This document provides an overview of using Excel for reporting and data analysis within the KAI program. It discusses Excel as one of three reporting tools available to KAI users, along with PowerBI and SSRS. The document outlines how Excel should be used for ad-hoc report development and blending data across domains or with external sources. It also provides details on data sources, considerations for Excel report performance, and the different ways to analyze data within Excel using data connections, PowerPivot, and PowerQuery.

1. Excel Training
KAI Program Training
August 17, 2017

2. Excel Overview
2
Excel is one of the three reporting tools available to KAI users. In KAI, Excel should be used for ad-hoc
report development and data blending across domains or with external data.
Excel PowerBI SSRS
What it’s
used for
Data exploration and
ad hoc reporting
Data exploration, dashboards, and
visualizations
Scheduled and standard reporting
Additional
Details
• Generate ad-hoc reports
• Enhanced self-service analytics in
familiar tool
• Apply filters & calculations
• Refresh at a click with live
connection to data
• Blend data
• View, explore interactive data in
dashboards or reports
• Aggregate data for summarized
views
• Drill into underlying data for more
insights
• Generate standard reports
• Access to broader and detailed
data (through Direct Query)
• Schedule reports
• Apply filters and calculations
• Export in CSV, XLS, DOC, PDF,
PPT, or XML

3. Data Considerations
Sales
Sources
Finance
Sources
Supply Chain
Sources
Services/ GF
Sources
Data Sources
(Same as EDW)
Landing
zone History
Transfor
m
TZ / RZ
BMTs ( Processing )
All EDW historical data
(~10 Y of data)
Enterprise Data Lake
(EDL)
Reporting
RZ
3 years
of
data*
SSAS –
Direct Query
Models
SSAS –
Cached
Tabular
Models
Microsoft Azure
Load
(Data Source -> LZ)
Integrate
(HZ -> TZ)
Aggregate
(RZ - > SSAS Cubes)
Report & Analyze
SQL Data
Warehouse
SQL Server
Analysis
Services
(SSAS)
Reporting Tools
S2S Extracts
Other Data
Sources
* Determined by data subject
Back-end Front-end
Since Excel will be connected to SSAS Cached tabular models, users should expect to see:
 Faster processing time and optimal performance
 Limited data attributes – only those deemed critical by the business
 Up to 3 years of historical data

4. Ways to Analyze Data in Excel
4
Data Connection
 Accessed through the data tab in an Excel workbook
 Used by all users (?)
 Used for:
 Developing ad-hoc reports and performing data exploration and analysis
 Excel Add-In
 Used by all users (?)
 Used for:
 Blending EDW data with external data
Power Pivot
Power Query
 Excel Add-In
 Used by Report Authors, Super Users, and Solution Team Admins (?)
 Used for:
 Share and manage queries
 Edit SSRS standard reports?

5. Ways to Analyze Data in Excel
5
Data Connection PowerPivot PowerQuery
Pre-
Requisites
 Microsoft Excel 2010 (??)  Microsoft Excel 2010
 PowerPivot Excel Add-On Installed
 Microsoft Excel 2010
 PowerQuery Excel Add-On
Installed
Who it is
used by
All Users All Users (?)
Report Authors, Super Users, Solution
Team Admins
What it’s
used for
 Execute reporting and analysis
 Data exploration and analysis
 Blending EDW data with external
data
 Managing and sharing queries