Enabling Self Service Business Intelligence using Excel


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  • As we look at the IT industry today, a number of important trends are changing the way software is being purchased, deployed and used in the organization. Data ExplosionThe volume of data in the workplace is exploding. According to IDC, digital data will grow more than 40x over the next decade. As more and more data is created digitally, we expect to see ever greater demands being placed on our data platforms to store, secure, process and manage these large volumes of data.Consumerization of ITToday we see an increasing trend toward the “consumerization” of IT which is creating the demand for highly interactive and easy-to-use experiences in the business environment. As consumers, we are accustomed to powerful user-friendly experiences, whether searching the Internet on a mobile device to find information instantly, or quickly accessing our personal financial data. In the workplace, however, we are often unable to answer even the most basic questions about our business. Increasingly, users demand business experiences that more closely mirror the convenience and ease of use in consumer life.Private and Public CloudCloud computing is changing the way data is accessed and processed, and it is creating whole new models for the way applications are delivered. According to IDC, Cloud services will account for 46% of net-new growth in overall IT spending. With private and public cloud infrastructure, organizations have an opportunity to reduce TCO dramatically as data volume increases. As we see an evolution toward greater use of private and public clouds, we see an increasing need for solutions that support hybrid cloud scenarios.
  • http://searchdatamanagement.techtarget.com/definition/business-intelligence
  • Since the goal of building a business intelligence solution is to drive better decision making, there is no single solution scenario to describe what a BI Solution looks like.There are however some broad categories of solutions that describe common approaches to BI solutions that are defined on this slide. These solutions range from low complexity / small investment (Operational Reporting) up to high complexity / large investment (Enterprise Data Warehousing)This workshop will focus on the Data Mart / Integrated Reporting and Analytics solution scenario because it covers all of the technology used in the other scenarios, and is very common in the ISV and SI space. Building a data mart means providing improved access and tools to business users of your application data at all levels of the organization (executives, analysts, information workers, front-line workers), allowing your customer to better leverage the data assets contained in your application.By understanding this solution scenario, you can decide how to approach building your first BI solution. Some developers may elect to start small by simply providing improved access to operational data as described in the Operational Reporting scenario. Other developers may decide to tackle the larger problem of providing comprehensive integrated reporting and analytics capabilities to their application as described in the Data Mart scenario. Truly adventurous developers may decide to tackle the larger problem of Enterprise Data Warehousing, and attempt to provide their customer with an Enterprise Information Management solution which solves the larger problem of providing an integrated view of enterprise information across application boundaries.
  • 1. Get list of files2. Search: Puerto Rico – List of radio Stations3. Search: Winners - NBA Most Valuable Player Award4. Search: List of municipalities - Municipalities of Puerto Rico5. Gas Prices: http://www.gasbuddy.com/GB_Price_List.aspx6. Body Mass Index (BMI),Income per person (GDP/capita, PPP# inflation-adjusted), Population, total-- Body mass index (BMI) is a measure of body fat based on height and weight that applies to adult men and womenUnderweight = <18.5Normal weight = 18.5–24.9 Overweight = 25–29.9 Obesity = BMI of 30 or greater OPTIONAL 7. IMDB - http://www.imdb.com/chart/top | http://denglishbi.wordpress.com/category/data-explorer/8. Facebook Graph - https://developers.facebook.com/tools/explorer?method=GET&path=121801836%3Ffields%3DfriendlistsMiWindowsPhone – 157032490990072 = Facebook.Graph("https://graph.facebook.com/157032490990072/posts")9. Which car Brand is more popular - Twitter - http://dwjunkie.wordpress.com/2013/07/29/data-science-labs-analyze-twitter-data-with-excel-and-power-query/ | “Tweet”, “Tweeter”, “Date” and “Brand”
  • Dallas Utilities - http://blogs.office.com/b/microsoft-excel/archive/2013/04/11/dallas-utilities-electricity-seasonal-use-simulation-with-geoflow-preview-and-powerview.aspxCannabis - http://popbi.wordpress.com/2013/04/13/excel-2013-geoflow-where-to-buy-cannabis-in-chicago/
  • 1. MA Enrollment - http://www.cms.gov/Research-Statistics-Data-and-Systems/Statistics-Trends-and-Reports/MCRAdvPartDEnrolData/index.html
  • http://www.youtube.com/watch?v=Jsa-5LGx_IYMove to 04:49Move to 08:47
  • Enabling Self Service Business Intelligence using Excel

    1. 1. Enabling Self Service Business Intelligence using Excel Alan Koo Senior Consultant | Nagnoi, Inc. www.alan.koo.com | @alan_koo
    2. 2. Alan Koo | www.alankoo.com Who am I? • Senior Consultant at Nagnoi, Inc. • 13+ years in SQL Server • 8+ years in BI & OLAP • Member of the Microsoft BI Advisors internal group • Former Microsoft MVP (2008 – 2011) • MCT Regional Lead – Puerto Rico • MCT since 2004 for Business Intelligence / SQL Server / .NET • Co-Founder of Puerto Rico PASS • Blogger: www.alankoo.com
    3. 3. Alan Koo | www.alankoo.com Agenda Intro Modern Self Service BI tools Excel and Power BI Discover and combine data Visualize Model & analyze What is Next?
    4. 4. Industry Trends
    5. 5. Alan Koo | www.alankoo.com BigData Enormous amounts of data online behavior of Facebook users tissue samples of cancer patients purchasing habits of grocery shoppers crime statistics of cities “internet of things” 24/7 outpatient monitor real-time telemetry devices http://www.nytimes.com/2013/04/14/education/edlife/universities-offer-courses-in-a-hot-new-field-data-science.html?_r=1& 90% Of data in the world, has been created in the last 2 years
    6. 6. Alan Koo | www.alankoo.com The sexiest job in the 21st century http://www.nytimes.com/2013/04/14/education/edlife/universities-offer-courses-in-a-hot-new-field-data-science.html?_r=1& http://hbr.org/2012/10/data-scientist-the-sexiest-job-of-the-21st-century/ Data Science
    7. 7. Alan Koo | www.alankoo.com Data Scientists The magicians of the Big Data era They crunch the data, use mathematical models to analyze it and create narratives or visualizations to explain it, then suggest how to use the information to make decisions http://www.nytimes.com/2013/04/14/education/edlife/universities-offer-courses-in-a-hot-new-field-data-science.html?_r=1&
    8. 8. Alan Koo | www.alankoo.com Where to begin?
    9. 9. Alan Koo | www.alankoo.com Book recommendation The Information: A History, A Theory, A Flood
    10. 10. Alan Koo | www.alankoo.com Business Intelligence (BI) A broad category of applications and technologies for gathering, storing, analyzing, and providing access to data to help enterprise users make better business decisions. Search Data Management
    11. 11. Alan Koo | www.alankoo.com BI solution scenarios Operational Reporting Access to existing data from operational systems Business Process / Activity Management Analysis and reporting capabilities for specific business processes or activities Data Mart / Integrated Reporting and Analytics Tools and access to business users of an application. to enhance its value by improving decision making Enterprise Data Warehousing / Information Management Comprehensive integration of critical information across the enterprise. Breaks down the barriers between applications. Microsoft Developer & Platform Evangelism
    12. 12. Traditional BI: Integrated Reporting and Analytics Data Sources Staging Area Manual Cleansing Data Marts Data Warehouse Client Access Client Access 1: Clients need access to data2: Clients may access data sources directly3: Data sources can be mirrored/replicated to reduce contention4: The data warehouse manages data for analyzing and reporting5: Data warehouse is periodically populated from data sources6: Staging areas may simplify the data warehouse population7: Manual cleansing may be required to cleanse dirty data8: Clients use various tools to query the data warehouse9: Delivering BI enables a process of continuous business improvement Microsoft Developer & Platform Evangelism
    13. 13. Silos of Data 15 Data Warehouse Call Center Web Apps Inventory ERPHR Finance CRM Microsoft Developer & Platform Evangelism
    14. 14. Alan Koo | www.alankoo.com From Traditional to Self Service BI
    15. 15. Alan Koo | www.alankoo.com Self-Service BI or simply better results? • Because the organization has insufficient insight into its data • Because traditional BI is too expensive • Because traditional BI is too slow • Because you were told to go get it http://www.powerpivotpro.com/2013/06/self-serve-bi-tool-scorecard-powerpivot-vs-the-others-and-why-not-all-checkboxes-are-equal/ A self-serve BI tool is a means to an end You need one to solve some combination of #1-3 above.
    16. 16. Alan Koo | www.alankoo.com Modern Self-Service BI players
    17. 17. Alan Koo | www.alankoo.com Microsoft Excel for BI??? “…self-service BI solutions to everyday business users through the familiar tool they already use ..” http://blogs.technet.com/b/dataplatforminsider/archive/2013/07/08/introducing-power-bi-for-office-365.aspx
    18. 18. Alan Koo | www.alankoo.com Microsoft Excel for BI • It is very likely that Excel is already the lifeblood of your organization • These people will be the primary power users of any new self-serve tool you adopt • All of the tools tend to look a lot easier to learn than they are • Excel is FAR more flexible than ANY of the other tools • “Export to Excel” exists because of Excel’s flexibility, not just because of Excel’s popularity • If Excel isn’t your BI tool, all of that “Export to Excel” activity leads to fragmented intelligence. http://www.powerpivotpro.com/2013/06/self-serve-bi-tool-scorecard-powerpivot-vs-the-others-and-why-not-all-checkboxes-are-equal/
    19. 19. Alan Koo | www.alankoo.com Power BI(for Office 365 - Excel) …bring the power of big data insights to the people who are closest to the business – not a specialist with an expensive, specialized tool -- but everyone in the organization can find deeper insights that will help them make better decisions..” http://blogs.technet.com/b/dataplatforminsider/archive/2013/07/08/introducing-power-bi-for-office-365.aspx
    20. 20. Alan Koo | www.alankoo.com Power BI for Excel Power Query • Query data • Clean data Power Pivot • Model tables • View in Pivot Tables / Charts Power View / Power Map • “Prettier” visualizations • Can map
    21. 21. Alan Koo | www.alankoo.com Power BI for Office 365 (Excel) Components • Power Pivot (embedded in Excel 2013) – need to be enabled • Power View (embedded in Excel 2013) need to be enabled • Power Query (Data Explorer) – need to be downloaded and installed • Power Map (Geo-Flow) – need to be downloaded and installed
    22. 22. Alan Koo | www.alankoo.com Power BI for Excel components requirements • The following Office versions are supported: – Office 2013 Professional Plus – Office 365 ProPlus • Supported Operating System Windows 7, Windows 8, Windows Server 2008 R2, Windows Server 2012, Windows Vista – Windows Vista (requires .NET 3.5 SP1) – Windows Server 2008 (requires .NET 3.5 SP1) – Windows 7 – Windows 8
    23. 23. http://office.microsoft.com/en-us/excel/power-bi-download-add-in-FX104087144.aspx
    24. 24. Alan Koo | www.alankoo.com Power BI: Discover & Combine Power Query Help customers easily discover, access, and combine their data
    25. 25. Alan Koo | www.alankoo.com What can I do with Power Query? • Search public data • Import data into Excel from a wide variety of data sources • Shape it: – Custom columns – Aggregate data – Combine – Advance querys (formula language) – Drill down – Filter – Group rows – Remove duplicates – Replace values – Sort – Split – Unpivot / Pivot
    26. 26. Alan Koo | www.alankoo.com Demo Power Query in action!
    27. 27. Alan Koo | www.alankoo.com Power Query: more flexibility??? “M”language
    28. 28. Alan Koo | www.alankoo.com Power BI: Visualize Power View Help business users discover and share new insights with colleagues through interactive charts and graphs Power Map Allows user to create rich 3D geospatial visualizations
    29. 29. Alan Koo | www.alankoo.com Power View An interactive data exploration, visualization, and presentation experience. Provides intuitive ad-hoc reporting for business users such as data analysts, business decision makers, and information workers.
    30. 30. Alan Koo | www.alankoo.com With Power Map you can.... • Map Data: plot up to a million rows of data in 3- D, visually on Bing maps. • Discover Insights: gain new understandings by seeing your data in geographic space and seeing time-stamped data change over time. • Share Stories: capture screenshots and build cinematic, guided video tours that can be shared broadly, engaging audiences like never before.
    31. 31. Alan Koo | www.alankoo.com Demo Power Map in action! Dallas Utilities
    32. 32. Alan Koo | www.alankoo.com Power BI: Model & Analyze Power Pivot Create flexible models, process hundreds of millions of rows of data in split second times
    33. 33. Alan Koo | www.alankoo.com Data Analysis Expressions (DAX) • Programming language for PowerPivot (SSAS 2012 Tabular) • Simple, clean, powerful, fast, not easy • Tabular requires simpler data modeling for good result • Thinking in DAX is a new attitude
    34. 34. Sample Data - Contoso
    35. 35. Alan Koo | www.alankoo.com Demo Enriching your data with a Power Pivot model
    36. 36. Alan Koo | www.alankoo.com Power Pivot features learned today 1. Import from text files (CSV) 2. Excel as linked tables (Calendar) 3. Pivot table Slicers 4. Hierarchies 5. Create relations between tables 6. Model cleansing 7. Calculated Columns 8. Basic DAX functions (IIF, RELATED)
    37. 37. Alan Koo | www.alankoo.com PowerPivot flavors PowerPivot for Excel  Personal Analytics PowerPivot for Sharepoint  Team Analytics Analysis Services  Corporate Analytics PowerPivot for Excel  Personal Analytics
    38. 38. BI Semantic Model: from personal to corporate BI
    39. 39. Bonus
    40. 40. Twit analysis tool for Excel http://social.technet.microsoft.com/wiki/contents/articles/15665.analytics-for-twitter-2013.aspx
    41. 41. Alan Koo | www.alankoo.com Q & A Feature of Power BI (coming soon) • Natural language based experience for interacting with data “Show London clients” “Show number of products” “Number of songs per year” “Total number of employees for finance, HR, marketing in Europe by employee country”
    42. 42. Alan Koo | www.alankoo.com PowerBIVideo What is the best selling Song of All Time?
    43. 43. Alan Koo | www.alankoo.com Wrapping up: Self Service BI Opens a new window of opportunities Increase productivity while giving visibility Scalable to an Enterprise BI Solution Foundation for Business Intelligence (BI) to the Masses Just play and have fun!
    44. 44. Alan Koo | www.alankoo.com Questions?
    45. 45. Alan Koo | www.alankoo.com Nestor Figueroa | 787.671.8244 powerpivotworkshop@nagnoi.com Authorized Training Center Designed for professionals who want to use PowerPivot’s full capabilities, the PowerPivot Workshop is a two/three-day course that covers PowerPivot topics, starting from basic concepts and moving on up to complex data models and DAX formulas with the goal to facilitate the use of PowerPivot in the real world.
    46. 46. Puerto Rico PASS Chapter Our next meeting is on Wednesday 28th Subscribe to our newsletter
    47. 47. Thank You! Alan Koo Labrín Senior Consultant | Nagnoi, Inc. Blog: www.alankoo.com Twitter: @alan_koo
    48. 48. Alan Koo | www.alankoo.com Resources • Power BI Home Page • Gapminder • Data.gov • Microsoft Power Query for Excel Help http://office.microsoft.com/en-us/excel-help/microsoft-power-query-for-excel-help-HA104003813.aspx • Power Query basics http://datapigtechnologies.com/blog/index.php/cool-things-you-can-do-with-data-explorer/ • Importing Data From Multiple Log Files http://cwebbbi.wordpress.com/2013/03/01/importing-data-from-multiple-log-files-using-data-explorer/