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 your first measure – where to go

Before we create our first measure, it would be a good idea to store all our measures in one table. This will make it easier to organize our measures and separate them from other fields in our data.

To create such a measures table, follow these steps:

  1. Select an empty cell in your worksheet.
  2. Copy the empty cell and click on the Manage button, as shown in the following screenshot:
Figure 5.2 – Creating a table for measures

Figure 5.2 – Creating a table for measures

  1. This should open the Power Pivot window.
  2. Click on Paste under the Home tab:
Figure 5.3 – The Paste dialog box in Power Pivot

Figure 5.3 – The Paste dialog box in Power Pivot

This brings up the following Paste Preview dialog box:

Figure 5.4 – Naming your measures

Figure 5.4 – Naming your measures

You can now assign a new name to the table. In my case, I named it My Measures. Click OK to finish the process.

You should now find a new table pasted in your data...