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  • Provide an overview of some of the Microsoft BI tools available and how you can be able to take data from within and without LOB systems and present it in a meaningful manner.
  • Critical for forward views of an organization (planning, budgeting and forecast)
  • IW’s can provide information on the fly on how the business is changing (sales volumes, price comparisons) which can affect the profitability, cash flow or even financial stability.
  • Give a scenario --- access database front-end being used to interact with the database, no data reviews, table locks
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Business intelligence Business intelligence Presentation Transcript

  • Business Intelligence from data to presentation
    Leonard Mwangi MCDBA, MCST
    Partner/Principal Consultant
    e Tek Global Inc.
  • Quick Survey
    • How many are using SQL Server
    > 2005?
    2008?
    2008 R2?
    • How many are using SharePoint
    2003?
    2007?
    2010?
    • How many are using Microsoft Office
    2003?
    2007?
    2010?
  • SQL Server tools
    Reporting Services
    Analysis Services
    Multi-Dimensional Data
    Data Mining
  • Microsoft SharePoint 2010
    Collaboration platform
    Sites
    Communities
    Composites
    Connect and Empower People
    Cut Costs with a Unified Infrastructure
    Content
    Insights
    Rapidly Respond to Business Needs
    Search
  • Objectives & Goals
    Objectives
    BI as a solution overview
    Funneling data sources
    Benefits of BI platform
    Mitigating data risks in BI
    SharePoint Server 2010
    SSRS/SSAS & SharePoint
    Excel Services
    PowerPivot (Excel & SharePoint 2010)
    PerformancePoint 2010
    Visio Services
    BI Indexing Connectors
    Goal
    BI understanding
    Manage & Administer BI environment
    Create a usable BI solution
  • Decision makers
    • Desktop analysis tools
    • Server analysis & Collaboration tools
  • Data sources
    Scorecards
    Charts and graphs
    Spreadsheets
    Dashboards
    Financial reports
    IM/chat
    Email
    Portals
    Meetings
    Television reports
    Slide decks
    Documents
    Internet
    Webcasts
    RSS feeds
    Presentations
    Blogs
    Project plans
    Analytic applications
    Newspapers
    Magazines
    Intranet
  • Data does not exist in your Line of Business (LOB) or Enterprise Resource Planning (ERP) Systems.
  • Decision Support System
    Decision makers
    IT guys
    Information Workers Competitor Intel’ Officer (CIO)
  • Risks evinced by the IW’s
    Solution governance
    Data Oversight
    Who’s using it
    Where is it coming from
    Where is it going
    Data Insight
    - Compliance
    - Security
    - Availability
  • Being on IW’s team
    Managed Self-Service BI
    Access accurate data sources
    Great user experience
    Provide reusable solutions
    Building a BI Solution
  • BI Platform
  • BI Stack
  • Benefits of Microsoft BI Platform
    Data entry to a centralized data model like SSAS – Supported by RDBMS
    Data level security
    Every day tools/applications MS Excel
    SSAS & Excel integration for ad hoc capabilities, data entry
    Centralized storage
    Data aggregation can be time consuming.
    Reusable data collection.
    Business rules easily enforced.
  • SSAS 2008 R2
    Good-ol’ data mining and super powerful aggregation tool
    Very intuitive top-down analysis of large quantities of data
  • SSRS 2008 R2
    Reports generation tool.
    Interactive, tabular, graphical or free-form reports from different data sources.
    Role based
    IW  Utilize Report Builder 3.0
    Analysts  Utilize Report Builder 3.0/ SQL Server BIDS
    Developers  BIDS, API’s, Web Services
    Integrated with SharePoint
    Native mode
    Outside SharePoint
    Web Parts to view reports (Report Explorer & Viewer)
    SharePoint Integrated mode
    SharePoint managed
    Connect to other web parts
  • SQL Server & SharePoint
    SQL Server 2008 R2 – offers Self-Service BI Capabilities through Integration with SharePoint Products.
    Reporting Services (SSRS) – Can run in SharePoint integrated mode for reports deployment.
    Analysis Services (SSAS) requires SharePoint 2010 integration through MS SQL Server PowerPivot for SharePoint.
  • Microsoft SharePoint 2010
    Insights
    Excel Services
    Excel Services w/ PowerPivot
    BI Center
    Calculated KPI’s
    Chart Web Parts
    Dashboards
    Data Connection Lib
    Decomposition Tree
    PerformancePoint Services
    Visio Services
    Sites
    Communities
    Composites
    Content
    Insights
    Search
  • Excel Services 2007
    Second generation of excel services
    MS Office
    Excel 2007
    Excel 2007
    Client
    Customapplications
    Browser
    Rendering (EWA)
    View & interact
    Author and Publish
    Spreadsheets
    Open Spreadsheet
    Web Service
    Access
  • Excel Services 2010
    MS Office
    Excel 2010
    Excel
    Customapplications
    Browser
    Rendering (EWA)
    View & interact
    Create, edit
    Author and Publish
    Spreadsheets
    Download a copy
    Open for Edit
    Web Service
    Access
    REST API
    • PowerShell for Administration
    • Browser look & feel
    • Scalability for large implementations
    • SharePoint trusted OOB w/ Data refresh
  • Demo
    • Excel Services 2010
    • Excel Services REST
    • Excel Web App
  • PowerPivot for Excel
    Large scale of data into an excel workbook (.xlsx file)
    Multiple data sources merged into excel file, PowerPivot data relationship layer treats it as a single data source.
    Using In-Memory BI (IMBI) database
    IMBI database architecture known as VertiPaq
    Everything running of Memory no I/O
    PowerPivot part of excel. – Converts .xlsx file into XML Files.
    Free download for Excel 2010
  • PowerPivot for SharePoint
    Works with Excel Services
    Makes it possible to render PowerPivot workbooks in SharePoint.
    Users cannot edit PowerPivot data in browser mode
    Can be scaled to run on a dedicated server in a farm.
    How it works
    PowerPivot
    Workbook
    Non-PowerPivot
    Data Excel
    Excel Services
    SharePoint manages Processing, Compression & Memory mgmt.
  • PowerPivot for SharePoint
    Architecture
  • Demo
    • PowerPivot for Excel
    • PowerPivot for SharePoint
  • Visio Services
  • Demo
    • Visio Services
  • PerformancePoint Services (PPS)
    Dashboards
    SharePoint dashboard deployment
    Filters Scorecards, report views
    Rich analytical visualization
    Decomposition tree
    Data Sources
    SSRS, SSAS, SQL, Excel Services,
    PowerPivot and SharePoint lists
    Extensibility
    Security managed by SharePoint
    PPS Contents stored in SPS Content DB.
    Click once windows app for creating dashboards.
  • Demo
    • PerformancePoint Services
  • Q & A session
  • Resources
    http://technet.microsoft.com/en-us/library/cc179167.aspx#BKMK_WhatsNew – Excel 2010
    http://msdn.microsoft.com/en-us/library/ms170438.aspx -- Reporting Services
    http://sharepoint.microsoft.com/en-us/buy/Pages/Editions-Comparison.aspx--SPS features
    http://sharepoint.microsoft.com/en-us/buy/Pages/Licensing-Details.aspx - SPS licensing
    http://www.microsoft.com/downloads/en/details.aspx?displaylang=en&FamilyID=f81e39be-abd3-4b71-9b60-21cfb9761fc9 -- BI indexing Connector
    http://technet.microsoft.com/en-us/library/ff394320.aspx -- BI Tool
  • Thank you for coming
    Email:- leonard.mwangi@etekglobalinc.com
    Site:- www.etekglobalinc.com
    Blog:- www.geekswithblogs.netleonardm
    LinkedIn:- http://www.linkedin.com/in/lmundia
    Twitter:- @lmundia