Presentation - BKD

5/21/2013

Analyze Dynamics GP Data Using Microsoft PowerPivot for Excel May 23, 2013

Charles Allen Managing Consultant BKD Technologies [email protected]

To Receive CPE Credit • Participate in entire webinar • Answer polls when they are provided • If viewing this webinar in a group o Complete group attendance form with • Title & date of live webinar • Your company name • Your printed name, signature & email address

All group attendance sheets must be submitted to [email protected] within 24 hours of live webinar • If all eligibility requirements are met, each participant will be emailed their CPE certificates within 15 business days of live webinar o

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Introduction Charles Allen • Managing consultant • More than 24 years of experience • Microsoft MVP & MCP

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Learning Objectives Upon completion of this webinar, participants will be able to • Recognize purpose & benefits of Microsoft PowerPivot • Describe how to access data • Identify how to create pivot tables & reports

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Agenda         

Introduction What Is PowerPivot? Components PowerPivot vs. Other Analysis Tools Demo – Importing Data Demo – Setting Up Relationships Demo – Creating a Pivot Table Demo – Creating a Dashboard Q&A

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What Is PowerPivot? • • • •

Part of Microsoft Business Intelligence toolset Excel add-in Tool for analyzing data using pivot tables & charts Based on xVelocity functionality

So what is it really? It’s a tool for people who want to use Excel as a tool for analyzing data. Lots and lots of data. 6

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Components of PowerPivot • • • •

Excel 2010 or 2013 PowerPivot add-in Data SharePoint

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Data Sources for PowerPivot • • • • • •

Excel spreadsheets Access databases SQL Server databases SQL Server Reporting Services reports PowerPivot Other

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Business Intelligence • Used for making sense out of your data & helping you make decisions

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Microsoft BI Tools • • • •

PowerPivot PowerView Office 2013 PerformancePoint

• SharePoint • SQL Server o o o o o o o

Reporting Analysis Integration Data Warehousing Data Mining Master Data Services Data Quality Services

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Do We Need Another Tool? Feature

PowerPivot

SmartList Bldr

Analysis Cubes

SSRS – Report Builder

Excel Reports

Excel-based

Yes

No – but can export to it

The default is to use Excel as a front-end

No – but can export to it

Yes

Fast or slow

Fast

Slow

Fast

Fast

Fast

Can handle very large amounts of data

Yes

No

Yes

Yes

No

Technical knowledge needed

Excel, PowerPivot functions to create

GP tables, some TSQL

How to select items for pivot tables, Excel

GP tables, some TSQL, Report Builder

Excel, Tables in Excel

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What Does PowerPivot Bring? • Use Excel, that age-old favorite, without having to export data to it • Work with millions & billions of rows of data • Work with data without needing to use ETL • Integration with SharePoint

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Demo – Importing Data

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Demo – Setting Up Relationships

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Demo – Creating a Pivot Table

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Demo – Creating a Dashboard

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Business Intelligence (BI) Assessment • In an effort to help our clients achieve better reporting capabilities, BKD Technologies is offering a full-day BI strategy assessment to your organization • We plan to o o o o

Come to your office Review existing BI capabilities & needs Document gaps/draft BI assessment Recommend potential options for filling gaps

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Introducing Training Options from BKD • BKD wants to help support your GP solution by offering training opportunities for your organization • Training alternatives will include classroom training in Kansas City area as well as web-based training • Look for these courses coming in 2013 o o o

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Business Intelligence for Microsoft Dynamics GP Report Design in Management Reporter 2.0 FRx 6.7 Report Design Essentials 1, FRx 6.7 Report Design Essentials 2 Report Writer

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BKD Technologies Support Center  Microsoft Dynamics GP 877.253.7778 toll free [email protected]  Monday - Friday 8 a.m. - 5 p.m. Central time

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Stay Connected

dynamicsGPinsights.com

Follow us on Twitter

Join us on LinkedIn

At Dynamics GP Insights you can read articles, watch webinars & join the conversation!

View videos at YouTube

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CPE Credit • This presentation may be eligible for CPE credit upon verification of participant attendance; however, credits may vary depending on state guidelines • For questions, concerns or comments regarding CPE credit, email BKD Learning & Development Department at [email protected]

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Charles Allen | Managing Consultant | 713.499.4629 | [email protected]

Continuing Professional Education (CPE) Credits BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

The information in BKD webinars is presented by BKD professionals, but applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor before acting on any matters covered in these webinars. 24

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