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Hammers and Nails The Modern BI Toolkit Jarid McKenzie
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You invest in data, so treat it like an investment The MAD framework – use cases for BI Power BI – cool new kid on the block SSRS 2016 – old dogs can learn new tricks Excel - Swimming with the current R – Swing for the fences Concluding thoughts, Q&A Contents
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The Data Investment
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80-20 Problem in BI BI Projects cost money, time and effort Almost all of that goes into planning, governance, and ETL (ELT) Presentation of data can often be an afterthought
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Realize Your Investments Always remember that Data is an Asset The value that exists may not even be known Unused data is wasted data
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The MAD Framework
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MAD Reporting Framework Manage Analyze Drill Where do the BI tools fit: Power BI? R? SSRS? Excel???
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IT Led Traditional development cycle Accurate Conformed Peer Reviewed Types of Development ITAnalysts
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Analyst Led Exploratory Agile New avenues Types of Development ITAnalysts
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Self Service BI Business Insight IT Governance Full Business Buy-In Types of Development ITAnalysts
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Power BI
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Cons Businesses haven’t quite figured out it’s use Not enough standards for administration In cloud vs on premise debate Linking between reports is not intuitive yet Pros And Cons Pros Create beautiful visuals quickly Complex analysis can be surfaced anywhere DAX language is familiar to many users Quick and dynamic measurements Continuous Improvement
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Can be IT or Analyst led Great for quickly visualizing data Lends itself to passing reports/dashboards/datasets between IT and Analysts Great tool for wire-framing Development
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SSRS 2016
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Cons There is some legacy baggage Development can be complex to understand Pros And Cons Pros Create beautiful visuals Overhauled web portal front end Linked reports can span your entire data warehouse Well understood administration and security model Mobile reports are a major step forward.
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New Web Portal
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Branding Made Easy Consistency in the look and feel to the rest of your business Easily created by uploading a zip file Change the defaults to suite your needs
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At-a-glance data that you can make quick decisions Automatically update with new information Guide the conversation External to reports so you don’t need to go looking KPI’s
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Excel
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Let me get this out of the way Excel is Awesome!
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Pros And Cons Pros & Cons User has very fine grain control over the program Business is very familiar with its capabilities Can grow beyond many original uses
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Spreadsheet Hell They can be anywhere Anyone can create them Inconsistent Excessive maintenance
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R
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Cons Steep learning curve Most things are done programmatically Sharing can be difficult Pros And Cons Pros Fine control over high level statistical analysis Very expansive code base Beautiful visuals for complex analysis Self documenting (if done correctly)
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New Visual Contexts for Power BI Static visuals can currently be surfaced in Power BI with a number of libraries Responds to external Filter Context
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Concluding Thoughts These tools are not competitors, they complement each other Think about the task that is being completed before hand Excel isn’t going anywhere, so design your BI projects with that in mind The best tool that we have is open lines of communication between IT and the business
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Thank You. Jarid McKenzie Consultant – Business Analytics and Collaboration jaridmckenzie@hitachi-solutions.com
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