To make it a little bit easier for you I have created an Power Pivot for Excel sheet with some pre configured charts and tables on it. Of course in combinatie with the slicers. Last but not least, some relations between the different views. These relations are very important to analyze and combine different types of data.
This Power Pivot for Excel sheet make use of the Globe Reporting Views (GRV_*). As of Exact Globe product update 402 the first version of the reporting views are shipped. These views will only be installed as of SQL 2005.
In this Excel sheet you will find tabs for:
- Revenue Overview (Slicers on: Year, Period,Country, Statecode, Sectorcode, Employee)
- Revenue Costcenters and Projects (Slicers on: Year, Period,Project, Costcenter)
- Cost Costcenters and Projects (Slicers on: Year, Period,Project, Costcenter)
- Sales Account Analyze (Slicers on: Year, Period)
- Sales Employee Analyze (Slicers on: Year, Period)
- Sales Item Analyze (Slicers on: Year, Period)
- Sales Assortment Analyze (Slicers on: Year, Period)
- Top Suppliers (Slicers on: Year, Period)
- Margin Items (Slicers on: Year, Period, Assortment)
Before starting you need to have:
- MS Office Excel 2010, preferable 64 bits version.
- Globe database installed on SQL 2005 or higher.
- Power Pivot for Excel.
- Globe Reporting Views installed on your Globe database. In case you can't wait for Globe release 402. Download the script to install the views.
- Read access to the Globe Reporting Views
- Download and Open the GRV_PowerPivotGlobe excel sheet.
Now it is time to load your Globe data in your sheet. Next steps are described in my blogpost: How to change the database for your Power Pivot sheet.
- Change the database connection to your Globe database
- Update (Refresh) the the Power Pivot Window.
- Update (Refresh) the Excel sheet.
- Now you are ready to analyze your Globe administration in Power Pivot for Excel.
- Adjust the Charts, Pivots, tables etc to your own preferences.