ValQ Data Acquisition Transformation Techniques

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VALQ Data Acquisition and Transformation
Best Practices From the Field
Chandler Stevens
VP – Microsoft BI and Analytics
www.valq.com

VALQ Data Acquisition and Transformation
Best Practices From the Field
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Webinar
AGENDA & PRESENTER
Introduction to ValQ for Power BI01
Case Studies
▪ Portfolio Management
▪ Azure Cost Planner
Conclusion and Q&A
02
03 Introducing ValQ Writeback
04
Data Acquisition/Transformation
Techniques
05
Chandler Stevens
VP – Microsoft BI &
Analytics
Case Studies
• Portfolio Management
• Azure Cost Planner
Conclusion and Q&A

ABOUT VISUAL BI
ALL-IN-ONE PARTNER FOR END-TO-END BI & ANALYTICS NEEDS
Trusted by
the industry
Our
Partners
Visual BI Solutions is a leading All-in-One Business Intelligence (BI) enablement firm specializing in BI &
Analytics services, solutions, trainings and products. We have proven expertise in enabling BI & Analytics
for 100+ world’s leading brands.
Trusted by leading companies world-wide
CONSULTING SERVICES
• Strategy
• Architecture Implementation
• Managed Services
• Visualization
• Cloud Migrations
• Training
SOFTWARE PRODUCTS
• ValQ - Modern Digital Planning
• VBI View – Your Search Engine for All
Your BI Content
• VBX – Product Extensions for SAP Lumira
TRAINING
• Microsoft Power BI
• Tableau
• SAP Analytics Cloud
• SAP BW4HANA / BusinessObjects

ValQ at a Glance
Who? What? Why?
BY PERSONA BY USE CASE BY FUNCTION
C-SUITE:
Decision Makers / Planners
• Demand Planner
• Inventory Planner
• Material Planner
• Financial Planner
CEO CFO COO
CMO CRO
LOB Analysts:
• FP&A Analyst
• Operations Analyst
• Risk Analyst
• Quantitative Analyst
▪ Planning
▪ Budgeting
▪ Forecasting
▪ Re-Forecasting
▪ Business Modeling
▪ Simulations
▪ Scenario Comparison
▪ What-if Analysis
▪ Sensitivity Analysis
▪ Variance Analysis / Reporting
Finance
• Planning & Budgeting
• Reforecasting
• Variance & Portfolio
Analysis
Sales and Marketing
• Sales Performance &
Forecasting
• Territory & Quota
Planning
• Sales Incentive Planning
& Marketing ROIProcurement
• Strategic Sourcing &
Vendor Performance
• Spend & Contract
Management
Human Resources
• Headcount Planning
(Strategic)
• Workforce Demand
Planning (Operational)
• Workforce Optimization
(Financial)
Operations
• Demand, Sales &
Inventory Planning
• Production, Material &
Operation Planning
• Supply Chain
Optimization
CPO

Planning & Forecasting Perspective
ValQ vs Other Products - The Value Proposition
ACQUIRE &
INTEGRATE
ACTUAL DATA
CAPTURE
BASELINE
BUDGETS &
FORECASTS
ITERATE
&
FINALIZE
REFORECAST
REPORT & ANALYZE
VARIANCES
▪ VISUALIZE
▪ SIMULATE
▪ COLLABORATE
ACT
Other Products
Needs additional infrastructure
(database & servers)
NO additional components

Traditional vs. Modern Way
Options Available for Enterprises for Business Modeling & Simulations

VALQ – Modern Digital Planning
Bridging The Jump From BI to AI

VALQ – Modern Digital Planning
Recommended Resources on valq.com

Data Acquisition Best
Practices

Data Acquisition Best Practices
Several key decisions should be made prior to Power BI Data Modeling
Be consistent in Time Period
modeling (Monthly/Quarterly/….)
Row level Date that can be
transformed into a summarized
type
July 10, 2019 --- > Jul July 10, 2019 --- > Q3

Node Mapping

Power BI Dataset Filtering Considerations (Hide empty nodes)
Planning for null values in valQ formulas

Data Types
Hierarchy with >3 levels Decomposed measures

Data Acquisition Best Practices – Power BI Query Editor
Separate Source Data From ValQ Staging Tables
→ Ingest data from source; Clean/Remove extraneous data
→ Decide which columns are needed in the valQ model
→ Create Name/Value pairs with Unpivot Columns

Separate Source Data From ValQ Staging Tables (Continued)
→Use Reference tables from Name/Value pairs table to model timeline
→Each table is a discreet step in modeling to the appropriate timeline
Converting monthly figures to quarterly
Hourly rates left as-is

Separate Source Data From ValQ Staging Tables (Continued)
Use Append to create single valQ source table

Case Study
Portfolio Management

ValQ Case Study
Consulting Portfolio Decision Tree
Scenario: Contoso Consulting is looking
to make financial commitments
concerning the upcoming fiscal year
portfolio of consulting programs
Contoso Consulting has traditionally used
Microsoft Excel to review various
elements of their portfolio planning
across labor costs, market opportunity,
upsell and development timelines
For this upcoming year, Contoso
Consulting has modeled their planned
portfolio for Management review with
valQ across three programs: Alpha, Beta
and Continuum

Introducing ValQ Writeback
Provides The Ability to Persist ValQ Simulations Outside of Power BI

Case Study
Azure Cost Planner

ValQ Case Study
Modeling Azure Consumption

ValQ – Modern Digital Planning
Implement with Your First ValQ Solution in 5 Days
ValQ Quick Start
Visual BI Solutions will work with your analysts and data
engineering team to create a valQ report focused on your
requirements and data
You will receive hands-on readiness from our BI Experts who will
assist in the modeling and implementation of a valQ solution
Offering Deliverables
Power BI implementation of a production-ready valQ Solution
modeled from your business requirements
Knowledge transfer and training to your Business Analysts and
Data Engineers to maximize your investment in valQ for Power BI
Prerequisites
• Microsoft Power BI Pro License for each participant in the Quick Start
• Microsoft Power BI Desktop installed and available for development
on participant laptops/devices
• Access to a Power BI Service tenant (via Office 365)
• Data sources available in form of Excel spreadsheets, or existing
Power BI Datasets
• System/Network Access available for our BI experts
• Requirements for your solution available in form of an existing report
or documentation
• Identified KPIs/Metrics for the valQ model
• Formulas/Logic required for KPI calculations
Target Roles
Business Analysts who understand the requirements, KPIs, and
other metrics that are to be modeled in valQ
Data Engineers/Data Stewards who possess technical domain
expertise on the data sources of the models
Note that experience with Microsoft Power BI is required for all participants

ValQ – Modern Digital Planning
Summary and Q&A
• Leverage Power Query to transform your data for valQ modeling
• Use techniques of data filtering and appending queries to create single valQ
dataset table

www.visualbi.com
THANK YOU!
gopal
@visua
li.comChandler Stevens
chandlers@valq.com
www.visualbi.com
VP – Microsoft BI & Analytics
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