Power Pivot :: Auto Refresh Excel Table (Not Pivot Table) Using Data Source
Jul 8, 2015
Is it possible to generate automatic refresh of excel 2013 table which displays some table of a power pivot model on file open?? I dont want to use pivottable (which supports this ...)
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Apr 29, 2015
I have a pivot table that connects to our data warehouse via a PowerPivot connection. The data contains a bunch of comment fields that are each between 250 and 500 characters. I've set the columns in this pivot table to have the 'Wrap Text' set to true so that the user experience is better, and they can view these comment fields more clearly.
However, whenever I refresh the data, the text wrapping un-sets itself. Interestingly, the 'Wrap Text' setting is still enabled, but I have to go and click it, then click it again to actually wrap the text. This is very burdensome on the user, and degrading the experience.
Any way to make this text wrapping stick so that I don't have to re-set it every time I refresh the data?
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Dec 21, 2014
My PowerPivot workbook, is generating new tables on each refresh.
When opened up the workbook I find a dozen tables named, "Query1", "Query2", "Query3" etc.
It's pulling data from SQL Server.
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Oct 13, 2015
Can I force the following measure to be visible for all rows in a pivot table?
Sales Special Visibility:=IF(
HASONEVALUE(dimSalesCompanies[SalesCompany])
;IF(
VALUES(dimSalesCompanies[SalesCompany]) = "Sales"
;CALCULATE([Sales];ALL(dimSalesCompanies[SalesCompany]))
;[Sales]
)
;BLANK()
)
FYI, I also have other measures as well in the pivot table that I don't want to affect.
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Sep 9, 2015
I have opened an account in [URL] and taken the 60 days trial for power bi pro. I've developed power pivot and generated power views in share point 2013. But, I'm new to Power BI desktop. I have created a report in power BI desktop and published to [URL]. Also, I have uploaded an excel file directly to [URL] and created the report from the workspace available there itself and pinned the report to dashboard also. Everything is fine till this. But, I need to refresh the file which I have uploaded. I have some dummy data in excel sheet.
ZipCode State ZipName
2345 AA AA
456 BB BB
6787 CC CC
This has been created as a table and then added to data model. So, power pivot has been created for the same. Then I have uploaded this file to [URL] site. But, I'm getting an error message while trying to schedule refresh for the same.
"You cannot schedule refresh for this dataset because it does not contain data model connections. You cannot schedule refresh on worksheet connections or linked tables. To schedule refresh the data must be loaded into the data model."
How can I create a data model connection? How can I schedule refresh for an excel file like this?
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Jul 8, 2015
I have two data tables:
1) Production data with column headers: Key, Facility, Line, Time, Output
2) Costs data with column headers: Key, Site, Cost Center, Time, Cost
The tables have a common key named obviously as Key. The data looks like this:
Key
Facility
Line
Time
Output
Alpha
I would like to have two pivot tables which I can filter with ONE slicer based on the column Key. The first pivot table shows row labels Facility, Line and column labels Time. Value field is Output. The second pivot table shows row labels Site, Cost Center, and column lables Time. Value field is Cost.How can I do this with Power Pivot? I tried by linking both tables above to a table with unique Keys in PowerPivot and then creating a PivotTable where I would have used the Key from the Keys table.
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Oct 14, 2015
I have a simple pivot table (screenshot below) that has two variables on it: one for entry year and another for 6 month time intervals. I have very simple DAX functions that count rows to determine the population N (denominator), the number of records in the time intervals (numerator) and the simple percent of those two numbers.
The problem that I am having is that the function for the population N is not overriding the time interval on the pivot table when I use an ALL function to do so. I use ALL in other very simple pivot tables to do the same thing and it works fine.
The formula for all three are below, but the one that is the issue is the population N formula. Why ALL would not work, any other way to override the time period variable on the pivot table.
Population N (denominator):
=CALCULATE(COUNTROWS(analyticJudConsist),ALL(analyticJudConsist[CurrentTimeInCare1]))
Records in time interval (numerator):
=COUNTROWS(analyticJudConsist)
Percent:
=[countrows]/[denominatorCare]
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Aug 17, 2015
How can I apply "Min" formula under a "new measure" (calculated field) within a pivot table under Power pivot 2010?Can see that neither does it allow me to apply "min" formula directly "formula box" nor could find any other option.Intent formula: "=Min(1,sum(a:b))" this isn't allowed so all I can do is "=sum(a:b)".
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Mar 11, 2015
I have simple pivot table (below screenshot with info redacted) that displays a population number ("N" below), this is the denominator, a cumulative numerator number (below "#") and a simple cumulative percent that just divides the numerator by the denominator. It cumulates from top to bottom. The numerator and percent are cumulative using the below functions. There are two problems with the numerator and percent:
1. When there is not a number for the numerator, there is no value displayed for both the numerator and the percent..There should be a zero displayed for both values.
2. When there has been a prior number for the numerator and percent (for a prior month interval) but there is no number for the numerator in the current month interval, the prior month number and percent are not displayed in the current month interval--see the 3rd yellow line, this should display "3" and "16.7%" from the second yellow line.Here is the formula for the numerator:
=CALCULATE(count(s1Perm1[entity_id]),FILTER(ALL(s1Perm1[ExitMonthCategory]),s1Perm1[ExitMonthCategory] <= MAX(s1Perm1[ExitMonthCategory])))
Here is the formula for the percent:
=(CALCULATE(countrows(s1Perm1),FILTER(ALL(s1Perm1[ExitMonthCategory]),s1Perm1[ExitMonthCategory] <= MAX(s1Perm1[ExitMonthCategory]))))/(CALCULATE(COUNTROWS(s1Perm1),ALL(s1Perm1[Exit],s1Perm1[ExitMonthCategory])))
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Nov 18, 2015
have just implement Microsoft Dynamics NAV. and I'm trying to learn how to use this Excellent tool powerpivot add on, But when I'm trying to connect it to any SQL table that support Dynamics NAV I have an error message while downloading the table :"do not have enough memory or I should use Excel 64 bits instead 32 bits".when I check CPU memory Utilization we are just using less tha 20%. I'm working on a remote server and the using Excel 2010.
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Sep 18, 2015
I have data in my Powerpivot window which was generated by a sql query. This data includes a field named 'Cost' and every row shows a value for 'Cost' greater than zero. The problem is that when I display this data in the pivot table all entries for Cost display as $0. At first I thought that maybe Cost was set to a bogus data type (such as 'text) but it is set to ''Decimal Number' so that's not the problem.
What is happening and how do I fix it so that my pivot table reflects the values for 'Cost'?
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Nov 23, 2015
I have a data table that contains budget and actual data by month. I use the data to create a pivot that shows actual results next to budgeted results. I need a column that shows that variance between those columns. I think my issue is that the "Type" field contains actual and Budget. I sum on "Type". I can't seem to create a sum since those items are in the same field or am I missing something?
Table design
Month|Division|Subdivision|Type|Dept|Rate|Units|Amount
October|DC|Day|Budget|125|10.00|100|1000
October|DC|Day|Actual|125|10.00|110|1100
Output Design
DC
DAY
Actual
Budget
125 AvgOfRate
AvgOfRate
SumOfUnits
SumOfUnits
SumOfAmt
SumOfAmt
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Oct 9, 2015
How to get a list of values to actually display in correct order in either a slicer or when on an axis on a pivot table?
I currently have the below list and have tried to add a preceding numeric (ex. "1. <=0") or preceding blank space, neither of which is visually great. Is there another way?
<= 0
1 - 6
7 - 12
13 - 18
19 - 24
25 - 30
31 - 36
37 - 42
43 - 48
49 - 54
55 - 60
61 - 66
67 - 72
73 - 78
79 - 84
85 - 90
91 - 96
97 - 102
> 102
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Apr 13, 2015
I am using excel 2010 and creating pivot table from Power Pivot. I created a pivot table with department slicers. All is good, the problem I am having is whilst in an unfiltered position (ALL) of the slicers (departments) I get 200 pages, now when I click on a given department with say 10 pages, I still get the same 200 pages with the first 10 pages showing the data from the clicked department and 190 blank pages.
All I want is to get a WYSIWYG (What you see is what you get) of what is on the screen as my print, but I am getting extra blank pages right after the data. How do I resolve this.
Below are the steps I go thru to print
1. Select slicers in unfiltered position (ALL)
2. Select entire pivot table
3. Select Page layout and select print area.
4. Save
5. Click on Print Preview to preview the print
6. Click on a given department in the slicer and repeat item 5, but this gives me blank pages after the data.
Do I need any other step?
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May 28, 2015
I am using excel 2010 and SQL server as a data source. When I create a report with the User name "demo_user" which has db_writer access, and mail it to the colleague , he could not refresh the data with the "demo_user" credentials and apparently its throwing user name or password invalid. The one who created only could be able to refresh the data.
What should I do If other people want to refresh the data? How could I fix this issue? We are using SQL server 2012 and excel 2010 powerpivot.
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Feb 25, 2014
I have an Excel 2013 file with lots of DAX connected to an Azure database. I'd like to reuse all that work by changing the data source for the PowerPivot model to a different database which is an exact copy (just empty) on the same server, but Excel won't let me. In PowerPivot I can change the database connection, the user ID and password as well as the connections name. When opening each table properties (inside PowerPivot model) the new connection is used and all old data is removed, but as soon as I refresh using Existing connections, both from PowerPivot or from the Excel Data tab, the old connection is used and old data is reloaded.
If I use Existing connections from inside PowerPivot, I can se that the new connection is highlighted and has the correct variable, but I think maybe that one is run first, then the old one is run afterwards (or something like that).
On the Excel Data tab, I can see that the old connection is the only one Excel itself seems to know about, but I cannot change anything there as it's read-only.
There must be a way to change this. Even with copy and paste it would take me days to recreate this Excel file from scratch and it would be a serious flaw and reduction of usability for PowerPivot.
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Aug 2, 2015
I am trying to show images in a product listing in power view.I work with an excel 2013 desktop version based on an office 365 pro account.I did the following steps:
import of an excel file with an article list via power query and loading the data to the data model import jpg images from a folder via power query, setting content as binary type and loading the data to the data modellinking both tables in power pivot--> manage via the image namesetting the table behavior for the images table under power pivot --> manage --> Advanced (e.g. Default Image: Content)opening power view and building article cards with article number and imageProblem: only a camera icon shows up in power view
Is there a solution with a desktop version?Can I use my Office 365 Pro account to make it work? How?Why is there no solution showing images in a pivot table?Link to Dropbox with power pivot files
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Jun 11, 2015
I have powerpivot which is pulling data from sharepoint list.
When I add new row to the list, on refresh the new row shows 1,0,.... instead of KPI icons(green yellow)
I have to open the excel, deselct and select one measure then it starts reflecting.
The KPI should get refreshed automatically, right?
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May 31, 2015
I am having issues where the PowerPivot Field List does not refresh once I add a new table/field then select Refresh All under Data. I have to refresh every single PowerPivot Field List so they are all refreshed. ("PowerPivot data was modified" message). This doesn't happen at first but once the model is built on it tends to happen.I'm on Excel 2010 PowerPivot 2012 SP2 32bit. I have Windows 7 64bit and I'm wondering if the bitness inconsistency is an issue.
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Dec 4, 2015
I have a PowerPivot table setup based of a SQL Server stored procedure. I am kind of surprise that when I click the Refresh button on the PivotTable Tools ribbon bar above the report the report does not refresh. I have to open the PowerPivot window, click refresh and then go back to the worksheet with the PivotTable and click Refresh. Is that by design? It seems like the Refresh on the worksheet just gets the existing data from the table.
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May 29, 2008
I would like to use a dynamic pivot table in my data source view. It seems that a named query can be only one sql statement. So, I cannot use my multi-statement procedure that creates a dynamic pivot table output.
What is the best course of action here? I could hard-code my pivot table query. I could maintain a redundant table in the pivot format. Do I have any good options?
KenS
Ken
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Nov 20, 2015
I have a situation where I have created a report using Power Pivot data Model Manage and linked to a SQL View using external sources from SQL Server. Once the View was linked from SQL server, I created the report in Power View from Inserted --> Power View. Since the business user requested the same data to be replicated in the excel worksheet in the form of excel, I created a version of excel report by selecting Data tab--> From other sources-->SQL Server --> connected to View (Same view that I connected in Power Pivot Data model for Power View report).
Once I created all the reports in my local excel and proceeded to upload in Office 365 share point. I followed the below steps:
1. Create a data source using the admin power bi website
using the connection string..Excel sheet Data tab --> Properties --> Connection String
2. Once the Data Source was created, Uploaded the excel report to the Power BI website.
3. Scheduled for the daily refresh updates.
Expected result:Since the connection set up was all successful and no issues with the refresh schedules, I was expecting to see my reports in both Worksheet reports in excel version and Power View reports to be refreshed on a daily basis. And daily transactions to appear on the reports on both Power view and excel worksheet reports.
Actual Result:I now only see the data refreshed in Power view reports and not the reports linked through Data--> sql server--> view ( i.e., excel worksheet reports). What surprises to me eve more is my refresh schedule was always successful. I do not see the refresh failed message.
I wanted both the power view and excel worksheet reports to get refreshed on a daily basis.
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Oct 15, 2015
Is it possible to include a currency symbol in an amount-field in PowerPivot/Pivottable based on a Currency column in a table? Something as the same as with SSAS MD. And I don't want fixed values in my code.
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Jul 19, 2012
I don't know if it's a local issue but I can't use temp table or table variable in a PP query (so not in a stored procedure).
Environment: W7 enterprise desktop 32 + Office 2012 32 + PowerPivot 2012 32
Simple example:
declare @tTable(col1 int)
insert into @tTable(col1) values (1)
select * from @tTable
Works perfectly in SQL Server Management Studio and the database connection is OK to as I may generate PP table using complex (or simple) queries without difficulty.
But when trying to get this same result in a PP table I get an error, idem when replacing table variable by a temporary table.
Message: OLE DB or ODBC error. .... The current operation was cancelled because another operation the the transaction failed.
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Oct 12, 2015
I've question about how to handle structural datamodel changes in a datasource of PowerPivot. Suppose I'm developing a starmodel in SQL Server and sometimes a datatype changes or a name of a field changes in a table. It seems to me that PowerPivot handle this not gracefully as Analysis MD does (mostly). I received an error because of a wrong fieldname or even no error when a dattype changes in PowerPivot. Is this common or do I something wrong here. Does this mean that every time the datamodel changes the PowerPivot should be recreated? Or am I missing the clue here?
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Sep 17, 2015
I cannot create a measure that returns results for dates that do not exist in the fact table despite the fact that the components included in the measure contain valid results for these same dates.Creature a measure that counts the number of days where the "stock qty" is below the "avg monthly sales qty for the last 12 months" (rolling measure).Here is the DAX code I have tried for the measure (note that filter explicitly refers to the date table (called Calendar) and not the fact table):
StkOutCnt:=CALCULATE (
COUNTROWS ( VALUES ( Calendar[DateKey] ) ),
FILTER (
Calendar,
[Stock qty] < [Avg Monthly Sales Qty L12M@SKU]
)
)
Below you can see the sub measures (circled in red) are giving results for all days in the calendar.Highlighted in yellow are dates for which the StkOutCnt measure is not returning a result. Having investigated these blank dates, I am pretty confident that they are dates for which there are no transactions in the fact table (weekends, public holidays etc...).why I am getting an "inner join" with my fact table dates despite the fact that this is not requested anywhere in the dax code and that the two sub measures are behaving normally?
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Jun 11, 2015
When updating a Power Query Source in Power Pivot, I'm getting the following error message:
Basically saying that OLE DB or ODBC-error occured when:
- Connections have been imported from a different workbook or
- the workbook has been created in a newer Version of Excel
None of which is the case here. What can cause this?
System: Virtual machine (VMware) on Windows 2008 R2, Office 2010, 64bit, using temporary profile.
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May 28, 2014
One of my excel 2013 power pivot report was migrated from old server to new server after migration i changed the excel power pivot connection string to connect with new server but the workbook connections is still taking the old connection string of old server and there is no option of changing workbook connection string .
I am able to edit the powerpivot connection but workbook connections are not getting updated they are still taking old server connection string.
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Aug 19, 2015
I have some data in Excel - sheet1 which would be static.
Now I need to import data from SQL Server (using a query) and Union above static data with this SQL data and later I will have to create PowerPivot table in Sheet2.
Which is suitable option for me to import data from SQL to excel as I see "From SQL Server" option under "Data" and "Power Query" tab as well.
How to merge above SQL data with existing static data?
(SQL Server 2012)
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Apr 3, 2015
I've encountered an issue where the ALLSELECTED function works fine unless I use a date hierarchy, i.e. year, quarter, month, date, for the rows in a pivot and then use a year slicer, select one or more years individually, and the clear the filter on the slicer. The year(s) that I selected in the slicer remain at 100% in the pivot instead of returning to the subtotals for the unfiltered slicer.
This only occurs when I use a calendar hierarchy for rows and a date field for the slicer, either from the hierarchy or a regular date field.Below are images of the normal behavior and then the result after following the steps above. Can't figure out why the calendar hierarchy is causing the issue since it works for all other time functions, etc., and follows best practices such as contiguous dates, etc.
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Sep 25, 2007
The following is a SAMPLE data from an excel spreadsheet. This SAMPLE data has many other fields as date. Here I have only used two date columns i.e. 28 Dec 2006 and 29 Dec 2006
This data needs to be exported into sql server 2005 table which has the fields below where I have placed the data into a table.
How can this be done please?
data:
Ref Sector Name 28 Dec 2006 29 Dec 2006
1 Sovereign RUSSIA 05 null 173.21
2 Sovereign RUSSIA 07 102.99 102.22
3 Sovereign RUSSIA 10 114.33 104.63
4 Sovereign RUSSIA 18 115.50 145.50
...
sql server table
create table tblData
(
DataID int,
Ref int,
Sector varchar(20),
Name varchar(20),
Date datetime,
value decimal(6,2)
)
DataID Ref Sector Name Date value
1 1 Sovereign RUSSIA 05 28 Dec 2006 null
2 1 Sovereign RUSSIA 05 29 Dec 2006 173.21
3 2 Sovereign RUSSIA 07 28 Dec 2006 102.99
4 2 Sovereign RUSSIA 07 29 Dec 2006 102.22
5 3 Sovereign RUSSIA 10 28 Dec 2006 114.33
6 3 Sovereign RUSSIA 10 29 Dec 2006 104.63
7 4 Sovereign RUSSIA 18 28 Dec 2006 115.50
8 4 Sovereign RUSSIA 18 29 Dec 2006 145.50
...
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Jan 18, 2008
Hi,
We have a excel 2007 file with a Pivot Table in it. We would like to use the same as data source (But all the source fields as it comes for Pivot). The key issue is that the data to the pivot is from a connection and points to DB - but there is no access to DB. So the Excel is static to us with a PIVOT in it.
Is there a way to get all the data that is avaialble as a source for pivot.
Ex. The select query has co1,co2....co 11 from xxxxx
whereas the PIVot HAS ONLY cO1, CO2 AS ROW, CO3,CO4 AS COL, CO5 AS VALUE AND CO6,CO7 AS FILTER AND OTHERS MISSED OUT IN PIVOT.
THe SSIS as such provide Excel 2007 access to Access OLE DB driver with Excel 12 setting in advanced tab. But not sure whether we can give the range (or) a way around ot get all the data as available in excel regardless of what is used only in the pivot.
Regards,
kart
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Jun 3, 2015
I have two tables in my data model,
1. Fact table with sales by customer, Territory ID etc
2. Table with targets per Territory ID
I want two combine them in one pivot table.
Pivot: Territory;Sales;Target
What I'm getting is the correct column with sales, but the overall sum of all territories in column for targets.Relationship is established between two tables via Territory ID
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