Summary of Create a Data Model in Excel

Video Summary

The video titled "Create a Data Model in Excel" provides a comprehensive tutorial on how to utilize Excel's Data Model feature, specifically in Microsoft Excel 365, to analyze total sales data for employees. The tutorial is presented by Had Verer from Excel Demi.

Key Concepts and Features:

Data Model Creation:
- The tutorial demonstrates how to create a Data Model using two datasets: one containing executive names and IDs, and another containing sales amounts and corresponding IDs.
- It emphasizes the importance of creating tables from the datasets as the first step in building a Data Model.
Table Creation:
- Instructions are provided for creating tables using the "Insert" tab or the shortcut Ctrl + T.
- The tutorial shows how to change the style of the tables and assign names to them for easier reference (e.g., naming the first table as "Executives" and the second as "Sales").
Establishing Relationships:
- The video explains how to create relationships between the two tables using the "Manage Relationships" feature under the Data tab.
- It highlights the necessity of having a common column (ID) for establishing these relationships.
Pivot Tables:
- After creating relationships, the tutorial guides viewers on how to insert a pivot table to summarize total sales by executives.
- It details how to select fields from the created tables to display in the pivot table.
Power Query and Power Pivot:
- The tutorial also covers using Power Query to create a Data Model and establish connections between tables.
- It demonstrates how to use Power Pivot for advanced data modeling, including creating relationships and building Pivot Tables from the Data Model.

Additional Resources:

Viewers are encouraged to download a practice workbook from the video description to enhance their Excel skills.
The video suggests visiting excel.com for blogs and joining the Excel Demi forum for further assistance.

Main Speakers/Sources:

Had Verer from Excel Demi is the primary speaker and instructor in this tutorial.

Notable Quotes

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