excel 2013 dashboarding

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EXCEL TIPS & TRICKS Roman Nedzelsky Principal Architect Collaboration, Content and Data Team Lead [email protected]

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Page 1: Excel 2013 Dashboarding

EXCEL TIPS & TRICKS

Roman NedzelskyPrincipal Architect

Collaboration, Content and Data Team Lead

[email protected]

Page 2: Excel 2013 Dashboarding

TIME SCHEDULE:

13:30 – 14:00 REGISTRATION14:00 – 15:30 FIRST PART15:30 – 15:45 BREAK15:45 – 17:00 SECOND PART

Page 3: Excel 2013 Dashboarding

Who’s Roman?

• Consultant & MVP @redtoo / Lecturer @University of Economics• Areas

• Portals and Project Management• SharePoint | Project Server• Microsoft Office InfoPath and workflows• Integrations• Business Intelligence / Reporting

• MCSE | MCSA | MCITP | MCTS | MCT | PMI CAPM | CSM

• Microsoft MVP: Microsoft Integrations

Page 4: Excel 2013 Dashboarding

THIS PRESENTATION IS NOT RECORDED…thank you for understanding

Page 5: Excel 2013 Dashboarding

CENTRALIZED PORTAL

• Company portal• One place for information• Catalogued information

- Calendars,- Emails,- Event,- Announcements

- n-information systems and hubs integration (SAP,…)

Page 6: Excel 2013 Dashboarding

EXCEL

Page 7: Excel 2013 Dashboarding

EXCEL DATA CONNECTION

Page 8: Excel 2013 Dashboarding

EXCEL BI – WELCOME TO YEAR 2007

• Still very useful

• Still unknown for most of companies

• Presentable on SharePoint as objects

• Possibility of cooperation with InfoPath

Page 9: Excel 2013 Dashboarding

EXCEL BI

SLICERSFilters for table content,

PivotTables and PivotCharts

In previous versions only for PivotTable data

TIMELINESimpler compare your PivotTable or PivotChart data

There must be DATE format column

Page 10: Excel 2013 Dashboarding

EXCEL BI• Recommendations

• Calculated Measures in OLAP tools (without need of MDX knowledge)

Page 11: Excel 2013 Dashboarding

DEMO

Page 12: Excel 2013 Dashboarding

POWERPIVOT• Data Analysis

Expressions (DAX)

• Pull the Data from Multiple Sources

• Virtually unlimited row

• SharePoint Integration

Page 13: Excel 2013 Dashboarding

POWERPIVOT DATA CONNECTIONS

Page 14: Excel 2013 Dashboarding

DEMO

Page 15: Excel 2013 Dashboarding

POWERVIEW• Presentation ready• Interactive data

exploration• Ease of visualization• Fully integrated with

PowerPivot• Deliver and collaborate

through SharePoint• Animated trending and

comparisons

Page 16: Excel 2013 Dashboarding
Page 17: Excel 2013 Dashboarding

POWERVIEW – forecasting

Page 18: Excel 2013 Dashboarding

DEMO

Page 19: Excel 2013 Dashboarding

POWERQUERY

Excel Power BI

Page 20: Excel 2013 Dashboarding

POWERQUERY DATA CONNECTIONS

Page 21: Excel 2013 Dashboarding

DEMO

Page 22: Excel 2013 Dashboarding

POWERMAP• three dimensional (3-

D) data visualization tool for Microsoft Excel 2013

• Provides a powerful method for people to look at information

• Layers

• You can Share Stories

Page 23: Excel 2013 Dashboarding

DEMO

Page 24: Excel 2013 Dashboarding

POWERUPDATE FREE VERSION (powerpivotpro.com)

Page 26: Excel 2013 Dashboarding

Resourceshttp://www.romannedzelsky.com

http://blog.redtoo.com

Page 27: Excel 2013 Dashboarding

Thank you!redtoo Prague

Na Pankráci 1683/127 (Gemini A)Praha 4, 14000Czech Republic

[email protected]

redtoo Brno

Holandská 854/1Brno, 639 00Czech Republic

[email protected]

Page 28: Excel 2013 Dashboarding

This presentation (the “Presentation”) has been prepared by redtoo s.r.o. (“redtoo”) on a non-reliance and non-recourse basis for information purposes and as a basis for discussion of certain issues mentioned therein. The Presentation is incomplete without reference to, and should be viewed solely in conjunction with, the oral briefing provided by redtoo.The Presentation meets legal criteria for a copyright work. Redtoo hereby grants to the user thereof a non-exclusive, non-transferable and perpetual license to use the Presentation for its own purposes only. The Presentation may not be reproduced, its original or copies distributed, rented, lent or communicated to third parties, all that neither in a piece or in parts, without a prior explicit written approval granted by redtoo. The Presentation has been prepared by redtoo on the basis of information in the public domain as well as confidential information provided by [source]. It reflects prevailing conditions and redtoo's views as of this date, all of which are subject to change. None of the information on which the Presentation is based has been independently verified by redtoo.Neither redtoo nor any of its directors, employees and agents accept any liability with respect to the accuracy or completeness, or in relation to the use by any recipient (any third party and/or the user), of the projections, information or opinions contained in the Presentation. Unless explicitly specified otherwise by redtoo in writing, if, notwithstanding the terms here, any recipient chooses to rely upon the Presentation or any part thereof, it agrees that it will do so at his/her own risk and without recourse to redtoo its directors, employees and agents.

© 2014 redtoo s.r.o.