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POWER BI - EXCEL 2016 EXERCISES
Exercise: Create a date-based hierarchy, and show it in a pivot table
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!
- Go into SQL Server Management Studio;
- Open the SQL file you've just unzipped (you can press CTRL + O to do this); then
- 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:
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:
Your hierarchy should include the year, quarter and month.
Use your hierarchy to display the following pivot table:
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:
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:
You should just see your two hierarchies, and the Purchase table columns.
The result should be one very tidy-looking pivot table!
The final pivot table - you can expand either rows or columns.
Save this as Hierarchies, then close it down.