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Dashboarding and Reporting with Power Pivot and Excel: How to Design and Create a Financial Dashboard with PowerPivot – End to End [Format Kindle]

Kasper de Jonge

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Présentation de l'éditeur

Microsoft’s revolutionary Power Pivot is a tool that allows users to create and transform data into reports and dashboards in new and much more powerful ways using the most-used analytical tool in the world: Excel. Written by a member of Microsoft’s Power Pivot team and one of the leading Power Pivot bloggers, this guide to the business analysis resource follows Jim, a fictional business analyst, as he attempts to create a dashboard report for his CFO that will allow him to see business performance and drill down into the reports for additional details. Readers will learn what a dashboard is, how to design one, and how to create Power View sheets that allow for additional levels of reporting and highly interactive data visualizations. The book covers in detail how to combine and shape the relevant data, build the dashboard in Excel—providing layout and design tips and tricks—prepare the model to work with fiscal dates, and show values used in many financial reports, including year-to-date, variance-to-target, percentage-of-total, and running totals reports. Accessibly written, this book offers readers a practical, real-world scenario and can be used as a day-to-day reference. Though the guide focuses on Power Pivot for Excel 2010, a chapter that discusses Power View—compatible with Excel 2013—is also included.

Détails sur le produit

  • Format : Format Kindle
  • Taille du fichier : 19454 KB
  • Nombre de pages de l'édition imprimée : 193 pages
  • Pagination - ISBN de l'édition imprimée de référence : 1615470271
  • Editeur : Holy Macro! Books (15 juillet 2014)
  • Vendu par : Amazon Media EU S.à r.l.
  • Langue : Anglais
  • Synthèse vocale : Activée
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  • Composition améliorée: Non activé
  • Classement des meilleures ventes d'Amazon: n°69.471 dans la Boutique Kindle (Voir le Top 100 dans la Boutique Kindle)
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Amazon.com: 3.8 étoiles sur 5  17 commentaires
23 internautes sur 27 ont trouvé ce commentaire utile 
4.0 étoiles sur 5 Quick read for a technical book, Narrative format reads like a story 26 juin 2014
Par Amazon Customer - Publié sur Amazon.com
Format:Broché|Achat vérifié
I already own Bill Jelen's book, PowerPivot Alchemy: Patterns and Techniques for Excel, as well as Rob Collie's book, DAX Formulas for PowerPivot: A Simple Guide to the Excel Revolution, so I preordered this one on May 1st.

Apparently I forgot that I preordered it on May 1st because I received two copies of this book earlier this week and the second invoice says I placed another order on May 4th for the same book. Cool! Alzheimers kicking in before age 30, this is going to be fun! Oh well, double the nerdyness - my wife is so proud.

Reading through the introductory portions of the book, you get a sense that Kasper is drinking the Power Pivot kool-aid. I'm not doggin' on Kasper at all. It's that the capabilities of Excel are so boundless and exhaustive that most of Excel's user base wouldn't have a clue that excel can do this kind of reporting. I imagine that the average excel user wouldn't realize that the columns and rows they use to make their company picnic assignment list is the same tool that can provide C-Level execs with the actionable insights that keep the entire company solvent. (Yes Karen, I put you down as bringing paper plates and napkins, you frugal nut!)

It's actually pretty cool to be reminded of the opportunities that exist out there for us rare breed of Excel Power Users. Even for those who are not yet-excel power users I would say that this book bridges the gap between (1) the HOW-to info that you expect from a technical book about building reports off of large data sets and (2) the "WHY-to" info that you REALLY REALLY NEED because the nerdyness doesn't matter if the resulting work doesn't convey useful information.

(1) Yes - the book shows you the DAX formulas that soon become your best friends in your quest to manage/manipulate and massage your raw data into USEFUL relational tables.

(1) Yes - the book has longevity in mind, meaning that Kasper teaches you to setup these reports and dashboards in a way that refreshing your data feeds/imports/cubes/etc. in the future won't be fraught with tedious data cleanup. He does this so you can achieve that magical level of automation you've been bragging about to your coworkers--they're tired of hearing you yap on about efficiency/effectiveness gains and can't decide whether they would prefer your spiel about how 'cool' your Pivot Tables are with their calculated fields and junk... so just setup the report correctly the first time and enjoy the rest of the day off would ya?

(2) No - your pretty reports aren't just pretty, they have to be useful. Built into this book's core is the understanding that the end-users of the dashboards and reports aren't going to be very technically minded. Kasper will educate you as to the ways you can allow the decision makers who use your reports and dashboards to customize what they see in front of them so they can leave you alone and stop asking you to show them 40 angles of the data. You can create your dashboards with those whiny managers in mind, all in the interest of making your reports and dashboards easier to use, more relevant to those decision makers and more reason not to fire you even though you secretly want out anyway.

So then, if it's true that your job is to create dashboards and reports from large data sets and you want to do it in a way that makes you an automation hero, buy this book. As far as comparisons go... and well, as an ADHD guy, I liked Bill Jelen's book, PowerPivot Alchemy, more because the possibility of applying the bag of tricks I've picked up from that book was just more stimulating. (not a small theme in my life)

Why buy this book? Pick up on best practices for report building and formulating DAX expressions that stand the test of time (refreshed data). This is also a better choice for noobs than Rob Collie's 'DAX formulas for PowerPivot' because of this book's narrative style and also because of it having less technical explanations (you know... the kind that requires you to read slowly over the same paragraph multiple times with intentional focus before you realize you're starting to fall asleep? no? just me?)

Why not buy this book? you bought an iPhone. -or- You like the mindless work of building the same reports and set of financials week after week. after all, it's "job security" right?

...."Hello poverty", ought to be your family motto. Pick up this book, open your mind to the possibilities and go create some value.
9 internautes sur 10 ont trouvé ce commentaire utile 
5.0 étoiles sur 5 "Power Pivot Alchemy" & "Dashboarding and Reporting with Power Pivot and Excel" - good companion books 1 juillet 2014
Par Paul Turley - Publié sur Amazon.com
(review from my blog: SqlServerBiBlog.com)
There are two relatively new books on the market from Holy Macro! Books. The first thing that I'll point out is that this small publishing company is actually owned by one of the authors, which should tell you something about the ambition and caliber of the guys who are writing them. I have several Power Pivot, DAX and dashboard design books on my shelves. I'm very impressed with both of these books and they've made a valuable addition to my library. Rather than a cursory introduction or restatement of product documentation, they both address real business problems and are based on a body of customer problems and field experience. Now, I have to admit that I'm a little biased. I know Rob Collie and Kasper de Jonge quite well from conferences and community involvement. I've also met Bill a few times and know of his reputation in the industry as a tried and true Excel guru. Rob started his career at Microsoft on the Excel product team and the group that developed the Power Pivot technology. He's now a consultant and trainer, a Microsoft MVP and an active member of the online community. Kasper's background is the polar opposite of Rob's; he started in the industry, doing consulting and project work and now works for Microsoft on the SQL Server Analysis team responsible for the ongoing development of this technology. I didn't realize this until reading their bios on the Rob's PowerPivotPro site but Kasper actually filled the position at Microsoft vacated by Rob and from my perspective, that was a good transition and a continued partnership of experts who continue to give back to the community. Kasper is also well-known in the industry for his online present, conference presentations and ongoing support of the MVP and professional community. As far as I'm concerned, these two books could be bound together into a single volume that would be a comprehensive guide to Power Pivot design, problem solving and best practices.

In the past two years, I've spent a great deal of my consulting time developing SSAS Tabular models for clients. I've also done a bit of work in Power Pivot but not nearly as much as the IT-centered version of the xVelocity in-memory aggregation engine from Microsoft. So, why am I reviewing books about Power Pivot and not SSAS Tabular? That's simple: SSAS Tabular is the IT Pro extension of the Power Pivot foundation. Last year, I reviewed Rob Collie's book "DAX Formulas for PowerPivot: A Simple Guide to the Excel Revolution" and it just blew me away. As a learning tool, I found the book to be golden for getting my head around all the basics of DAX even though the focus was on applying it to Power Pivot in Excel rather that Analysis Services. This book is in the same relaxed, conversational voice that he is known for.

I have to admit that at first DAX was a big brick wall for me. I've taught myself a lot of different languages and tools in my career just by being stubborn and persistent. When I started using DAX I got the basics but more challenging problems were just insurmountable. I hounded the known experts; Marco, Alberto, Chris, Darren, Rob and others who were gracious and patient but it took time for that light to turn on and to finally "get it", or at least to get most of the important concepts. If you're like me, you'll work on a problem obsessively, lose sleep, try to approach it from different angles and keep hacking at it until the answer comes. Something I've learned the hard way about DAX is that it's just not something you figure out on your own unless you've seen the solution demonstrated or solved similar problems before.

Three weeks ago, I started reading "Power Pivot Alchemy" which is also a book centered on using the Power Pivot Excel add-in. This time, Rob teamed with Bill Jelen (aka "MrExcel") who is very well-known in the Excel community for his teaching tools and books on just about every facet of Excel. Rob and Bill are a good team which comes through the pages as two very experienced experts giving very qualified advice about solving pertinent problems rather than a typical "how to" or reference book. The book is written in the same casual voice with a lot of personality and humor leading the narrative. This is an excellent book for the moderate to advanced skilled Excel Analyst who needs to create advanced formulas and pivot tables with strong emphasis on best practices and targeted solutions.

I recently picked up Kasper's book on dashboarding and reporting, and I'm finding it to provide very targeted guidance about the best ways to design models, write formulas and reporting and create dashboarding solutions with all of the new integrated features in Excel and Power BI. I think that Microsoft has generally done a good job of talking to their users and building products that solve real problems but there is a bit of Kool Aid drinking that goes on in Redmond. This is especially true among the vast majority of Microsoft employees who spend all of their time on campus writing code and imagining how customers might use their products. In this book, the author demonstrates a perspective based on his community involvement and direct support of Microsoft and partner customers. I know this because Kasper and I have actually worked together to solve some specific customer problems and his assistance as an advocate from the product team has been invaluable.

Someone recently mentioned that I've only given positive book reviews on my blog. I suppose I'm not much of a critic and frankly I just don't have time to review bad books - and I've read - or started to read - several. Occasionally someone I know or work with in the community will ask me to review a book and if I'm not impressed, I'll respectfully decline. The only thing even remotely critical I can say about the format of these books is that some of the graphics seem a bit oversized. It makes me feel like I'm reading the large print edition of the book. Granted, this is a very visual topic and I'd rather have oversized graphics than not enough.

I'm giving both of these books four-and-a-half stars out of five.
4 internautes sur 4 ont trouvé ce commentaire utile 
5.0 étoiles sur 5 Outstanding Introduction to a Formidable Reporting Tool 26 mars 2015
Par Jean - Publié sur Amazon.com
What a rush!

By adding Power Pivot, MIcrosoft has put Excel on steroids. K de Jonge's book goes a long way to help making it sense of it all.

Note: rank beginners may find this overwhelming.

First some minor criticism: sometimes confusing, requiring some effort to get back on track. I could not find the url for the data used in the book and it took some browsing on the author's web page to find it. I have also not been able to replicate the results obtained on page 64 for figure 4.27 "Revenue variance to target for the past 12 months". Also, a more systematic presentation of the created calculated fields is sorely missing even though I managed to get the same results as shown in the book except for the above mentioned exception. Putting the various versions of Sum of Revenues, Sum of Revenues Previous Year, Sum Of Revenues YoY% side-by-side would make the differences between the DAX expressions stand out much more vividly.

One these points I would have taken out at least one star. Probably two if I got off on the wrong foot. The author more than redeems himself by providing links which ultimately led me to a drawing showing the selection process of the proper type of chart. Outstanding. Anyone interested must see http://extremepresentation.typepad.com/blog/2006/09/choosing_a_good.html.

In fact, the author has used a large number of immediately useful "footnotes" - web url's which expand on the material covered in the book. "Immediately useful"? Yes ! As opposed to referring to a book you have to obtain, the references are all on the web.

Get ready for a full ride. Been using Excel for years without paying too much attention to improvements made in the subsequent versions ? K. de Jonge will bring you there - even Data Bars, which are not related to the subject at hand - Power Pivot. Remember that the key word of the book title is REPORTING and the author show how to draw attention to essential points while not falling into the trap of overwhelming through abusive usage of eye candy. Wished you knew how to easily hide or show a detail table to reduce clutter ? Yup it's in there too. Be ready to go through almost all of the ribbons.

Been meaning to work with interactive maps overlaid over the spreadsheet ? Check ! That's covered too. If you click on a particular state, you can get data relevant to that state. (In the end though, I find the whole concept a bit over-rated. In real life, a snow-blower manufacturer is not going to look at the number of slow blowers sold in Key West to compare to the numbers sold in Vermont). The author does caution over the use of space-gobbling eye-candy Key Performance Indicator icons. Cute but more cumbersome than essential.

An invitation to learn by experimenting. You WILL learn a lot by walking through the scenarios described in the book and by reproducing the work. Nothing more exhilarating than obtaining the same results after you tried a few things on your own when a detail was standing in the way. And if you run into a major stumbling block, the author answers questions on his blog.
1.0 étoiles sur 5 Horrible. 21 août 2015
Par Adam - Publié sur Amazon.com
Wow, I am using an ebook version and it would be borderline unusable if I did not have some existing knowledge of the topic. So many typos, so many examples with tables misnamed that you have to spend most of your time correcting syntax errors. Horrible.
5.0 étoiles sur 5 Beautifully crafted, concise and simple to follow 11 août 2015
Par hans Mostafavi - Publié sur Amazon.com
Format:Broché|Achat vérifié
Beautifully crafted, concise and simple to follow. One of the best learning sources for Power Pivot I have see around.
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