PowerPivot | Using other data sources exercise | Connect to and Link Excel and SQL Server Tables

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

Software ==> PowerPivot  (75 exercises)
Version ==> Excel 2010 and later
Topic ==> Using other data sources  (1 exercise)
Level ==> Harder than average
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).

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The aim of this exercise is to produce the following pivot table:

Pivot table of staff

Staff are categorised by age band and sales status.

 

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).

Create an Excel workbook, and connect to the tblStaff table in the MAM database.  Within this table, create a new column:

Birth year for any date

The new column gives the year corresponding to any date of birth.

 

Now create another new workbook, and in this put two new worksheets:

Table of sales staff types Different age categories
Assigning sales terms Categorising ages

You can use any ratings you like for ages, but to get the figures shown above you'll need to use Spring chicken for 1984 onwards, Not so springy for 1953 to 1983 and Just plain old for 1900 to 1952.

Save this workbook as Staff tables, and close it down.

In your original workbook, connect to these two Excel tables in PowerPivot, and create relationships as shown below:

Three tables linked

For each staff member you can get the type and the age rating.

 

Now create the pivot table shown at the start of this exercise, then save this workbook as Staff breakdown and close it down.

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