Business Intelligence solutions using Excel 2013 and Power BI

Enabling Self Service
Business Intelligence
using Excel
CIAPR – Ponce
February 8, 2014

Alan Koo
Senior Consultant | Nagnoi, Inc.
www.alankoo.com | @alan_koo

Who am I?
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Senior Consultant at Nagnoi, Inc.
14+ years in SQL Server
9+ years in BI & OLAP
Member of the Microsoft BI Advisors internal group
Microsoft MVP (5th year)
MCT Regional Lead – Puerto Rico
MCT since 2004 for Business Intelligence / SQL Server / .NET
Co-Founder of Puerto Rico PASS
PASS Regional Mentor - LATAM
Blogger: www.alankoo.com

Alan Koo | www.alankoo.com

Agenda
Intro
Modern Self Service BI tools
Excel and Power BI
Discover and combine data
Visualize
Model & analyze
What is Next?

Enormous amounts of data
online behavior of Facebook users
tissue samples of cancer patients
purchasing habits of grocery shoppers
crime statistics of cities
“internet of things”
24/7 outpatient monitor
real-time telemetry devices

Big Data

http://www.nytimes.com/2013/04/14/education/edlife/universities-offer-courses-in-a-hot-new-field-data-science.html?_r=1&

90%

Of data in the world,
has been created in
the last 2 years


The sexiest job in the 21st century

Data Science
http://hbr.org/2012/10/data-scientist-the-sexiest-job-of-the-21st-century/


Data Scientists
The magicians of the Big Data era
They crunch the data, use mathematical
models to analyze it and create
narratives or visualizations to explain it,
then suggest how to use the information
to make decisions



Where to begin?


Business Intelligence (BI)
A broad category of applications and technologies
for gathering, storing, analyzing,
and providing access
to data to help enterprise users
make better business decisions.

Search Data Management


BI solution scenarios
Operational Reporting
Access to existing data from operational systems

Business Process / Activity Management
Analysis and reporting capabilities for specific business processes or activities

Data Mart / Integrated Reporting and Analytics
Tools and access to business users of an application.
to enhance its value by improving decision making

Enterprise Data Warehousing / Information Management
Comprehensive integration of critical information across the enterprise.
Breaks down the barriers between applications.

Microsoft Developer & Platform Evangelism


Traditional BI: Integrated Reporting and Analytics
8:
7: Delivering canis dataprocess of continuous dirty data
6: ManualuseBI enablesmanages populated reduce contention
5: Stagingmayvarioussimplify query the cleanse business
4: The sourcesaccessperiodically datafor analyzing and reporting
3: Datadata warehousemirrored/replicated towarehouse improvement
2: Clients needaccessmay data thedata to datafrom data sources
9:
warehouse betoa be required warehouse population
areas may toolssources directly
cleansing
to
1:
Data Warehouse

Data Sources

Data Marts
Staging Area

Client
Access
Manual
Cleansing

Client
Access

Silos of Data
Call Center
Web Apps

CRM

Finance

Inventory
Data Warehouse

HR


ERP

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From Traditional to Self Service BI


Self-Service BI or simply better results?
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Because the organization has insufficient insight into its data
Because traditional BI is too expensive
Because traditional BI is too slow
Because you were told to go get it

A self-serve BI tool is a means to an end
You need one to solve some combination of #1-3 above.

http://www.powerpivotpro.com/2013/06/self-serve-bi-tool-scorecard-powerpivot-vs-the-others-and-why-not-all-checkboxes-are-equal/


Modern Self-Service BI players


Microsoft Excel for BI???
“…self-service BI solutions to everyday business users
through the familiar tool they already use ..”

http://blogs.technet.com/b/dataplatforminsider/archive/2013/07/08/introducing-power-bi-for-office-365.aspx


Microsoft Excel for BI
It is very likely that Excel is already the lifeblood of your organization
These people will be the primary power users of any new self-serve tool you adopt
All of the tools tend to look a lot easier to learn than they are
Excel is FAR more flexible than ANY of the other tools
“Export to Excel” exists because of Excel’s flexibility,
not just because of Excel’s popularity
• If Excel isn’t your BI tool, all of that “Export to Excel”
activity leads to fragmented intelligence.
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http://www.powerpivotpro.com/2013/06/self-serve-bi-tool-scorecard-powerpivot-vs-the-others-and-why-not-all-checkboxes-are-equal/


Power BI ()
…bring the power of big data insights to the people
who are closest to the business – not a specialist with
an expensive, specialized tool -- but everyone in the
organization can find deeper insights that will help
them make better decisions..”
http://blogs.technet.com/b/dataplatforminsider/archive/2013/07/08/introducing-power-bi-for-office-365.aspx


Power BI (Excel)


Power BI (Cloud – Office 365)


Power BI (in Excel)

Power Query

Power Pivot

• Query data
• Clean data

• Model tables
• View in Pivot Tables /
Charts

Discover & Combine

Model & Analyze

Power View / Power
Map
• “Prettier” visualizations
• Can map
Visualize


Power BI for Office 365 (Excel) Components
• Power Pivot
(embedded in Excel 2013) – need to be enabled
• Power View
(embedded in Excel 2013) - need to be enabled
• Power Query – need to be downloaded and installed
• Power Map – need to be downloaded and installed


Power BI for Excel components requirements
• The following Office versions are supported:
– Office 2013 Professional Plus
– Office 365 ProPlus

• Supported Operating System
Windows 7, Windows 8, Windows Server 2008 R2, Windows Server 2012, Windows Vista
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Windows Vista (requires .NET 3.5 SP1)
Windows Server 2008 (requires .NET 3.5 SP1)
Windows 7
Windows 8


http://office.microsoft.com/en-us/excel/power-bi-download-add-in-FX104087144.aspx

Power BI: Discover & Combine
Power Query
Help customers easily
discover, access, and
combine their data


What can I do with Power Query?
• Search public data
• Import data into Excel from a
wide variety of data sources
• Shape it:
Custom columns
Aggregate data
Combine
Advance querys (formula
language)
– Drill down
– Filter
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Group rows
Remove duplicates
Replace values
Sort
Split
Unpivot / Pivot


Power Query in action!

Demo

Power Query: more flexibility???

“M”

language


Power BI: Visualize
Power View
Help business users discover and
share new insights with
colleagues through interactive
charts and graphs

Power Map
Allows user to create rich 3D
geospatial visualizations

Power View
An interactive data exploration, visualization, and
presentation experience.
Provides intuitive ad-hoc reporting for business users such
as data analysts, business decision makers, and information
workers.


With Power Map you can....
• Map Data: plot up to a million rows of data in 3-D,
visually on Bing maps.
• Discover Insights: gain new understandings by seeing
your data in geographic space and seeing time-stamped
data change over time.
• Share Stories: capture screenshots and build cinematic,
guided video tours that can be shared broadly, engaging
audiences like never before.

Power Map in action!
Dallas Utilities

Demo

Power BI: Model & Analyze
Power Pivot
Create flexible models,
process hundreds of millions
of rows of data in split
second times


Data Analysis Expressions (DAX)
• Programming language for PowerPivot (SSAS 2012
Tabular)
• Simple, clean, powerful, fast, not easy
• Tabular requires simpler data modeling for good result
• Thinking in DAX is a new attitude


Enriching your data with
a Power Pivot model

Demo

Power Pivot features learned today
1. Import from text files (CSV)
2. Excel as linked tables (Calendar)
3. Pivot table Slicers
4. Hierarchies
5. Create relations between tables
6. Model cleansing
7. Calculated Columns
8. Basic DAX functions (IIF, RELATED)

PowerPivot flavors
PowerPivot for Excel  Personal Analytics
PowerPivotfor Excel  Personal Analytics
PowerPivot for Sharepoint  Team Analytics
Analysis Services  Corporate Analytics


BI Semantic Model: from personal to corporate BI

Twit analysis tool for Excel

http://social.technet.microsoft.com/wiki/contents/articles/15665.analytics-for-twitter-2013.aspx

Q & A Feature of Power BI (coming soon)
• Natural language based experience for interacting with
data
“Show London clients”

“Number of songs per year”

“Show number of products”

“Total number of employees for
finance, HR, marketing in Europe
by employee country”


What is the best selling
Song of All Time?

Power BI Video

Wrapping up: Self Service BI
Opens a new window of opportunities
Increase productivity while giving visibility
Scalable to an Enterprise BI Solution
Foundation for Business Intelligence (BI) to the Masses
Just play and have fun!


Questions?


Authorized Training Center

Designed for professionals who want to use PowerPivot’s full
capabilities, the PowerPivot Workshop is a two/three-day
course that covers PowerPivot topics, starting from basic
concepts and moving on up to complex data models and DAX
formulas with the goal to facilitate the use of PowerPivot in
the real world.
Nestor Figueroa | 787.671.8244
powerpivotworkshop@nagnoi.com


Puerto Rico PASS Chapter

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Thank You!
Alan Koo Labrín

Senior Consultant | Nagnoi, Inc.
Blog: www.alankoo.com
Twitter: @alan_koo

Resources
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Power BI Home Page
Gapminder
Data.gov
Microsoft Power Query for Excel Help

http://office.microsoft.com/en-us/excel-help/microsoft-power-query-for-excel-help-HA104003813.aspx

• Power Query basics

http://datapigtechnologies.com/blog/index.php/cool-things-you-can-do-with-data-explorer/

• Importing Data From Multiple Log Files

http://cwebbbi.wordpress.com/2013/03/01/importing-data-from-multiple-log-files-using-data-explorer/


Business Intelligence solutions using Excel 2013 and Power BI

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