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Rob Collie

Power Pivot and Power BI: The Excel User's Guide to DAX, Power Query, Power BI & Power Pivot in Excel 2010-2016 Paperback – January 1, 2016

by Rob Collie (Author), Avichal Singh (Author)

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Microsoft Power BI, including Power Pivot and Power Query, are a set of free add-ons to Excel that allow users to produce new kinds of reports and analyses that were simply impossible before.This book, printed in full-gorgeous color, gives you an overview of Power BI, Power Pivot and Power Query, and then dives into DAX formulas, the core capability of Power Pivot. Always from the perspective of the Excel audience.Written by the world's foremost Power BI bloggers and practitioners, the book's concepts and approach are introduced in a simple, step-by-step manner tailored to the learning style of Excel users everywhere. The techniques presented allow users to produce, in hours or even minutes, results that formerly would have taken entire teams weeks or months to produce. This book includes lessons on:-

difference between calculated columns and measures
how formulas can be reused across reports of completely different shapes
how to merge disjointed sets of data into unified reports
how to make certain columns in a pivot behave as if the pivot were filtered while other columns do not
how to create time-intelligent calculations in pivot tables such as "Year over Year" and "Moving Averages" whether they use a standard, fiscal, or a complete custom calendar.
how to leverage Power Query to make your Power Pivot models awesome!
how to use Power BI Desktop and PowerBI.com and how they fit into the Excel landscape

The "pattern-like" techniques and best practices contained in this book have been developed and refined over several years of onsite training with Excel users around the world, and the key lessons from those seminars costing thousands of dollars per day are now available to you, within the pages of this easy-to-follow guide. This updated second edition covers new features introduced with Office 2016 and Power BI Desktop.

Print length

308 pages
Language

English
Publisher

Holy Macro! Books
Publication date

January 1, 2016
Dimensions

8.25 x 0.6 x 10.5 inches
ISBN-10

1615470395
ISBN-13

978-1615470396
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Editorial Reviews

From the Author

At PowerPivotPro, I have really enjoyed working with the Power Pivot and Power BI community. This book, with Rob Collie, was an effort to reach out and help an even greater audience. Little did I know what I was signing up for :-)

It was hard juggling book writing with the training/consulting/travel. But I am glad we persevered. Big thanks to our IndieGoGo crowdfunding supporters, who not only made it possible to print this book in full-gorgeous color, but also inspired us to burn the night oil in writing those last chapters.

I sincerely believe that Power Pivot and Power BI can transform the lives of Excel users worldwide - after all I was one of them. But change is hard, even when it's for the better. We hope we can help you go from Excel to Power BI with this book and our services at PowerPivotPro.

Power On!
-Avi Singh

From the Back Cover

Power Pivot for Excel and its close cousin Power BI Desktop are Microsoft's tightly-related pair of revolutionary analytical tools - tools that are fundamentally changing the way organizations work with data. We have repeatedly witnessed the "Power tools" transformative impact on the bottom line - far more robust and elegant than Excel alone, and much more agile and affordable than traditional BI tools. Their shared state of the art calculation engines (DAX and M) turn any PC into an analytical supercomputer, but the real secret is people - these tools are 100% learnable by today's users of Excel. The data revolution lays not in the hands of an elite few, but in YOUR hands, and we want to help you seize that opportunity.

About the Author

Rob Collie is an entrepreneur, author, and consultant. He was one of the founding engineers behind Power Pivot at Microsoft and operates the world's leading Power Pivot/Power BI website, PowerPivotPro.com. He lives in Indianapolis. Avichal Singh (Avi) is Principal Consultant at PowerPivotPro where he blogs, trains and consults on PowerPivot and Power BI. His past experience includes building large scale Power BI solutions at Microsoft. He lives in Seattle.

Excerpt. © Reprinted by permission. All rights reserved.

Power Pivot and Power BI: the Excel User's Guide to the Data Revolution

By Rob Collie, Avi Singh

Holy Macro! Books

Copyright © 2016 Robert Collie and Tickling Keys, Inc.
All rights reserved.
ISBN: 978-1-61547-039-6

Dedications,
Supporting Workbooks and Data Sets,
Errata and Book Support,
A Note on Hyperlinks,
Foreword and Forward,
Introduction - Our Two Goals for this Book,
1 - A Revolution Built On YOU,
2 - Power Pivot and the Power BI Family: Making Sense of the Various Versions,
3 - Learning Power Pivot "The Excel Way",
4 - Loading Data Into Power Pivot,
5 - Intro to Calculated Columns,
6 - Introduction to DAX Measures,
7 - The "Golden Rules" of DAX Measures,
8 - CALCULATE() – Your New Favorite Function,
9 - ALL() – The "Remove a Filter" Function,
10 - Thinking in Multiple Tables,
11 - "Intermission" – Taking Stock of Your New Powers,
12 - Disconnected Tables,
13 - Introducing the FILTER() Function, and Disconnected Tables Continued,
14 - Introduction to Time Intelligence,
15 - IF(), SWITCH(), BLANK(), and Other Conditional Fun,
16 - SUMX() and Other X ("Iterator") Functions,
17 - Multiple Data Tables,
18 - Multiple Data Tables – Differing Granularity,
19 - Performance: Keep Things Running Fast,
20 - Power Query to the Rescue,
21 - Power BI Desktop,
22 - "Complicated" Relationships,
23 - Row and Filter Context Demystified,
24 - CALCULATE and FILTER – More Nuances,
25 - Time Intelligence with Custom Calendars: Greatest Formula in the World,
26 - Advanced Calculated Columns,
27 - New DAX Functions ... and Variables!,
28 - "YouTube for Data" – The Importance of a Server,
PS: Can We Ask You for a Special Favor?,
A1 - Power Pivot and SSAS Tabular: Two Tools for the Price of One (again!),
A2 - Cube Formulas – the End of GetPivotData(),
A3 - Some Common Error Messages,
A4 - People: The Most Powerful Feature of Power Pivot,
Index,

CHAPTER 1

A Revolution Built On YOU

Does This Sound Familiar?

(Updated Fall 2015, but we decided to leave this part in Rob's first-person "voice" – because the authenticity is better-preserved).

In the movie Fight Club, Edward Norton's character refers to the people he meets on airplanes as "single serving friends" – people he befriends for three hours and never sees again. I have a unique perspective on this phenomenon, thanks to a real-world example that is relevant to this book.

A woman takes her seat for a cross-country business flight and is pleased to see that her seatmate appears to be a reasonably normal fellow. They strike up a friendly conversation, and when he asks her what she does for a living, she gives the usual reply: "I'm a marketing analyst."

That answer satisfies 99% of her single-serving friends, at which the conversation typically turns to something else. However, this guy is the exception, and asks the dreaded follow-up question: "Oh, neat! What does that mean?"

She sighs, ever so slightly, because the honest answer to that question always bores people to death. Worse than that actually: it often makes the single-serving friend recoil a bit, and express a sentiment bordering on pity.

But she's a factual sort of person, so she gives a factual answer: "well, basically I work with Excel all day, making PivotTables." She fully expects this to be a setback in the conversation, a point on which we share no common ground.

Product details

Publisher ‏ : ‎ Holy Macro! Books; Second Edition, Second edition (January 1, 2016)
Language ‏ : ‎ English
Paperback ‏ : ‎ 308 pages
ISBN-10 ‏ : ‎ 1615470395
ISBN-13 ‏ : ‎ 978-1615470396
Item Weight ‏ : ‎ 2.25 pounds
Dimensions ‏ : ‎ 8.25 x 0.6 x 10.5 inches

Best Sellers Rank: #463,874 in Books (See Top 100 in Books)
- #138 in Business Intelligence Tools
- #229 in Data Modeling & Design (Books)
- #1,659 in Computer Science (Books)

Customer Reviews:
854 ratings

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Rob Collie
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During his 13 years at Microsoft, Rob Collie led the BI-focused capabilities in Excel and was subsequently one of the founding engineers on Power BI. Through that insider’s perspective and experience with Microsoft, Rob developed successful and groundbreaking strategies that can be utilized across almost any industry. A sought-after public speaker and author of the #1-selling Power BI book, Rob and his team are relentlessly committed to “the new way forward,” making P3 a leading consulting firm in the industry, pioneering an agile, results-first methodology that bucks the traditional BI company model.
See more on the author's page
Avichal Singh
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Avichal “Avi” Singh - Principal Consultant at PowerPivotPro - has most recently worked at Microsoft, where he built a successful Power Pivot BI platform serving 600+ users – replacing the far more expensive and less effective BI methodology formerly utilized by that division. Avi has a Masters in Computer Science from the University of Washington and spent 10+ years as a business analyst across various verticals, helping transform data into insight.
Avi has personally lived the amazing transformation that Power Pivot brings to our professional lives. His passion for empowering others led him, like Rob, to depart Microsoft and make that his full-time focus at PowerPivotPro. Since joining the team, Avi has worked closely with clients all over the US, including onsite engagements with NBC Universal and NASA.
Avi brings an infectious energy to everything he does, which keeps everyone here on their toes. In between client engagements, he has co-authored the “Power Pivot and Power BI” book with Rob and is developing additional training modules for PowerPivotPro University.
See more on the author's page

Customer reviews

4.5 out of 5

854 global ratings

5 star		74%
4 star		14%
3 star		7%
2 star		2%
1 star		3%

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lieutenantStout

Very good explanations, beautiful book, indispensable for Power Pivot DAX

Reviewed in the United States 🇺🇸 on July 11, 2022

Verified Purchase

I was blown away just upon skimming through the 2nd edition of Power Pivot, Power BI by the illustrations and quality of the high gloss paper used. The nearest analogy to this level of quality I can think of would-be Lippincott Illustrated Reviews or medical textbooks. The writing fluid and very enthusiastic and the organization is clear, though personally, I would have preferred to see more of the technical machinations of DAX up front. As Rob Collie quoted a student from one class "It's simple, but it's not easy." However, I accept the authors settled on this particular organization after teaching the material for years.
You may see other books or videos from the mavens of Power BI, set those aside for now and get this book. You're welcome.
[Update]. The book is even more amazing as you return to it as a reference. I’m not involved in business applications or sales tracking. I’m using this collate small details in huge bioanalytical datasets. Nevertheless, as I begin to adopt the mindset the authors espouse, I’m gaining a new level of clarity on the nature of obdurant impediments I’ve encountered. And their advice seems the most exped way forward.

2 people found this helpful

Helpful

E. Hansberry

Great book - highly recommended. Accompanying Excel files not quite as helpful

Reviewed in the United States 🇺🇸 on July 8, 2016

Verified Purchase

I have years experience working with Excel pivot tables and using Microsoft Access databases as a backend. I just recently got a copy of Excel 2016 and wanted something to help me get started with PowerPivot and the DAX engine. The UI and terminology is just different enough I didn't want to slog through it myself.

This book has been perfect in that respect. It starts off assuming you have a good working knowledge of things like tables, relationships, pivot tables, and databases in general, and then shows you how to plug the DAX engine into all of that. This is not a book for Excel Pivot Table beginners, but a book for DAX/PowerPivot beginners.

I disagree with some of the reviewers that the book needs an editor. I've personally not found that to be the case. I found the writing style engaging, with complex subjects approached from different angles.

One issue I have with the book, and the reason I gave it 4 stars instead of 5, is the content that comes with it. The book has no files or CD inside, but it has a link to a ZIP file on their web site with all sorts examples. The problem is everything is done. So when you open up the workbook for CHAPTER 6, there is nothing to do but look at it. I found myself deleting a bunch of stuff, which is tedious as you cannot bulk-delete Measures in PowerPivot.

As much of the book seems to build not only in concept through each chapter, but also with the data model, I went back and grabbed the CHAPTER 4 workbook. This is where the meat of the book really starts. I am working back through to chapter 9 (my current position in the book) and building the Measures, Calculated Columns, etc. which is a much better learning experience for me instead of just looking at formulas in the book and confirming that those are the same formulas in the finished workbooks.

I would really like to give it better than 4 stars, but since it is a book designed to teach, it should be really good at it. The fully completed examples simply fail to teach.

That said, I wholeheartedly recommend this book. I am glad it was my first choice.

22 people found this helpful

Helpful

Stephanie Dean

Many layers of depth in this book - for the beginner and advanced Power BI user

Reviewed in the United States 🇺🇸 on November 26, 2018

Verified Purchase

I have read the "first half" of this book at least 6 times now! Every time I read it, I got a little farther in my understanding and ability to use the concepts in my everyday work. Just today, after owning the book for almost 2 1/2 years and using it repeatedly as a reference guide, I finished the entire book with full understanding. Learning how to write DAX in Power Pivot has transformed my work, and this book has been my steady number one go-to reference among several books on Power BI that I have ordered over 2 1/2 years.
I decided to write a review today, because I want to share how important it is to take this in small pieces, and really use the power of self-discovery for many of the lessons in Rob and Avi's book. The book is very well written, in easy conversational tone, yet some of the concepts are very hard to grasp, and require lots of hands-on absorption to really understand. I now have a solid 2 1/2 years of intensive hands-on data modelling in Power Pivot under my belt. I have attended public classes, worked with a consultant on a big Power BI project, watched many you-tube videos, read and written blogs, and I even host a couple of Power BI user groups at my office. And yet STILL today, as I read all the way to the end of the book with full understanding for the first time, I caught some new concepts and had to think about it and absorb. This is a both a book for beginners, and it is a book for advanced users to absorb over time. I can't recommend it highly enough.

10 people found this helpful

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Edward J. Garrity

A great book for all levels of users.

Reviewed in the United States 🇺🇸 on June 10, 2019

Verified Purchase

This is an excellent book to get you excited about the Microsoft family of Power Business Intelligence products. They provide a nice overview of where this set of products fits into the Microsoft scheme, why this is a very important and trending set of tools to know, and the text gets you very excited to learn more. The writing style is fun and easy and you will find yourself excited to learn more. They provide numerous examples to illustrate concepts and power, and the style of writing is wonderful for this topic. They take an approach from broad overview to beginning commands and usage and then they step you right into very powerful features. I agree with other reviewers that state that you will find yourself going back to this book again and again to re-read and uncover subtleties that you missed the first time. It is just that MS Power Pivot (Excel and Power BI, with DAX) is a very new and powerful way to create looks at data. This is a great book to buy. The topic is complicated enough that you will want to buy more books to get a different perspective. But, this book is good for all levels and I found it a good place to start.

One person found this helpful

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Samuel N.

Great Book, Missing Pages!

Reviewed in the United States 🇺🇸 on August 8, 2022

Verified Purchase

This book is great; however, it's missing pages 123-154, which are the very important interator function chapters I've been looking forward to learning and did not discover this until the return window closed!

One person found this helpful

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Top reviews from other countries

Fontainebleau

Important facts to know about the electronic files that accompany the book...

Reviewed in the United Kingdom 🇬🇧 on March 15, 2021

Verified Purchase

This is a good book. Its got big wide pages with plenty of screenshots which I think works well. The book assumes you have some understanding of 'basic' Excel. The style of the writers is modern (lots of references to popular culture). There is one chapter dedicated to 'Power Query' and one chapter dedicated to 'Power BI desktop'. The rest are largely about Power Pivot. If you want to go deeper on those two items another book may be relevant. I was just starting to understand / teach myself both these so for me this book was ideal resource.

It is very important to understand that whilst the physical book is good, the authors were somewhat slap dash in providing the links on the internet for the accompanying electronic material. It is all there, but confusingly if you download the ZIP folders at the top of the web page, then the files are not the correct ones to go with the chapters. You MUST download the individual chapter files from the table that is lower down on the web page (Except for chapter 20 - which you need the Zip file for). They will then correspond to the chapter and have the data tables you need. When you open the files you have to click through the work sheets to find the correct one with the table of data you need. Sometimes there are blank sheets and 'workings' left by the author. Book would have got 5* if it was not for this. Author even states " I’m just sharing the files in the state they were in when I finished the book" - this is a let down for what is otherwise a really good book which if you follow will give great introduction and grounding to these new Excel 'tools'. If they sorted this out would have been 5*

4 people found this helpful

MR P F BRADY

Essential

Reviewed in the United Kingdom 🇬🇧 on February 8, 2016

Verified Purchase

This book was written for me. I am an excel power user dealing in very large data sets. I know excel inside out and know a bit of VBA. I had been using power pivot to handle very large data sets. I was also using PP in the same way I used to use excel. That was a mistake. Learning the individual functions by picking it up as you go along like I did, and most people do with excel is the wrong way. This book teaches the fundamentals, underlying philosophy of how to structure and extract data. This book starts from the basics and is written with humans in mind. Example driven explanations of complex functions. It will fill in all the gaps in your knowledge. Basically it's essential if you want to transition from excel to using POWER BI to it's potential. Anyone can point PBI at a dataset and make a pretty picture but it's the deep insight that used to take hours of manipulation in excel can now be automated in Power Pivot/Query and pushed out via power BI. Microsoft's "Power" products are what we have been waiting for and this book makes it all tantalisingly accessible. Don't get me wrong, it's not a Dilbert comic, you will need to pay attention but it's a s close as you will get to an accessible book on an inaccessible, extremely exclusive topic.

20 people found this helpful

David Hughes

This provides good information for using power pivot and power bi

Reviewed in the United Kingdom 🇬🇧 on February 16, 2019

Verified Purchase

This is the updated version of the original Rob Collie book introducing power pivot and DAX to the world. Becoming competent in using PP and DAX will immensely enhance your ability to manage data. However, it does require a level of commitment to understand the concepts. I am an accountant who has used Excel extensively in the last 20 years. It took maybe a year to become comfortable using power pivot and DAX - but now I can use Excel as an incredible Business Intelligence tool. It is hard to convey the opportunities this presents...and unfortunately businesses are only just starting to understand the importance of BI.

I was hoping for maybe a little bit more from this book when compared to the original. Probably the most important addition is the section describing how to use Power Query to add data to the PP model.

Rob Collie is maybe the most well known expert on this topic....so I highly recommend this book for someone wanting to acquire this skill.

However, learning DAX, the concepts of relational database structures, and how to feed this into and Excel pivot table or Power BI, takes time and can be frustrating. Work through this book slowly and practice A LOT.

3 people found this helpful

Gerald Dunn

A great starting point to supercharge your excel skills

Reviewed in the United Kingdom 🇬🇧 on January 25, 2019

Verified Purchase

I am guilty of complacency...as a user of Excel for 20+ years I thought that there was little more to learn. Using older versions in corporate environments was also a deterrent...no matter what bells and whistles were added I couldn’t use them at work.

A recent change of jobs has prompted me to revisit this, and this book was the right catalyst. The opening chapters are pitched correctly to get users to focus on what they already know and use it as a stepping stone to acquiring new skills.

The examples are progressive and are all independently usable... you don’t have to get very far in the book to acquire new and useful skills.

Being able to pivot separate tables is a game changer and is well covered... the progression out to Power BI visualisation and Power Query is well handled but other books are required for deeper dives. The volume of data that can be handled in power pivot is awesome...and the book guides you to elegant and efficient functions and measures.

The authors clearly have been in the trenches with practitioners for whom excel is the often the only hammer to hit a problem, regardless of its nail-like properties...and their insights are very valuable to avoid catching thumbs...well done.

4 people found this helpful

K. Prygodzicz

A very good way to learn Powerpivot

Reviewed in the United Kingdom 🇬🇧 on August 14, 2018

Verified Purchase

A well written book, and an excellent way to start learning Powerpivot. The authors set out a learning curve at the start of the book. They follow this curve by teaching you the easiest stuff first, then building on this by introducing increasing difficult things chapter by chapter. I think this is a very good way of teaching.
Powerpivot is one of those things where you often have to repeat something 10 times or more before you understand it and you can remember it. So it was with this book, where I read and re-read parts of it over and over and tried things in Excel. As an accountant, I now feel reasonably confident with Powerpivot's formulas, filters, and table relationships to build reports for audit purposes, having read and understood the first third or so of this book. The last two thirds of the book are beyond me, and suited for data analysts.
The book comes in a large format, printed on glossy paper.
I think it is a much better introduction than Bill Jelen's 2010 book, which now looks out of date, given the changes made to the Powerpivot icons etc. since 2010.

3 people found this helpful

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