Bartek Doruch, Managing Partner, Kamil Karbowiak, Managing Partner, Using Power BI in a Corporate Environment

Complete Business Intelligence Solution The leading provider of Reporting, Business Intelligence, and Data Warehouse Automation for Microsoft Dynamics users worldwide Four Solutions to match your needs Unmatched time-to-ROI Quick Installation World Class Service “I work with a lot of companies for software technical support and Jet Reports has the top service levels I’ve seen.” ~ Bernatello’s Pizza Who we are?

for all enterprise employees and/or customers a data warehouse and one or more cubes data has to be validated and it is considered as official a single version of the truth Complete Business Intelligence Solution What is Corporate BI

Elevator or Stairs? Complete Business Intelligence Solution Why Do We Need Business Intelligence?

SQL database built specifically to house external data Current NAV Previous NAV Excel files CRM Organization has complete governance over data structure and naming conventions Data from multiple systems can be stored in separate tables or consolidated into the same tables depending on what makes the most sense Facilitates a single version of the truth across systems Provides a single point of contact for all reporting needs Complete Business Intelligence Solution What is a Data Warehouse?

Complete Business Intelligence Solution What is Power BI? New Power BI updates focused around Power BI Desktop Standalone application Previous flavors of Power BI for Office 365 are moving to this more robust environment No longer relies on Office 365 or Sharepoint Online Combines Power BI components into a more seamless interface Overview

Complete Business Intelligence Solution Getting Data into Power BI -Add data source -Select data to bring in -Model/Transform/Relate data -Build visualizations Primary Ways to Use Power BI -Build a model directly against the ERP/source systems -Build a model against a data warehouse -Build a model against an OLAP cube Data Extraction and the Data Model

Complete Business Intelligence Solution Extraction from the ERP database Database(s): 1,000+ tables 10,000+ fields Complex data model Disparate systems Data Warehouse: Relevant data only Organized by subject Cleansed Combine sources Cube: Dimensionality Calculations Speed Current/historical Simplified NAV CURRENT NAV UPGRADE Legacy SYSTEM Complex

Complete Business Intelligence Solution Building a Model Directly Against the ERP -Pros -Refreshing dataset pulls real-time data -Cons -Data is typically accessed via: -SQL -Data model is highly normalized and difficult to work with -ODATA -Requires ERP developers to build the queries and maintain them as needed; and/or (know-how) -May require a development license (expensive) Data Extraction and the Data Model

Complete Business Intelligence Solution Extraction from the Data Warehouse Database(s): 1,000+ tables 10,000+ fields Complex data model Disparate systems Data Warehouse: Relevant data only Organized by subject Cleansed Combine sources Cube: Dimensionality Calculations Speed Current/historical Simplified NAV CURRENT NAV UPGRADE Legacy SYSTEM Complex

Complete Business Intelligence Solution Building a Model Against a Data Warehouse -Pros -Data is already in a structure that is optimized for end user reporting (faster/easier to work with) -Additional data sources already integrated -Complex business logic/cleansing already handled for users in a uniform manner (Corporate BI) -Cons -Data must be refreshed in data warehouse (latency) -Need to have a data warehouse in place Data Extraction and the Data Model

Complete Business Intelligence Solution Extraction from Analysis Services (OLAP) Database(s): 1,000+ tables 10,000+ fields Complex data model Disparate systems Data Warehouse: Relevant data only Organized by subject Cleansed Combine sources Cube: Dimensionality Calculations Speed Current/historical Simplified NAV CURRENT NAV UPGRADE Legacy SYSTEM Complex

Complete Business Intelligence Solution Building a Model Against an OLAP cube -Pros -All of the benefits of the data warehouse, plus: -Relationships already in place -Highly compressed dataset enables faster results -Advanced business calculations already built in -Cons -Detail will typically not be down to the individual transaction level Data Extraction and the Data Model

Extraction Data Sources NAV, CRM, AX Others … Data Selection Data Cleansing Process of aggregating and cleansing data Data Warehouse Relevant data Consolidated data Cleansed data OLAP Cubes Dimensions Cubes Values KPI’s Visualizations Dashboards Graphs Tables Jet Data ManagerPre-Built Data Warehouse + Cubes Power BI How Does Jet Enterprise Fit Into this Picture?

Extraction Data Sources Data Selection Data Cleansing Process of aggregating and cleansing data Data Warehouse Relevant data Consolidated data Cleansed data OLAP Cubes Dimensions Cubes Values KPI’s Visualizations Dashboards Graphs Tables What is Jet Enterprise?

What is Jet Enterprise? - Jet Data Manager Quick installation with immediate results Easy management of data warehouse and cubes Extraction Data sources Data Selection Data Cleansing Process of aggregating and cleansing data Data Warehouse Relevant data Consolidated data Cleansed data OLAP Cubes Dimensions Cubes Values KPI’s Visualizations Dashboards Graphs Tables

What is Jet Enterprise? - Pre-Built Data Warehouse and Cubes Complete data warehouse with direct integrations to NAV, GP, AX, and many others 7 out-of-the box OLAP Cubes: –Finance –Sales –Purchasing –Inventory –Receivables –Payables –Manufacturing Data Warehouse Relevant data Consolidated data Cleansed data OLAP Cubes Dimensions Cubes Values KPI’s Extraction Data Sources Data Selection Data Cleansing Process of aggregating and cleansing data Power BI Dashboards Graphs Tables

Complete Business Intelligence Solution Extraction using Data Warehouse Automation Database(s): 1,000+ tables 10,000+ fields Complex data model Disparate systems Data Warehouse: Relevant data only Organized by subject Cleansed Combine sources Cube: Dimensionality Calculations Speed Current/historical Simplified NAV CURRENT NAV UPGRADE Legacy SYSTEM Complex

Using Technology to gain efficiencies and improve effectiveness in data warehousing processes Source data exploration Data warehouse modeling ETL generation Metadata management Managed deployment Scheduling of updates Change impact analysis Maintenance & Modification Complete Business Intelligence Solution What is Data Warehouse Automation?

Better Ability to respond to change and new requirements quickly Business is able to make changes far later in the development process Faster Faster time to build and deploy new capabilities Quicker and easier to make modifications to the existing data warehouse Cheaper Reduced cost through time savings, labor savors, and better quality Complete Business Intelligence Solution Benefits of Data Warehouse Automation

Jet Enterprise & Power BI Jet Enterprise & Power BI Queries Data ModelVisualsSharing Data Cleansing Data Warehouse Extraction OLAP Cubes Power BI Designer powerbi.com Experiences of Power BI

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Bartek Doruch, Managing Partner, Kamil Karbowiak, Managing Partner, Thank you!