INTELLIGENT DATA SOLUTIONS Understanding Microsoft Self-Service BI Devin

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Presentation transcript:

INTELLIGENT DATA SOLUTIONS Understanding Microsoft Self-Service BI Devin

INTELLIGENT DATA SOLUTIONS About Devin Will work for cupcakes Popup books about maintaining a healthy relationship with your miniature donkeys. And supporting cult being investigated by the government. Blogs mainly consist of a collection of internet cat pictures Training Director Author of 5 books Runs JSSUG User Group Blogs at BIDN.com

INTELLIGENT DATA SOLUTIONS Different Levels of Business Intelligence Data Explorer Personal BI Drives Agility Role and Task Focused Team BI Drives Accountability Process and Team Focus Corporate BI Drives Alignment Corporate Focus

INTELLIGENT DATA SOLUTIONS Which BI Do I Need? Data Explorer Problem I need to quickly prototype a solution to work out requirements for a larger project Best Solution Personal BI

INTELLIGENT DATA SOLUTIONS Which BI Do I Need? Data Explorer Problem I need to address data quality problems with my data sources Best Solution Corporate BI

INTELLIGENT DATA SOLUTIONS Which BI Do I Need? Data Explorer Problem I need one version of the truth with my data. Meaning everyone should base reports on the same data structure. Best Solution Corporate BI

INTELLIGENT DATA SOLUTIONS Which BI Do I Need? Data Explorer Problem I need a more agile approach to developing BI. Best Solution Personal BI

INTELLIGENT DATA SOLUTIONS Self-Service BI Roles Data Explorer Data Wrangler Harmonize and Rationalize Data Brings Together and Creates Meaning out of Data Data Steward Ensures data standards and cohesion Develops policies and creates mechanisms to ensure policies are enforced Power Analysts Develops Dashboards and Interactive Reports Uses Data Models Created by Data Wranglers Collaborative Users Add Perspective Based on Their Knowledge of the Business

INTELLIGENT DATA SOLUTIONS Self-Service BI Lifecycle Data Extraction Data Modeling Data Presentation

INTELLIGENT DATA SOLUTIONS DatabasesFlat FilesReporting ServicesCloud Hadoop SharePoint ListsInternetActive DirectoryFacebook RelationshipsCalculations Key Performance Indicators TablesChartsMapsExporting Template TablesChartsApps For Office3-D Maps Hierarchies

INTELLIGENT DATA SOLUTIONS Data Explorer Access Read access is required for all necessary data sources Scalability When you need your solution to scale to a large user base When Do I Engage IT?

INTELLIGENT DATA SOLUTIONS Power Pivot Why use Power Pivot? Why is Power Pivot so Fast? Who Should Use Power Pivot?

INTELLIGENT DATA SOLUTIONS Different Flavors of Analysis Services Power PivotPower Pivot For SharePoint Analysis Service Tabular Analysis Service Multidimensional Learning Curve Scalability

INTELLIGENT DATA SOLUTIONS Why Use Power Pivot? Performance Uses In-Memory Technologies Providing Unmatched Analytical Performance Short Development Cycles Quick and Easy to Create and End to End Solution End User Capable Familiar Tools with Enhanced Capabilities 300 Million Excel Users Worldwide 10% of Excel Users Create PivotTables

INTELLIGENT DATA SOLUTIONS Introduction to DAX What is DAX? Data Analysis Expression Language Query Language for Power Pivot Why DAX? Designed to Support a Larger User Base Simpler than Traditional Technical Languages to Learn Leverage Existing Knowledge of Excel Formulas Less of a Learning Curve for Analyst

INTELLIGENT DATA SOLUTIONS Who Should Use Power Pivot? Data Wrangler Harmonize and Rationalize Data Brings Together and Creates Meaning out of Data Data Steward Ensures data standards and cohesion Develops policies and creates mechanisms to ensure policies are enforced Power Analysts Develops Dashboards and Interactive Reports Uses Data Models Created by Data Wranglers Collaborative Users Add Perspective Based on Their Knowledge of the Business

INTELLIGENT DATA SOLUTIONS Demos Importing data into Power Pivot Creating a Data Model in Power Pivot

INTELLIGENT DATA SOLUTIONS Power Query Power Query Overview Why Use Power Query? Who Should Use Power Query?

INTELLIGENT DATA SOLUTIONS Ways to Pull in Data Data Tab Power Pivot

INTELLIGENT DATA SOLUTIONS Data Discovery with Power QueryDiscoverCombineRefine

INTELLIGENT DATA SOLUTIONS Who Should Use Power Query? Data Wrangler Harmonize and Rationalize Data Brings Together and Creates Meaning out of Data Data Steward Ensures data standards and cohesion Develops policies and creates mechanisms to ensure policies are enforced Power Analysts Develops Dashboards and Interactive Reports Uses Data Models Created by Data Wranglers Collaborative Users Add Perspective Based on Their Knowledge of the Business

INTELLIGENT DATA SOLUTIONS Demos Discover -> Consume -> Visualize

INTELLIGENT DATA SOLUTIONS Power View Power View Overview Why Use Power View? Who would use Power View?

INTELLIGENT DATA SOLUTIONS Microsoft Reporting Options Excel PivotTables Power View PowerPivotReporting Services PerformancePoi nt Main Purpose Ad-hoc Reporting Who Uses It End Users Requirements Any Version of Excel Main Purpose Ad-hoc Analytics and Reporting Who Uses It Power Users Requirements Excel 2010 or Higher Main Purpose Pixel Perfect Static Reporting Who Uses It Developers Requirements SQL Server Main Purpose Data Exploration Who Uses It End Users Requirements SQL 2012 / SharePoint 2010 SP1 or Excel 2013 Main Purpose Dashboards Who Uses It Developers Requirements SharePoint 2007 or Higher

INTELLIGENT DATA SOLUTIONS Flavors of Reporting Services Reporting Services Development in Visual Studio Use by Developers Highly Customizable Report Builder Intended for Power Users Click-Once Application Office Look and Feel Power View Designed for End Users Silverlight Based Data Exploration Tool

INTELLIGENT DATA SOLUTIONS Who Should Use Power View? Data Wrangler Harmonize and Rationalize Data Brings Together and Creates Meaning out of Data Data Steward Ensures data standards and cohesion Develops policies and creates mechanisms to ensure policies are enforced Power Analysts Develops Dashboards and Interactive Reports Uses Data Models Created by Data Wranglers Collaborative Users Add Perspective Based on Their Knowledge of the Business

INTELLIGENT DATA SOLUTIONS Demos Creating Power View Report

INTELLIGENT DATA SOLUTIONS Power Map Power Map Overview Linking Geographical Fields to Power Map properties Mapping Time Data Creating a Power Map Tour

INTELLIGENT DATA SOLUTIONS Power Map Overview Power Map Features 3-D Data Visualization Tool for Excel 2013 Plots Geography Data Visually Analyze Data on a 3-D globe Using Bing Create Visual Tours to Share with Others

INTELLIGENT DATA SOLUTIONS Animating Maps with Time Data Mapping Time Data First Half of Bringing Life into Maps Time Settings Data Point Persistence Instant Time Accumulation Persist the Last Easy Date Range Filter Capabilities Playback Speed Control

INTELLIGENT DATA SOLUTIONS Creating a Power Map Tour Power Map Tours Second Half of Bringing Life into Maps Guided Tour of Important Elements you want to Highlight Creating Tour Scenes A Tour is a Collection of Scenes Scenes can be Named and have Different Effects Applied to them

INTELLIGENT DATA SOLUTIONS Demos Power Map

INTELLIGENT DATA SOLUTIONS Power BI Power Pivot Power Query Power View Power Map Natural Language Search Mobile BI

INTELLIGENT DATA SOLUTIONS Thanks! Blog: