But I Want it In Excel _ Perry T Patterson June 2015 _.

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Presentation transcript:

But I Want it In Excel _____________________________________________________ Perry T Patterson June 2015 _____________________________________________________ SQL Saturday

Perry T Patterson – Introduction Principal Consultant 3Deers.com, LLC SQL Dashboards BI Reporting with Excel Masters in MIS, eCommerce Nova Southeastern University

Background Companies spend piles of money on a SQL Database infrastructure… … yet find they still can’t get the users to look at reports.

Background Do your CFO’s, accountants, managers and other end users REQUIRE their reports in excel? Let’s see… faster than a speeding bullet… strength of a thousand men… can leap tall buildings in a single bound… very impressive resume. So… how are you with Excel?

Background Do your users have different results than your IT Department?

What Do You Do? In the past… … you became an IMPORTER / EXPORTER! I’m an Architect

What Do You Do? You don't need Vandelay Industries! Get out of the business of Importing and Exporting of Data.

Simple solution built into Excel! Overlooked feature of Microsoft Excel allows users to connect directly to...

MS Query Visual data creation …

Standard Excel Table … Straight into Excel No Cut / Paste!No EXPORT / IMPORT!

Powerful Pivot Tables

Demonstration – Advanced NorthWind Sales Report W_Sales.xlsm

Demonstration – Advanced Macros – Refresh on button or field change Pivot Table Filter Table Formatting / Data Turn off Background refresh! IT Developed “Views” in SQL ◦ Easier Data for Most Users ◦ Controlled Calculations / Information

Demonstration – Polishing a Report Headings and Tab Names Name your tables Freeze Views Multiple Tabs / Views with same data Refresh Macro Date Grouping Prompting for Parameters

Summary MS Excel For Business Intelligence Most likely already owned Easy Query for non-technical users Powerful Options Familiar Tool… therefore USED!