BRK1007 Improve decision-making with Business Analytics in Microsoft Excel 2016 Dany Hoter & Olaf Hubel Senior Program Managers – Excel.

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Presentation transcript:

BRK1007 Improve decision-making with Business Analytics in Microsoft Excel 2016 Dany Hoter & Olaf Hubel Senior Program Managers – Excel

Overview

The World of Data is Changing

Excel is the most widely used Productivity tool in the world

Constant Improvements Plan Capture Classify Discuss Deploy Rings First Release Telemetry Communicate Policy Playbook Resources Listen Signal vs Noise Feedback Measure and Improve User feedback via in product and User Voice Telemetry drives our decisions Constant updates via Office 365

Be deliberately better-together with Power BI 9/11/2018 4:41 AM Be deliberately better-together with Power BI For deep and powerful analytical capabilities and flexible ad-hoc work Excel For building interactive reports Power BI Desktop For live, connected reports, and flexible dashboards Power BI Service © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Business Analytics in Excel

I need clean data relevant to the question I’m trying to answer Business Analytics in Excel 2016 Consume Publish Visualize Analyze Get Data I need clean data relevant to the question I’m trying to answer

Business Analytics in Excel 2016 Consume Publish Visualize Analyze Get Data Power Query

Data Acquisition Data Shaping and Transformations (ETL) All data should be brought into the worksheet first Transformation through Excel formulas Can be automated w/ Macros w/o Power Query Excel 2016 w/ Get & Transform (built-in Power Query) Easy-to-use UI to transform the data Transformation Sequence defined in the Query Editor Automatically repeated during refresh (on new data) Bring in partial data if needed Bring data to worksheet or to the data model Powerful query language (M) for advanced users Queries can be merged or appended Data source

Data Acquisition Support for New Data Sources Excel 2013 Excel 2016 File From File (Text, CSV, XML) √ Excel workbook, Folder Database From Database Access, SQL Server, Analysis Services Oracle, IBM DB2, MySQL, PostgreSQL, Sybase, ODBC, SAP HANA OLEDB Wizard Other Sources MS Query Enterprise Catalog Search Hadoop (HDFS), Azure HDInsight, Azure Blob Storage, Azure Table Storage SharePoint List, Active Directory, Microsoft Exchange Facebook Dynamics CRM Salesforce Objects & Reports

Demo Get & Transform (aka Power Query) 9/11/2018 © 2014 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.

I need to make sense of my data and find insights in my data Business Analytics in Excel 2016 Consume Publish Visualize Analyze Get Data I need to make sense of my data and find insights in my data

Business Analytics in Excel 2016 Consume Publish Visualize Analyze Get Data Data model Power Pivot Forecasting

Excel Data Model (Power Pivot) By using Power Pivot for Excel, you can transform enormous quantities of data with incredible speed into meaningful information to get the answers you need in seconds. Take advantage of familiar Excel tools and features Process massive amounts of data in seconds Load even the largest data sets from virtually any source including databases, data feeds, Reporting Services, and text files Use powerful new analytical capabilities, such as Data Analysis Expressions (DAX)

9/11/2018 Demo Data Model © 2014 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.

Data Analysis Predictive Analytics New time-series forecasting (using exponential smoothing) Forecast.ETS(time, time_series, value_series) Forecast.ETS.Seasonality( … ) Forecast.ETS.Confint( … ) Forecast.ETS.Stat( … )

9/11/2018 Demo Forecasting © 2014 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.

I need to explore my data and make it compelling Business Analytics in Excel 2016 Consume Publish Visualize Analyze Get Data I need to explore my data and make it compelling

Charting Improvements Business Analytics in Excel 2016 Consume Publish Visualize Analyze Get Data Charting Improvements

Data Visualizations Office 2016 Office 2013 Tree map Sunburst Histogram Pareto Box & Whisker Waterfall Funnel Map Office 2013 Chart Recommendations Combo Chart UX Live Preview Proximal UI Task panes Rich Data Labels

Demo Time Grouping and New Chart Types 9/11/2018 © 2014 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.

I need to share my findings with others Business Analytics in Excel 2016 Consume Publish Visualize Analyze Get Data I need to share my findings with others I need to view and interact with findings, spreadsheets, visuals, data, etc.

Business Analytics in Excel 2016 Consume Publish Visualize Analyze Get Data SharePoint O365 Power BI Excel Online Power BI

Publishing BI Reports “I want to publish my Excel report…” How? Publishing from within Excel To OneDrive To SharePoint On-Premises To Office 365 / OneDrive For Business /SharePoint Online To Power BI

Publishing BI Reports Upload your workbooks to Power BI Bring your entire Excel files from OneDrive for Business to PowerBI.com View and interact with the workbook in PowerBI.com

Publishing BI Reports Power BI publisher for Excel add-in Connect directly to data in the Power BI service and analyze that data in Excel using PivotTables and PivotCharts.

Demo Publishing to Power BI 9/11/2018 © 2014 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.

In Summary – Business Analytics in Excel 2016 Consume Publish Visualize Analyze Get Data Power Query Integration Enterprise Catalog Data Transformations New Data Sources Programmability using Excel’s Object Model Enhanced Analysis Experiences Power Pivot/ Data Modelling Usability Improvements Automatic Data Model Relationship Detection Analyze Power Bi in Excel Deferred Update Mode Native Excel Forecasting Experiences Enhanced Visualizations New Chart Types (Waterfall, Sunburst, Tree-maps, …) Time Grouping 3-D Maps - Power Map Easy Publishing Publishing to SharePoint and Office 365 Publish models and dashboard elements to Power BI from Excel Embedding in blogs Better Excel Online Consumption Search in Filters Value Field Settings Save as Number formatting Show/Hide grid View port …More features coming regularly to Excel Online 650+ Million total users, 25% BI users

Excel Resources

Excel Community Join thousands of others on the new community for Excel users from around the world. With over half a billion Excel customers, we want to engage with you in fundamentally different ways and the community is a starting point for that. Our community helps answer your product questions with responses from other knowledgeable community members.  TechCommunity.Microsoft.com

Free Excel Resources Excel Hand On Labs Excel Training Course Get hands on with one of our free Excel labs. Learn how to work with the data model, how to transform data and how to analyze your data. Excel Training Course Take one of the many free Excel courses on EDX.org Like this session from our senior PM Dany Hoter. Where he will teach you how to import data from different sources, create mashups between data sources, and prepare data for analysis

Questions?

Deploy, ramp-up on new services and onboard new users with Microsoft FastTrack: http://fasttrack.microsoft.com/

Join the Microsoft Tech Community to collaborate, share, and learn from the experts: http://techcommunity.microsoft.com

Please evaluate this session 9/11/2018 4:41 AM Please evaluate this session Your feedback is important to us! From your PC or Tablet visit MyIgnite at http://myignite.microsoft.com From your phone download and use the Ignite Mobile App by scanning the QR code above or visiting https://aka.ms/ignite.mobileapp © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/11/2018 4:41 AM © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.