Pivot With Excel

Course Name: Business Intelligence Lab Course Code: 20CSP-421
Experiment:2.3
Aim: a. Import the Data warehouse data in Microsoft Excel and create the Pivot table and Pivot Chart.
Software Required: Excel, SQL
Description: The experiment involves using R programming to implement a classification algorithm for
business intelligence purposes. Participants will learn how to preprocess data, train a classification
model, evaluate its performance, and use it for predicting future outcomes.
Steps:
A. Import Data from a Data Warehouse in Microsoft Excel:
1. Connect to Data Warehouse:

• In Excel, go to the "Data" tab and click "Get Data" or "Get External Data," depending on
your Excel version.
• Choose the data source type that corresponds to your data warehouse (e.g., SQL
Server, Oracle, ODBC, etc.).
• Enter the necessary connection details (server, database, credentials) to connect to
your data warehouse.
2. Query Data:
• Use the query editor or the Power Query functionality in Excel to build a SQL query or
retrieve the data you need.
• Filter, transform, and shape the data as necessary.
3. Load Data:
• Load the data into a worksheet or data model in Excel. You can choose to create a
Table or simply load the data.
4. Create Pivot Table:
• Select the data you want to use in the Pivot Table.
• Go to the "Insert" tab and click on "PivotTable."
• Choose the location for the Pivot Table (existing worksheet or new worksheet).
Name: Aman Kansal UID: 20BCS9704

5. Design the Pivot Table:

• Drag and drop fields from your data into the Pivot Table fields list to define rows,
columns, values, and filters.
• Set the Pivot Table properties and formatting as needed.
6. Create Pivot Chart:
• Select the Pivot Table.
• Go to the "Insert" tab and click on "PivotChart."
• Choose the type of chart (e.g., bar chart, line chart, pie chart) and customize the chart
properties.
7. Analyze Data:
• Interact with the Pivot Table and Pivot Chart to analyze the data.
• Apply filters, slicers, and drill-down to gain insights from your data.
Outcomes:
Get Data
Connect database

Create Pivot table from dataset:
Pivot Chart using PivotTable Analyze -> Tools -> Pivot Chart -> Choose Chart Type
Aim: b. imports the cube in Microsoft Excel and create the Pivot table and Pivot Chart to perform data
analysis

Steps:
1. Connect to the Cube:
• In Excel, go to the "Data" tab and click "Get Data" or "Get External Data."
• Choose the data source type that corresponds to your cube (e.g., Analysis Services,
OLAP, etc.).
• Enter the necessary connection details to connect to the cube.
2. Query Data from the Cube:
• Use the query editor to build MDX (Multidimensional Expressions) queriesto retrieve
the data you need from the cube.
• Define dimensions, hierarchies, measures, and filters in your query.
3. Load Data into Excel:
• Load the data into a worksheet or data model in Excel.
4. Create Pivot Table:
• Select the data you want to use in the Pivot Table.
• Go to the "Insert" tab and click on "PivotTable."
• Choose the location for the Pivot Table (existing worksheet or new worksheet).
5. Design the Pivot Table:
• Drag and drop fields from your cube data into the Pivot Table fields list to define rows,
columns, values, and filters.
• Set the Pivot Table properties and formatting as needed.
6. Create Pivot Chart:
• Select the Pivot Table.
• Go to the "Insert" tab and click on "PivotChart." Choose the type of chart and
customize it.
7. Analyze Data:
• Interact with the Pivot Table and Pivot Chart to analyze the data.
• Apply filters, slicers, and drill-down for data analysis.
Result:
Data -> External Data -> From Other Source -> From Analysis Service

Connect Database server
Select OLAP

Select Path name and click Finish:
Pivot table report -> OK:

Drag and Drop fields where you need:
PivotTable Analyzer -> Pivot Chart -> Select Chart Type:

Learning Outcomes
1.Gain proficiency in importing data from data warehouses and cubes into Microsoft Excel.
2.Understand how to use Pivot Tables to summarize and analyze data from a data warehouse
effectively.
3.Learn how to create Pivot Charts to visualize data trends and patterns for data warehouse data.
4.Acquire knowledge of importing and manipulating multidimensional data from cubes in Excel.
5.Develop skills in using Pivot Tables and Pivot Charts for multidimensional data analysis.

Pivot With Excel

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Course Name: Business Intelligence Lab Course Code: 20CSP-421

Software Required: Excel, SQL

A. Import Data from a Data Warehouse in Microsoft Excel:

1. Connect to Data Warehouse:

Name: Aman Kansal UID: 20BCS9704

5. Design the Pivot Table:

Name: Aman Kansal UID: 20BCS9704

Create Pivot table from dataset:

Name: Aman Kansal UID: 20BCS9704

Name: Aman Kansal UID: 20BCS9704

Connect Database server

Name: Aman Kansal UID: 20BCS9704

Select Path name and click Finish:

Pivot table report -> OK:

Name: Aman Kansal UID: 20BCS9704

Drag and Drop fields where you need:

PivotTable Analyzer -> Pivot Chart -> Select Chart Type:

Name: Aman Kansal UID: 20BCS9704

Name: Aman Kansal UID: 20BCS9704

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