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You're reading from  Data Modeling with Microsoft Excel

Product typeBook
Published inNov 2023
PublisherPackt
ISBN-139781803240282
Edition1st Edition
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Author (1)
Bernard Obeng Boateng
Bernard Obeng Boateng
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Bernard Obeng Boateng

Bernard Obeng Boateng is a Microsoft Excel MVP, Microsoft Certified Trainer, with over 10 years work experience in Banking, Insurance and Business Development. He is founder of Finex Skills Hub an approved Training Provider of the Financial Modeling Institute, Canada. Finex Skills Hub runs the Finex Project in Ghana, a pro bono student training outreach program for students in Data Analytics and Financial Modeling. Bernard also provides consultancy services for SMEs (start-ups and existing) in Financial Management, Business Planning and Research. He has an active audience online with about 17,000 followers on his LinkedIn Account. where he shares tips and tricks on Microsoft Excel and other Office Apps.
Read more about Bernard Obeng Boateng

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Best practices with Power Pivot

To get the best out of your Power Pivot and data model, there are some best practices you need to adopt to ensure optimum performance. We discuss some of these best practices here:

  • Ideally, all datasets that are added to the data model should be named tables. This makes it easy to identify the tables when creating your DAX formulas.
  • Update your source data to limit the number of columns and rows you import into Power Pivot. This will improve performance and give you a better response for your calculations. You can achieve this by normalizing your data. We will discuss this in the next chapter.
  • Avoid creating calculations that shape and transform your data in Power Pivot. You can do all the data transformation and shaping in Power Query and then after, load it to Power Pivot. We will discuss Power Query in detail later in the book.
  • Use the Diagram view in View to get an overview of your datasets and how they connect to each other and the Data view to audit or explore the content of each dataset.
  • Ensure that the data type in each column is consistently formatted. For example, a column that contains dates should not have text input.

Sticking to these rules will greatly improve the performance of Power Pivot.

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Data Modeling with Microsoft Excel
Published in: Nov 2023Publisher: PacktISBN-13: 9781803240282
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Author (1)

author image
Bernard Obeng Boateng

Bernard Obeng Boateng is a Microsoft Excel MVP, Microsoft Certified Trainer, with over 10 years work experience in Banking, Insurance and Business Development. He is founder of Finex Skills Hub an approved Training Provider of the Financial Modeling Institute, Canada. Finex Skills Hub runs the Finex Project in Ghana, a pro bono student training outreach program for students in Data Analytics and Financial Modeling. Bernard also provides consultancy services for SMEs (start-ups and existing) in Financial Management, Business Planning and Research. He has an active audience online with about 17,000 followers on his LinkedIn Account. where he shares tips and tricks on Microsoft Excel and other Office Apps.
Read more about Bernard Obeng Boateng