Self-Service BI Governance Overview Self-Service BI without Governance Key steps to establish governance Self-Service BI Reference Architecture BI governance within the greater context of IT governance Investment areas to support regulatory compliance and manage risks that are specific to Self-Service BI. Self-Service versus Managed Self-Service BI Self-Service BI as an Enabler for Enterprise BI

Insecure devices and storage locations Proliferation of unmanaged business-critical solutions Bad formulas and wrong results Unapproved data sources

Familiar tools, productive collaboration, and open lines of communication. IT department in the role of a business enabler rather than a dependency. High adoption rate across organizational functions and business units. Fast and dynamic access to reports and analysis where and when you need it.

Executive Management BI Governance (steering committees and working groups) User Base Strategic Vision and Leadership BI Governance Relies on a steering committee for forming focused working groups, which consist of subject matter experts from different areas of the organization. Tactical Principles, Policies, Standards, and Procedures Operational Awareness and Execution

Tighter Control Permanent Dashboards Business Intelligence Business Process Management Operational Reports Permanent Personal Information Public/Private Views Permanent Knowledge Management Information Sharing Ad Hoc Loosely governed Push/Pull content PowerPivot Power View Short Lived Collaboration Report Builder Controlled Tightly governed Push Content PerformancePoint Reporting Services EDW Business Unit Dashboards and balanced Scorecards Team BI and Collaboration Sites Project Sites File Shares My Sites - Personal BI Desktop and Mobile Devices Enterprise Data Warehouse

More Specialized Ad Hoc PowerPivot Power View Permanent Operational Reports Dashboards Key Performance Indicators BI Pros Power Users Decision Makers Business Analysts Information Workers producers of intelligence consumers of intelligence Ad Hoc PowerPivot Power View Data Mining Add-Ins Permanent BISM SQL Server Data Tools Report Builder Dashboard Designer Clients Excel and Add-ins Internet Explorer Custom Apps Servers Analysis Services Reporting Services SharePoint Server Third-party systems

Big Data Multidimensional Sources Relational Database Management Systems Web Content Plain-text data files and desktop databases. Desktop Microsoft Access databases Excel spreadsheets Comma-separated values (CSV) files Web-based Windows Azure Marketplace DataMarket OData, REST and JSON SharePoint lists and document libraries Cut and paste from Web pages RDMS SQL Server Oracle, Sybase, Informix, IBM DB2 Others Big and Cloud Parallel Data Warehouse, Teradata Windows Azure SQL Database Apache Hadoop/Hive BISM Multidimensional and tabular Analysis Services databases. PowerPivot data models uploaded to a BI-enabled farm. Microsoft.ACE.OLEDB Linked Excel Tables SQL Server Native Client OLE DB for ODBC Third-Party Providers ADO.NET Data Feed Client SQL Server Native Client Microsoft ODBC Provider for Hive Third-Party Providers Analysis Services OLE DB Provider ADOMD.NET Analysis Management Objects More Complex

Cloud SharePoint Sites Network Shares Files on local devices Office Professional Plus 2013 Analyze and document spreadsheets Identify and categorize spreadsheet differences. Audit and Control Management Server Non-intrusive auditing Discover, assess and categorize spreadsheets and databases based on relevance, materiality and business impact SharePoint Server 2013 SharePoint eDiscovery Center PowerPivot Management Reporting Approval workflows ACM Integration SkyDrive Pro and Office 365 Sync workbooks and other files across devices. SkyDrive Pro is part of both Office 365 and SharePoint Server. Office 365 enables browser interactivity for workbooks and Power View sheets. Exchange Server 2013 Configure Search to crawl all discoverable content in Exchange. Create an eDiscovery Center in SharePoint Consumerization of IT With the blurring of the lines between personal and work devices, applications, and services, the risk of losing track of what type of data goes where can lead to serious security issues. More Distributed

Relational Databases Business Applications FilesOData FeedsCloud Services Deployed BI Semantic Models Third-PartyReportsExcelPowerPivotPower ViewSharePoint Insights SQL Server Data Warehouse SQL Server Integration Services SQL Server Analysis Services SQL Server ReportingServices SQL Server Master Data Services SharePoint Server Excel Services Search Visio Services PerformancePoint Services PowerPivot Add-In Reporting Services Power View Audit and Control Management Server Data Tier Self-Service BI Governance Corporate BI and Data Governance Information Tier Presentation Tier Client Tier

SQL Server Database Engine SQL Server Analysis Services Reporting Services Power View PerformancePoint Services Excel Services Visio Services SharePoint 2013 Enterprise Deploy your SharePoint 2013 farms and enable shared services, such as Excel Services and PerformancePoint Services. Install Analysis Services in SharePoint mode and register the server in Excel Services to enable the core PowerPivot functionality. Native ECS Features Core BI Features 1 2 Security in a Self-Service BI environment Self-Service BI relies on the authentication subsystem and authorization model provided by SharePoint sites and libraries. SharePoint Role Description VisitorHas Read Privileges MemberHas Read & Contribute Privileges ApproverHas Approver Privileges OwnerHas Administrator Privileges Install Reporting Services add-in and Reporting Services in SharePoint-integrated mode to unlock stunning browser-based data exploration, visualization, and presentation experiences. 3 Power View CodeDescription PPublish AApprove/Reject CCreate RRead UUpdate DDelete XAccess Denied EExecute

Reporting Services Power View PerformancePoint Services Excel Services Visio Services SharePoint 2013 Enterprise

SQL Server Database Engine SQL Server Analysis Services PowerPivot for SharePoint 2013 Reporting Services Power View PerformancePoint Services Excel Services Visio Services SharePoint 2013 Enterprise IT Management Dashboard Track the usage of Excel workbooks with data models. Discover mission-critical Excel applications. Visualize system performance and usage. See data sources being used. Extend analysis with custom solutions based on the IT Management Dashboard data. Deploy the PowerPivot for SharePoint 2013 Add-In to provide additional capabilities, such as full access to workbooks as a data source, scheduled data refresh, PowerPivot Gallery, and IT Management Dashboard. All PowerPivot Features 4

Excel Calculation Services Server Health and Workbook Activity Workbooks PowerPivot Service Application PowerPivot Web Service Client Libraries Usage Logs SharePoint Timer Service Usage Data Import Mgmt Dashboard Processing PowerPivot Health Statistics Collector PowerPivot Application Database Usage data collection must be enabled for SharePoint components to log usage data. PowerPivot Management Data Workbook PowerPivot Management Dashboard Usage Data Processing SharePoint Usage Database (Customizing the PowerPivot Management Dashboard:

Spreadsheet Compare Compare spreadsheets side-by-side to identify and categorize their differences. Spreadsheet Inquire Analyze, document, understand and diagnose spreadsheet. Discovery and Risk Assessment Assess and categorize spreadsheets and databases based on relevance, materiality and business impact. Audit and Control Management Server Non-intrusive auditing of changes made to Excel spreadsheets and Access databases.

Import from Analysis Services or PowerPivot Visual Studio development with integrated TFS Source Control Security Features Partitioning Features Team BI PowerPivot for SharePoint Personal BI PowerPivot for Excel Corporate BI Analysis Services One Model for All End User Experiences

A good, solid, BI Governance process will: Establish change management and training policies Increase adoption of BI Drive infrastructure and technology decisions Mitigate the risk of choosing the wrong platform because both business and IT needs are considered Risks / Concerns include: Inadequate support from business and IT leaders Business users refusing to abide by the rules Lack of policy enforcement What should be governed? Source data for business data models Business data models, collaboration sites, and shared content Security standards for accessing source data, and business information in reports, and Excel workbooks In areas with limited exposure, BI can be less controlled and allow for a more empowerment of end users. How to implement? Involve business and IT leaders Determine initial principles and goals Clarify ownerships of business information and infrastructure Develop a training plan Consider new requirements as they arise, reevaluate, and resolve conflicts Provide reports to executive sponsors

SPC170Overview of Microsoft Business Intelligence SPC012Attractive Business Intelligence: Dashboards, Pivots, Scorecards, KPIs, and Reports SPC256What's New in Business Intelligence in Office and SharePoint 2013 SPC165Configuring your SharePoint farm for Business Intelligence SPC066Data Modeling and Reporting for the Business User with Excel and SharePoint SPC155Mobile Business Intelligence with SharePoint SPC257What's New in Excel, Excel Services 2013 and Excel Web Apps SPC009Advanced Dashboard Creation using Excel, Excel Services, PerformancePoint and Apps for Office SPC087Developing and Managing a BI Semantic Model in Microsoft SQL Server Analysis Services SPC130Industrial-Strength Results Meet Spreadsheet Agility: The Dramatic Reality of PowerPivot SPC042Compelling Data Visualization with Power View in Office and SharePoint SPC258What's New in GeoFlow for Excel - a new way of exploring data and sharing insights SPC141Lighting up SharePoint 2013 Extranets with Business Intelligence SPC199Running Reporting Services in SharePoint Integrated Mode: How and Why SPC196Practical Deployment Aspects of Business Intelligence SPC074Deep Dive on Implementing Security for your BI Applications SPC075Deep Dive on PowerPivot in Office and SharePoint

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