Build Self-Service Business Intelligence

with PowerPivot for Excel 2010

Juvénal CHOKOGOUE MBusiness Intelligence Specialist

[data-analytics-group.com]

Module Overview• Who I am ?• My Vision & 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• Deep Dive on Tutorial• Bibliography & Resources

Who I am ? • 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 survey.

• I am all about allowing organisations to acquire, store 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 your performance.

Store Data

Transform data into

information

Analyze information

Publish for your team

Make actionable decisions

Acquire data

Tools you’re already familiar

with

Data Information Knowledge Actionable plans

Performance

This schemas describes my methodology to provide solutions which can enhance productivity

My Vision & 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 systems, people, business process and data to organization’s objectives, to maximize results.

I focus more on optimal alignment of people (it is the most difficult to achieve). 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 don’t want to learn anymore. 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 must 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 to : Mobile phone, Excel, Laptop…

What this module Stands for ?• This module is for explaining business Intelligence generally and Self-

Service Business Intelligence particularly as methodologies that can enhance your productivity and allows you to make better decisions.

• This module is about building a real-case Self-Service Business Intelligence solutions in a commodity PC.

• 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.

• It prepares you to build robust Business Intelligence solutions yourself without involving IT department or Developer.

Who is this module for ?• Excel users who know how to structure and work with relational data in

workbooks• SharePoint users who use team sites and document management features• Database and IT professionals who:

− Want to delegate business data development tasks to those who need the data most

− Need to retain sufficient control so that data can be secured, monitored, reproduced, and archived

* Conceived of and described by Edward Tufte, author of Beautiful Evidence

Before battle begins • I am not a Microsoft evangelist or a Microsoft worker or someone working for Microsoft,

although I use its technologies. It means that this module and all concerned about are no edit or product by Microsoft, its purpose is only to show you a tool and methodology which can enhance your reporting capabilities.

• 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.

• 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 capture coming from real-world self-service Business Intelligence solution involving PowerPivot for Excel and Excel 2010. I build myself, worked 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.

What is Self-Service Business Intelligence ? • “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 data“A collection of applications and services that supports the creation of user-managed, data-driven BI solutionsSupports relating and enriching large volumes of heterogeneous data”.

Visualizes data using PivotTables, PivotCharts, filters, and slicers

What is PowerPivot for Excel ?• Manages compressed storage of, and extremely fast

querying and reporting from, large volumes of related tabular data

• Data can be loaded from a variety of data sources• Leverages familiar Excel features• Uses Data Analysis Expressions (DAX) for

sophisticated transformation of data• Supports publication of PowerPivot

reports to SharePoint

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 Excel

What you can do with PowerPivot for Excel

What you can do with PowerPivot for Excel

What you can do with PowerPivot for Excel

What you can do with PowerPivot for Excel

What you can do with PowerPivot for Excel

What you can do with PowerPivot for Excel

What you can do with PowerPivot for Excel

Deep Dive on Tutorial

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