SQL SERVER SELF-SERVICE BI WITH MICROSOFT EXCEL

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1 SQL SERVER SELF-SERVICE BI WITH MICROSOFT EXCEL JULY 2, 2015 SLIDE 1

2 Data Sources OVERVIEW OF AN ENTERPRISE BI SOLUTION Reporting and Analysis Data Cleansi ng Data Models JULY 2, 2015 SLIDE 2 Master Data Managemen ETL Data Warehouse

3 LIMITATIONS OF IT-MANAGED ENTERPRISE BI Reporting and analysis are restricted to formally managed data sources New and enhanced reports take time due to IT resource constraints Common symptoms of a business that suffers because of these limitations include: The IT department is overburdened with requests for custom reports Business users manually create spreadmarts to support business decision making JULY 2, 2015 SLIDE 3

4 MICROSOFT OFFICE AND POWER BI FOR OFFICE 365 PowerPivot Power Query Power View Power Map JULY 2, 2015 SLIDE 4

5 WHAT IS POWERPIVOT FOR EXCEL? A tabular data modeling add-in for Excel Installed by default with Excel 2013 Professional Plus An Excel 2010 version is available, but not fully compatible Enables the creation of data models that are saved in the Excel workbook Extends native Excel data model functionality PowerPivot data models are compatible with tabular databases in SQL Server Analysis Services JULY 2, 2015 SLIDE 5

6 THE POWERPIVOT USER INTERFACE The PowerPivot ribbon Is added to Excel when the PowerPivot for Excel add-in is enabled Makes PowerPivot features available in Excel worksheets The PowerPivot window Provides a visual editing environment for data models Includes two views: Data View and Diagram View JULY 2, 2015 SLIDE 6

7 IMPORTING TABLES FROM A DATA SOURCE Create data source connections in the PowerPivot for Excel window Use a wide range of connection options including common third-party databases Automatically add related tables Filter out columns that are not required for analysis: Improves PowerPivot performance Simplifies user experience Provide table aliases for ease of use Refresh data as required JULY 2, 2015 SLIDE 7

8 RELATIONSHIPS PowerPivot automatically recognizes relationships based on foreign keys You can manually create relationships when they are not explicitly defined Multiple relationships can be created between two tables, but only one is active at any time JULY 2, 2015 SLIDE 8

9 HIERARCHIES Create hierarchies in a PowerPivot table by using Diagram View Use hierarchies in PivotTable tables to enable drillup/drill-down analysis In this demonstration, you will see how to: Create a hierarchy JULY 2, 2015 SLIDE 9

10 USING A POWERPIVOT DATA MODEL FOR ANALYSIS Create PivotTables and PivotCharts from the data model Refine the data model iteratively to meet analytical requirements JULY 2, 2015 SLIDE 10

11 USING DAX IN A POWERPIVOT DATA MODEL Introduction to DAX Calculated Columns and Measures Working with Related Tables Time Intelligence Key Performance Indicators Demonstration: Using DAX JULY 2, 2015 SLIDE 11

12 INTRODUCTION TO DAX JULY 2, 2015 SLIDE 12 DAX formulas start with the equal sign (=) followed by an expression Expressions can contain functions, operators, constants, and references to columns Column references: Fully qualified name: 'table name'[column name] Unqualified name: [column name] Measure names must be enclosed in brackets Table names that contain spaces must be enclosed in single quotation marks DAX uses eight data types

13 CALCULATED COLUMNS AND MEASURES Calculated columns: Named columns that are populated by using a DAX formula A value is calculated for each row in the table when the calculated column is created Measures: Named formulas that can contain sophisticated business logic Usually aggregating numerical values Defined in the Calculation Area of a table PowerPivot creates implicit measures for numeric columns using the SUM function JULY 2, 2015 SLIDE 13

14 WORKING WITH RELATED TABLES Look up a value in an unrelated table: LOOKUPVALUE('Date'[Fiscal Year], [Full Date], [Registration Date]) Look up a value in a related table: RELATED('Product Category'[Category Name]) Aggregate values in multiple rows in a related table: COUNTX(RELATEDTABLE('Product'), [ProductKey]) Use a nonactive relationship to aggregate data: CALCULATE(SUM(Reseller Sales[Sales Amount]), USERELATIONSHIP(Reseller Sales[ShipDateKey],Date[DateKey])) JULY 2, 2015 SLIDE 14

15 TIME INTELLIGENCE Compare data from one time period against equivalent data from a different time period The tabular model should include a separate table that contains only date information The date table should have a continuous range of dates without any gaps The column in the date table that uses the date data type should use day as the lowest level of granularity Mark the table as Date Table to use time intelligence functions against that table JULY 2, 2015 SLIDE 15

16 KEY PERFORMANCE INDICATORS Used to compare measures against target values Definition includes: Base value: The actual measure result Target value: The goal for the measure Status thresholds: Indicators to show how the base value compares to the target value JULY 2, 2015 SLIDE 16

17 INTRODUCTION TO POWER QUERY What Is Power Query? Power Query Data Sources Power Query Online Search Demonstration: Using Power Query Online Search JULY 2, 2015 SLIDE 17

18 WHAT IS POWER QUERY? An Excel add-in that enables users to: Find and import data from external sources Search public data Combine and shape data from multiple sources Filter, sort, and group data Add data to a workbook data model Save queries in a workbook for reuse JULY 2, 2015 SLIDE 18

19 POWER QUERY DATA SOURCES Online Search Web pages Files Databases Worksheet tables Other sources JULY 2, 2015 SLIDE 19

20 POWER QUERY ONLINE SEARCH Enables users to find public datasets from a range of sources When used with Power BI for Office 365, organizational datasets can be included Data from the resulting datasets can be imported directly to a worksheet, or filtered and shaped by using Power Query JULY 2, 2015 SLIDE 20

21 USING POWER QUERY TO IMPORT DATA The Query Editor Power Query Expressions Demonstration: Editing a Query Combining Multiple Queries Demonstration: Merging Queries Using Power Query Results Demonstration: Adding a Query to the Data Model JULY 2, 2015 SLIDE 21

22 THE QUERY EDITOR Visual interface for creating or editing queries Filter and shape data Remove and rename columns Sort data by a specified column Change data types and formats Split a row into columns based on a delimiter Remove rows that contain duplicate values or errors Group rows and aggregate data values Flatten parent/child relationships JULY 2, 2015 SLIDE 22

23 POWER QUERY EXPRESSIONS Query Editor generates formulas =Table.SelectColumns(Products, {"ProductKey", "ProductName", "Price"}) Power Query translates formulas to native queries You must enable advanced query editing to create explicit expressions In this demonstration, you will see how to: Edit a query JULY 2, 2015 SLIDE 23

24 COMBINING MULTIPLE QUERIES JULY 2, 2015 SLIDE 24 Merge queries Combine two source queries by matching a common column Append queries Combine two source queries by adding the rows returned by one to the rows returned by the other Privacy levels and the Fast Combine option Each data source has a privacy level to protect data Public Organizational Private The Fast Combine option disables privacy-level checking

25 USING POWER QUERY RESULTS Save the query without importing data Load the data into a worksheet Import the data into the workbook data model JULY 2, 2015 SLIDE 25

26 INTRODUCTION TO POWER VIEW What Is Power View? Power View Visualizations Filtering and Sorting Data in Visualizations Demonstration: Using Power View JULY 2, 2015 SLIDE 26

27 WHAT IS POWER VIEW? An add-in for Excel that enables Power View visualizations based on: A table in a worksheet A workbook data model Power View reports are saved in the workbook JULY 2, 2015 SLIDE 27

28 POWER VIEW VISUALIZATIONS Tabular (Table and Matrix) Charts (Bar, Column, Line, Pie, and Scatter) Card Tiles Map JULY 2, 2015 SLIDE 28

29 FILTERING AND SORTING DATA IN VISUALIZATIONS Use filters to restrict data Visualization-level Report-level Use slicers to enable interactive filtering Use automatic highlighting to show selected values Sort tables, matrices, and charts JULY 2, 2015 SLIDE 29

30 MULTIPLES AND TILES Multiples Create vertical or horizontal repetitions of identically formatted charts based on a categorization field For example, a bar chart showing sales by product category could be shown for each month Tiles Create a tabbed container in which users can interactively select a category to filter the visualization For example, a column chart showing sales could be tiled by sales territory JULY 2, 2015 SLIDE 30

31 COMPARING DATA OVER TIME Use scatter and bubble charts to show comparative values Add a play axis to animate the data over time JULY 2, 2015 SLIDE 31

32 POWER VIEW CONSIDERATIONS FOR DATA MODELS JULY 2, 2015 SLIDE 32 Implement custom summary values by using the Summarize By property Sort columns correctly by using the Sort by Column property Use the tabular data model reporting properties to define: Default Label Default Image Image URL Default Field Set Row Identifier Keep Unique Rows Data Category

33 INTRODUCTION TO POWER MAP What Is Power Map? Tours, Scenes, and Layers in Power Map Geographic Data Fields Data Aggregation Visualizations JULY 2, 2015 SLIDE 33

34 WHAT IS POWER MAP? An Office 365 Excel add-in that enables animated geographical data visualizations Source data must be a table or data model in the workbook Map imagery is obtained from Bing Maps JULY 2, 2015 SLIDE 34

35 TOURS, SCENES, AND LAYERS IN POWER MAP A workbook can contain zero or more tours A tour can contain one or more scenes A scene can contain one or more layers Each layer shows data visualizations on a map JULY 2, 2015 SLIDE 35

36 GEOGRAPHIC DATA FIELDS Each layer must include at least one geographic field Power Map matches field values to locations on a map Specifying multiple geographic fields increases the accuracy of the matches JULY 2, 2015 SLIDE 36

37 DATA AGGREGATION VISUALIZATIONS Aggregation function determines the value displayed Sum Average Count (Not Blank) Count (Distinct) Maximum Minimum No Aggregation An additional field can be used to categorize the data The visualization type determines how data is shown Column, Bubble, HeatMap, Region JULY 2, 2015 SLIDE 37

38 SHARING POWERPIVOT WORKBOOKS IN SHAREPOINT SERVER What Is PowerPivot for SharePoint Server? Sharing PowerPivot for Excel Workbooks The PowerPivot Gallery App Demonstration: Sharing a PowerPivot for Excel Workbook JULY 2, 2015 SLIDE 38

39 WHAT IS POWERPIVOT FOR SHAREPOINT SERVER? A portal for sharing and collaboration A gallery to browse and access workbooks and reports Server-side processing enables users to open workbooks in a browser Central management and security for workbooks JULY 2, 2015 SLIDE 39

40 SHARING POWERPIVOT FOR EXCEL WORKBOOKS Upload PowerPivot for Excel workbooks to SharePoint Server View workbooks in Excel Online in the browser Open them in Excel for further analysis JULY 2, 2015 SLIDE 40

41 CONSIDERATIONS FOR INTERACTIVE DATA REFRESH Users can interactively refresh data in PowerPivot workbooks Excel Services uses the PowerPivot SQL Server Analysis Services service to process the data model Data is refreshed for the current session only The Analysis Services service account requires: The Act as part of the operating system privilege Permission to delegate the user credentials for the data source if it is on a remote server JULY 2, 2015 SLIDE 41

42 CONSIDERATIONS FOR SCHEDULED DATA REFRESH Configure a schedule for unattended refresh Specify the earliest start time to minimize business disruption Specify data source credentials Specific Windows credentials Data refresh account Credentials stored in the SharePoint Secure Store Service JULY 2, 2015 SLIDE 42

43 MONITORING POWERPIVOT IN SHAREPOINT The PowerPivot Management Dashboard in SharePoint Central Administration provides details of: PowerPivot instance health Report activity Data refresh Quality of service In this demonstration, you will see how to: View the PowerPivot Management Dashboard JULY 2, 2015 SLIDE 43

44 THANK YOU Follow us on: Selected presentations are available on: JULY 2, 2015 SLIDE 44

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