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Robert Bosco J - PowerPivot for Advanced Reporting and Dashboards

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Robert Bosco J PowerPivot for Advanced Reporting and Dashboards
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Leverage the capabilities of the Microsoft Excel PowerPivot add-on to create advanced BI solutions Overview Learn how to create advanced BI solutions quickly and efficiently using easy-to-follow, step-by-step examples Understand the key principles of PowerPivot with the help of real-time examples Discover more about some interesting DAX functions with examples of how they work In Detail Business intelligence technology gives an organization the power to make decisions using large volumes of data. By obtaining an adequate amount of data and integrating data from a variety of sources, a user can get a comprehensive knowledge of their business and business strategies. PowerPivot is a free add-in to the 2010 version of the spreadsheet application MS Excel. It extends the capabilities of the PivotTable data summarization and cross-tabulation feature with new features such as expanded data capacity, advanced calculations, the ability to import data from multiple sources, and the ability to publish workbooks as interactive web applications. PowerPivot for Advanced Reporting and Dashboards will teach you the fundamentals of PowerPivot as well as how to use the different data types available. This book also discusses useful tips and tricks for handling and resolving errors that might pop up while creating your report. With this book, you will be able to create relevant BI reports quickly and efficiently. Moving on from the basics, this book will explain the types of data sources that can be imported into PowerPivot. You will then delve into relationships, hierarchies, and data model creation using imported data. You will also learn how to employ DAX functions to transform unstructured data into structured data. Finally, this book will teach you how to create reports such as Pivot Tables, Pivot Charts, Slicers, KPIs, and Perspective reports using PowerPivot and how to publish them using the SharePoint server. What you will learn from this book Install PowerPivot and discover how to use it Learn about the data memory constraints for the 32-bit and 64-bit versions Explore the list of data sources that can be imported into PowerPivot workbooks Understand the purpose of importing data Publish reports using the SharePoint server Learn about the data refresh method based on the data source Approach A step-by-step tutorial with focused examples that builds progressively from basic to advanced topics and helps you create business intelligence reports and dashboards quickly and efficiently using the PowerPivot add-in. Who this book is written for This book is ideal for data analysts, reporting and MIS professionals, business analysts, managers, dashboard makers, business intelligence professionals, self-service business intelligence personnel, and students. It is assumed that you have basic data analysis skills and intermediate level Excel skills. Familiarity with Pivot Tables as well as basic knowledge of VBA scripting and SharePoint will be useful but not necessary.

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PowerPivot for Advanced Reporting and Dashboards

PowerPivot for Advanced Reporting and Dashboards

Copyright 2013 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: November 2013

Production Reference: 1191113

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-84969-868-9

www.packtpub.com

Cover Image by Aniket Sawant (<>)

Credits

Author

Robert Bosco J

Reviewers

Luis Guilamo

Ceriel van Halle

Acquisition Editor

Antony Lowe

Mary Nadar

Commissioning Editor

Sharvari Tawde

Technical Editors

Krishnaveni Haridas

Shruti Rawool

Copy Editors

Sayanee Mukherjee

Alfida Paiva

Tanvi Gaitonde

Shambhavi Pai

Project Coordinator

Sageer Parkar

Proofreaders

Maria Gould

Ameesha Green

Indexer

Mariammal Chettiyar

Graphics

Ronak Dhruv

Abhinash Sahu

Yuvraj Mannari

Production Coordinator

Pooja Chiplunkar

Cover Work

Pooja Chiplunkar

About the Author

Robert Bosco J is a BI Reports Developer and holds an international Master's degree in Business Intelligence from Universit Tours Franois Rabelais, Blois, France, along with an internship as a BI Analyst at Yomii (a French e-commerce company for design products) in Paris, France. He has a Bachelor of Engineering degree in Computer Science from the Oxford Engineering college, Tiruchirappalli, India. Robert also worked as a Data Processing Executive at Meritgroup Ltd., India, before pursuing his Master's.

I would like to especially thank Packt Publishing for giving me this great opportunity to write the book, and the reviewers, Mr. Ceriel van Halle and Mr. Luis Guilamo, for being a great help in making this book accurate. I dedicate this book to my parents, John Peter and Sepasthi, for educating me and supporting me in pursuing my Master's. I would like to thank my elder and younger sisters, Anitha and Femina, who have always encouraged me in order to grow in my career. I pass on my gratitude to all my professors from Universit Tours Franois Rabelais for introducing me to the world of Business Intelligence technologies. Thanks to them, I was able to write this book, and my heartfelt gratitude to my colleagues Chandramouly P, Nooman Hussain, and Parag Mohite for their help and suggestions in the editing process of this book.

About the Reviewers

Ceriel van Halle is a freelance Microsoft Business Intelligence Consultant and owner of footprintBI. For the past nine years, he has been working on several small and large data warehouse and reporting projects. In several roles, from a developer and trainer to the BI team lead, he has worked for companies in the healthcare, telecommunications, banking and insurance, utilities, and transportation sectors. He is a TDWI Certified Business Intelligence Professional (CBIP).

Luis Guilamo is a global business professional, a proven leader, and a Business Intelligence expert. He is an educated engineer from the University of Illinois at Urbana-Champaign, turned Business Intelligence Consultant. He focuses on end-to-end data warehouse implementations and has an extensive experience in telecommunications. He is an articulate communicator with experience in bridging business and IT across international markets in Asia, Europe, and America.

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Preface

Welcome to Powerpivot for Advanced Reporting and Dashboards . This book aims to teach readers on how to use PowerPivot to create advanced reports and prepare dashboards, all from the familiar Excel interface, and how to publish reports using the SharePoint Server. This book will cover all the fundamentals of Business Intelligence and reporting concepts with PowerPivot in the real world. We have prepared five chapters in order to be precise with the PowerPivot technologies; each and every chapter will give you a prominent idea about the PowerPivot tool. At the end of this book, users will be well-versed with PowerPivot tools in order to create advanced reports.

What this book covers

, Principles and Installing PowerPivot , illustrates quick installation of PowerPivot, some of its features, the differences in Excel's 32-bit and 64-bit version of PowerPivot, and vital information about the principles of PowerPivot, which will leverage the user's ability to work on self-service Business Intelligence.

, Preparation Analysis of Data Source , helps users explore ways to prepare data for analysis. Different types of data sources that can be imported into the PowerPivot interface have been described. A general overview of the ETL process has also been given. Users will get to now know how the ETL process works in the PowerPivot interface. An introduction to DAX and its advantages are also explained.

, Data Model , provides the user with clear information about data models' features and fundamental concepts of relationship and hierarchy. The user by now will know how the ETL process is performed in PowerPivot. One of the most important things is the DAX expression and how to use it to make structured data from unstructured data. Finally, the user will learn how to turn data from the heterogeneous type to homogeneous.

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