Simple Business Intelligence on List Data Dave Morrison 3 October 2015 Johannesburg, SA

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Currently Technical Lead for GTConsult Johannesburg Davegopher.wordpress.com About Me IT Trainer for 20 Years, specialising in MS SQL, Business Intelligence and SharePoint Currently Technical Lead for GTConsult Johannesburg Dave Morrison http www.gtconsult.com

Session Overview Data that is sitting in a SharePoint List is not all that easy for most users to interpret. We can use OOTB functionality in Microsoft Excel and Microsoft SharePoint to create interactive Dashboards for users Very little training is required in order to achieve this.

Session Index Overview Connecting Excel To SharePoint Power Query Pivoting the Data Presenting the Dashboard

Overview What was the total value of the road bike sales in 2005 vs 2006? What were our total sales in June 2005? Did we do better in June 2006?

Connecting Excel to SharePoint We need to get the data into Excel so we can manipulate it. Yes we can export but what if we want it to update automatically?

Power Query Excel 2013 – Add In Excel 2016 – Built In Connect to List Pivot the Data Present the Dashboard

Demo

Questions

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Questions Thank You