Excel Data Model Relationship not working - excel

Hi have 2 tables in my data model in Power Pivot, Excel. The larger table (22m rows) is linked by * to 1 relationship with the smaller table (7m) by a text field.
Larger table
Company number|Director Name|Nationality
Smaller table
Company Number|Company Name|Address. Town|Status
I have then created a pivot table, which has a filter on a "Address.Town", and I have deliberately chosen a town where there are only 2 companies registered.
I want to add the "Director Name" as rows in my pivot table, but I am getting an error "cannot make any changes because there are too many rows and columns...".
It does not matter how narrow I define the criteria, I still get this error.
With my relationship in place, I was expecting to see only 3 directors, well below 100k row limit for Pivot table.
How do I make it work please?
Thank you,

Related

Excel PowerPivot Measure For cumulative total (of only the visible cells in a Pivot Table) for underlying OLAP data

I am trying to provide on of our FHF fundraising campaign managers with a tool they can use to help them pick postcodes to send a campaign to.
Spoecifcally, I'm seeking help writing an Excel PowerPivot Measure for a cumulative total that counts only the visible cells in a Pivot Table and wherein the source data is OLAP (i.e. an Excel Data Model - which seems to carry some constraints to possible solutions)
The linked worksheet is a simplified example of the excel worksheet tool I want to give to the Campaign Manager in a Fundraising setting https://www.dropbox.com/scl/fi/3pfc8ix2ekduoocsa90zs/minReprodExample_share1.xlsx?dl=0&rlkey=m6gqf5zbjxhl6dzkjq653it3d
We have two predictive models both giving different predicted response rates per postcode
The 'data' tab contains the raw data
The 'modelA_pivot' tab contains a pivot table ranking the raw data according to the predicted response rates from ModelA
'model_pivotB' does the identical pivot for ModelB
Focussing just on the 'modelA_pivot' tab for now
you can see a slicer that allows the campaign manager to exclude postcodes with only 3,000 addresses
(or some other threshold level of their choosing)
The slicer's exclusion of a single postcode with 3,000 addresses in this example is why you see the rank column in the pivot run; 1, 3, 4, 5
(i.e. missing rank 2 postcode with 3,000 addresses)
In the pivot, the last column - 'addressCount_postcodeCumulative_modelA' - is based on an excel Power Pivot 'Measure'
And the current formula of the measure is
=VAR rankCurrent = MAX([rank_modelA])
RETURN
CALCULATE(
SUM([addressCount_postcodePer]),
FILTER(
ALL(data),
[rank_modelA] <= rankCurrent
)
)
You can see in the 'modelA_pivot' tab the 'addressCount_postcodeCumulative_modelA' column
doesn't work or make sense. As it includes the cumulative total of ALL addresses (including the 3,000 addresses that are excluded from the pivot)
Can anyone help me with a 'Measure' formula that sums only the addresses of the postcodes that are visible and included in the pivot table
FYI and in case anyone is wondering, why a 'Measure'; I am using excel Power Query and Power Pivot so if/when the data upstream changes, the data team will be able to refresh this worksheet with a single click (more or less), and the campaign manager still gets to use excel (the tool they know and like)
But, the use of excel Power Query and Power Pivot and setting this up as an excel Data Model (which uses OLAP structured data)
is also injecting constraints which I'm hoping to fit the answer to this puzzle inside
Constraints such as;
I can't seem to put calculated fields onto the pivot table, and
I don't want to just add conventional excel columns on the side of the pivot table as the size of the pivot table is dynamic depending on choices of the Campaign Manager (like their choice of threshold # addresses in the slicer)

How to use the unique items from in a column from several tables as the row criteria of a pivot table in excel data model using Dax?

I have 3 different tables with the customer name and there are duplicates as well as unique customers in the 3 tables and I need to get the unique for all 3 to be used as the rows criteria in the pivot table.
I've been finding a way to do so but I cannot seem to figure it out.
The measure I tried is: Customers:=DISTINCT(UNION(VALUES('Test1 - Invoice'[CustomerID]),VALUES('Test2 - Invoice'[CustomerID]),VALUES('Test3 - Invoice'[CustomerID])))
But I get the error below:
Semantic Error: Too many arguments were passed to the VALUES function.
The maximum argument count for the function is 1.
I am quite new to DAX and have no idea how to do it. I believe it is because measures are only for values if i'm not mistaken
I read that to place on other fields of the pivot table, it has to be a calculated column although I do not see how it can be a calculated column as well.
One approach is to create a separate table to store the Customer Name dimension - then create relationships between that Customer dimension table and your 3 fact tables. This would be most effective at the Power Query stage, but can be done using DAX.
An alternative is to merge your 3 fact tables - again, this would be best done with Power Query, but is possible with DAX.

Excel Pivot Table Count of Sub-Rows

I have a Pivot Table structure as follows:
ROWS:
+-State
+---Customer
+-----Brand
Columns:
+-Cost
I would like to have another column that contains the number of Customers in each state. The issue being that my data contains every order that the customers had placed, so when I try to get the count of Customers it is returning every instance of said customer in the column. Another issue is that my data is 40,000 rows, so I want to try and avoid having to edit the raw data.
I can easily do this with brute force, but I was wondering if there is anyway to do this with standard pivot tables and no add-ons. The pivot table already does a nice job of consolidating the unique values for customers, now I just need a count of those unique values.

Excel 2013 PowerPivot Table - Many Fact Tables along with a Calculated Field

I am pretty new on creating POWERPIVOT tables. I have searched for a bit of time now to resolve this problem but I have been unsuccessful so far. Here is my problem. As you can see below, I have created a POWERPIVOT table in Excel 2013 that is composed of two FACT tables, which are based on: 1) a sheet where the clients can insert initial budget entries; and, 2) another sheet where the clients can insert the post-initial budget entries. Also, a DIMENSION table has been added to the combination in order to add the following relationships:
Based on these relationships, I have clicked on Insert a PivotTable to create the following POWERPIVOT table that will be used to display the Initial Budget and Adjustments entries for analysis purposes. However, this table does not give me the total of both columns. I have thought that a calculated field would make it happen but this is where I am stucked as nothing let me sum the two columns like I was used to do with regular pivot tables in Excel 2007. The calculation of the two columns would logically equal the Current Budget as shown attached.
Thank you for your help on this.
With Power Pivot you don't use the calculated field feature of pivot table.
You have to put a measure in your data Modell, which you can then add in the value part of the PT. Relationships alone are not enough.
currentBudget := CALCULATE (
SUM ( fInitialBudget[Initial Budget] ) + SUM ( fAdjustement[Adjustements] )
)
if you are new with Power Pivot, I warmly recommend the book of Rob Collie "DAX Formulas for Power Pivot". I got a very good introduction of the PP capability with it. The 2nd Edition is on the way.

Combine pivot tables with different but compatible measures?

I have a pivot table that displays agencies in rows, products in columns and sales units as values. I have to make up a report in this format:
Data is coming from an SQL Server Analysis Services and the "Estimate 2015" measure is a different measure (but uses the same dimensions and granularity so it is in fact possible to display the values side by side).
I could add a separate pivot table for the estimates, but then filtering or sorting the two tables will make them loose sync.
Is it possible to somehow align or combine pivot tables with different measures nicely?
if you are using Excel 2013, then you can use the data-model feature with standard pivot tables.
You need on your workbook:
3 dimension tables for agencies, products and year. All rows must contain distinct values (Agency A-C, Product A-B, Year 2013-2015)
2 fact tables: the one with historical data (from SSAS), the second one with your forecast datas
then you just create a Pivot table from any of the Dimension table. At this step, check the box "Add this data to the Data Model".
You then pull the Dimension field from the three dimension table on the Pivot column and rows. Choose both value fields from the 2 fact table (Quantity).
Excel detect missing relationships. You have to build them manually between the two Facts tables and the three dimensions (total 6 relationships)
In this Excel-file you can see an example with your sample datas.
You can find on the web some step-by-step explanations like How to Build PivotTables Using Excel's Data Model Feature

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