2017springitpf-excel in extreme ways

ExcelInExtremeWaysIntegratingExcelintoyourdevelopmentcycle

Introduction

• AndresFradkin• DataAnalyst• F&SIT

WhatisExtremeExceltoyou?

WhyshouldweuseExcel

• Everyonehasit,andmanypeoplealreadyfeelcomfortablewithit• Licensingisalreadyinplace

• NewtoolsinExcelmakeitextremelyuseful• Oneversionofthetruth

Onebigreason

• YourSubjectMatterExperts(SMEs)haveusedittooneextentoranother• Typicallytwolevelsofexperience• CasualUsers• Knowbasiccontrols

• PowerUsers• Tinkerwitheverythingbutmaynothavearealunderstandingofthepowerattheirfingertips

ExcelturnedExtreme

• In2010MSdevelopedPowerPivotforExcelwhichbroughtpowerfulCubestructurestoanewin-memoryTabularDataModel• Thesepowertoolshaveexisteddormantineveryversionofexcel,waitingforyoutodiscoverthem• TheseDataModelswerealsoimplementedattheserverlevel

NowavailableinPowerPivot

•Managesyourrelationships• Nomoreneedforvlookups

• Createportableandreproduciblecalculatedcolumns,measures,KPI’s,andHierarchies• RefreshingDatafrommultipledatasourcesandmergingthemtogether

NewlanguagesforExcel

• DAX(DataAnalysisExpressions)createdforPowerPivot• similartoexcelformulalanguage

Newlanguagescontinued…

• Awholenewadd-inwascreatedforETL(ExtractTransform&Loading)data calledPowerQuery• “M”languagecreatedtomanageit

Excelasdevelopment

•WhenaTabularDataModeliscreatedinExcelPowerPivot,itisidenticaltoaDataModeldevelopedontheserver• NowitcanbeimportedwholesaleorberecreatedintheserverenvironmentstartingwithSQLServer2014• Allauthorizeduserswillbeabletoaccessthesamedataandviews

TheServerDataModel

• DataintheDataModelontheserverisautomaticallyrefreshable• TheserverDataModelcanbeaccessedfrommanyotherprograms• Excel• Tableau• PowerBI• DataZen

AnalysisandDataseparate

• YourwholedatasetnolongerneedstoliveinyourExcelWorkbooknorshouldit• Allofyourmeasures,KPIs,Hierarchies,andcalculatedcolumnscanbemanagedinsidetheserverdatamodel• ThinExcelworkbookscanconnectyourModelandgiveyouanewwaytoexploredata

ExcelandTableauDemo

NextSteps

• SQLServer2016• ManytoManyrelationshipsbuiltin• SimplerScriptinginSSMS(nomoreXMLA)• IntegratedRstoredprocedures

• SQLserver2017(versionNext)• PowerQuery built-in• PowerBIincludedwithSSRSonpremises

GettingStarted

• EnablePowerPivot(Downloadfor2010)• EnablePowerQuery (Downloadfor2013+2010)• DownloadODACcomponentsforOracle• DownloadDAXstudio(optionalbutveryuseful)• CheckoutDAXformatterandDAXPatternswebsites

Questions?

References

• http://www.daxpatterns.com/• http://www.daxformatter.com/• https://powerpivotpro.com/?nabm=0• http://www.sqlbi.com/• http://excelhero.com/blog/• https://sites.google.com/site/e90e50charts/

• ThankYou!• Enjoytherestoftheconference!