Exercise: Show Percentages of Row and Column Totals

This exercise is provided to allow potential course delegates to choose the correct Wise Owl Microsoft training course, and may not be reproduced in whole or in part in any format without the prior written consent of Wise Owl.

The answer to the exercise will be included and explained if you attend the course listed below!

Category ==> Power BI - Excel 2016  (23 exercises)
Topic ==> The CALCULATE function  (3 exercises)
Level ==> Relatively easy
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 following tables into a new PowerPivot data model:

Tables to import

As ever, give your tables friendly names too.

Create a pivot table based on this model, showing total quantity sold by family and centre type:

Pivot table of data

A vanilla pivot table!

Create a measure to show in each cell total sales for that centre type and that family, divided by total sales for that centre type for all families.  The numerator can just show total sales:

=SUM ( [Quantity] )

The denominator will be more complicated:

=SUM( [Quantity] ) / CALCULATE ( SUM ( [Quantity] ), ALL ( ... ) )

The resulting pivot table should look like this:

Percentages for families

You can actually do this in normal Excel pivot tables too, although PowerPivot will let you create much more complicated measures than this.

Feeling flushed with success?  Try creating and showing another measure, this time to show sales as a percentage of all centre types:

Percentage centre types

This time it's the bottom total which shows 100% for each cell.

Save this workbook as Fair shares, then close it down. 

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