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Excel 2010: Pivot Tables in Depth

Using DAX operators


From:

Excel 2010: Pivot Tables in Depth

with Curt Frye

Video: Using DAX operators

Like Excel, the DAX language uses operators to summarize and compare values. You'll probably recognize the Arithmetic operators from your regular Excel formulas, but some of the other operators might require some explanation. In this movie, I'll start out with an overview of the operators you can use and then show you some examples of expressions with a few of them. DAX operators are divided into several different groups. The first is the Arithmetic and it's almost certainly familiar to you. You have the plus sign for addition, minus for subtraction, or to indicate a negative number, the asterisk for multiplication, and the forward slash for division.
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  1. 1m 38s
    1. Welcome
      55s
    2. Using the exercise files
      43s
  2. 38m 8s
    1. Introducing PivotTables
      4m 2s
    2. Formatting data for use in a PivotTable
      4m 31s
    3. Creating a PivotTable
      4m 20s
    4. Pivoting a PivotTable
      3m 47s
    5. Configuring a PivotTable
      3m 23s
    6. Connecting to an external data source
      3m 30s
    7. Connecting to an Access database
      2m 11s
    8. Consolidating data from multiple sources
      4m 37s
    9. Updating and refreshing PivotTable data sources
      4m 21s
    10. Managing PivotTables
      3m 26s
  3. 23m 33s
    1. Adding, removing, and positioning subtotals and grand totals
      3m 27s
    2. Changing the PivotTable data field summary operation
      4m 35s
    3. Summarizing more than one data field
      3m 16s
    4. Creating a calculated field
      2m 27s
    5. Grouping PivotTable fields
      3m 17s
    6. Using PivotTable data in a formula
      4m 47s
    7. Drilling down to the underlying data
      1m 44s
  4. 28m 9s
    1. Sorting PivotTable data
      2m 0s
    2. Creating a custom sort order
      2m 48s
    3. Filtering a PivotTable field by selection
      2m 59s
    4. Filtering a PivotTable by rule
      2m 56s
    5. Filtering a PivotTable using a search filter
      3m 10s
    6. Filtering a PivotTable using slicers
      4m 2s
    7. Formatting slicers
      3m 43s
    8. Filtering a PivotTable with report filter fields
      5m 2s
    9. Clearing and reapplying PivotTable filters
      1m 29s
  5. 15m 2s
    1. Applying a PivotTable style
      5m 5s
    2. Creating a PivotTable style
      4m 37s
    3. Changing the PivotTable layout
      3m 20s
    4. Changing the data field number format
      2m 0s
  6. 24m 33s
    1. Highlighting cells by applying a rule
      2m 54s
    2. Highlighting the top or bottom values in a PivotTable
      3m 30s
    3. Formatting PivotTable cells using data bars
      3m 50s
    4. Formatting PivotTable cells using color scales
      3m 40s
    5. Formatting PivotTable cells using icon sets
      2m 45s
    6. Editing conditional formatting rules
      2m 15s
    7. Controlling how multiple rules are applied
      3m 28s
    8. Deleting a conditional formatting rule
      2m 11s
  7. 24m 0s
    1. Creating a PivotChart
      3m 29s
    2. Pivoting a PivotChart
      3m 5s
    3. Filtering a PivotChart
      3m 45s
    4. Formatting a PivotChart
      3m 35s
    5. Changing a PivotChart's layout
      3m 14s
    6. Changing a PivotChart's chart type
      4m 30s
    7. Adding a trendline to a PivotChart
      2m 22s
  8. 9m 27s
    1. Printing a PivotTable
      4m 2s
    2. Printing each item on its own page
      3m 30s
    3. Printing a PivotChart
      1m 55s
  9. 13m 30s
    1. Recording and reviewing a macro
      4m 10s
    2. Running a macro
      5m 57s
    3. Creating a simple PivotTable presentation kit
      3m 23s
  10. 19m 17s
    1. Introducing PowerPivot
      2m 9s
    2. Downloading and installing PowerPivot
      2m 36s
    3. Importing PowerPivot data
      3m 14s
    4. Managing table columns
      4m 1s
    5. Adding tables to a PowerPivot model
      2m 27s
    6. Creating relationships between tables
      4m 50s
  11. 24m 30s
    1. Introducing the DAX language
      2m 58s
    2. Using DAX operators
      4m 44s
    3. Surveying DAX functions
      2m 40s
    4. Adding calculated columns and measures
      4m 22s
    5. Using aggregate functions
      4m 24s
    6. Using filters in aggregate functions
      5m 22s
  12. 59s
    1. Additional resources
      59s

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Excel 2010: Pivot Tables in Depth
3h 42m Intermediate Apr 19, 2011

Viewers: in countries Watching now:

In Excel 2010: Pivot Tables in Depth, author Curt Frye provides comprehensive, hands-on tutorials on Excel PivotTables, including more advanced techniques such as using macros and the new PowerPivot add-in. The course shows how to connect and consolidate data sources to power PivotTables, sort and filter records, display data in a PivotChart, print tables and charts, and also introduces the DAX language for performing advanced summaries in PowerPivot. Exercise files are included with the course.

Topics include:
  • Formatting data for use in a PivotTable
  • Connecting to an external data source
  • Refreshing a data source
  • Adding, removing, and positioning subtotals and grand totals
  • Creating a calculated field
  • Grouping PivotTable fields
  • Clearing and reapplying PivotTable filters
  • Applying field styles
  • Formatting cells
  • Creating a PivotChart
  • Printing PivotTables and PivotCharts
  • Creating relationships between tables in a PowerPivot model
  • Using the DAX language for advanced summaries in PowerPivot
Subjects:
Business Spreadsheets
Software:
Excel Office
Author:
Curt Frye

Using DAX operators

Like Excel, the DAX language uses operators to summarize and compare values. You'll probably recognize the Arithmetic operators from your regular Excel formulas, but some of the other operators might require some explanation. In this movie, I'll start out with an overview of the operators you can use and then show you some examples of expressions with a few of them. DAX operators are divided into several different groups. The first is the Arithmetic and it's almost certainly familiar to you. You have the plus sign for addition, minus for subtraction, or to indicate a negative number, the asterisk for multiplication, and the forward slash for division.

Then there are the Comparison operators, and you probably would have used these if you created a filter or a conditional format inside of Excel. Equal tests for Equal To, then there is Not Equal To, Greater Than, and so on. Then the last two groups are the Text and Logical groups. So for Text you have the ampersand which you can use to concatenate two strings and you can use that in Excel as well. The last group is the Logical group and those allow you to test for conditions.

So for example, you have two ampersands back to back. That is the AND condition, which returns a value of true if both conditions are true. So for example, if you are looking at a value and you want to test if the sale was from 2008 and the month of January, then you could use the double ampersand operator to create an AND condition. Two vertical bars create an OR condition and it is an inclusive OR which means that either one of the expressions or both may be true for the OR expression to return true.

Then finally you have the exclamation point which is the NOT operator. The NOT operator checks to see whether something is not true. In other words if you were looking for sales that were not in 2008, you could type an exclamation point and then 2008. Now, I'll switch back to my DAX Operators workbook and launch the PowerPivot module so you can see me working with these operators in a few formulas. Now that I'm back in the workbook I'll click the PowerPivot tab on the Ribbon and then PowerPivot Window to launch PowerPivot.

Now we'll create a few examples. So for example, I will create a formula in the Add Column area. Type an equal sign. And in this case, I'll do a multiplication of multiply quantity by price. So I'll type a left square bracket, then a q, and then press Tab to accept the Quantity field, then an asterisk to multiply, left square bracket, and we'll multiply it by Price and that is the highlighted field. So I'll press Tab and then press Enter.

Now, let's say that I want to use concatenation to create a statement of the form that store blank ordered a quantity of bottles. So, I'll be using Store, StoreID and Quantity. To do that I will scroll over to the right, and then in the new Add Column column type an equals sign, and then I'll create the following formula in the Formula Bar. Double quote, Store, and then a space followed by another double quote, space, ampersand, space, then a left square bracket, and St which gives me StoreID.

So I will press Tab to accept that field. Then an ampersand, space, double quote, space, ordered, space, double quote, space, ampersand, and then left square bracket after a space. Then we have Quantity, so I'll type a q and then Tab to accept the Quantity field, a space, ampersand, space, double quote, space, bottles, period, and then a double quote.

So my goal was to have the literal text string of Store followed by a space, then the StoreID followed by a space, then the word ordered, then a space, then the Quantity ordered, then a space, and then the word bottles with the period. So hopefully, if I've created my formula correctly and I press Enter, that is what will appear in the new column. So I'll just adjust the width of the column and we can see that I created the expression correctly.

With these examples in mind, I think you'll have a good idea of how to use DAX operators in your PowerPivot expressions. Feel free to play around, but always do so in a backup copy of your data.

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