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Ms Excel: Essential Training For The 70-779 EXAM

This document provides examples and explanations for using advanced formulas and functions in Microsoft Excel, including CALCULATE, FILTER, CUBEVALUE, and CUBEMEMBER, for calculating measures and setting filter contexts in pivot tables. The examples demonstrate how to calculate measures in different contexts, create filters, calculate running totals, and retrieve values from a data cube using MDX functions.

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KarthikPillai
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301 views11 pages

Ms Excel: Essential Training For The 70-779 EXAM

This document provides examples and explanations for using advanced formulas and functions in Microsoft Excel, including CALCULATE, FILTER, CUBEVALUE, and CUBEMEMBER, for calculating measures and setting filter contexts in pivot tables. The examples demonstrate how to calculate measures in different contexts, create filters, calculate running totals, and retrieve values from a data cube using MDX functions.

Uploaded by

KarthikPillai
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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MS EXCEL

ESSENTIAL
TRAINING FOR THE
70-779 EXAM
ADVANCED
DAX/MDX FORMULAS
CALCULATE FUNCTION

1 3

MeasureName := CALCULATE( <expression>, <filter1>, <filter2>,…)


2 4

1 Name of your measure; ex. TotalSales

2 CALCULATE function, used for calculating measures in a different context

3 Expression you want calculated in a different context; ex. SUM(mortgages[Cost])

4 Filters used to set the context for the expression in the CALCULATE function

MS EXCEL: ESSENTIAL TRAINING FOR THE 70-779 EXAM


FILTER EXAMPLES

1 3

MeasureName := CALCULATE( <expression>, <filter1>, <filter2>,…)


2 4

4 mortgages[LoanConsultant]=“David Michigan”, units[UnitType]=“Double”

4 ALL(mortgages)

4 USERELATIONSHIP(customers[OfferDate], Calendar[Date])

4 SAMEPERIODLASTYEAR(Calendar[Date]) – and others!

MS EXCEL: ESSENTIAL TRAINING FOR THE 70-779 EXAM


PERCENT OF TOTAL EXAMPLE

1 2 3

PercentOfTotalMargin := DIVIDE( [TotalMargin],


CALCULATE( [TotalMargin], ALL(mortgages) )
3 4

1 Name of our new measure

2 Safe divide function to account for zeros, if any

3 Previously created measure/expression; SUMX(mortgages,mortgages[Cost]*mortgages[Margin])

4 Forces context to be the entire table, regardless of implicit context from the Pivot Table

MS EXCEL: ESSENTIAL TRAINING FOR THE 70-779 EXAM


PREVIOUS YEAR EXAMPLE

1 2 3 4

SalesLastYear := CALCULATE( [TotalCost], DATEADD(Calendar[Date],-1,YEAR))


:= CALCULATE( [TotalCost], SAMEPERIODLASTYEAR(Calendar[Date]))
3 4

1 Name of our new measure

2 CALCULATE function to set a new context

3 Previously created measure/expression; SUM(mortgages[Cost])

4 Equivalent filters using different functions; both reference our calendar table

MS EXCEL: ESSENTIAL TRAINING FOR THE 70-779 EXAM


YEAR-OVER-YEAR GROWTH EXAMPLE

1 2
YOYGrowth := IF( ISBLANK([SalesLastYear]) , BLANK(), [TotalCost]/[SalesLastYear])
YOYGrowth := DIVIDE( [TotalCost] , [SalesLastYear])
3

1 ISBLANK() function returns TRUE if the field/expression returns a blank value

2 BLANK() function returns a blank rather than a divide by zero error

3 Safe DIVIDE() function saves the extra IF comparison

MS EXCEL: ESSENTIAL TRAINING FOR THE 70-779 EXAM


RUNNING TOTAL EXAMPLE

1 2
RunningTotalSales := CALCULATE( [TotalCost], FILTER( ALL(Calendar[Date]),
Calendar[Date] <= MAX(Calendar[Date]) ) )
3

1 FILTER() function returns a table that is filtered for each filter condition you provide

2 ALL() function gets every date possible to act as your base table

3 Date comparison (current date to maximum date) filters down the entire table from ALL() to return only the values leading
up to the date of the current row in context

MS EXCEL: ESSENTIAL TRAINING FOR THE 70-779 EXAM


BASIC CUBE FUNCTION (MDX) EXAMPLE

1 3
=CUBEVALUE(“ThisWorkbookDataModel”, $A23, B$14, Slicer_Date_Hierarchy)
2 4

1 CUBEVALUE() tells Excel to get the value associated with parameters/members you pass

2 References the data model you want to pull from

3 References to cells to pass member expressions to the function

4 Slicer reference that is still used as a Filter

MS EXCEL: ESSENTIAL TRAINING FOR THE 70-779 EXAM


ADVANCED CUBE FUNCTION EXAMPLE

1
=CUBEVALUE("ThisWorkbookDataModel",CUBEMEMBER("ThisWorkbookDataModel“
,"[mortgages].[LoanConsultant].[Ricky Zobrist]"), B$1, Slicer_Year)
2 3 4

1 Rather than a cell reference, you can hard-code the value you want with CUBEMEMBER

2 Declare a table or Measures in your model first; ex. [mortgages]; ex. [Measures]

3 Declare the column or Measure second; ex. [LoanConsultant]; ex. [TotalCost]

4 Declare a specific value you’re looking for; ex. [Ricky Zobrist]

MS EXCEL: ESSENTIAL TRAINING FOR THE 70-779 EXAM


SEE YOU IN
THE NEXT LECTURE

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