1. Delivering BI Through Microsoft Office System 2007
Rafal Lukawiecki Strategic Consultant, Project Botticelli Ltd

2. Objectives Understand how knowledge workers interact with a BI system
Review Excel, Visio, and Sharepoint/PerformancePoint Server
This seminar is based on a number of sources including a few dozen of Microsoft-owned presentations, used with permission. Thank you to Marin Bezic, Kathy Sabourin, Aydin Gencler, Bryan Bredehoeft, and Chris Dial for all the support. Thank you to Maciej Pilecki for assistance with demos.
The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. The material presented is not certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to the information in this presentation.
Portions © 2009 Project Botticelli Ltd & entire material © 2009 Microsoft Corp. Some slides contain quotations from copyrighted materials by other authors, as individually attributed or as already covered by Microsoft Copyright ownerships. 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 Project Botticelli Ltd as of the date of this presentation.  Because Project Botticelli & Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided after the date of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE.

3. Excel 2007

4. Excel + Excel Services Excel Excel Services Ad-hoc analytics
11/28/2018 4:53 AM
Excel + Excel Services
Excel
Ad-hoc analytics
New BI features:
Deep Analysis Services integration
Data Mining
Excel Services
Part of MOSS 2007
A ‘real’ server product – security, perf, scale
Scenarios
One version of the truth BI
Server based calculations
© 2007 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.

5. Data Mining Add-Ins for Excel
Free add-in for Excel 2007
Requires SQL Server 2008 Analysis Services
Analyze Tab – simpler to use
Data Mining Tab – full power

6. Excel and Multidimensional Data
New Pivot Tables in Excel 2007
Support for KPIs from OLAP
Naturally, integration with PerformancePoint Server

7. 11/28/2018 4:53 AM
Demo
1. Pivot Reports for Multidimensional Analysis 2. Market Basket Analysis 3. Finding Outliers with Data Mining
© 2007 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.

8. SharePoint Performance Services

9. Performance Management
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Performance Management
Scorecard & Dashboard
What is happening?
Reporting
What happened?
Analytics
Why?
Single Data Model
Forecasting
What will happen?
Process requires past information, present conditions and future outcomes
© Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 9

10. 11/28/2018 4:53 AM
Position of PerformancePoint Server 2007 PPS SP2 (Dec 08) Enabled SQL 2008
Performance
Management
Applications
Business Scorecard Manager 2005
Now: PerformancePoint Server 2007
ProClarity Analytics 6
Future: SharePoint Server Performance Services
Office SharePoint Server 2007
SQL Server Analysis Services
Office Excel 2007
SQL Server Integration Services
SQL Server Reporting Services BI
Platform
SQL Server 2005 or 2008 10
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

11. Monitoring with PPS
Business users can build performance dashboards easily through an integrated design experience across monitoring and analytics

12. Analytics with PPS Capture and share analytical best practices
No coding
Integration of KPIs and analytics
Use multidimensional slice and dice, drill-across, drill-to-detail, root-cause analysis, prediction and centralized business logic definitions

13. Reporting and Consolidation in PPS
Combine operational and financial data into one report
No need to reconsolidate manually
Dynamic and standard reports
Consistent live reports published from Excel to Reporting Services and Microsoft Office Server

14. Architecture Dashboard Designer MOSS Web Service Scorecard Server
Excel
Deploy Scorecard
PowerPoint
Build Scorecard
SSRS
Access Data
Data Sources
ASP.NET
Scorecard Database

15. Dashboard Designer
Details pane
Workspace Browser
Workspace

16. Indicator Communicate progress toward goals visually
Target value at center with actual value deviation above or below
Use 3 to 10 bands to show relationship between actual and target values

17. A Normalized KPI Compares actual and target values as ratios
(Target value-worst value) as 100%
(Actual value –worst value) / target value as percentage of target value
Target value
Actual value
Worst value
Target value – worst value
Actual value – worst value

18. An Actual Value KPI Compares actual value to defined threshold ranges
Ignores target value
Worst value
Actual value
Best value

19. A Scored KPI Compares actual value to defined threshold ranges
Ignores target value
Lowest score (-1)
Actual value
Highest score (1)

20. Developing a Dashboard
Choose a dashboard layout
Assign elements to a dashboard zone
Add filters
Preview the dashboard
Deploy to SharePoint

21. 11/28/2018 4:53 AM
Demo
Building a Dashboard, Scorecard, and a KPI Using PerformancePoint Server
© 2007 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.

22. Visualising BI with Microsoft Visio

23. Two Trends that Lead to… The Messy Diagram
© 2007 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.

24. Data Visualization Fault Analysis Tree
11/28/2018 4:53 AM
Data Visualization Fault Analysis Tree
Color By Value
Text Callouts
Status Indicators
Data Bars
© 2007 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.

25. Data Visualization Manufacturing
11/28/2018 4:53 AM
Data Visualization Manufacturing
Specialized Shapes
© 2007 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.

26. Performance Point Server
Visualize
PPS Scorecard data in context
Performance Point Server

27. Conclusions

28. Summary Office 2007 makes BI easy to access by every knowledge worker
Vision of Self-service BI starts with Office 2007
Performance Services helps monitor and analyse company performance
Build a dashboard with KPIs today!

29. © 2009 Microsoft Corporation & Project Botticelli Ltd
© 2009 Microsoft Corporation & Project Botticelli Ltd. All rights reserved.
The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. The material presented is not certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to the information in this presentation.
Portions © 2009 Project Botticelli Ltd & entire material © 2009 Microsoft Corp. Some slides contain quotations from copyrighted materials by other authors, as individually attributed or as already covered by Microsoft Copyright ownerships. 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 Project Botticelli Ltd as of the date of this presentation.  Because Project Botticelli & Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided after the date of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE.