Self-service BI with PowerPivot and PowerView

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  • Reporting and analysis design is based on thebusiness requirements for the BI solution. Often,the business requirements are expressed asspecifications for reports or analytical activities,and the design of the reporting and analysisinterfaces is really a further iteration of therequirements gathering process in which reportrequirements are used to generate mockups,which evolve into prototypes, and eventually intoreports.The design of the reporting and analysis elementsof the solution heavily influence the datawarehouse and ETL design (to help ensure that the data required in the reports is present in the datawarehouse), and the technical architecture and infrastructure design (so that the server and client softwarenecessary to support the reporting interfaces is present). Therefore, it is critical in a BI project that there isstrong communication between the subteams working in each key area of the overall solution.
  • Formal reports. SQL Server ReportingServices is the preferred tool forimplementing a formal reporting solution.Business users with limited knowledge of query syntax can use Report Builder to create reports,particularly when a self-service reporting infrastructure including shared data sources, datasets, andreport parts has been put in place. Alternatively, formal reports can be created by professional BIspecialists using Report Designer. The Reporting Services platform can then be used to publish anddistribute reports.Data exploration and analysis. Excel is the most comprehensive and flexible platform for self-servicedata analysis and exploration. Most business users are familiar with Excel, and can easily connect todata sources and create PivotTables and PivotCharts or create Power View visualizations. Moreadvanced Excel users can use PowerPivot to create their own tabular data models or data miningtools to apply predictive analytical models to data.Analytical data mashups. Similarly, Excel is the most suitable tool for analytical data mashups. Itssupport for importing data from multiple corporate and external data and its range of data editingand filtering capabilities make it a flexible tool for user-driven analysis across data sources.Scorecards. Generally, PerformancePoint Services is the best choice for scorecards in environmentswhere SharePoint Server is used to deliver BI services. You can create complex scorecards that spanbusiness areas and apply custom weightings and threshold values to the KPIs in the scorecards moreeasily than in Excel or Reporting Services, and you can integrate PerformancePoint scorecards withother elements of a PerformancePoint dashboard. In most cases, scorecards are developed by BIspecialists.Dashboards. PerformancePoint Services provides the best solution for dashboards in a SharePointbasedenvironment. The ability to create interactive dashboards that are closely integrated into theSharePoint Server user experience helps you embed BI into everyday business operations. Likescorecards, dashboards are usually created by BI specialists.
  • Report builder – still not allowing flexibilityDependent on IT staffExcel – limitation with data, relationship, etc.PowerPivot – in memory and relationsPower View – visualization and share ability
  • Tabular Data Models in PowerPivot for ExcelCreate a tabular data model in a Microsoft Excel workbookImporting data automatically creates a tabular data modelThe data is stored in the Excel workbookTabular Data Models in Microsoft SQL Server 2012 Analysis ServicesCreate a tabular data model by using SQL Server Data ToolsThe data is stored in SQL Server 2012 Analysis ServicesThere are additional features to support larger, more complex solutions:Row-level securityPartitioningDirectQuery modeDeployment options
  • Sharepoint integration – one instance per sharepoint siteExcel Add-in
  • Turning on PowerPivot and Power ViewImport Data (different import options) and size compressionSharepoint GalleryEnable PowerPivot and PowerViewImport from Demo_InternetSalesShow the file sizeCreate relationshipsAdd Slicers (time and data ones)Deploy to PowerPivotGallery (show the different views)
  • Open new excelImport the data for the BG populationCreate the relationships and rename the columnsChange the Table behaviors and imagesCreate report with the tiles and column chart (vertical) plus filteringCreate a new report for MAP placementAdd map and cities as LOCATIONFilter only certain groupsDeploy the PowerView part on SPStart a powerview reporting from thereCreate one view – one with already created report from point 6Create new view with VERTICAL splitting on CITY, AGE as SLICER and COLOR = Възр.ГрупаPlay Axis with something interactive13. Open Средна покупателна способност14. Show the dataset15. Create a new PowerView report and add scatter chart16. Add matrix for top prices over the years

Transcript

  • 1. Using PowerPivot and Power View for great data insight
  • 2.  BI Environments and Reporting Self-service business intelligence PowerPivot and Power View Real-life scenarios
  • 3. Business Requirements Technical Data Architecture Warehouse and and ETLInfrastructure Design Design Monitoring and Optimizing Operations and Maintenance
  • 4.  Formal reports Data exploration and analysis Analytical Mashups Scorecards Dashboards
  • 5. Microsoft Excel • PivotTables • Power ViewSQL ServerReporting • PowerPivotServices • Data Mining • Azure Datamarket• Report Builder PerformancePoint Services • KPIs • Reports• Report • Scorecards Designer • Dashboards SharePoint Server
  • 6.  Empower information workers and analysts Supplement standard reporting Reducing IT workload
  • 7.  Report Builder ◦ Shared datasources ◦ Shared datasets ◦ Report parts Microsoft Excel PowerPivot Power View
  • 8.  In-memory technologies (xVelocity) Tabular data models Power View SharePoint
  • 9. xVelocity xVelocity in- xVelocity memory Relational analytics engine AS Tabular ColumnstorePowerPivot Engine 2012 Indexes
  • 10.  xVelocity in-memory technologies It is based on relational model Quick to deploy Easy to scale from Desktop BI to an Enterprise BI ◦ Tabular data model in Excel ◦ Tabular data model in Analysis Services 2012
  • 11.  Modes ◦ Sharepoint ◦ Excel Add-in Refreshing data ◦ Linked and non-linked tables ◦ Refresh Relationships Hierarchies Analysis ◦ Slicers and graphs
  • 12.  File distribution Sharepoint ◦ PowerPivot Gallery for Sharepoint ◦ Use uploaded workbooks for sources Open in IE
  • 13. DEMO
  • 14.  A Silverlight application that is part of SQL Server 2012 Reporting Services ◦ Uses tabular data models as data sources ◦ Integrated with PowerPivot for SharePoint 2010 and above A data exploration tool that enables you to create visually impressive reports quickly and easily Not a replacement for existing reporting and data analysis tools
  • 15. Add a seriesAdd filters andslicersAdd smallmultiples
  • 16.  Tiles ◦ Grouping visualization Scatter charts ◦ Play Axis
  • 17. Tabular mode PowerPivot for Sharepoint Mode
  • 18. Use this query mode To do thisDirectQuery Use relational source onlyDirectQuery with In-Memory Use relational source unless client connection string specifies otherwiseIn-Memory Use in-memory cache onlyIn-Memory with DirectQuery Use cache unless client connection string specifies otherwise Provider=MSOLAP.5;Integrated Security=SSPI;Persist SecurityInfo=True;Data Source=MyServer;InitialCatalog=MyModel;DirectQueryMode=InMemory;
  • 19. DEMO