Presentation on theme: "Tom Demo Prep Notes Turn off: Outlook / Skype Join.Me Excel Fusion Demo spreadsheet Excel Training Demo spreadsheets Dashboards Click the dashboards to."— Presentation transcript:
Tom Demo Prep Notes Turn off: Outlook / Skype Join.Me Excel Fusion Demo spreadsheet Excel Training Demo spreadsheets Dashboards Click the dashboards to prior period to avoid cold start SSMS Open QOTD Lessons Open code snippets in NotePad Call Forwarding to Cell Phone
Data Analysis Nirvana: Excel 2013 Business Intelligence Features Tom Jones – President, Iridium Technology LLC
Introduction – Iridium Technology “Business Intelligence for Law Firms. Period.” Founded in 2009 8-member team 100% focused on legal BI BI solutions for ADERANT and ELITE clients Tuning of existing BI solutions Custom dashboards/reports 35 clients in all regions Client firm size 85 – 2300 timekeepers
Quick Analysis Quick Analysis tool lets you convert your data into a chart or table in two steps or less. You can preview the data and make your choice in one click. You can instantly create different types of charts, including line and column charts, or add miniature graphs (called spark lines). You can also apply a table style, create PivotTables, quickly insert totals, and apply conditional formatting. Everything performed by Quick Analysis can be done manually Mini-Demo
Tables (2010/2013) My favorite feature that not enough people use A Table is not a Pivot Table Features Total Row Formulas applied to columns Styles Data Validation Conditional Formatting Tab to insert (Table Tools, Convert to Range to remove table) Mini-Demo
(Digression) Turning Off GETPIVOTDATA() GETPIVOTDATA() function is Awkward Misleading Mini-Demo
Slicers Previously slicers were only available for PivotTable data Now slicers can also filter data in Excel tables, query tables, and other data tables Slicers show the current filter so you’ll know exactly what data you’re looking at Mini-Demo
Timeline A timeline makes it simpler to compare your PivotTable or PivotChart data over different time periods It's more visual and intuitive than the traditional filter There must be a DATE format column Mini-Demo
Charts Made Easier Formatting, picking and previewing changes to chart elements are quicker and easier With Chart Recommendations, Excel will recommend the most suitable charts with for data with previews Mini-Demo
Trendlines Another cool feature that not enough people use (2010/2013) Improved toolset (tool pane) in 2013 Mini-Demo
Quick Explore: Drill into PivotTable Data Quick Explore feature lets you drill into your Online Analytical Processing (OLAP) cube or Data Model-based PivotTable hierarchy to analyze data details on different levels. I admit it… This is the one new feature that I didn’t do much for me Mini-Demo (Next Time)
Ad-hoc Querying with SSAS Cubes Excel is Iridium’s preferred query tool for working with SSAS Cubes Excel 2013 offers tighter integration with SQL Server We strongly encourage our clients to use Excel 2013 Demo: Ad-hoc querying in Excel
Training: “QOTD” Program QOTD is part of Iridium’s training curriculum 23 lessons to get our clients to “expert” level in analysis Focused on working with pivot tables connected to a cube
New in Excel 2013 Allows ad-hoc Measure and Dimension creation Calculations inside PivotTable – no more references to data in a PivotTable that must be modified after every change in the Report!
Creating a Calculated Measure The function is located in OLAP Tools:
Creating a Calculated Measure (cont.) Point-click-and-drag – No MDX Knowledge Required!
Creating a Calculated Dimension Much the same as creating a Calculated Measure However, more complicated – hierarchies, individual member manipulation But still click-and-drag! Huge step forward from Excel 2010
Expand All + Collapse All New function in Excel 2013 Very useful when building out a PivotTable
Deferring Layout “Don’t send me data until I finish telling you what data I need!” Lessens the amount of data transferred No more waiting on data to be returned after every little change to the PivotTable
Refresh on Open and Actions on Refresh Refresh on Open: Get updated data from the data source whenever the workbook is opened Great for Excel-based Reports Actions on Refresh Preserve Formatting Auto-fit Column Widths (no more cutoffs)
Manual Sorting Not all data fits into Excel’s sorting Paradigm Sort small data sets manually to present the data in the most useful way
Filter Early Filter early to cut down on server load, data transfer times, and wait times. Filter to a subset of the data you’ll eventually need when building the Report Same benefits plus you can build out the PivotTable faster Once the PivotTable is complete, remove any unnecessary Report Filters and retrieve the data once.