My experience in Finance, Accounting and Technology roles has developed my knowledge and appreciation for all that computers (especially Excel) can do.
In addition to my corporate experience, I have taught Accounting, Finance and computer classes at community colleges, private and public Universities. My teaching accolades included always having excellent evaluations and I was nominated numerous times as instructor having most positive influence on students.
My other interests include Business Intelligence, optimization of desktop and laptop operating system software and associated Freeware.
This presentation will provide an overview of using Excel as a front end for reporting with SQL Server and SQL Server Analysis Services. Topics covered will include best practices for using VBA to execute queries using ADO and ADOMD and a discussion of queries that facilitate creating dashboards: STUFF, FOR XML PATH, CASE, PIVOT, and COALESCE. Other topics include, generating PivotTables and QueryTables, OLAP PivotTable Extensions, MS Query, and using VBA to segregate data in the Recordset generated using SQL. And finally, all DBA’s favorite SQL, dynamic SQL...passing variables from Excel to generate user defined data.
Also covered will be some Excel tricks for overcoming error messages sometimes created by bad SQL, no data returned, and creating sheets on the fly while preventing dashboard equations from displaying errors.
Please note, given the hour limit for this presentation, much of the presentation will be an overview only. More specific details for some of the content can be found in other presentations or categories elsewhere on my website. Also, if you live in Houston, some of the topics may be presented in more detail at future Houston SQL Server User Group meetings.
If you do not have access to AdvertureWorks 2008, many of the equations in the files linked to cubes (SSAS) above will error out and functionality (buttons) that drive other processes will not work. Other files that use my custom billing data database or the stock data downloaded from InfoChimps will also have limited functionality. More details about the stock data can be found below in a previous presentation to the Houston SQL Server User Group.
ADO and ADOMD
Dashboards and Reporting
Excel Tables
MS Query and Data Connections
Recordset
If you do not have access to AdvertureWorks, many of the equations in the files linked to cubes (SSAS) above will error out and functionality (buttons) that drive other processes will not work. Other files that use my custom billing data database or the stock data downloaded from InfoChimps will also have limited functionality.
This presentation will provide an overview of using Excel as a front end for reporting with SQL Server and SQL Server Analysis Services. Topics covered will include best practices for using VBA to execute queries using ADO and ADOMD and a brief discussion of queries that facilitate creating dashboards: STUFF, FOR XML PATH, CASE, PIVOT, and COALESCE. Other topics include generating PivotTables and DataTables, OLAP PivotTable Extensions, MS Query, and using VBA to segregate data in the Recordset generated using SQL. And finally, all DBA’s favorite SQL, dynamic SQL....passing variables from Excel to generate user defined data sets.
Also covered will be some Excel tricks for overcoming error messages sometimes created by bad SQL, no data returned, and creating sheets on the fly while preventing dashboard equations from displaying errors.
This presentation I am presenting at SQL Saturday #107. Material is found above under SQL Saturday #107.
So, you have built your cube(s), or Unified Dimensional Models (UDM’s), and are now set to develop reports. However, you realize some of the dimensions include sensitive data or data that not everyone should be privy to. How can you limit user exposure to sensitive data from within Excel? This demo will show how to convert a PivotTable to a free-form report (equations) and limit user exposure to some data in SQL Server Analysis Services cubes simply using Excel equations.
Excel, Cubes Downloads:Do you have multiple billing records, sales batches, etc. that need to be imported into a database for reporting or analysis? Discussed will be how to set up an Integrated Services package to load a series of .csv files (comma delimited) into a SQL Server database (table). I had originally intended to develop a project to load daily stock quotes for the AMEX, NASDAQ, and NYSE from 1970 through 2010. Stocks quotes from each exchange are in 26 separate files…one for each letter of the alphabet.
Because of time limitations, the solution demonstrates how to load data from monthly invoices (.csv files) for professional services rendered. The time to loop through these records takes seconds compared to the 15 minutes it takes to load the almost 20 million stock dividends and prices for each exchange. Below are links to my Stock Market project, the source files and discussion of some limitations in SSIS that I had to work around for my solution.
The limitations of SSIS I encountered and how I solved them using Stored Procedures are available in a separate document (link) below. There are a lot of incorrect demos and discussions on the Internet and even some texts do not cover enough of the basics or issues you will encounter to develop a working solution. This demo will walk through each step and provide enough documentation that you will walk away comfortable enough to add this topic to your knowledge base.
Foreach File Enumerator Downloads:I was looking for large sets of data to play with so I could learn PowerPivot and stumbled across InfoChimps. It has a plethora of free downloads of large and small data sets. The data files above contain files I downloaded from InfoChimps and slightly modified. Furthermore, if you look at the SQL scripts, I added more data fields for doing time-series calculations and analysis. This will be an ever-evolving project and more fields and changes to underlying SQL downloads will change. I also hope to learn and develop some of the analysis using C#.NET.
Discussion centered on dynamic Excel reporting utilizing SQL Server Stored Procedures, PivotTables, DataTables and utilizing each for creating Dashboards.
Presentation on the SQL Server Analysis Services (SSAS) Add-in for Excel.
The demonstration centered on using the Indirect function in Excel to shield users from confidential data in SSAS cubes. Sometimes making changes to cubes is cost prohibitive. However, you can avoid making modifications to cubes so that data can still be private and shield users from viewing certain dimensions or measures by removing a PageBy field from PivotTable and creating a custom PageBy field.
The custom PageBy field is a data validation field that employs the Indirect function to direct which Dimension or Measure you want users to see. For example, you could build a budget cube showing all cost centers. You would then build spreadsheets with custom PageBy fields showing only the Cost Centers users should have access to.
SSAS Add-in for Excel Downloads:In cooperation with Johnson County Community College, I organized a 6-month skills enhancement seminar for individuals wanting to learn all aspects of Microsoft SQL Server.
The classroom and all materials except participant texts were covered by sponsors.
I taught theory of SQL Server Design & Implementation class with colleague recruited to teach hands-on portion.
Provided demonstration on configuration options and usage of the Windows Live family of products:
Presented usage, configuration options and strategies for managing multiple Virtual Hard Drives (VHD's).
Led monthly meetings on diverse topics related to Microsoft operating systems and associated freeware available via the Internet.
My interest in C#.NET was not to become a .NET Developer but hopefully work somewhere using SharePoint and had deployed or was considering deploying Excel Services. Visual Basic for Applications (VBA) in Excel does not function in SharePoint. C# must be embedded for the objects such as buttons, checkboxes, and combo boxes to work in Excel when published to SharePoint using Excel Services.