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  • Implement Budget Allocation in DAX for Power Pivot and Tabular #powerpivot #tabular #ssas #dax

    - by Marco Russo (SQLBI)
    Comparing sales and budget, or costs and budget, is a very common operation. However, it is often the case that you have different granularities for different tables containing budget and the data to compare with. There are two ways to do that: you can limit the comparison to the granularity that is common to the two tables, or you can allocate the budget where it’s not defined. For example, if you have a budget defined by quarter and category, you might want to allocate it by month and product. In this way, you will do the comparison as you had a more granular definition of the budget, without actually having to do the manual job of allocating data (usually in an Excel worksheet!). If you want to do budget allocation in DAX, you can use the Budget Patterns we published on DAX Patterns. If you come from and MDX/OLAP background, at first you might find it hard to solve the problem of not having attribute hierarchies that helps you in propagating the budget values to lower hierarchical levels. However, I think that once you get used to DAX, you will find the behavior very predictable and easy to “debug” also for more complex allocation formula. You just have to be careful in writing the DAX formula, but probably the pattern we wrote should help you designing the right data model, without creating physical relationships to the budget table! This pattern is also based on the Handling Different Granularities scenario I discussed a couple of weeks ago.

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  • PowerPivot and the Slowly Changing Dimensions

    - by AlbertoFerrari
    Slowly changing dimensions are very common in the data warehouses and, basically, they store many versions of the same entity whenever a change happens in the columns for which history needs to be maintained. For example, the AdventureWorks data warehouse has a type 2 SCD in the DimProduct table. It can be easily checked for the product code “FR-M94S-38” which shows three different versions of itself, with changing product cost and list price. This is exactly what we can expect to find in any data...(read more)

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  • PowerPivot and the Slowly Changing Dimensions

    - by AlbertoFerrari
    Slowly changing dimensions are very common in the data warehouses and, basically, they store many versions of the same entity whenever a change happens in the columns for which history needs to be maintained. For example, the AdventureWorks data warehouse has a type 2 SCD in the DimProduct table. It can be easily checked for the product code “FR-M94S-38” which shows three different versions of itself, with changing product cost and list price. This is exactly what we can expect to find in any data...(read more)

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  • Converting #MDX to #DAX and PowerPivot Workshop online #ppws

    - by Marco Russo (SQLBI)
    I just published the article Converting MDX to DAX – First Steps on the renewed SQLBI web site about converting MDX to DAX. The reason is that with BISM Tabular in Analysis Services 2012 you will be able to write queries in both DAX and MDX. If you already know MDX, you might wonder how to “translate” your MDX knowledge in DAX. I think that this is another way you can improve your knowledge about DAX: it has different concepts behind and this comparison should be helpful in this purpose. This is...(read more)

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  • Possible SWITCH Optimization in DAX – #powerpivot #dax #tabular

    - by Marco Russo (SQLBI)
    In one of the Advanced DAX Workshop I taught this year, I had an interesting discussion about how to optimize a SWITCH statement (which could be frequently used checking a slicer, like in the Parameter Table pattern). Let’s start with the problem. What happen when you have such a statement? Sales :=     SWITCH (         VALUES ( Period[Period] ),         "Current", [Internet Total Sales],         "MTD", [MTD Sales],         "QTD", [QTD Sales],         "YTD", [YTD Sales],          BLANK ()     ) The SWITCH statement is in reality just syntax sugar for a nested IF statement. When you place such a measure in a pivot table, for every cell of the pivot table the IF options are evaluated. In order to optimize performance, the DAX engine usually does not compute cell-by-cell, but tries to compute the values in bulk-mode. However, if a measure contains an IF statement, every cell might have a different execution path, so the current implementation might evaluate all the possible IF branches in bulk-mode, so that for every cell the result from one of the branches will be already available in a pre-calculated dataset. The price for that could be high. If you consider the previous Sales measure, the YTD Sales measure could be evaluated for all the cells where it’s not required, and also when YTD is not selected at all in a Pivot Table. The actual optimization made by the DAX engine could be different in every build, and I expect newer builds of Tabular and Power Pivot to be better than older ones. However, we still don’t live in an ideal world, so it could be better trying to help the engine finding a better execution plan. One student (Niek de Wit) proposed this approach: Selection := IF (     HASONEVALUE ( Period[Period] ),     VALUES ( Period[Period] ) ) Sales := CALCULATE (     [Internet Total Sales],     FILTER (         VALUES ( 'Internet Sales'[Order Quantity] ),         'Internet Sales'[Order Quantity]             = IF (                 [Selection] = "Current",                 'Internet Sales'[Order Quantity],                 -1             )     ) )     + CALCULATE (         [MTD Sales],         FILTER (             VALUES ( 'Internet Sales'[Order Quantity] ),             'Internet Sales'[Order Quantity]                 = IF (                     [Selection] = "MTD",                     'Internet Sales'[Order Quantity],                     -1                 )         )     )     + CALCULATE (         [QTD Sales],         FILTER (             VALUES ( 'Internet Sales'[Order Quantity] ),             'Internet Sales'[Order Quantity]                 = IF (                     [Selection] = "QTD",                     'Internet Sales'[Order Quantity],                     -1                 )         )     )     + CALCULATE (         [YTD Sales],         FILTER (             VALUES ( 'Internet Sales'[Order Quantity] ),             'Internet Sales'[Order Quantity]                 = IF (                     [Selection] = "YTD",                     'Internet Sales'[Order Quantity],                     -1                 )         )     ) At first sight, you might think it’s impossible that this approach could be faster. However, if you examine with the profiler what happens, there is a different story. Every original IF’s execution branch is now a separate CALCULATE statement, which applies a filter that does not execute the required measure calculation if the result of the FILTER is empty. I used the ‘Internet Sales’[Order Quantity] column in this example just because in Adventure Works it has only one value (every row has 1): in the real world, you should use a column that has a very low number of distinct values, or use a column that has always the same value for every row (so it will be compressed very well!). Because the value –1 is never used in this column, the IF comparison in the filter discharge all the values iterated in the filter if the selection does not match with the desired value. I hope to have time in the future to write a longer article about this optimization technique, but in the meantime I’ve seen this optimization has been useful in many other implementations. Please write your feedback if you find scenarios (in both Power Pivot and Tabular) where you obtain performance improvements using this technique!

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  • Understanding #DAX Query Plans for #powerpivot and #tabular

    - by Marco Russo (SQLBI)
    Alberto Ferrari wrote a very interesting white paper about DAX query plans. We published it on a page where we'll gather articles and tools about DAX query plans: http://www.sqlbi.com/topics/query-plans/I reviewed the paper and this is the result of many months of study - we know that we just scratched the surface of this topic, also because we still don't have enough information about internal behavior of many of the operators contained in a query plan. However, by reading the paper you will start reading a query plan and you will understand how it works the optimization found by Chris Webb one month ago to the events-in-progress scenario. The white paper also contains a more optimized query (10 time faster), even if the performance depends on data distribution and the best choice really depends on the data you have. Now you should be curious enough to read the paper until the end, because the more optimized query is the last example in the paper!

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  • Parameterize Charts using Excel Slicers in PowerPivot

    - by Marco Russo (SQLBI)
    One new nice feature of Excel 2010 is the Slicer. Usually, slicers are used to filter data in a PivotTable. But they might be also useful to parameterize an algorithm or a chart! We discussed this technique in our book , but Alberto Ferrari wrote a post that shows how to use this technique to allow the user to select two stocks that should be compared in an Excel Chart – as you might imagine, this will work also when you will publish the workbook on SharePoint! This is the result: Nice to see that...(read more)

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  • PowerPivot: Putting two stocks on the same PivotChart

    - by AlbertoFerrari
    In a previous post , I have used a stock exchange scenario to speak about how to compute moving averages in a complex scenario. Playing with the same scenario, I felt the need to compare two stocks on the same chart, choosing the stock names with a slicer. As always, a picture is worth a thousand words, the final result I want to achieve is something like this, where I am comparing Microsoft over Apple during the last 10 years. It is clear that I am not going to comment in any way why traders seem...(read more)

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  • The updated Survey pattern for Power Pivot and Tabular #powerpivot #tabular #ssas #dax

    - by Marco Russo (SQLBI)
    One of the first models I created for the many-to-many revolution white paper was the Survey one. At the time, it was in Analysis Services Multidimensional, and then we implemented it in Analysis Services Tabular and in Power Pivot, using the DAX language. I recently reviewed the data model and published it in the Survey article on DAX Patterns site. The Survey pattern is the foundation for others, such as the Basket Analysis, and it is widely used in many different business scenario. I was particularly happy to know it has been using to perform data analysis for cancer research! In this article I did some maintenance on the DAX formulas, checking that the proper error handling is part of the formulas, and highlighting some differences in slicers behavior between Excel 2010 and Excel 2013, which could be particularly important for the Survey scenario. As usual, we provide sample workbooks for both Excel 2010 and Excel 2013, and we use DAX Formatter to make the DAX code easier to read. Any feedback will be appreciated!

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  • PowerPivot: Putting two stocks on the same PivotChart

    - by AlbertoFerrari
    In a previous post , I have used a stock exchange scenario to speak about how to compute moving averages in a complex scenario. Playing with the same scenario, I felt the need to compare two stocks on the same chart, choosing the stock names with a slicer. As always, a picture is worth a thousand words, the final result I want to achieve is something like this, where I am comparing Microsoft over Apple during the last 10 years. It is clear that I am not going to comment in any way why traders seem...(read more)

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  • Parameterize Charts using Excel Slicers in PowerPivot

    - by Marco Russo (SQLBI)
    One new nice feature of Excel 2010 is the Slicer. Usually, slicers are used to filter data in a PivotTable. But they might be also useful to parameterize an algorithm or a chart! We discussed this technique in our book , but Alberto Ferrari wrote a post that shows how to use this technique to allow the user to select two stocks that should be compared in an Excel Chart – as you might imagine, this will work also when you will publish the workbook on SharePoint! This is the result: Nice to see that...(read more)

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  • SQLAuthority News – Microsoft SQL Server 2008 R2 – PowerPivot for Microsoft Excel 2010

    - by pinaldave
    Microsoft has really and truly created some buzz for PowerPivot. I have been asked to show the demo of Powerpivot in recent time even when I am doing relational database training. Attached is the few details where everyone can download PowerPivot and use the same. Microsoft SQL Server 2008 R2 – PowerPivot for Microsoft Excel 2010 – RTM Microsoft® PowerPivot for Microsoft® Excel 2010 provides ground-breaking technology, such as fast manipulation of large data sets (often millions of rows), streamlined integration of data, and the ability to effortlessly share your analysis through Microsoft® SharePoint 2010. Microsoft PowerPivot for Excel 2010 Samples Microsoft® PowerPivot for Microsoft® Excel 2010 provides ground-breaking technology, such as fast manipulation of large data sets (often millions of rows), streamlined integration of data, and the ability to effortlessly share your analysis through Microsoft® SharePoint 2010. Download examples of the types of reports you can create. Microsoft PowerPivot for Excel 2010 Data Analysis Expressions Sample version 1.0 Microsoft® PowerPivot for Microsoft® Excel 2010 provides ground-breaking technology, such as fast manipulation of large data sets (often millions of rows), streamlined integration of data, and the ability to effortlessly share your analysis through Microsoft® SharePoint 2010. Download this PowerPivot workbook to learn more about DAX calculations. Note: The brief description below the download link is taken from respective download page. Reference: Pinal Dave (http://blog.sqlauthority.com) Filed under: SQL, SQL Authority, SQL Documentation, SQL Download, SQL Query, SQL Server, SQL Tips and Tricks, T SQL, Technology

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  • Disabling X-FRAME-OPTION: SAMEORIGIN HTTP Response Header on SharePoint/PowerPivot xlsviewer.aspx

    - by Daniel Coffman
    I need to frame a page being served by SharePoint 2010's xlsviewer.aspx but this page is setting the HTTP response header X-FRAME-OPTION to SAMEORIGIN, so IE8 refuses to render the page in a frame on another domain, which is what I need. It appears that no other pages being served by this SharePoint instance set X-FRAME-OPTIONS, only _layouts/xlsviewer.aspx Where can I change the HTTP headers or framing options for SharePoint or this specific page? Relevant headers: GET //_layouts/xlviewer.aspx?id=whatever.xlsx&DefaultItemOpen=1 is returning: HTTP/1.1 200 OK . . . X-Frame-Options: SAMEORIGIN X-AspNet-Version: 2.0.50727 X-Powered-By: ASP.NET MicrosoftSharePointTeamServices: 14.0.0.4730

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  • Use Microsoft PowerPivot to Access Salesforce.com Through the OData Connector

    - by dataintegration
    This article will explain how to connect to any of our OData Connectors with Microsoft Excel's PowerPivot business intelligence tool. While the example will use the Salesforce Connector, the same process can be followed for any of the RSSBus OData Connectors. Step 1: Download and install both the Salesforce Connector from RSSBus and PowerPivot for Excel from Microsoft. Step 2: Next you will want to configure the Salesforce Connector to connect with your Salesforce account. If you browse to the Help tab in the Salesforce Connector application, there is a link to the Getting Started Guide which will walk you through setting up the Salesforce Connector. Step 3: Once you have successfully configured the Salesforce Connector application, you will want to open Excel and select the PowerPivot tab at the top of the window. Step 4: Here you will click on the button labeled PowerPivot Window at the top left. Step 5: A new pop up will appear. Now select the option "From Data Feeds". Step 6: In the resulting Table Import Wizard you will enter the OData URL of the Salesforce Connector. You can find this by clicking on the Settings tab of the Salesforce Connector. It will look something like this: http://localhost:8181/sfconnector/data/conn/odata.rsc. You will also need to add authentication options in this step. To do this, click on the Advanced button and scroll down to the Security section of the resulting pop up window. Change the Integrated Security option to "Basic". You will also need to enter the User ID and Password of the user who has access to the Salesforce Connector. Step 7: When the connection to the Salesforce Connector is successful, click the Next button at the bottom of the window. Step 8: A table listing of the available tables will appear in the next window of the wizard. Here you will select which tables you want to import and click Finish. Step 9: If the import was successful, click Close and you are done! Your data is now in PowerPivot.

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  • Microsoft PowerPivot for Excel 2010 – book coming in September

    - by Marco Russo (SQLBI)
    As you might already know, I and Alberto Ferrari are writing a book about PowerPivot 2010 for Excel. The official title is Microsoft PowerPivot for Excel 2010: Give Your Data Meaning and you can already order it on Amazon ! However, it will be published in September 2010, and it is reasonable considered we are still in writing mode… Well, before buying it, consider that we are writing the book for the “real user” of PowerPivot, who doesn’t have a knowledge of MDX, multidimensional databases, ETL,...(read more)

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  • SQLAuthority News Microsoft SQL Server 2008 R2 PowerPivot for Microsoft Excel2010

    Microsoft has really and truly created some buzz for PowerPivot. I have been asked to show the demo of Powerpivot in recent time even when I am doing relational database training. Attached is the few details where everyone can download PowerPivot and use the same. Microsoft SQL Server 2008 R2 – PowerPivot for Microsoft Excel [...]...Did you know that DotNetSlackers also publishes .net articles written by top known .net Authors? We already have over 80 articles in several categories including Silverlight. Take a look: here.

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  • How to start with PowerPivot for Excel

    - by Marco Russo (SQLBI)
    Now that Office 2010 has been released, many people will start looking for resources to start learning PowerPivot. Of course, the book I’m writing will be helpful when it will be published (September 2010), but you can also start with some online content on Microsoft sites. First of all, this is the web site dedicated to PowerPivot: http://www.powerpivot.com/ It contains several videos and demos and it’s also possible to use a Virtual Lab without installing Office 2010 on your PC. Then, there is...(read more)

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  • Analysis Services with excel as front end - is it possible to get the nicer UI that powerpivot provi

    - by AJM
    I have been looking into PowerPivot and concluded that for "self service BI" and ahoc buidling of cubes it has its uses. In particular I like the enhanced UI that you get from using PowerPivot rather than just using a PivotTable hooked up to an analysis services datasource. However it seems that hooking up PowerPivot to an existing analysis services cube is not a solution for "organisational BI". It is not always desireable to suck millions of rows into excel at once and the interface between PowerPivot and analysis services is very poor in my book. Hence the question is can an existing analysis services solution get the enhanced ui features that power pivot brings, withoout using powerpivot as the design tool? If powerpivot is aimed ad self service/personal BI then it seems bizare that the UI for this is better than for bigger/more costly analysis services solutions.

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  • Community Events and Workshops in November 2012 #ssas #tabular #powerpivot

    - by Marco Russo (SQLBI)
    I and Alberto have a busy agenda until the end of the month, but if you are based in Northern Europe there are many chance to meet one of us in the next couple of weeks! Belgium, 20 November 2012 – SQL Server Days 2012 with Marco Russo I will present two sessions in this conference, “Data Modeling for Tabular” and “Querying and Optimizing DAX” Copenhagen, 21-22 November, 2012 – SSAS Tabular Workshop with Alberto Ferrari Alberto will be the speaker for 2 days – you can still register if you want a full immersion! Copenhagen, 21 November 2012 – Free Community Event with Alberto Ferrari (hosted in Microsoft Hellerup) In the evening Alberto will present “Excel 2013 PowerPivot in Action” Munich, 27-28 November 2012 - SSAS Tabular Workshop with Alberto Ferrari The SSAS workshop will run also in Germany, this time in Munich. Also here there is still some seat still available. Munich, 27 November 2012 - Free Community Event with Alberto Ferrari (hosted in Microsoft ) In the evening Alberto will present “Excel 2013 PowerPivot in Action” Moscow, 27-28 November 2012 – TechEd Russia 2012 with Marco Russo I will speak during the keynote on November 27 and I will present two session the day after, “Developing an Analysis Services Tabular Project BI Semantic Model” and “Excel 2013 PowerPivot in Action” Stockholm, 29-30 November 2012 - SSAS Tabular Workshop with Marco Russo I will run this workshop in Stockholm – if you want to register here, hurry up! Few seats still available! Stockholm, 29 November 2012 - Free Community Event (sold-out!) with Marco Russo In the evening I will present “Excel 2013 PowerPivot in Action” If you want to attend a SSAS Tabular Workshop online, you can also register to the Online edition of December 5-6, 2012, which is still in early bird and is scheduled with a friendly time zone for America’s countries (which could be good for Europe too, in case you don’t mind attending a workshop until midnight!).

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  • Community Events and Workshops in November 2012 #ssas #tabular #powerpivot

    - by Marco Russo (SQLBI)
    I and Alberto have a busy agenda until the end of the month, but if you are based in Northern Europe there are many chance to meet one of us in the next couple of weeks! Belgium, 20 November 2012 – SQL Server Days 2012 with Marco Russo I will present two sessions in this conference, “Data Modeling for Tabular” and “Querying and Optimizing DAX” Copenhagen, 21-22 November, 2012 – SSAS Tabular Workshop with Alberto Ferrari Alberto will be the speaker for 2 days – you can still register if you want a full immersion! Copenhagen, 21 November 2012 – Free Community Event with Alberto Ferrari (hosted in Microsoft Hellerup) In the evening Alberto will present “Excel 2013 PowerPivot in Action” Munich, 27-28 November 2012 - SSAS Tabular Workshop with Alberto Ferrari The SSAS workshop will run also in Germany, this time in Munich. Also here there is still some seat still available. Munich, 27 November 2012 - Free Community Event with Alberto Ferrari (hosted in Microsoft ) In the evening Alberto will present “Excel 2013 PowerPivot in Action” Moscow, 27-28 November 2012 – TechEd Russia 2012 with Marco Russo I will speak during the keynote on November 27 and I will present two session the day after, “Developing an Analysis Services Tabular Project BI Semantic Model” and “Excel 2013 PowerPivot in Action” Stockholm, 29-30 November 2012 - SSAS Tabular Workshop with Marco Russo I will run this workshop in Stockholm – if you want to register here, hurry up! Few seats still available! Stockholm, 29 November 2012 - Free Community Event with Marco Russo In the evening I will present “Excel 2013 PowerPivot in Action” If you want to attend a SSAS Tabular Workshop online, you can also register to the Online edition of December 5-6, 2012, which is still in early bird and is scheduled with a friendly time zone for America’s countries (which could be good for Europe too, in case you don’t mind attending a workshop until midnight!).

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  • SQLAuthority News – Download Whitepaper Using SharePoint List Data in PowerPivot

    - by pinaldave
    One of the many features of Microsoft SQL Server PowerPivot is the range of data sources that can be used to import data. Anything, from Microsoft SQL Server relational databases, Oracle databases, and Microsoft Access databases, to text documents, can be used as data sources in PowerPivot. In this paper, I explain one of the new and upcoming data sources that people are excited about – SharePoint list data in the form of Atom feeds. This white paper goes on to explain the different ways you can import SharePoint list data into PowerPivot, what types of lists are supported, various components that need to be installed to use this feature, and where to get those components. Download and read this whitepaper. Note: Abstract is taken from MSDN Reference: Pinal Dave (http://blog.SQLAuthority.com) Filed under: PostADay, SQL, SQL Authority, SQL Documentation, SQL Download, SQL Query, SQL Server, SQL Tips and Tricks, SQL White Papers, SQLAuthority News, T SQL, Technology

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  • What is PowerPivot?

    - by Enrique Lima
    Let’s start with it is a great way to be able to visualize data and transform to information.  It is intended to be a self-service business intelligence tool provided as an add-in for a tool we already know … Microsoft Excel ... 2010. If you have been wondering where to go? what to do? and how do I? I am including links that will help you be on your way to better understanding of the topic and tool. (Links to TechNet documentation) Introduction to PowerPivot Walkthrough: Create your first PowerPivot Workbook Get to know the UI PowerPivot for Excel Central Get some samples

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  • PowerPivot RTM Download

    - by simonsabin
    Thanks to Kasper de Jonge for pointing out that the download on the Powerpivot.com site is NOT the RTM version. The RTM version is available on MSDN but is not available publically. The RTM version has a version number of 10.50.1600.1. Click on the setting button on the Powerpivot section of the ribbon to find out what version you have installed.  ...(read more)

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  • PowerPivot Workshop in London #ppws

    - by AlbertoFerrari
    As you might have read in Marco’s post , the PowerPivot Workshop I and Marco Russo have prepared is now starting its European tour. We will be in London on February 7,8 2011 and then touch most of the European countries during the next few months. We have provided the workshop first in Amsterdam and it has been a huge success, it is now time to start the roadshow and meet people who want to learn PowerPivot all over Europe: I am really excited about this! You will find updated information and workshop...(read more)

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  • CUBEMEMBER and CUBEVALUE stop working after #PowerPivot upgrade to #Excel 2013

    - by Marco Russo (SQLBI)
    I found an issue upgrading an Excel workbook containing PowerPivot data from Excel 2010 to Excel 2013. All CUBEMEMBER and CUBEVALUE functions point to a cube name that has been changed between the two version – you have to no longer reference the PowerPivot Data name, replacing it with ThisWorkbookDataModel instead. I wrote an article describing the change that you have to manually make to these Excel formulas in this article on SQLBI web site.

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