Reporting and Analysis With Microsoft Office

Reporting and Analysis Business User Reporting & Analysis OLAP Data Warehouse

ComplexityComplexityComplexityComplexity AllUsers SomeUsers User Base Standard Reporting Ad Hoc Reporting Analytics Mining Understand Reporting and Analysis Needs Specialists

Decision Points for Front End Tools Ad Hoc Analysis Features Slicing / dicing Pivoting and nesting Creating calculations on the fly Write back Reporting Features Pre-built report templates Conditional formatting Exception reporting Charting capabilities

Decision Points for Front End Tools Usability Ease of use – out of the box Training requirements (user community) Scalability / Deployability Zero footprint Tradeoffs between range of functionality and ease of deployability Manageability / Administration Historical report instances Security for each community Customization Create guided user experiences Extend functionality

Microsoft Office – BI Tools BI Reporting and Analysis Excel XP Office Web Components (OWC) Data Analyzer BI Collaboration Sharepoint Portal

Microsoft Office – BI Tools BI Reporting and Analysis Excel XP Office Web Components (OWC) Data Analyzer BI Collaboration Sharepoint Portal

Excel for Business Intelligence Excel Provides a Familiar Interface for Data Analysis OLAP PivotTables and PivotCharts Allow Access to Large Data Sets Offline Cube Files Allow Analysis When Disconnected from the Network

Benefits of Excel - PivotTables and PivotCharts Easy to Use Interface for Ad-Hoc Analysis - Drilling, Slicing, Dicing Access to Traditional Excel Reporting Features Ability to Publish PivotTables and PivotCharts as Web Pages Interface to Create Local Cubes Programmatic Support Drill through Actions Server Side Formatting – Background Color

Office Web Components for Business Intelligence OWC Delivers PivotTable and PivotChart Functionality to Web OWC Facilitates Flexible, Customizable Solutions

Benefits of OWC Enhanced Browsing Ability to Skip Levels of Dimensions Advanced Charting Multi Charts Data Series Pivot Charts With or Without Pivot Tables Customized End User Experience Embeddable

Office Improvements with XP Calculated Members in Non-Measures Dimensions All Member Required Display Features Ability to Order Members Support for Visual Totals Member Properties Multi Select Page Fields GETPIVOTDATA Function

Data Analyzer for Business Intelligence Data Analyzer Adds Rich Visualization and Analysis Capabilities Integration with Excel Facilitates Exploration Before In-Depth Analysis Full Support for OLAP features in Analysis Services

Benefits of Data Analyzer Good for Both Dashboard Reporting and In Depth Analysis Color and Bars Provide Strong Visualization Across Measures and Dimensions Customizable Color Scale Integration with Analysis Services Integration with Office Advanced Filtering

Document Storage Systems How does a document storage system relate to BI Solutions? Key components of a document storage system: Organization Approval Process Notification Security Collaboration

Introduction to SharePoint Portal Server Document Management Workspace Workspace Dashboard Site Web Parts Reusable content Search Workspace Index Workspace Document library Management tools Category structure Dashboard site content Searchable index