Understanding Microsoft
Self-Service BI
Devin Knight
[email protected]
@knight_devin
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
About Devin
•
•
•
•
Training Director
Author of 5 books
Runs JSSUG User Group
Blogs at BIDN.com
Twitter: @knight_devin
[email protected]
INTELLIGENT DATA SOLUTIONS
• Will work for cupcakes
• Popup books about maintaining a
healthy relationship with your
miniature donkeys.
• And supporting cult being
investigated by the government.
• Blogs mainly consist of a collection of
internet cat pictures
WWW.PRAGMATICWORKS.COM
Different Levels of Business Intelligence
Personal BI
• Drives Agility
• Role and Task Focused
Team BI
• Drives Accountability
• Process and Team
Focus
Corporate BI
• Drives Alignment
• Corporate Focus
Data Explorer
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Which BI Do I Need?
Problem
I need to quickly prototype a solution to work out requirements for a larger project
Best Solution
Personal BI
Data Explorer
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Which BI Do I Need?
Problem
I need to address data quality problems with my data sources
Best Solution
Corporate BI
Data Explorer
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Which BI Do I Need?
Problem
I need one version of the truth with my data. Meaning everyone should base reports
on the same data structure.
Best Solution
Corporate BI
Data Explorer
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Which BI Do I Need?
Problem
I need a more agile approach to developing BI.
Best Solution
Personal BI
Data Explorer
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Self-Service BI Roles
Data Wrangler
• Harmonize and Rationalize Data
• Brings Together and Creates Meaning out of Data
Data Steward
• Ensures data standards and cohesion
• Develops policies and creates mechanisms to ensure policies are enforced
Power Analysts
• Develops Dashboards and Interactive Reports
• Uses Data Models Created by Data Wranglers
Collaborative Users
Data Explorer
INTELLIGENT DATA SOLUTIONS
• Add Perspective Based on Their Knowledge of the Business
WWW.PRAGMATICWORKS.COM
Self-Service BI Lifecycle
Data
Extraction
INTELLIGENT DATA SOLUTIONS
Data
Modeling
Data
Presentation
WWW.PRAGMATICWORKS.COM
Databases
Tables
Flat Files
Charts
Reporting Services
Cloud
SharePoint Lists
Relationships
Apps For Office
Hierarchies
Calculations
Tables
Key Performance
Indicators
Charts
Internet
Maps
Active Directory
Exporting
Facebook
Hadoop
INTELLIGENT DATA SOLUTIONS
3-D Maps
WWW.PRAGMATICWORKS.COM
When Do I Engage IT?
Access
Read access is required for all necessary data
sources
Scalability
When you need your solution to scale to a
large user base
Data Explorer
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Power Pivot
Why use Power Pivot?
Why is Power Pivot so Fast?
Who Should Use Power Pivot?
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Learning Curve
Different Flavors of Analysis Services
Power Pivot
Power Pivot For
SharePoint
Analysis Service
Tabular
Analysis Service
Multidimensional
Scalability
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Why Use Power Pivot?
Performance
Uses In-Memory Technologies Providing
Unmatched Analytical Performance
Short Development Cycles
Quick and Easy to Create and End to End Solution
End User Capable
Familiar Tools with Enhanced Capabilities
300 Million Excel Users Worldwide
10% of Excel Users Create PivotTables
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Introduction to DAX
What is DAX?
Data Analysis Expression Language
Query Language for Power Pivot
Why DAX?
Designed to Support a Larger User Base
Simpler than Traditional Technical Languages to
Learn
Leverage Existing Knowledge of Excel Formulas
Less of a Learning Curve for Analyst
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Who Should Use Power Pivot?
Data Wrangler
• Harmonize and Rationalize Data
• Brings Together and Creates Meaning out of Data
Data Steward
• Ensures data standards and cohesion
• Develops policies and creates mechanisms to ensure policies are enforced
Power Analysts
• Develops Dashboards and Interactive Reports
• Uses Data Models Created by Data Wranglers
Collaborative Users
• Add Perspective Based on Their Knowledge of the Business
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Demos
Importing data into Power Pivot
Creating a Data Model in Power Pivot
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Power Query
Power Query Overview
Why Use Power Query?
Who Should Use Power Query?
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Ways to Pull in Data
Data Tab
Power Pivot
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Data Discovery with Power Query
Discover
INTELLIGENT DATA SOLUTIONS
Combine
Refine
WWW.PRAGMATICWORKS.COM
Who Should Use Power Query?
Data Wrangler
• Harmonize and Rationalize Data
• Brings Together and Creates Meaning out of Data
Data Steward
• Ensures data standards and cohesion
• Develops policies and creates mechanisms to ensure policies are enforced
Power Analysts
• Develops Dashboards and Interactive Reports
• Uses Data Models Created by Data Wranglers
Collaborative Users
• Add Perspective Based on Their Knowledge of the Business
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Demos
Discover -> Consume -> Visualize
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Power View
Power View Overview
Why Use Power View?
Who would use Power View?
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Microsoft Reporting Options
Excel PivotTables
PowerPivot
Reporting Services
Main Purpose
Main Purpose
Main Purpose
Ad-hoc Reporting
Ad-hoc Analytics and Reporting
Who Uses It
Who Uses It
End Users
Requirements
Any Version of Excel
Who Uses It
Power Users
Developers
Requirements
Requirements
Excel 2010 or Higher
SQL Server
Power View
PerformancePoint
Main Purpose
Main Purpose
Data Exploration
Who Uses It
End Users
Requirements
SQL 2012 / SharePoint 2010
SP1 or Excel 2013
INTELLIGENT DATA SOLUTIONS
Pixel Perfect Static Reporting
Dashboards
Who Uses It
Developers
Requirements
SharePoint 2007 or Higher
WWW.PRAGMATICWORKS.COM
Flavors of Reporting Services
Reporting Services
Report Builder
Power View
• Development in Visual
Studio
• Use by Developers
• Highly Customizable
• Intended for Power
Users
• Click-Once Application
• Office Look and Feel
• Designed for End Users
• Silverlight Based
• Data Exploration Tool
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Who Should Use Power View?
Data Wrangler
• Harmonize and Rationalize Data
• Brings Together and Creates Meaning out of Data
Data Steward
• Ensures data standards and cohesion
• Develops policies and creates mechanisms to ensure policies are enforced
Power Analysts
• Develops Dashboards and Interactive Reports
• Uses Data Models Created by Data Wranglers
Collaborative Users
• Add Perspective Based on Their Knowledge of the Business
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Demos
Creating Power View Report
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Power Map
Power Map Overview
Linking Geographical Fields to Power Map properties
Mapping Time Data
Creating a Power Map Tour
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Power Map Overview
Power Map Features
3-D Data Visualization Tool for Excel 2013
Plots Geography Data Visually
Analyze Data on a 3-D globe Using Bing
Create Visual Tours to Share with Others
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Animating Maps with Time Data
Mapping Time Data
First Half of Bringing Life into Maps
Time Settings
Data Point Persistence
Instant
Time Accumulation
Persist the Last
Easy Date Range Filter Capabilities
Playback Speed Control
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Creating a Power Map Tour
Power Map Tours
Second Half of Bringing Life into Maps
Guided Tour of Important Elements you want
to Highlight
Creating Tour Scenes
A Tour is a Collection of Scenes
Scenes can be Named and have Different
Effects Applied to them
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Demos
Power Map
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Power BI
Power Pivot
Power Query
Power View
Power Map
Natural Language Search
Mobile BI
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Thanks!
Email:
[email protected]
Twitter:
@knight_devin
Blog:
www.devinknightsql.com
INTELLIGENT DATA SOLUTIONS
WWW.PRAGMATICWORKS.COM
Descargar

Understanding Microsoft Self-Service BI