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

Creating calendar tables

Another useful feature in Power Pivot is the ability to create a dynamic date or calendar table for your data model.

In our Main Transactions table, we have columns that contain dates (the order dates and delivery dates in the Main Transactions table). However, there are gaps or missing dates in these columns. These gaps will not be ideal for us to use some of the time intelligence formulas. We need to create a series of dates that begin from the earliest date in our dataset all the way to the latest date without missing a date.

Power Pivot allows us to create this by using the Date Table feature under the Design tab. This will result in the creation of a new table that contains Date attributes we can use in our calculations.

To do this, go to Design | Date Table | New.

This should give us a date table with different columns, as shown in the following screenshot:

Figure 4.12 – Creating a calendar table in Power Pivot

Figure 4.12 – Creating a calendar table in Power...