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

Data structuring – understanding the three golden rules

To get the best out of Power Pivot, we need to lay out our dataset in a way that will improve performance and help us get the right insights from our datasets. The following figure summarizes the ideal layout for a single dataset or table:

Figure 2.1 – The three golden rules for laying out your data in a single dataset

Figure 2.1 – The three golden rules for laying out your data in a single dataset

Let’s look at each of these rules in detail:

  • Rule 1: Each column should have a single data type. As we learned in Chapter 1, Getting Started with Data Modeling, Power Pivot manages data using a columnar structure. It is therefore important to commit one data type to each column of your dataset.

    For example, if you have data for a payroll containing the names of staff members, one column should be dedicated to the names of staff with the same format and no other data type. Apart from this, there shouldn’t be any column in your dataset that contains...