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5/21/2013
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Analyze Dynamics GP Data Using Microsoft PowerPivot for Excel
Charles AllenManaging ConsultantBKD [email protected]
May 23, 2013
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
o 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
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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&A5
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 Reportingo Analysiso Integrationo Data Warehousingo Data Miningo Master Data Serviceso 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, PowerPivotfunctions 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 too Come to your officeo Review existing BI capabilities & needso Document gaps/draft BI assessmento 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 2013o Business Intelligence for Microsoft Dynamics GP o Report Design in Management Reporter 2.0 o FRx 6.7 Report Design Essentials 1, FRx 6.7 Report Design
Essentials 2 o Report Writer
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BKD Technologies Support Center
Microsoft Dynamics GP877.253.7778 toll [email protected]
Monday - Friday 8 a.m. - 5 p.m. Central time
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Stay Connected
Follow us on
Join us on
dynamicsGPinsights.com
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]
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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.
