WELCOME TO TECH IMMERSION

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Marlene Norris
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1 WELCOME TO TECH IMMERSION Track: SQL/BI PowerPivot with Excel 2010 Presenter: Jeff Jones

2 Outline o BI EcoSystem o PowerPivot for Excel What, Why, Who? o Using PowerPivot o New Powerful Formulas o Using DAX Functions o PowerPivot Deep Dive How do they do it? o Future Directions

3 PowerPivot in the BI Ecosystem Real-Time Event Data Cloud Data Data Warehouse Multidimensional Analysis Intranet Portal ETL Scorecards and Dashboards Business Data Enterprise Reporting Self-Service Spreadsheet Analysis Data Mining Spreadsheet Collaboration Integrated Reporting

4 PowerPivot for Excel o What? Tool for Information Workers Leverages existing knowledge in Excel Free Add-in into Excel 2010 Supports analysis of large, related datasets Provides a local Analysis Services engine

5 PowerPivot for Excel o PowerPivot BreakThroughs: Large datasets, small files and fast access Create Analysis Mashup without VLOOKUP Professional-grade formulas (new DAX functions) Import data from anywhere

6 PowerPivot for Excel o Why? Need BI applications quicker Need users to build their own BI applications easier Need easy deployment enterprise-wide when necessary

7 PowerPivot for Excel o Who? Excel Guru s Business Analyst Marketers Business users that have become Excel geeks Technical Data Guru s Database developers BI Developers Technical people that focus on data analysis applications

8 Using PowerPivot o Install PowerPivot add-in o Open PowerPivot o Select and Import data o Define Relationships o Define PivotTable o Add calculations o Create Named Sets o Save file

you to use data feeds as data sources o Enables portability because data configuration information is

9 Data Connection Options o Enables information workers to access data across multiple heterogeneous systems o Provides a wide range of connection options, including connectivity to third-party products o Enables you to use data feeds as data sources o Enables portability because data configuration information is stored in the workbook o To access Sharepoint Lists from PowerPivot install Data Services Update for.net 3.5 SP1

10 Data Relationships o Automatically recognize relationships based on foreign keys o Manually create relationships when they are not explicitly defined

11 Linked Tables o Link to tables in workbooks in Excel o Update the table in PowerPivot as the linked table in Excel changes o Update automatically or manually

capabilities o Use the task pane to add values, labels, and filters

12 PivotTable Tables and PivotChart Charts in PowerPivot for Excel o Add PivotChart charts and PivotTable tables with drill-down capabilities o Use the task pane to add values, labels, and filters o Use extensive formatting options to create visually impressive applications

13 PowerPivot Slicers o Provide a quick way to filter the data that is displayed in charts and tables o Add vertical or horizontal slicers to suit the layout of the application

14 Using DAX Functions o Create Calculated Columns in PowerPivot tables to cleanse and extend o Create new Measures in Excel PivotTables for advanced analysis o Works with relational data o Performs dynamic aggregations o Looks similar to Excel formulas Except they reference rows/columns not ranges o Does not replace SSAS MDX

15 DAX Function Categories o Date and Time (EOMonth, WeekNum) o Filter and Value (Calculate, All, Related)) o Logical Test (True, False) o Math (Round, Sqrt) o Statistical (AverageX, CountRows) o Text (Lower, Mid, Search) o Time Intelligence (StartOfMonth, ParallelPeriod)

16 Aggregation Functions o Functions to calculate averages =AVERAGEX(InternetSales, InternetSales[Freight]+ InternetSales[TaxAmt]) o Functions to count values =COUNTAX(FILTER('Reseller',[Status]="Active"),[Phone]) o Functions to return maximum and minimum values =MINX(FILTER(InternetSales, [SalesTerritoryKey] = 5),[Freight]) o Functions to return sum totals SUMX(FILTER(InternetSales, InternetSales[SalesTerritoryID]=5),[Freight])

17 Filters, Values, and Relationships Functions o RELATED and RELATEDTABLE =RELATED(Products[EnglishProductName]) o FILTER =SUMX(FILTER(Resellers,[ProductLine] = "Mountain"), ResellerSales[ExtendedAmount]) o ALL and ALLEXCEPT =SUMX(ALL(ResellerSales_USD), ResellerSales_USD[SalesAmount_USD]) o CALCULATE and CALCULATETABLE =CALCULATE(SUM(ResellerSales[SalesAmount]),Reseller[ProductLine] = "Mountain") o VALUES and DISTINCT =COUNTROWS(VALUES(Reseller[ResellerName]))

18 Calculated Columns and Measures o Calculated columns Define and populate a new column based on calculations using values in other columns Calculated columns available to PivotTable tables and PivotChart charts =RELATED(dimSalesTerritory[SalesTerritoryCountry]) & ", " & RELATED(dimSalesTerritory[SalesTerritoryRegion]) o Measures Added to Pivot Tables and Pivot Charts PowerPivot creates implicit measures automatically DAX allows you to create explicit measures to perform more complex analysis =CALCULATE(SUM(FactInternetSalesPowerPivot[SalesAmount]),ALL (dimproductsubcategory[englishproductsubcategoryname]))

19 PowerPivot Deep Dive o Data exposed as tabular, underlying model is UDM (Analysis Services) o VertiPaq engine stores data as columns, not rows (Column Store) o Significant compression and fast retrieval

20 PowerPivot Deep Dive o VertiPaq runs in-process with Excel o Uses AMO and ADOMD.Net API s o Excel queries data using MDX o Uses $EMBEDDED$ data source connection

21 Future Directions o Project Crescent Uses the new BI Semantic Model KPIs Perspectives Multi-column relationships Hierarchies Parent-child hierarchies Many-to-many relationships Drillthrough Role-based security model using Active Directory Row and column level security to secure data at the deepest level

22 Summary o PowerPivot for Excel and how it fits in the BI EcoSystem o Loading, managing and accessing data in PowerPivot o Using DAX functions for sophisticated analysis o PowerPivot deep dive on technology o PowerPivot future direction

23 Thank you.

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