17-20 OCTOBER 2011 DURBAN ICC

Killer Real-World PowerPivot Examples Kevin Coetzee Online Systems Manager Dimension Data

3 Agenda PowerPivot Overview Tips and Tricks for the Real World Working with PowerPivot for Business Real World Implementations HR Analysis ATM Transactions with a little DAX Payment Age Analysis with DAX and Related Tables Some Tips and Tricks to take home

Business Intelligence BI - Improving Business Insight “A broad category of applications and technologies for gathering, storing, analyzing, sharing and providing access to data to help enterprise users make better business decisions.” – Gartner

What is PowerPivot With a few mouse clicks, a user can create and publish intuitive and interactive self-service analysis solutions

DEMO : SHOULD I GO SWIMMING TONIGHT? 7

DEMO : * HR DEPARTMENT * ATM TRANSACTIONS * AGED PAYMENT ANALYSIS 9

DEMO : MAP IT 10

Calculated Measures TotalSalesInMillions=CONCATENATE(“R", CONCATENATE(FORMAT(CALCULATE(ROUND(SUM (FactSales[SalesAmount])/ , 0)), "#,###"), "M")) Creates a string that encloses the sales amount in a Rand sign and an ‘M’ for millions. The value is rounded to a million. SalesPrevYr=CALCULATE(SUM (FactSales[SalesAmount]), DATEADD(DimDate[DateKey], -1, YEAR)) Calculates the sales amount for the previous year. YoY Δ=IF(SUM(FactSales[SalesAmount]),(IF ([SalesPrevYr],(SUM (FactSales[SalesAmount]) - [SalesPrevYr])/[SalesPrevYr], BLANK())),BLANK()) Calculates the year-over-year growth if the current year and the previous year have sales values. The formula returns BLANK() if the previous or the current year has no value.

TIPS AND TRICKS 16

17 Some Tips and Tricks Tip #1 Use && and || in DAX Instead of nested IF statements Easier to read IF(Product[Color]=”Blue” && Product[Weight]>6, “Heavy and Blue”, “Everything Else”) IF(Product[Color]=”Blue”,”BlueProduct[Color]=”Red” || Product[Color]=”Yellow”, “Primary Color”, “Blend”)

18 Some Tips and Tricks Tip #2 : Less Columns / More Rows = Speed

19 Create a Date Table STARTOFMONTH (Date_Column) STARTOFQUARTER (Date_Column) STARTOFYEAR (Date_Column [,YE_Date]) ENDOFMONTH (Date_Column) ENDOFQUARTER (Date_Column) ENDOFYEAR (Date_Column [,YE_Date]) PREVIOUSDAY (Date_Column) PREVIOUSMONTH (Date_Column) PREVIOUSQUARTER (Date_Column) PREVIOUSYEAR (Date_Column [,YE_Date]) NEXTDAY (Date_Column) NEXTMONTH (Date_Column) NEXTQUARTER (Date_Column) NEXTYEAR (Date_Column [,YE_Date])

What’s new in PowerPivot in Denali?

Rich Modeling Capabilities Multiple relationships, hierarchies Parent-child relationships Key performance indicators, drillthrough, perspectives Rich data types, BLOBs, images

Sophisticated Business Logic Data Analysis Expressions (DAX), Excel formulas, MDX Relational operators (Filter, Aggregate, GroupBy, Lookup) Statistical, time intelligence (YTD, QTD) functions Rank, TopN, VisualTotals, DistinctCount