Finance BI Tools: Excel Pivot Table and Critical Thinking Insights
Dive into the world of finance BI tools with a focus on Excel pivot tables and critical thinking techniques explained by Stefano Grazioli. Explore the power of data summarization, analyzing budget variances, and understanding pivot table architecture in a global finance consultancy setting.
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Presentation Transcript
Information Technology In Finance BI tools: Excel s Pivot table Stefano Grazioli
Critical Thinking Easy meter Last unit of the BI segment 2
You do the talking Name, major We are about to start financial analytics... How does it feel? Things you like about the class Hardest thing so far Things that can be improved 3
Pivot Tables are BI tools for data summarization Much more than tables. 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. 4
Information Technology In Finance Homework Demo
Welcome to ACME GLOBAL! You are a BI/finance consultant at ACME GLOBAL Inc., a large 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 SmallbankDB ACME_Budget On screen: BudgetDataLO User In Memory: myDataset BudgetDataTbl In memory: myPivotCache On Screen: myPivotTable 8
Information Technology In Finance WINIT What Is New in IT
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 10
Literacy DataTable: the VBA version of a database Table (in your computer memory) DataSet: a VBA container for your datatables (in your computer memory) ListObject: a VBA object to visualize tables Pivot Table: a BI tool. It allows you to reorganize and summarize selected columns and rows of data in a spreadsheet or database table. Pivot Cache: a VBA container for the data used by the pivot table. Not a dataset or inside the dataset. 11
