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Ch18 Excel365 AdvancedDataAnalysisStartEx63 153 | PDF | Computing | Data
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Ch18 Excel365 AdvancedDataAnalysisStartEx63 153

The document outlines a data analysis project involving two text files: a units fact table and a product dimension table. It describes the use of Power Query for data import and transformation, as well as Power Pivot for creating reports on total sales and units sold. The document also includes details on data types and DAX formulas for calculating total sales.

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Patel Saikiran
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0% found this document useful (0 votes)
10 views21 pages

Ch18 Excel365 AdvancedDataAnalysisStartEx63 153

The document outlines a data analysis project involving two text files: a units fact table and a product dimension table. It describes the use of Power Query for data import and transformation, as well as Power Pivot for creating reports on total sales and units sold. The document also includes details on data types and DAX formulas for calculating total sales.

Uploaded by

Patel Saikiran
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as XLSX, PDF, TXT or read online on Scribd
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You are given two text files:

The Ch17UnitsTableExample05.txt file is the units fact table:

The Ch17ProductTableExample05.txt file is the product dimension table:


Ex #2 Source Data: Text files.
Other facts: We will use Power Query to import, celan and trasnformat the data.
We will use Power Pivot Data Model, DAX formulas and Relationships on small data set to introduce ourselves to th
Data analysis goal: Create product total sales and total units sold report with visualization.
ata set to introduce ourselves to the tools.
Data type Data Type Icon
Text Decimal number
True/False Currency (Fixed decimal number)
Decimal number Whole number
Fixed decimal number Percentage
Whole number Date/Time
Percentage Date
Date/Time Time
Date Date/Time/Timezone
Time Duration
Date/Time/Timezone Text
Duration True/False
Binary Binary
Any Any
Short Description
Number up to 15 decimals
Number up to 4 decimals
Number with no digit to right of decimal
Number up to 15 decimals with % Number Format
Serial number date and time together
Serial number date
Serial number time
Represents a UTC date/time with a time-zone offset
Serial Number Length of Date and Time
Text
Boolean
File like Excel file or Text file
Sets numbers such as dates and decimals according to regional settings
Product
Aspen Total Sales ($):=SUM(fUnits[Sales ($)])
Quad Total Sales ($):=SUM(fUnits[Sales ($)])
Sunspot Total Sales ($):=SUM(fUnits[Sales ($)])
Grand Total Total Sales ($):=SUM(fUnits[Sales ($)])

Filter Context Makes it possible for SUM function to work in all cells in report:
#REF!
#REF!
#REF!
#REF!
Fact Table = fUnits
< < < < < < < < < < < < < < <
*
ProductID UnitsSold Sales($)
1069 3 89.85
1069 8 239.6
1069 11 329.45

The Measure works across a much

Total Sales ($):=SUM(fUnits[Sales ($)])


=SUM(89.85,239.6,329.45) = 658.9

n all cells in report:

1043 6 287.7

2005 3 65.85

1043 8 383.6
2005 6 131.7
2005 13 285.35
1043 5 239.75
1043 5 239.75
Dimension Table = dProducts

1
ProductID Product FlightRange(M) Price
1069 Aspen 25 29.95

rks across a much smaller range than the original field

1043 Quad 20 47.95

2005 Sunspot 15 21.95


Measure creates Aspen Filter Context
& causes fUnits in 1st argument of
SUMX to be filtered down to only
Aspen rows

Product
Aspen Total Sales OneStep:=SUMX(fUnits,RELATED(dProduct[Price])*fU
Quad Total Sales OneStep:=SUMX(fUnits,RELATED(dProduct[Price])*fU
Sunspot Total Sales OneStep:=SUMX(fUnits,RELATED(dProduct[Price])*fU
Grand Total Total Sales OneStep:=SUMX(fUnits,RELATED(dProduct[Price])*fU
fUnits Table inside SUMX first argument

ProductID Units Sold


1069 3
1069 8
1069 11

its,RELATED(dProduct[Price])*fUnits[Units Sold])
its,RELATED(dProduct[Price])*fUnits[Units Sold])
its,RELATED(dProduct[Price])*fUnits[Units Sold])
its,RELATED(dProduct[Price])*fUnits[Units Sold])

Total Sales OneStep:=S


fUnits Table inside SUMX first argument for Aspen cell

ProductID Units Sold


1069 3 RELATED(dProduct[Price])*fUnits[Units Sold] = 3*29.95 = 89.85
1069 8 RELATED(dProduct[Price])*fUnits[Units Sold] = 8*29.95 = 239.6
1069 11 RELATED(dProduct[Price])*fUnits[Units Sold] = 11*29.95 = 329.45

SUMX creates Row Context for each row in fUnits to


get the values for Price & Units Sold

Total Sales OneStep:=SUMX(fUnits,RELATED(dProduct[Price])*fUnits[Units Sold])


RELATED(dProduct[Price])*fUnits[Units Sold]
RELATED(dProduct[Price])*fUnits[Units Sold]
RELATED(dProduct[Price])*fUnits[Units Sold]
Total Sales OneStep:= 89.85 + 239.6 + 329.45 = 658.9

Total Sales OneStep:= 89.85 + 239.6 + 329.45 = 658.9

89.85 + 239.6 + 329.45


89.85
239.6
329.45
3*29.95 = 89.85
8*29.95 = 239.6
11*29.95 = 329.45

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