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MOBILE BUSINESS INTELLIGENCE
For Everyone!




Jen Stirrup MVP
Director
Copper Blue Consulting Ltd
AGENDA


   Mobile Business Intelligence – Context
   How can we mobilise Business Intelligence now?
   Data Visualisation Tips for mobilising Business
   Intelligence




Partner Logo Here                                    2
MOBILE BUSINESS INTELLIGENCE

Data. Your Way. How You Like it.
Wherever you are.




Partner Logo Here                               3
                               [Session Code]
MOBILE BI ROADMAP

 1HCY12*                2HCY12                          Windows 8 Wave




           “Microsoft recognizes that mobile BI is a significant
           trend in the market. Microsoft is committed to
           delivering highly interactive and immersive BI
           experiences across different devices to all users
           wherever they are.”
WHY VISUALISE?




Partner Logo Here   5
DATA VISUALISATION IS ABOUT PEOPLE




  Preattentive         Visual         Cognitive
  Processing        Integration      Integration




Partner Logo Here                                  6
PRE-ATTENTIVE ATTRIBUTES

Attribute           Example       Assumption

Spatial Position    2D Grouping   Sloping to the right =
                    2D Position   Greater
Form                Length        Longer = Greater
                    Width         Higher = Greater
                    Orientation
                    Size

Colour              Hue           Brighter = Greater
                    Intensity     Darker = Greater

Partner Logo Here                                          7
PRE-ATTENTIVE ATTRIBUTES

Attribute           Example       Graph Type

Spatial Position    2D Grouping   Line Graph
                    2D Position
Form                Length        Bar Chart
                    Width
                    Orientation
                    Size

Colour              Hue           Scatter Chart
                    Intensity

Partner Logo Here                                 8
WHAT % OF ORGANIZATIONS CONSIDERS 25% OF THEIR
USER BASE TO USE BI EXCLUSIVELY VIA MOBILE
DEVICES, WITHIN 2 YEARS?

   a) 70%
   B) 50%
   C) 25%
   D) 15%

Partner Logo Here                                9
WHAT % OF ORGANIZATIONS CONSIDERS 25% OF THEIR
USER BASE TO USE BI EXCLUSIVELY VIA MOBILE
DEVICES, WITHIN 2 YEARS?
   a) 70%
   B) 50%
   C) 25%
   D) 15%

   • Source: H Dresner, Updated Mobile BI Market Study, 2011
   • www.howarddresner.com


Partner Logo Here                                              10
WHY CARE NOW?

• Smartphones have opened up business avenues
  • E.g. SIRI
• Small Businesses….
  • 34% of Small Business users have iPads… 4 times more
    than last year
  • use mobile technology to run their business…. On
    average, 21 times a day
  • Mobile Apps for Business save 5.6 hours per week, or
    $275 per week… $14K per year

Partner Logo Here                                          11
MOBILE BUSINESS INTELLIGENCE
•Dominant mobile users
  • Executives
  • Sales people
  • Field service personnel


•External factors driving Mobile BI adoption
•Internal drivers

 Partner Logo Here                             12
‘TRADITIONAL’ BI ISSUES
                             Tools are
                            hard to use!



  Data is out
   of date!               Data is too
                          structured
                              and
                          inflexible!
THE BI PROMISE IS COMPROMISE




                               [Session Code]
HOW CAN WE HAVE MOBILE BUSINESS
INTELLIGENCE, NOW?

SHAREPOINT ENTERPRISE

WINDOWS AZURE FOR SQL SERVER

THIRD PARTY TOOLS




                                  [Session Code]
SHAREPOINT BI DECEMBER 2011 CU
FOR IPAD/IPHONE MOBILE BI
BI Items



Business Intelligence Center sites



Dashboards that contain filters and linked items



Excel Services Reports (include PivotChart, PivotTable reports, named items, and workbooks displayed in PerformancePoint Web Parts or in Excel Web
Access Web Parts)



PerformancePoint Scorecards

PerformancePoint KPI Details Reports

PerformancePoint Analytic Charts and Grids

Web Page Reports




Partner Logo Here                                                                                                                                    16
EXCEL AND EXCEL SERVICES
- Access via SharePoint Server
- Try SharePoint Online
- Try SkyDrive!




Partner Logo Here                17
POWERPIVOT
- Access via SharePoint Server
- Try SharePoint Online
- Third Party tools - PivotStream




Partner Logo Here                   18
WHY POWERPIVOT?

•   Mashups
•   Far better than VLOOKUP
•   High Performance
•   Sophisticated Time Intelligence




Partner Logo Here                     19
PERFORMANCEPOINT
• KPIS and ‘Executive’ Information – at a glance
• Norton and Kaplan ‘Balanced Scorecard’
  methodology

• This is only accessible via SharePoint




Partner Logo Here                                  20
WHAT DID WE LEARN FROM THE DEMO?
NATIVE, INTEGRATED OR AZURE SSRS ON SURFACE/IPAD



•Test for yourself?

•What is Azure?

                                      SSRS Native Mode



Partner Logo Here                                        22
THE MICROSOFT CLOUD

                     Application Services

                      Software Services

                      Platform Services



                    Infrastructure Services
Partner Logo Here                             Track # – Session #   2   23
SQL AZURE IS…




                    Simple storage and
                    hosted RDBMS

Partner Logo Here      SQLDay 2012       24
WINDOWS AZURE / SQL AZURE




Partner Logo Here           25
CREATE A NEW SQL AZURE SERVER


                                Create a Server, and
                                Associate it with a
                                Subscription




Partner Logo Here                                      26
CREATE A NEW SQL AZURE SERVER




    Select a region for your SQL
    Azure Server

Partner Logo Here                  27
CREATE AN AZURE DATABASE




Partner Logo Here          28
DATABASE AND SUBSCRIPTION




Partner Logo Here           29
SQL AZURE DATABASE COMPLETED




Partner Logo Here              30
THE SCREENSHOTS ARE PURELY IN CASE I
HAVE NO INTERNET ACCESS.
Demo Takeaway: Database and Server Setup is Simple
and Quick!
AZURE DATABASE WALKTHROUGH
Demo Takeaway: Database and Server Setup is Simple
and Quick!
SSIS 2012 AND AZURE
Demo
SSMS – CREATE A TABLE

CREATE TABLE [UKJediGeography](
[JediCountID] [int] IDENTITY(1,1)NOT NULLPRIMARY KEY CLUSTERED,
[Area] [nvarchar](255) NULL,
[Postcode] [nvarchar](255) NULL,                       The Azure table must have a
[Latitude] [nvarchar](255) NULL,                       clustered index on the table.
[Longitude] [nvarchar](255) NULL,
…
[Sum of Jedi as percentage of total people] [float] NULL,
[Sum of Rank within EW] [float] NULL
)




Partner Logo Here                                                                      34
POPULATING THE AZURE TABLE




Partner Logo Here            35
THE SCREENSHOTS ARE PURELY IN CASE I
HAVE NO INTERNET ACCESS.
Demo Takeaway: Database and Server Setup is Simple
and Quick!
SSIS 2012 AND AZURE
Demo Takeaway: Subtle differences between Azure and
On-Prem
SSRS 2008 R2 / 2012 AND AZURE
Demo
SQL AZURE REPORTING SERVER
•   Set up an Azure CTP Reporting Services instance
•   Create a report that uses Azure as a source
•   Deploy a report that uses Azure CTP to display the report
•   Access the report via a standard laptop and a mobile device




Partner Logo Here                                                 39
SQL AZURE REPORTING SERVICES




Partner Logo Here              40
THE SCREENSHOTS ARE PURELY IN CASE I
HAVE NO INTERNET ACCESS.
Demo Takeaway: Database and Server Setup is Simple
and Quick!
QUERY DESIGNER




Partner Logo Here   42
DEPLOY TO SQL AZURE SSRS




Partner Logo Here          43
SQL AZURE REPORTING PREVIEW




Partner Logo Here             44
COMPLETED SQL AZURE REPORT




Partner Logo Here            45
SSRS 2008 R2 / 2012 AND AZURE
Demo Takeaway: Subtle differences between Azure and
On-Prem
QUESTIONS
WHAT DID WE LEARN FROM THE DEMO?
TIPS FOR MOBILE BI VISUALISATION
•   Set User Expectations
•   Balance in combining graphs
•   Filters
•   Drill downs
•   Tooltips




Partner Logo Here                  49
TIPS FOR MOBILE BI VISUALISATION
• Maps can take time to load
• Zooming can be problematic e.g. Blackberry Bold
• Moire Illusion




Partner Logo Here                                   50
ILLUSORY EFFECTS




Partner Logo Here   51
ILLUSORY EFFECTS




Partner Logo Here   52
THANK YOU

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Mobile business intelligence upload

  • 1. MOBILE BUSINESS INTELLIGENCE For Everyone! Jen Stirrup MVP Director Copper Blue Consulting Ltd
  • 2. AGENDA Mobile Business Intelligence – Context How can we mobilise Business Intelligence now? Data Visualisation Tips for mobilising Business Intelligence Partner Logo Here 2
  • 3. MOBILE BUSINESS INTELLIGENCE Data. Your Way. How You Like it. Wherever you are. Partner Logo Here 3 [Session Code]
  • 4. MOBILE BI ROADMAP 1HCY12* 2HCY12 Windows 8 Wave “Microsoft recognizes that mobile BI is a significant trend in the market. Microsoft is committed to delivering highly interactive and immersive BI experiences across different devices to all users wherever they are.”
  • 6. DATA VISUALISATION IS ABOUT PEOPLE Preattentive Visual Cognitive Processing Integration Integration Partner Logo Here 6
  • 7. PRE-ATTENTIVE ATTRIBUTES Attribute Example Assumption Spatial Position 2D Grouping Sloping to the right = 2D Position Greater Form Length Longer = Greater Width Higher = Greater Orientation Size Colour Hue Brighter = Greater Intensity Darker = Greater Partner Logo Here 7
  • 8. PRE-ATTENTIVE ATTRIBUTES Attribute Example Graph Type Spatial Position 2D Grouping Line Graph 2D Position Form Length Bar Chart Width Orientation Size Colour Hue Scatter Chart Intensity Partner Logo Here 8
  • 9. WHAT % OF ORGANIZATIONS CONSIDERS 25% OF THEIR USER BASE TO USE BI EXCLUSIVELY VIA MOBILE DEVICES, WITHIN 2 YEARS? a) 70% B) 50% C) 25% D) 15% Partner Logo Here 9
  • 10. WHAT % OF ORGANIZATIONS CONSIDERS 25% OF THEIR USER BASE TO USE BI EXCLUSIVELY VIA MOBILE DEVICES, WITHIN 2 YEARS? a) 70% B) 50% C) 25% D) 15% • Source: H Dresner, Updated Mobile BI Market Study, 2011 • www.howarddresner.com Partner Logo Here 10
  • 11. WHY CARE NOW? • Smartphones have opened up business avenues • E.g. SIRI • Small Businesses…. • 34% of Small Business users have iPads… 4 times more than last year • use mobile technology to run their business…. On average, 21 times a day • Mobile Apps for Business save 5.6 hours per week, or $275 per week… $14K per year Partner Logo Here 11
  • 12. MOBILE BUSINESS INTELLIGENCE •Dominant mobile users • Executives • Sales people • Field service personnel •External factors driving Mobile BI adoption •Internal drivers Partner Logo Here 12
  • 13. ‘TRADITIONAL’ BI ISSUES Tools are hard to use! Data is out of date! Data is too structured and inflexible!
  • 14. THE BI PROMISE IS COMPROMISE [Session Code]
  • 15. HOW CAN WE HAVE MOBILE BUSINESS INTELLIGENCE, NOW? SHAREPOINT ENTERPRISE WINDOWS AZURE FOR SQL SERVER THIRD PARTY TOOLS [Session Code]
  • 16. SHAREPOINT BI DECEMBER 2011 CU FOR IPAD/IPHONE MOBILE BI BI Items Business Intelligence Center sites Dashboards that contain filters and linked items Excel Services Reports (include PivotChart, PivotTable reports, named items, and workbooks displayed in PerformancePoint Web Parts or in Excel Web Access Web Parts) PerformancePoint Scorecards PerformancePoint KPI Details Reports PerformancePoint Analytic Charts and Grids Web Page Reports Partner Logo Here 16
  • 17. EXCEL AND EXCEL SERVICES - Access via SharePoint Server - Try SharePoint Online - Try SkyDrive! Partner Logo Here 17
  • 18. POWERPIVOT - Access via SharePoint Server - Try SharePoint Online - Third Party tools - PivotStream Partner Logo Here 18
  • 19. WHY POWERPIVOT? • Mashups • Far better than VLOOKUP • High Performance • Sophisticated Time Intelligence Partner Logo Here 19
  • 20. PERFORMANCEPOINT • KPIS and ‘Executive’ Information – at a glance • Norton and Kaplan ‘Balanced Scorecard’ methodology • This is only accessible via SharePoint Partner Logo Here 20
  • 21. WHAT DID WE LEARN FROM THE DEMO?
  • 22. NATIVE, INTEGRATED OR AZURE SSRS ON SURFACE/IPAD •Test for yourself? •What is Azure? SSRS Native Mode Partner Logo Here 22
  • 23. THE MICROSOFT CLOUD Application Services Software Services Platform Services Infrastructure Services Partner Logo Here Track # – Session # 2 23
  • 24. SQL AZURE IS… Simple storage and hosted RDBMS Partner Logo Here SQLDay 2012 24
  • 25. WINDOWS AZURE / SQL AZURE Partner Logo Here 25
  • 26. CREATE A NEW SQL AZURE SERVER Create a Server, and Associate it with a Subscription Partner Logo Here 26
  • 27. CREATE A NEW SQL AZURE SERVER Select a region for your SQL Azure Server Partner Logo Here 27
  • 28. CREATE AN AZURE DATABASE Partner Logo Here 28
  • 30. SQL AZURE DATABASE COMPLETED Partner Logo Here 30
  • 31. THE SCREENSHOTS ARE PURELY IN CASE I HAVE NO INTERNET ACCESS. Demo Takeaway: Database and Server Setup is Simple and Quick!
  • 32. AZURE DATABASE WALKTHROUGH Demo Takeaway: Database and Server Setup is Simple and Quick!
  • 33. SSIS 2012 AND AZURE Demo
  • 34. SSMS – CREATE A TABLE CREATE TABLE [UKJediGeography]( [JediCountID] [int] IDENTITY(1,1)NOT NULLPRIMARY KEY CLUSTERED, [Area] [nvarchar](255) NULL, [Postcode] [nvarchar](255) NULL, The Azure table must have a [Latitude] [nvarchar](255) NULL, clustered index on the table. [Longitude] [nvarchar](255) NULL, … [Sum of Jedi as percentage of total people] [float] NULL, [Sum of Rank within EW] [float] NULL ) Partner Logo Here 34
  • 35. POPULATING THE AZURE TABLE Partner Logo Here 35
  • 36. THE SCREENSHOTS ARE PURELY IN CASE I HAVE NO INTERNET ACCESS. Demo Takeaway: Database and Server Setup is Simple and Quick!
  • 37. SSIS 2012 AND AZURE Demo Takeaway: Subtle differences between Azure and On-Prem
  • 38. SSRS 2008 R2 / 2012 AND AZURE Demo
  • 39. SQL AZURE REPORTING SERVER • Set up an Azure CTP Reporting Services instance • Create a report that uses Azure as a source • Deploy a report that uses Azure CTP to display the report • Access the report via a standard laptop and a mobile device Partner Logo Here 39
  • 40. SQL AZURE REPORTING SERVICES Partner Logo Here 40
  • 41. THE SCREENSHOTS ARE PURELY IN CASE I HAVE NO INTERNET ACCESS. Demo Takeaway: Database and Server Setup is Simple and Quick!
  • 43. DEPLOY TO SQL AZURE SSRS Partner Logo Here 43
  • 44. SQL AZURE REPORTING PREVIEW Partner Logo Here 44
  • 45. COMPLETED SQL AZURE REPORT Partner Logo Here 45
  • 46. SSRS 2008 R2 / 2012 AND AZURE Demo Takeaway: Subtle differences between Azure and On-Prem
  • 48. WHAT DID WE LEARN FROM THE DEMO?
  • 49. TIPS FOR MOBILE BI VISUALISATION • Set User Expectations • Balance in combining graphs • Filters • Drill downs • Tooltips Partner Logo Here 49
  • 50. TIPS FOR MOBILE BI VISUALISATION • Maps can take time to load • Zooming can be problematic e.g. Blackberry Bold • Moire Illusion Partner Logo Here 50

Editor's Notes

  1. Mobile Business Intelligence and the chocolate cake problem.
  2. Question to the Audience: why not just show tables?Property Value Mean of x in each case 9 (exact) Variance of x in each case 11 (exact) Mean of y in each case 7.50 (to 2 decimal places) Variance of y in each case 4.122 or 4.127 (to 3 decimal places) Correlation between x and y in each case 0.816 (to 3 decimal places) Linear regression line in each case (to 2 and 3 decimal places, respectively)TL – normal distributionTR – not distributed normally, not linearBL – linear, outlier exerts an influenceBR – non linear, outlier is enough to produce a high correlation coefficient
  3. Automatically and simultaneously for the whole entire visual field of view."Who would believe that so small a space could contain the images of all the universe? O mighty process!" - Leonardo Da VinciPre-Attentive attributes of visual perception are pre-conscious (Colin Ware)Make use of the pre-attentive attributes of visual perception to make reports clearer; take advantage of these pre-conscious attributes so that users do not have to work so hard to understand the reportIn 2D position, we assume that higher is greater.
  4. In 2D position, we assume that higher is greater.
  5. Question to the audience: Do you agree with this?Howard Dresner Study: 2012How can we make our Business Intelligence efforts a success?Work harder… or work smarter?Source: The 3rd Annual Wisdom of Crowds Business Intelligence Market Study ®Howard Dresner, http://howarddresner.com/
  6. Question to the audience: Do you agree with this?Howard Dresner Study: 2012How can we make our Business Intelligence efforts a success?Work harder… or work smarter?Source: The 3rd Annual Wisdom of Crowds Business Intelligence Market Study ®Howard Dresner, http://howarddresner.com/
  7. Small businesses are using mobile as an opportunity to make use of efficiency gains and productivity
  8. External factors driving Mobile BI adoption: Consumerization of IT, device maturity, user expectations and constant connectivityInternal drivers: Increasing productivity, improving data delivery and real-time reporting and analytics
  9. Self-service business intelligence has some barriers to adoption, and these will also impact mobile business intelligence too.SQL Server 2012 can help enable your business: further, forward, faster. Business Puzzles versus Business Mysteries.Database Trends and Applications, only about 15% of users get their reports within a day of the initial request.Most left waiting three days.
  10. Access external sources and integrate those sources regardless of their origin or format – this would allow us to integrate historical data with data that comes in on a day-today basis• Move easily from summarized views to more detailed views• Change summarizations on the fly• Work with large volumes of data, allow users to share this information and support individual users’ personalization of DataAllow IT to manage data in a way that guards against unlimited user access but does not impede the flow of data inward – this would ensure the implementation and maintenance of repeatable processes• Update, secure and store data while ensuring it remains readily accessible• Provide solutions that not only can be used by business users, but are also demanded by business users• Remove the dependence on spreadsheets and provide a modern approach to data access and summarization• Create repeatable, accurate processes that result in time savings and operational efficiencies while delivering actionable insights
  11. Significant milestone December 2011 CU “feature pack” for mobile BI http://technet.microsoft.com/en-us/library/hh697482.aspx
  12. Empowers business users to create, interactive self-service data mash ups from a variety of data sources.PowerPivot can handle tens of millionsof rows with world-class data compression technology
  13. Next version is much improved for BI use casesHierarchies / Parent Child dimensionsMultiple table relationshipsRole playing dimensionsDate type table and better Time IntelligenceKPIsDAX server queries and language improvementsRank, Top N, Switch and moreMany to many optimizations via DAXUsability EnhancementsMuch needed relationship diagrams designerDevelopment life-cycle graduation featuresAnalyst > Power User > BI DeveloperRestore Excel PowerPivot to BISM Server ModelPerspectives. With the Advanced Mode’s Perspectives feature, you can add, edit, delete, copy, and view perspectives. Perspectives are metadata layers that track different slices or sets of data. Perspectives are typically defined for a particular user group or business scenario and make it easier to navigate large data sets.Show DetailsDiagram View
  14. A SQL Azure server is a logical group of databases and acts as a central administrative point for multiple databases. Each SQL Azure server includes logins similar to those in instances of SQL Server on your premises. Each SQL Azure server has a fully qualified unique domain name, which is produced during the SQL Azure server provisioning process. In the following example, servername refers to the name of the SQL Azure server:servername.database.windows.net Each SQL Azure server can contain multiple databases. In order to create a new database, you can either use: - the Management portal or - the CREATE DATABASE (SQL Azure Database) statement.In each database, you can create tables, views, indices, stored procedures, etc.The provisioning process creates a read-only master database automatically. The master database: - keeps track of which logins have permission to create databases or other logins. (You must be connected to the master database whenever you CREATE, ALTER, or DROP logins or databases.) - The master database also provides SQL Azure usage metrics that you can view.
  15. This image is included in case I don’t have Internet access, and therefore cannot access Azure.
  16. This image is included in case I don’t have Internet access, and therefore cannot access Azure.
  17. This image is included in case I don’t have Internet access, and therefore cannot access Azure.Live demos, eh?
  18. This image is included in case I don’t have Internet access, and therefore cannot access Azure.
  19. This image is included in case I don’t have Internet access, and therefore cannot access Azure.
  20. - Windows Authentication will not work. You will need to use SQL Authentication, along with your user name and password. - It isn’t possible to connect via SSMS via the normal initial ‘Database Connection’ window. Instead, you need to ‘cancel’ out of that window and click on ‘New Query’, which brings up a ‘Connect to Server’ window. Creating a table in your Azure database is very similar to creating a table in an on-premise SQL Server. However, there is one main difference; the Azure table must have a clustered index on the table because of the replication technology.The Azure data is written to one primary and two secondary replicas, and the data is the same across all three replicas. A table which doesn’t have a clustered index is basically a heap, which means that the data rows and pages aren’t ordered. The replication technology requires that the data pages and rows are ordered so that it is faster and easier to assess if the data has been written across all three replicas: it is this point at which the data is considered to be committed.
  21. The connection to SQL needs to be ‘.Net Providers\\SqlClient Data Provider’.Use SQL Server Authentication in order to gain access to the SQL Azure database.
  22. It is possible to use SQL Azure as a source for the Reporting Services. There are two main differences:The data source should be explicitly specified as ‘Microsoft SQL Azure’.For security, it is not possible to use Windows Authentication; SQL Authentication must be used
  23. https://AzureReportServer.reporting.windows.net/reportserver
  24. Summary of what we learned:Highlight and filter dataSort dataBased on Dimensions and MeasuresAutomatically synchronises axisEfficiency - Power View does not get all of the information in one goIf the underlying data isn’t joined together, then the ‘missing’ tables are greyed out.Web client based on a tabular model in SharePoint Server 2010PowerPivot workbook SSAS Tabular modelMotion ChartsThis makes even more of the limited spaceWe can pack more information inData / Ink RatioMotion is a pre-attentive attributeDependent on other items e.g. chartjunk
  25. Moire illusion(yes, tables are a type of visualization).
  26. Moire illusion(yes, tables are a type of visualization).
  27. Green - Use for Mission Critical Confidence specific content