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 member team 100% focused on legal BI  BI solutions for ADERANT and ELITE clients  Tuning of existing BI solutions  Custom dashboards/reports 45 clients in all regions Client firm size 85 – 2300 timekeepers

Iridium BI consists of cubes and associated dashboards Expense data can be loaded from multiple sources Iridium BI: Module Overview 5 Planning

Agenda Recap – Part 1 Part 1 (December 2013)  Mini-Demos: slicers, timelines, tables, Quick Explore, etc.  Ad-hoc querying of cubes  Publishing your results through dashboards  “Grab Bag” topics  Calculated member and dimensions  Pivot table tips and tricks Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

Agenda – Part 2 (More!) Ad-hoc querying (More!) Tips and Tricks Internal Data Model PowerPivot (including MDX Designer) Dashboarding with Power View Other BI Dashboard Options (More!) “Grab Bag” topics Disclaimer: not all examples are legal-specific Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

References Google “Excel 2013 BI features”

Become Microsoft Office Certified Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

(More!) Ad-hoc Queries (More!) Tips and Tricks Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

Working with Cubes – Part 2 Quick recap Excel is your primary tool Having fun with charts Working with data outside the cube Period calculations Member properties Taking it to go Working with the GL Cube Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC Demo: Ad-hoc Querying

“Grab Bag” BI Topics (1) Latency Cube Customization (zero compromises) Power users love the cubes plus Excel You can do this!  BI 101 Series  Query of the Day (“QOTD”) program Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

Internal Data Model Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

Internal Data Model Internal Data Model is a new in-memory Analytics Engine in Excel Each Excel Workbook has one Combine disparate data sources and analyze them © 2014 Iridium Technology LLC Business Intelligence for Law Firms. Period.

Connecting a PivotTable to the Data Model The Data Model is a fully-functioning Analytics Cube that can be queried using a PivotTable Demo: Internal Data Model

PowerPivot Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

PowerPivot New in Excel 2013 – requires Excel 2013 Professional Plus This is the ‘Data Model’ – same engine, more user- friendly Can handle data sets of up to 100 million rows (given a 64-bit operating system and enough memory) Visualizations of Relationships between data sets Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

Relationships in Diagram View Visualize Relationships – especially useful when many disparate data sets are brought together Drag-and-drop to create ties Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC Demo: PowerPivot

Cool Features in PowerPivot Standalone Charts – for those that like visualizations better than rows of numbers MDX Query Designer – for those experienced with MDX Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

Standalone PivotChart Great for abstracting the data at a glance Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

MDX Query Designer For Expert users – a miniature SQL Server Management Studio Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

Dashboarding with Power View Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

Dashboarding with Power View Extremely interactive Dashboard within Excel Uses the Silverlight framework – can be deployed to a server Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

Interactive Dashboard in Excel Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC Demo: Power View

Limitations of Excel Power View Power View in Excel cannot connect to multi- dimensional models (cubes) Microsoft does not have any updates on the roadmap or timeframe with enabling connections to multidimensional model Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

Other BI Dashboard Options Iridium offers a complete set of SSRS-based dashboards as part of Iridium BI Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC Demo: Iridium BI Dashboards

“Grab Bag” BI Topics (2) Dashboard customization All cubes are not equal 30-day trials How to check references (not only for BI projects) Business Intelligence for Law Firms. Period. © 2014 Iridium Technology LLC

Questions? Slide deck is available through ILTA LinkedIn Thank you! Call Iridium any time – Free Consultations