1. BI tools: Excel’s Pivot table
Stefano Grazioli

2. Critical Thinking
Last unit of the BI segment
Easy meter

3. You do the talking Name, major Learning objectives
Things you like about the class
Things that can be improved
Attitude towards the Tournament

4. Pivot tables
In Excel

5. Welcome to ACME!
You are a BI/finance consultant at ACME Inc., a company with a global presence.
It is year-end and your boss, the CFO, wants to check the differences between budgeted costs and actual costs.

6. Your job
Without Pivot tables

7. First, ask about the data model and the data dictionary….
Single table, on a remote RDBMS (SmallBankDB)
Doable in Excel, but…
Division = geography
Category = group of items, e.g., commission, lease, utilities

8. WINIT
What Is New In Technology?

9. Your job
with Pivot tables
demo

10. Pivot Tables … are data summarization tools.
They aggregate data according to various dimensions (e.g., time, location, department, product….)
Then they let you see your data in new ways. Slicing and dicing.

11. Homework
Demo

12. The big picture for the homework
Transactions / Operations
Real time, individual, action
Business intelligence & Analytics
Historical, aggregate, decision
Accounting
Extract
Clean
Transform
Load
Query
Report
Analyze
Visualize
Pivot Table
Acme Budget Table
Europe HR
Managers &
Decision makers
Recommended reading: TDWI Smart Companies Report 2003, available at
Data warehousing includes two parts – getting data in, and getting data out. Getting data in is the hard part – it includes taking data from source systems, transforming the data, and loading it into an integrated data store. Getting data in is 80 % of time and resources, and 50% of unexpected costs.
Getting data out is the fun part – it include the BI tools that casual and power users use to access the data warehouse data. When users use the data, they can deliver value to the organization.
The data store in the middle can be an enterprise data warehouse, a data warehouse with dependent data marts, independent data marts, or a federated database environment. Typically, the independent data mart approach is least effective.
The focus of today is on designing the data structures for a dependent or independent data mart that is tuned for on-line analytical processing (OLAP).
BI consultants
Data scientists = YOU

13. Pivot Architecture Remote DBMS “Smallbank DB” Dataset & Datatable
“myDataset” “BudgetDataTbl”
ListObject
“BudgetDataLO”
Pivot Cache
“myPivotCache”
Pivot Table “myPivotTable”
User