…But Don’t Expect Us to Wear Suits OK?

Got a great question in email yesterday from a potential training/consulting client.  Paraphrasing:

“…what’s the best way for our company to get the required PowerPivot/Financial analysis skills? Should we be hiring for them, developing them in-house or outsourcing them to other organizations?”

As I was replying to the email I realized this was a good topic to discuss publicly.  How should your organization find the right PowerPivot people?

The answer to this question, of course, is also quite relevant to the budding PowerPivot professional – the “Supply side” of the equation if you will – and therefore the majority of people reading this.  But I am going to approach the question from the employer side – the Demand side – because I think that’s the best way to answer the question for both parties.

Should I Outsource PowerPivot Skills?

First, let’s be specific about what we mean by “PowerPivot Skills.”  Let’s focus specifically on who I call the “PowerPivot Author.”

A PowerPivot Author:

  1. Loads data into PowerPivot
  2. Creates relationships and formulas (we can call this “modeling”)
  3. Builds reports, dashboards, etc. based on #2
  4. Shares #3 with others

NO!  Do NOT Outsource Your PowerPivot Authors!

Now that we’re clear on definitions, I do NOT think you should outsource your PowerPivot Authors! 

The true magic of PowerPivot occurs when the authors are DEEPLY EMBEDDED in your business.

Outsourcing your PowerPivot authors is no different, really, than outsourcing your modeling and reporting to a traditional BI consultant:


When You Outsource your PowerPivot Authoring (or report-building/modeling via other tools),
You Are Primarily Paying For Communication Costs!

In other words, when you outsource these activities, you pay $20 for every $1 of real insight.  And 20 hours elapsed for every 1 hour of real insight.

Those aren’t good ratios.  But in fairness, that’s the case with ANY technical project when the subject matter expert (the “biz” expert) and the tools expert aren’t the same person – even if those two people both work for your company.  (Software engineering at Microsoft exhibits this same communication ratio as well.)

With PowerPivot, we have that rarest of opportunities – to combine the tools expert and the subject matter expert in one brain!


With PowerPivot, the Subject Matter Expert and the Tools Expert Can Be the Same Person!
The Results Are About 20x Faster AND Cheaper.  (No, I am not kidding).
You Can’t Typically Get This Via Outsourcing.

So when it comes to PowerPivot Authors, my resounding recommendation is to Hire or Grow them.

Wait, Can I Outsource Other Parts of My PowerPivot System?

Yes, absolutely.  This is an option in three primary places:

1) Data Stewardship – a little investment in the database layer can deliver a lot of value.  The cooperation of a database professional is like a force multiplier for your PowerPivot Authors, a way to further turbocharge their powers. I’ve written about this here and here.

If you have database people on staff, perfect!  Keep them!  And introduce them to your PowerPivot Authors.

If you lack that kind of expertise, no worries – PowerPivot will still return huge dividends.  Just know that if you add this ingredient later, you will see even greater results, and the investment is very much worth it. 

This is a natural place to involve a BI or database consulting firm – building, extending, and maintaining your data layer, but not in building your models and reports.

2) SharePoint – a friend of mine at Microsoft recently likened SharePoint to the Spanish Inquisition of Monty Python fame.  As in, “no one expects the SharePoint Inquisition!” 

If you plan to use the server side benefits of PowerPivot (which ultimately, everyone should), and can outsource the SharePoint component – either by hiring consultants or moving the entire SharePoint layer to the cloud – I highly recommend it.

Unlike the PowerPivot Authors, SharePoint is one place where growing/hiring in-house expertise is the wrong thing to do.  It just takes entirely too long.  And once you finally find or develop a competent SharePoint admin, they leave for a consulting firm.

If you can outsource SharePoint, do so.

3) Training and Jumpstarts –  this is, after all, a big way that I am earning a living while I assemble my next venture.  And I don’t like doing things unless they deliver a lot of value.  They must be things I believe in personally.

(In fact, this blog post is likely to result in me not being hired to do the consulting gig in question, because the questions asked of me in the email yesterday are largely being answered here in this blog post.  Doesn’t make sense, to me, to try to charge lots of money for something that I can reasonably capture in a few paragraphs of text.  The deeper dives are what you hire me for.)

Sometime in the Fall I am likely to “retire” from the training biz.  And I am figuring out what is going to happen to my training biz at that point.

No matter what you do here though, I recommend an emphasis on training rather than on hiring a consultant to build your model and report for you.  The old adage about learning to fish.

OK, Back to the Authors.  What Makes a Good Author?

Hey, I’m glad you asked.

Below I list the attributes of an ideal PowerPivot author, which sets the bar a little higher than good, but makes sure your compass is pointing in the right direction.  You do not have to reach the North Pole in order to be Traveling North.

  1. They know Excel.  Obvious, right?  But how well do they need to know it?  Two good signs are a) they are comfortable creating pivots and b) they are comfortable with the existing Excel functions VLOOKUP and SUMIF.  If someone isn’t proficient with those three things, it does NOT mean they can’t learn PowerPivot.  But I like their chances a lot better if they ARE proficient with those things.
  2. They are a good (and efficient) communicator.  Don’t overlook this attribute!  Your Authors are going to be liaisons – diplomats of a sort who circulate quite a bit.  And communication is a two-way street – they need to “send” and “receive” reasonably well.  How do you gauge these things?  Well, you talk to them about something meaningful – something relevant to the business.  Is it an easy conversation?  Do you struggle to understand each other?  Does the conversation take 30 minutes when it should take 2 minutes?  Just get a feel for them.  (And if YOU yourself struggle with communication, get someone else to be the judge of this, heh heh).
  3. They ask good questions.  Good questions about the biz.  Good questions about the data.  In general, they are comfortable asking questions, and are practiced at it.  Ultimately we need people who make good statements as well – “I believe X based on the data,” for instance – but you don’t arrive at statements without asking questions.  (This was, by the way, one of the themes of Steven Levy’s talk at PASSBACON – find people who ask good questions).
  4. They are curious about data, or otherwise just enjoy data.  This is one of those “you have it or you don’t” kind of traits and is not something that is likely to be learned over time.  Of course, if someone has never been exposed to the world of data, they may just have never discovered how much they enjoy it!  But if you’ve been around data for a few years and have never “caught the disease,” chances are, you’re immune.  Which is fine – only about 5-10% of humans are susceptible to Data Fever.
  5. They are primed for continuous refinement and improvement.  For one thing, they admit mistakes, but it doesn’t stop there.  Always hungry for Better.  The dashboard they created in Month Two may have Changed the World, and absolutely revolutionized your business.  But they come back in Month Six and say “You know what, I’ve come to realize that dashboard sucks.  What if we did this instead?”  And you find yourself nodding, like “how did we survive four long months without dashboard v2?”
  6. They understand that not everyone else meets the criteria above.  We are Data Nerds because the rest of the world is not.  Our job is to make things simple for the Others, who do NOT want to be exposed to our world full of pointy functions, formulas, relationships, and field lists.  If your PowerPivot Author gets upset at the dashboard/report consumers for “not doing it right” or “not getting it,” they are pointing the finger in the wrong direction.  See also points 8 and 9 below.
  7. They are already deeply versed in the Business, or can become so.  Absolutely Critical.  This is not a tech role you are filling.  They see things through the eyes of the business.
  8. They have some semblance of aesthetic skill.  For the record, I am not so good at making things pretty.  Many Excel Pros are MUCH better at this than I.  And yet…  most Excel Pros completely ignore this today.  I think I’m no worse than 85th percentile, which is not a good sign folks.  So I think you’re less likely to find someone who passes this test today, assuming they pass the others.  But hopefully they are willing to learn.  Because people much prefer to consume pretty dashboards and reports.
  9. They can place themselves in the shoes of the consumers.  When you build a report or dashboard, you are actually building an application.  People don’t just look at it, they use it.  How do they use it?  What kinds of questions are they trying to answer?  Could the report/dashboard be designed differently, to make those workflows more efficient/accurate/enjoyable?  For most Excel Pros, this is a New Frontier – a completely foreign way of thinking.  Seeing things through the eyes and workflows of your audience is a paradigm shift, but it’s VERY satisfying and stimulating.  Foster it, encourage it, practice it.

Phew, that’s enough for today.  Thoughts?  Questions?  Bring ‘em on!  I find this to be a fascinating topic and would love to see some discussion.