39 Questions
What is the purpose of unchecking 'growth previous quarter' in the pivot table?
To remove the growth percentage from the chart
What is the function of the PARALLELPERIOD function in the formula?
Returns the month, 12 months before the specified day
Why should the red curve be removed from the graph?
Because it shows negative percentages
What is the purpose of dragging and dropping the tables in the pivot table?
To switch the position of the tables
What does the YTD Sales formula calculate?
The total sales from the beginning of the year
What is the business case about?
Comparing sales of the quarters of 2022 with those of 2021
What is the purpose of creating a duplicate table in the pivot table?
To have one table for presentation and one for manipulation
What does the QTD Sales formula calculate?
The total sales of the current quarter
What is the primary purpose of using Excel in a company?
To store and analyze data
What should you do if you are behind schedule with assignments due to illness?
Post a brief explanation with a medical certificate on Canvas
Why is it important to practice Excel during your studies?
To prepare for your future job
What is the recommended way to ask questions in class?
By asking orally during the class
What should you do if you don't understand an English word?
Use Google Translate
What is the benefit of completing weekly assignments on time?
To improve your chances of getting a high score on the exam if you're close to the pass mark
What is the purpose of using PowerPivot in Excel?
To analyze data and create informative graphs
Why is it important to install Excel 365 on your laptop or home computer?
To have access to the software for future use
What is the primary objective of creating a table to evaluate sales evolution?
To show the growth of sales from one month to another
What is the first step to take when your teacher's model points to sources on their computer?
Edit the data source and browse to the source on your computer
Why is it important to check the 'Diagram View' after updating the data source?
To verify the relations between tables still exist
What is the purpose of creating a measure 'Growth previous month'?
To show the percentage change in sales from one month to another
What happens when you select only one table in the 'tables' tab?
All linked tables are selected automatically
What is one of the problems with the table created in the exercise?
Some numbers are not easy to interpret
Why is the order of selection important when selecting tables?
Because the order affects the resulting data
Why is a large percentage growth in sales not necessarily a good thing?
Because it may be due to a low sales figure in the previous month
What is the purpose of the 'Expand/Collapse' feature in PowerPivot?
To expand or collapse all data in one move
What is the main reason why tables and graphs should be designed to be easy to understand?
Because they should be useful for managing the business
How do you create a margin column in PowerPivot?
By using the 'Measures' feature and selecting the 'Orders' table
What is the purpose of creating a measure 'Compare previous month'?
To show the difference between the current and previous month's sales
Why is it important to show numbers that are understandable in a table?
Because it allows managers to make informed decisions
What is the purpose of creating a margin column in PowerPivot?
To analyze the profitability of products
What is the benefit of using PowerPivot to create a margin column?
It pre-calculates the sum of sales and cost
What is the primary reason for adding products as a separate table?
To have a unique list of products
What is the purpose of the 'products.txt' file?
To deliver data for the Products table
Why is it necessary to draw an arrow when linking the Products table to the Orders table?
To establish a relationship between the two tables
What is the unique identifier of a product in the Products table?
ProductID
What happens if there are duplicate values in the Products table?
An error message will appear, indicating that the outer table does not contain 1 row per product
How can the issue of duplicate values in the Products table be resolved?
By recreating the Products table and making sure every row is unique
What is the implication of using a model that is imported from and linked to external data sources?
The source data should be corrected if there are errors
What is the final step after resolving the issue of duplicate values in the Products table?
Refresh the data in the sheet and integrate the Products table into the model
Study Notes
Pivot Tables and PowerPivot
- Create a pivot table using the formula:
Calculate([Sum of Sales]; PREVIOUSMONTH('Calendar'[Date]))
- Add the field to the pivot table and create measures:
- "Compare previous month" =
[Sum of Sales] - [Sales previous Month]
- "Growth previous month" =
([Sum of Sales] - [Sales previous Month]) / [Sales previous Month]
- "Compare previous month" =
Evaluating the Table
- The table is useful for managers to see the evolution of sales from month to month
- The table has some issues:
- Some numbers are not easy to interpret (e.g. 84.332 shows twice)
- There is a repetition: bottom = top
- At least one percentage is very big (due to a month with few sales)
Excel and PowerPivot
- Spreadsheets and graphs are important tools in companies
- Excel is a handy software that helps to herd data
- Practice using Excel to create high-quality solutions and deliver them timely
Assignments and Tips
- Complete assignments weekly and ask questions during classes
- Use "Google translate" to understand English words
- If behind schedule due to illness or special circumstances, write a brief explanation and post it on Canvas
- Make sure to complete and post all assignments as soon as possible
Creating a Pivot Table
- Choose a table, and linked tables will be selected automatically
- Select CustomerCountry and then Customer to get the desired layout
- Add "Margin" to the pivot table using the formula:
[Sum of Sales] - [Sum of Cost]
- Use PowerPivot/"Measures"/New to create the margin column
Customizing a Pivot Table and Chart
- Use the filter to check which table is linked to the graph
- Remove the red curve to make the graph more readable
- Use drag and drop to switch the position of tables
- Uncheck "growth previous quarter" to customize the pivot table and chart
Special Time Periods
- YTD (Year To Date) =
TOTALYTD([Sum of Sales];Calendar[Date])
- QTD (Quarter To Date) =
TOTALQTD([Sum of Sales];Calendar[Date])
- Month Sales Last Year =
Calculate([Sum of Sales]; PARALLELPERIOD('Calendar'[Date];-12;Month))
- Compare parallel month =
[Sum of Sales] - [Month Sales Last Year]
- Growth parallel month =
[Compare parallel month] / [Month Sales Last Year]
Business Case 1
- Compare sales of quarters of 2022 with those of 2021
- Add products as a separate table using the text file "products.txt"
- Import the file into the model and draw an arrow from Orders to Products
- Make sure the data is linked correctly and solve any errors that may occur
Create a pivot table in Power BI to calculate sales for the previous month. This exercise helps users practice their data analysis skills in Power BI.
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