Excel to Power Pivot: Cross the Gap, Change the World

October 21, 2014

by Avichal Singh

Oh boy! What an intro…thanks Rob. “A better me than me”…now I would need to live up to that. Let’s get to work.

Change the World

What happened to ‘Cross the Gap’ you say. Well, that’s covered later. This is more important, plus we are never about doing things in the expected order (e.g. we like building BI faucets before plumbing Smile).

#1 challenge with Power Pivot is awareness. You can generalize that for Power BI, although each component of Power BI also has it’s unique challenges (e.g. Power Query).

#1 road block in spreading awareness is Power Pivot availability.

  • Excel 2010: Power Pivot is a free add-in
  • Excel 2013/Office 365: you need to be a maze runner Smile (see illustration below)

    Either the whole world should downgrade back to Excel 2010 or we can beseech Microsoft to do something about Excel 2013/Office 365. I tossed a coin and the latter won out. So here it is folks:

    Change.org Free Power Pivot!

    CALL TO ACTION: Sign yourself and recruit others to support the Change.org Petition to Microsoft to “Free Power Pivot!”. Make Power Pivot freely available in Office 2013, Office 365 (and beyond)

    Check it out, sign the petition, ask your friends, neighbors, heck even call your Grandparents.

    One clarification though, the request to Microsoft is
    - To make it “freely available
    - and not necessarily “free”, as in a free handout
     

    If you need more inspiration, read

  • Bill Jelen (Mr Excel)’s lament

  • Comments on the original post: “Hey, Who Moved My (PowerPivot 2013) Cheese?”

  • Scott’s comment on the petition says it all “Amazing product, amazingly hard to getRead the rest of this entry »

  • Reinventing an Industry: Welcome Avi Singh!

    October 16, 2014

    Post by Rob Collie

    Our Merry Band Has Found Its Luke Skywalker

    GENERAL MADINE:  “General Solo, is your Strike Team Ready?”
    SOLO:  “We’re making huge strides.  The Death Star is Toast.”

    Avi Singh Joins PowerPivotPro Full-Time!

    Avi SinghFile under “Coup, Major.”  Folks, this is a CRAZY cool moment for us at PowerPivotPro.  We like to think of ourselves as the Rebel Alliance of Data, and seriously, we feel like we’ve found our Luke Skywalker.

    That’s Right:  Avichal (“Avi”) Singh has left Microsoft to become a full-time member of the team here at PowerPivotPro.  Microsoft’s loss is our gain, which is…  ALSO Microsoft’s gain, ultimately.  Because in this role, Avi is going to “light up” people and organizations all over the world.  As opposed to performing data miracles strictly within the internal Microsoft org, he’s going to be helping MANY OTHERS perform their OWN miracles.  With MS’s platform, of course, which is great for them.

    So hey Microsoft, please don’t be TOO upset with us for poaching him.  But really, we did nothing of the sort.  He um, kinda stalked US.  Let me explain.

    To Build A Different Kind of Firm, You Need a Different Kind of Person

    Avi Singh With Hand on Heart

    I had just finished a presentation at BA CON ‘14 in San Jose, California – a presentation I had opened with the theme of “I have the best job in the world – I work in data, and I get to spread HAPPY wherever I go.”  (Which is the truth, btw).

    Out in the hallway after the talk, I met Avi in person for the first time.  Like me at the time, you probably know Avi primarily through the excellent guest posts that he has penned from time to time. 

    The written word does not do justice to the “in person” version of this human.  He is one of the absolutely most sincere, genuine, and positive people I have ever met, and that was clear in the first two minutes.  (If I say he’s in the Donald Farmer Zone, I mean it as a compliment to both gentlemen).

    What followed was LITERALLY a “hand on heart” moment.  The very first thing Avi said to me, in reaction to the talk I’d just given, was to zero in on that “spreading HAPPY” theme.  He said something like “That’s so true, I’ve seen it!  And I feel it…  in my heart.”  And to emphasize that last part, he lightly bumped his fist to his heart.  That moment was so incredibly genuine, and conveyed several years’ worth of information in an instant:  this guy was special.

    You kinda had to be there to see why that was so impactful, so convincing to me, but if you get to meet Avi in person, you will see what I mean.  And I think you will ALSO see what I mean in the coming months, as you hear from him more often on this site and in other media.

    “Different” Kind of Firm?  “Reinventing” an Industry?

    Read the rest of this entry »


    “I Know SQL Queries, So Why Do I Need Power Pivot?”

    September 30, 2014

    Post by Rob Collie

    because I am very familiar with databases and the ability to create custom SQL queries and data models using SQL Management Studio,  I struggle to see why I would need PowerPivot if I can do much of this heavy lifting using SMS.

    Got This Question the Other Day, and it is LONG Overdue That I Answer It

    Some of You Are Confused, Some Are Nodding

    Generally speaking, I think the people reading this fall into one of a few camps:

    1. People who are early in their Power Pivot journeys, and who also do NOT know SQL (most Excel Pros fall into this camp at some point, before hopefully moving into group #2 below).
    2. People who are pretty good at Power Pivot, but do NOT know SQL (I fall into this group).
    3. People who are good at BOTH Power Pivot and SQL (this is a blessed group).
    4. People who are good at SQL but still early in their Power Pivot awareness/knowledge.

    Group #4 is the “target audience” for today’s post, but it’s still relevant for groups 1-3, because we WILL get asked this same question from time to time, and it’s good for us to be able to answer.

    “I Started Out as a DBA…”

    SQL Queries as BI - More Common Than Really Any Other Method of "Official" BI

    For Many People and Organizations, THIS is Business Intelligence
    (And to a Certain Extent, This is Effective, So it Persists as a Workflow)

    Let’s say you began life a a DBA.  Which means you know SQL, of course, but writing SQL is not the only thing you do as a DBA.  You’re maintaining indexes, watching for bottlenecks, talking about I/O, number of spindles, TempDB…  all that good DBA stuff that I understand at a conceptual level but have never learned to actually DO.

    But one day, someone from the Business has a question.  They figure all the data required to answer it is “owned” by you, so they come to you with said question. 

    And hey, it turns out that you CAN write some SQL and answer the question!  Which is pretty damn helpful and makes everyone involved feel pretty good.  (Hey, we are all still fundamentally wired for cooperation after all).  It also makes you more relevant to the front-line business, and no longer “just a cost center” from the perspective of the company’s leaders, which is VERY good for your career.

     

    Read the rest of this entry »


    Preview of New Website Content

    September 23, 2014

    Post by Rob Collie

    image

    The Three Primary Benefits of Power Pivot vs. “Traditional” Excel
    (Click for Full-Size Version, and Please Share Your Thoughts in Comments!)

    Changes Afoot

    Some exciting things in the pipeline here at PowerPivotPro HQ.  Most of those will remain secret until next month, but one of them is a website overhaul – with Power Pivot adoption continuing to grow, website traffic also continuing to grow (more records fell last week!), and the site’s 5-year anniversary approaching, it’s time.

    So today I’d like to get your feedback on some of the new content.

    It’s all pictures, so I promise it’s light Smile

    Read the rest of this entry »


    Tuesday Grab Bag of Biz and Fun

    September 16, 2014

    Post by Rob Collie
     
    mullet with labels

    Today’s Post is Like a Mullet Haircut:  Business in the Front, Party in the Back

    Let’s Go!

    Series of quick updates today, mixture of pure fun and serious biz, sometimes simultaneously.  In this post:

    1. Download the Draft Index for the Online University – whether you are currently enrolled or not, this may be relevant.  Grab it here.
    2. Live Class in Philly – seats still open for Oct 21-22, more details here.
    3. “Secret Summit” Between Microsoft and Power Pivot early adopters last week.
    4. DAX:  The Power of Paper
    5. Yours Truly taken into police custody for Possession of Industrial-Grade Data Tools

     

    Read the rest of this entry »


    Has Power Pivot Changed Your Life? I Want to Know!

    August 19, 2014

    This face obviously represents happy.

    We Want to Hear Your Cool Stories!

    Unprompted Confirmation

    In last week’s post I explained why I now “kick off” my training sessions with the bold promise of “Power Pivot will change not only your career, but also your LIFE.”  (Please go back and read that, briefly, if you have not – because this post won’t make as much sense otherwise).

    Well, a funny thing has been happening lately – I’ve been getting emails from people saying that it HAS changed their life.  Literally in those words.

    Are these people just being nice to me, confirming my bold statement?

    Nope, because none of them has heard me say it before – these are people I have never met in person!

    In fact, this pattern of emails was the reason why I got started writing last week’s post.  I actually intended to JUST write THIS post, the “has it changed your life” post, but along the way I realized I needed to add the background, so this got split into part two.

    Please Share Your Stories!

    If you are feeling like this, please leave a commentIf you’ve experienced life change as a result of Power Pivot, please leave a comment at the end of this post!

    Or if you’re a bit shy about that, drop me an email.  My address isn’t hard to find or guess.

    Take it Away, Rob’s Inbox!

    imageThese are real emails from real readers, slightly edited to maintain their privacy.  In all cases, I am bolding the “life changing” portion of the quote:

    Read the rest of this entry »


    Power Pivot: a revolution in slow motion

    August 14, 2014

    By Avichal Singh

    The first time you truly experience Power Pivot – not a demo, not some random public data set or someone else’s data – your own business data all lit up using Power Pivot. It is a transformative experience. And you know there is no turning back.

    I remember that moment, I remember thinking this is HUGE, this gets BI in the hands of people who really need it. Power Pivot is surely is going to explode.

    Sadly, it does not feel like that is happening :-(

    As I have become more involved with the Modern Excel User Group (also on LinkedIn), I have realized that there are way too many people in buckets a) and b) below and not nearly enough in c).

    a) Sad smile Unaware. Have not heard of Power Pivot or Power BI
    b) Disappointed smile Aware but have not truly experienced the capabilities of Power Pivot
    c) Red heart In Love with Power Pivot

    Note: Are there stages between b) and c)? Between experiencing Power Pivot and falling in love? Perhaps. But guided by the right hands that path should be really short :-)

    Unaware: Don’t know what they are missing

    For the unaware group, I do my part; talking to anyone who would lend me an ear, about Power Pivot and Power BI at any event or gathering. But overall we would need to trust the higher powers :-) within Microsoft with that task. However I will make the offerings below to the powers that be:

    - Power Pivot should be a free add-in for all versions of Excel 2013, just the way it is for Excel 2010. I feel it even makes good business sense for Microsoft. Power Pivot has the potential to attract a large user base and would solidly anchor Office and Office 365 in the rapidly changing world. These users can then be up sold services like Power BI.

    - Power Pivot add-in should be easily discoverable. Both Power View and Power Map have buttons as part of the standard Excel ribbon, which can be used to easily activate these tools. Not so for Power Pivot.
    It takes 8 mouse clicks to activate the add-in so you can launch Power Pivot.
    File > Options > Add-Ins > Click Dropdown > COM Add-Ins > Go > Select ‘Microsoft Office Power Pivot for Excel 2013’ > Ok
    As the first born in the Power BI suite, it is time for Power Pivot to claim it’s rightful place on the standard Excel ribbon and it would fit perfectly under the Data tab.

    Currently in Excel 2013 Desired in Excel 2013
    Currently in Excel 2013: Powe Map, Power View Desired in Excel 2013: Power Pivot or Data Model

    Note: There was a shift in Excel 2013 to weave in Power Pivot so closely with the tool (and call it Data Model) that potentially many users would not even need to learn or use the Power Pivot window. IMHO, that is just keeping people away from all the goodness and richness of Power Pivot. Let them come, let them explore and experience.

    Aware but not in Love: Mind the Gap!

    While I may feel helpless in making a dent in the Unaware group, I feel impassioned and even obligated to help the Aware but inexperienced group.

    I have spoken to many Excel users and noticed that there is a gap between knowing about Power Pivot and actually trying it out yourself to experience its true power. There is a step there that many users simply cannot take. Being on the other side, it baffles me a bit. I feel like yelling “Hey, come on over, the grass IS greener on the other side!”

    From Excel to Power Pivot: Mind the gap!

    Read the rest of this entry »


    Vending Machine or Kitchen: Two Kinds of Self-Service

    August 12, 2014

    Preface:  Breaking the Consulting “Rulebook”

    Power Pivot Allows Us to Set a Much Higher Bar - and Then Clear It

    This may seem bold:  Starting about six months ago, whenever I find myself in a room with spreadsheet/business/database people, one of the first things I tell them is that Power Pivot won’t just change their work, it will change their LIVES.  That’s right – I tell them, with a straight face, that this business technology will actually make them happier.

    That violates one of the unwritten rules of consulting, which is to underpromise and overdeliver – set expectations low enough that no one ever has reason to complain or be disappointed.

    I understand why it’s traditionally a good practice to “set the bar low.”  I get it.  I truly do.

    “Consumer with Choices” vs. “Empowered Producer” is a BIG Difference

    But Power Pivot is different.  Yes, in the truly breakthrough, transformational sense – you knew I was going to say that.  But different in another critical sense as well – it requires (and incents!) the analyst types on the Business side to participate to a degree unlike with any other BI tool.

    No matter how they are marketed, every other BI tool I have ever seen treats the business user as a glorified Consumer.  Yes, Business Objects and Cognos for sure, but I’m also looking at you, Tableau and Qlikview and Spotfire.

    Read the rest of this entry »


    The Simple Art of Being Prepared

    July 15, 2014

    Saluting a Mentor

    image

    Heikki Kanerva, Right.
    (At left is Juha Niemisto, a Programmer from the Excel Team and Mutual Friend)

    Taking a bit of a break today from “technical” posts and doing that whole “professional observations slash storytelling” thing.

    My first real mentor at Microsoft was a guy named Heikki Kanerva.  I learned many, many things from that man, but the way in which he cared about his people, and PROTECTED his people, will always eclipse even those things.  I wouldn’t have had the time or the space to learn had I not lived in the Heikki-created “safe zone” for those crucial early years of 1997-1998.

    And the charisma.  The leadership.  You know those fantasy stories about barbarian clans in the frozen wastelands of the North, where the clans have perpetually been at war with each other, but now a New and Evil Threat looms from the South, and the clans must set aside their pride and biases and band together, or face certain extermination?

    In those stories, there’s always a charismatic leader who emerges to unite said clans, the Strong Leader who possesses brains, brawn, and charisma in just the right proportions.

    And Heikki was pretty much the real-life embodiment of that character, in every way.  He played that role every day for the entire Office organization, and I have never seen anything like his powers since.

    A Mentor’s Parting Lesson

    Years later, when I no longer worked for Heikki, he passed away suddenly under tragic circumstances – a story that I may someday tell here, but not the focus for today.

    But leave it to Heikki to still manage to teach AFTER departing this world.

    Read the rest of this entry »


    We Have a “Crush” on Verblike Reports

    June 24, 2014

    image

    Even Very “Sophisticated” Reports/Dashboards are Often “Couch Potatoes” in Practice
    (They Sit There and Expect You to Do All the Work)

    Intro From Rob

    I’ve been meaning to blog this for a long time – it is, after all, one of my absolute FAVORITE things to talk about.  Now, Scott beats me to it.  But he does such a good job below that I don’t have much to add, except a few graphics here and there, like the one above.

    Besides, how can I not love a blog post that starts off talking about how right I am? Smile

    Guest Post by Scott at Tiny Lizard

    By nature, I am a rather skeptical person.  When I first hear an idea, I generally think it is probably wrong.  This isn’t one of my finer traits and  I am sure it drives Rob insane, since he has a rather impressive track record of being correct.  Thankfully, this blog entry is not about one of the times I assumed Rob was wrong…

    It is actually the complete opposite.  It is one of those times when Rob told me something and it just instantly SUPER resonated with me and got stuck in me.   I suspect it will do the same for most of you.

    Nouns and Verbs

    imageIf you were fortunate enough to hear Rob speak recently at PASS Business Analytics Conference, you have already heard this idea.

    It is super typical for us, as report authors, to generate The Report.  The Noun.  We hand it off with pride.  And The Report has all the information somebody could possibly need to make a decision.  All of it.   Row after Row. Column after Column.  Unfortunately, even with the fanciest conditional formatting in the world, it is not clear… how is somebody supposed to look at The Report and actually… do something?

    Because, at the end of the day (and yes, with a handful of exceptions like keeping the SEC happy), it is our hope that somebody looks at our reports and uses it to make a decision.  To do something.  To Verb.

    Read the rest of this entry »


    Why Steven Levitt is Too Expensive

    June 12, 2014

     
    Me with personal hero Steven Levitt at last year's PASS BA conference.

    “And therefore Steve, this clearly indicates that you are entirely too expensive.”

    Picking on a Hero?  Sacrilege!

    I had a particularly energizing “remote assist” with a client today (on GoToMeeting).  Just fantastic.  I was smiling for 90 straight minutes at the pure awesome that the two of us were conjuring out of the data.

    The lightning bolt realization that struck me, shortly after that meeting, was that a hero of mine might be in trouble.  (Well, only a little bit, but still – a little bit!)

    Rumor is that Freakonomics author Steven Levitt charges something in the neighborhood of $30k to show up and give a 1-hour talk.  He’s the best keynote speaker I have EVER seen/heard, hands down, so I think he’s worth that, and I do NOT think he’s in trouble there.

    I don’t think his book business is in trouble, either.  Again, fantastic books.  Love ‘em.  Untouchable.

    But his consulting business…  hmmm…  yeah, I think Power Pivot professionals may have something to say about that heh heh.

    Today’s (Redacted) Example – Cannibalization?

    Read the rest of this entry »


    Simple, Amazing, and Happy: A Story About Data

    May 29, 2014

    Last week’s two-part series on The Three Big Lies and The World Doesn’t Know Its Own Numbers got me thinking about how all of this is connected.  It’s all one big story, and I need to stitch it together.

    I actually told a big part of that story in one of my sessions at the PASS BA CON earlier this month, and people seemed to genuinely both enjoy and benefit from it.  Because of that (and because I spent over 100 hours prepping that talk!), I’ve been meaning to re-record that talk for YouTube.

    So I thought, hey, let’s cross the streams.  I’ll make a series of short videos that tell the entire story – including, but not limited to, what I shared at PASS.

    Today I present the Introduction to the story.  Anyone who’s used Power Pivot for awhile will “recognize” the transformation I’m hinting at in this Intro, but if you’re just starting down the road, I hope you find it exciting.  Because you have some amazing discoveries just around the corner.

    Please tell me what you think of this video – either here or on YouTube – because I’ll factor that into the series.  The more I know, the better I can tell the story.

    (Note that we will be switching PowerPivotPro.com over to a new server this weekend, so comments might be disabled here starting Friday night).