How to Design and Create a Financial Dashboard with PowerPivot – End to End

Author: Kasper de Jonge

Publisher: Tickling Keys, Inc.

ISBN: 1615473394

Category: Computers

Page: 195

View: 9681

Microsoft’s revolutionary Power Pivot is a tool that allows users to create and transform data into reports and dashboards in new and much more powerful ways using the most-used analytical tool in the world: Excel. This book, written by a member of Microsoft’s Power Pivot team, provides a practical step by step guide on creating a financial dashboard. The book covers in detail how to combine and shape the relevant data, build the dashboard in Excel, providing layout and design tips and tricks, prepare the model to work with fiscal dates, and show values used in many financial reports, including year-to-date, variance-to-target, percentage-of-total, and running totals reports. Accessibly written, this book offers readers a practical, real-world scenario and can be used as a day-to-day reference. Though the guide focuses on Power Pivot for Excel 2010, a chapter that discusses Power View—compatible with Excel 2013— and Power BI is also included.
Read More

How to Design and Create a Financial Dashboard with PowerPivot – End to End

Author: Kasper de Jonge

Publisher: Tickling Keys, Inc.

ISBN: 1615470271

Category: Computers

Page: 195

View: 8713

Microsoft’s revolutionary Power Pivot is a tool that allows users to create and transform data into reports and dashboards in new and much more powerful ways using the most-used analytical tool in the world: Excel. This book, written by a member of Microsoft’s Power Pivot team, provides a practical step by step guide on creating a financial dashboard. The book covers in detail how to combine and shape the relevant data, build the dashboard in Excel, providing layout and design tips and tricks, prepare the model to work with fiscal dates, and show values used in many financial reports, including year-to-date, variance-to-target, percentage-of-total, and running totals reports. Accessibly written, this book offers readers a practical, real-world scenario and can be used as a day-to-day reference. Though the guide focuses on Power Pivot for Excel 2010, a chapter that discusses Power View—compatible with Excel 2013— and Power BI is also included.
Read More

How to Design and Create a Financial Dashboard With Powerpivot End to End

Author: Kasper De Jonge

Publisher: Holy Macro! Books

ISBN: 9781615470471

Category: Computers

Page: 195

View: 8728

Power BI Desktop, when combined with Microsoft’s revolutionary Power Pivot is a tool that allows users to create and transform data into reports and dashboards in new and much more powerful ways using the most-used analytical tool in the world: Excel. This book, written by a member of Microsoft’s Power Pivot team, provides a practical step by step guide on creating a financial dashboard. The book covers in detail how to combine and shape the relevant data, build the dashboard in Excel, providing layout and design tips and tricks, prepare the model to work with fiscal dates, and show values used in many financial reports, including year-to-date, variance-to-target, percentage-of-total, and running totals reports. Accessibly written, this book offers readers a practical, real-world scenario and can be used as a day-to-day reference. Though the guide focuses on Power Pivot for Excel 2016, and Power BI Desktop.
Read More

Patterns and Techniques for Excel

Author: Bill Jelen,Rob Collie

Publisher: Tickling Keys, Inc.

ISBN: 1615470212

Category: Computers

Page: 295

View: 8386

PowerPivot is an amazing new add-in for Excel 2013 that allows business intelligence pros to process large amounts data. Although it is simple to use in a demo environment, analysts are likely to run into real-life scenarios that are difficult to solve. This guide, dedicated solely to the PowerPivot tool, provides techniques and solutions to real-world problems, including showing the Top N customers by using slicer filters, comparing budget to actuals, drilling across data instead of through data, and joining data from two different sources in a single analysis.
Read More

Creating Business Intelligence Solutions of Analytical Data Models, Reports, and Dashboards

Author: Brett Powell

Publisher: Packt Publishing Ltd

ISBN: 1788293789

Category: Computers

Page: 802

View: 2052

Get more out of Microsoft Power BI turning your data into actionable insights About This Book From connecting to your data sources to developing and deploying immersive, mobile-ready dashboards and visualizations, this book covers it all Over 90 hands-on, technical recipes, tips, and use cases from across the Power BI platform including the Power BI Service and Mobile Applications Proven development techniques and guidance for implementing custom solutions with DAX and M languages Who This Book Is For This book is for BI professionals who wish to enhance their knowledge of Power BI beyond and to enhance the value of the Power BI solutions they deliver to business users. Those who are looking at quick solutions to common problems while using Power BI will also find this book to be a very useful resource .Some experience with Power BI will be useful. What You Will Learn Cleanse, stage, and integrate your data sources with Power BI Abstract data complexities and provide users with intuitive, self-service BI capabilities Build business logic and analysis into your solutions via the DAX programming language and dynamic, dashboard-ready calculations Take advantage of the analytics and predictive capabilities of Power BI Make your solutions more dynamic and user specific and/or defined including use cases of parameters, functions, and row level security Understand the differences and implications of DirectQuery, Live Connections, and Import-Mode Power BI datasets and how to deploy content to the Power BI Service and schedule refreshes Integrate other Microsoft data tools such as Excel and SQL Server Reporting Services into your Power BI solution In Detail Microsoft Power BI is a business intelligence and analytics platform consisting of applications and services designed to provide coherent, visual and interactive insights of data. This book will provide thorough, technical examples of using all primary Power BI tools and features as well as demonstrate high impact end-to-end solutions that leverage and integrate these technologies and services. Get familiar with Power BI development tools and services, go deep into the data connectivity and transformation, modeling, visualization and analytical capabilities of Power BI, and see Power BI's functional programming languages of DAX and M come alive to deliver powerful solutions to address common, challenging scenarios in business intelligence. This book will excite and empower you to get more out of Power BI via detailed recipes, advanced design and development tips, and guidance on enhancing existing Power BI projects. Style and approach This book consists of practical recipes on Power BI that target novices as well as intermediate Power BI users. It goes deep into the technical issues, covers additional protocols, and many more real-live examples.
Read More

Microsoft Excel 2010

Author: Bill Jelen,Michael Alexander

Publisher: Pearson Education

ISBN: 0789746689

Category: Computers

Page: 384

View: 1702

PivotTables may be Excel's most powerful feature, but Microsoft has estimated that only 15% of Excel users take advantage of them. That's because PivotTables (and their companion feature, PivotCharts) have a reputation for being difficult to learn. Not any more! In this book, Excel legends Bill Jelen ("MrExcel") and Michael Alexander teach PivotTables and PivotCharts step-by-step, using realistic business scenarios that any Excel user can intuitively understand. Jelen and Alexander go far beyond merely explaining PivotTables and PivotCharts: they present practical "recipes" for solving a wide range of business problems. Drawing on more than 30 combined years of Excel experience, they provide tips and tricks you won't find anywhere else, and show exactly how to sidestep common mistakes. Coverage includes: " Creating PivotTables, customizing them, and changing the way you view them " Performing calculations within PivotTables " Using PivotCharts and other visualizations " Analyzing multiple data sources with PivotTables " Sharing PivotTables with others " Working with and analyzing OLAP data " Making the most of Excel 2010's powerful new PowerPivot feature " Using Excel 2010's Slicer to dynamically filter PivotTables " Enhancing PivotTables with macros and VBA code This book is part of the new MrExcel Library series, edited by Bill Jelen, world-renowned Excel expert and host of the enormously popular Excel help site, MrExcel.com. Teaches PivotTables, PivotCharts, and Excel 2010's new PowerPivot feature through real-world scenarios that make intuitive sense to users at all levels Includes proven PivotTable recipes for instant on-the-job results Helps Excel users avoid common pitfalls and mistakes Part of the brand-new MrExcel Library series, edited by Excel legend Bill Jelen
Read More

The Excel User's Guide to DAX, Power Query, Power BI & Power Pivot in Excel 2010-2016

Author: Rob Collie,Avichal Singh

Publisher: Tickling Keys, Inc.

ISBN: 1615473491

Category: Computers

Page: 271

View: 3335

Microsoft PowerPivot is a free add-on to Excel from Microsoft that allows users to produce new kinds of reports and analyses that were simply impossible before, and this book is the first to tackle DAX formulas, the core capability of PowerPivot, from the perspective of the Excel audience. Written by the world's foremost PowerPivot blogger and practitioner, the book's concepts and approach are introduced in a simple, step-by-step manner tailored to the learning style of Excel users everywhere. The techniques presented allow users to produce, in hours or even minutes, results that formerly would have taken entire teams weeks or months to produce. It includes lessons on the difference between calculated columns and measures; how formulas can be reused across reports of completely different shapes; how to merge disjointed sets of data into unified reports; how to make certain columns in a pivot behave as if the pivot were filtered while other columns do not; and how to create time-intelligent calculations in pivot tables such as "Year over Year" and "Moving Averages" whether they use a standard, fiscal, or a complete custom calendar. The "pattern-like" techniques and best practices contained in this book have been developed and refined over two years of onsite training with Excel users around the world, and the key lessons from those seminars costing thousands of dollars per day are now available to within the pages of this easy-to-follow guide. This updated second edition covers new features introduced with Office 2015.
Read More

Author: Timothy Zapawa

Publisher: John Wiley & Sons

ISBN: 0470148012

Category: Computers

Page: 648

View: 3491

Create powerful, innovative reporting solutions with Excel 2007! With this new book, which is significantly updated from the bestselling Excel 2003 version, author Timothy Zapawa provides you with in-depth coverage of Excel 2007’s enhanced reporting capabilities. Discover what you can do with PivotTable and Spreadsheet reports, enhanced conditional formatting and filtering functions, improved data access and management tools, and expanded OLAP features. With notes, tips, warnings, real-world examples, and how-to videos in every chapter, you'll soon be an expert on Excel report development!
Read More

Author: Brian Larson,Mark Davis,Dan English,Paul Purington

Publisher: McGraw Hill Professional

ISBN: 0071780823

Category: Computers

Page: 306

View: 3636

This practical guide reveals how to unlock the power of Microsofts newest BI tool, Crescent, and build rich BI reports with just a few clicks.
Read More

Building Data Models with PowerPivot

Author: Alberto Ferrari,Marco Russo

Publisher: Pearson Education

ISBN: 0735676348

Category: Computers

Page: 487

View: 943

Shows readers how to perform complex data analysis, create reports with the data analysis expressions language, and add hierarchies to data models to enable faster browsing.
Read More

Author: Alberto Ferrari,Marco Russo

Publisher: Microsoft Press

ISBN: 1509302816

Category: Computers

Page: 320

View: 8779

Renowned DAX experts Alberto Ferrari and Marco Russo teach you how to design data models for maximum efficiency and effectiveness. How can you use Excel and Power BI to gain real insights into your information? As you examine your data, how do you write a formula that provides the numbers you need? The answers to both of these questions lie with the data model. This book introduces the basic techniques for shaping data models in Excel and Power BI. It’s meant for readers who are new to data modeling as well as for experienced data modelers looking for tips from the experts. If you want to use Power BI or Excel to analyze data, the many real-world examples in this book will help you look at your reports in a different way–like experienced data modelers do. As you’ll soon see, with the right data model, the correct answer is always a simple one! By reading this book, you will: • Gain an understanding of the basics of data modeling, including tables, relationships, and keys • Familiarize yourself with star schemas, snowflakes, and common modeling techniques • Learn the importance of granularity • Discover how to use multiple fact tables, like sales and purchases, in a complex data model • Manage calendar-related calculations by using date tables • Track historical attributes, like previous addresses of customers or manager assignments • Use snapshots to compute quantity on hand • Work with multiple currencies in the most efficient way • Analyze events that have durations, including overlapping durations • Learn what data model you need to answer your specific business questions About This Book • For Excel and Power BI users who want to exploit the full power of their favorite tools • For BI professionals seeking new ideas for modeling data
Read More

Author: Bill Jelen,Michael Alexander

Publisher: Que Publishing

ISBN: 0133259331

Category: Computers

Page: 432

View: 8345

CRUNCH ANY DATA, FROM ANY SOURCE, QUICKLY AND EASILY, WITH EXCEL 2013 PIVOT TABLES! Use Excel 2013 pivot tables and pivot charts to produce powerful, dynamic reports in minutes instead of hours… understand exactly what’s going on in your business… take control, and stay in control! Even if you’ve never created a pivot table before, this book will help you leverage all their amazing flexibility and analytical power. In just the first seven chapters, you learn how to generate complex pivot reports complete with drill-down capabilities and accompanying charts. Then, you go even further, discovering how to build a comprehensive, dynamic pivot table reporting system for any business task or function. Learning advanced pivot table and pivot chart techniques for Excel 2013 or the newest Office 365 has never been easier. You’ll find simple, step-by-step instructions, real-world case studies, even complete, easy recipes for solving your most common business analysis problems. • Create, customize, and change your pivot tables and pivot charts • Transform gigantic data sets into crystal-clear summary reports • Summarize and analyze data even faster with new Excel 2013 recommended pivot tables • Instantly highlight your most (and least) profitable customers, products, or regions • Quickly filter pivot tables using slicers • Use dynamic dashboards using Power View to see exactly where your business stands right now • Revamp analyses on the fly by simply dragging and dropping fields • Build dynamic self-service reporting systems your entire team can use • Use PowerPivot or the Data Model to create pivot tables from multiple data sources and worksheets • Work with and analyze OLAP data, and much more About MrExcel Library: Every book in the MrExcel Library pinpoints a specific set of crucial Excel tasks and presents focused skills and examples for performing them rapidly and effectively. Selected by Bill Jelen, Microsoft Excel MVP and mastermind behind the leading Excel solutions website MrExcel.com, these books will • Dramatically increase your productivity—saving you 50 hours a year or more • Present proven, creative strategies for solving real-world problems • Show you how to get great results, no matter how much data you have • Help you avoid critical mistakes that even experienced users make CATEGORY: Spreadsheets COVERS: Microsoft Office Excel 2013
Read More

The Excel Pro's Guide to Mastering DAX

Author: Rob Collie

Publisher: Tickling Keys, Inc.

ISBN: 1615470158

Category: Computers

Page: 246

View: 9763

Offers information on the patterns and techniques of the formula language DAX.
Read More

Author: Jordan Goldmeier,Purnachandra Duggirala

Publisher: Apress

ISBN: 1430249455

Category: Computers

Page: 542

View: 969

This book takes a hands-on approach to developing dashboards, from instructing users on advanced Excel techniques to addressing dashboard pitfalls common in the real world. Dashboards for Excel is your key to creating informative, actionable, and interactive dashboards and decision support systems. Throughout the book, the reader is challenged to think about Excel and data analytics differently—that is, to think outside the cell. This book shows you how to create dashboards in Excel quickly and effectively. In this book, you learn how to: Apply data visualization principles for more effective dashboards Employ dynamic charts and tables to create dashboards that are constantly up-to-date and providing fresh information Use understated yet powerful formulas for Excel development Apply advanced Excel techniques mixing formulas and Visual Basic for Applications (VBA) to create interactive dashboards Create dynamic systems for decision support in your organization Avoid common problems in Excel development and dashboard creation Get started with the Excel data model, PowerPivot, and Power Query
Read More

Power BI Is Better When You Learn to Write DAX

Author: Matt Allington

Publisher: Tickling Keys, Inc.

ISBN: 1615473602

Category: Computers

Page: 180

View: 9502

Power BI is a powerful self-service (and enterprise) business intelligence (BI) tool that was first made generally available by Microsoft in July 2015. Power BI is a complete BI package that covers the end to end BI process including data acquisition (get data), data modelling (prepare/model the data) and data visualisation (analyse the data). And there is a lot of good news about this tool including the fact that the skills needed to succeed with Power BI are fully transferable to Microsoft Excel. There are 3 learning areas required to master everything Power BI Desktop has to offer.1. The M Language - used for data acquisition2. The DAX Language - used to prepare and model data3. Visualisation and analysis - used to present data in a compelling wayPower BI is probably the first commercial grade software product that brings all of these areas into a single software package that is completely accessible to a business user (you don't need to be an IT pro). This book focuses on number 2 above, the DAX language (Data Analysis Expressions). Super Charge Power BI Desktop is the second book written by Matt Allington and is a sister book to his first book Learn to Write DAX (first released Dec 2015). Super Charge Power BI Desktop uses the same learning and practice exercise framework as used in Learn to Write DAX however the entire book is written using the Power BI Desktop user interface. Unfortunately simply reading a book is normally not enough for Excel users wanting to get the most out of Power BI Desktop and to learn the DAX language - most people will also need some practice. Super Charge Power BI Desktop is different to other books - it is written in such a way to clearly explain the concepts of Power BI data modelling while at the same time giving hands-on practice to deeply engage the reader to help the new knowledge and concepts stick. The book first presents the theory, then provides worked through sample exercises demonstrating each of the concepts, and finally it provides the reader with practice exercises and answers to maximize learning retention.
Read More

Author: Adam Aspin

Publisher: Apress

ISBN: 1484232100

Category: Computers

Page: 761

View: 5685

Deliver eye-catching Business Intelligence with Microsoft Power BI Desktop. This new edition has been updated to cover all the latest features, including combo charts, Cartesian charts, trend lines, use of gauges, and more. Also covered are Top-N features, the ability to bin data into groupings and chart the groupings, and new techniques for detecting and handling outlier data points. You can take data from virtually any source and use it to produce stunning dashboards and compelling reports that will seize your audience’s attention. Slice and dice the data with remarkable ease and then add metrics and KPIs to project the insights that create your competitive advantage. Make raw data into clear, accurate, and interactive information with Microsoft’s free self-service business intelligence tool. Pro Power BI Desktop shows you how to choose from a wide range of built-in and third-party visualization types so that your message is always enhanced. You’ll be able to deliver those results on the PC, tablets, and smartphones, as well as share results via the cloud. This book helps you save time by preparing the underlying data correctly without needing an IT department to prepare it for you. What You'll Learn Deliver attention-grabbing information, turning data into insight Mash up data from multiple sources into a cleansed and coherent data model Create dashboards that help in monitoring key performance indicators of your business Build interdependent charts, maps, and tables to deliver visually stunning information Share business intelligence in the cloud without involving IT Deliver visually stunning and interactive charts, maps, and tables Find new insights as you chop and tweak your data as never before Adapt delivery to mobile devices such as phones and tablets Who This Book Is For Everyone from CEOs and Business Intelligence developers to power users and IT managers
Read More

Author: Michael Alexander

Publisher: John Wiley & Sons

ISBN: 1119076773

Category: Computers

Page: 384

View: 2136

Make the most of your data using the power of Excel When you think of data, do you think of endless rows and columns in spreadsheets? Excel Dashboards and Reports For Dummies, 3rd Edition shows you how to make the most of your data—and puts an end to mind-numbing spreadsheets by exploring new ways to conceptualize and present key information. There's often a gap between handling data and synthesizing it into meaningful reports, and this approachable text bridges this gap with quick and accessible information that answers key questions, like how to meaningfully capture data trends, how to show relationships in data, and when it's better to show variances than actual data values. As a leading spreadsheet application, Microsoft Excel is the go-to data software. This tool allows you to use dashboard reports that leverage gauges, maps, charts, sliders, and other visual elements to present complex data in a manner that's easy to understand. Using Excel dashboards effectively can improve your professional capabilities by leaps and bounds. Analyze and report on large amounts of data in a meaningful way Look at data from different perspectives, and better visualize the information you're presenting by quickly slicing data on the fly Automate redundant reporting and analysis functions, making your data analysis and reporting routine more efficient Create visualizations, dashboards, and what-if analyses that are as visually appealing as they are substantial Excel Dashboards and Reports For Dummies, 3rd Edition is a fantastic resource if you're looking to spice up your reporting!
Read More

Author: Bill Jelen

Publisher: Que Publishing

ISBN: 0134386884

Category: Computers

Page: 656

View: 7800

Excel 2016 In Depth Full Color: Figures and code appear as they do in Excel 2016 Beyond the Basics…Beneath the Surface...In Depth Do more in less time! Experienced with Excel? Don’t let Excel 2016 make you feel like a beginner again! This new full-color edition of the bestselling book has been completely overhauled. Gone is unnecessary and rarely used content; emphasis is on the most-used and new aspects of Excel 2016. The result is a focused book where every topic is relevant and worth learning. Excel 2016 In Depth is the fastest, smartest way to master Excel 2016’s full power and updated interface. You’ll discover how to leverage Excel’s new tools for charting, business analysis, data visualization, forecasting, and more. • Quickly clean your data with Excel 2016’s powerful Get & Transform tools • Discover Excel 2016’s newest charts: waterfall, histogram, Pareto, sunburst, TreeMap, and Box and Whisker • Use Forecast Sheets to forecast the future, including seasonal adjustments • Pivot data on maps with 3D Maps, and animate your maps over time • Create formulas, charts, subtotals, and pivot tables faster than ever • Create amazing PowerPivot data mashups that integrate information from anywhere • Automate repetitive functions using Excel macros • Solve real-world business intelligence analysis problems • Use PowerPivot Data Model to create pivot tables from multiple data sets without VLOOKUP • Share workbooks on the Web and social networks • Leverage Excel to create highly interactive web pages and online surveys • Quickly apply attractive, consistent formats This book is part of Que’s Content Update Program. As Microsoft updates features of Excel, sections of this book will be updated or new sections will be added to match the updates to the software. See inside for details.
Read More

Author: Robert Bosco

Publisher: Packt Publishing Ltd

ISBN: 1849698694

Category: Computers

Page: 150

View: 8579

A step-by-step tutorial with focused examples that builds progressively from basic to advanced topics and helps you create business intelligence reports and dashboards quickly and efficiently using the PowerPivot add-in.This book is ideal for data analysts, reporting and MIS professionals, business analysts, managers, dashboard makers, business intelligence professionals, self-service business intelligence personnel, and students. It is assumed that you have basic data analysis skills and intermediate level Excel skills. Familiarity with Pivot Tables as well as basic knowledge of VBA scripting and SharePoint will be useful but not necessary.
Read More

Author: Christopher Webb,Crossjoin Consulting Limited

Publisher: Apress

ISBN: 1430266929

Category: Computers

Page: 272

View: 2041

Power Query for Power BI and Excel is a book for people who are tired of copying and pasting data into Excel worksheets. Power Query, part of the Microsoft Power BI suite, is a tool that automates the process of getting data into Excel and will save you hours of dull, repetitive, and error-prone work! Power Query makes it easy to extract data from many different data sources, filter that data, aggregate it, clean it and perform calculations on it, finally loading that data into either your worksheet or directly into the new Excel 2013 Data Model used by Power Pivot. This concise, practical book provides a complete guide to Power Query and how to use it to solve all of your Excel data-loading problems. Power Query for Power BI and Excel goes well beyond the surface of what Power Query can do. The book goes deep into the underlying M language, showing you how to do amazing things that aren’t going to be possible from just the GUI interface that is covered in most other books. You’ll have full command of the GUI, and you’ll be able to drop into the M language to go beyond what the GUI provides. The depth in this book makes it a must-have item for anyone who is pushing Power BI and Excel to their limits in the pursuit of business intelligence from data analysis. Teaches the basics of using Power Query to load data into Excel Helps you solve common, data-related problems with Power Query Shows how to write your own solutions in the powerful M language
Read More