tech | immersion | immersion track: sql/bi powerpivot with excel 2010 presenter: jeff jones. outline...
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WELCOME TO TECH | IMMERSION
Track: SQL/BI
PowerPivot with Excel 2010Presenter: Jeff Jones
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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
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PowerPivot in the BI Ecosystem
Business Data
ETL
Cloud Data
Real-Time Event Data
Intranet Portal
Data Warehouse
Enterprise Reporting
Self-Service Spreadsheet Analysis
Data Mining
Multidimensional Analysis
Integrated Reporting
Spreadsheet Collaboration
Scorecards and Dashboards
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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
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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
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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
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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
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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
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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
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Data Relationships
o Automatically recognize relationships based on foreign keys
o Manually create relationships when they are not explicitly defined
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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
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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
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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
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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
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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)
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Aggregation Functions
o Functions to calculate averages
o Functions to count values
o Functions to return maximum and minimum values
o Functions to return sum totals
=AVERAGEX(InternetSales, InternetSales[Freight]+
InternetSales[TaxAmt])
=COUNTAX(FILTER('Reseller',[Status]="Active"),[Phone])
=MINX(FILTER(InternetSales, [SalesTerritoryKey] =
5),[Freight])
SUMX(FILTER(InternetSales,
InternetSales[SalesTerritoryID]=5),[Freight])
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Filters, Values, and Relationships
Functions
o RELATED and RELATEDTABLE
o FILTER
o ALL and ALLEXCEPT
o CALCULATE and CALCULATETABLE
o VALUES and DISTINCT
=SUMX(ALL(ResellerSales_USD), ResellerSales_USD[SalesAmount_USD])
=CALCULATE(SUM(ResellerSales[SalesAmount]),Reseller[ProductLine] =
"Mountain")
=COUNTROWS(VALUES(Reseller[ResellerName]))
=RELATED(Products[EnglishProductName])
=SUMX(FILTER(Resellers,[ProductLine] = "Mountain"),
ResellerSales[ExtendedAmount])
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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
–
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
=RELATED(dimSalesTerritory[SalesTerritoryCountry]) & ",
" & RELATED(dimSalesTerritory[SalesTerritoryRegion])
=CALCULATE(SUM(FactInternetSalesPowerPivot[SalesAmount]),ALL
(dimProductSubcategory[EnglishProductSubcategoryName]))
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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
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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
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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
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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
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Thank you.