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

2. <Enter course name here>
Who Am I?
Craig Utley, Mentor with Solid Quality Mentors
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

3. 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

4. <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

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

6. 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

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

8. <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

9. <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

10. <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

11. <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

12. <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

13. <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

14. <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

15. <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

16. <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

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

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

19. 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

20. 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

21. <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