Exercise: Create a date-based hierarchy, and show it in a pivot table

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Category ==> Power BI - Excel 2016  (23 exercises)
Topic ==> Hierarchies  (1 exercise)
Level ==> Average difficulty
Course ==> PowerPivot / Excel Power BI
Before you can do this exercise, you'll need to download and unzip this file (if you have any problems doing this, click here for help). Once you've done this:
  1. Go into SQL Server Management Studio;
  2. Open the SQL file you've just unzipped (you can press CTRL + O to do this); then
  3. Execute this script.

This will generate the database that you'll need to use in order to do this exercise (note that the database and script are only to be used for exercises published on this website, and may not be reused or distributed in any form without the prior written permission of Wise Owl).

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Create a new workbook, and import the tblPurchase and tblCalendar tables into a PowerPivot data model:

Relationship between tables

You'll need to create the relationship shown between the tables also.

Create a hierarchy within the Calendar table such that your pivot table field list looks like this:

Calendar hierarchy

Your hierarchy should include the year, quarter and month.

 

Use your hierarchy to display the following pivot table:

Sales by year

Check that you can expand each year to show the sales by quarter and then by month.

 

If that was too easy, and you still have time, you could always try adding a hierarchy by environment, habitat and product.  To do this first add these 3 tables into your data model (you'll need to link the product and purchase tables together also).

Use the RELATED function to show the environment and habitat for each product:

Product, habitat and environment

Use RELATED to show these 3 columns in the same table.

Now create a hierarchy called Surroundings, and hide columns and tables so that your pivot table field list looks like this:

Pivot table field list

You should just see your two hierarchies, and the Purchase table columns.

 

The result should be one very tidy-looking pivot table!

Hierarchies

The final pivot table - you can expand either rows or columns.

Save this as Hierarchies, then close it down. 

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