Introduction & Basic Training to
             MS PowerPivot & PerformancePoint 2010




Copyright 2010 VeriPoint, LLC
Agenda

                                        PowerPivot & Performance Point
                                           ...
PowerPivot & PPS At-a-Glance
                                                 PowerPivot                               Per...
Base Software/Upgrade Requirements

                                                                                      ...
PowerPivot Excel Add-In




Copyright 2010 VeriPoint LLC                             Page 5
PowerPivot Excel Highlights
                               Import large datasets from a variety of sources, from SQL
     ...
PowerPivot Excel Highlights
                               All data visualizations and interactions are via Excel
        ...
PowerPivot Excel Highlights
                               Data Analysis Expression (DAX) very similar to Excel formula
  ...
PowerPivot SharePoint Highlights
                               PowerPivot managed via SharePoint Central Administration,
...
PerformancePoint Services (PPS)




Copyright 2010 VeriPoint LLC                                     Page 10
PPS & SharePoint 2010
                               Service within SharePoint 2010
                                 Leve...
PPS: Dashboard Designer
                               Front end for Analysis Services maximizing its cubed data and
     ...
PPS: Dashboard Designer
                               Launch Dashboard Designer from the Business Intelligence
          ...
PPS: Dashboard Designer
                               Make available to SP2010 a variety of content in web parts:




   ...
PowerPivot Training/Demo
                               Add 2 data sources
                               Create a relatio...
PPS Training/Demo
                               Add a data source (with Time Intelligence in mind)
                      ...
Conclusion
                               Q&A




                                     Thank You!




Copyright 2010 VeriP...
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MS PowerPivot & PerformancePoint 2010 Introduction

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High level introduction to MS PowerPivot and PerformancePoint Services (PPS) 2010. Used in conjunction to a training course. Initial slides also provide a high level comparison of PowerPivot vs. PerformancePoint.

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Transcript of "MS PowerPivot & PerformancePoint 2010 Introduction"

  1. 1. Introduction & Basic Training to MS PowerPivot & PerformancePoint 2010 Copyright 2010 VeriPoint, LLC
  2. 2. Agenda PowerPivot & Performance Point Introduction and Training High Level Comparison Product Highlights:  PowerPivot Excel Add In  PowerPivot SharePoint Add In  PerformancePoint Services 2010 (PPS) Demo/Basic Training:  PowerPivot Excel Add In  PerformancePoint Services 2010 (PPS) Copyright 2010 VeriPoint LLC Page 2
  3. 3. PowerPivot & PPS At-a-Glance PowerPivot PerformancePoint SQL/OLTP, view all imported data Analysis Services Data  XML feeds, tabular, Reporting Service  SQL, Tabular, PowerPivot  XML Feeds, cannot view detailed data UI: Relationships, calculated Data columns/measures with auto-fill, automated  MDX Manipulation PivotTable conversion to DAX  No UI manipulations  Language(s): DAX, MDX, T-SQL Scheduled (SP) Live connection / upon browser Data Refresh  Manual (Excel) request/refresh PowerPivot tables & charts KPI’s, Charts, Data Grids, Scorecards,  All other features available in Excel Extendable Dashboards, Strategy Maps, Visualization  Scorecard, Strategy Maps, Extendable External Reports, Web pages Pivot Table/Chart areas, web pages  What-if Analysis, some visualization types available only to Analysis Services PivotTable & Charts Slicers Drill up/down, Top/Bottom N & value Slicing &  All other filter, find, and sort features filters, Decomposition Tree, Independent Dicing available in Excel reusable filters  ‘Native’ Multidimensional drilling  Multidimensional drilling for non-OLAP  Performs at its Best / Pros  Supports  Does Not Support / Cons Copyright 2010 VeriPoint LLC Page 3
  4. 4. Base Software/Upgrade Requirements Performance PowerPivot PowerPivot Point/Dashboard Excel Add In SharePoint Add In Install Requirement Designer (SP) Windows Server 2008    .NET Framework 3.5    SQL Server 2008   SP2010 Requires / PPS can use SQL 2005 data VisualStudio 2008   Excel 2010    SharePoint 2010   Silverlight 3    Mandatory  Required for some features Copyright 2010 VeriPoint LLC Page 4
  5. 5. PowerPivot Excel Add-In Copyright 2010 VeriPoint LLC Page 5
  6. 6. PowerPivot Excel Highlights Import large datasets from a variety of sources, from SQL databases to XML data feeds  Easy to use wizards  Existing relationships are respected  Easily build or detect relationships to other tables (tabs)  Data refresh available Copyright 2010 VeriPoint LLC Page 6
  7. 7. PowerPivot Excel Highlights All data visualizations and interactions are via Excel  PowerPivot PivotTables & Charts  Easy to use wizard with drag & drop controls  Vertical and Horizontal Slicers (interactive filters)  Add new measures  Auto detects relationships and creates them for you Copyright 2010 VeriPoint LLC Page 7
  8. 8. PowerPivot Excel Highlights Data Analysis Expression (DAX) very similar to Excel formula expressions  Column name orientation instead of cell/row: =[revenue]-[cost]  Familiar nested IF statements: =IF([Calls]<200,"low",IF([Calls]<300,"medium","high"))  Select formula reference elements either by typing, navigating and selecting with the mouse, or pick list  Convert any PivotTable to DAX formulas Copyright 2010 VeriPoint LLC Page 8
  9. 9. PowerPivot SharePoint Highlights PowerPivot managed via SharePoint Central Administration, PowerPivot Management Dashboard and PowerPivot System Service  Monitor and manage the PowerPivot for SharePoint environment  Back-end management of PowerPivot application database, load balancing, usage data collection, automatic data refresh, auto discovery and usage of new farm server resources  Scheduled data refreshes Rich interactive presentation layer Multidirectional data sharing  Web service for external applications to access (Reporting Services) / Launch Report Builder from SP2010 & access it’s data  From SharePoint export data/documents to PowerPivot Copyright 2010 VeriPoint LLC Page 9
  10. 10. PerformancePoint Services (PPS) Copyright 2010 VeriPoint LLC Page 10
  11. 11. PPS & SharePoint 2010 Service within SharePoint 2010  Leverages SP2010’s security  100% synchronized content integration between the BI Center and Dashboard Designer  Dashboard, dashboard components, and reports are available for immediate use in SP2010 via web parts Copyright 2010 VeriPoint LLC Page 11
  12. 12. PPS: Dashboard Designer Front end for Analysis Services maximizing its cubed data and hierarchies. Many new/improved features such as:  Decomposition Tree  Time Intelligence  Independent filters  Multiple KPI’s per scorecard, KPI Detail Reports  Scorecard and chart drilling, & hierarchy expansion  Top/Bottom N filters,  User defined filters  Retired features: Trend Charts, PivotTable reports, PivotChart reports, ODBC data sources, Analysis Services 2000, and 32-bit server architecture Copyright 2010 VeriPoint LLC Page 12
  13. 13. PPS: Dashboard Designer Launch Dashboard Designer from the Business Intelligence Center Site Access a variety of data sources and external content: Copyright 2010 VeriPoint LLC Page 13
  14. 14. PPS: Dashboard Designer Make available to SP2010 a variety of content in web parts: Or construct dashboards (using dashboard components & reports) and easily publish to SP2010: Copyright 2010 VeriPoint LLC Page 14
  15. 15. PowerPivot Training/Demo Add 2 data sources Create a relationship link between the data sources Add calculated column using DAX Create a PivotTable & Pivot Chart  Detect Relationship  Item selection  Slicers  Format Add a new Measure using DAX Convert PivotTable to DAX Copyright 2010 VeriPoint LLC Page 15
  16. 16. PPS Training/Demo Add a data source (with Time Intelligence in mind) Create a Time filter Create a Chart Create 2 KPI’s Create a Scorecard from KPI’s Create a KPI Details Report Create a Dashboard incorporating the above elements Deploy to SharePoint Show Drilling & Expansion, Top/Bottom N Drilling, Value Filter, & Decomposition Tree Copyright 2010 VeriPoint LLC Page 16
  17. 17. Conclusion Q&A Thank You! Copyright 2010 VeriPoint LLC Page 17
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