PowerPivot/Power BIfor Excel

Transform raw data into meaningful information.

Build meaning and value in mere moments.

Take control with tools you already have.

Instructor: Michelle Metzger

• 15 years in the Training & Consulting Industry

• Microsoft Certified Trainer

• MCSE SQL Server 2012

• MCITP SharePoint 2013

• Office Master Specialist

• Developed the entire PowerPivot Training Series for Microsoft Finance

What is PowerPivot?

What to Expect

• The reality of Big Data

• The need for tools that meet very specific business requirements

• PowerPivot 2013 & Power View 2013

• Training Offerings

Quantity of Global Data

Business Budgets

How are you going to keep up?

Customer Data

Sales Data

Budget Data

Product Data R&D Data

Where is Your Data?

• 80% of company owners, CFOs, and CEOs agree that proper data analysis is a must for growing companies.

Where does the responsibility lie?

In the hands of those tasked with turning the data into informative answers.

Statements used about data analysis

Data is Easy…Just look online for answers

Data and Informationare the Same Thing.

You Just Need to“Look at” the Data.

The Reality

1. Your data is growing & going places.

2. “This can’t be done” is not a valid answer.

3. There is a huge focus on cost cutting measures.

4. Acquiring additional staff is unlikely.

5. The work still has to get done.

Three BIG lies about Data

Why not use that custom BI

software I heard about?

What do you need?

A tool that will not cost anything.

A tool that will be quick to learn.

A tool that is accessible with minimal IT impact.

A tool that will allow all audience members to view the results.

The Answer:

Microsoft PowerPivot

& PowerBI

What is PowerPivot?

• Technology aimed at providing self-service business intelligence (BI)

• Allows direct access to data sources both large and small

• Exceeds the row limitations of Microsoft Excel alone

• Amazingly fast in-memory processing

• Not just an upgrade to PivotTables

Self Service BI Model

Database Administrators

Self Service BI Model

Power Pivot

Database Administrators

Data Analysts / Excel Power Users

Self Service BI Model

PivotTables Pivot ChartsPower Maps

Power Pivot

Power Views

Database Administrators

Data Analysts / Excel Power Users

Report Designers/ Excel Advanced Users

Self Service BI Model

Database Administrators

Data Analysts / Excel Power Users

Report Designers/ Excel Advanced Users

PowerPivot & Excel

PowerPivot reports use the data model as a base

for visualizationsPowerPivot:

the Data Model

Excel: the visualization,

Pivot and ChartingPower View:

Advanced Charting & Mapping

Who should be using PowerPivot?

PowerPivot is for:

• Marketing Coordinators

• Budget Analysts

• Senior Management

• Controllers

• Computer Systems Analysts

• IT Directors

• Clinical Researcher

• Human Resource Specialists

• Developers

• Supervisors

• Small Business Owners

• Clinic Managers

• Accountants

• Marketing Analysts

PowerPivot is for:

In other words, It’s for EVERYONE!

Connecting to any type of data is

simple with PowerPivot.

PowerPivot can do that!

Regardless of your data source, you can import it into PowerPivot!

PowerPivot can do that!

Power Pivot

Importing data into PowerPivot

Importing data into PowerPivot

Importing data into PowerPivot

Importing data into PowerPivot

What We Have to Offer

Level 1

• PowerPivot 2010 or 2013 for Report Builders

Level 2

• PowerPivot 2010 or 2013for Data Model Designers

Level 3

• PowerPivot 2010/2013DAX Functions

Optional

• Power View 2013(only) for SharePoint & O365

Build Insights

Deliver Results

Time to see it in action!!