I have a pivot table created using an external data source. I want to have a custom column where I can enter some data manually against the selected records. I used the method PivotTable Analyse>Convert to formula and have a custom column , but every time the pivot table is updated with new or removed information the custom column data is not correctly represented.
My Requirement is collect the data from an external source , then combine that with some custom data for each records and then create a table that I can use in another application.Or within excel as a report
I have a table in my excel workbook which comes directly from SQL Server. From this table I have added a pivot with slicers etc.
I have recently added three new columns to the original data table, not in SQL, but manually in Excel. The new columns contain formulas which updates as I refresh the data from the SQL data source.
I would like to add slicers to my already existing sheet with slicers containing the data from the new columns but for some reason, when I select the data from which to create the slicers, the new columns that I have added does not appear in the list of columns that I can select. If I add the slicers directly from the data table, it is not linked with the rest of my slicers from the same data table.
Should I re-connect the data source to the slicers? If so, how do I completely remove the connection and reconnect again. I have graphs (slicers) and a lot more so I don't want to have to re-do all the work.
Can the problem be that I have added three new columns manually?
Please help! :)
I work with Power Query & Power Pivot. I load several tables in the data model of Power Pivot thanks to Power Query. Then I create relationships between those entities.
Now that the tables are linked with each others, is it possible to benefit from it and dump the whole data in a sheet? I must allow the users to see the whole thing in a table, not just summaries with pivot tables.
I'm using an up-to-date version of Excel 2016 (via O365 E3 license) and using Power Query / Get & Transform Data. I can successfully create queries and load them to the page. I have also successfully created Power Pivot reports.
I would like to query single data points from the data loaded via Power Query. For instance, imagine a dataset called DivisionalRevenue with:
Date Division Revenue
2016-01-01 Alpha 1000
2016-01-02 Alpha 1500
2016-01-01 Beta 2000
2016-01-02 Beta 400
I could easily load that to an Excel workbook or include it in the data model and create a power pivot. However, Power Pivot doesn't always meet my requirements, particularly around how the data is displayed on the page. In order to achieve my goal I may want to be able to query individual data points.
I would like to have a cell on the page with a formula in it that I can use to query individual data points. If it was in a pivot table I could use something like:
=GETPIVOTDATA("Revenue",$A$3,"Date",DATE(2016,1,1),"Division","Alpha")
The lookup values (date and division) could be retrieved from a cell on the page or hard-coded into the formula. This is a requirement for several reports I'm working on.
Or, I could add a combined lookup column with Date and Division concatenated and use a vlookup to pull the values like:
=VLOOKUP("42371Alpha",I9:L13,4,FALSE)
Finally, I could use a combination of INDEX and MATCH to identify the correct row number and then pull the data.
All of these solutions require the data to be loaded onto a sheet. One requires a pivot table that has to be refreshed to work properly. The other two require creating arbitrary lookup columns so that you can match a row based on more than one field (date and division in this example), and you have to ensure that that lookup field's formula is properly extended down the length of the data table. In both cases I would have concerns when sharing this workbook with my colleagues in case someone affects the rather fragile setup of the pivot table or the lookup.
So, what I truly want to find is something equivalent to pivot table querying against a dataset.
** This doesn't exist, but I would like to know if something like it does **
=GETQUERYDATA("Revenue","DivisionalRevenue","Date",DATE(2016,1,1),"Division","Alpha")
Does such a thing exist? Can such a thing be done? Can I retrieve arbitrary data points from the dataset created through Power Query / Get & Transform Data?
I think that what you want are cubefunctions:
Some Background
How to easy create cubefunctions from a pivot table
There is a feature in Excel that allows you to query off of a PowerPivot model, but it's not highly advertised for some reason.
Once you have the data in your PowerPivot model, go to your Excel -> Data tab -> Existing Connections -> Tables tab
From there, choose the table that you want to start with. Once that table's data is on your excel sheet, you can actually right click that table -> go to "Table" -> "Edit DAX"
From there you can enter the following DAX function, as an example
EVALUATE
FILTER(SampleData,[Date]=DATE(2016,1,1) && SampleData[Division]="Alpha")
Make sure to choose Command Type=DAX in the drop-down. Here's how it looks on my screen:
To further improve your querying power, you can install the optional "DAX Studio" plugin for Excel, which allows you to write custom DAX queries and then export the results directly back to an Excel sheet.
I have used Power Pivot to create some calculated fields from a table of data.
Then I use the modified table, with the calculated fields to create some pivot charts back on the excel workbook.
In the same way I linked the original dataset (excel table) to Power Pivot, I would like to link the table in powerpivot with the calculated fields back to excel. Is this possible?
yoshiserry, the best way to share PowerPivot stuff is PowerView (Excel 2013). If you want to share just the table, regular Excel file should be fine -- people even without PowerPivot installed will be able to work with it (with some limitations).