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Build Self-Service Business Intelligence
with PowerPivot for Excel 2010
Juvénal CHOKOGOUE M
• 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
• 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.
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 ?
•
•
•
−
−
* Conceived of and described by Edward Tufte, author of Beautiful Evidence
Before battle begins
•
• 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 ?
•
users better business
decisions
• – Gartner
What is PowerPivot for Excel ?
“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”.
Visualizes data using PivotTables, PivotCharts, filters, and
slicers
What is 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.
Screen cast i build self service bi with powerpivot for excel
Screen cast i build self service bi with powerpivot for excel
Screen cast i build self service bi with powerpivot for excel
Screen cast i build self service bi with powerpivot for excel
Screen cast i build self service bi with powerpivot for excel
Screen cast i build self service bi with powerpivot for excel
Screen cast i build self service bi with powerpivot for excel
Screen cast i build self service bi with powerpivot for excel
Screen cast i build self service bi with powerpivot for excel
Deep Dive on Tutorial
Bibliography & Resources
Excel Product Team Blog
http://blogs.msdn.com/excel
PowerPivot Product Team Blog
http://blogs.msdn.com/powerpivot
Microsoft PowerPivot Website
http://www.powerpivot.com
PowerPivot and DAX Information Hub
http://www.powerpivot-info.com
PowerPivot Product Team Blog
http://blogs.msdn.com/powerpivot

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Screen cast i build self service bi with powerpivot for excel

  • 1. Build Self-Service Business Intelligence with PowerPivot for Excel 2010 Juvénal CHOKOGOUE M
  • 2. • 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
  • 3. • 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. Tools you’re already familiar with Data Information Knowledge Actionable plans Performance This schemas describes my methodology to provide solutions which can enhance productivity
  • 4. 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…
  • 5. 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.
  • 6. Who is this module for ? • • • − − * Conceived of and described by Edward Tufte, author of Beautiful Evidence
  • 7. Before battle begins • • 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.
  • 8. What is Self-Service Business Intelligence ? • users better business decisions • – Gartner
  • 9. What is PowerPivot for Excel ? “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”. Visualizes data using PivotTables, PivotCharts, filters, and slicers
  • 10. What is PowerPivot for Excel ? • • • • •
  • 11. • 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.
  • 21. Deep Dive on Tutorial
  • 22. Bibliography & Resources Excel Product Team Blog http://blogs.msdn.com/excel PowerPivot Product Team Blog http://blogs.msdn.com/powerpivot Microsoft PowerPivot Website http://www.powerpivot.com PowerPivot and DAX Information Hub http://www.powerpivot-info.com PowerPivot Product Team Blog http://blogs.msdn.com/powerpivot

Editor's Notes

  1. This lesson introduces enhancements to existing Excel analysis features.
  2. Slicers provide the ability to filter PivotTables, PivotCharts, and CUBEVALUE functions. You can introduce them into the workbook and reference them multiple times. You can configure their settings to control Name and Sort order of members. We will explore this topic further when we use slicers in PowerPivot reports in Topic 03.Reference:http://blogs.msdn.com/excel/archive/2009/09/23/easy-and-even-fun-data-exploration-introducing-excel-2010-slicers.aspxhttp://blogs.msdn.com/excel/archive/2009/09/29/dressing-up-your-slicers.aspx
  3. Excel has evolved into a collaborative tool that supports advanced analysis. Don’t dwell on the hosting side too much because it is covered directly in the SharePoint Insights module.