Contents

images About the Author

images About the Technical Reviewer

images Acknowledgments

images Chapter 1: Getting Started with PowerPivot for Excel

Filling the Gap with PowerPivot for Excel

What You Will Need

The 64-bit Decision

Installing the Add-In

A Brief Tour of PowerPivot for Excel

A Trivial Test Case

The Test Report

Summary

images Chapter 2: Hello World, PowerPivot Style

The Business Scenario

Assembling the Solution

SQL Server As a PowerPivot Data Source

Starting the Table Import Wizard

Selecting the Table

Monitoring the Import

Reviewing the Results

Data Refresh

Creating the Report

Narrowing to the Top Ten

Behind the Scenes in PowerPivot for Excel

Summary

images Chapter 3: Combining Data Sources

The Business Scenario

Configuring Excel As a Data Source

Venturing into the Date Dimension

Understanding the Design

Good Relationships

PivotTables and PivotCharts

Slicers

Refreshing the Data

Summary

images Chapter 4: Data Analysis Expressions

Fundamentals of DAX

Calculated Columns

Creating a Calculated Column

Filtering PowerPivot Data

Spotting Calculated Columns in the PowerPivot Field List

Table Relationships

Understanding the Problem

Illustrating Relationships with Football

Relating Tables with DAX

Calculated Measures from Multiple Data Sources

The Business Problem

Separation of Facts and Dimensions

New Measures

Filter Context

Begin with a PivotTable

Compute Percent of Whole

Summary

images Chapter 5: A Method to the Madness

Justification for a Method

Principles

Embrace Failure

Think Dimensionally, Act Locally

Transactional vs. Analytical Data Stores

Measures, Dimensions, and Hierarchies

Practices

Take Advantage of Revision Control

Rename Early to Keep DAX Formulas Sane

Creating a Relationship

Renaming an Object in a Relationship

Examining the Result

Choose Online Datasources When Possible

Relate Fact Sets Through a Dimension Table

Create a Separate Date Dimension

Shortcut to a Rich Date Dimension

Handling Moving Holidays

Leverage Built-In Measures

No Calculation

% of Grand Total

% of Column Total

% of Row Total

% Of

% of Parent Row Total

% of Parent Column Total

% of Parent Total

Difference From

% Difference From

Running Total In

% Running Total In

“Rank Smallest to Largest” and “Rank Largest to Smallest”

Index

Customize Your PivotCharts via PivotTables

Summary

images Chapter 6: Installing PowerPivot for SharePoint

Getting Started

Existing SharePoint 2010 Installation

Step One: Install SQL Server PowerPivot for SharePoint

Step Two: Deploy the PowerPivot Solution Package

Step Three: Start Other Required Services

Step Four: PowerPivot Service Application

Step Five: Enable Excel Services

Step Six: Enable the Secure Store Service

Step Seven: Enable Usage Data Collection

Step Eight: Maximum File Upload Size

Step Nine: Activate PowerPivot at the Site Collection Level

Step Ten: Verify the Configuration Changes Work

Virtual Success

Step One: Create a New Virtual Machine

Step Two: Add the Domain Controller Role

Step Three: Add the Server to Your Domain

Step Four: Install SharePoint 2010 Server

Step Five: Install SQL Server 2008 R2 and PowerPivot

Running PowerPivot for SharePoint on Windows 7

The Road Map

Step One: Install SQL Server 2008 R2

Step Two: Install the SharePoint Prerequisites

Edit the Config.xml File

Install Microsoft Filter Pack 2.0

Install WCF Hotfix KB976462

Install ADO.Net Data Services Update

Install the Microsoft Sync Framework

Install SQL Server Native Client

Install Windows Identity Foundation

Install Chart Controls

Install Microsoft SQL Server 2008 Analysis Services ADOMD.NET

Enable Required Windows Features

Step Three: Install SharePoint 2010 Server

Step Four: Add PowerPivot for SharePoint Existing Farm

Step Five: Final Configuration

Fun with PowerPivot and SharePoint

Verifying That the Installation Works

Viewing the PowerPivot Gallery

Potential Errors

Summary

images Chapter 7: Collaboration, Version Control, and Management

Sharing Solutions

Publishing

Revision Control

PowerPivot Gallery View Settings

Gallery

Theater

Carousel

All Documents

PowerPivot Gallery Permissions

Web Usage Scenarios

Excel via the Browser

PowerPivot from an iPad or Other Tablet

PowerPivot Management Dashboard

Accessing the PowerPivot Management Dashboard

Using the Management Dashboard

Query Response Times

Average Instance CPU

Average Instance Memory

Activity

Performance

Workbook Activity Chart

Workbook Activity List

Configuring Usage Data Collection

Summary

images Chapter 8: PowerPivot As a Data Source

PowerPivot As a Data Source for PowerPivot

Verifying the Solution Prerequisites

Assembling the Pieces

Refreshing the Summary

PowerPivot Management Dashboard As a Data Source

Creating the Office Data Connection (.odc) File

Writing a Report Using PowerPivot Management Data

PowerPivot and PerformancePoint Dashboards

Creating the Data Connection

Creating the Analytic Chart

Deploying to SharePoint

Summary

images Chapter 9: PowerPivot and SQL Server Reporting Services

Consuming SSRS As a PowerPivot Data Source

Verifying Report Access

Configuring the Connection

Using PowerPivot As an SSRS Data Source

Creating the PowerPivot Source Worksheet

Opening Report Manager

Developing the Example SSRS Report

Summary

images Chapter 10: PowerPivot and Predictive Analytics

Introducing the Data Mining Add-In for Excel

Installing the Data Mining Add-In

Locating the Table Analysis Tools

Creating a SSAS Connection

Configuring the SSAS Server

Avoiding Connection Frustration

Adding the SSAS Connection Within the Data Mining Add-In

Preparing Data with PowerPivot

Mining Some Data

Taking Data Mining to the Cloud with Predixion Software

Setting Up the Predixion Add-In

Predicting Airline Delays

Summary

images Chapter 11: Tips, Tricks, and Traps

PowerPivot Annoyances

Disabled PowerPivot Add-In

Calculated Column Missing

User Experience for PowerPivot Solutions

Connect Slicers Visually

Lose the Grid

Tuning PowerPivot Performance

Slicers: Less Is More

PowerPivot and SSAS Interaction

Summary

images Index

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