Book Image

PowerPivot for Advanced Reporting and Dashboards

By : Robert Bosco J
Book Image

PowerPivot for Advanced Reporting and Dashboards

By: Robert Bosco J

Overview of this book

<p>Business intelligence technology gives an organization the power to make decisions using large volumes of data. By obtaining an adequate amount of data and integrating data from a variety of sources, a user can get a comprehensive knowledge of their business and business strategies. PowerPivot is a free add-in to the 2010 version of the spreadsheet application MS Excel. It extends the capabilities of the PivotTable data summarization and cross-tabulation feature with new features such as expanded data capacity, advanced calculations, the ability to import data from multiple sources, and the ability to publish workbooks as interactive web applications.</p> <p>PowerPivot for Advanced Reporting and Dashboards will teach you the fundamentals of PowerPivot as well as how to use the different data types available. This book also discusses useful tips and tricks for handling and resolving errors that might pop up while creating your report. With this book, you will be able to create relevant BI reports quickly and efficiently.</p> <p>Moving on from the basics, this book will explain the types of data sources that can be imported into PowerPivot. You will then delve into relationships, hierarchies, and data model creation using imported data. You will also learn how to employ DAX functions to transform unstructured data into structured data. Finally, this book will teach you how to create reports such as Pivot Tables, Pivot Charts, Slicers, KPIs, and Perspective reports using PowerPivot and how to publish them using the SharePoint server.</p>
Table of Contents (12 chapters)

The principle of PowerPivot for Excel


PowerPivot is a powerful data analysis tool with advanced reporting; it leverages self-service business intelligence for everyone. PowerPivot is a free add-in for Microsoft Excel 2010 that enables the user to import massive amounts of data from a variety of sources and manipulates it into one workbook, which means PowerPivot helps in solving heterogeneous problems. Millions of rows of data can be accessed in seconds.

PowerPivot is a business intelligence tool of Microsoft, known as Microsoft Business Intelligence (MSBI). In PowerPivot, the features, functionalities, calculations, and report visualization are like other traditional BI tools. PowerPivot is based on xVelocity in-memory technologies, providing unmatched analytical performance and calculation capabilities to process billions of rows at the speed of thought using Data Analysis Expressions (DAX) functions. Basically, DAX is a business logic of PowerPivot and is used for data manipulation. DAX functions are very basic and easy to learn, even for a person who doesn't have a technical background.

The following figure explains the architecture of PowerPivot and how it works in Excel:

Architecture of PowerPivot in Excel

PowerPivot for Excel uses the Analysis Services xVelocity in-memory analytics engine (VertiPaq) that runs in-process in Excel and helps in importing data from a variety of data sources. The data that the user adds to the workbook is stored internally just like an embedded PowerPivot database inside the .xlsx file and data processing is done through this engine; it compresses and loads the data and makes it available as visualization objects, such as PivotTables and PivotCharts, in a worksheet. There are no administration or configuration tasks that need to be performed in PowerPivot. The engine is an internal component of PowerPivot, which is an add-in to Excel.

PowerPivot gives drag-and-drop methods to users. Users can perform aggregation, filtering, create metrics by using DAX, and create diverse reports like PivotTables, PivotCharts, and KPIs. There are three principles, namely, preparation, integration and aggregation, and data analysis. There will be brief explanations about PowerPivot in this book, based on the following figure:

Principles of PowerPivot