Understanding BI Tools for Financial Analytics with Stefano Grazioli
Explore the world of Business Intelligence (BI) tools and Financial Analytics through Excel's Pivot Table functionalities with insights from Stefano Grazioli. Delve into critical thinking and easy methodologies in BI, examining the big picture of transactions, operations, ETL technologies, and more. Gain hands-on experience with budget analysis at ACME GLOBAL Inc. and learn about data modeling, pivot architectures, and the power of summarizing data with Pivot Tables.
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Presentation Transcript
BI tools: Financial Analytics Excel s Pivot table Stefano Grazioli
Critical Thinking Easy meter Last unit of the BI segment 2
You do the talking Name, major Clarity of course objectives? Have a team/looking for one? Things you like about the class Things that can be improved 3
BI: the big picture Transactions / Operations Real time, individual, action Business intelligence & Analytics Historical, aggregate, decision-oriented ETL technologies Pivot Table Trades Extract Transform (clean) Load Query Report Analyze Visualize Data Accounting Warehouse (DW) Mobile app data Managers & Decision makers BI consultants Data scientists BI consultants Data scientists 4
Financial Analytics Homework Demo
Welcome to ACME GLOBAL! You are a BI/finance consultant at ACME GLOBAL Inc., a company with a global presence. It is year-end and the budget director wants to check the differences between budgeted costs and actual costs. 6
First, ask about the data model and the data dictionary . Single table, on a remote RDBMS (SmallBankDB) Doable in Excel, but Division = geography Category = group of items, e.g., commission, lease, utilities DEMO 7
Pivot Architecture Remote DBMS Smallbank DB ACME_Budget On screen: BudgetDataLO User In Memory: myDataset BudgetDataTbl In memory: myPivotCache On Screen: myPivotTable 8
Pivot Tables are BI tools for data summarization They aggregate data according to various dimensions (e.g., time, location, department, product .) They let you see your data in new ways: slicing and dicing. 9
What Is New In Technology?
