PowerPivot | The CALCULATE function exercise | Use CALCULATE to work out regional proportions

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.

You can learn how to do this exercise on the relevant Wise Owl classroom training course (sadly for the moment only in the UK).

Software ==> PowerPivot  (75 exercises)
Version ==> Excel 2010 and later
Topic ==> The CALCULATE function  (15 exercises)
Level ==> Relatively easy
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).

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The aim of this exercise is to create the followng pivot table:

Regional totals and proportions

For each region, compare it's sales per year against total sales across all regions.

As always, further explanations follows! 

To start, if you haven't already done so run the script in the above folder to generate the MAM database (not for commercial use or copying).

The PowerPivot field list you'll need for this is as follows:

The PowerPivot field list

It doesn't have to be this neat, but these will be the fields you'll need.

 

Here are the relationships that you'll need:

Relationships needed

You'll need the regions table, the transactions table, and all the tables between them.

Once you've got the basic pivot table working, add two measures:

Measure What it calculates
All regions The total quantity of transactions, but for all regions (see hint below).
Proportion The total quantity of sales for this cell (ie for this filter context), divided by the total quantiy of transactions for all regions.

The syntax you'll need is =CALCULATE(SUM(something),ALL(some column).

Save this workbook as Regional proportions, then close it down.

You can unzip this file to see the answers to this exercise, although please remember this is for your personal use only.
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