Transform your skills, data, and business—with the power user’s guide to PowerPivot for Excel. Led by two business intelligence (BI) experts, you’ll learn how to create and share your own BI solutions using software you already know and love: Microsoft Excel. Discover how to extend your existing skills, using the PowerPivot add-in to quickly turn mass quantities of data into meaningful information and on-the-job results—no programming required. The book introduces you to PowerPivot functionality, then takes a pragmatic approach to understanding and working with data models, data loading, data manipulation with Data Analysis Expressions (DAX), simple-to-sophisticated calculations, what-if analysis, and PowerPivot patterns. Learn how to create your own, “self-service” BI solutions, then share your results effortlessly across your organization using Microsoft SharePoint®.

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1. Chapter 1 First Steps with PowerPivot

   1. Working with Classic Excel PivotTables

   2. Working with PivotTables in PowerPivot

   3. Summary

2. Chapter 2 PowerPivot at Work

   1. Using the PivotTable to Produce Reports

   2. Adding More Tables

   3. Working with Dates

   4. Refreshing Data

   5. Using Slicers

   6. Summary

3. Chapter 3 Introduction to DAX

   1. Understanding Calculation in DAX

   2. Understanding Calculated Columns and Measures

   3. Handling Errors in DAX Expressions

   4. Common DAX Functions

   5. Summary

4. Chapter 4 Data Models

   1. Understanding Data Models

   2. Understanding Physical and Logical Data Models

   3. Understanding How and When to Denormalize Tables

   4. Complex Relationships

   5. Understanding OLTP and Data Marts

   6. Discovering Advanced Types of Relationships

   7. Summary

5. Chapter 5 Loading Data and Models

   1. Understanding Data Sources

   2. Loading from a Database

   3. Opening Existing Connections

   4. Loading from Access

   5. Loading from Analysis Services

   6. Using Linked Tables

   7. Loading from Excel Files

   8. Loading from Text Files

   9. Loading from the Clipboard

   10. Loading from a Report

   11. Loading from a Data Feed

   12. Loading from SharePoint

   13. Summary

6. Chapter 6 Evaluation Context and CALCULATE

   1. Understanding Evaluation Context

   2. Understanding the CALCULATE Function

   3. Understanding the EARLIER Function

   4. Summary

7. Chapter 7 Date Calculations in DAX

   1. Working with a Dates Table

   2. Aggregating and Comparing over Time

   3. Closing Balance over Time

   4. Summary

8. Chapter 8 Mastering PivotTables

   1. Understanding Different Types of PivotTables

   2. Custom Sorting in PivotTables

   3. Computing Ratios and Percentage in PivotTables

   4. Aggregating Data Without Using Sum

   5. Creating Dashboards

   6. Using Complex Queries as Linked Tables

   7. Performing Analysis of Old and New Data Together

   8. Defining Sets

   9. Creating Dynamic Sets with MDX

   10. Creating Sets of Measures with MDX

   11. Summary

9. Chapter 9 PowerPivot DAX Patterns

   1. Calculating Ratio and Percentage

   2. Computing Standard Deviation

   3. Ranking over a Measure

   4. Computing ABC and Pareto Analyses

   5. Event in Progress

   6. Summary

10. Chapter 10 PowerPivot Data Model Patterns

    1. Banding

    2. Performing Courier Simulation

    3. Summary

11. Chapter 11 Publishing to SharePoint

    1. SharePoint 2010 and PowerPivot Integration

    2. Publishing an Excel Workbook

    3. PowerPivot Data Refresh

    4. Summary

1. Appendix DAX Functions Reference

   1. Statistical Functions

   2. Logical Functions

   3. Information Functions

   4. Mathematical Functions

   5. Text Functions

   6. Date and Time Functions

   7. Filter and Value Functions

   8. Time Intelligence Functions

2. Appendix Biography