Business Intelligence


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SharePoint Saturday, New Jersey
Susan Lennon,
Sr Consultant
Microsoft Consulting Services

Published in: Technology, Business
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  • Microsoft puts more power into the hands of Excel users, with the ability to mashup large volumes of data from various sources and perform rapid information analysis using PowerPivot in Excel. With xVelocity in-memory technologies, users benefit from extreme performance – so they can gain insights quickly, even from very large data sets. With SharePoint, anyone can share insights and work together on interactive reports. From there, workbooks can be published and delivered seamlessly in a browser interface via Excel Services. Excel users now have powerful guided data exploration and analysis experiences through Quick Explore and Quick Analysis, which provide intuitive data navigation, trend analysis, and suggestive charting capabilities. Quick Analysis enables users to leverage intelligent suggestions to quickly illustrate data and pivot tables. They can also easily create trendcharts showing the change of a dimension or measure over time. Quick Explore makes powerful data exploration techniques easy by enabling operations such as drill up, drill down, and cross-drill queries from the familiarity of Excel. These features are supported both in the client as well as in the web environment through Excel Services in SharePoint.
  • The popularPowerPivot feature is now thedata modeling engine native in Excel, so it is no longer necessary to download the separate the add-in, as it can now be simply activated in the add-in menu. Excel continues to enhance its support for connecting to various data sources. Userscan connect to traditional data sources such as various databases on premise as well as in the cloud, as well as various data feeds and flat files. PowerPivot pioneered the self-service BI concept, by allowing Excel to hold more than millions of rows of data in a compressed analytical format for high performance calculations within memory. It is now being used to create complex relationships and hierarchies to design your data model according to your business. For example, userscan create custom measures using DAX formulas directly in Excel as well as add custom aggregations as well as KPIs to the data model. There was always the ability to define KPIs in the server for global use, but we’ve added the ability to add user based KPIs in the reports as well.
  • Excel has traditionally offered a number of basic data cleansing capabilities, but with Excel 2013 we have added some clever tools to enhance this experience. With the new Flash Fill feature, Excel will intelligently find the patterns of my data and suggest to fill the remaining cells. The Quick Analysis feature allows users to preview different conditional formatting, or instantly identify duplicate or unique values, as well as add recommended charts according to my data.
  • Pivot Tables and Charts are now de-coupled, so it is possible to create separate charts without having to create a table beforehand. There is also a new slicer called the Timeline, which automatically detects the time dimension in your data, and helps filter the data accordingly. It is now easy to use pure drill down and drill through capabilities with the Quick Explore feature. It grants the ability to quickly create trend charts to display data over time.
  • Another major addition to Microsoft’s Self-Service BI platform is Power View in Excel and SharePoint. Power View is a highly interactive, browser-based data exploration, visualization, and presentation experience for users of all levels—from business executives to information workers. First introduced with SQL Server 2012, Power View now empowers anyone to visually explore data, easily create interactive visualizations, and effortlessly present and share reports—all within the familiarity of Excel and SharePoint. Self-Service BI needs to go beyond individual insight. It should empower users to work together to share insights and develop them collectively. With SharePoint, all of these powerful Self-Service BI capabilities are seamlessly extended into a collaborative BI platform for sharing of insights and working together to develop insights even further. SharePoint enables collaborative browser-based data exploration, visualization, and presentation experiences. For example, executives and business users can monitor and discuss information through collaborative BI Dashboards, enabling them to make better decisions using scorecards and social features.
  • Power View as standalone version in SharePoint was an exciting introduction to the world of visualizations, but now that it has been embedded as a native feature in Excel, the opportunities are limitless. This feature allows users to create interactive reports with intuitive charts, grids and filters to help define insights and share with others.
  • Excel Services in SharePoint allows users to directly save their workbooks and publish their reports to a SharePoint site, which will render the workbooks in the browser. This feature now supports a higher level of parity between the browser and the Excel client with features like the field well and quick explore, as well as utilizing the full features of SharePoint such as collaborative editing.
  • Search in SharePoint allows IT to customize the result sets to tailor to end users’ business needs. There is a built in category named ‘Reports’ that will automatically guide the search results to BI related reports, and provide previews of the file for quick reference.
  • As organizations increasingly empower end users with self-service BI, the need for IT control and manageability becomes even more essential. Microsoft enables IT to deliver self-service BI, while delivering a whole new level of manageability, control, and compliance. Microsoft enables enterprise grade IT governance and scale for BI solutions via SQL Server and SharePoint. With Microsoft BI, IT has the tools and capabilities they need to manage and protect the data and content that end users are creating. We uniquely provide IT administrators with tools for monitoring and managing user-generated content, as well as for transforming that content into enterprise grade solutions that are professionally managed by the IT department. This simplifies compliance without hampering user agility and creativity. With SharePoint 2013, organizations can easily administer and control the BI environment through a set of familiar, integrated management capabilities. In addition, with Inquire for Excel and Audit and Control Manager for SharePoint, IT has the tools it needs to take control of user-created Excel reports, helping to reduce the risk of errors, detect potential fraud, and facilitate compliance mandates. These features helps to create what we call “managed Self-Service BI”, with a range of capabilities for discovery, assessment, analysis, and control of user-created workbooks throughout the organization.
  • The SharePoint Central Administrator is a central tool that allows IT Pros and Power Users to customize and manage their BI environment in an integrated environment. It is possible to enable and monitor vital services for BI, as well as assess the usage patterns of users for analyzing security as well as database capacity planning.
  • The new Inquire for Excel, and Audit and Control Management Server for SharePoint, allows IT Pros to analyze the organization’s spreadsheet usage, to identify crucial workbooks with certain rules such as size, external connections, pivot tables etc. These capabilities allow for finding dependencies as well as tracking lineage to secure BI assets and reduce risks of errors or inconsistency in the organization. The server component works to crawl the organization network to find these critical workbooks and their characteristics, while the Excel client component offers detailed analysis of the workbooks as well as comparison to different versions for integrity.
  • Business Intelligence

    1. 1.
    2. 2. Share
    3. 3. A report is the presentation of data transformed into formatted and organized information according to specific business requirements • A scorecard measures performance against goals. • A scorecard displays graphic indicators that visually convey the overall success or failure of an organization in its efforts to achieve a particular goal.
    4. 4. A KPI is a metric that is tied to a target. The KPI usually represents how far away a metric is from its pre-determined target. Indicators, sometimes called icons, are graphical elements that give visual cues about performance. A dashboard is a container for various types of reports, including scorecards. Visual displays of information needed to achieve one or more objectives
    5. 5. Easily combine data from any source to create fully interactive reports and insights with guided exploration Visually discover and share insights for collaborative decision making across the organization Manage self-service BI with control & compliance for end user created assets
    6. 6. Get suggestions on chart types based on your data Preview your graphs, formatting and KPIs
    7. 7. Analyze trends and timelines Quickly navigate through your data
    8. 8. Fine tune your reports with chart and view filters Visualize your insights with interactive charts
    9. 9. Share your Excel workbooks in the web Use slicer targets to optionally filter dashboard items Interact with your workbook with all of the rich features of the Excel client in the browser
    10. 10. Preview reports for quick reference Search for reports and expertise
    11. 11. Manage your BI assets with powerful tools Simplify IT tasks with centralized settings
    12. 12. Assess your workbook for errors and risks Track changes for regulatory compliance
    13. 13. 2010 BI Architecture: Excel Services 2010: 2010 Enterprise Features: New in 2013: SSRS and SP 2010: Changes from 2010 to 2013: 2013 BI Center: business-intelligence-center-HA101809949.aspx Create a BI Center: 15&CTT=5&origin=HA104046017 Excel Services: Create PPS Connection:
    14. 14. Create PivotTable: d&Version=15&CTT=5&origin=HA102772329 BI Scenario for 2013: PPS Overview: SSRS Overview: Visio Services Overview: 2013 Demos:  Power BI for Office 365: bi-for-office-365.aspx
    15. 15. G