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

Adding and formatting charts

Next up are charts. In this dashboard, we are going to insert two popular charts. We will add some formats to enhance how they appear in our dashboard.

The first chart is the area chart. This chart falls into the group of charts that are useful for visualizing trends. We are going to use this chart to show the trend of profits for the period that we select.

We will go through these steps:

  1. Create a PivotTable in the Calculations sheet in cell Q10.
  2. Put Months in the Row section and the Profit measure in the Values section.

This should give us the following PivotTable:

Figure 8.35 – Creating a PivotTable report on monthly profit

Figure 8.35 – Creating a PivotTable report on monthly profit

From here, we will select any cell in the PivotTable we just created and insert a PivotChart. In the chart options, we will select the Area chart:

Figure 8.36 – Inserting an area chart

Figure 8.36 – Inserting an area chart

We will reduce the clutter on the PivotChart by removing...