PowerPivot, an Introduction. By: Steve Lewis Principal Pyxis Analytics

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1 PowerPivot, an Introduction By: Steve Lewis Principal Pyxis Analytics

2 Agenda What is the BISM Model? Components of the BISM Model DAX Overview Walkthroughs

3 What is the BISM Model Business Intelligence Semantic Model Microsoft s Business Intelligence suite for self-serve BI solutions. Tabular & Multidimentional data models Tabular = Self-Serve BI Multidimentional = Organizational BI Designed for interactive data interrogations Consists of 3 layers Data layer Business logic layer Data access layer

4 The BISM Model

5 Data Layer Contains the Data Model Tables & Relations Follows the relational model Interface for Client Tools

6 Business Logic Layer MDX for Multidimensional Models Multidimensional Expressions Designed to query cube structures Can query cube and tabular structures DAX for Tabular models Data Analysis Expressions Designed to query tabular structures (i.e. rows and columns) Very similar to existing Excel functions Cannot query cube structures

7 Data Access Layer Provides data connectivity Text Files Excel Files SQL Server Odata Feeds, etc. Two modes of operations Pass-Through Accesses data directly at the time of query ROLAP (Cubes) & DirectQuery (Tabular) Cached Makes a copy and needs periodically refreshed MOLAP (xvelocity In-Memory engine)

8 Components of the BISM Model PowerQuery PowerPivot PowerView Can access tabular data only PowerMap Development Tools DAX Studio Power BI Desktop

9 PowerQuery Separate install from PowerPivot Sophisticated ETL (Extraction, Transformation and Loading) for PowerPivot Data Model Can read Structure and Semi-Structured data For truly unstructured data you will need Hadoop or other tools Things you can do Find and Connect Merge and Shape Data Cleansing Query Facebook and other social medial Develop queries then share across organization Data Sources Web Pages, XML Files, Folders, Hadoop files, as well as all major DB s

10 PowerPivot With Excel 2010 PowerPivot is a separate install With Excel 2013 and beyond, PowerPivot is standard With Office 365, you need to use the Pro version or better. Otherwise, you will need to install the full version of Excel Pivot Table on Steroids New storage and compression models allows for virtually unlimited rows and columns in your data model.

11 PowerPivot (continued) Best Uses? What it is not? Data Mash-Ups Data Warehouse Model Prototyping Big Data Department Data Marts Data Visualization Data Analytics PowerView Data Visualization Tableau Not as robust as Tableau Provides Secure Dashboard

12 PowerView PowerView Can access tabular data only Presentation layer for PowerPivot data model Competes with Tableau Provides the ability for Ad-Hoc reporting Create interactive reports with drill-down Easily distribute reports with SharePoint

13 PowerMap Provides GEO Spatial reporting Separate Install Requires internet connection Uses Bing Requires location attributes in Data Model Address, Zip, City, State, etc. 3-D Data presentation

14 Development Tools PowerBI Tools DAX Studio Power BI Desktop Download and install Write, execute and analyze queries Use to develop Queries to distribute across organization

15 Data Model E.F. Codd Relations Relational Model 1 to Many Tables Many to Many Relations Active or not Data Types Set Theory Text DateTime Decimal Integer Date Table Special Case Data Model Schemas Star Snowflake

16 DAX Overview Programming language for SQL Server Analytical Services and Excel PowerPivot Declarative language Similar to Excel functions Excel works with Cells or range of cells DAX works with Tables and Columns DAX effectiveness is highly dependent on the Data Model With DAX, Context matters Many ways to achieve the same result Query optimization xvelocity In-Memory Engine

17 Walkthrough Sample Data Model What is the Data Model Getting Data into the Model Creating Calculated Columns Creating Measures Creating KPI s Dashboards

18 Great websites Powerpivotpro.com (Rob Collie) MrExcel.com (Bill Jellen) (Kasper de Jonge)

19 Q & A

20 The Effectiveness of a decision is proportional to the quality of your data & analysis. Presented by: Steve Lewis Principal Pyxis Analytics svlewis@pyxiscare.com (214)

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