The Executive Guide To Microsoft Business Intelligence by Aptera


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Business Intelligence is about making decisions. It eliminates guesswork by transforming raw data into valuable information. It makes you better informed, more efficient, and fully confident in every move you make.

Topics covered:

Defining the business problems that BI solves
Exploring examples of BI solutions at work
Identifying which new tools could have real impact for your business
Highlighting the first steps to leveraging BI in your company

About the Presenter
Aaron Crouch is the Business Intelligence Practice Lead
for Aptera. Upon graduating from Purdue University, Aaron
immediately began working on Data Warehouses and
Business Intelligence (BI) implementations. Throughout
his career, Aaron has strategically planned, designed, and
developed BI solutions for multiple Fortune 500 companies
both in the United States and abroad. His work spans
the fields of retail, education, healthcare, and automotive
vertical markets, and he has also acquired multiple
Microsoft certifications. With over 10 years of experience,
Aaron is proficient with both Microsoft as well as LINUX,
UNIX, and Oracle tool sets.

If you have any questions, please contact Jen Booth at or call 260.739.0732

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The Executive Guide To Microsoft Business Intelligence by Aptera

  1. 1. 2013
  2. 2. ••••••••••
  3. 3. Integration• BI infrastructure• Metadata management• Development tools• Collaboration
  4. 4. Information Delivery• Reporting• Dashboards• Ad-hoc query• Office Integration• Search-based BI• Mobile BI
  5. 5. Analysis• On-Line Analytical Processing (OLAP)• Interactive Visualization• Predictive Modeling and Data Mining• Score Cards
  6. 6. • SQL Server• Office• SharePoint
  7. 7. SQL Server Relational Database• Serves as the data repository• ODS, MDM, Data Warehouse• Star Join Query Optimization• Resource Governor• Scalability (Scale Up… Scale Out)• Back up to the Cloud (Blob Storage)• AlwaysOn High Availability• PowerPivot• Table Partitioning• Partition Elimination• Partition Parallelism• 15,000 Partitions• Tabular Data Models in SSAS• SQL Server Data Tools• PowerView
  8. 8. Integration Services• Responsible for moving the data• ‘’ The World’s Fastest ETL Tool! ’’• In-Memory Extract, Transform, Load• Connect to non-SQL Server instances• Oracle, DB2, etc…• Many, many inbuilt transforms• Where the data gets clean• Create, Delete, Merge, Split, Group, Count, Sort• Fuzzy Logic• .NET and SQL Tasks, too!
  9. 9. Reporting Services• Many data sources• Static and semi-dynamic reporting• Drill through interactivity• Subscriptions• Data driven• Report Builder• Create and utilize models
  10. 10. Analysis Services• “Slice and Dice” the information to answer the questions thatYOU need answered• Centralized KPI engine• Data Mining for predictive analysis• Handle large analytical data sets quickly• Perspectives• Partitioning• Write-Back• Multidimensional and Tabular Models
  11. 11. • Office 2013• Excel• Power View• PowerPivot• Visio• Office 365 (To the cloud!)• Excel• Power View• PowerPivot• Visio• SharePoint OnlineMicrosoft Office
  12. 12. • Utilize a vast existing skillset• Pivot Tables• Slicers• Spark Lines• Connect to lots of different data sources• Conduct “What if” analysis• Scenarios• Goal SeekingMicrosoft Office Excel
  13. 13. • Self-serve BI• Analyze massive amounts of data• In Memory Analysis (Tabular Again!)• Create Relationships between data• Slice, Dice, Filter, and Sort in sub seconds• Data Analysis Expressions (DAX)PowerPivot for Microsoft Office Excel
  14. 14. • Self-serve BI• Visual, Interactive Data Exploratioin• In Memory Analysis (Tabular Again!)• Presentation Ready!• Based on Data Model• DEMO!!!Power View for Microsoft Office Excel
  15. 15. • Data Driven Diagramming• Display real-time data right within the shapesof your diagrams, based on conditions youdefineMicrosoft Office Visio
  16. 16. • No PerformancePoint• No Reporting Services Integrated Mode• No external data sources… yet.• Make sure you get the right Plan!• E3/A3/G3• E4/A4/G4• SharePoint Online Plan 2Are there any limitations with office 365 BI features?
  17. 17. • Excel Services• PowerPivot• Power View• Reporting Services• Visio Services• PerformancePoint ServicesSharePoint “Insights”
  18. 18. • Construct Reports and Pivot Tables in Excel• Surface Reports in SharePoint from document libraries and Web Parts• Utilize External Data Sources• Excel workbook acts as a data source• Edit workbooks with Office Web Apps• Capitalize on Existing SkillsetsExcel Services
  19. 19. • PowerPivot Gallery• Elegant interface• Common location for PowerPivot reports• Can utilize PowerPivot applications asdata sources for other reports from withinthe Gallery• Manual or timed automatic refreshes ofdata• Power View reports live here too!PowerPivot Gallery
  20. 20. • Consists of:• Report Designer• Report Builder• Integration with SharePoint• SharePoint is the repository for reports,models, and connections• Reports are viewed in a web browserthrough Web Parts or Report PagesReporting Services
  21. 21. • Render & View via web browser• Create Diagrams Which Translate Into SharePoint Workflows• Create Diagrams That Tie Into External Data SourcesVisio Services
  22. 22. • Bundled with SharePoint 2013 Enterprise• Dashboard Designer installedas a Click Once application• Dashboards and KPI’s are SharePoint contentPerformancePoint Services
  23. 23. PerformancePoint Services• Dashboards• Key Performance Indicators• Scorecards• Filters• Data Sources• Reports (PowerPivot, Power View, SSRS, ExcelServices, etc)• Analytic Reports• Graphs/Charts
  24. 24. • Dashboards can utilizepre-existing reports such as• Reporting Services• Excel Services• PowerPivot applications• Dashboard Web Parts and visualizations can becentrally filtered• Build new KPI’s in the Dashboard Designer, oruse previously created Analysis Services KPI’sinsteadPerformancePoint Services
  25. 25. • Create, Edit, Manage, and Publish BusinessIntelligence Content• PerformancePoint Content Is ReusablePerformancePoint Services
  26. 26. • What the heck is “Master Data”?• Useful to the entire organization• Utilized in many different ways (Not just for reporting)• Reference and Transactional Data• MDM and ODS’s• Multiple Sources• Cleansed, scrubbed, and validated• Reduced Redundancy• Application of business rulesManaging Your Master Data• Where does this fit?• Data Governance
  27. 27. Master Data Services• Control your organizations master data• Use the master data hub as an authoritative data source.• Formalize and enforce processes with automatedworkflows.• Help ensure quality in the master data hub by using rules.• Support ranges of hierarchies and attributes.• Foster user access with comprehensive role-basedsecurity.Data Quality Services• Discover• Build• Cleanse• Business Knowledge Driven• Business User Driven• Computer Assisted and• Interactively Assisted• Cloud-based Reference Data
  28. 28. What is a Data Warehouse?• Is it a Dying concept!?• NOT A JUNK DRAWER!• Used for reporting• Offloads report processing from transactional system• Can utilize data from an MDM solution• Specially modeled to support reporting• Foster user access with comprehensive role-based security.
  29. 29. Now What?
  30. 30. THANK YOU!201 West Main Street / Fort Wayne IN 46802(260) 969.1410