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Lecture - Module 7 - Notes

This document provides an overview of visualizing data in Excel, including how to create pivot charts without pivot tables, use slicers to filter multiple charts, define and use hierarchies in the Excel data model, customize pivot tables, and use cube functions to convert a pivot table to formulas for more flexibility. Key topics covered include visual cleanliness, connecting slicers, available options for data hierarchies, and integrating data from multiple tables into a single report using MDX and cube functions.

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25 views

Lecture - Module 7 - Notes

This document provides an overview of visualizing data in Excel, including how to create pivot charts without pivot tables, use slicers to filter multiple charts, define and use hierarchies in the Excel data model, customize pivot tables, and use cube functions to convert a pivot table to formulas for more flexibility. Key topics covered include visual cleanliness, connecting slicers, available options for data hierarchies, and integrating data from multiple tables into a single report using MDX and cube functions.

Uploaded by

cosmas
Copyright
© © All Rights Reserved
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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edX - DAT206x - Module 7 - Lecture Notes

- Visualizing Data in Excel

Additional information:
- More on hierarchies in the Excel Data Model:
https://support.office.com/en-us/article/Hierarchies-in-Power-Pivot-
002cf883-3b5f-497c-bfa1-ab2271cdb73b

- Visualizing
- Can create Pivot Charts without Pivot Tables (new feature 2013)
- For visual cleanliness, consider turning off spreadsheet features like
gridlines in dashboards
- Also consider hiding tables so they don't clutter the Pivot field selection
window
-

- Slicers
- If you create a slicer in one pivotchart, you have to go to options for
slicer, then Report Connections and
then select other charts if you want to tie it to other charts
- Argues for naming charts so you can see non-default names in this
selector
- May show more options than there is data (greyed out) but you can also hide
these excess options
- Can be connected to Pivot Charts and Pivot Tables on other worksheets

- Data hierarchies
- Can be defined in Data Model
- Hierarchy:
- Collection of fields (e.g. Year, Month, Day) that go together
- If there's a specific drilldown path for any task or analysis that is
repetitive, consider a hierarchy

- Customizing Pivot Tables


- Connect existing slicer to Pivot Table:
- Either
- Edit Connections in Slicer options
OR
- In Analyze button for Table, use Filter Connections

- Cube Functions
- Create Pivot Table
- From Analyze ribbon within Pivot Table, in Calculation chunk, use OLAP
Tools -> Convert to Formulas
- This changes the Pivot Table so that each cell is now a cube function
- Slicer is still connected to these formulas
- CUBESET function starts with Connection
- Then you can drill down through data model with autofill
- .children function can be inserted manually
- This is an MDX function
- MDX is the syntax/language of OLAP data cubes
- Cell with CUBESET function now contains data which you can reference
with CUBERANKEDMEMBER and CUBEMEMBER functions
- CUBEVALUE can reference context values (you specify cell locations)
and slicers (by name)
- Far more flexible in terms of cell locations and narrowed behavior
than Pivot Tables
- You should understand MDX to help understand how this feature set
works
- Also can integrate data from multiple tables into a single report

Cube-based charting:
- Treemap and Sunburst charts available only in 2016
- Show results based on area/value

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