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Welcome!

A bit about me

Business Analyst in Chicago
Micrsoft MOS Excel Expert, Qlik Sense Certified Data Architect & R Stats Nerd


With experience in financial planning & analysis (FP&A), public accounting, enterprise performance management (EPM) software implementation & on both MS SQL Server & SAP Netweaver platforms, I can help bring a deeper level of understanding to the "how's and why's" to get the best ROI out of your data investment.


What are business intelligence? (BI) and enterprise performance management (EPM)?

Profile

Garrett Charles Tedeman

Personal info

GARRETT CHARLES TEDEMAN

A few personal details. More credentials here.

Phone number: (630) 730-5305
Skype--> Tedemang
E-mail: Garrett@TedemanCPA.com

RÉSUMÉ

How I got here


Experience

  • 2014-future

    Garrett Tedeman, CPA » Independent Consultant

    With experience in accounting, financial analysis, and financial reporting systems implementation, including SQL & OLAP/MDX coding, now working independently to help businesses with technology.

    Since December, 2016, have been focused on learning Qlik Sense and updated tools for business intelligence / business analytics, including QlikView, Tableau, SQL, and R.

  • 2015-pres.

    St. Augustine College » (part-time) QuickBooks Instructor

    For St. Augustine's Institute for Workforce Education (iwetraining.com), have conducted over 160 hours of in-person training on Accounting and QuickBooks covering most basic functions from company set-up to receivables, basic reporting, and bank reconciliation. Also, have prepared lesson plans, quizzes, student assessments, and presentation materials (instructional design), to support learning objectives.

  • 2011-2013

    PricewaterhouseCoopers, LLP (PwC) » Senior Associate Consultant

    Conducted design sessions & implemented SAP BusinessObjects Planning & Consolidation (SAP BPC) on both Microsoft / SQL Server-based and SAP Netweaver environments. Designed & configured custom planning applications, including developing logic scripts for costing allocation and financial consolidation. Led small teams to document and train business users and analysts for several full-cycle roll-outs.

  • 2009-2011

    HCL-Axon » Managing Consultant

    Completed several full-cycle implementations using SAP BPC on both SAP Netweaver and MS SQL Server platforms. Assignments included client-facing design sessions, prepared & reviewed design documents and Statements of Work. ETL configuration for data export/import, SQL & MDX scripting, dimension configuration, customized Excel-based dashboards & reports, sync'ing with SAP BI/BEx

  • 2006-2008

    The Glenture Group » senior consultant

    Completed several full-cycle implementations using SAP BPC on both SAP Netweaver and MS SQL Server platforms. Assignments included data export/import, filtering & formatting, dimension configuration, customized Excel-based dashboards & reports, pivot tables, formulas, error troubleshooting, BPC script logic (SQL/OLAP), implementation and testing, as well as having conducted in-person training on completed applications

  • 2000-2005

    Verizon, Storck, Robert Half, etc. » Financial Analyst (contracts)

    Following graduate school, again began accumulating experience in temp. projects from staff accountant to commerical web development, and later in Chicago as financial analyst from 2002 to 2005. Used advanced Excel skills, general ledger accounting, budgets & forecasting, SQL Server, Cognos, Hyperion analytics, and SAP FI/CO reporting during implementations, including profitability analysis (CO-PA)

Education

  • 2017-July

    Data Science Specialization « Coursera / Johns Hopkins University

    In-process. Highlights using R programming for data cleaning, preparation, and visualization. ...Great info. to build from here and Qlik's open API's allow direct calls to R scripting (and Python) for statistics, predictive analytics, etc.

  • 2017-Feb

    Qlik Sense Certified Data Architect « Qlik

    (The successor to QlikView, Qlik Sense is a cloud-based solution for Business Intelligence.)

  • 2016

    Microsoft Office Master « Microsoft

    MOS Excel 2013 Expert, MOS Access 2013 & MOS Word 2013

  • 2015

    Advanced Certified QuickBooks ProAdvisor « Intuit

    QuickBooks Online

    Also Xero Certified Advisor in Nov. 2015

  • 2009

    Microsoft Certified Technical Specialist « Microsoft

    PerformancePoint Server (on SQL Server)

  • 2003

    Certified Public Accountant « State of Illinois

  • 2000

    Microsoft Certified Systems Engineer « Microsoft

    Windows NT 4.0

  • 1998-2000

    Michigan State University « degree: MBA

    Concentrations in Operations Mgmt. and Information Systems
    Info. Systems Classes included: C/C++, Javascript, Database Theory/SQL, & ColdFusion

  • 1993-1998

    Florida Atlantic University « degree: B.S. Accounting

    Also significant coursework in math, systems & chemistry (I'm a science-nerd at heart)

Other Stats

nature buff
94 ft
deepest scuba
avid runner
88 min
Hot Choc. 15K (Nov. 2012)
museum nerd
>3.5K
photos taken of Rome & Greece

Portfolio

Some Recent Projects -- More to Come!


Thursday, July 27, 2017

SQL Bootcamp



Whatever your focus is when working with data, it helps to know your SQL.  So, enjoying this brush-up from the "Complete SQL Bootcamp" on www.Udemy.com.

In this example using PostgreSQL, it shows how the WHERE clause is used before the HAVING clause.  ...Why?  Well, the HAVING clause was added in SQL to allow selection/filtering by the *grouped* amounts (in this case, aggregated by AVG()), while WHERE filters from the originally-selected records.





Key SQL Note:  Reminder of how different data-types work (in PostgreSQL)






Key SQL Note:  Maybe best diagram of effect of different JOIN-types







Key SQL Note:  Subqueries



















Monday, July 24, 2017

Data Science From Coursera.org and Johns Hopkins


Always learning! Enrolled today in what may be the single best online Data Science course anywhere. ...Offered through www.Coursera.org & Johns Hopkins Univ. #data #rstats #Analytics

Have done a bit of work already with R (including "Beginning R for Excel Users" on LinkedIn), and since it's the best language for data/statistics analysis. But, this course offers a comprehensive overall framework that can be practically applied to other life science applications, social science, and yes, the wonderful world of business analytics.

Sidenote1:  It seems like all the latest business intelligence applications have in-memory analysis, dimensional analysis, and tools that are similar, or follow similar methodology to R. ...This includes Tableau, Microsoft's DAX, and (my preference), QlikView & Qlik Sense.

Sidenote2:  Graph below was my first R visualization a few months ago, showing in just a few lines of code, a comparison bar chart of recent train station renovations here with Chicago's CTA (the "L").  ...Let's see if there's even better to come!





Friday, July 14, 2017

UN Scatterplot (Animated)

Saw this tremendous TED Talk which was one of the first to really use what's now called "Big Data" to show economic development trends. It's really such a fantastic presentation, that this time was inspired to load some data into #QlikView (which has an animated chart feature), and give it a go. In this data from the UN & World Bank, you can see how life expectancy of many countries improves from 1970 to 2010, as Gross Domestic Product (GDP) improves. This is due to improved access to food, healthcare, maternity & pre-natal care, vaccinations against common disease, and proper sanitation, etc. ...But also, it shows two parts of something even more interesting. Specifically, that (A.) the improvements to life expectancy start to peter-out after about 70 yrs. of age, and (B.) very significant improvements in the so called "Developing World" happened between 1980 and 2000, approximately. For instance, the populations of China & India (big yellow bubbles), made dramatic advancements over that time. ...All fascinating stuff!

video

(~ 18 min.)

Sunday, July 9, 2017

Global Warming

First sample of using Qlik Sense to chart global temperature anomalies, this time using data directly from the NASA Goddard Space Institute. This data set is perhaps their most highly-recommend, publicly-available reference point.

In this chart, I'm only showing anomalies by latitude from North Pole to South Pole since 1980 and thru 2016. However, in the full-detail, official chart (attached), you can see data all the way back to 1880. This will be the 1st part of a 3-part series I'll be posting. In the 2nd part, I'll try to include the carbon dioxide and methane (CO2 & CH4), atmospheric concentrations, in parts per million. ...Qlik Sense could then show how data is associated. Finally, in 3rd part, I'd like to show Qlik's new ability to connect directly to statistical analytics using R for this data set.






Please visit NASA's Goddard Space Science Temperature Analysis Center for more info., including the best, publicly-available data in .txt & .csv format for easy download:






Another Chart from Reddit.com/r/DataIsBeautiful





Saturday, July 1, 2017

QlikView_Server_and_Publisher

This past weekend, it was time for an extra effort on Saturday to finish (another) course from Udemy.com, this time focusing on QlikView's Server & Publisher.  This course might not be directly applicable for an analyst, but understanding the background and architecture of the system overall is always one of those things that can allow you to make more effective contributions.  Also, it's probably fair to say that this kind of course gives more understanding of Qlik's approach to organizing and delivering their solution.

Diagram of QlikView Server Components



Once again, it was pretty remarkable just how comprehensive the framework was for being able to address issues with the highest-level, most flexible, and (from my own perspective), most configurable set of tools for business analysis and intelligence.  For example, all the options to control logging of various kinds, including the "verbosity" or level-of-detail granularity are amazing.  ...Or to put it a bit differently, in an enterprise-level setting, my experience has been that having these options available to assign memory, CPU, security, disk, and other resource parameters to certain priorities is crucial for true effectiveness -- not to mention seeing examples of loading the log files into QlikView for analysis as well.

QlikView Services Running


Also, there were some components like the AccessPoint in which (it seems), you can see how things were being evolved towards the new-generation solutions being used like Qlik Sense's Developer Hub and Qlik Cloud.  ...Lastly, can also see how Publisher ===> NPrinting.

QlkView AccessPoint vs. NPrinting



So, all of this is very good information, efficiently delivered in 8 hrs. of presentations (which might take around 2X that time to really review over a few days), and I really have to say that again online courses like this are really valuable to gain exposure to important topics, as well as a quick review of some other key items like the Inline Data Wizard (which Qlik Sense doesn't have yet), and the usage of multi-tier QVD layering to build-out really powerful solutions:





Completed 07/01/2017 -- QlikView Server & Publisher (8 Hrs. - www.Udemy.com)







Monday, June 26, 2017

Social Progress

Newly-updated study, including over 50 measures of social wellbeing shows many other countries out-perform the U.S. when it comes to everything from learning opportunities, to infant mortality, to vaccination rates, adult literacy rates, economic mobility, obesity, violence, and yes, even democratic representation.
Notably, while the U.S. outspends all other Western countries in other priorities, such as on defense & security concerns, we continue to reduce our investments in almost every institution that supports health, education, research, and diplomacy.
Well, this data is more and more solid all the time, so here's a few charts to illustrate. For any interested in either the Bloomberg.com data or the latest from www.SocialProgressIndex.com, can't recommend highly enough.
Illustration of Social Progress (Y-axis) vs. Gini Coefficient (X-axis)

Map Courtesy of www.SocialProgress.org


Recommended References for Qlik

Among the main sources of reference to try to learn how Qlik approaches the entire framework of business intelligence (BI), and analytics, the following books have been key resources:



Also, have to say that since QlikView was such a mature product, there's a vast amount of material which is a key resource for Qlik Sense, since a lot/most of it applies.  

Qlik Community site

Example Study Slide:  Perfect Keys & Subset Ratios

Example Slide:  Preceding Load


Trip to Bali - and Qlik for Scuba

Over the Winter period (which here in Chicago really is a lot of "fun"), due to timing, it was necessary to really dig-in and study-up on Qlik and other BI technology.  In fact, it was actually a rather arduous process, due to having a touch of the flu(?) in January, a record-setting overall lack of sunlight, and the nature of my goal, which was nothing less than the Qlik Sense Data Architect certification.

Frankly, doing all of this on your own is probably not the recommended way.  But, I felt that it was necessary and thankfully, due to having a sizable amount of experience already, albeit in SAP BPC, etc., there really weren't any barriers except time & energy to pursue studying.

At any rate, my poor wife had to endure putting up with me during this whole intense period and so, I promised that (budget permitting), if the exam could be passed, we'd take a trip.  ...Well, without hesitation, she announced that she'd been working on a little program, this time to Bangkok, Thailand, then Cambodia for the ruins at Angkor Wat, following-up with 6 nights in Bali, and concluding with one last night in Tokyo on the way back. Great photos below.

Bonus:  During the flight, I was able to transfer the data from my scuba dive computer to Qlik Sense for a series of these charts (they're included in my Resume App, if interested on www.QlikCloud.com):


Data from first dive -- USS Liberty Wreck at Tulamben



Example of other data loaded to app - This from 2013 dive at Pearl Lake, IL



Why not?  ...From Bali - Manta Point, Nusa Penida


Please pardon the photo-slide show here, but all of this is pretty fantastic stuff to see:

Standing Watch with the "Demon Guardians" of the Buddha at Grand Palace, Bangkok



South entrance to Angkor Wat (yes, it was at hot as it looks)


Deep Relief Carvings at the Elephants Terrace 

At Ta Prohm Temple (Featured in "Tomb Raider" movies)

Last night in Tokyo

Last night in Tokyo

At the Wat Pho (Reclining Buddha) -- Bangkok






Saturday, May 20, 2017

Fed_Budget_50_Yrs

With Qlik Sense's ability to incorporate, analyze, & visualize many different types of data, I always had an idea to look at some data from the U.S. Federal Budget.  Obviously, there are many different things that could be learned there.

Well, I happened to see a batch of data at CBO.gov that was recently(?) updated to include an even 50 years (nice, round number), from 1967 thru 2016, and that seemed like a perfect opportunity to try the Color-by-Measure feature, as you could see here in the 2nd chart:



As you can see, over the past 50 years since 1967, perhaps the two (2), biggest key stories are (A.) the shifting of the tax burden from corporations to individuals (this deserves its own blog post), and (B.) the actual decline of the % of discretionary spending to the military.

In all fairness, I'm very biased in this to point out that military spending is such a huge fraction of the budget.  In fact, it's probably more that 1/2 of all U.S. discretionary spending, as detailed in a previous blog post using Google Data Studio (see below).  ...But, what was really amazing, and in many years of looking/analyzing federal budget data, I never noticed until using Qlik Sense and the Color-by-Measure feature, is that the % actually decreased(!) from 1967.  ...That is, in the '60's, and later again under the Reagan build-up, in the '80's the % of discretionary spending was actually much *higher* than 1/2.

If you look back up at the dark-colored zones above, they are colored based on the "stated" or "official" %-of-spending figures from www.CBO.gov.  ...It turns out that this % could be as high as 70-80% or more during these periods.

All of this was frankly astounding.  Dear reader, I'd like to hope that whatever your budgetary/political inclinations might be, that you cannot find a logical or rational argument that we should be spending over $600 Billion a year on the military and only $17 Billion on, for instance NASA. ...and again, not only is spending on almost every domestic program, from health to education, to diplomacy, to research proven to have much more powerful economic benefits (i.e. the "money multiplier", etc.), but they still stand at a fraction of the military spending total.




To learn on all of this, please visit www.CBO.gov, or the National Priorities Project at:






Saturday, February 11, 2017

Qlik Sense Data Architect



Passed!!

2/10/2016 -- Qlik Sense Certified Data Architect

In the newer, more recent, cloud-based software, ranging from accounting to Microsoft Office apps, I eventually saw that there was a next-gen approach to BI as well.

In fact, the tools now available are so much more capable and powerful than in the past, that I started to get really excited to work with them again.  From (truly functional) dashboards, to proper methods for statistical analysis and financial reporting, so many goals that were either impossible or non-feasible, are now finally available.  ...In fact, they're now available via cloud-based, secured, options that are fully standards-compliant on almost any device.

It's all pretty fantastic, and of course, there are several different software applications these days in the dynamic fields of business intelligence and data analysis.  But, allow to me to present perhaps the most capable of all of them, especially for enterprise-ready business discovery:  Qlik Sense.

In its previous incarnation as the desktop-oriented Qlikview, there already was a very mature and capable mechanism.  But, now with cloud-based, and HTML5 web capabilities and extensions, Qlik Sense is even more exciting!


Qlik Sense Certification

___________________________________________________




Tuesday, January 3, 2017

Certificate in Qlik Sense

Naturally, following completion of the "Become a QlikView Developer from Scratch" course, next up was "Certificate in Qlik Sense Analytics Development", which is also an outstanding series of presentations from Paul Scotchford another great instructor on www.Udemy.com, but of course, this time focusing on Qlik Sense.

The course consisted of about 100 mini-lecture presentations, from 3 min. to 20 min. each (about 13 hrs. in total), with quizzes and exercises.  In my case, there was a certain portion of the exercises that I didn't repeat (since had previously done similar in the QlikView course).  But, overall the material was so good that I considered it almost like a "Christmas present" that these courses, through Udemy, in basically a MOOC-format are just so valuable as you can take parts & pieces, pause them, speed-up, or repeat as needed to reinforce certain concepts.

Fair to say that I'm all in favor of online learning in general, but these (and similar from Khan Academy, Coursera, etc.), are truly a wonderful development.  Again, took about a week of more-or-less focused effort to finish-up (Online Link):















Sunday, January 1, 2017

Bi-and-EPM


Sample Diagram of EPM Components (SAP):

Sample diagram of EPM components from www.SAP.com/EPM


A modern enterprise relies to a wide range of many data sources, ranging from financial systems, to operational metrics, to social & customer relational KPI's, to supply-chain, and even general-purpose economic indicators, such as interest rates or currency exchange rates.

To support evidence-based decision making and effective management approaches such as continuous improvement, some key challenges include the integration, governance &  presentation of so many types of data.  Today, and in particular with cloud-based options and open API's, there are an unprecedented range of tools that now allow solutions that were either impossible, prohibitively time-consuming, or not affordable up until very recently.

Building on the foundations of financial planning & analysis (FP&A), and typically incorporating operational and/or sales metrics, the development of business intelligence (BI), sought to combine these important data sources to yield the next level of insights for effective management or development of decision support systems.

Sample diagram:  Oracle/Hyperion


By also adding Strategy elements and including metrics to help align efforts to maximize results, Corporate Performance Management (CPM), or Enterprise Performance Management (EPM), went even further and defined a "closed-loop" process of six semi-standard steps, as per Kaplan & Norton's definition:

1. Strategy Development
2. Strategy Translation
3. Organization Alignment
4. Operations Planning
5. Learning & Monitoring
6. Testing & Adaptation

While all steps might not apply to all firms in all cases, EPM's framework can be adapted to suit most organizations, and includes a set of process technologies such as strategy maps, balanced scorecards, budget & forecast variance analysis, business valuation/market cap, rolling forecasts, sales pipelines, customer relationship/social metrics (CRM), and even extending to corporate social responsibility (CSR).  ...Lastly, the process of integrating data sources from across and enterprise include managing data quality and governance, so that the presentation of these data can be focused on the highest current priorities, as defined in the strategy development, thus closing the loop to hopefully cycle through the process again in the most agile-friendly fashion.


Enterprise Performance Management (EPM) is the process of monitoring performance across the enterprise with the goal of improving business performance. An EPM system integrates and analyzes data from many sources, including, but not limited to, e-commerce systems, front-office and back-office applications, data warehouses and external data sources. Advanced EPM systems can support many performance methodologies such as the balanced scorecard.
          --Gartner Group



Note:  Over time, several of the more technical & specific functions of financial consolidation, financial close management, and disclosure, etc. have evolved to be kept separate from some of the more adaptable and flexible elements above.  In fact, in 2015, the Gartner Group described the "Breakup of the CPM Suite", into so-called Financial & Strategic parts ("FCPM" and "SCPM"), which would then allow optimal or best-of-breed products to be leveraged as necessary to facilitate control on the financial-specific side, yet also enable flexibility for the strategic.  ...This site, due to time/space, will have to focus on the SCPM-side, so to speak, but for any interested in new, fantastic, cloud-based tools for complex financial consolidation, please take a look at www.Workiva.com and SAP's own recommendation, www.Blackline.com.  Hopefully, at some point I'll have a chance to post about them in the future as well.

Full Screenshot



More on this:
https://www.gartner.com/doc/3101017?ref=SiteSearch&sthkw=breakup%20of%20cpm%20suite&fnl=search&srcId=1-3478922254

https://kellblog.com/2016/06/02/the-new-split-cpm-magic-quadrants-from-gartner/



References:

https://en.wikipedia.org/wiki/Enterprise_performance_management


https://www.techopedia.com/definition/29216/enterprise-performance-management-epm

https://en.wikipedia.org/wiki/Strategy_map

https://en.wikipedia.org/wiki/Executive_information_system

http://www.gartner.com/it-glossary/epm-enterprise-performance-management

https://www.sap.com/products/analytics/performance-management-epm.html

https://www.oracle.com/applications/performance-management/index.html

http://www-01.ibm.com/software/analytics/learn-center/index.jsp?path=Business/Finance/Finanancial-Performance-Management/&featured=420



Additional Reference Diagram (Oracle Hyperion):




Full Explainer Slide from SAP referenced above:




Thursday, December 22, 2016

QlikView Developer from Scratch

After talking/discussing with some former colleagues the concept of doing business intelligence work again, after having tried-out preparing some data with several of the best available applications, from Excel to Tableau, to Google Data Studio, to R & Python (as detailed in prior blog posts), I spent a good portion of the Thanksgiving Holiday basically holed-up studying how Qlik's approach to BI is different.

Additionally, earlier in November there was a workshop for beginning users to build you first Qlik Sense app, and after trying out some things, I was really learning a lot:

Qlik Sense Workshop at the Standard Club in Chicago (11.08.16)

So, over the Thanksgiving Holidays, my wife & I made a short trip back to South Florida to see the family.  She attended a conference, but for most of those 3-4 days, I spent speed-reading the first of several Qlik-related and BI-related textbooks, which were great and I really felt like -- maybe for the first time ever -- a lot of the "missing pieces" that we were not able to implement in the past were possible.

In December, with re-doubled effort and focus on learning the fundamentals, I found and completed this fantastic course offered on www.Udemy.com, called "Become a QlikView Developer from Scratch", and I still think that (a.) it might be the best possible starting point, and (b.) the instructor, Shilpan Patel (https://www.linkedin.com/in/shilpan-patel-93649415/) is not only among the most knowledgeable out there, but really great at presenting this kind of information:







The course have about about 7 hrs., in total, of mini-lecture presentations & quizzes.  In combination with the exercises (i.e. "homework), it can be completed by most over a few days.  ...However, in my case, I spent a bit longer to do the exercise samples with both QlikView and Qlik Sense to try to achieve the same result.  Since the basic framework carries over, this was relatively straightforward, but it gave some of the hands-on practice I was looking for to get more comfortable with the whole "Qlik Approach", so to speak.

On 12/22, was able to finish-up (Online Link):




Services

How I Can Help


In-Person

Providing classroom and on-site presentations.

Freelance

Available for freelance data analysis and/or business intelligence projects.

Passionate

Committed to helping find solutions.

Contact

Garrett's Calendar ---> Book Free 30-min. Consultation


Send a quick question here:

Address/Street

1400 N Lake Shore Drive #3C

Chicago, IL

Phone Number

(630) 730-5305

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