Assumptions |
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3 | (1) |
Icons Used in This Book |
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3 | (1) |
Beyond the Book |
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4 | (1) |
Where to Go from Here |
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4 | (1) |
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PART 1 SUPERCHARGED REPORTING WITH POWER PIVOT |
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5 | (136) |
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Chapter 1 Thinking Like a Database |
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1 | (16) |
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Exploring the Limits of Excel and How Databases Help |
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7 | (4) |
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8 | (1) |
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Transparency of analytical processes |
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9 | (1) |
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Separation of data and presentation |
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10 | (1) |
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Getting to Know Database Terminology |
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11 | (2) |
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11 | (1) |
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11 | (1) |
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Records, fields, and values |
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12 | (1) |
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13 | (1) |
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Understanding Relationships |
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13 | (4) |
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Chapter 2 Introducing Power Pivot |
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17 | (12) |
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Understanding the Power Pivot Internal Data Model |
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18 | (2) |
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Linking Excel Tables to Power Pivot |
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20 | (9) |
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21 | (1) |
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Adding Excel Tables to the data model |
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22 | (2) |
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Creating relationships between Power Pivot tables |
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24 | (2) |
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Managing existing relationships |
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26 | (1) |
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Using the Power Pivot data model in reporting |
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27 | (2) |
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Chapter 3 The Pivotal Pivot Table |
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29 | (34) |
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Introducing the Pivot Table |
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30 | (1) |
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Defining the Four Areas of a Pivot Table |
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30 | (3) |
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30 | (1) |
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31 | (1) |
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31 | (1) |
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32 | (1) |
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Creating Your First Pivot Table |
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33 | (7) |
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Changing and rearranging a pivot table |
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36 | (1) |
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37 | (1) |
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Keeping the pivot table fresh |
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38 | (2) |
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Customizing Pivot Table Reports |
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40 | (12) |
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Changing the pivot table layout |
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40 | (1) |
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41 | (1) |
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Applying numeric formats to data fields |
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42 | (1) |
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Changing summary calculations |
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43 | (1) |
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44 | (3) |
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Showing and hiding data items |
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47 | (2) |
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Hiding or showing items without data |
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49 | (2) |
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51 | (1) |
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52 | (2) |
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Creating a Standard Slicer |
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54 | (2) |
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Getting Fancy with Slicer Customizations |
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56 | (2) |
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56 | (1) |
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57 | (1) |
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Miscellaneous slicer settings |
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58 | (1) |
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Controlling Multiple Pivot Tables with One Slicer |
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58 | (1) |
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Creating a Timeline Slicer |
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59 | (4) |
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Chapter 4 Using External Data with Power Pivot |
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63 | (26) |
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Loading Data from Relational Databases |
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64 | (11) |
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Loading data from SQL Server |
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64 | (6) |
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Loading data from Microsoft Access databases |
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70 | (2) |
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Loading data from other relational database systems |
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72 | (3) |
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Loading Data from Flat Files |
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75 | (7) |
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Loading data from external Excel files |
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76 | (2) |
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Loading data from text files |
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78 | (3) |
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Loading data from the Clipboard |
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81 | (1) |
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Loading Data from Other Data Sources |
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82 | (1) |
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Refreshing and Managing External Data Connections |
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83 | (6) |
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Manually refreshing Power Pivot data |
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83 | (1) |
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Setting up automatic refreshing |
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84 | (1) |
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85 | (1) |
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Editing the data connection |
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86 | (3) |
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Chapter 5 Working Directly with the Internal Data Model |
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89 | (14) |
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Directly Feeding the Internal Data Model |
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89 | (6) |
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Managing Relationships in the Internal Data Model |
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95 | (1) |
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Managing Queries and Connections |
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96 | (1) |
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Creating a New Pivot Table Using the Internal Data Model |
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97 | (1) |
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Filling the Internal Data Model with Multiple External Data Tables |
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98 | (5) |
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Chapter 6 Adding Formulas to Power Pivot |
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103 | (18) |
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Enhancing Power Pivot Data with Calculated Columns |
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103 | (5) |
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Creating your first calculated column |
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104 | (1) |
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Formatting calculated columns |
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105 | (1) |
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Referencing calculated columns in other calculations |
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106 | (1) |
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Hiding calculated columns from end users |
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107 | (1) |
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Utilizing DAX to Create Calculated Columns |
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108 | (8) |
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Identifying DAX functions that are safe for calculated columns |
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108 | (2) |
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Building DAX-driven calculated columns |
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110 | (2) |
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Month sorting in Power Pivot-driven pivot tables |
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112 | (1) |
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Referencing fields from other tables |
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113 | (2) |
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115 | (1) |
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Understanding Calculated Measures |
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116 | (3) |
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Creating a calculated measure |
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116 | (2) |
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Editing and deleting calculated measures |
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118 | (1) |
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Free Your Data with Cube Functions |
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119 | (2) |
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Chapter 7 Diving into DAX |
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121 | (20) |
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DAX Language Fundamentals |
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121 | (12) |
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125 | (1) |
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Applying conditional logic in DAX |
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126 | (2) |
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Working with DAX aggregate functions |
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128 | (1) |
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Exploring iterator functions and row context |
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129 | (4) |
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Understanding Filter Context |
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133 | (8) |
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Getting context transitions with the CALCULATE function |
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135 | (2) |
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Adding flexibility with the FILTER function |
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137 | (4) |
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PART 2 WRANGLING DATA WITH POWER QUERY |
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141 | (102) |
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Chapter 8 Introducing Power Query |
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143 | (16) |
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144 | (11) |
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144 | (6) |
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Understanding query steps |
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150 | (2) |
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Refreshing Power Query data |
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152 | (1) |
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Managing existing queries |
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153 | (2) |
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Understanding Column-Level Actions |
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155 | (2) |
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Understanding Table Actions |
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157 | (2) |
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Chapter 9 Power Query Connection Types |
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159 | (16) |
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Importing Data from Files |
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160 | (5) |
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Getting data from Excel workbooks |
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160 | (1) |
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Getting data from CSV and text files |
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161 | (2) |
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Getting data from PDF files |
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163 | (1) |
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Getting data from folders |
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164 | (1) |
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Importing Data from Database Systems |
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165 | (1) |
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A connection for every database type |
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165 | (5) |
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Getting data from other data systems |
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167 | (1) |
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Walk-through: Getting data from a database |
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168 | (2) |
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Managing Data Source Settings |
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170 | (1) |
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Data Profiling with Power Query |
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171 | (4) |
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172 | (1) |
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Data Profiling quick actions |
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173 | (2) |
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Chapter 10 Transforming Your Way to Better Data |
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175 | (32) |
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Completing Common Transformation Tasks |
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176 | (17) |
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Removing duplicate records |
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176 | (2) |
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178 | (1) |
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179 | (2) |
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181 | (1) |
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Finding and replacing specific text |
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181 | (2) |
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Trimming and cleaning text |
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183 | (1) |
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Extracting the left, right, and middle values |
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184 | (3) |
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Splitting columns using character markers |
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187 | (2) |
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Pivoting and unpivoting fields |
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189 | (4) |
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193 | (8) |
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Concatenating with a custom column |
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195 | (1) |
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Understanding data type conversions |
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196 | (1) |
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Spicing up custom columns with functions |
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197 | (2) |
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Adding conditional logic to custom columns |
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199 | (2) |
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Grouping and Aggregating Data |
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201 | (2) |
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Working with Custom Data Types |
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203 | (4) |
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Chapter 11 Making Queries Work Together |
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207 | (18) |
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208 | (3) |
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Understanding the Append Feature |
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211 | (5) |
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Creating the needed base queries |
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212 | (1) |
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213 | (3) |
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Understanding the Merge Feature |
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216 | (5) |
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Understanding Power Query joins |
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216 | (1) |
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217 | (4) |
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Understanding Fuzzy Match |
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221 | (4) |
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Chapter 12 Extending Power Query with Custom Functions |
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225 | (18) |
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Creating and Using a Basic Custom Function |
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225 | (4) |
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Creating a Function to Merge Data from Multiple Excel Files |
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229 | (7) |
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Creating Parameter Queries |
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236 | (7) |
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Preparing for a parameter query |
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236 | (2) |
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238 | (1) |
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Creating the parameter query |
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239 | (4) |
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243 | (20) |
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Chapter 13 Ten Ways to Improve Power Pivot Performance |
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245 | (8) |
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Limit the Number of Rows and Columns in Your Data Model Tables |
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246 | (1) |
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Use Views Instead of Tables |
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246 | (1) |
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Avoid Multi-Level Relationships |
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246 | (1) |
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Let the Back-End Database Servers Do the Crunching |
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247 | (1) |
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Beware of Columns with Many Unique Values |
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248 | (1) |
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Limit the Number of Slicers in a Report |
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248 | (1) |
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Create Slicers Only on Dimension Fields |
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249 | (1) |
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Disable the Cross-Filter Behavior for Certain Slicers |
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250 | (1) |
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Use Calculated Measures Instead of Calculated Columns |
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250 | (1) |
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251 | (2) |
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Chapter 14 Ten Tips for Working with Power Query |
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253 | (10) |
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Getting Quick Information from the Queries & Connections Pane |
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253 | (1) |
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Organizing Queries in Groups |
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254 | (1) |
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Selecting Columns in Queries Faster |
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255 | (1) |
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256 | (1) |
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Quickly Creating Reference Tables |
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257 | (1) |
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Viewing Query Dependencies |
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258 | (1) |
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Setting a Default Load Behavior |
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259 | (1) |
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Preventing Automatic Data Type Changes |
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259 | (2) |
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Disabling Privacy Settings to Improve Performance |
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261 | (1) |
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Disabling Relationship Detection |
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261 | (2) |
Index |
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263 | |