<Enter course name here> PowerPivot: Delivering Self-Serve BI Craig Utley Solid Quality Mentors craig@solidq.com CIOBriefings LLC © 2008

<Enter course name here> Who Am I? Craig Utley, Mentor with Solid Quality Mentors craig@solidq.com SQL Server MVP (and former C# MVP) Consultant specializing in development with Microsoft technologies and data warehousing Published author of books, whitepapers, articles, and courseware Operator of LearnMicrosoftBI.com CIOBriefings LLC © 2008

My Business Intelligence Experience <Enter course name here> My Business Intelligence Experience Worked on first data warehousing course from Microsoft (1998) Working with BI in various forms for past 11 years Former member on Microsoft’s SQL Customer Advisory Team (SQLCAT), focused on BI Built warehouses or consulted on BI projects in financial, healthcare, manufacturing, and CPG industries Conference speaker and article author on BI topics CIOBriefings LLC © 2008

<Enter course name here> PowerPivot A combination of applications and services that support user-driven BI solutions Provides powerful analytics for large amounts of heterogeneous data Analyze in Excel and publish to SharePoint CIOBriefings LLC © 2008

<Enter course name here> PowerPivot Add-Ins SQL Server PowerPivot for Excel SQL Server PowerPivot for SharePoint CIOBriefings LLC © 2008

PowerPivot for Excel Add-In <Enter course name here> PowerPivot for Excel Add-In Allows Excel 2010 to handle large data sets Uses a client-side version of Analysis Services Stores data in memory in a column-based format called VertiPaq A separate window is used to load, prepare, and explore data CIOBriefings LLC © 2008

<Enter course name here> PowerPivot Workflow Load and prepare data Design PowerPivot reports Format the reports Publish to SharePoint CIOBriefings LLC © 2008

<Enter course name here> Load and Prepare Data Provides wizards to load data from: Databases and data feeds Local Excel workbooks The clipboard (copy and paste) Define relationships to filter data on related columns or look up values in other tables Excel’s AutoSave does not apply CIOBriefings LLC © 2008

<Enter course name here> External Data Databases SQL Server 2005 and higher, Access 2003 and higher, SSAS 2005 and higher, Azure, Oracle, Teradata, DB2, and more Files Text, Excel 97 and higher Data Feeds SSRS 2008 R2 ATOM feeds, SharePoint lists, and more CIOBriefings LLC © 2008

<Enter course name here> Link to Excel Tables Link a PowerPivot table to an Excel table to provide data change capabilities For example, define a date dimension in Excel if the source data does not have one CIOBriefings LLC © 2008

<Enter course name here> Relationships Relationships are automatically created if the source defines FK relationships and the related tables are imported together Relationships can be manually created and modified if at least one column in a table is a unique identifier for the table and the column data types are the same CIOBriefings LLC © 2008

<Enter course name here> Columns Columns can be renamed or removed New columns can be added for calculations Use Data Analysis Expressions (DAX) Columns can be hidden Data types can be modified CIOBriefings LLC © 2008

<Enter course name here> PowerPivot Reports Reports can be created with PivotTables, PivotCharts, and CUBE functions Can be based on a local PowerPivot model or a data connection published to SharePoint CIOBriefings LLC © 2008

<Enter course name here> PowerPivot Task Pane Find tables/fields in the model Define slicers Lay out the report Create/edit measures Work with relationships CIOBriefings LLC © 2008

<Enter course name here> Free-form Reports Five Excel CUBE functions work with PowerPivot models: CUBEMEMBER CUBEVALUE CUBESET CUBESETCOUNT CUBERANKEDMEMBER The PowerPivot data source is named “PowerPivot Data” CIOBriefings LLC © 2008

<Enter course name here> Report Formatting PowerPivot PivotTables and PivotCharts can be formatted using the regular styles and design options Values can be formatted using the Value Field Settings window CIOBriefings LLC © 2008

PowerPivot in SharePoint <Enter course name here> PowerPivot in SharePoint PowerPivot Gallery PowerPivot Data Refresh PowerPivot Web Service CIOBriefings LLC © 2008

<Enter course name here> PowerPivot Gallery Publish workbook to Excel Services or upload directly Create new report based on workbook CIOBriefings LLC © 2008

PowerPivot Data Refresh <Enter course name here> PowerPivot Data Refresh Schedule can be set to run after business hours Notification can be sent in event of failure Each data source in workbook can have separate schedule CIOBriefings LLC © 2008

PowerPivot Web Service <Enter course name here> PowerPivot Web Service Use PowerPivot data in any application that can query Analysis services Instead of connecting to Analysis Services, connect to the SharePoint URL for the PowerPivot workbook CIOBriefings LLC © 2008

<Enter course name here> Summary PowerPivot provides analytic capabilities to large volumes of heterogeneous data PowerPivot models include tables, columns, relationships, and other elements Publish to SharePoint to share both models and formatted reports CIOBriefings LLC © 2008