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Data Analysis Nirvana: Excel 2013 Business Intelligence Features

Data Analysis Nirvana: Excel 2013 Business Intelligence Features. Tom Jones – President, Iridium Technology LLC. Introduction – Iridium Technology. “Business Intelligence for Law Firms. Period.” Founded in 2009 8 -member team 100% focused on legal BI

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Data Analysis Nirvana: Excel 2013 Business Intelligence Features

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  1. Data Analysis Nirvana: Excel 2013 Business Intelligence Features Tom Jones – President, Iridium Technology LLC

  2. Introduction – Iridium Technology • “Business Intelligence for Law Firms. Period.” • Founded in 2009 • 8-member team 100% focused on legal BI • BI solutions for ADERANT and ELITE clients • Tuning of existing BI solutions • Custom dashboards/reports • 45 clients in all regions • Client firm size 85 – 2300 timekeepers

  3. Iridium BI: Module Overview 5 • Iridium BI consists of cubes and associated dashboards • Expense data can be loaded from multiple sources Planning

  4. Agenda Recap – Part 1 • Part 1 (December 2013) • Mini-Demos: slicers, timelines, tables, Quick Explore, etc. • Ad-hoc querying of cubes • Publishing your results through dashboards • “Grab Bag” topics • Calculated member and dimensions • Pivot table tips and tricks

  5. Agenda – Part 2 • (More!) Ad-hoc querying • (More!) Tips and Tricks • Internal Data Model • PowerPivot (including MDX Designer) • Dashboarding with Power View • Other BI Dashboard Options • (More!) “Grab Bag” topics • Disclaimer: not all examples are legal-specific

  6. References • Google “Excel 2013 BI features”

  7. Become Microsoft Office Certified

  8. (More!) Ad-hoc Queries(More!) Tips and Tricks

  9. Working with Cubes – Part 2 • Quick recap • Excel is your primary tool • Having fun with charts • Working with data outside the cube • Period calculations • Member properties • Taking it to go • Working with the GL Cube Demo: Ad-hoc Querying

  10. “Grab Bag” BI Topics (1) • Latency • Cube Customization (zero compromises) • Power users love the cubes plus Excel • You can do this! • BI 101 Series • Query of the Day (“QOTD”) program

  11. Internal Data Model

  12. Internal Data Model • Internal Data Model is a new in-memory Analytics Engine in Excel 2013. • Each Excel Workbook has one • Combine disparate data sources and analyze them

  13. Connecting a PivotTable to the Data Model • The Data Model is a fully-functioning Analytics Cube that can be queried using a PivotTable Demo: Internal Data Model

  14. PowerPivot

  15. PowerPivot • New in Excel 2013 – requires Excel 2013 Professional Plus • This is the ‘Data Model’ – same engine, more user-friendly • Can handle data sets of up to 100 million rows (given a 64-bit operating system and enough memory) • Visualizations of Relationships between data sets

  16. Relationships in Diagram View • Visualize Relationships – especially useful when many disparate data sets are brought together • Drag-and-drop to create ties Demo: PowerPivot

  17. Cool Features in PowerPivot • Standalone Charts – for those that like visualizations better than rows of numbers • MDX Query Designer – for those experienced with MDX

  18. Standalone PivotChart • Great for abstracting the data at a glance

  19. MDX Query Designer • For Expert users – a miniature SQL Server Management Studio

  20. Dashboarding with Power View

  21. Dashboarding with Power View • Extremely interactive Dashboard within Excel • Uses the Silverlight framework – can be deployed to a server

  22. Interactive Dashboard in Excel Demo: Power View

  23. Limitations of Excel Power View • Power View in Excel cannot connect to multi-dimensional models (cubes) • Microsoft does not have any updates on the roadmap or timeframe with enabling connections to multidimensional model

  24. Other BI Dashboard Options • Iridium offers a complete set of SSRS-based dashboards as part of Iridium BI Demo: Iridium BI Dashboards

  25. “Grab Bag” BI Topics (2) • Dashboard customization • All cubes are not equal • 30-day trials • How to check references (not only for BI projects)

  26. Questions? • Slide deck is available through ILTA • tom.jones@iridium-technology.com • www.iridium-technology.com • LinkedIn • Thank you! Call Iridium any time – Free Consultations

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