SQL Saturday presentation on Building a dashboard using Microsoft Power Pivot and Power BI

1. Build a Dashboard in an Hour
Using Microsoft PowerPivot &
Power BI
Vazi Okhandiar

2. Vazi Okhandiar, MCT, PMP, MSCS
Consultant & Trainer
25+ years - Software development
15+ years – IT Training
Worked for General Motors, Toyota, EDS/HP, Computer Science Corp
as Application Developer, Database designer, project manager, Web
Analytics
Specialize in Application Migration
Education:
Microsoft Certified Training
PMP, Project Management Institute
Masters in Computer Science, IIT, Chicago
MBA, University of California, Irvine(UCI)
BS Electrical Engineering, UCI

3. Agenda
• Import Raw Data
• Build Dashboard using Power Pivot
• Build dashboard using Power BI
• Q & A

4. A Dashboard

5. A dashboard
A dashboard is a visualization tool that
is similar to a panel for a driver of a
vehicle that has data organized and
presented in such a way that is easy to
read and understand.

6. Executive Dashboard
• An Executive Dashboard is a visual
representation that gives executives a quick
and easy way to view their company’s
performance in real-time.
• The Executive Dashboard pulls the
information from various data sources into
one place for data analysis.

7. Benefit of Digital Dashboards
• Visual presentation of performance measures
• Ability to identify efficiencies/inefficiencies
• Ability to identify and correct negative trends
• Ability to identify new trends.
• Ability to make more informed decision
• Align strategies and organizational goals
• Increase overall revenue

8. PowerPivot is a Free add-on for Microsoft Excel that
enables a user to:
• Import millions of row of data sources into a single Excel
workbook
• Create relationships between heterogeneous data
• Create calculated columns and measures using formulas
• Supports Visualize Tool – PivotTable, PivotChart, Slicers,
Sparkline
PowerPivot
8

9. PowerPivot Minimum Requirement
• Excel 2010 Professional (32 bit or 64 bit) or higher
• Windows 7 (32-bit) or higher
9

10. Launching Power Pivot
Launch PowerPivot tab on the Excel ribbon
Activate PowerPivot (File > Option > COM
Add-in> Microsoft Office PowerPivot for Excel)
10

11. Building Dashboard Using PowerPivot
• Start Excel
• Launch PowerPivot
• Load Data
• Prepare Data
• Build dashboard with
PivotChart, PivotTable
and Slicer Database
File
PowerPivot
PivotTable
11
PivotChart
Dashboard

12. Sample Data
Superstore - Order Table
• Order ID
• Order Date
• Order Priority
• Order Quantity
• Sale
• Discount
• Profit
• Shipping Method
• Shipping cost
• Ship Date
• Customer Name
• State
• Region
• Business Size
• Product Category
• Product Sub Category
• Product Name
• Product Container
• Product Base Margin
• Unit Price

13. Question?
Who are the top 5 customers?
What are the top 5 products?
Which states are these top 5 product sold at?
What were the sales during the month of
March in the year 2010 and 2011?

16. Introduction to Power BI
• First released to the general public on July 24, 2015
• It is a cloud-based business analytics service that
enables anyone to visualize and analyze critical
business data with greater speed, efficiency, and
understanding.
• You can download desktop version of PowerBI for
free.

17. https://info.microsoft.com/ww-landing-gartner-mq-bi-analytics-2019.html
Magic Quadrant for Business Intelligence and Analytics Platforms

18. Power BI Desktop

19. Power BI is based on …
• Power Query - connects to external data, transforms
data, and creates a data model
• Power Pivot - used to perform powerful data analysis in
Excel, bringing self-service business intelligence to the
desktop
• Power View – used to create pretty, interactive data
presentations

20. Power BI Desktop
Free Download Microsoft BI Desktop version from
https://powerbi.microsoft.com/en-us/get-started/

21. Steps for Using Power BI
Launch
Microsoft
BI Desktop
Import
data
Create
Report
Publish to
Power BI
Create
Dashboard
Share the
Dashboard
View on
Mobile
devices

23. Demo
(Power BI)

24. New Power BI Visualizations
(https://store.office.com/en-us/appshome.aspx?productgroup=PowerBI)

25. Publish the report

28. Pin the report object to the dashboard

29. Phone View

30. Stay connected from any device

31. Power BI
https://powerbi.microsoft.com/en-us/pricing/

32. PowerBI: Cloud collaboration and sharing

33. Summary
Topic covered:
• Importing data from different sources
• Developing a Dashboard with Power Pivot
• Developing a Dashboard with Power BI

34. Support Our Sponsors

35. Local User Groups
Orange County Data Professionals
2nd Thursday of each month
6:30—8:30 PM
Irvine
BigPASS.pass.org
Malibu SQL
3rd Wednesday of each month
6:30—9:00 PM
sqlMalibu.pass.org
Los Angeles SQL
3rd Thursday of each odd month
7:00—8:30 PM
USC Campus
Sql.la
San Diego User Groups
1st & 3rd Thursday
6:00—8:30 PM
www.meetup.com/sdsqlug
Los Angeles—Korean
Every other Tuesday
8:00—9:00 PM
El Segundo
sqlAngeles.pass.org
Orange County Power BI
3rd Thursday of the month
7:00—8:30 PM
Irvine
Meetup.com

36. Vazi Okhandiar
www.nrclc.com
714-505-3475
Facebook.com/nrclc
Twitter.com/nrclc

37. Thank You