1. Required Slide Tech Ed North America 2010 4/21/2017 6:05 AM
© 2010 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.

2. Tech Ed North America 2010 Udaya Hegde Director Proviz Inc.
Required Slide
SESSION CODE: BIP07-INT
Financial Services Case Study Using the Microsoft BI Platform to Solve an Industry Wide Challenge - Data Integration & Consolidation for Self Service BI and Reporting in Near Real Time
Udaya Hegde
Director
Proviz Inc.
© 2010 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.

3. TABLE OF CONTENTS Introduction Context Business Challenges
Tech Ed North America 2010
4/21/2017 6:05 AM
TABLE OF CONTENTS
Introduction
Context
Business Challenges
Value Proposition
Demo
Q&A
© 2010 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.

4. PROVIZ PROVIZ INC Business Expertise Headquarters in Princeton, NJ
Tech Ed North America 2010
4/21/2017 6:05 AM
PROVIZ INC
Business Expertise
Collaboration
Enterprise Content Management
Database Consolidation
Business Intelligence
Cloud Computing
Systems Integration
Applications Development
User Experience
Multi channel communications
Applications Compatibility
Headquarters in Princeton, NJ
Established 1997
PROVIZ
© 2010 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. Tech Ed North America 2010
4/21/2017 6:05 AM
SCENARIO
Market Exposure is proportion of money invested in a specific segment
For e.g.: If you have stock worth $1000, Market Exposure is $1000
Two Financial Analysts - One based in London and the other in New York
Firm has a Shared Services Model with EDW (Enterprise Data Warehouse) based in New York
New York analyst needs to look at the latest Market Exposure with real-time Market Price
Europe Analyst needs to quickly prepare a report on Market Exposure to Greece, which is making news this morning
© 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.

6. SESSION OBJECTIVES Implementation perspective Value Proposition
Tech Ed North America 2010
4/21/2017 6:05 AM
SESSION OBJECTIVES
Implementation perspective
Value Proposition
SharePoint 2010, PowerPivot and SQL BI
Best practices and limitations
© 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.

7. Tech Ed North America 2010
4/21/2017 6:05 AM
Scenario
Market Exposure is proportion of money invested in a specific segment
For e.g.: If you have stock worth $1000, Market Exposure is $1000
VIDEO
© 2010 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. REALITY CHECK Business Requirements IT Needs Quick Delivery
Tech Ed North America 2010
4/21/2017 6:05 AM
REALITY CHECK
Business Requirements
IT Needs
Quick Delivery
Rapid Development and Deployment
Single Source of Data
Single Version of the Truth
Reporting Near Real Time
Integrated Infrastructure
Self-Service Report Authoring
Strict Authentication and Authorization
Cross Product Analysis and Reporting
Integrated Platform
© 2010 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.

9. PROJECT PROFILE Client Business Focus Financial Asset Management
Tech Ed North America 2010
4/21/2017 6:05 AM
PROJECT PROFILE
Client Business Focus
Financial Asset Management
- Global Clients, 150 billion USD Asset Under Management
Estimated Data Growth
500K records per day
Number Data Sources 23
Estimated Size at the end of 5 Yrs.
2.0 TB
Development Team Size 2
Duration
4 Months
Platform Capabilities
Data Integration, On-demand Visualization and Reporting
© 2010 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.

10. Architecture Tech Ed North America 2010 4/21/2017 6:05 AM REPORTS
ANALYSIS TOOLS
SQL 2008R2 Reporting Manager
Ad-hoc Analysis Tools
e.g.: PowerPivot and Excel
Excel 2010 Plug-in
SQL Analysis Services
User Authorization
Components (SSO)
WCF Data Services
SharePoint Excel Services
Staging
Warehouse
SQL SERVER 2008 R2
REPOSITORY
SQL Integration Services
DATA INTEGRATION
Market Exposure Calculation
CALCULATORS
NAV Calculation
SQL Report Builder
APPLICATION SERVICES AND WORKFLOWS
SilverLight & .Net4.0
Performance Point & DAX
SharePoint 2010
SECURITY
PORTAL & PRESENTATION
DATA SERVICES
© 2010 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.

11. SharePoint Performance Point Services Dashboards
Tech Ed North America 2010
4/21/2017 6:05 AM
SharePoint Performance Point Services Dashboards
DEMO #1
© 2010 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.

12. Demo #1 - Key Take Away End User Benefits
Tech Ed North America 2010
4/21/2017 6:05 AM
Demo #1 - Key Take Away End User Benefits
Integrated SharePoint and PerformancePoint Services
Dashboard Designer
Decomposition Tree
Report Viewer Web Parts
Self-Service
2010 SharePoint Business Intelligence Platform helps unleash full potential of an existing EDW that organizations have invested millions in
© 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.

13. EDW LIMITATIONS Extract Transform Load On-Demand Data Analysis
Tech Ed North America 2010
4/21/2017 6:05 AM
EDW LIMITATIONS
Extract Transform Load
EDW doesn’t solve the issue of ad-hoc analysis unless data is “ETL”ed
On-Demand Data Analysis
EDW typically is not a real-time system as the data volume poses a challenge for near-real time ETL/Cube Processing
Challenging Quick Turn Around
EDW enhancements are not a quick turn-around activity. It takes several weeks and standardized release cycles to make modifications to EDW schema
Stability and Control
EDW supports controlled data access via well defined interfaces.
Financial analysts typically spend 30% of their time in data gathering activities
© 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.

14. How Do I Perform On-demand Analysis Leveraging New Self-Service Tools
Tech Ed North America 2010
4/21/2017 6:05 AM
ANALYST
Market is Extremely Volatile This Morning, Need to Check Latest Exposure to Greece
Need to Create a Report for Executive Meeting this Afternoon
EDW has Yesterday’s Positions But Not Latest Market Price
Even if I am Able to Get the Latest Price in my Spreadsheet, How do I apply to Yesterday’s Positions
How Do I Perform On-demand Analysis Leveraging New Self-Service Tools
© 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.

15. Tech Ed North America 2010
4/21/2017 6:05 AM
Aggregating data from the Organization’s EDW and market Feeds using PowerPivot
DEMO #2
© 2010 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.

16. Tech Ed North America 2010
4/21/2017 6:05 AM
ANALYST
SUCCESS!
I am able to gather previous day position data from EDW and apply Real-time pricing and other information from Market data provider such as Bloomberg/Thomson Reuters. Using DAX features I am able to join disparate data and create Charts and Graphs.
© 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.

17. Publish PowerPivot to SharePoint
Tech Ed North America 2010
4/21/2017 6:05 AM
Publish PowerPivot to SharePoint
DEMO #3
© 2010 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.

18. Track Resources Resource 1 Resource 2 Resource 3 Resource 4
Required Slide
Track PMs will supply the content for this slide, which will be inserted during the final scrub.
Tech Ed North America 2010
4/21/2017 6:05 AM
Track Resources
Resource 1
Resource 2
Resource 3
Resource 4
© 2010 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.

19. SUMMARY End User Benefits
Tech Ed North America 2010
4/21/2017 6:05 AM
SUMMARY End User Benefits
Quick Turnaround to Business Changes
Empowering Business Users
Context-based Access for External Users
Leveraging Core Investment
Rich and Dynamic Reporting
Integrated Development Environment
© 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.

20. Resources Learning Required Slide www.microsoft.com/teched
Tech Ed North America 2010
4/21/2017 6:05 AM
Required Slide
Resources
Learning
Sessions On-Demand & Community
Microsoft Certification & Training Resources
Resources for IT Professionals
Resources for Developers
© 2010 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.

21. Required Slide
Speakers, please list the Breakout Sessions, Interactive Sessions, Labs and Demo Stations that are related to your session.
Tech Ed North America 2010
4/21/2017 6:05 AM
Related Content
BIU302 Enriching Microsoft PowerPivot for Microsoft Excel Applications Using DAX (Data Analysis Expressions)
BIU06-INT Microsoft Excel and Excel Services 2010: Top 10 Things You Need to Know for Business Intelligence
BIU201 Building Sophisticated BI Applications Using Microsoft PowerPivot for Microsoft Excel
BIU203 Delivering Self-Service BI in Your Organization Using Microsoft Excel, Excel Services, and Microsoft PowerPivot
BIO04-INT Deep Dive on Time Intelligence with PerformancePoint Services
BIE303 Deploying and Managing PowerPivot for SharePoint 2010
BIE401 Deep Dive on PowerPivot Technologies
© 2010 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. Complete an evaluation on CommNet and enter to win!
Tech Ed North America 2010
4/21/2017 6:05 AM
Required Slide
Complete an evaluation on CommNet and enter to win!
© 2010 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.

23. Tech Ed North America 2010 4/21/2017 6:05 AM
© 2010 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.
© 2010 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.