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Simple Business Intelligence on List Data

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Presentation on theme: "Simple Business Intelligence on List Data"— Presentation transcript:

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

2 Platinum Gold Silver Sponsors
@sps_events #SPSPlus, #SPSJHB, #SPSCPT, #SPSDBN

3 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

4 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.

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

6 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?

7 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?

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

9 Demo

10 Questions

11 Platinum Gold Silver SharePint – Have a Drink on Us
@sps_events #SPSPlus, #SPSJHB, #SPSCPT, #SPSDBN

12 Questions Thank You


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