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Data Modeling with Microsoft Excel

You're reading from   Data Modeling with Microsoft Excel Model and analyze data using Power Pivot, DAX, and Cube functions

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Product type Paperback
Published in Nov 2023
Publisher Packt
ISBN-13 9781803240282
Length 316 pages
Edition 1st Edition
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Author (1):
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Bernard Obeng Boateng Bernard Obeng Boateng
Author Profile Icon Bernard Obeng Boateng
Bernard Obeng Boateng
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Table of Contents (16) Chapters Close

Preface 1. Part 1: Overview and Introduction to Data Modeling in Microsoft Excel
2. Chapter 1: Getting Started with Data Modeling – Overview and Importance FREE CHAPTER 3. Chapter 2: Data Structuring for Data Models – What’s the best way to layout your data? 4. Chapter 3: Preparing Your Data for the Data Model – Cleaning and Transforming Your Data Using Power Query 5. Chapter 4: Data Modeling with Power Pivot – Understanding How to Combine and Analyze Multiple Tables Using the Data Model 6. Part 2: Creating Insightful Calculations from your Data Model using DAX and Cube Functions
7. Chapter 5: Creating DAX Calculations from Your Data Model – Introduction to Measures and Calculated Columns 8. Chapter 6: Creating Cube Functions from Your Data Model – a Flexible Alternative to Calculations in Your Data Model 9. Part 3: Putting it all together with a Dashboard
10. Chapter 7: Communicating Insights from Your Data Model Using Dashboards – Overview and Uses 11. Chapter 8: Visualization Elements for Your Dashboard – Slicers, PivotCharts, Conditional Formatting, and Shapes 12. Chapter 9: Choosing the Right Design Themes – Less Is More with Colors 13. Chapter 10: Publication and Deployment – Sharing with Report Users 14. Index 15. Other Books You May Enjoy

Best practices with Power Pivot

To get the best out of your Power Pivot and data model, there are some best practices you need to adopt to ensure optimum performance. We discuss some of these best practices here:

  • Ideally, all datasets that are added to the data model should be named tables. This makes it easy to identify the tables when creating your DAX formulas.
  • Update your source data to limit the number of columns and rows you import into Power Pivot. This will improve performance and give you a better response for your calculations. You can achieve this by normalizing your data. We will discuss this in the next chapter.
  • Avoid creating calculations that shape and transform your data in Power Pivot. You can do all the data transformation and shaping in Power Query and then after, load it to Power Pivot. We will discuss Power Query in detail later in the book.
  • Use the Diagram view in View to get an overview of your datasets and how they connect to each other and the Data view to audit or explore the content of each dataset.
  • Ensure that the data type in each column is consistently formatted. For example, a column that contains dates should not have text input.

Sticking to these rules will greatly improve the performance of Power Pivot.

You have been reading a chapter from
Data Modeling with Microsoft Excel
Published in: Nov 2023
Publisher: Packt
ISBN-13: 9781803240282
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