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Create a calculated field in PowerPivot

Open the Excel workbook which we used in our previous post on this topic. Olympics Excel Work book.

Select PowerPivot -> Manage

PowerPivot Window will open, If Calculation area not visible below table data as shown in below screen. Click Calculation Area button in Top Right Corner.

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In the Calculation Area, select the cell directly below the Edition column. From the ribbon, select AutoSum > Distinct Count, as shown in the following screen.
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Power Pivot automatically created the following DAX formula: Distinct Count of Edition:=DISTINCTCOUNT([Edition])

Additional calculations in AutoSum are just as easy, such as Sum, Average, Min, Max, and others.

Let’s calculate the percentage of all medals. In the formula bar, type the following DAX formula. IntelliSense provides available commands based on what you type, and you can press Tab to select the highlighted IntelliSense option. Percentage of All Medals:=[Count of Medal]/CALCULATE([Count of Medal],ALL(Medals))
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When we return to Excel Sheet we can find these fields available in Medal Table. Shown in the right side of the screen above.

Let’s create a PivotTable from Medal Table. Our Pivot Table will be designed as below screen.
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I will come up with more details inn my upcoming posts. Till then stay tuned, keep Learning and keep practicing.

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Extend the Data Model using calculated columns

Recall from my previous post Add a relationship using Diagram View in Power Pivot

Which I have left with below note. I will be continuing from where I left my previous post.

It’s nice when the data in your Data Model has all the fields necessary to create relationships, and mash up data to visualize in Power View or PivotTables. But tables aren’t always so cooperative, so in today’s post will describe how to create a new column, using DAX that can be used to create a relationship between tables.

Open the Olympics Excel sheet which we used in our previous post.

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Delete the column EditionID from sheet Medals & Hosts Table/Sheet.
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After deleting the Column EditionID from Table/Sheet Select Update All in Ribbon from PowerPivot Tab. This will update the column in Data Model.

Since we are going to learn creating relationship on calculated fields.

In Hosts, we can create a unique calculated column by combining the Edition field (the year of the Olympics event) and the Season field (Summer or Winter). In the Medals table there is also an Edition field and a Season field, so if we create a calculated column in each of those tables that combines the Edition and Season fields, we can establish a relationship between Hosts and Medals. The following screen shows the Hosts table, with its Edition and Season fields selected
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Select the Hosts table in Power Pivot. Adjacent to the existing columns is an empty column titled Add Column. Power Pivot provides that column as a placeholder. There are many ways to add a new column to a table in Power Pivot, one of which is to simply select the empty column that has the title Add Column.

In the formula bar, type the following DAX formula. The CONCATENATE function combines two or more fields into one. As you type, AutoComplete helps you type the fully qualified names of columns and tables, and lists the functions that are available. Use tab to select AutoComplete suggestions. You can also just click the column while typing your formula, and Power Pivot inserts the column name into your formula.

=CONCATENATE([Edition],[Season])

When you finish building the formula, press Enter to accept it.

Values are populated for all the rows in the calculated column. If you scroll down through the table, you see that each row is unique – so we’ve successfully created a field that uniquely identifies each row in the Hosts table. Such fields are called a primary key.

Let’s rename the calculated column to EditionID. You can rename any column by double-clicking it, or by right-clicking the column and choosing Rename Column. When completed, the Hosts table in Power Pivot looks like the following screen.
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Next let’s create a calculated column in Medals that matches the format of the EditionID column we created in Hosts, so we can create a relationship between them.

When you created a new column, Power Pivot added another placeholder column called Add Column. Next we want to create the EditionID calculated column, so select Add Column. In the formula bar, type the following DAX formula and press Enter.

=CONCATENATE([Year],[Season])

Rename the column by double-clicking CalculatedColumn1 and typing EditionID.
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Next let’s use the calculated columns we created to establish a relationship between Hosts and Medals.

In the Power Pivot window, select Home > View > Diagram View from the ribbon.

Drag the EditionID column in Medals to the EditionID column in Hosts. Power Pivot creates a relationship between the tables based on the EditionID column, and draws a line between the two columns, indicating the relationship.
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Now you can see the relationship between Host & Medal table is established on calculated field EditionID in both the tables.

Stay tuned for more details on this topic. I will come up with next step in this series in my upcoming post.

Till then keep learning & practicing.

Create a calculated column in PowerPivot

If you have missed earlier post, please walkthrough them for better understanding from below links:

PowerPivot for Excel

PowerPivot Creating a Data Model in Excel 2013

Adding more tables to the Data Model using Existing Connection – In PowerPivot

Add relationships to Data Model in PowerPivot

How to add Filter for data retrieval in PowerPivot Data model.

In Power Pivot, you can use Data Analysis Expressions (DAX) to add calculations. In this task, I will add simple Excel Formula =ABS (Quantity) in Item Ledger Entry Sheet. You can add formulas either simple calculation from two fields or referencing from other tables and sheet. I will come with more details on this in separate post.

  • In the Power Pivot window, switch to Data View.
  • Select the Item Ledger Entry table/ sheet.
  • Click Design > Add.

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Alternatively you can Add by selecting Column, Right Click and choose Insert Column as you do in Excel.

New Column Will be Added.

  • In the formula bar above the table, type the following formula. AutoComplete helps you type the fully qualified names of columns and tables, and lists the functions that are available. You can also just click the column and Power Pivot adds the column name to the formula.

In my case it is =abs([Quantity])

  • When you have finished building the formula, press Enter to accept the formula.

Values are populated for all the rows in the calculated column. If you scroll down through the table, you will see that rows can have different values for this column, based on the data that is in each row.

Rename the column by right-clicking and selecting Rename Column.
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  • Type Sales Quantity, and then press Enter.

Below is the Screen after populating the value post formula application to Calculated Column.
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I will come up with more details in my upcoming post, Till then keep practicing and stay tuned for more details and updates on this topic.

Important

Most of the contents you find in this blog will be either inherited from MSDN or Navision Developer IT Pro Help. Some places images are also directly taken from these sites. Purpose is simple to try those stuffs and re-produce adding few things as per my understanding to make easy understanding for others and quick reference.

Here nothing under my own brand or authorship of the content. At any point of time we are just promoting Microsoft stuffs nothing personnel with same.

Hope stuffs used here will not violate any copyright agreement with them. In case by mistake or in-intestinally it happens and the Microsoft feels these should not be used Microsoft have full right to inform me about same and will be glad to take down any such content which may be violating the norms.

Purpose is to promote Navision and share with community.

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