Advanced Reporting Options Course #E211.A

Transcription

1 Advanced Reporting Options Course #E211.A Presented by: Arnold Wheatley Shelby Contract Trainer 2018 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of the respective holders.

2 Objective To present a brief overview of the Power BI tools in Excel This session presents the following topics: What s required Power Query, Power View, Power Map overview Power Pivot and Power BI Desktop How to Enable Power BI Tools The difference between Pivot and PowerPivot How to use Multiple Data Sources Manage Data Models 2

3 What s all this Power stuff? Power Business Intelligence tools are add-ins to Microsoft Excel 2013 and come standard in 2016*. Power Query Power View o Power Chart Power Map Power Pivot *Though standard, these tools have to be enabled, and in the case of Power View, added to the Ribbon. 3

4 What s Required Office Professional 2016 Office 2013 Professional Plus Office 2016 Professional Plus (available via volume licensing only) Excel 2013 standalone Excel 2016 standalone Excel 2010 requires a free download of the PowerPivot add-in NOT included in most subscription products Office 365 Education, University, Home, Personal, Small Business Premium, Business, Business Premium, Enterprise E1 NOT included with these perpetually licensed products Office Home & Student (2013, 16), Home & Business (2013, 16), Mac, Android, Standard 2013, Professional

5 How to Enable Excel 2010 a free download is required Excel 2013 Click on Files > Options Click on Add-Ins Select COM Add-Ins from the Manage dropdown; then click Go Check Microsoft Office PowerPivot for Excel 2013 ; then click OK Do the same for Power Query, Power View and Power Maps Excel 2016 Click on Files > Options Click on Add-Ins Select COM Add-Ins from the Manage dropdown; then click Go Check Microsoft PowerPivot for Excel ; then click OK Do the same for Power View and Power Maps Once enabled, you will have to add Power View to the ribbon. 5

6 Pivot vs PowerPivot PivotTable has been in Excel since 1993 (Excel 5) PivotTable is limited to 1,048,576 rows of data PowerPivot is quicker uses the xvelocity engine PowerPivot virtually removes limits on rows you can analyze (useful for Contributions information) Power Pivot uses the DAX language to create calculated fields Ability to import data from many different sources, including but not limited to SQL Azure Oracle You can even import data by linking to a website or glean Facebook data! Excel Access Csv files Ability to relate data from many different sources and hide the complexity of the underlying database from clients. 6

7 Data Modeling A Data Model allows you to integrate data from multiple tables, effectively building a relational data source inside an Excel workbook. Within Excel, Data Models are used transparently, providing tabular data used in PivotTables and PivotCharts. A Data Model is visualized as a collection of tables in a Field List, and most of the time, you never even know it s there. 7

8 Data Modeling There are two different entrances to Data Modeling: Using Power Query / Get and Transform Using PowerPivot Both give access to the same Data Model, but there are big differences between the tools available for managing Data Models. 8

9 Data Modeling Start Data Modeling from the Data tab Click New Query under the Get & Transform group Click From Database under the Power Query Ribbon Tab Both versions Click Manage under the Power Pivot Ribbon Tab 9

10 Get & Transform Data Modeling 10

11 Get & Transform Data Modeling At this point, you select the following tables / views 1. Cust_v_GL_AccountNumbers 2. GL_Journal 3. GL_JournalDetail 4. GL_Budget 5. The GL_BudgetDetail only reason we need #2 & #4 is they contain relating fields between #1 & #3 plus #1 & #5. We will later hide them from the client s view. Select them and then click Load. Be patient 11

12 Get & Transform Data Modeling 12

13 Power Query / Get and Transform Power Query has numerous graphic tools that help you change (transform) your data; they are too numerous to itemize. As you use them, a Query is built using the M language Queries are listed in the order of their creation 13

14 Power Query / Get and Transform 14

15 Transforming Data You will add a column that looks at the AccountNumber in the view to determine its Account Type. Because the column is formatted as a number, and you want to look at the beginning number, you need to change the column to text. 15

16 Transforming Data Double Click the cust_v_gl_account_num bers query to open the Query Editor. 16

17 Transforming Data 17

18 Transforming Data Adding a column This new column becomes the basis for a Slicer 18

19 PowerPivot Data Models Now you switch to PowerPivot to see some differences between the two interfaces Looking at the Menu categories, one can see there are big differences between a PivotTable and Power Pivot: TableS, RelationshipS. For those familiar with SQL, these are recognizable in their purpose. 19

20 Manage Data Models Import data from a relational database Import data from OData Data Feed Microsoft SQL Server Microsoft SQL Azure MS SQL Server Parallel Data warehouse MS Access Oracle Teradata Sybase Informix IBM DB2 OLEDB / ODBC connections MS Analysis Services MS Reporting Services Report Excel File / Text Files & more! Import data from an external source by selecting from a list of previously used sources 20

21 Checking Relationships To switch out of Data View, just click Diagram View. Hovering over the relationship arrow between tables highlights the fields involved in the relationship. 21

22 Hiding Tables / Fields 22

23 Measures / KPIs 23

24 Create a KPI 24

25 Create a PivotTable 25

26 Add Slicers Slicers are the equivalent of putting these fields in the Filter box of a PivotTable. The difference is ease of use and esthetics. 26

27 Results!! 27

28 Additional stuff Try adding a pivot chart from the Data Model to graphically see trends over years. 28

29 Power BI Desktop Has the same Data Modeling capability as Excel s Power Query Can Import Power Query queries, Power Pivot Model, and Power View worksheets Works with both on-premises data and cloud services Powerful reporting capabilities using the Data Model 29

30 Power BI Desktop Great Visualizations: Bar and column charts Layered and stacked area charts Single number cards Multi-row cards Combination charts Doughnut charts Gauge charts Line charts Maps Filled maps Matrix Pie charts Scatter and bubble charts Slicers Standalone images Tables Tree maps Waterfall charts 30

31 Power BI Desktop Content Packs Allow subscribers to quickly connect to an account and see data through live dashboards and interactive pre-built reports Mobile Friendly with apps for ios Android Windows 31

32 Q&A Class Discussion ideas for reports. 32

33 Arnold Wheatley Shelby Contract Trainer After pastoring churches in Pennsylvania and Delaware, Arnold, an ordained minister, was asked by the Headquarters Office of the PennDel District of the Assemblies of God to establish and direct its IT department. During his 19-year tenure, he was instrumental in transitioning their headquarters from a custom ChMS to Shelby HQ, Arena HQ, and ShelbyNext. Experienced with both church ministries and the unique needs of HQ offices, his desire is to help others configure and use Shelby products more efficiently. Arnold is a Shelby Trainer for all Shelby platforms.