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A bit about me

Financial Consultant in Chicago
Micrsoft MOS Excel Expert, SAP BPC specialist, Qlik Sense Certified Data Architect & Power BI enthusiast

With experience in financial planning & analysis (FP&A), public accounting, & business intelligence consulting, I can add value to many aspects across the financial reporting process.

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


Garrett Charles Tedeman

Personal info


A few personal details. More credentials here.

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


How I got here


  • 2015-present

    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-present

    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)


  • 2017-Nov

    Microsoft Certified Professional « Microsoft

    SQL Server, and the Microsoft Data Platform's focus on moving things to the cloud with Azure, as well as emphasis on configuring business intelligence solutions with SSIS, dimensions/measures, and in-memory technology

  • 2017-July

    Data Science Specialization « Coursera / Johns Hopkins University

    Highlight 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
photos taken of Rome & Greece


Some Recent Projects -- More to Come!

Wednesday, March 28, 2018

Financial Modeling with Modano

This week finally had a chance to dig-in on one of the neatest tools anywhere. For anyone that's ever worked with financial models in Excel, they have tremendous flexibility to quickly do a lot of things, but they also do need to have some structure. And of course, as they grow and/or scale-out, you need it even more.
Additionally, there's a whole range of best practices, from formatting to notes & review checks, to meta-data that you're going to need that gets more and more time consuming to try to update, much less build-out as model evolves.
Enter Modano (www.Modano.com), which helps to address many of these issues and facilitate the development of standards-based spreadsheet models for financial projections and business planning. ...Here are just a few highlights that hopefully, I'll be able to supplement with more this week -- and in the future possibly using with tools like Power BI for more visuals & sharing options, etc.

Tuesday, March 20, 2018

Intro SAP BPC 10.1

A few weeks ago, saw this nifty, new course on BPC with a focus on v. 10.1, including coverage of the EPM Add-in, dimension admin, and report sheet options. So, when time permitted was really looking forward to digging into some of the updates/changes from BPC's older v. 7.0/7.5, and it's fascinating to see how SAP is evolving the product to (A.) preserve the key functionality that used to be so valuable, but at the same time (B.) positioning things to leverage newer, more powerful capabilities for embedded BW in HANA, cloud, and expanded analytics.
Definitely another great addition to a world of content available for those nerds (ahem, let's go with "autodidacts"), among us to explore at Udemy.com, and a good intro for those looking to get exposure to BPC in general.

Saturday, March 3, 2018

Power BI Demo App

First samples of #PowerBI dashboard app are ready at last.
The great thing about Microsoft Power BIis that it's organized as a way to get business intelligence capabilities out to a wide audience of general business users.

This sample is a demo or proof-of-concept of an IT Dept. management dashboard to illustrate how exec's can optimize value, and present that to the rest of the organization. But, it's a great example of a "general use case" for how Power BI can present/display/illustrate a variety of info.

An app. like this can even be set-up as a "pitch book" to walk through Intro, background, market summary, the dashboard itself, and reference links for follow-up. ...An absolutely "powerful" feature set to get out there!  

To see Power BI demo "live": http://bit.ly/2F2RltV

Monday, December 11, 2017

Power BI Certification

Hey - Pretty Neat!  (12.10.17)

Maybe not the biggest or most heavy-duty certifications that I've worked on recently, but it really was one of the best "bang-for-the-buck", at least, in terms of ROI for time/effort invested. ...Excel, and links from Power Query & other components to Power BI, both from desktop and the cloud-based version were definitely highlights. All fantastic.
Now, I've got to go put some samples together to show what these can do!
P.s. EdX.org has a wide variety of awesome courses available on-demand. Almost all are very high-quality content, including videos, reading, quizzes/knowledge checks, and labs/exercises for graded completion. ...In general, most are available for free or nominal cost. Most also offer pretty-nifty ID-verified certificates like this one for around $99 / course (the funds go to help provide others with access to this great course material).

Wednesday, December 6, 2017

The Power BI Community

One of the best & most important elements about how Microsoft has rolled-out their data platform products, perhaps most prominently with #PowerBI, is their support for building an engaged group of users, analysts, & developers. ...The plain fact is that (real) knowledge discovery is done collaboratively, so there really is no more important part of business intelligence than linking-up with others.

Most modern software vendors have seen the importance of user/community engagement, but I felt like highlighting MS's efforts on this for this post since (A.) they've really gotten "back to their roots" with things like this, and (B.) ...really, just think about it, how often do organizations have the foresight to make such positive changes? ...So, let's give credit where it's due. Here are just a few of the key links as examples of how much Microsoft has committed to this crucial element of their business intelligence & data platform with Power BI:
Hope you liked these, or at least had a chance to take a quick look. More to come!

Saturday, November 18, 2017

An MCP Again (Now with SQL Server 2016)

It's been a massive effort over the past several weeks to both brush-up and catch-up with a lot of the latest with SQL Server, but especially for data warehousing & business intelligence, the Microsoft Data Platform has really evolved in the past few years.
So, I've been more and more exited to learn about the new variety of enterprise-grade tools & components. From upgrades to SSMS to the evolution of the former BI Development Studio ("BIDS"), into SQL Data Tools, and all the advancements in Integration Services (SSIS), Master Data Services, Data Quality Services, and Azure, the Microsoft Data Platform comprises a truly capable foundation on which to build the latest & greatest solutions.
From my first MCP certification in May, 1999, to PerformancePoint Server in 2009, to Microsoft Office Excel Expert in 2016, and now with Implementing Data Warehouses with SQL Server 2016, I'm always fascinated to have the chance to learn how these tools can be applied to offer insight on practical business issues.

Thursday, September 21, 2017

MVA SQL Fundamentals and Data Warehouses

Between a couple of things this week, wrapped-up two more great classes, this time through Microsoft's "MVA" Academy with a bit more in-depth work on SQL Server, and including how-to's & exercises to configure business intelligence data warehouse solutions using the latest versions. ...Really have to say that SQL Server has come a long way with the 2012-2016 versions. Total of about 11 hrs. of videos & assessments, but did the exercises and follow-up over about 4-5 days.
Integration Services has become much more of a mature product to use for BI and to support up-to-date or even real time analytics. Also, the addition of Master Data Services and Data Quality Services shows some real promise (although only tested those on 2012 version so far).

Wednesday, September 13, 2017

Digging-in on SQL Server

A good analyst's skillset should have a solid foundation in databases and SQL. So, when time permits, always looking to brush-up in that department, and recently have had the chance to really dig-in on study & practice with more advanced multi-join queries, aggregation, T-SQL date & string functions, as well as refreshing some old background with SQL Server Integration Services (SSIS). ...Anyone remember when those were called "DTS Packages" (data transformation services)?

These days at least, SQL Server and its Data Tools components are freely downloadable, so was able to do some practice with SSMS 2008, and then the rest with SQL 2016 and SSMS 2017. ...More to come for sure.

One of my Review Slides for Wildcard String-Selections

Great Review Slide for Right Joins

Tuesday, August 29, 2017


Today's analytics applications just continue to amaze.  Just wanted to post a couple of quick-takes from a Tableau course that I'm taking via www.Udemy.com, which really is a fantastic resource.  As a big, long-time fan of online training, the benefits are significant, especially in terms of efficient knowlege-transfer.  From being able to stop-start the videos, to taking notes & screenshots, to speed-up/slow-down the replays, to following along in the exercises.  ...In fact, I'd just like to say that today it's really possible to learn and process material so much better than in the past.  It's certainly great for those an autodidactic aptitude at the very least.

Over the past few weeks, when possible to squeeze in a mini-lecture here and there, I've been working on "Advanced Tableau for Data Science" to broaden-out some BI skills.  ...Having spent most of my time working with Qlik Sense in recent months, it's fascinating to see how Tableau's approach has certain advantages.  This is especially true as far as speed and drag-&-drop capabilities in the general interface (using Tableau Public v. 10.3, at the time of this writing).  Here are a few initial samples:


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!

(~ 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


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)


How I Can Help


Providing classroom and on-site presentations.


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


Committed to helping find solutions.


Garrett's Calendar ---> Free 15-min. Consultation

Send a quick question here:


1400 N Lake Shore Drive #3C

Chicago, IL

Phone Number

(630) 730-5305

E-Billing Methods Accepted: Visa/MC/AMEX & Bitcoin