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Business Reporting with SharePoint And Self-service BI with PowerPivot


Duane Schafer – Microsoft BI Practice Manager at Perficient - answers the question "What is PowerPivot and who will use it?" and how it relates to SharePoint …

Duane Schafer – Microsoft BI Practice Manager at Perficient - answers the question "What is PowerPivot and who will use it?" and how it relates to SharePoint

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  • 1. Microsoft BI Practice presents: Business Reporting with SharePoint And Self-service BI with PowerPivot
  • 2.
    • Introduction
    • Context and Delivery / Analytical options
    • Delivery / Analytical technologies
      • Traditional vs. Self-service
    • Self-service BI examples (Demo)
    • How does this relate to SharePoint?
    • Recap
  • 3. Introduction
    • Duane Schafer – Microsoft BI Practice Manager at Perficient
      • National traveling BI practice within Microsoft Competency Center
      • Over 15 years of technical implementation and architecture experience
      • B.S. Computer Science, MBA with DSS emphasis
      • Primary industry experience:
        • Sales/Marketing, Energy, Healthcare
      • Experience with Microsoft, Oracle, Cognos, Business Objects, Tableau
      • [email_address]
  • 4. Audience Poll
    • Who has heard of PowerPivot?
    • Who has used PowerPivot in their enterprise?
    • Business vs. IT
  • 5. BI the umbrella term – What does it imply?
  • 6. End to end solution view
  • 7. Delivery / Analytical Options
    • Traditional BI
    Self-service BI Collaboration and management ‘ Flavors’ of self-service… Definition?
  • 8. Delivery / Analytical Technologies
    • Traditional BI
      • SQL Server Reporting Services (Developer tool for reports)
      • PerformancePoint (Developer tool for dashboards / scorecards)
      • Report Builder 3.0 (SSRS lite for the desktop)
        • Replaces RB 2.0 and provides report authoring for business users
        • Cannot create shared data sources, MDX queries (OLAP) or use the Report Wizard
  • 9. Spatial Dashboard Example
  • 10. Spatial Dashboard Source
  • 11. Spatial Dashboard Example
  • 12. Delivery / Analytical Technologies
    • Self-service BI
      • Report Builder 3.0 (looks like SSBI but feels like developer tool)
      • Excel (feels like SSBI due to pivot tables and conditional formatting)
    • Collaboration and management
        • SharePoint
        • Excel services (enabler)
      • PowerPivot
      • Excel’s Magic Box
      • Vertipaq Engine
      • It Slices, It Dices…
  • 13. What is PowerPivot and who will use it?
    • Self-service BI analysis and delivery tool
      • Excel 2010 plug-in - allows data integration from multiple sources
      • Business users perform ‘cube-like’ (OLAP) data transformations and calculations
      • Analyze large data sets (over 1 million records in Excel)
      • Easily build visually compelling reports
      • Ability to share across the enterprise
    • Any Excel user that needs the ability to analyze data in an ad-hoc manner
      • No knowledge of SQL required
      • Bridges the gap between business and I.T.
  • 14. PowerPivot Demo
      • Data load w/ size comparison
      • Managed relationships
      • Calculated Columns (DAX)
      • Related (DAX)
      • Slicers
      • Color Scales
      • Sparklines
      • Data Bars
  • 15. PowerPivot Example
  • 16. PowerPivot Example
  • 17. PowerPivot Backend
  • 18. Audience Checkpoint
  • 19. How does PowerPivot relate to SharePoint?
    • PowerPivot for Excel
      • Free download / add-in for Excel 2010
      • Allows local analysis
    • PowerPivot for SharePoint
      • PowerPivot Service Application within SharePoint 2010 (eCAL required)
      • Allows PowerPivot workbooks to be published to SharePoint
      • Allows enterprise collaboration and analysis
      • Allows I.T. to manage PowerPivot workbooks
  • 20. PowerPivot in SharePoint
  • 21. Other Considerations
    • Security
      • Permission to the workbook means permission to the data even if data came from a more secure source
    • Governance
      • Managing the use of this tool (and dissemination of data) is important
      • Enterprise Information Management (EIM) strategy must consider the use and impact of PowerPivot
    • Backup and Recovery
      • Copy of data is stored in SharePoint content db
      • SharePoint is responsible for backup, not SSAS
  • 22. Resources
    • (great client-side stuff)
    • (downloads, virtual labs, samples, and more . . .)
  • 23.
    • Traditional vs. Self-service BI and when to use
    • PowerPivot for Excel 2010 provides ‘cube-like’ analysis to the business user on their desktop
      • Handles millions of records through data compression
    • PowerPivot for SharePoint 2010 enables collaborative analysis
      • Requires eCAL for SharePoint due to heavy use of Excel Services
    • PowerPivot was the primary analysis tool shown at Tech-Ed 2010