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1 Armanino LLP Welcomes You To Today s Webinar: PowerPivot and PowerView: BI Tools for Smart Strategies The presentation will begin in a few moments. Participants will receive an within 48 hours with a link to the slide deck and recording. 1 Armanino LLP armaninollp.com Armanino LLP armaninollp.com

2 About the Presenter Noah Kluge Senior Manager, Business Intelligence Practice Noah is a Senior Manager with Armanino's business intelligence practice. During his career, he has been responsible for the design, build, and implementation of various BI projects. With a background in Armanino s North America segment of PrecisionPoint, Noah has seen first-hand the value of PrecisionPoint's data warehouse and the benefit of its seamless integration through Dynamic Insights. 5 Armanino LLP armaninollp.com

3 Learning Objectives During today s webinar, participants will learn: What is PowerQuery, PowerPivot, and PowerView? What are the licensing requirements? What are the implications for the different versions? The features utilizing ERP and a data warehouse via a demo. 6 Armanino LLP armaninollp.com

4 MSFT Licensing Requirement MSFT S/W Power Query Power Pivot Power View Summary Excel 2010 Unstructured data prep Professional Plus w/ Assurance Structured data and calculations Professional Plus Visualization Not Available Excel 2013 Professional Plus Professional Plus Professional Plus Office 365 Professional Plus Professional Plus Professional Plus SQL Server SQL 2008 R2 SQL 2012 SP1 SharePoint 2010/2013 Ent 2010/2013 Ent Note: All are on-premise installations 7 Armanino LLP armaninollp.com

5 What is Power Query Ability to bring data from many different sources into a similar format (e.g. number of columns) and append sources. Publicly available info from Facebook, stock info, etc. Not an ETL tool Accessing structured SQL has limited additional benefit over PowerPivot directly. 8 Armanino LLP armaninollp.com

6 What is Power Pivot In memory cube technology Allows creation of monster cube/report within Excel Collect info from disparate data sources and types Intended to be used by power users or to do proof of concepts within IT Has its own calculation language called Data Analysis Expressions (DAX). Integrates with SharePoint Enterprise and Excel Services 9 Armanino LLP armaninollp.com

7 A Warning About Version PowerPivot was part of SQL 2008 R2/SQL 2012 but is now part of Office Old data models can be opened in new versions o If saved in new, however, cannot be opened in old again. o A file saved in Excel 2010 with PowerPivot 2012 cannot be opened in Excel 2010 with PowerPivot 2008 R2 Installed Programs (not COM add-ins): 10 Armanino LLP armaninollp.com

8 Benefits/Considerations Benefits/Drawbacks Benefits: Quick and easy for information delivery Familiar interface Readily available and free for those with the right Excel Considerations: Requires understanding of underlying data model Virtual company support / Multi-Company Support? Involves learning new calculation language No support for hierarchies/ordering (Resolved w/ SQL 2012) 11 Armanino LLP armaninollp.com

9 What It s Not What It s Not Not a replacement for a data warehouse Not an Extract Transform Load (ETL) tool like SQL Integration Services Cust Invoice Line->Cust Invoice Header (for Cust # )->Cust Record (for name) Limited ability to apply business rules to data Not a replacement for production OLAP cubes No security model (in Excel but yes in Sharepoint) 12 Armanino LLP armaninollp.com

10 What is Power View Data visualization tool A feature of Microsoft Excel 2013 Professional SharePoint Server Enterprise 2010 and 2013 as part of the SQL Server 2012 Service Pack 1 Reporting Services Add-in. 13 Armanino LLP armaninollp.com

11 Demonstration Power Pivot with Microsoft Dynamics data Power Pivot/Power View with a data warehouse 14 Armanino LLP armaninollp.com

12 PowerBI Cloud-based subscription Can distribute PowerPivot and PowerView reports built today Can distribute and interact with PowerBI Desktop built reports PowerBI itself will be a topic of a future webinar 15 Armanino LLP armaninollp.com

13 In Conclusion During this webinar, we ve covered: What is Power Query, Power Pivot, and Power View License considerations for a roll out Demo using different two sources 16 Armanino LLP armaninollp.com

14 Armanino LLP Certified Public Accountants & Consultants Noah Kluge phone: John Horner phone: Participants will receive an within 48 hours with a link to the slide deck and recording. 18 Armanino LLP armaninollp.com Armanino LLP armaninollp.com

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