1. BI Features of Excel 2007 - Agenda Role of Excel in Microsoft BI stack New BI (and BI-related) features Compatibility experience and issues Missing cube / OLAP features vs. Proclarity MOSS 2007 and Excel Services Demos using Adventure Works OLAP cube

3. End To End BI Offering Data Warehouse Infrastructure Reporting and Analysis Performance Management

4. Easily find trends in data Excel Conditional Formatting Knowledge, Discovery & Insight Excel 2007 offers complete support for SQL Server 2005 Analysis Services Excel 2007 Worlds most popular BI front end client just got better Strong SQL Server 2005 Integration

5. Excel 2007 was redesigned to boost individual productivity, calculation performance, business insight and server integration

6. BI-related benefits of Excel 2007 Much larger data sets: 1 million rows, 16K columns Dynamic preview of format and style changes Redesigned charting engine, used throughout Office More powerful and flexible conditional formatting MOSS and Excel Services provide browser access Support for most Analysis Services 2005 features Can convert cube pivot tables into cell-based reports

7. New features to support AS 2005 OLAP cubes Redesigned Pivot Table field list - easier navigation Data Connection properties editing (for maintenance) Can apply server-defined formatting rules to cells Conditional formatting adapts to pivot table changes Supports AS 2005 Key Performance Indicators (KPIs) Compact Pivot Table Layout for nested hierarchies Support for drill through and other cube actions Label and Value pivot filters work with cube data Show member properties in tooltip text or as column

8. Pivot table demos with AS 2005 OLAP cube Pivot Table field list – display folders, KPI’s, sets … Data Connection properties editing (for maintenance) Server-defined formatting rules: format, color.. AS 2005 Key Performance Indicators (KPIs): icons Pivot Table Layout: compact for nested hierarchies Double-click to drill through; cube report action Label and Value pivot filters: names, Top 10 products Member properties: Adventure Works Customers

9. Convert cube pivot table to cell-based report Some scenarios not suited to Pivot Tables "Asymmetric reports” - rows or columns don’t follow fixed pattern Reports that mix data from multiple data sources Reports with custom spacing, precise grouping and ordering Convert PivotTable cells to worksheet formulas 7 new “cube” functions available Places OLAP cube data directly into specific spreadsheet cells Power of multi-dimensional data store with Excel formula engine CUBEMEMBER (connection, member_expression,[caption]) CUBEVALUE (connection, [member_expression_1],.. CUBESET (connection, set_expression, [caption],.. CUBESETCOUNT (set) CUBERANKEDMEMBER (connection, set_expression,.. CUBEMEMBERPROPERTY (connection, member_expression,.. CUBEKPIMEMBER (connection, kpi_name, kpi_property,..

10. Demos of OLAP cube cell formulas Convert pivot table with filters to cell formulas Inspect and explain the different cell functions used Examples of asymmetric sets

11. Excel 2007 versus Proclarity - feature gap No UI to create MDX Named Sets, Calc. Members Can’t edit MDX query submitted to OLAP cube server No equivalent for Proclarity “decomposition tree” Other visualizations like “heat map” aren’t supported

12. Excel 2007 compatibility considerations Read / write Excel 2003 (.XLS) files, less functionality Support for older versions of Pivot Table (vs. file) Pivot table data refresh could affect multiple tabs Calculated member in page filter can cause problems Visual Totals can’t be disabled (due to subquery) Whitepaper – “Migrating to Excel 2007”“Migrating to Excel 2007” Excel Team Blog – Backwards Compatibility topicsBackwards Compatibility topics

13. View and Interact Programmatic Access Export/Snapshot into Excel Save Spreadsheets Excel 2007 Design and author Save to SharePoint Spreadsheets stored in document libraries Spreadsheet calculation & rendering External data retrieval and caching 100% calculation fidelity Office SharePoint Server 2007 Browser High quality Web rendering Zero-footprint Interactive: Set parameters, sort, filter, explore Excel 2007 Open in Excel for rich exploration and analysis Open snapshots Custom applications Set values, perform calculations, get updated values via Web services Retrieve full workbook file

14. Key usage scenarios for Excel Services Sharing spreadsheets through a browser Author saves spreadsheet to a SharePoint document library Pure DHTML viewer – no ActiveX, no client copy of Excel 2007 Author can limit access to specific sheets or even cell ranges Building business intelligence (BI) dashboards Build dashboard and reporting portals quickly and without code Ability to re-use Excel spreadsheets in dashboards Use Parameters and SharePoint Filters to centralize “slicing” Can add non-Excel SharePoint Web Parts like KPI List Reuse spreadsheet business logic in custom apps Provides a web-service-based interface to custom apps Calling app can change values, recalculate the spreadsheet..

15. Dashboard page based on Excel 2007 (from Excel Team Blog)from Excel Team Blog

16. Key to areas of sample Dashboard page 1.Built on SharePoint – consistent look and feel Standard portal functionality such as search, personalization.. Web Parts added as needed to customize functionality of page 2.Excel Services Web Parts - 1 Table and 1 Chart Configure Excel Services to show only portions of a workbook 3.SharePoint Key Performance Indicator (KPI) List Visualization of key status and trends (sourced from OLAP cube) 4.SharePoint SQL Server Filters Sourced from dimension data in OLAP cube Connected to other parts on the page, so users can “slice” data

17. Demos of Excel Services used in MOSS pages Publish Excel pivot table which uses cube data Configure parameters and visible part of worksheet Drop Excel Services Web Parts on dashboard page Add SQL Filter and KPI List to page, and connect

18. Office Excel 2007 and Analysis Services 2005 create exciting new user experiences with data Interactive: lightning fast performance on business queries Friendly: business names, folders, hierarchies, formatting Personalized: perspectives, translations Rich: calculations, named sets, exception highlighting, actions, KPIs Powerful: KPIs, OLAP formulas, visuals, interactive charts

19. Microsoft archived webcasts on Excel 2007 BI Building Business Intelligence Solutions Using Office Excel 2007 and SQL Server 2005 Analysis Services Microsoft Office Excel 2007 and SQL Server 2005 Analysis Services Integration Explained Creating Effective Conditional Formats Using Excel 2007 Microsoft Office links of interest: What's new in Microsoft Office Excel 2007 Introduction to Excel Services and Excel Web Access Excel 2007-related blog: Excel and Excel Services Team Blog Blog entry: CUBE Functions Part 1