Questions Power Users Ask about Excel: #4 of N

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In this series, I intend to document common questions asked by Power users about Excel connected to SSAS cubes (or data warehouse) after they go beyond the basic stage of understanding & using Row labels, column labels, report filter & values in Pivot Tables. This post is #4 of N:

a. How to Filter Measure Values?

Report Filters are a great way to put constraints on the data that is displayed. So once a user gets the concept of selecting dimensions as report filters & slicers, they might start wondering how to filter measure values? How do they show a list of customers that have ordered less than $100,000 worth of products? They might try to drag a measure to the report filter section but that won’t work & Excel will throw an error. So how can users filter measure values? it’s a feature of Pivot Table called “Value Filters” and that would be helpful here. Here are the steps:

1. Select the Pivot Table.

2. click on a drop down menu besides “row labels”

Excel Pivot Table Value Filter3. After that, go to Value Filters. You can see that you can filter by applying different rules like Top 10, less than, greater than, etc. Let me demo “Less than or equal to”

Pivot Table Excel SSAS cube filter values measure4. On the next dialog box, you can select the measure, rule & the filter value:

Pivot Table excel ssas cubeAfter you’ve set them up, click on ok and the Pivot Table will filter by measure values.

Note: Be careful when sharing the files that have value filters with other users, let them know that you’ve value filters set on the report as the value filters are not clearly visible if you’re looking at the file for first time.

b. How to move a Pivot Table?

If a user is trying to create a dashboard using excel, they’ll have more than one Pivot Table in a sheet. In that case, they’ll need to move the Pivot Tables around. here are the steps:

1. select the Pivot Table.

2. In the menu bar, go to Pivot table Tools > Move Pivot Table:

Pivot Table options Excel Move

3. select your NEW destination and click on OK.

Move Excel Pivot Table 2010That’s it!

Conclusion:

In this post, we saw how to filter measure values & how to move Pivot Tables.

In earlier articles we saw:

#1: How to sort data? How to add slicers? How to change Pivot table Layout

#2: How to add calculated measures?

#3: how to remove grand totals & subtotals and, how to configure the automatic data refresh.

Power Pivot: Casting DateTime to Date in SQL Server source query

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DateTime columns can be tricky for analysis purposes. They don’t work well with Pivot Tables because of the time part, each value seems unique to the Pivot Table & it also creates problems while creating relationships with Date Dimensions. And so, It’s a common need to convert them to just Date before analyzing data & also a common need to create a relationship between the Date (and not DateTime) with Date Dimension Table.

So if it’s possible, I try to do the data type conversion in the source system query. If your source system is SQL Server, you could use this piece of code:

[code language=”sql”]
select [your-fields],cast([DateTime_Col] as date) as Date_Col from TableName
[/code]

Doing the data type conversion upfront in the source system query is a good thing to do. And I hope this is helpful.

Related Posts:
Strange date relationships with #PowerPivot
Date and Date/Time – Sneaky Data Types!

 

How to Flatten Data in Excel Pivot Table?

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How to flatten data in Excel Pivot Table?

By default, its hierarchical but I want the data in a Tabular/Flattened format. How do I do that? I am going to show how to do that with Excel 2010.

Default View (Note the Hierarchical view of Pivot Tables)

Before Pivot Table in Compact Form

BEFORE

After I Flattening it, It should look this:

After Pivot Table Tabular Form Flattened

AFTER

Note: it also depends on data, not every data can be represented in the flattened view. In above example, we’re analyzing each product (evident by product id) and so it supports the flattened view.

here are the steps:

1. Select Pivot Table

2. From the Toolbar, Turn off Subtotals. Go to Pivot Table Options > Design > Sub Totals > Do not show Subtotals

3. Go to Pivot Table options > Design > Report Layout > Show in Tabular Form.

Show in Tabular Form Pivot Table

That’s about it. once you do that, you should see data in flattened format.

How to add calculated measures to Pivot Tables using OLAP Pivot Table Extensions add-in?

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Situation:

Power users in your organization/company are developing Excel 2010 reports against OLAP Cubes. They want to add their own calculations for analysis.

BUT

Excel 2010 does not allow end-users to add their own private MDX calculations.

Solution:

A Free Community Excel add-in helps in this case. It’s called “OLAP Pivot Table Extensions”. Here are the steps to download, Install and use it:

1) Check Excel Version (32-bit/64-Bit)

Open Excel > File > Help> About Microsoft Excel

excel version 32 bit or 64 bit

2) Download OLAP Pivot Table Extensions and Install it

Download URL: http://olappivottableextend.codeplex.com/ > Navigate to Downloads Tab & install the right version based on your local excel version.

In my case, I had 64-bit excel so I’ll download the 64-bit version of OLAP Pivot Table extensions.

Excel Pivot Table Extensions

Close Excel and Install add-in

3) Add simple measure

Open Excel.

Connect to Cube.

Let’s add a simple measure that calculates the difference between two measures.

So I created a simple Pivot Table that looks like:

Excel Simple Pivot Table OLAPNow let’s add a calculated measure:

Select the Pivot Table > Right Click > OLAP Pivot Table Extensions

OLAP PIVOT TABLE EXCEL EXTENTSIONS

On the next screen, please enter the name Difference. and the simple formula:

[Measures].[Meausre1]-[Measures].[Measure2]

(please replace measure1 & measure2 with the measure names from your cube)

And click on Add to Pivot Table

Simple Formula OLAP excel calculated memberYou can now see that the calculated measure Difference got added to the Pivot Table!

Excel olap pivot table with calculated memberNote

1) OLAP Pivot Table extensions is not supported by Microsoft. It’s a community software.

2) To maintain the single version of truth (after all that’s why you create cubes/Data-warehouse’s!), it’s recommended that calculated measures that end users want in the cube.

That’s about it for this post! Your feedback is most welcome!

 

Data Explorer is now “Power Query” AND yes, you can use with Excel 2010 Pro Plus!

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Microsoft announced a cloud based business intelligence platform called Power BI – as a part of that, the project (in public preview) that was previously called “Data Explorer” will be released as “Power Query”. It’s a great tool that have used to find, clean and shape data in Excel 2010, very useful! So one of the first things I checked was whether Excel 2010 can run Power Query or not. Turns out, it does! It works with Excel 2010 professional plus (Please read the system requirements on the official download page for details)

power query excel 2010 professional

And of course, I downloaded and installed it on my Excel 2010 professional plus.If you’ve not installed Office 2010 SP1 or higher, do that too.

Please note that this change affects some of the blog posts that I’ve published on this blog, Here’s the list:

1) Exploring, filtering and shaping web-based public data using Data Explorer Excel add-in
2) Web Scraping Tables using Excel add-in Data Explorer preview
3) Unpivoting data using the data explorer preview for Excel 2010/2013
4) Merging/Joining datasets in Excel using Data Explorer add-in
5) Remove Duplicates in Excel Tables using Data Explorer Add-in

That’s about it for this post. Update your “Data Explorer” tab to “Power Query” if you haven’t already! It’s a handy tool and I am glad to see that Data Explorer Power Query runs on Excel 2010 Pro Plus!

PowerPivot DAX: Moving Average

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A quick blog post about sharing PowerPivot DAX formula to calculate moving average. Please use this as building block for your scenario:

Here’s the Data:

DATE AMOUNT
6/1/2013 50
6/2/2013 40
6/3/2013 30
6/4/2013 20
6/5/2013 10
6/6/2013 10
6/7/2013 20
6/8/2013 30
6/9/2013 40
6/10/2013 50

(usually, the date would in a date table. For the purpose of sharing building block of this formula, I kept it this way to keep it simple)

Formula (Calculated Measure):

[code language=”text”]
Moving Average Last 3 days:=CALCULATE(AVERAGE(TableName[Amt]),DATESINPERIOD(TableName[date],PREVIOUSDAY(TableName[date]),-3,day))
[/code]

Results via a Pivot Table: powerpivot dax moving average

Note that the formula is a building block and you’ll have to make changes as per your requirement and data model. Feel free to leave a comment if you need some assistance from my side. And also consider using the PowerPivot forum to reach out to community: MSDN Forum – PowerPivot for Excel

Getting Started: Implementing Dynamic Security with row filters in Tabular Models

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In this blog post. I’ll help you get started w/ implementing dynamic security with row filters in Tabular Models.

Scenario:

We’ve users that connect to a Tabular Model via Excel for Data Analysis purposes. One of the analysis that they do is Countries VS. Total Margin:

tabular models countries total margin profit

What we want to do is restrict someone from Europe to see data only about France, Germany and United Kingdom

Solution:

1) Open Tabular Model in SSDT (SQL Server Data Tools)

2) Toolbar > Model > Roles

tabular models BISM roles

3)  Role Manager > NEW > change Name to Europe and Permissions to Read

4) Under the Row Filters, for the Geography Table, enter the following code:

=[Country Region Name]=”France” ||  [Country Region Name]=”Germany” || [Country Region Name]=”United Kingdom”

How to edit code for your scenario? change the [country region name] to your column(s) and also change the values

role tabular dax filter ssdt code

5) Click OK

6) Now let’s test it!

7) Toolbar > Model > Analyze in Excel

8) Select the role Europe

dynamic row filter in tabular models9) Click ok.

10) From Pivot Table, Select Margin & Countries:

DAX tabular models dynamic row filters based on location

11) As you can see, since the role Europe was selected for testing purpose in step 8 –  ONLY France, Germany and UK data is shown in our test! This means that our row filters are working perfectly!

I hope this tutorial helps you get started on implementing dynamic security in Tabular models.

Resource:

WhitePaper: Securing the Tabular BI Semantic Model