Business Intelligence in
Excel
U N L E A S H I N G D ATA’ S P O W E R
Introduction
• "In the world of data-driven decisions, Excel is your key to
unlocking the treasure chest of Business Intelligence.
Imagine your business as a ship sailing in uncharted
waters; Excel is your trusty compass, helping you navigate
the seas of information with precision. Today, we embark on
a journey to discover how Excel can transform your raw
data into actionable insights, making your business smarter
and more competitive than ever before."
Sample Footer Text
2/8/20XX
2
What is Business Intelligence?
• "Think of Business Intelligence as a magic wand for
your company's data. It's like having a super detective
for your business, finding secret patterns, chances for
success, and potential problems in your data. It's the
ability to see things you can't normally see, make
smart guesses about the future, and make decisions
with laser-like precision."
Sample Footer Text
2/8/20XX
3
History of Excel BI
• Excel's journey from a simple spreadsheet tool to a
robust Business Intelligence platform has been a
remarkable one, empowering businesses to derive
valuable insights from their data.
Sample Footer Text
2/8/20XX
4
Timeline Evolution
Introduction of Power Pivot
1985
Excel's debut
Birth of Power BI
1990s
2007
2016
Web data queries
Dynamic Arrays introduced
2003
2013
PivotTables and PivotCharts.
Integration of Power Query
2000
2010
2017
Enhanced List Objects
AI-powered insights
Ribbon interface
2018
Enhanced cloud collaboration with Excel for the Web.
Sample Footer Text
2021
2/8/20XX
5
Excel Role in
Business Intelligence
• Excel is the bridge between raw data and
strategic decisions, transforming complexity into
clarity. In the world of BI, Excel isn't an option; it's
your secret weapon for data-driven success. It's
not just a spreadsheet; it's your data sorcerer,
turning numbers into actionable insights.
Sample Footer Text
2/8/20XX
6
Excel BI Tools
Pivot Tables
Power Query
Power Pivot
Power View
Sample Footer Text
What-If Analysis
AI-Powered Insights
2/8/20XX
7
Excel BI Tools
P I V O T TA B L E S
• Quickly summarize and
analyze data with dynamic
tables.
Sample Footer Text
POWER QUERY
P O W E R P I VOT
• Import, transform, and
prepare data from various
sources.
• Create advanced data
models and relationships
within Excel.
2/8/20XX
8
Excel BI Tools
POWER VIEW
W H AT - I F A N A LY S I S
• Visualize data with
interactive reports and
geographical 3D maps.
• Model different scenarios to
assess the impact of
changing variables.
Sample Footer Text
2/8/20XX
9
Excel BI Tools
AI-POWERED INSIGHTS
• Leverage AI for the
automatic generation of
data insights.
Sample Footer Text
2/8/20XX
10
Application Areas of Excel BI
SALES AND REVENUE
A N A LY S I S
•
Excel turns raw sales data into
FINANCIAL PLANNING AND
BUDGETING
•
With Excel, financial teams can
actionable insights, helping
create dynamic budgets, forecast
companies identify top-
cash flows, and analyze financial
performing products, sales
statements, ensuring sound
trends, and growth
financial decision-making.
opportunities.
Sample Footer Text
2/8/20XX
11
Application Areas of Excel BI
Human Resources (HR)
Metrics
M A R K E T I N G A N A LY T I C S
•
Excel provides marketers with
•
HR professionals use Excel to
the tools to analyze campaign
track employee performance,
performance, customer
manage payroll, and analyze
behavior, and return on
workforce data for strategic HR
investment, enabling data-driven
decisions.
marketing strategies.
Sample Footer Text
2/8/20XX
12
Visualizing Data Insights
• Data of Total Revenue of Netflix, Disney+,
TikTok, and YouTube in Excel. There are Data
Visual Insights on the next slide.
Sample Footer Text
2/8/20XX
13
Visualizing Data Insights
Sample Footer Text
2/8/20XX
14
Data Modeling in Excel
BI
• Data modeling in Excel BI involves the creation of a
structured representation of your data, allowing you to
uncover hidden insights and relationships. It
encompasses:
• Defining data sources and connections.
• Organizing and transforming data for analysis.
• Establishing relationships and hierarchies.
• Creating a foundation for advanced analytics.
• Enabling informed decision-making.
Sample Footer Text
2/8/20XX
15
Data Modeling in Excel BI
Beast to Beauty
Before
Sample Footer Text
After
2/8/20XX
16
Data Modeling Techniques
for BI
Sample Footer Text
2/8/20XX
17
Limitations & Challenges of Using
Excel for BI
D ATA V O L U M E
•
Excel struggles with very large
datasets, leading to slow
performance.
D ATA C O M P L E X I T Y
•
Complex data modeling can be
challenging in Excel.
D ATA R E F R E S H
•
Sample Footer Text
Refreshing data can be
manual and timeconsuming.
D ATA S E C U R I T Y
•
Excel lacks robust security features
for sensitive data.
A U T O M AT I O N
•
Advanced automation and
scripting capabilities are
limited.
2/8/20XX
18
Limitations & Challenges of Using
Excel for BI
D ATA C O M P L E X I T Y
D ATA V O L U M E
•
Excel struggles with very large
datasets, leading to slow
performance.
•
Complex data modeling can be
challenging in Excel.
D ATA R E F R E S H
•
Sample Footer Text
Refreshing data can be
manual and timeconsuming.
D ATA S E C U R I T Y
•
Excel lacks robust security features
for sensitive data.
A U T O M AT I O N
•
Advanced automation and
scripting capabilities are
limited.
2/8/20XX
19
Limitations & Challenges of Using
Excel for BI
•
Excel struggles with very large
datasets, leading to slow
performance.
•
Complex data modeling can be
challenging in Excel.
D ATA R E F R E S H
•
Sample Footer Text
D ATA S E C U R I T Y
D ATA C O M P L E X I T Y
D ATA V O L U M E
Refreshing data can be
manual and timeconsuming.
•
Excel lacks robust security
features for sensitive data.
A U T O M AT I O N
•
Advanced automation and
scripting capabilities are
limited.
2/8/20XX
20
Limitations & Challenges of Using
Excel for BI
D ATA C O M P L E X I T Y
D ATA V O L U M E
•
Excel struggles with very large
datasets, leading to slow
performance.
•
Complex data modeling can be
challenging in Excel.
D ATA R E F R E S H
•
Sample Footer Text
Refreshing data can
be manual and timeconsuming.
D ATA S E C U R I T Y
•
Excel lacks robust security features
for sensitive data.
A U T O M AT I O N
•
Advanced automation and
scripting capabilities are
limited.
2/8/20XX
21
Limitations & Challenges of Using
Excel for BI
D ATA C O M P L E X I T Y
D ATA V O L U M E
•
Excel struggles with very large
datasets, leading to slow
performance.
•
Complex data modeling can be
challenging in Excel.
Sample Footer Text
Refreshing data can be
manual and timeconsuming.
•
Excel lacks robust security features
for sensitive data.
A U T O M AT I O N
D ATA R E F R E S H
•
D ATA S E C U R I T Y
•
Advanced automation
and scripting
capabilities are limited.
2/8/20XX
22
Future of Excel BI
•
“I personally see Excel as THE future of Business
Intelligence workflows.” – Ken Puls
•
No matter how many systems a company has,
how big they are, or how many millions of
dollars have been spent on them, the reality is
that the majority of data is exported to Excel
before decisions of serious consequence are
made.
Sample Footer Text
2/8/20XX
23
Future of Excel BI
• I truly believe that Excel is here to stay and it’s going
to do everything in its power to become a BI tool as
opposed to a support tool for other business
intelligence software.
•
– Brad Edgar
Sample Footer Text
2/8/20XX
24
Summary
As you continue your BI journey, remember,
Excel is more than just cells and formulas;
it's your trusted partner in the quest for
insights.
In the world of Business Intelligence, Excel
isn't just a software; it's the 'BIg' solution for
'BI'g ideas and insights!" 🚀📊
Sample Footer Text
2/8/20XX
25
Sample Footer Text
2/8/20XX
26