Leveraging PowerPivot

Leveraging PowerPivot

Dan English Business Intelligence Consultant Superior Consulting Services, LLC

[email protected]

Speaker Background

• Developing with Microsoft technologies for over 14 years

• Over 7 years experience with Data Warehousing and Business Intelligence

• Microsoft SQL Server MVP, Microsoft Certified IT Professional (MCITP), and Microsoft Certified Technology Specialist (MCTS)

• Architect and develop dashboard solutions for enterprise reporting and monitoring

• Experienced in ETL and Analysis Services development, requirements gathering, and data modeling

• PASSMN 2009/2010 – Executive Board Chair (President)

• Microsoft MN BI User Group 2011 – Leadership Board

• Twitter – http://twitter.com/denglishbi

• Vimeo Videos - http://vimeo.com/user3952239/videos

Dan English http://denglishbi.wordpress.com

SCS Background

• Founded in 1997, SCS is a technical consulting firm focused exclusively on Microsoft technologies to provide custom solutions

• Headquartered in Burnsville, MN

• Microsoft Gold Certified Partner since 2006

• Provide solutions in the areas of Business Intelligence, Reporting, Application Development, Networking, SharePoint, and Special Projects

• Industry recognized authorities via books, speaker engagements, and direct assistance to Microsoft

Session Outline

• Microsoft Business Intelligence Overview

• What is PowerPivot?

• Comparison of SSAS (UDM) & PowerPivot

• Discuss DAX

• Demo

• What’s coming?

• Questions

Quick Audience Poll

How many are currently using SSAS (UDM) in production?

How many have Excel 2010 deployed?

How many are currently using PowerPivot? In production? With SharePoint?

How many are waiting until v2 of PowerPivot?

Microsoft’s BI Vision

Complete and integrated BI and Performance Management offering

Agile products that adapt to how you need the information

Built on a trusted part of your IT backbone

Improving organizations by providing business insights to

all employees leading to better, faster, more relevant decisions

Microsoft Business Intelligence Overview

Business User Experience

•Analysis Services

•Reporting Services

•Integration Services

•Master Data Services

•Data Mining

•Data Warehousing

•Dashboards & Scorecards

•Excel Services

•Web based forms & workflow

•Collaboration

•Search

•Content Management

•LOB data integration

•Self-Service access & insight

•Data exploration & analysis

•Predictive analysis

•Data visualization

•Contextual visualization

Business Collaboration Platform

Data Infrastructure & BI Platform

What is PowerPivot?

PowerPivot supports files up to 2GB in size. The 64-bit version of PowerPivot enables you to work with up to 4GB of data in memory, and the 32-bit version enables you to work with up to 2GB of data in memory (500 to 700MB files)

Excel 2010 (32-bit or 64-bit) is required to install PowerPivot for Excel.

Office Shared Features must be installed with Excel 2010. .NET Programmability Support, in Microsoft Excel, must also be installed.

PowerPivot for Excel is a free download that significantly expands the data analysis capabilities of Excel.

What can it do?

IW Tool

Microsoft SQL Server

Microsoft Analysis Services

Microsoft PowerPivot

Microsoft PDW

Microsoft SQL Azure

Microsoft Access

Oracle

Teradata

Sybase

Informix IBM DB2

ODBC / OLEDB

ATOM datafeeds

Azure DataMarket

Microsoft Excel

Reporting Services

Text Files

Personal BI

Team BI

DAX

PivotTables

PivotCharts

Self-service

Agile

Slicers

Sparklines

Data Bars

Measures

Calculated Columns

Relationships

What does it provide?

What you do get… • VertiPaq engine (in-memory column store) • External data connectivity • DAX functions – Excel like with intellisense • Excel user interface • PivotTables and PivotCharts

What you don’t get… • Dynamic user level security • Hierarchy support, parent\child, unary operators* • KPIs • Attribute properties and cube actions • Advanced calculation capabilities • Perspectives • Incremental data loads • Robust Enterprise OLAP Solution *There are workarounds with good DAX knowledge and model design

SSAS (UDM) vs. PowerPivot

SSAS (UDM) PowerPivot (v1)

Mature Product New Product

Scalable Personal / light weight

Massive data (TBs) Large data (GBs)

OLAP Engine VertiPaq Engine

Data Source View PowerPivot Window w/ data

Dimensions & Facts Tables

Measures Measures

Indexes / Aggregations No Indexes / Aggregations

Actions (drillthrough, report) No actions

Perspectives No perspectives

Translations No translations

Cube browser Excel for browsing

Loading Comparison

Data mart OLAP Engine

Source Data

Analysis Services (UDM)

Source Data

PowerPivot

VertiPaq Engine

What can PowerPivot build?

Data Analysis Expressions (DAX)

Calculated Columns • Concatenate values • Create new values • Perform lookups

• Examples

• Month =CONCATENATE(FORMAT(MONTH([Datekey]),"00 "),LEFT([CalendarMonthLabel],3))

• Profit =[SalesAmount]-[TotalCost]-[ReturnAmount] • ProductCategory =RELATED(DimProductCategory[ProductCategoryName]) • LifetimeSales =SUMX(RELATEDTABLE(FactSales), FactSales[SalesAmount])

Data Analysis Expressions (DAX)

YTDSales = TOTALYTD(SUM(FactSales[SalesAmount]),DimDate[Datekey])

SalesAmount = SUM('FactSales'[SalesAmount])

CumulativeSales = CALCULATE(SUM(FactSales[SalesAmount]), DATESBETWEEN(DimDate[Datekey], FIRSTDATE(ALL(DimDate[Datekey])), LASTDATE(DimDate[Datekey])))

http://denglishbi.wordpress.com/2011/01/24/calculating-cumulative-values-in-microsoft-bi-tools/

Measures

PY YTD Sales = TOTALYTD(SUM(FactSales[SalesAmount]), DATEADD(DimDate[Datekey],-12,MONTH))

Profit % = Sum([Profit])/Sum([SalesAmount])

Data Analysis Expressions (DAX)

Retail 454 Calendar Calculation PY_SalesAmount = IF(COUNTROWS(VALUES(DimRetailDate[Reporting_Year])) = 1, CALCULATE([Sum of SalesAmount], DATESBETWEEN(DimRetailDate[PK_Date], IF(COUNTROWS(VALUES(DimRetailDate[Reporting_Quarter_Of_Year])) = 1, IF(COUNTROWS(VALUES(DimRetailDate[Reporting_Month_Of_Year])) = 1, IF(COUNTROWS(VALUES(DimRetailDate[Reporting_Week_Of_Year]))=1, IF(COUNTROWS(VALUES(DimRetailDate[Reporting_Day_Of_Year]))=1, FIRSTDATE(DimRetailDate[PY_Date]), FIRSTDATE(DimRetailDate[PY_Reporting_Week_Start_Date])), FIRSTDATE(DimRetailDate[PY_Reporting_Month_Start_Date])), FIRSTDATE(DimRetailDate[PY_Reporting_Quarter_Start_Date])), FIRSTDATE(DimRetailDate[PY_Reporting_Year_Start_Date])), IF(COUNTROWS(VALUES(DimRetailDate[Reporting_Quarter_Of_Year])) = 1, IF(COUNTROWS(VALUES(DimRetailDate[Reporting_Month_Of_Year])) = 1, IF(COUNTROWS(VALUES(DimRetailDate[Reporting_Week_Of_Year]))=1, IF(COUNTROWS(VALUES(DimRetailDate[Reporting_Day_Of_Year]))=1, FIRSTDATE(DimRetailDate[PY_Date]), FIRSTDATE(DimRetailDate[PY_Reporting_Week_End_Date])), FIRSTDATE(DimRetailDate[PY_Reporting_Month_End_Date])), FIRSTDATE(DimRetailDate[PY_Reporting_Quarter_End_Date])), FIRSTDATE(DimRetailDate[PY_Reporting_Year_End_Date])))) ,BLANK())

http://denglishbi.wordpress.com/2010/10/09/round-2-calculating-previous-year-marketing-calendar-values-with-dax/

POWERPIVOT Demo

PowerPivot Demo Screenshot

Self-service analysis delivered thru Excel

2010

Work with massive amounts of data

PowerPivot Monitoring

Central Administration • Server Health

• Avg Instance CPU • Avg Instance Memory • Query Response Time • Activity • Performance

• Historical Utilization • Users vs Queries

• Usage monitoring • # of Users • # of Queries • Size of workbook

What’s coming?

SQL Server 11 ‘Denali’ • PowerPivot v2 add-in • Business Intelligence Semantic Model (BISM)

• Visual Studio 2010 • Corporate / Enterprise BI solution • Source control integration

• DAX additions – like rank, distinctcount, and hierarchy support

• KPIs – value, target, status • Partitioning • Role-based security • Perspectives • Project ‘Crescent’ – Silverlight reporting • Column store index -> relational database

How do you choose?

Situation Option

Existing SSAS (UDM) corporate BI solution SSAS (UDM)

POC or test out data model change PowerPivot

End users building and deploying solutions PowerPivot

New BI solution Consider PowerPivot/BISM

Scal

abili

ty

Richness

VertiPaq

UDM

Fits

in m

emo

ry

Do

esn

’t f

it in

mem

ory

Static Reporting Ad-hoc Analysis Advanced Calcs

Analysis Services Summary

Personal – simple solution created by user only for user.

Team – rich solution created by user for team / department deployed to server.

Corporate – solution created for

organization with centralized logic and

data which is scalable.

Empower Align

PowerPivot for Excel PowerPivot for SharePoint SSAS - UDM / BISM

Resources

• Microsoft BI Sites - http://www.microsoft.com/bi/ AND http://technet.microsoft.com/en-us/bi/default.aspx

• PowerPivot - http://www.powerpivot.com

• PowerPivot for Excel (Business Intelligence) Portal - http://technet.microsoft.com/en-us/bi/ff604673.aspx

• PowerPivot Info (Vidas Matelis) - http://www.powerpivot-info.com

• PowerPivot Pro (Rob Collie) - http://www.powerpivotpro.com

• PowerPivot Geek (Dave Wickert) - http://msdn.microsoft.com/en-us/sqlserver/bb671432.aspx

• Alberto Ferrari & Marco Russo - http://sqlblog.com/blogs/marco_russo AND http://sqlblog.com/blogs/alberto_ferrari

• Kasper de Jonge - http://www.powerpivotblog.nl/

QUESTIONS

THANK YOU! [email protected]