2. DavidOrtiz
David Ortiz, Solutions Architect, TekPartners BI Solutions
David has spent the last 10 years working in various
organizations with a focus on enterprise data solutions. He has
successfully implemented large scale BI projects at companies
such as Office Depot, AutoNation, Citrix, Bank Atlantic and most
recently Ultimate Software, where he served as a Data
Architect. David currently holds certifications as a: Microsoft
Certified Professional for SQL Server (MCP), Microsoft Certified
Technology Specialist for SQL Server 2008 BI (MCTS), Microsoft
Certified IT Professional for SQL Server 2008 BI (MCITP).
6. BusinessBI–What?
Business business intelligence is
defined here as end users
designing and deploying their
own reports and analyses within
an approved and supported
architecture and tools portfolio.
-Gartner
7. BusinessBI–UserProfile
Analysis
Business SMEs who need access to data for quick data analysis and visualizations.
Users who want to mashup multiple sources of data for example leverage EDW data and
enrich it with 3rd party data such as D&B that is not in the EDW………YET!!!!
While “productionalizing” their finds is not generally needed, these users tend to share
their findings with executives and in presentations.
Users tend to be “excel wizards”, however they couldn’t tell you the difference between
SQL, MDX, or DAX.
Business Static
The user creating the report is a SME of the data, however they are only accessing data
that is managed, cleansed and secured by IT.
Reports are highly formatted and frequently printed.
Reports are often shared broadly with other users.
Reports are available on demand and data is either live or refreshed regularly
Minimal query writing skills
Consumers of the reports have little interaction with them other than basic drill down,
filters and sorting
15. Keystoremember
Business units will play the roles of authors and creators, while
IT will focus on serving up the data and providing the proper
infrastructure to facilitate the self-service BI environment.
Today Power View requires an installation of SharePoint 2010
Enterprise Edition, however it will be included as part of Excel
2013 (Office Pro Plus)
Report Builder 3.0 Available for download
http://www.microsoft.com/en-us/download/details.aspx?id=29072
Requires Microsoft Framework 4.0
Excel reports can be shared by leveraging excel services in
SharePoint.
IT can make connection files available in SharePoint.
16. Scorecards–What?
A graphical representation of the
performance of organizational
goals versus predefined targets
over a period of time. These
goals which are known as Key
Performance Indicators (KPIs),
are generally maintained in a
SSAS Cube or table. An example
of a KPI could be:
Server Down Time
Operating Margin
Cash Flow
Gross Profit
17. Scorecards–UserProfile
Generally speaking these are people well above my pay grade…
Users are looking for quick high level Yes or No type answers, while some
detail and drill-down is imperative the goal for them is a quick answer
Don’t necessarily have to be technical by nature and in many cases are
not, they simply want the information, and they wanted it yesterday.
22. Keystoremember
A small number of key performance indicators (KPIs) are identified and
monitored against articulated targets.
The relative importance of KPIs is known and weighted to provide an overall
“score” for an organization, department, or individual’s performance.
Business objectives and their related KPIs are presented hierarchically and
can be filtered to help determine root causes of outliers.
A corporate data platform is in place and includes an OLAP component, all
being refreshed regularly.
The scorecard is often broadly deployed and can be easily consumed and
navigated with a browser.
23. Static(IT)Reporting–What?
Professional reporting is
characterized by highly
formatted reports that usually
follow a pixel-perfect format and
rendering style and are deployed
to an IT managed environment
that provides consistency,
scalability, manageability,
security, and automated
distribution.
24. Static(IT)Reporting–UserProfile
Two distinctions in this profile Consumer & Producer.
Consumer
Ability to print a highly formatted professional report
Expecting a fully guided navigation no ad-hoc necessary
May require some reports be scheduled and emailed them on a scheduled basis
Want ability to export reports in various formats such as Excel & PDF
Producer
It’s a bird, it’s a plane, it’s super geek…..
Will build a report on very specific requirements down to look and feel
Will take display option and screen resolutions into consideration when creating reports
Will build reports to be deployed in a stand-alone reporting application or to be
embedded in an existing application.
27. Keystoremember
Reports are usually authored by IT or BI developers, often because the complexity of
the reports exceeds the capabilities of the user base for self-service reporting.
Reports are often created with one or more user selectable parameters, but are not
capable of extensive interactivity.
Reports are refreshed regularly and distributed to users via email or via a portal if live
interactivity is desired.
Reports may be complex and require special technical skills such as advanced
SQL, MDX, or other query languages to build.
Data used to create reports comes from corporate-sanctioned and IT-managed data
sources.
Reports are shared broadly across the organization.
Reports are highly formatted and may be frequently printed.
Reports may be delivered in multiple formats such as PDF, Excel, HTML, and so on.
28. Dashboards–What?
This style describes dashboard-
style reports that enable users to
quickly and easily monitor the
performance of their business.
This style is catered to executive
level or department leadership
who require at-a-glance visibility
on the health of the business,
but it often also permits further
investigation via interactivity.
29. Dashboards– UserProfile
Decision makers
Looking for an at-a-glance view of the business (executive level) or
department (line of business manager)
Need ability to drill down into data to examine root causes, however will not
get down to the level of the self-service BI user
34. Keystoremember
Provides an at-a-glance view of business performance.
Provides a more holistic view of the business or business function by
combining multiple types of content together.
Data in multiple formats are combined on one page. Some examples might
include a tabular report with spark-lines, along with trended graphs or bar
charts, and geospatial maps or scorecards.
Users can drill down to perform root cause analysis for data anomalies.
A corporate data platform is in place and includes an OLAP component, all
being refreshed regularly.
Often deployed broadly across the organization and various levels in the
organization.
What is a report ? A printable piece of information its an excel spreadsheet.What is dashboard ? In perspective of the consumer, meant for online consumption Then Cube – easily manipulate, ad hoc analysis drill down into more detail… Who uses what information combine all the 3 into 1 vs 1 vs 1 Dashboard – Executive (High Level) Cube – Analyst Report – Mass Distribution (Printed Out)
What is a report ? A printable piece of information its an excel spreadsheet.What is dashboard ? In perspective of the consumer, meant for online consumption Then Cube – easily manipulate, ad hoc analysis drill down into more detail… Who uses what information combine all the 3 into 1 vs 1 vs 1 Dashboard – Executive (High Level) Cube – Analyst Report – Mass Distribution (Printed Out)
