Analyzing Business Intelligence Using SMARTerBI Data Analysis Methodologies With Microsoft Excel Workbooks, Power Query & Power Pivot Technologies

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1 Welcome!

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3 nalyzing usiness ntelligence Using er Data nalysis ethodologies With icrosoft xcel Workbooks, Power Query & Power Pivot echnologies

4 eminar genda eminar genda er Data nalysis Overview 09:10a to 09:40a er Data nalysis uilding lock ystem Overview er & xcel Workbooks 09:40a to 10:10a er & xcel Workbooks Overview & Demos eminar reak 10:10a to 10:20a reak er & xcel Power Query 10:20a to 10:50a er & xcel Power Query Overview & Demos er & xcel Power Pivot 10:50a to 11:20a er & xcel Power Pivot Overview & Demos eminar Questions & nswers 11:20a to 11:50a Questions & nswers

5 eminar Presenter eminar genda er Data nalysis Overview oggie. Clark, Jr. er & xcel Workbooks Owner of he QLurgeon Data nalytics Group, LLC eminar reak Over 25 years experience of, nalytics & oftware Development er & xcel Power Query Dashboard, corecard & eport Development xpertise er & xcel Power Pivot Consults on rchitecture & olution Development eminar Questions & nswers dvises, entors & rains on Concepts and kill Development Creator of he QLurgeon er Data nalysis ystem

6 er Data nalysis uilding lock ystem eminar genda er Data nalysis Overview er is system of data analysis methodologies for creating powerful Dashboards er is organized into 9 uilding locks that are easy to follow er & xcel Workbooks er works with data analysis tools usiness Users love: eminar reak icrosoft xcel er & xcel Power Query Power Query er & xcel Power Pivot Power Pivot eminar Questions & nswers er also works with advanced data analysis tools: QL erver eport uilder QL erver eporting ervices () Crystal eports, etc

7 lock 1 Data nalysis equests eminar genda er Data nalysis Overview Decisions akers have critical questions they need answers to er & xcel Workbooks hey often need at-a-glance understand of financials, revenues and overall organizational eminar reak performance er & xcel Power Query What are some of the types of Data nalysis equests you are asked? er & xcel Power Pivot eminar Questions & nswers

8 lock 2 Data nalysis Generics eminar genda er Data nalysis Overview very Decision aker has one or more of these types of Data nalysis Questions How er & xcel Workbooks When eminar reak Well er & xcel Power Query Why er & xcel Power Pivot Who eminar Questions & nswers What Where Will What Data nalysis Questions are you asked the most often?

9 lock 2 Data nalysis Generics eminar genda er Data nalysis Overview very organization is collecting data on these common Data nalysis Objects er & xcel Workbooks People eminar reak hings er & xcel Power Query ctivities er & xcel Power Pivot Numbers eminar Questions & nswers Date/ime What Data nalysis Objects are you collecting?

10 lock 3 Data nalysis Organizations eminar genda er Data nalysis Overview Organizations of all sizes are seeking ways to turns there mountains of data in to er & xcel Workbooks actionable, insightful data analysis solutions eminar reak What is the size of your Data nalysis Organization? er & xcel Power Query er & xcel Power Pivot eminar Questions & nswers

11 lock 4 Data nalysis cenarios eminar genda er Data nalysis Overview very organization has an array of Data nalysis cenarios they have questions about: er & xcel Workbooks Financial nalysis cenarios eminar reak ales nalysis cenarios er & xcel Power Query Product / ervice nalysis cenarios er & xcel Power Pivot What are your Data nalysis cenarios? eminar Questions & nswers

12 lock 5 Data nalysis equirements eminar genda er Data nalysis Overview ypical Data nalysis equirements are: er & xcel Workbooks need a dashboard that report otal ales by egion, Group, ales Person eminar reak need a dashboard that report udget vs ctual Financials by Fiscal Period er & xcel Power Query need a dashboard that report mployee ttendance by Calendar onth er & xcel Power Pivot What are your Data nalysis equirements? eminar Questions & nswers

13 lock 6 Data nalysis ources eminar genda er Data nalysis Overview ypical Data nalysis ources can be: er & xcel Workbooks Data stored in text files and other spreadsheets eminar reak Data stored in business databases er & xcel Power Query QL erver er & xcel Power Pivot Oracle eminar Questions & nswers ccess Data stored in web sites & services What are your Data nalysis ources?

14 lock 7 Data nalysis tructures eminar genda er Data nalysis Overview ypical Data nalysis tructures are: er & xcel Workbooks xcel Data anges eminar reak xcel Data ables er & xcel Power Query xcel Power Pivot Data ables er & xcel Power Pivot ccess Databases eminar Questions & nswers QL erver Databases QL erver Data Warehouses QL erver nalysis ervices () What are your Data nalysis tructures?

15 lock 8 Data nalysis ethods eminar genda er Data nalysis Overview ypical Data nalysis ethods are: er & xcel Workbooks Data temization aka List eport eminar reak Data ummarization aka ummary eport er & xcel Power Query Data Visualization aka Chart eport er & xcel Power Pivot Data Variance aka Data Comparison eport eminar Questions & nswers What are the Data nalysis ethods you are using?

16 lock 9 Data nalysis olutions eminar genda er Data nalysis Overview ypical Data nalysis olutions are: er & xcel Workbooks Dashboards eminar reak xecutive Dashboard er & xcel Power Query anagement Dashboard er & xcel Power Pivot corecards eminar Questions & nswers mployment Performance corecard Financial Performance corecard eports What are the Data nalysis olutions your are seeking?

17 er and xcel Workbook echnologies eminar genda er Data nalysis Overview xcel Workbook Overview er & xcel Workbooks xcel Data able Overview eminar reak xcel Pivot able Overview er & xcel Power Query xcel Pivot Chart Overview er & xcel Power Pivot eminar Questions & nswers alk hru of xcel Workbook nvironment Walk hru of er and xcel Workbook

18 xcel Workbook Overview of Data nalysis Capabilities eminar genda er Data nalysis Overview ost think of xcel as just a Workbook of Worksheets with Formulas er & xcel Workbooks icrosoft xcel is the leading Data nalysis software package in the world eminar reak xcel Data ables provide fundamental Data Organization capabilities er & xcel Power Query xcel Pivot ables offers powerful features for Data ummarization er & xcel Power Pivot xcel Pivot Charts deliver effective Data Visualization capabilities eminar Questions & nswers icrosoft xcel was upgrade in 2010 with even more data analysis tools xcel Power Query is an advance Data Querying tool for data analysis xcel Power Pivot is a powerful Data odeling tool for data analysis

19 xcel Data able Overview eminar genda You can turn a range of cells into a xcel Data able er Data nalysis Overview ake managing and analyzing a group of related data easier er & xcel Workbooks orting and Filtering are built in capabilities eminar reak er & xcel Power Query er & xcel Power Pivot eminar Questions & nswers

20 xcel Pivot able Overview eminar genda xcel Pivot ables help you to summarize selected data in a spreadsheet or er Data nalysis Overview database table er & xcel Workbooks Pivot ables provide powerful Data oll-up and Data Drill-Down capabilities eminar reak er & xcel Power Query Pivot ables are a crucial component to most data analysis solutions er & xcel Power Pivot eminar Questions & nswers

21 xcel Pivot Chart Overview eminar genda Pivot Charts make Data Visualization simple and easy er Data nalysis Overview Pivot Charts are connected to the Pivot able summarized data er & xcel Workbooks Pivot Charts make is easy to analyze trends and compare results eminar reak er & xcel Power Query er & xcel Power Pivot eminar Questions & nswers

22 Demonstration of er with xcel Workbook echnologies eminar genda er Data nalysis Overview er & xcel Workbooks eminar reak er & xcel Power Query er & xcel Power Pivot eminar Questions & nswers

23 eminar reak eminar genda er Data nalysis Overview 10:10a to 10:20a er & xcel Workbooks eminar reak er & xcel Power Query er & xcel Power Pivot eminar Questions & nswers

24 er and xcel Power Query echnologies eminar genda er Data nalysis Overview xcel Power Query Overview alk hru of xcel Power Query nvironment er & xcel Workbooks Walk hru of er and xcel Power Query eminar reak er & xcel Power Query er & xcel Power Pivot eminar Questions & nswers

25 xcel Power Query - Data nalysis Capabilities eminar genda er Data nalysis Overview nhances self-service business intelligence () for xcel with an intuitive and consistent experience for discovering, combining, and refining data across a wide variety of sources er & xcel Workbooks including relational, structured and semi-structured eminar reak n xcel add-in that can be used to extract data from many different data sources, cleans, er & xcel Power Query transforms and aggregate the data er & xcel Power Pivot Loading Data results into a table on the worksheet, or into a table in the xcel Data odel eminar Questions & nswers ime savings and efficiency of repeating steps to cleanse and restructure data is a huge benefit in power Query

26 Demonstration of er with xcel Power Query echnologies eminar genda er Data nalysis Overview er & xcel Workbooks eminar reak er & xcel Power Query er & xcel Power Pivot eminar Questions & nswers

27 er and xcel Power Pivot echnologies eminar genda er Data nalysis Overview xcel Power Query Overview alk hru of xcel Power Pivot nvironment er & xcel Workbooks Walk hru of er and xcel Power Pivot eminar reak er & xcel Power Query er & xcel Power Pivot eminar Questions & nswers

28 xcel Power Pivot - Data nalysis Capabilities eminar genda er Data nalysis Overview nables you to import millions of rows of data from multiple data sources into a single xcel workbook er & xcel Workbooks Create relationships between heterogeneous data eminar reak Create calculated columns and measures using formulas er & xcel Power Query uild Pivotables and Pivot Charts that further analyze the data er & xcel Power Pivot eminar Questions & nswers

29 Demonstration of er with xcel Power Pivot echnologies eminar genda er Data nalysis Overview er & xcel Workbooks eminar reak er & xcel Power Query er & xcel Power Pivot eminar Questions & nswers

30 Questions & nswers eminar genda er Data nalysis Overview er & xcel Workbooks eminar reak er & xcel Power Query er & xcel Power Pivot eminar Questions & nswers

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