CEO Exec Forum – Office 365 and Power BI

Recently I gave 2 presentations to the CEO Executive Forum at their semi-annual meeting; this time located in Detroit. The first was on Connectivity and Collaboration, the 2nd on Metrics, Reports and Dashboards. These focus on Office 365 and Power BI, including SharePoint and middleware.

Connectivity and Collaboration

For Connectivity and Collaboration, we focused on how as humans we need to make connections between things, and between things and people. I then described some ways this is possible with Office 365, SharePoint, OneNote and Teams and middleware.

We worked on answering questions like:

Can we automate our business processes in Office 365?
What is the best way to manage documents?
How do I reduce data entry?

Metrics, Reports and Dashboards

During Metrics, Reports and Dashboards I took time to focus on the difference types of numbers to pay attention to, compared metrics to KPI’s and talked about what a dashboard should contain. There was some demonstrations including Power BI.

We worked on these questions:

What business metrics do I care about?
What numbers should I pay attention to?

I want to make the PowerPoint presentations available to the attendees of the conference and anyone else that finds the topics interesting.

Below are the 2 PowerPoint presentations you can download:

Connectivity and Collaboration

Metrics, Reports and Dashboards

Feel free to email or comment with questions or feedback.

Dynamic Excel CUBEVALUE and CUBEMEMBER Functions

We recently ran into a situation where a client needed to change the filter in an Excel report that is using the CUBEVALUE and CUBEMEMBER functions. The report was built using a pivot table going against a cube. We then used Convert to Formulas so we could control the report format. This approach worked great for the current data, but lacked a simple way to update the report every month by selecting a new period from a drop down. After some struggles and some seemingly dead ends, we had enough information to solve the problem. Continue reading “Dynamic Excel CUBEVALUE and CUBEMEMBER Functions”

SharePoint, PowerPivot, Power View and Multidimensional Analysis Services

This article was written to help me sort out SharePoint, PowerPivot, Power View and Analysis Services. Read on to discover the questions that arose as I embraced this technology set and the answers I’ve uncovered.

So what are the options for working with Power View within SharePoint with MDX as the source cube? Let me frame this a bit, I am referring to SharePoint 2013 and SQL Server 2012 SP 1 or SQL Server 2014. It appears that PowerPivot becomes the data source for Power View reports. That is, a PowerPivot workbook saved within a Document Library. So it seems feasible that building a PowerPivot report pulling from an MDX cube, then stored in a Doc Library should work. The first test is the Document Library, PowerPivot and MDX cube test. If this works the same way as using a tabular cube, then we are one step closer to a complete solution.

Continue reading “SharePoint, PowerPivot, Power View and Multidimensional Analysis Services”