Build a Dashboard in one Hour

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Presentation transcript:

Build a Dashboard in one Hour SCORE Orange County 5/20/2018 10:43 AM Build a Dashboard in one Hour PowerPivot . PowerMap . PowerBI Vazi Okhandiar, MCT, PMP, MBA, MSCS Vazi.@nrclc.com (714) 505-3475 SQL Saturday #600, Chicago 2017 © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Agenda PowerPivot, PivotTable, PivotChart, and Slicer. what are they! SCORE Orange County Agenda PowerPivot, PivotTable, PivotChart, and Slicer. what are they! Drive Data Insights with PowerPivot Demo

Objective Introduction to Dashboard Import raw data SCORE Orange County Objective Introduction to Dashboard Import raw data Build Dashboard using: PowerPivot PowerMap PowerBI Q & A 714-550-7369 www.score114.org

SCORE Orange County What is a Dashboard?

What is a dashboard? In Information technology, a dashboard is a visualization tool that is similar to a panel for a driver of a vehicle that has data organized and presented in such a way that is easy to read and understand.

Benefit of Digital Dashboards SCORE Orange County Benefit of Digital Dashboards Visual presentation of performance measures Measure efficiencies/inefficiencies Ability to identify and correct negative trends Ability to identify new trends. Ability to make more informed decision Align strategies and organizational goals Increase overall revenue

SCORE Orange County What is PivotTable? Pivot table is a powerful feature in Excel that allows users to quickly summarize and analyze large amounts of data in a form of a table.

SCORE Orange County What is PivotChart? A PivotChart is a visual representation of the pivot table in Excel.

What is PowerPivot? PowerPivot is an Free add-on for Microsoft Excel that enables user to: import millions of row of data sources into a single Excel workbook create relationships between heterogeneous data create calculated columns and measures using formulas Supports Visualize Tool – PivotTable, PivotChart, Slicers, Sparklines

PowerPivot Minimum Requirement Excel 2010 Professional (32 bit or 64 bit) or higher Windows 7 (32-bit) or higher

Launching PowerPivot Activate PowerPivot (File > Option > COM Add-in> Microsoft Office PowerPivot for Excel) Launch PowerPivot tab on the Excel ribbon

PivotChart & PivotTable SCORE Orange County Using PowerPivot Start Excel Launch PowerPivot Load Data Prepare Data Build dashboard with PivotChart, PivotTable and Slicer Database PowerPivot PivotChart & PivotTable File

Sample Data Superstore - Order Table Order ID Order Date Order Priority Order Quantity Sale Discount Shipping Method Profit Unit Price Shipping cost Customer Name State Region Business Size Product Category Product Sub Category Product Name Product Container Product Base Margin Ship Date

Question? Who are the top 5 customers? What are the top 5 product? Where (state) are the most sales? What were the sales during the month of March for year 2010 and 2011?

Demo

Power Map 3D data visualization tool for Excel Discover new insights by seeing your data in geographic space and seeing time-stamped data change over time. Requires at least one geographic value per row of data (Latitude/Longitude pair, City, Country/Region, Zip code/Postal code, State/Province, or Address)

Power Map Download Power Map https://www.microsoft.com/en-us/download/details.aspx?id=38395 Run the installer to install the Power Map add-in. To use Power Map open Excel and go to Insert -> Map

Demo (Power Map)

What is Power BI? Power BI is a cloud-based business analytics service that enables anyone to visualize and analyze data with greater speed, efficiency, and understanding.

Power BI Download Microsoft BI Desktop version from https://powerbi.microsoft.com/en-us/get-started/

Power BI Designer Desktop companion for use with the Power BI service Connect to, share, & visualize data Effortlessly publish interactive visual reports to users of Power BI Excel 2013 is Microsoft’s premier business analyst tool – it includes rich business intelligence features (Power Query, Power Pivot, Power View, Power Map) fully integrated with the powerful ad hoc analysis capabilities and familiar features of Excel – like Pivot Tables and Excel Charting. With Excel 2013, analysts can publish Excel Workbooks to Power BI, sharing data, analysis and reports with users of Power BI. For customers who don’t have access to Excel 2013, the new Power BI Designer can be used to import and model data, then author and publish Power BI Reports to the Power BI service. While lacking the rich analytical features of Excel, it does provide a simple solution expressly design for Power BI content creation.

Demo (Power BI)

Stay connected from any device 5/20/2018 Stay connected from any device Native apps for iPad, iPhone, and Windows devices Receive alerts to important changes in your data Share and collaborate with colleagues and take immediate action © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

New Power BI Visualizations (Visuals.powerBI.com) Funnel Gauge Fill Map Combo Chart Tree Map

Power BI Free versus Paid https://powerbi.microsoft.com/en-us/pricing/?b=1

Summary Topic covered: Invoking PowerPivot, PowerMap Importing data Creating dashboard Framework Adding PivotTable/PivotChart Using Slicer to link PivotTable and PivotChart Creating dashboard to present data using PowerPivot PowerMap PowerBI

Q & A 714-550-7369 www.score114.org

Thank You Vazi Okhandiar Power BI: www.powerbi.com 5/20/2018 Thank You Vazi Okhandiar vazi@nrclc.com 714-505-3475 Facebookcom/nrclc Twitter.com/nrclc Nrclc.com/blog Power BI: www.powerbi.com Visuals Library: https://app.powerbi.com/visuals/ © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.