1. Power BI Self-Service Information Management
Power Query and Data Stewardship
Matthew
Ofer
Microsoft Corporation

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3. Power BI Review

4. Scalable | Manageable | Trusted
MGXFY13
6/7/2018
Microsoft Power BI for Office 365 Self-service BI with the familiarity of Office and the power of the cloud
Insights in Excel 1 Billion Office Users
Collaborate in Office in 4 enterprise customers on Office 365
Discover
Analyze
Visualize
Share
Find
Mobile
Q&A
Scalable | Manageable | Trusted
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

5. Demo
SSIM in Power BI

6. Challenges and Target Audiences
TechReady 17
6/7/2018
Challenges and Target Audiences
Information Workers spend too much time searching for data, and preparing it for use instead of focusing on actually analyzing the data
IT spends too much time and resources servicing data requests from the business while trying to secure and govern data access and use
The lack of trust in information continues as a significant inhibitor to businesses
Information Workers
Data Stewards
(supported by )
IT Pros
(in midsize to very large organizations)
Slide Story: Establish the problem domain of dark data, and how the inability of IW to find, access, and trust data impedes business in many ways.
“…only business users close to the content can evaluate information in its business context” -- Gartner
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

7. Power BI SSIM Main Modules
TechReady 17
6/7/2018
Power BI SSIM Main Modules
Data Catalogue
Stores and processes metadata about data sources, users and their relationships
Provides data & metadata search functionality across multiple sources
Connects to corporate data through data integration layer
For Data Stewards and query authors:
to manage metadata, shared queries, and published data sources
to see data telemetry (usages, search etc.)
to gain insight on data lineage
Data Management Portal
For Information Workers:
to discover and access relevant data
to filter and re-shape data
For query authors and Data Stewards
to define repeatable data queries that acquire and transform data consistently
to publish/share and annotate queries for other IWs to find
Power Query in Excel
For IT Administrators:
To setup, monitor and govern the cloud solution and data integration layer
Admin Center
Slide Story: This is an overview slide to establish the main components of the SSIM solution
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

8. SSIM in Power BI – Hybrid Data Publishing
TechReady 17
6/7/2018
SSIM in Power BI – Hybrid Data Publishing
Data Catalogue of
corporate data
Publish via Power Query
Publish via Admin Center
IW (query author)
Data Steward
IT Admin
Corporate Data
Data Management Gateway
Public data
published by
Microsoft
Catalog of
Legend:
Publish
Federated (automatically)
Refer to data source
Use tool
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

9. Enabling the Information Management Ecosystem
Fostering a collaborative virtuous cycle for the Data Value Chain
Web data
Curated Public data
The world’s data
Refine
Combine
Annotate
Share
Data Analysts
(Producers)
Corporate
tenant
Public
tenant
Discover
Connect
Information Workers
(Consumers)
IT Admin
Provision
Configure
The organization’s data
Secure
Monitor
Operationalize
Data Stewards
Discover
Combine
Clean
Annotate
Publish/Share
Arrows Legend:
Provision/configure service
Publish/Share data Metadata/Data flow
Discover data /Get data search results
Access data directly
Get telemetry
Certify
Categorize
View usage analytics and feedback

10. Delivering Tangible Benefits for Customers
Information Workers
A self-service and collaborative way to:
Seamlessly find and access relevant data
Easily enrich and reshape data to make it useable
Data Stewards
Improve quality, usefulness and discoverability of data
Promote the correct usage of trusted data
Foster a community of productive data users
IT Professionals
Balance self-service data discovery for the business with IT need for visibility and control
Reduce human and infrastructure resources required for data discovery and enrichment

11. Defining the Data Stewardship Experience
TechReady 17
6/7/2018
Defining the Data Stewardship Experience
The Data Steward Role The Virtuous Cycle of Data Stewardship Query sharing, management and telemetry
Slide Story: Transition slide, overview of the next section
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

12. The Data Steward “ ” Accountabilities Skills Perspectives
TechReady 17
6/7/2018
The Data Steward “
I’m a business subject matter expert, sitting in IT or LOB as a liaison between the two. Depending on the size and type of the business, I may do part of someone else’s job (e.g. Anna or Vicki).
Accountabilities
Skills
Making data useful to the business
Consistent use of data across the business
Promoting and achieving high data quality standards
Resolving data integrity issues across stakeholders
5+ years of industry experience
Proficient with Office (Excel, Word, PowerPoint). Can learn to use Power Pivot
Understands data relationships, data process flows. May know SQL. ”
Perspectives
Work Activities
Process and detail oriented with great organizational skills
Prides himself on his creative resourcefulness, passion for quality and great interpersonal skills
A ‘de facto’ steward because of deep industry expertise and understanding of his organization’s data sources
Analyzes data for quality (particularly as part of BI work), reconciles data issues
Identifies and acquires new data sources
Actively analyzes data for ‘semantic’ quality
Drives resolution of data integrity issues across business and technical stakeholders. Leads and / or participates in MDM / EIM / DQ initiatives
Creates and maintains business metadata, references data values and meanings, and / or master data values and meanings
Slide Story: Introduce Stewart as a persona, focus on establishing context with the audience
Speaker note for PASS: Make “Denethor” joke!
Stewart
Data Steward
Provisions & distributes high quality data
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

13. Data Stewardship Experience Overview
Microsoft Services
6/7/2018
Data Stewardship Experience Overview
Patrick Provisions Tenant
Stewart Identifies Data Curation Needs
Stewart Creates and Annotates Queries
Stewart Shares Queries
Anna Searches for Data
Anna Consumes Annotated Query
Anna Creates Power Pivot / View / Map / Query Artifacts
Stewart Analyzes Usage KPIs
Patrick Assigns Role Membership
Patrick Configures Data Management Gateways
The Data Stewardship Experience represents a virtuous cycle of data augmentation, quality, awareness and availability. The more value the steward puts into the system, the more value the customer receives from the system.
Slide Story: Introduce the virtuous cycle of DSX, focusing on the “metadata in, value out” aspect
Patrick Monitors, Manages and Reacts
© 2011 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.

14. TechReady 17
6/7/2018
Demo
Stewart managing shared queries and analyzing usage telemetry data
Slide Story: Demo
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

15. TechReady 17 One does not simply walk into data discovery…
6/7/2018
Review
One does not simply walk into data discovery…
Slide Story: Demo
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

16. Three Workbooks for the Analysts under the sky, Seven for the Report Writers in their halls of stone, Nine for Information Workers doomed to die, One for the Executive on his dark throne In the Land of Corporate where the Shadows lie. One Query to rule them all, One Query to find them, One Query to bring them all and in the meeting bind them
This file is licensed under the Creative Commons Attribution 2.0 Generic license.

17. Sometimes you don’t need a king.
But to you I say: Hold your ground, hold your ground! Sons of PASS, daughters of SQL, my brothers and sisters! I see in your eyes the same data management challenges that would take the heart of me. A day may come when the courage of teams fails, when we forsake our metrics and break all commitments to standardized and consistent reports, but it is not this day. A day of rogue data and unanswerable questions, when the trust of executives comes crashing down! But it is not this day! This day we fight! By all that you hold dear in this good workbook, I bid you stand, People of PASS! 
Hold your ground, hold your ground! Sons of Gondor, of Rohan, my brothers! I see in your eyes the same fear that would take the heart of me. A day may come when the courage of men fails, when we forsake our friends and break all bonds of fellowship, but it is not this day. An hour of wolves and shattered shields, when the age of men comes crashing down! But it is not this day! This day we fight! By all that you hold dear on this good Earth, I bid you *stand, Men of the West!*
This file is licensed under the Creative Commons Attribution-Share Alike 3.0 Unported license.
Sometimes a Steward is exactly what you need.

18. Thank you
for attending this session and supporting the PASS Business Analytics Virtual Chapter