Aula 08 - 8.1 Introduction To Multi-Table Pivot Tables and The Data Model
This document discusses importing additional customer demographic data from an Access database into an existing Excel workbook containing sales data. The data is imported as a new table, then a new pivot table is created using both the original sales data table and new demographic data table. This allows analyzing sales data by customer demographics. A relationship is automatically detected between the tables based on a common customer ID field. The document concludes that this represents a new way of working with multiple tables and pivots in Excel using the data model, and encourages taking a follow-up course to learn more advanced multi-table data analysis techniques.
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Aula 08 - 8.1 Introduction To Multi-Table Pivot Tables and The Data Model
This document discusses importing additional customer demographic data from an Access database into an existing Excel workbook containing sales data. The data is imported as a new table, then a new pivot table is created using both the original sales data table and new demographic data table. This allows analyzing sales data by customer demographics. A relationship is automatically detected between the tables based on a common customer ID field. The document concludes that this represents a new way of working with multiple tables and pivots in Excel using the data model, and encourages taking a follow-up course to learn more advanced multi-table data analysis techniques.
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Hello, welcome.
This will be our last part of this course.
And if you remember I was preparing all this report, dashboard, chart, for our sales manager and actually it seems like this work we'll going to be use for the duration. There's a lot of interest both by Lucy and others in the company and what we are doing here. So one of the things that we're going to do in this part is to use data beyond the data that was provided originally by Jack, our friendly IT person. Because the requests that are coming is to go more into the demographics of our customers. So far we had some demographic features of the customers. We had the age that we actually were able to bucket into buckets of ages, we have the gender but there is need for more. People want to see more properties of the customer that they can analyze the data by. So it's time for me to go back to look for the data. And then I actually got the data in this case on an Access database. So first of all, I'm gonna import it into Excel and then we're going to use it together with our Excel, with our previous data we collected. Now I haven't shown you before, how is the data actually created the way we used before. And the reason is that actually in the course that we are offering after this one, there's a lot about inputting data and preparing the data. And I would rather you learn these new techniques about getting the data. They're teaching you a lot about the classic techniques of Excel. So, that's why we actually kind of use the data as if it was already as one big table. But now we have to use more than that. So we're gonna do it. So back to Excel. And we're gonna use the data. We're going to open a new worksheet. And we're going to do Data Import from Access. We, the data is in the Downloads folder. There is a table called demographics, I click on it, I open. Now it immediately skips some part because there's only one table in this database. Only the table that I need. If there were more than one table, I would see some UI [User Interface] to select the tables and it would ask me what table do I want. In this case it just goes directly to this dialog, the import dialog, and it tells me what do you want to do with the data. Do you want to have it as a table, as a pivot table? In this case, I want to get it as a table. So I click and just like that, it imported the data into a new table. See this is a table, it's a little different than the table we have now because this is called a query table. This is a table that's connected to this database this Access database and actually if this Access database would be updated someone would change and get more customers or change the information about customers and I click here refresh, this table will be refreshed with the new data. So, I see that they have the customer ID, which is good because I also have the customer ID in the original table. And I guess that by having this common key between them, I will be able to connect this to tables. And I have the marital status of the customer, the real yearly income of the customer, number of children, education level. So there's quite a few demographics detailed that I have about this customer which could be interesting to analyze the sales and to understand more the behavior of our customers. Now the normal way that I will go about connecting those two tables would be to start adding new columns to the big table that we already have and use the VLOOKUP function to bring data from one table to another. This is what have been used with Excel for years and years. Most people I'm pretty sure that a lot of you are familiar with this technique, but actually I was intrigued by something before. If I go and create myself yet another pivot like we did so many times in this series before and I start filling some data. Let's say I want to see I don't know categories and so on. Notice what I have here, I've seen it before all the time, more tables. It just kind of cryptic, I don't know if many of you have paid attention to this option. Let's see, and actually I won't use more tables, so maybe this is the way to actually use the new table instead of adding all those columns to the existing table. So let's click on it and see what happens. I click, I see a dialog. The dialog says, do you want to create a new pivot table? Use multiple tables in your analysis and new pivot table needs to be created using the data model. Data model so far is something I'm not familiar with, but yes, I want to use multiple tables. So go ahead, create a new pivot for me. I click yes, and it's now doing something. And I got a new pivot very similar to the previous one, having the same numbers, same structure. Only that in the fill list for this pivot looks very different from previous pivot tables I ever saw in my life. I have instead of just looking at the Sales tables and SalesData and the columns for the SalesData. I actually see two tables as if they're both available for me to do my pivot. If I open the second one, I see all the data from these other table that I just imported. Interesting! So, what if I want to put my little status on columns? Can I put one column for one table and columns in one column from another table and rows? Let's see. Let's look at the pivot. So first of all I see that there is an area of, this yellow area, that we'll look at in a moment. And secondly I see that it didn't really work. If you see the same values come as the same values are seen as for married people, single people and for the grand total, so like repeated three times, that's not exactly what I wanted. I wanted to see the breakdown between married and single. But if we look at this wording here. It says relationships between tables may be needed, and there's also a button, auto detect. I don't really understand what a relationship between table, but I just trust Excel to lead me to go to get my results so I click auto detect. And it tells me that it was detecting relationships, relationship detection was done, and one new relationship was created. Interesting. Now the numbers are indeed different. So for accessories, for married people, this is the number. For single people, this is the number. The grand total it was the same as before but it's not now it's not repeated three times. So, it seems indeed that I'm in kind of a new world that I was unfamiliar with. I'm having a pivot based on more than one table. Now, when I, for example, if I want to repeat if you remember what I did before about adding calculated fields to calculate for example the margin on top of this new data. See what happens. The calculated field area is greyed out. So there are some things which are working great. I can do now and use multiple tables, on the other hand the calculated fields that were my friends before are not available, If I do a right click here, it tells me that I can add a measure, so there's a lot of new things here which I'm not familiar with. And this is actually. As we can summarize what we saw and what we are going to see in the next part. So we are actually now in a world of making pivot tables from multiple tables. We had one table originally in the Excel. We imported another one. They somehow got into this thing called the data model. A relationship was created between them. I was able to see the numbers coming from based on one field in the columns from one table, another field on the rows from another table. So, it's a brave new world. I probably will need to learn more about it. And this is exactly the whole purpose of the next course that we already have available for you that will take you from here into this world of multi-table pivots of measures, very sophisticated calculations. And also, much more powerful ways to import the data into Excel from multiple sources, to clean the data and to do many more things. That what we did in this part and you probably have been doing with Excel for a long time. So, I hope you'll enjoy the next part and I hope you'll enjoy this course. And good luck with the next course, and see you.