2. Power Query
Transform
Merge & Filter
Power Pivot
Data Model
Merge & Format
Power View
Dashboard
Dynamic PowerpointExcel
Data File
Report
Power Map
Geo Visualization
Power BI
Data Source Library
DW of Excel Files
Power BI
Report Library
Dashboard
SharePoint
File Server
Backup, Security &
Sharing
3. Step 1 – Data Request
• Create a Data Request folder for your audit
• Create a list of desired artifacts (files)
• Share items on the list (sends a request asking for file to be loaded to this specific spot)
• Date/Time received, Sender and initial version of the file automatically logged and locked
• Multiple files of any type may be provided and they may be instructions on how to link or
Connect to a DW or otherwise access another system
4. Step 2 – Transformation
• Create a Transformation folder on SharePoint for your audit
• Create an Excel file with a Power Query & link to evidence file or data source (DW)
• Normalize
• Remove headers
• Rename fields
• Change the field type (number, text or date)
• Split or concatenate fields
• Flatten
• Merge fields from relational tables
• Materialize
• Load to Worksheet
Note
You’ve used a simple wizard to write a DAX script
You can copy bits of it to another file
You can run it on SQL Server
WARNING
May cause severe nausea when your realize what a 3GL can do
5. Step 3 – Modeling & Testing
• Create the Analytics folder on SharePoint for your audit
• Create an Excel file then link the Normalized data files you need
• Associate files using Power Pivot
• Use Pivot Tables and/or Power Query to build ‘Lead Schedules’
Step 3b – Geo Testing
• Use Power Map to add clarity to data
6. Step 4 – Monitoring
• Target selection
• You’ve been through the audit process
• The ‘Un-mitigated Risk’ is in another dimension (Time, Business or Geography)
• There are measures associated with the ‘Risk’ that have relative boundaries
• Normalized view can be linked to an external data source
• A mash-up is almost always required to tip the scale
• Publish Normalized views to data source library
• Create Power View dashboards and publish to Power BI library
7. What’s Free
• Assuming you have Excel 2010 or higher everything except Sharepoint and Power BI libraries
What do I need to go home and start doing
• #1 start using Power Query to do your transformations
• #2 add Power Map to your tool box – you’ll know when you need it but don’t over use
• #3 if you’re company uses SharePoint start thinking about using it to collect data
• #4 learn to think of and create Excel files as component objects
• a data file
• a transformation script
• a normalized file
• an analytical model
• a report and visualization tool
