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Business Reporting with SharePoint And Self-service BI with PowerPivot
 

Business Reporting with SharePoint And Self-service BI with PowerPivot

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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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    Business Reporting with SharePoint And Self-service BI with PowerPivot Business Reporting with SharePoint And Self-service BI with PowerPivot Presentation Transcript

    • Microsoft BI Practice presents: Business Reporting with SharePoint And Self-service BI with PowerPivot
      • 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
      Agenda
    • 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]
    • Audience Poll
      • Who has heard of PowerPivot?
      • Who has used PowerPivot in their enterprise?
      • Business vs. IT
    • BI the umbrella term – What does it imply?
    • End to end solution view
    • Delivery / Analytical Options
      • Traditional BI
      Self-service BI Collaboration and management ‘ Flavors’ of self-service… Definition?
    • 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
    • Spatial Dashboard Example
    • Spatial Dashboard Source
    • Spatial Dashboard Example
    • 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…
    • 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.
    • PowerPivot Demo
        • Data load w/ size comparison
        • Managed relationships
        • Calculated Columns (DAX)
        • Related (DAX)
        • Slicers
        • Color Scales
        • Sparklines
        • Data Bars
    • PowerPivot Example
    • PowerPivot Example
    • PowerPivot Backend
    • Audience Checkpoint
    • 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
    • PowerPivot in SharePoint
    • 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
    • Resources
      • http://powerpivotgeek.com
      • http://powerpivotpro.com (great client-side stuff)
      • http://blogs.msdn.com/powerpivot/
      • http://www.powerpivot.com (downloads, virtual labs, samples, and more . . .)
      • 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
      Recap