Welcome! []...Seminar Questions & Answers Excel Power Query - Data Analysis Capabilities Enhances self-service business intelligence (BI) for Excel with an intuitive and consistent

Welcome!

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

▪ Seminar Agenda

▪ SMARTerBI Data Analysis Overview

▪ SMARTerBI & Excel Workbooks

▪ Seminar Break

▪ SMARTerBI & Excel Power Query

▪ SMARTerBI & Excel Power Pivot

▪ Seminar Questions & Answers

IBRETRAMS

Seminar Agenda

▪ 09:10a to 09:40a SMARTerBI Data Analysis Building Block System Overview

▪ 09:40a to 10:10a SMARTerBI & Excel Workbooks Overview & Demos

▪ 10:10a to 10:20a Break

▪ 10:20a to 10:50a SMARTerBI & Excel Power Query Overview & Demos

▪ 10:50a to 11:20a SMARTerBI & Excel Power Pivot Overview & Demos

▪ 11:20a to 11:50a Questions & Answers

▪ Seminar Agenda



▪ Seminar Break




IBRETRAMS

Seminar Presenter

Roggie M. Clark, Jr.

▪ Owner of The SQLSurgeon® Data Analytics Group, LLC

▪ Over 25 years experience of BI, Analytics & Software Development

▪ Dashboard, Scorecard & Report Development Expertise

▪ Consults on BI Architecture & BI Solution Development

▪ Advises, Mentors & Trains on BI Concepts and Skill Development

▪ Creator of The SQLSurgeon® SMARTerBI™ Data Analysis System

▪ Seminar Agenda



▪ Seminar Break




IBRETRAMS

SMARTerBI™ Data Analysis Building Block System

▪ SMARTerBI is system of data analysis methodologies for creating powerful Dashboards

▪ SMARTerBI is organized into 9 Building Blocks that are easy to follow

▪ SMARTerBI works with data analysis tools Business Users love:

▪ Microsoft Excel

▪ Power Query

▪ Power Pivot

▪ SMARTerBI also works with advanced data analysis tools:

▪ SQL Server Report Builder

▪ SQL Server Reporting Services (SSRS)

▪ Crystal Reports, etc

▪ Seminar Agenda



▪ Seminar Break




Block 1 – Data Analysis Requests

▪ Decisions Makers have critical questions they need answers to

▪ They often need at-a-glance understand of financials, revenues and overall organizational

performance

▪ What are some of the types of Data Analysis Requests you are asked?

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Block 2 – Data Analysis Generics

▪ Every Decision Maker has one or more of these types of Data Analysis Questions

▪ How

▪ When

▪ Well

▪ Why

▪ Who

▪ What

▪ Where

▪ Will

▪ What Data Analysis Questions are you asked the most often?

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Block 2 – Data Analysis Generics

▪ Every organization is collecting data on these common Data Analysis Objects

▪ People

▪ Things

▪ Activities

▪ Numbers

▪ Date/Time

▪ What Data Analysis Objects are you collecting?

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Block 3 – Data Analysis Organizations

▪ Organizations of all sizes are seeking ways to turns there “mountains” of data in to

actionable, insightful data analysis solutions

▪ What is the size of your Data Analysis Organization?

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Block 4 – Data Analysis Scenarios

▪ Every organization has an array of Data Analysis Scenarios they have questions about:

▪ Financial Analysis Scenarios

▪ Sales Analysis Scenarios

▪ Product / Service Analysis Scenarios

▪ What are your Data Analysis Scenarios?

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Block 5 – Data Analysis Requirements

▪ Typical Data Analysis Requirements are:

▪ I need a dashboard that report Total Sales by Region, Group, Sales Person

▪ I need a dashboard that report Budget vs Actual Financials by Fiscal Period

▪ I need a dashboard that report Employee Attendance by Calendar Month

▪ What are your Data Analysis Requirements?

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Block 6 – Data Analysis Sources

▪ Typical Data Analysis Sources can be:

▪ Data stored in text files and other spreadsheets

▪ Data stored in business databases

▪ SQL Server

▪ Oracle

▪ Access

▪ Data stored in web sites & services

▪ What are your Data Analysis Sources?

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Block 7 – Data Analysis Structures

▪ Typical Data Analysis Structures are:

▪ Excel Data Ranges

▪ Excel Data Tables

▪ Excel Power Pivot Data Tables

▪ MS Access Databases

▪ SQL Server Databases

▪ SQL Server Data Warehouses

▪ SQL Server Analysis Services (SSAS)

▪ What are your Data Analysis Structures?

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Block 8 – Data Analysis Methods

▪ Typical Data Analysis Methods are:

▪ Data Itemization aka “List Report“

▪ Data Summarization aka “Summary Report“

▪ Data Visualization aka “Chart Report“

▪ Data Variance aka “Data Comparison Report“

▪ What are the Data Analysis Methods you are using?

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Block 9 – Data Analysis Solutions

▪ Typical Data Analysis Solutions are:

▪ Dashboards

▪ Executive Dashboard

▪ Management Dashboard

▪ Scorecards

▪ Employment Performance Scorecard

▪ Financial Performance Scorecard

▪ Reports

▪ What are the Data Analysis Solutions your are seeking?

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




IBRETRAMS

SMARTerBI™ and Excel Workbook Technologies

▪ Excel Workbook Overview

▪ Excel Data Table Overview

▪ Excel Pivot Table Overview

▪ Excel Pivot Chart Overview

▪ SMART Talk Thru of Excel Workbook Environment

▪ SMART Walk Thru of SMARTerBI™ and Excel Workbook

▪ Seminar Agenda



▪ Seminar Break




Excel Workbook Overview of Data Analysis Capabilities

IBRETRAMS

▪ Most think of Excel as just a Workbook of Worksheets with Formulas

▪ Microsoft Excel is the leading Data Analysis software package in the world

▪ Excel Data Tables provide fundamental Data Organization capabilities

▪ Excel Pivot Tables offers powerful features for Data Summarization

▪ Excel Pivot Charts deliver effective Data Visualization capabilities

▪ Microsoft Excel was “upgrade” in 2010 with even more data analysis tools

▪ Excel Power Query is an advance Data Querying tool for data analysis

▪ Excel Power Pivot is a powerful Data Modeling tool for data analysis

▪ Seminar Agenda



▪ Seminar Break




Excel Data Table Overview

▪ You can turn a range of cells into a Excel Data Table

▪ Make managing and analyzing a group of related data easier

▪ Sorting and Filtering are built in capabilities

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Excel Pivot Table Overview

▪ Excel Pivot Tables help you to summarize selected data in a spreadsheet or

database table

▪ Pivot Tables provide powerful Data Roll-up and Data Drill-Down capabilities

▪ Pivot Tables are a crucial component to most data analysis solutions

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Excel Pivot Chart Overview

▪ Pivot Charts make Data Visualization simple and easy

▪ Pivot Charts are connected to the Pivot Table summarized data

▪ Pivot Charts make is easy to analyze trends and compare results

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Demonstration of SMARTerBI™ with Excel Workbook Technologies

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




▪ 10:10a to 10:20a

Seminar Break

IBRETRAMS

SMARTerBI™ and Excel Power Query Technologies

▪ Excel Power Query Overview

▪ SMART Talk Thru of Excel Power Query Environment

▪ SMART Walk Thru of SMARTerBI™ and Excel Power Query

▪ Seminar Agenda



▪ Seminar Break




IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Excel Power Query - Data Analysis Capabilities

▪ Enhances self-service business intelligence (BI) for Excel with an intuitive and consistent

experience for discovering, combining, and refining data across a wide variety of sources

including relational, structured and semi-structured

▪ An Excel add-in that can be used to extract data from many different data sources, cleans,

transforms and aggregate the data

▪ Loading Data results into a table on the worksheet, or into a table in the Excel Data Model

▪ Time savings and efficiency of repeating steps to cleanse and restructure data is a huge

benefit in power Query

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Demonstration of SMARTerBI™ with Excel Power Query Technologies

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




SMARTerBI™ and Excel Power Pivot Technologies

▪ Excel Power Query Overview

▪ SMART Talk Thru of Excel Power Pivot Environment

▪ SMART Walk Thru of SMARTerBI™ and Excel Power Pivot

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Excel Power Pivot - Data Analysis Capabilities

▪ Enables you to import millions of rows of data from multiple data sources into a single Excel

workbook

▪ Create relationships between heterogeneous data

▪ Create calculated columns and measures using formulas

▪ Build PivotTables and Pivot Charts that further analyze the data

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Demonstration of SMARTerBI™ with Excel Power Pivot Technologies

IBRETRAMS

▪ Seminar Agenda



▪ Seminar Break




Questions & Answers

IBRETRAMS

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Welcome! []...Seminar Questions & Answers Excel Power Query - Data Analysis Capabilities Enhances self-service business intelligence (BI) for Excel with an intuitive and consistent

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