Companies often have valuable operational and financial data stored in multiple systems and have to create reports by combining this data. For example, a retailer may have customer demographic data such as customer location, gender, employment status and home ownership stored in
After you install PowerPivot, you will see a PowerPivot tab on the Ribbon in Excel. When you click the PowerPivot tab, you see the following buttons.
PowerPivot tab in Excel
Clicking on the PowerPivot Window button opens the PowerPivot window and displays the following options.
Home tab after clicking on PowerPivot Window button
You can now import data from external data sources such as SQL Server, SQL Server Analysis Services, Microsoft Access, Microsoft Excel and text files.
In the following example, the company has the customer, customer address and sales data stored in the ERP system. It maintains sales territories in the Dynamics CRM system. It has also created a custom entity in Dynamics CRM to maintain the mapping from State/Province to sales territory. For example, Alaska (AK) is in the Northwest territory and California (CA) is in the Southwest territory.
The company has imported the customer, customer address and sales data from ERP and Territory data and State/Province to Territory mapping from CRM into PowerPivot. It has also created the following relationships:
- Customer Address to State/Province (based on State/Province)
- State/Province to Territory (based on Territory)
PowerPivot enables you to manage relationships between tables in PowerPivot based on common data elements. The following screen shots illustrate this feature.
Relationship between Customer Address and State/Province based on StateProvinceID.
Relationship between State/Province and Territory based on TerritoryID.
Now you are ready to do the analysis by combining data from both sources.
PowerPivot for Excel enables you to analyze Sales by Territory by combining data from ERP and CRM.
In summary, PowerPivot for Excel enables you to create reports based on data residing in multiple systems and tables using the tool you are already familiar with. You can download the PowerPivot for Excel 2010
This post is written by Abi Shende. Abi is a Team Leader in Microsoft Dynamics CRM with
By Ignify, a Microsoft Dynamics CRM partner in California