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– Gartner
Continued

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              It is the application of
             knowledge derived from
            analyzing an organization’s
               data to effect a more
                  positive outcome
Continued

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            It transforms data into
                   knowledge
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        BI is no longer a luxury afforded by a few large
        companies — it is now considered an essential
                     part of the IT portfolio
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Incremental
         Integration/                           User
        Composite                Value
                        Solutions Platform
Reuse   Aggregation                          Empowerment
                              Enablement
• Components                         • Developers     • Security
                     • Component     • Business       • Federation
• Containers          Metadata         Users          • Governance




                                        Composition
  Componentization     Composition                            IT
                                           User
    Capabilities        Semantics                        Requirements
                                        Experience
• Components
• Office                                             • SharePoint
                                   •SharePoint UI
  Clients           Components                        Foundation
                                    • SharePoint
                     Metadata                        • SharePoint
                                      Designer
                                                         2010
                                   • Visual Studio




                                                          IT
                                      Composition
 Componentization    Composition                     Federation &
                                         User
   Capabilities       Semantics                       Governance
                                      Experience
                                                     Requirements
Microsoft SharePoint 2010
                                                  Ribbon UI
                                                  SharePoint Workspace
                                                  SharePoint Mobile
Business Connectivity Services                    Office Client and Office Web App Integration
InfoPath Form Services                            Standards Support
External Lists
Workflow
SharePoint Designer
Visual Studio
                                                                Tagging, Tag Cloud, Ratings
API Enhancements
                                                                Social Bookmarking
REST/ATOM/RSS
                                                                Blogs and Wikis
                                                                My Sites
                                                                Activity Feeds
                                                                Profiles and Expertise
  PerformancePoint Services                                     Org Browser
  Excel Services
  Chart Web Part
  Visio Services
  Web Analytics
  SQL Server Integration                                   Enterprise Content Types
  PowerPivot                                               Metadata and Navigation
                                                           Document Sets
                                                           Multi-stage Disposition
                              Social Relevance             Audio and Video Content Types
                              Phonetic Search              Remote Blob Storage
                              Navigation                   List Enhancements                     21
                              FAST Integration
                              Enhanced Pipeline
Corporate
          Web                                         Self-service solutions/platform (Tail)
          Presence

                                                       • Team dashboards
          Employee
          Portal                                       • Divisional BI Portals

           Knowledge
           Management
           Portal
Users




            Regulatory
            Compliance
            Repository

                    Sales
                    Division
                    Portal   Custom
                             SAP
                                         Extranet   R&D       Division   Business
                             Front-End
                                         Collab     Community Office     Intelligence   Team “ABC”   Project “X”     My
                                         Site                 Site       Dashboard      Site         Site        “Facebook”



        Corporate                              Departments                                       Teams

                                             Empowerment
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6: Delivering BI can be to data
3: The warehouse ismay be to the populated from business
2: Datadataareasenablesmirrored/replicated to warehouse improvement
1: Clients needaccessperiodicallydatacontinuousdirty contention
9:
8:
7:                       a process of warehouse population
5: Manual use accesstoolssources thecleanse data sources
4: Stagingmayvarioussimplify querydirectly reduce data
        sources may data required to data
           cleansing
            warehouse manages datafor analyzing and reporting

Data Sources                          Data Warehouse

                                        Data Marts

               Staging Area




                                                             Client
                                                             Access

                 Manual                                      Client
                Cleansing                                    Access
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        HR   Finance   Inventory
Call Center


  CRM                                 Web Apps




Finance                               Inventory

               Data Warehouse



          HR                    ERP
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                           Product
        Sales   Finance
                          Association
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Reseller sales data by:   Sales quota data by:
• Product                 • Employee
• Order Date              • Time
• Reseller
• Employee                   Quarter grain
• Sales Territory


     Day grain
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          Tip: Format the key of the dimension as
        YYYYMMDD (i.e. 20101201) to make it readily
                      understandable
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        The concept of Slowly Changing Dimensions
             was introduced by Ralph Kimball
Type 1

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         LastName
         update to
          Valdez-
          Smythe
Type 2

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         SalesTerritoryKey
           update to 10
1.
2.
3.




     ETL
Correlate
            Transform
Dimension                 records
  source



                                      Y
                        New record?


                               N
                                      Y
                          Type 1             Update changed
                         change?               column(s)

                               N


                                      Y
                          Type 2          Expire existing     Insert new
                         change?              record            record
Fact    Transform
source


                        Lookup
                     dimension key        Repeat for each
                                          dimension key

                                      Y
                     Lookup failed?

                             N                Insert new
                                           dimension record




                       Insert new
                         record
Technical      Product
                                                                     Growth
                           Architecture   Selection




Planning     Business
                          Dimensional     Physical             Deployment
           Requirements                                  ETL
                           Modeling        Design
             Definition




                               BI              BI
                           Application     Application             Maintenance
                          Specification   Development
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         Control flow and data flow
          will be introduced in the
        following two presentations
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Authoring Reports

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                    1 Express edition only supports local SQL Server
                      Workgroup edition supports SQL Server and Analysis Services only
                    2 Not available in Web and Express Editions
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Delivering Reports

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                     1 Not available in Workgroup or Express editions
                     2 Enterprise Edition only
                     3 Enterprise and Standard Editions only
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What sales did we
expect to achieve
in North America
for CY 2004 Q1?

                                         5,005,000
                    Q1


                    Q2
                                                                 N/A
                    Q3                                      Pacific




                                                                                  ry
                                                                                to
                                                                             rri
                                                        Europe




                                                                           Te
                                                                           s
                                                                         le
                    Q4                               North America




                                                                       Sa
                         Measures Dimension
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        The Data Mining component will
         be covered in a later module
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        Enterprise Edition only
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Excel & PowerPivot Add-in
  Visio & Visio Services
      Excel Services        Community BI
      Report Builder                           Chart Web Parts & Status
                                                      Indicators
                                              PerformancePoint Services
                                                  Reporting Services




              Self-Service &         Organizational
               Personal BI                BI
INSIGHTS


Performance                                       Chart Web        Business
    Point     Excel Services    Visio Services   Parts & Status   Connectivity
  Services                                         Indicators      Services
•

•
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•
Sparklines for better data
                                visualization


Interactive PivotTables
•  upports server-side calculation and browser-based
  rendering of Excel workbooks
• Centralizes shared workbook content across organization
• Supports the following scenarios:
    − Display entire workbook as-is or display selected portions of
      workbook
    − Perform what-if analysis by accepting user input through parameters
    − Integrate workbooks with analytical applications
•
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•

• Consolidates data from multiple data sources
• Provides visualization of multidimensional data using a
  decomposition tree
• Supports the following scenarios:
    − Monitor organizational progress towards established goals
    − Perform interactive browser-based analysis with analytical reports
Detailed KPIs &
                             decomposition tree




    Visual scorecards
integrated with SharePoint
Analytics   Monitoring
•
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PowerView             Excel with PowerPivot           Predictive Analytics     Embedded BI

                                     Familiar End User Tools


                                                                        S
                                                                        S
                               SSAS                                     R
                                                                        S
                                              BI Platform


             Hadoop On
              Windows
               Azure


                                              Connectors
              Hadoop On
            Windows Server
                                                                     Microsoft EDW


Sensors     Devices           Bots        Crawlers
                                                           ERP         CRM   LOB     APPs
                           Unstructured and Structured Data
Better Storage Options

• Database Engine
  • SMB support for database / backup files (Windows Server 8
    Storage Spaces…)
  • New UTF-16 database character encoding support
  • Improved database table/index partitioning (15K max
    partitions)
  • Improved database FILESTREAM scale and performance
  • Improved database FILESTREAM access via FileTable
  • Spatial data type improvements
• Analysis Services
  • Increased OLAP string store limit (4 GB)
  • New “Tabular Server Mode” adds VertiPaq engine support
    (same engine as PowerPivot)
  • New partitioning and paging support for VertiPaq Engine


Improved Indexing and Search (Database Engine)

• New columnstore index technology
• Improved full-text search
• New statistical semantic search
  • Automatic term extraction from content
  • Discover semantic similarities between documents




                                                                7
Security

• Database Engine
  • New contained database support eliminates server login
    dependencies
  • DAC support for permissions and role membership
  • Improved database server roles support customization
  • Improved database default schema support for groups
• VertiPaq Engine (Analysis Services / PowerPivot)
  • New role-based security model

High Availability

• Database Engine (AlwaysOn)
  • Integrated solution across shared and non-shared storage
  • Support for multiple secondaries
  • Support for multi-site failover clusters
  • Support for FILESTREAM
• StreamInsight: New checkpoint support

Resource Utilization

• Database Engine
  • AlwaysOn: readable secondaries (reporting, backups, etc.)
  • Improved online operations
  • New local database runtime support in SQL Server Express




                                                                7
Manage Efficiently at Scale

• Supportability
  • Windows Server Core support
  • Setup support for slipstream upgrade
• Database Engine
  • AlwaysOn: New availability groups support application-centric
    failover
  • DAC Fx: Support for in-place database schema upgrades
  • New Database Recovery Advisor
  • Support for extended event tracing and distributed replay
• Analysis Services
  • Sysprep support
• Integration Services
  • New management / diagnostics tools
• Reporting Services
  • Improved SharePoint Integration


Governance

• Database Engine: Improved Audit
• Data Quality Services: Support for end user, rule-based data
  cleansing




                                                                    7
Rich Modeling Capabilities

• New BI Semantic Model
  • Unified model for reporting, analytics, scorecards and
    dashboards
  • Support for relational and multidimensional APIs
  • Model can be cached (VertiPaq) or pass through (DirectQuery)

Self-Service Reporting, Analytics and Alerting

• New PowerPivot release
  • Usability improvements
  • Improved DAX expression and query language
• New Power View thin client in Reporting Services / SharePoint
  • Presentation-ready at all times
  • Visual, interactive design experience
  • Rich metadata-driven interactivity
• New support for Data Alerts in Reporting Services / SharePoint
  • Defined directly within reports
  • Intuitive Alert rules
  • Alerts self-managed through SharePoint




                                                                   7
Productive Database Development

• Improved Transact-SQL Programmability
  • New ANSI-Standard support for results paging (OFFSET /
    FETCH)
  • New ANSI-Standard support for sequence generators
  • New THROW statement addresses RAISERROR limitations
  • Robust metadata discovery
  • Service Broker improvements
• Improved deployment and upgrade with Data-tier
  applications (DAC Fx)
  • Improved SQL Server / SQL Azure parity
  • Support for more Transact-SQL constructs (e.g. sequence
    generators, spatial types / indexes)
  • Support for both schema and data
• Improved Entity Framework ORM functionality
  • Code first support
  • Improved SQL Server support (Spatial types, stored
    procedures, table-valued functions)
  • Improved performance, scale and diagnostics
  • REST access via WCF Data Services and Odata
• Improved StreamInsight CEP functionality




                                                              7
joann@microsoft.com

William.Pearce@appliedis.com

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AIS SharePoint & BI Presentation 24th july 2012

  • 1.
  • 5. Continued • It is the application of knowledge derived from analyzing an organization’s data to effect a more positive outcome
  • 6. Continued • It transforms data into knowledge
  • 7. − − − • − − BI is no longer a luxury afforded by a few large companies — it is now considered an essential part of the IT portfolio
  • 10. • • − − − − − − • •
  • 11. − − − −
  • 12. − • − • − • − −
  • 14.
  • 15.
  • 16.
  • 18. Incremental Integration/ User Composite Value Solutions Platform Reuse Aggregation Empowerment Enablement
  • 19. • Components • Developers • Security • Component • Business • Federation • Containers Metadata Users • Governance Composition Componentization Composition IT User Capabilities Semantics Requirements Experience
  • 20. • Components • Office • SharePoint •SharePoint UI Clients Components Foundation • SharePoint Metadata • SharePoint Designer 2010 • Visual Studio IT Composition Componentization Composition Federation & User Capabilities Semantics Governance Experience Requirements
  • 21. Microsoft SharePoint 2010 Ribbon UI SharePoint Workspace SharePoint Mobile Business Connectivity Services Office Client and Office Web App Integration InfoPath Form Services Standards Support External Lists Workflow SharePoint Designer Visual Studio Tagging, Tag Cloud, Ratings API Enhancements Social Bookmarking REST/ATOM/RSS Blogs and Wikis My Sites Activity Feeds Profiles and Expertise PerformancePoint Services Org Browser Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration Enterprise Content Types PowerPivot Metadata and Navigation Document Sets Multi-stage Disposition Social Relevance Audio and Video Content Types Phonetic Search Remote Blob Storage Navigation List Enhancements 21 FAST Integration Enhanced Pipeline
  • 22. Corporate Web Self-service solutions/platform (Tail) Presence • Team dashboards Employee Portal • Divisional BI Portals Knowledge Management Portal Users Regulatory Compliance Repository Sales Division Portal Custom SAP Extranet R&D Division Business Front-End Collab Community Office Intelligence Team “ABC” Project “X” My Site Site Dashboard Site Site “Facebook” Corporate Departments Teams Empowerment
  • 24. 6: Delivering BI can be to data 3: The warehouse ismay be to the populated from business 2: Datadataareasenablesmirrored/replicated to warehouse improvement 1: Clients needaccessperiodicallydatacontinuousdirty contention 9: 8: 7: a process of warehouse population 5: Manual use accesstoolssources thecleanse data sources 4: Stagingmayvarioussimplify querydirectly reduce data sources may data required to data cleansing warehouse manages datafor analyzing and reporting Data Sources Data Warehouse Data Marts Staging Area Client Access Manual Client Cleansing Access
  • 25. • • − − • • − − HR Finance Inventory
  • 26. Call Center CRM Web Apps Finance Inventory Data Warehouse HR ERP
  • 27. − − − − − −
  • 28. − − − − − • Product Sales Finance Association
  • 29.
  • 32. − − • − − −
  • 33. Reseller sales data by: Sales quota data by: • Product • Employee • Order Date • Time • Reseller • Employee Quarter grain • Sales Territory Day grain
  • 34. • • • • − • • • Tip: Format the key of the dimension as YYYYMMDD (i.e. 20101201) to make it readily understandable
  • 35. • • • − − − The concept of Slowly Changing Dimensions was introduced by Ralph Kimball
  • 36. Type 1 • • LastName update to Valdez- Smythe
  • 37. Type 2 • • • SalesTerritoryKey update to 10
  • 38. 1. 2. 3. ETL
  • 39. Correlate Transform Dimension records source Y New record? N Y Type 1 Update changed change? column(s) N Y Type 2 Expire existing Insert new change? record record
  • 40. Fact Transform source Lookup dimension key Repeat for each dimension key Y Lookup failed? N Insert new dimension record Insert new record
  • 41. Technical Product Growth Architecture Selection Planning Business Dimensional Physical Deployment Requirements ETL Modeling Design Definition BI BI Application Application Maintenance Specification Development
  • 43.
  • 44. • • • • − − − − −
  • 45. • • • − − Control flow and data flow will be introduced in the following two presentations
  • 47. Authoring Reports • − − − • • − − 1 Express edition only supports local SQL Server Workgroup edition supports SQL Server and Analysis Services only 2 Not available in Web and Express Editions
  • 48. • • − − •
  • 49. Delivering Reports • − − − • − − • − − − 1 Not available in Workgroup or Express editions 2 Enterprise Edition only 3 Enterprise and Standard Editions only
  • 50. − − • − − − −
  • 52. What sales did we expect to achieve in North America for CY 2004 Q1? 5,005,000 Q1 Q2 N/A Q3 Pacific ry to rri Europe Te s le Q4 North America Sa Measures Dimension
  • 53. − − − − • − − The Data Mining component will be covered in a later module
  • 54. − − • − • − − − − Enterprise Edition only −
  • 56. Excel & PowerPivot Add-in Visio & Visio Services Excel Services Community BI Report Builder Chart Web Parts & Status Indicators PerformancePoint Services Reporting Services Self-Service & Organizational Personal BI BI
  • 57. INSIGHTS Performance Chart Web Business Point Excel Services Visio Services Parts & Status Connectivity Services Indicators Services
  • 58.
  • 60.
  • 61.
  • 62. Sparklines for better data visualization Interactive PivotTables
  • 63. • upports server-side calculation and browser-based rendering of Excel workbooks • Centralizes shared workbook content across organization • Supports the following scenarios: − Display entire workbook as-is or display selected portions of workbook − Perform what-if analysis by accepting user input through parameters − Integrate workbooks with analytical applications
  • 65. • • Consolidates data from multiple data sources • Provides visualization of multidimensional data using a decomposition tree • Supports the following scenarios: − Monitor organizational progress towards established goals − Perform interactive browser-based analysis with analytical reports
  • 66. Detailed KPIs & decomposition tree Visual scorecards integrated with SharePoint
  • 67. Analytics Monitoring
  • 69. PowerView Excel with PowerPivot Predictive Analytics Embedded BI Familiar End User Tools S S SSAS R S BI Platform Hadoop On Windows Azure Connectors Hadoop On Windows Server Microsoft EDW Sensors Devices Bots Crawlers ERP CRM LOB APPs Unstructured and Structured Data
  • 70. Better Storage Options • Database Engine • SMB support for database / backup files (Windows Server 8 Storage Spaces…) • New UTF-16 database character encoding support • Improved database table/index partitioning (15K max partitions) • Improved database FILESTREAM scale and performance • Improved database FILESTREAM access via FileTable • Spatial data type improvements • Analysis Services • Increased OLAP string store limit (4 GB) • New “Tabular Server Mode” adds VertiPaq engine support (same engine as PowerPivot) • New partitioning and paging support for VertiPaq Engine Improved Indexing and Search (Database Engine) • New columnstore index technology • Improved full-text search • New statistical semantic search • Automatic term extraction from content • Discover semantic similarities between documents 7
  • 71. Security • Database Engine • New contained database support eliminates server login dependencies • DAC support for permissions and role membership • Improved database server roles support customization • Improved database default schema support for groups • VertiPaq Engine (Analysis Services / PowerPivot) • New role-based security model High Availability • Database Engine (AlwaysOn) • Integrated solution across shared and non-shared storage • Support for multiple secondaries • Support for multi-site failover clusters • Support for FILESTREAM • StreamInsight: New checkpoint support Resource Utilization • Database Engine • AlwaysOn: readable secondaries (reporting, backups, etc.) • Improved online operations • New local database runtime support in SQL Server Express 7
  • 72. Manage Efficiently at Scale • Supportability • Windows Server Core support • Setup support for slipstream upgrade • Database Engine • AlwaysOn: New availability groups support application-centric failover • DAC Fx: Support for in-place database schema upgrades • New Database Recovery Advisor • Support for extended event tracing and distributed replay • Analysis Services • Sysprep support • Integration Services • New management / diagnostics tools • Reporting Services • Improved SharePoint Integration Governance • Database Engine: Improved Audit • Data Quality Services: Support for end user, rule-based data cleansing 7
  • 73. Rich Modeling Capabilities • New BI Semantic Model • Unified model for reporting, analytics, scorecards and dashboards • Support for relational and multidimensional APIs • Model can be cached (VertiPaq) or pass through (DirectQuery) Self-Service Reporting, Analytics and Alerting • New PowerPivot release • Usability improvements • Improved DAX expression and query language • New Power View thin client in Reporting Services / SharePoint • Presentation-ready at all times • Visual, interactive design experience • Rich metadata-driven interactivity • New support for Data Alerts in Reporting Services / SharePoint • Defined directly within reports • Intuitive Alert rules • Alerts self-managed through SharePoint 7
  • 74. Productive Database Development • Improved Transact-SQL Programmability • New ANSI-Standard support for results paging (OFFSET / FETCH) • New ANSI-Standard support for sequence generators • New THROW statement addresses RAISERROR limitations • Robust metadata discovery • Service Broker improvements • Improved deployment and upgrade with Data-tier applications (DAC Fx) • Improved SQL Server / SQL Azure parity • Support for more Transact-SQL constructs (e.g. sequence generators, spatial types / indexes) • Support for both schema and data • Improved Entity Framework ORM functionality • Code first support • Improved SQL Server support (Spatial types, stored procedures, table-valued functions) • Improved performance, scale and diagnostics • REST access via WCF Data Services and Odata • Improved StreamInsight CEP functionality 7