Microsoft Business Intelligence (BI)

About Me Creating solutions for 20 years Traveling consultant at Glenture. Principal Consultant in Microsoft BI Practice. Graduated from. Also, have MCP and PMP. My Family:

Types of solutions I work Also, we have created BI solutions in the Manufacturing, Insurance, Financial, Government, Supply-Chain, and other industries.

Agenda 1.What is Self-Service Business Intelligence (SSBI) 2.How is one using Governance w/SSBI 3.Visualizations - MS BI History & Types 4.Models - MS BI History & Types 5.MS BI Decision Frameworks – Which one to pick 6.Start with a sound foundation – The Model 7.Tips/Takeaways for success 8.Important Links 9.What is PowerBI? 10.Demo 11.Questions and Comments

What is Self-Service Business Intelligence (SSBI)  Enables business users to access and work with corporate information without the IT department’s involvement (except, of course, to set up the data warehouse and data marts underpinning the business intelligence (BI) system and deploy the self-service query and reporting tools).  The self-service approach enables end users create personalized reports and analytical queries while freeing up IT staffers to focus on other tasks – potentially benefiting both groups.  Because self-service BI software is used by people who may not be tech-savvy, however, it is imperative that the user interface must be intuitive and easy to use. Ideally, the IT department should help users understand what data is available for BI uses by providing a metadata dictionary at the business layer level. This will help end users to focus on the meaning of the data in the BI system, not the technology itself.  Self-service BI capabilities should be built with a business focus from the start. Training, on both the data and the self-service applications, is critical for getting business workers up-to-speed on how they can use the information in the BI system. While self-service BI encourages users to base decisions on data instead of intuition, it creates the risk of chaotic reporting within an organization. To mitigate that risk, IT should work with business units to determine key metrics and an agreed-upon vocabulary, processes for creating reports and publishing, what privileges are necessary for access to confidential data and how to define and implement data security policies and privacy policies.

What is Self-Service Business Intelligence (SSBI)

How is one company using Governance w/SSBI

Visualizations - MS BI History & Types SQL Server 2012 Tabular & SharePoint 2010, Excel 2013, SQL Server 2012 SP1 CU4 SSAS Multidimensional 2007 w/SharePoint 2004 w/SQL Server 2000 SSRS PowerView PerformancePointExcel Pivot Table 1993, 2007 with SSAS SharePoint Required PowerMap Excel 2013, Office 365, Power BI

Models - Microsoft BI History & Types SQL Server 2008R2, Excel 2010, SharePoint 2010 with Vertipaq/xVelocity PowerPivot OLAP released SQL Server 7 in 1998 Multidimensional Analysis Services SQL Server 2012 with Vertipaq/xVelocity Tabular Analysis Services Tools from CodePlex.com

MS BI Decision Frameworks - User Types

MS BI Decision Frameworks - Data Size

MS BI Decision Frameworks - Visualizations

MS BI Decision Frameworks - Models

Source:

Start with a sound foundation – The Model Star Schema 1.MSBI is geared toward Star Schemas – a Ralph Kimball world; Natively support snowflake in Multidimensional model and limited support in Tabular with unidirectional relationships or complex DAX 2.Build your hierarchies, calculations, KPIs in the model so it can be reused from many visualizations. 3.Build similar and consistent (conformed) dimensions in models when possible so that analysis from different models can be integrated in the future. 4.Use terms for tables and columns that are easy to understand and consistent across the organization. 5.Have a governing body to manage how models are created and deployed. (Dimension) (Measures)

Tips/Takeaways for Success 1.Gather BI Requirements 2.Map Requirements to the MS BI Decision Frameworks (User Types, Size, Visualization, Model) 3.Model your data if needed or leverage an existing model 4.Start with a small/simple POC in Excel 5.Build out POC to the full scale system 6.Get feedback often

Important Links Extensive Blog for many aspects on PowerPivot The First PowerPivot Formulas (DAX) Book Written Specifically for Excel Users A blog concerning of thoughts on PowerPivot and SharePoint BI Information, tips, news and announcements about SQL Server Analysis Services and PowerPivot directly from the product team. Training videos, examples, and other resources straight from Microsoft Excellent blog on the limitations of the Tabular Model

What is PowerBI? Office 365 Excel 2013 PowerQuery Deep Dive on SQL Saturday PowerPivot PowerMap PowerView

Demo

Thank You and Questions