Balanced BI Approach (Power Pivot & SSAS Tabular)

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This presentation was based on an actual scenario where I educated a client on Power Pivot and basic DAX and they took the basics to completion and upgraded to a full blown Corporate BI Solution in …

This presentation was based on an actual scenario where I educated a client on Power Pivot and basic DAX and they took the basics to completion and upgraded to a full blown Corporate BI Solution in SSAS Tabular with a few easy steps.

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  • 1. ABalancedBIApproach(Self-Service&Corporate) August 14, 2013
  • 2. Anthony Sammartino MCITP(BI), PMP® Vice President & Co-Founder TekPartners BI Solutions (954) 282-1798 asammartino@tekpartners.com Linkedin: http://www.linkedin.com/in/apsammartino Twitter: @SQLAnt Blog: www.sqlant.com Web: www.tekpartnersbi.com MyContactInformation
  • 3. • Started working with SQL Server 7.0 in 1999 • 16 Data Warehouse / BI Projects in 14 Years • 12 Years SQL Server 2000, 2005, 2008(R2), 2012 • Live in South Florida with my wife and two daughters • Fan of Miami and Philadelphia Sports teams, all things technology • MCP(SQL Server), MCTS(BI), MCITP(BI), PMP® AboutMe
  • 4. 1. Self-Service BI 2. Corporate BI 3. Common Situation 4. PowerPivot - SSAS Tabular 5. Which One to Choose? 6. Demo 7. Questions SessionOverview
  • 5. Also known as Personal BI • Users have access to the data and tools without IT involvement • Excel is Microsoft’s Self-Service BI Tool and always has been • In Excel: Power Pivot, Power View, Power Query, Power Map. • Office 365 bundles it as Power BI. • Can handle hundreds of millions records • Limited to your desktop/laptops specs Self-ServiceBI
  • 6. Also known as Organizational BI: • IT has control of data and tools • More formal • Software Development Life Cycle (DEV, QA, PROD) • Analysis Services (SSAS), SQL Server Integration Services (SSIS), etc. • Runs on server hardware CorporateBI
  • 7. • Spreadmarts are what commonly take the place for Self-Service BI in an organization. • Unraveling linked spreadsheets into a formal requirements spec takes a lot of time • Not always a success; things get lost in translation. • Process can take months for an organization to complete without producing any results. • Gap between Excel knowledge and OLAP tools is huge. CommonSituation
  • 8. PowerPivot(SSBI) SSASTabular(CBI)
  • 9. Self-Service (Scooter) or Corporate (Super Bike): • PowerPivot (64 bit) can handle hundreds of millions of records. • Threshold is memory on your desktop / laptop (4-16 GB memory) • SSAS Tabular runs on server hardware (512 GB memory) • Partitions for incremental loading, perspectives, security roles. TheEverImportantChoice
  • 10. • PowerPivot and SSAS Tabular are almost identical. • Both use DAX (Data Analysis Expressions) • Calculated Columns, Measures, etc. are compatible • There is not a huge gap between Excel and OLAP any longer • Excel became more advanced, OLAP’s entry point became less advanced. SimilarlyDifferent–What?
  • 11. Prototype with PowerPivot: • Provide the data to business users in a sample PowerPivot workbook • Simple calculations, measures, KPIs as examples • Educate business users on how to use PowerPivot to their advantage • Iteratively educate them on DAX (Especially CALCULATE!) • You can import a PowerPivot model into SSAS Tabular! YouCanUseBoth…andYouShould!
  • 12. Success Factors: • User Adoption – If users had a hand in creating it, adoption will be a success. • Training – Each BI solution requires training and users will get it from the beginning. • Time to Market - Requirements process is not disconnected; its small • Users will speak your DAX language over time as its close to Excel! WhyUseBoth?
  • 13. DemoTime!
  • 14. Thank you for your time today and hope you found this educational Anthony Sammartino MCITP(BI), PMP® Vice President & Co-Founder TekPartners BI Solutions (954) 282-1798 asammartino@tekpartners.com Linkedin: http://www.linkedin.com/in/apsammartino Twitter: @SQLAnt Blog: www.sqlant.com Web: www.tekpartnersbi.com Questions&Answers