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

2. 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. 3 Excel 2007

4. 4 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

5. 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. 6 Excel and Multidimensional Data New Pivot Tables in Excel 2007 Support for KPIs from OLAP Naturally, integration with PerformancePoint Server

7. 7 1. Pivot Reports for Multidimensional Analysis 2. Market Basket Analysis 3. Finding Outliers with Data Mining

8. 8 SharePoint Performance Services

9. 9 Performance Management Forecasting What will happen? Process requires past information, present conditions and future outcomes Reporting What happened? Scorecard & Dashboard What is happening? Analytics Why?

10. 10 Office SharePoint Server 2007 SQL Server 2005 or 2008 SQL Server Integration Services SQL Server Reporting Services BI Platform Performance Management Applications Position of PerformancePoint Server 2007 PPS SP2 (Dec 08) Enabled SQL 2008 SQL Server Analysis Services Office Excel 2007 Business Scorecard Manager 2005 ProClarity Analytics 6 Now: PerformancePoint Server 2007 Future: SharePoint Server Performance Services

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

12. 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. 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. 14 Architecture Data Sources Scorecard Server Deploy Scorecard Web Service Dashboard Designer MOSS Build Scorecard Scorecard Database Access Data Excel PowerPoint SSRS ASP.NET

15. 15 Dashboard Designer Details pane Workspace Browser Workspace

16. 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. 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 1)Target value 2)Actual value 3)Worst value 4)Target value – worst value 5)Actual value – worst value

18. 18 An Actual Value KPI Compares actual value to defined threshold ranges Ignores target value 1)Worst value 2)Actual value 3)Best value

19. 19 A Scored KPI Compares actual value to defined threshold ranges Ignores target value 1)Lowest score (-1) 2)Actual value 3)Highest score (1)

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

21. 21 Building a Dashboard, Scorecard, and a KPI Using PerformancePoint Server

22. 22 Visualising BI with Microsoft Visio

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

24. 24 Data Visualization Fault Analysis Tree Status Indicators Color By Value Text Callouts Data Bars

25. 25 Data Visualization Manufacturing Specialized Shapes

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

27. 27 Conclusions

28. 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. 29 © 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.