Power BI Self-Service Information Management Power Query and Data Stewardship Matthew Roche @SQLAllFather Ofer Ashkenazi @Ofer_Ash Microsoft Corporation

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Scalable | Manageable | Trusted MGXFY13 6/7/2018 Microsoft Power BI for Office 365 Self-service BI with the familiarity of Office and the power of the cloud Insights in Excel 1 Billion Office Users Collaborate in Office 365 1 in 4 enterprise customers on Office 365 Discover Analyze Visualize Share Find Mobile Q&A Scalable | Manageable | Trusted © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo SSIM in Power BI

Challenges and Target Audiences TechReady 17 6/7/2018 Challenges and Target Audiences Information Workers spend too much time searching for data, and preparing it for use instead of focusing on actually analyzing the data IT spends too much time and resources servicing data requests from the business while trying to secure and govern data access and use The lack of trust in information continues as a significant inhibitor to businesses Information Workers Data Stewards (supported by ) IT Pros (in midsize to very large organizations) Slide Story: Establish the problem domain of dark data, and how the inability of IW to find, access, and trust data impedes business in many ways. “…only business users close to the content can evaluate information in its business context” -- Gartner © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Power BI SSIM Main Modules TechReady 17 6/7/2018 Power BI SSIM Main Modules Data Catalogue Stores and processes metadata about data sources, users and their relationships Provides data & metadata search functionality across multiple sources Connects to corporate data through data integration layer For Data Stewards and query authors: to manage metadata, shared queries, and published data sources to see data telemetry (usages, search etc.) to gain insight on data lineage Data Management Portal For Information Workers: to discover and access relevant data to filter and re-shape data For query authors and Data Stewards to define repeatable data queries that acquire and transform data consistently to publish/share and annotate queries for other IWs to find Power Query in Excel For IT Administrators: To setup, monitor and govern the cloud solution and data integration layer Admin Center Slide Story: This is an overview slide to establish the main components of the SSIM solution © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

SSIM in Power BI – Hybrid Data Publishing TechReady 17 6/7/2018 SSIM in Power BI – Hybrid Data Publishing Data Catalogue of corporate data Publish via Power Query Publish via Admin Center IW (query author) Data Steward IT Admin Corporate Data Data Management Gateway Public data published by Microsoft Catalog of Legend: Publish Federated (automatically) Refer to data source Use tool © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enabling the Information Management Ecosystem Fostering a collaborative virtuous cycle for the Data Value Chain Web data Curated Public data The world’s data Refine Combine Annotate Share Data Analysts (Producers) Corporate tenant Public tenant Discover Connect Information Workers (Consumers) IT Admin Provision Configure The organization’s data Secure Monitor Operationalize Data Stewards Discover Combine Clean Annotate Publish/Share Arrows Legend: Provision/configure service Publish/Share data Metadata/Data flow Discover data /Get data search results Access data directly Get telemetry Certify Categorize View usage analytics and feedback

Delivering Tangible Benefits for Customers Information Workers A self-service and collaborative way to: Seamlessly find and access relevant data Easily enrich and reshape data to make it useable Data Stewards Improve quality, usefulness and discoverability of data Promote the correct usage of trusted data Foster a community of productive data users IT Professionals Balance self-service data discovery for the business with IT need for visibility and control Reduce human and infrastructure resources required for data discovery and enrichment

Defining the Data Stewardship Experience TechReady 17 6/7/2018 Defining the Data Stewardship Experience The Data Steward Role The Virtuous Cycle of Data Stewardship Query sharing, management and telemetry Slide Story: Transition slide, overview of the next section © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

The Data Steward “ ” Accountabilities Skills Perspectives TechReady 17 6/7/2018 The Data Steward “ I’m a business subject matter expert, sitting in IT or LOB as a liaison between the two. Depending on the size and type of the business, I may do part of someone else’s job (e.g. Anna or Vicki). Accountabilities Skills Making data useful to the business Consistent use of data across the business Promoting and achieving high data quality standards Resolving data integrity issues across stakeholders 5+ years of industry experience Proficient with Office (Excel, Word, PowerPoint). Can learn to use Power Pivot Understands data relationships, data process flows. May know SQL. ” Perspectives Work Activities Process and detail oriented with great organizational skills Prides himself on his creative resourcefulness, passion for quality and great interpersonal skills A ‘de facto’ steward because of deep industry expertise and understanding of his organization’s data sources Analyzes data for quality (particularly as part of BI work), reconciles data issues Identifies and acquires new data sources Actively analyzes data for ‘semantic’ quality Drives resolution of data integrity issues across business and technical stakeholders. Leads and / or participates in MDM / EIM / DQ initiatives Creates and maintains business metadata, references data values and meanings, and / or master data values and meanings Slide Story: Introduce Stewart as a persona, focus on establishing context with the audience Speaker note for PASS: Make “Denethor” joke! Stewart Data Steward Provisions & distributes high quality data © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Data Stewardship Experience Overview Microsoft Services 6/7/2018 Data Stewardship Experience Overview Patrick Provisions Tenant Stewart Identifies Data Curation Needs Stewart Creates and Annotates Queries Stewart Shares Queries Anna Searches for Data Anna Consumes Annotated Query Anna Creates Power Pivot / View / Map / Query Artifacts Stewart Analyzes Usage KPIs Patrick Assigns Role Membership Patrick Configures Data Management Gateways The Data Stewardship Experience represents a virtuous cycle of data augmentation, quality, awareness and availability. The more value the steward puts into the system, the more value the customer receives from the system. Slide Story: Introduce the virtuous cycle of DSX, focusing on the “metadata in, value out” aspect Patrick Monitors, Manages and Reacts © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

TechReady 17 6/7/2018 Demo Stewart managing shared queries and analyzing usage telemetry data Slide Story: Demo © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

TechReady 17 One does not simply walk into data discovery… 6/7/2018 Review One does not simply walk into data discovery… Slide Story: Demo © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Three Workbooks for the Analysts under the sky, Seven for the Report Writers in their halls of stone, Nine for Information Workers doomed to die, One for the Executive on his dark throne In the Land of Corporate where the Shadows lie. One Query to rule them all, One Query to find them, One Query to bring them all and in the meeting bind them http://commons.wikimedia.org/wiki/File:Hand_of_Sauron.jpg This file is licensed under the Creative Commons Attribution 2.0 Generic license.

Sometimes you don’t need a king. But to you I say: Hold your ground, hold your ground! Sons of PASS, daughters of SQL, my brothers and sisters! I see in your eyes the same data management challenges that would take the heart of me. A day may come when the courage of teams fails, when we forsake our metrics and break all commitments to standardized and consistent reports, but it is not this day. A day of rogue data and unanswerable questions, when the trust of executives comes crashing down! But it is not this day! This day we fight! By all that you hold dear in this good workbook, I bid you stand, People of PASS!  Hold your ground, hold your ground! Sons of Gondor, of Rohan, my brothers! I see in your eyes the same fear that would take the heart of me. A day may come when the courage of men fails, when we forsake our friends and break all bonds of fellowship, but it is not this day. An hour of wolves and shattered shields, when the age of men comes crashing down! But it is not this day! This day we fight! By all that you hold dear on this good Earth, I bid you *stand, Men of the West!* http://commons.wikimedia.org/wiki/File:Aragorn.png This file is licensed under the Creative Commons Attribution-Share Alike 3.0 Unported license. Sometimes a Steward is exactly what you need.

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