Book Image

Data Modeling with Microsoft Excel

By : Bernard Obeng Boateng
5 (1)
Book Image

Data Modeling with Microsoft Excel

5 (1)
By: Bernard Obeng Boateng

Overview of this book

Microsoft Excel's BI solutions have evolved, offering users more flexibility and control over analyzing data directly in Excel. Features like PivotTables, Data Model, Power Query, and Power Pivot empower Excel users to efficiently get, transform, model, aggregate, and visualize data. Data Modeling with Microsoft Excel offers a practical way to demystify the use and application of these tools using real-world examples and simple illustrations. This book will introduce you to the world of data modeling in Excel, as well as definitions and best practices in data structuring for both normalized and denormalized data. The next set of chapters will take you through the useful features of Data Model and Power Pivot, helping you get to grips with the types of schemas (snowflake and star) and create relationships within multiple tables. You’ll also understand how to create powerful and flexible measures using DAX and Cube functions. By the end of this book, you’ll be able to apply the acquired knowledge in real-world scenarios and build an interactive dashboard that will help you make important decisions.
Table of Contents (16 chapters)
1
Part 1: Overview and Introduction to Data Modeling in Microsoft Excel
6
Part 2: Creating Insightful Calculations from your Data Model using DAX and Cube Functions
9
Part 3: Putting it all together with a Dashboard

Introduction to Power Pivot, Excel versions, and installation

Power Pivot is the main authoring tool for data models in Microsoft Excel.

Power Pivot allows you to load large volumes of data from various sources, perform more powerful calculations, and create insights easily from your datasets.

Power Pivot works as a downloadable add-in for the Excel 2010 and 2013 versions. Excel 2016 and more recent versions have the add-in already available in-app.

Power Pivot was inspired by Microsoft SQL Server Analysis Services (SSAS) to ultimately make self-service business intelligence possible for regular Excel users. This means a novice Excel user can still crunch key insights from datasets directly in Excel.

The key features of Power Pivot include the following:

  • An in-memory engine that can compress large datasets into smaller units making it easier to load data beyond Excel’s typical capability
  • A diagram view that makes it easy to manage relationships and create hierarchies in your data model
  • A dynamic date table feature that allows you to create automatic date dimensions for your dataset
  • A powerful calculation engine for calculations using Data Analysis Expressions (DAX), the native calculation language for Power Pivot

Now that we have a good idea about Power Pivot, we will look at where we can find and install this tool in earlier and older versions of Microsoft Excel in the next section.