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Tel. +49 2404 91391 0 Fax +49 2404 91391 31 [email protected] www.masventa.de IIBA®, the IIBA® logo, BABOK® and Business Analysis Body of Knowledge® are registered trademarks owned by International Institute of Business Analysis. CBAP® and the CBAP® logo are registered certification marks owned by International Institute of Business Analysis. Certified Business Analysis Professional™, EEP™ and the EEP™ logo are trademarks owned by International Institute of Business Analysis. Certification of Competency in Business Analysis™, CCBA™ and the CCBA™ logo are trademarks owned by International Institute of Business Analysis. PowerPivot for Excel Benefit and IT Governance Sustainably introduce PowerPivot for Self-Service-BI masVenta Business GmbH, May 2014, v1.1

masVenta PowerPivot Benefit and IT Governance April 2014

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Carefully introduce PowerPivot with a lean but effective Governance to avoid Shadow-IT. Empower you Data Analysts to analyze millions of records from multiple database and securely and instantly share reports as webpages hosted on your SharePoint servers, without the need for expensive and slow IT Projects.

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Page 1: masVenta PowerPivot Benefit and IT Governance April 2014

Tel. +49 2404 91391 0

Fax +49 2404 91391 31

[email protected]

www.masventa.de

IIBA®, the IIBA® logo, BABOK® and Business Analysis Body of Knowledge® are registered trademarks owned by International Insti tute of Business Analysis. CBAP® and the CBAP® logo are registered certification

marks owned by International Institute of Business Analysis. Certified Business Analysis Professional™, EEP™ and the EEP™ logo are trademarks owned by International Institute of Business Analysis. Certification

of Competency in Business Analysis™, CCBA™ and the CCBA™ logo are trademarks owned by International Institute of Business Ana lysis.

PowerPivot for Excel – Benefit and IT Governance Sustainably introduce PowerPivot for Self-Service-BI

masVenta Business GmbH, May 2014, v1.1

Page 2: masVenta PowerPivot Benefit and IT Governance April 2014

PowerPivot for Excel – Benefit and IT Governance 2

Agenda

Brief company profile

Status Quo: Data analysis with Excel

Self Service BI with PowerPivot

Challenges with PowerPivot

IT Governance Model for PowerPivot

masVenta Portfolio

Backup: PowerPivot – Technology Demonstration

Page 3: masVenta PowerPivot Benefit and IT Governance April 2014

PowerPivot for Excel – Benefit and IT Governance 3

masVenta Business GmbH – Brief Profile

Established in 2007

Located in Aachen, Germany

Owner Rainer Wendt, PMP, CBAP

Training and Consultancy in Business

and Technology. Projects in Banking,

Energy, Telecom and Hi-Tech…

Business Analysis

requirements management and

communication between business and IT

Business Intelligence

BI-Requirements Analysis, Reporting

Data Warehousing, Performance

Management, Self Services BI,

PowerPivot

Project Management

Successful Management of Projects by

applying Best Practices

Process management and

optimization

Sustainable Process improvements

Page 4: masVenta PowerPivot Benefit and IT Governance April 2014

PowerPivot for Excel – Benefit and IT Governance 4

Status Quo: Data analysis with Excel

Excel is definitely the data analysis tool no.1

Excel is mostly available and can be used by everybody

But, requirements of departments continuously grow:

large data volume

multiple data sources

complex calculations and relations (computations)

more qualified reports: dynamic & aesthetic

data quality and up-to-date data

security and confidentiality

Plain Excel is sometimes not sufficient – too limited, too slow, too

insecure, inflexible, difficult to maintain and not compliant!

Page 5: masVenta PowerPivot Benefit and IT Governance April 2014

PowerPivot for Excel – Benefit and IT Governance 5

Use: Self Service BI with PowerPivot

PowerPivot for Excel from 2010 allows for complex ad hoc analysis

of large, distributed data without IT services

PowerPivot: Excel Add-in and SharePoint Services from Microsoft®

the departments' requirements are satisfied :

Large data volumes PowerPivot allows millions of records

Multiple data sources Simultaneous involvement of many source systems and files

Complex calculations and

relations

Analysis language DAX (extension of the Ecel formula

syntax)

Better reports: dynamic and

aesthetic

Dynamic reports with Drill-Down (im Browser)

Data quality and up-to-date data Data refresh by SharePoint timer services

Security and confidentiality PowerPivot Excels on SharePoint galleries with AD security

Page 6: masVenta PowerPivot Benefit and IT Governance April 2014

PowerPivot for Excel – Benefit and IT Governance 6

Challenges with PowerPivot

PowerPivot is a powerful Tool in the hands of professional data

analysts

PowerPivot is an inexpensive IT innovation with a large positive

effect and concretely demonstrable benefit

Challenges:

Uncontrolled distribution can quickly lead to so-called Shadow IT

causing significant problems

An effective maintenance for PowerPivot applications requires

registration and external control

PowerPivot users must be trained and respect usage rules

Page 7: masVenta PowerPivot Benefit and IT Governance April 2014

PowerPivot for Excel – Benefit and IT Governance 7

ITGovernance model for PowerPivot PowerPivot is approved and installed only when needed

Need is determined through assessment

Installation takes place only after acceptance of the

policy

Training ensures proper use of PowerPivot

Continuous control prevents Shadow IT

IT Governance framework is essential for an effective,

sustainable and secure use of PowerPivot.

masVenta designs and implements IT Governance for

PowerPivot according to proven and best practices

Page 8: masVenta PowerPivot Benefit and IT Governance April 2014

PowerPivot for Excel – Benefit and IT Governance 8

The masVenta portfolio shortly

Academia, Business solutions and consulting

Business Analysis based IIBA®

Project Management based PMI®

Business Intelligence, Self Service BI

Process consulting and optimization

Provision of certified experts

Coaching & In-house Training

Public Courses and Online Crash Courses

End User Computing Management and

Compliance

Page 9: masVenta PowerPivot Benefit and IT Governance April 2014

PowerPivot for Excel – Benefit and IT Governance 9

Your contacts

masVenta Business GmbH

Fon +49 (0) 2404 91391- 0

Fax +49 (0) 2404 91391- 31

von-Blanckart-Str. 9

52477 Alsdorf

[email protected]

www.masventa.de

Rainer Wendt, CBAP, PMP

Managing Director

+49 (175) 26 13 148

[email protected]

Volker Heck, CBAP, MCT

Business Analysis & Business

Intelligence

+49 (177) 62 84 372

[email protected]

Page 10: masVenta PowerPivot Benefit and IT Governance April 2014

PowerPivot for Excel – Benefit and IT Governance 10

Backup