Delivering BI Through Microsoft Office System 2007 Rafal Lukawiecki Strategic Consultant, Project Botticelli Ltd rafal@projectbotticelli.com

Objectives Understand how knowledge workers interact with a BI system Review Excel, Visio, and Sharepoint/PerformancePoint Server This seminar is based on a number of sources including a few dozen of Microsoft-owned presentations, used with permission. Thank you to Marin Bezic, Kathy Sabourin, Aydin Gencler, Bryan Bredehoeft, and Chris Dial for all the support. Thank you to Maciej Pilecki for assistance with demos. The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. The material presented is not certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to the information in this presentation. Portions © 2009 Project Botticelli Ltd & entire material © 2009 Microsoft Corp. Some slides contain quotations from copyrighted materials by other authors, as individually attributed or as already covered by Microsoft Copyright ownerships. 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 Project Botticelli Ltd as of the date of this presentation.  Because Project Botticelli & Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided after the date of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE.

Excel 2007

Excel + Excel Services Excel Excel Services Ad-hoc analytics 11/28/2018 4:53 AM Excel + Excel Services Excel Ad-hoc analytics New BI features: Deep Analysis Services integration Data Mining Excel Services Part of MOSS 2007 A ‘real’ server product – security, perf, scale Scenarios One version of the truth BI Server based calculations © 2007 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.

Data Mining Add-Ins for Excel Free add-in for Excel 2007 Requires SQL Server 2008 Analysis Services Analyze Tab – simpler to use Data Mining Tab – full power

Excel and Multidimensional Data New Pivot Tables in Excel 2007 Support for KPIs from OLAP Naturally, integration with PerformancePoint Server

11/28/2018 4:53 AM Demo 1. Pivot Reports for Multidimensional Analysis 2. Market Basket Analysis 3. Finding Outliers with Data Mining © 2007 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.

SharePoint Performance Services

Performance Management 11/28/2018 4:53 AM Performance Management Scorecard & Dashboard What is happening? Reporting What happened? Analytics Why? Single Data Model Forecasting What will happen? Process requires past information, present conditions and future outcomes © 2003-2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 9

11/28/2018 4:53 AM Position of PerformancePoint Server 2007 PPS SP2 (Dec 08) Enabled SQL 2008 Performance Management Applications Business Scorecard Manager 2005 Now: PerformancePoint Server 2007 ProClarity Analytics 6 Future: SharePoint Server Performance Services Office SharePoint Server 2007 SQL Server Analysis Services Office Excel 2007 SQL Server Integration Services SQL Server Reporting Services BI Platform SQL Server 2005 or 2008 10 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Monitoring with PPS Business users can build performance dashboards easily through an integrated design experience across monitoring and analytics

Analytics with PPS Capture and share analytical best practices No coding Integration of KPIs and analytics Use multidimensional slice and dice, drill-across, drill-to-detail, root-cause analysis, prediction and centralized business logic definitions

Reporting and Consolidation in PPS Combine operational and financial data into one report No need to reconsolidate manually Dynamic and standard reports Consistent live reports published from Excel to Reporting Services and Microsoft Office Server

Architecture Dashboard Designer MOSS Web Service Scorecard Server Excel Deploy Scorecard PowerPoint Build Scorecard SSRS Access Data Data Sources ASP.NET Scorecard Database

Dashboard Designer Details pane Workspace Browser Workspace

Indicator Communicate progress toward goals visually Target value at center with actual value deviation above or below Use 3 to 10 bands to show relationship between actual and target values

A Normalized KPI Compares actual and target values as ratios (Target value-worst value) as 100% (Actual value –worst value) / target value as percentage of target value Target value Actual value Worst value Target value – worst value Actual value – worst value

An Actual Value KPI Compares actual value to defined threshold ranges Ignores target value Worst value Actual value Best value

A Scored KPI Compares actual value to defined threshold ranges Ignores target value Lowest score (-1) Actual value Highest score (1)

Developing a Dashboard Choose a dashboard layout Assign elements to a dashboard zone Add filters Preview the dashboard Deploy to SharePoint

11/28/2018 4:53 AM Demo Building a Dashboard, Scorecard, and a KPI Using PerformancePoint Server © 2007 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.

Visualising BI with Microsoft Visio

Two Trends that Lead to… The Messy Diagram © 2007 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.

Data Visualization Fault Analysis Tree 11/28/2018 4:53 AM Data Visualization Fault Analysis Tree Color By Value Text Callouts Status Indicators Data Bars © 2007 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.

Data Visualization Manufacturing 11/28/2018 4:53 AM Data Visualization Manufacturing Specialized Shapes © 2007 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.

Performance Point Server Visualize PPS Scorecard data in context Performance Point Server

Conclusions

Summary Office 2007 makes BI easy to access by every knowledge worker Vision of Self-service BI starts with Office 2007 Performance Services helps monitor and analyse company performance Build a dashboard with KPIs today!

© 2009 Microsoft Corporation & Project Botticelli Ltd © 2009 Microsoft Corporation & Project Botticelli Ltd. All rights reserved. The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. The material presented is not certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to the information in this presentation. Portions © 2009 Project Botticelli Ltd & entire material © 2009 Microsoft Corp. Some slides contain quotations from copyrighted materials by other authors, as individually attributed or as already covered by Microsoft Copyright ownerships. 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 Project Botticelli Ltd as of the date of this presentation.  Because Project Botticelli & Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided after the date of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE.