Build Self-Service Business Intelligence Solutions

with PowerPivot for Excel 2010

Juvénal CHOKOGOUE MConsultant on Applied Data-Processing Methods for Decision Help-

Making

BI-EX-0001

[04/06/2013]

Module Overview• The New Challenge…• What this module Stands for ?• Who is this module for ?• Before battle begins • What is Self-Service Business Intelligence ? • What is PowerPivot for Excel ?• What you can do with PowerPivot for Excel• What Do you Need ?• Deep Dive on Tutorial• Bibliography & Resources• About me

The New Challenge…Today’s businesses face rapidly changing conditions, new technology, new competitive

forces and new consumer trends. As we look at the horizon, we see dramatic change standing out. According to me, a “Rule of Thumb” to succeed today is optimal alignment of Information system, including people, business process and data to organization’s objectives.

I focus more on optimal alignment of people (it is quit difficult !). At the heart of business, it is people who make things happen. People garner insight from business applications to drive decisions that advance the organization. But Now for the first time, there is two kind of people entering the workforce : the Web 1.0 generation and the Web 2.0 generation: The first generation called Web 1.0 or “Digital Immigrants” (born within 1945 and 1950) is one which use technologies as accessories to resolve problems. Face to problems, they use Cartesian reasoning. Generally, they don’t like technologies change. They are not really fond of technology evolution. The second generation called Web 2.0 or “Digital Natives” (born between 1978 and 1990). is one that has grown up always connected and always on-line. They spend an important part of their time building and maintaining their social network (Facebook, LinkedIn, tweeter…). Face to problems, they use to experiment every things they know until result. They demand access to anyone or anything from anywhere at any time on any device. At work they expect the same intuitive experience they have in the rest of their lives with their slates, smartphones, and social networks.

To conciliate this two generation, we think about building robust, intuitive and ease-of-use solutions which connect organization and provide necessary information to every worker (each at level of his work) at anytime, in everything from everywhere, to make people informed and make better decisions; all this in tools they’re already familiar with

What this module Stands for ?

• This module is a Self-Training Kit which intend to provide you with necessary skills to build and develop robust self-service Business Intelligence solutions without involving IT Staff or Developer.

• This module is for explaining Business Intelligence generally and Self-Service Business Intelligence particularly as methodologies that can enhance your reporting capabilities and allows you to make decision based on business data and not on intuition.

• It presents real-case of Self-Service Business Intelligence solutions involving PowerPivot for Excel. You will know in which area of your work you can use PowerPivot for Excel.

Who is this module for ?

• This module is primary for business analysts, including accountants, Business auditor and controller

• Excel Power users and Excel users who know how to structure and work with relational data in workbooks

• Database and IT professionals who:− Want to know implications of a project of Business Intelligence in their work− Want to provide to end users sufficient help to configure and deploy a self-

service Business Intelligence Solutions based on Microsoft Excel and PowerPivot for Excel.

• Everyone who are interested in data processing.

I developed this Self-Training kit with business analysts in mind. But all information worker involving in transformation of data into information are welcome !

Before battle begins • This module is no edited or produced by Microsoft, Microsoft is not responsible of its contents. its

purpose is only to show you a set of tools and methodologies that can enhance your reporting capabilities.

• information herein is for informational purposes only and represents my current point of view as of the date of this presentation. Due to changing conditions of market, information provided here can be modify or obsolete, , it should not be interpreted to be a commitment and I cannot guarantee the accuracy of any information provided after date of this presentation.

• Contents of websites provided here can be modify or change, or the website itself can be unavailable after the publication of this presentation. So I can not MAKES warranties, express, implied or statutory, as to the information in this presentation

• Pictures used here (in “What PowerPivot can do for you” section), are captures coming from real-world self-service Business Intelligence solution involving PowerPivot for Excel and Excel 2010. I built and worked myself on some of these solutions, and I downloaded others from Internet to provide you a comprehensive set of use-case for self-service BI. If you are author of one that is here and that you don’t want to see it anymore, please send me a mail and I will immediately remove it from the module.

• Microsoft, PowerPivot for Excel, Excel , SQL Server are Registered Trademarks of Microsoft in USA. Other product names related here are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

What is Self-Service Business Intelligence ?

• Self-service business intelligence is an approach to data analytics that enables business users to access and work with corporate data without the IT department’s involvement (except, of course, to deploy and configure the self-service query and reporting tools).

• The self-service approach lets end users create personalized reports and analytical queries that meet their business needs. Because the Self-Service BI is based on tools that end users are already familiar with, they can focus more on data provide by the system, not on the technology itself.

• Self-service BI encourages users to base decisions on data instead of intuition, by encouraging them to take an Indicator-Oriented approach.

What is Self-Service Business Intelligence ?

And Business Intelligence in all that …?

“A broad category of applications and technologies for gathering, storing, analyzing, sharing and providing access to data to help enterprise users make better business decisions.”– Gartner

What is PowerPivot for Excel ?PowerPivot is a SQL Server ® add-in that extends the analytic capability of Excel to support the efficient integration and analysis of extremely large volumes of dataPowerPivot for Excel is “a collection of applications and services that supports the creation of user-managed, data-driven BI solutions, supports relating and enriching large volumes of heterogeneous data”.

No ! You’re not dreaming ! PowerPivot is really a set of application and an SQL Server add-in !

What is PowerPivot for Excel ? PowerPivot for Excel : A SQL Server add-in- PowerPivot for Excel takes advantage of technologies that are part of

SQL Server 2008 R2 to enable you to analyse millions of data. It uses Vertipaq, the In-Memory SQL Server Analysis Services (SSAS) engine for data storage. So PowerPivot for Excel is an In-Memory Database application.

PowerPivot for Excel : A collection of applications and services⁻ PowerPivot for Excel can load and combine data from a variety of data

sources (data warehouses, data marts, or transactional databases, feeds…)

- Uses Data Analysis Expressions (DAX) for sophisticated transformation of data

- Enhance reporting capabilities of Excel to provide a complete decision picture.

So, you don’t have to worry anymore about MDX (Multi-Dimensional eXpression) !

What is PowerPivot for Excel ?

To be brief…

PowerPivot for Excel provide :- An In-Memory Server- A data-Integration application- A data-Analysis application- A data-Reporting application

…All this in your single Excel workbookand in your day-to-day PC or laptop…

What you can do with PowerPivot for Excel

• With just a few mouse clicks you can conceive and implement intuitive and interactive self-service Business Intelligence solutions in an environment which is already familiar to you : Excel

• You can build reports which take data from the Line-Of-Business (LOB) system and staging databases of your enterprise without help of IT staff.

• You can build yourself integrated reporting solutions with Enterprise Resources Planning (ERP) of your company

• You can analyze very large amount of data store in staging database of your company to make actionable decisions.

What you can do with PowerPivot for Excel

• Enhance Data Analysis and Visualization in your solutions

• Takes the power of this tool and enhance the reporting capability of your organization !

Analyze with Slicer…

Spot trends with Sparklines

What you can do with PowerPivot for ExcelBusiness Data comparison…

What you can do with PowerPivot for ExcelSpatial analysis…

What you can do with PowerPivot for ExcelAccount reporting…

What you can do with PowerPivot for ExcelBusiness Monitoring…

What you can do with PowerPivot for ExcelSocial Network analytics…

What Do You Need ?In order to have a practical knowledge of PowerPivot for Excel technology and well as to perform this tutorial, you must meet this hardware and software requirements :

HARDWARE REQUIREMENTS

We highly recommend that you use a computer that is not your primary workstation to perform this Tutorial, because you will make changes to the operating system and application configuration.

The computer must meet the following minimum requirements: ■ PC or Laptop with at least 1-GHz 32-bit (x86) or 64-bit (x64) processor■ At least 2 GB of RAM (x86 systems) or 4 GB of RAM (x64 systems)■ Super VGA (1024 x 768) or higher resolution video adapter and monitor■ Keyboard and Microsoft mouse or compatible pointing device

What Do You Need ?

SOFTWARE REQUIREMENTS

you need a computer running this software :■ Compatible Operating System : Windows XP with Service Pack 3 (SP3), Windows Vista with SP2, Windows 7, Windows Server 2003 with SP2, Windows Server 2003 R2, Windows Server 2008 with SP2, or Windows Server 2008 R2.

■ Microsoft Office 2010 32 bits or 64 bits containing at least Microsoft Excel & Microsoft Access

■ SQL Server 2008 Express Edition or higher (Optional)

CAUTION : Don’t worry now about PowerPivot, the tutorial include a specific course that explains how to download PowerPivot for Excel and how to install it. Don’t worry about it now !

Deep Dive on Tutorial

• Introduction to scenario• Download & Install PowerPivot for Excel• Connect to several data sources and add data to your solution• Link tables in your PowerPivot solution• Create cubes & aggregated data• Create KPI and performance indicators• Create Reports & Pivot tables in your solution• Enrich your solution • Share your solution.

On this stage, you take a deep look onto PowerPivot technology and build a real solution. The overall tutorial stands in a set of 9 videos whose titles are listed below. They are available for download at this URL : ……..Just download videos and enjoy it !

Bibliography & ResourcesExcel Product Team Bloghttp://blogs.msdn.com/excelPowerPivot Product Team Bloghttp://blogs.msdn.com/powerpivotMicrosoft PowerPivot Websitehttp://www.powerpivot.comPowerPivot and DAX Information Hubhttp://www.powerpivot-info.comPowerPivot Product Team Bloghttp://blogs.msdn.com/powerpivot

About Me• I am a freelance/Consultant specialized on data Processing methods, methodologies and

technologies which allow organisations managers to make day-to-day decisions for their business.

• I analyse IT Technology and its impact on the Business leading and then I find the right IT Technology which can fit to the business. I am all about allowing organisations to capture data which business process needs to complete successfully, transform it into information and help managers to make better decisions.

• I develop reliable, scalable and robust solutions in tools information workers are already familiar to; this to reduce time spend on learning and increase performance.

Store Data

Transform data

into informati

on

Analyze informati

on

Publish for your

team

Make actionabl

e decisions

Acquire data

Tools you’re already familiar

with

Data Information Knowledge Actionable plans

Performance

This schemas describes my methodology to provide solutions that transform data into performance

ContactMail : juvenal.corp@gmail.comPhone : +23798546599

Thank you for attending, I sincerely hope this module will be helpful for you !