2019-05-16 aOS Luxembourg - 4 - Quelle stratégie adopter pour déployer Power BI- Gautier Dumont - Vincent Meyers
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2019-05-16 aOS Luxembourg - 4 - Quelle stratégie adopter pour déployer Power BI- Gautier Dumont - Vincent Meyers
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2019-05-16 aOS Luxembourg - 4 - Quelle stratégie adopter pour déployer Power BI- Gautier Dumont - Vincent Meyers
- 1. Microsoft Luxembourg 23 – 29 rives de Clausen 2165 Luxembourg Gautier Dumont BI Business Analyst Vincent Meyers MS BI ArchitectPower BI deployment strategy aOS Luxembourg 16 mai 2019
- 2. Agenda 1. Introduction 2. Power BI delivery approaches 3. Corporate BI strategy 4. Self-Service BI strategy 5. Questions aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 3. aOs Luxembourg 16/05/2019 Who we are: a complementary team • BI Business Analyst for 7 years • Financial background • Consultant for more than 10 clients • Regular Power BI speaker Nationality Gautier Dumont • BI Architect for 13 years • Specialist in Microsoft BI • Consultant for more than 30 clients • Regular Power BI speaker Vincent Meyers Nationality Business IT Key for successful BI projects IS AS RS gautier.dumont@gdvmconsulting.be vincent.meyers@gdvmconsulting.be
- 4. Introduction Business users End usersIT / BI team "I know BI!" "IT we need help!" & or orDon’t have Have Hard to keep the pace Hard time .. .. . ? 13% 34,7 mio € 14 ? ! or or Reporting chaos aOs Luxembourg 16/05/2019
- 5. Effective BI strategy will keep the users Time Time Users Users No Power BI strategy Effective BI strategy aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 6. What this session will be about When should the BI team create reports and how they should do it ? ? How you will be able to support and govern all these reports and users When should the business users create reports and how they should do it aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 7. This session won’t be about Enterprise gateway Preview features Licencing Power BI report server Power BI embedded aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 8. Power BI delivery approaches
- 9. Power BI deployment approaches aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 10. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Power BI deployment approaches In large companies, you need all of the approaches Know how to implement them and how to govern them! Transfer of ownership Corporate BI IT-Managed Self-Service BI Business-Led Self-Service BI End-users IT IT IT End-users IT Business users Business users & IT End-users Consume Build report Model and query Support and govern Business users Business users Business users
- 11. Power BI deployment approaches aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 12. Corporate BI deployment strategy
- 13. Corporate BI deployment strategy • Directors • Managers • Process owner • Sales team • … Stability and reliability are vital A datawarehouse should be involved IT makes everything IT End-user just consumes reports End-user Clicks Lots of end-users • Historization • Performance • … Corporate BI main characteristics aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 14. For a successful corporate BI strategy in Power BI, you need to: Corporate BI deployment strategy Define your user stories Anticipate Support Define your production cycle Have a centralized BI Semantic model Differenciate from SSBI aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 15. Corporate BI deployment strategy You must have a centralized BI semantic model = Power query Power pivot Power view aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 16. Corporate BI deployment strategy Model in Power BI VS Analysis Services Duplicate model across workspaces No IT standard & governance Modelling DWH + DWH + Copy of model can be shared for SSBI improval Easy to learn Power Pivot Model is not supported by other reporting tools Performance issues, 10 Gb limit or Premium Same model across all workspaces IT standard & governance Improval of model is hard in SSBI Hard to find good SSAS developpers Model is supported by many tools Performance optimized, Premium not required SSBI SSBI What we recommend aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 17. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy Analysis services: Multidimensional or Tabular? Many-to-many relationships MDX, difficult language Low cost because on disk On-prem only, not in Azure No report-level measures in Power BI No dynamic default members DAX, easier than MDX In-memory, expensive On-prem and Azure Report-level measures in Power BI Uncertain future? Keeps evolving Transfer from Power BI Dynamic default members MDX Many-to-many limitations DAX Difficult choice!
- 18. For a successful corporate BI strategy in Power BI, you need to: Corporate BI deployment strategy Define your user stories Anticipate Support Define your production cycle Have a centralized BI Semantic model Differenciate from SSBI aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 19. Corporate BI deployment strategy Define the Corporate BI user stories Where and how to find info How to interact How to find details How to find documentation Eventually, you will have hundreds of reports… Define types of reporting needs Define one unique user story per type Always the same experience = 1 What is the user experience in Power BI? aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 20. Corporate BI deployment strategy Define the Corporate BI user stories Eventually, you will have hundreds of reports… Who are the end-users? Which level of data? Why? • Directors and managers • Sales team • Operations • Marketing… • Global-level • One customer at a time • Only own data • External data… • Following of KPI • Negociation with customers • Find new market trends • Find correlations… 1st exampleDefine types of reporting needs aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 21. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy Example 1: BI for managers: the MAD framework Monitor Analyze Details Define the Corporate BI user stories
- 22. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy Example 1: BI for managers: the MAD framework Monitor Analyze Details Define the Corporate BI user stories
- 23. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy Example 1: BI for managers: the MAD framework Monitor Analyze Details Define the Corporate BI user stories
- 24. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy Example 1: BI for managers: the MAD framework Monitor Analyze Details Define the Corporate BI user stories
- 25. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy Example 1: BI for managers: the MAD framework Monitor Analyze Details Define the Corporate BI user stories
- 26. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy Example 1: BI for managers: the MAD framework Monitor Analyze Details Define the Corporate BI user stories
- 27. Corporate BI deployment strategy Additional tips: Example 1: BI for managers: the MAD framework Define the Corporate BI user stories aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 28. Corporate BI deployment strategy Define the Corporate BI user stories Eventually, you will have hundreds of reports… Who are the end-users? Which level of data? Why? • Directors and managers • Sales team • Operations • Marketing… • Global-level • One customer at a time • Only own data • External data… • Following of KPI • Negociation with customers • Find new market trends • Find correlations… 2nd exampleDefine types of reporting needs aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 29. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy https://app.powerbi.com/groups/me/apps/0a251d0f-c665-4f12- 8fa1-e67f03e944c3/reports/5d18f297-5a33-49d2-81ca- 1532e5e0be3a/ReportSection93a822fb3dc300ab08b2?filter=Custo mer_x0020_- _x0020_Sold_x0020_To~2FSold_x0020_To_x0020_Customer_x002 0_Sales_x0020_Code%20eq%20'BE11-10-10-0004641299' URL connection from CRM Example 2: BI for negociation with customers Define the Corporate BI user stories 1. Customer selection 2. Navigation in report
- 30. Corporate BI deployment strategy Define the Corporate BI user stories Eventually, you will have hundreds of reports… Who are the end-users? Which level of data? Why? • Directors and managers • Sales team • Operations • Marketing… • Global-level • One customer at a time • Only own data • External data… • Following of KPI • Negociation with customers • Find new market trends • Find correlations… 3rd exampleDefine types of reporting needs aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 31. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy RLS needed Example 3: Personal indicators in Power BI Define the Corporate BI user stories Gautier Dumont Gautier Dumont RLS needed!
- 32. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy The user must identifies it right away and know how to behave accordingly Discovering customer trends Simulation based on what if scenarios Follow correlations between axes or measures … Depending on your company, you can have many user stories Define the Corporate BI user stories Gautier Dumont
- 33. For a successful corporate BI strategy in Power BI, you need to: Corporate BI deployment strategy Define your user stories Anticipate Support Define your production cycle Have a centralized BI Semantic model Differenciate from SSBI aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 34. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy Anticipate support 1. Show when the data was updated for the last time Easy way: Last time the model was loaded Hard way: Last time the source of this indicator was loaded
- 35. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy Anticipate support 2. Definition of the indicators Unit Used in
- 36. Corporate BI deployment strategy Users will compare it to their own lists Users will detect business or data issues right away Knowing it is there will give them trust in the reporting Anticipate support 3. Provide details aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 37. For a successful corporate BI strategy in Power BI, you need to: Corporate BI deployment strategy Define your user stories Anticipate Support Define your production cycle Have a centralized BI Semantic model Differenciate from SSBI aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 38. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Corporate BI deployment strategy No standard production cycle, have your own Power BI desktop Model only Folder with source controller onedrive? Save in Reports only Power BI desktop Step 1 Model publishing Step 2 Reports in PBI desktop Step 3 Validation in App Dashboard + Dev app Dev Dev Dev workspace Test workspace Prod workspace Once data model and app are validated End-users Dev TestersProject leader
- 39. For a successful corporate BI strategy in Power BI, you need to: Corporate BI deployment strategy Define your user stories Anticipate Support Define your production cycle Have a centralized BI Semantic model Differenciate from SSBI aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 40. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Differentiate from Self-Service BI Corporate BI deployment strategy Corp BI
- 41. For a successful corporate BI strategy in Power BI, you need to: Corporate BI deployment strategy Define your user stories Anticipate Support Define your production cycle Have a centralized BI Semantic model Differenciate from SSBI aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 42. Self-Service BI deployment strategy
- 43. Long development time Self-Service BI deployment strategy Downside of corporate BI ITBusiness Lots of back and forth with the business Users can’t define a user story right away BI team has priorities and cannot answer to all users Users are not sure reporting will actually bring value? And sometimes… aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 44. Self-Service BI deployment strategy For a successful Self-Service BI in Power BI, you need to: Differentiate IT-managed and Business-led SSBI Differenciate from Corporate BI Organize distribution and support for SSBI reports Allow Business-led SSBI users to improve the current Corporate BI model Promote transfer of ownership aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 45. Power BI deployment approaches Transfer of ownership Corporate BI IT-Managed Self-Service BI Business-Led Self-Service BI End-users IT IT IT End-users IT Business users Business users & IT End-users Consume Build report Model and query Support and govern Business users Business users Business users aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 46. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Self-Service BI deployment strategy 2 types of Self-Service BI Business-led SSBI IT-managed SSBI These reports should be temporary and transfer of ownership should always occur at some point Power query DAXPower BI desktop Power BI service + Power BI desktop Power BI service +
- 47. Self-Service BI deployment strategy IT-managed Self-Service BI Fun part of Power BI of SSBI Users 90% 2-hour trainingEasy transfer of ownership Analyze in Excel Create measures Power BI service Business IT Tabular DAX Multi dim Training agenda Global BI strategy Corporate BI and SSBI aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 48. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Self-Service BI deployment strategy Business-led Self-Service BI of SSBI Users 10% 3-day training Training agenda Trusted data sources BusinessIT Power BI champion Power BI service Advanced DAX Power query Global BI strategy Corporate BI and SSBI
- 49. Self-Service BI deployment strategy For a successful Self-Service BI in Power BI, you need to: Differentiate IT-managed and Business-led SSBI Differenciate from Corporate BI Allow Business-led SSBI users to improve the current Corporate BI model Promote transfer of ownership Organize distribution and support for SSBI reports aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 50. Self-Service BI deployment strategy How can Business-Led SSBI users improve the corporate BI data model? Modelling DWH + DWH + Depends on corporate BI choices: aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 51. Self-Service BI deployment strategy How can Business-Led SSBI users improve the corporate BI data model? Modelling DWH + Access to a copy of the model Very easy to implement Easy transfer of ownership All the downsides of not having SSAS- aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 52. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Self-Service BI deployment strategy How can Business-Led SSBI users improve the corporate BI data model? + Tabular Multi dim / Import mode on SSAS by SSBI users Import mode / dual mode on DWH by IT Slow performance, star schema is lost Issues with non-additive measures Issues with SCD2 attributes ∑ SCD2 Model duplication, hard to maintain Star Schema is kept Easy transfer of ownership Still issues with SCD2 attributesSCD2 Avoid! DWH Easy to do by SSBI users
- 53. Self-Service BI deployment strategy For a successful Self-Service BI in Power BI, you need to: Differentiate IT-managed and Business-led SSBI Differenciate from Corporate BI Allow Business-led SSBI users to improve the current Corporate BI model Promote transfer of ownership Organize distribution and support for SSBI reports aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 54. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019 Self-Service BI deployment strategy Differenciate from Corporate BI < Data Now Corp BI Data Now SSBI VIP customers M01 Strategic Board Data Now Corp BI Data Now SSBI
- 55. Self-Service BI deployment strategy For a successful Self-Service BI in Power BI, you need to: Differentiate IT-managed and Business-led SSBI Differenciate from Corporate BI Organize distribution and support for SSBI reports Allow Business-led SSBI users to improve the current Corporate BI model Promote transfer of ownership aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 56. Self-Service BI deployment strategy Simplified production cycle Reports Power BI desktop End-users Testers aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 57. Self-Service BI deployment strategy Support to end-user will come entirely from the SSBI-user IT will provide help to the SSBI-designers regarding SSBI Star schema modeling DAX formulas Visualisation and navigation Supported data source Access and release management also Power query Support for SSBI reports IT Business Business Competition monitoring Looking at our competitor financial statement and market evolution, we try to identify the trends… aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 58. Self-Service BI deployment strategy For a successful Self-Service BI in Power BI, you need to: Differentiate IT-managed and Business-led SSBI Differenciate from Corporate BI Organize distribution and support for SSBI reports Allow Business-led SSBI users to improve the current Corporate BI model Promote transfer of ownership aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 59. Self-Service BI deployment strategy Only way to end support from SSBI user Always happens at some point Defined process Cleaning of Power BI desktop file Document & meeting with IT Easier and faster if Star schema in SSBI Naming convention respected Steps documented in Power query Promote transfer of ownership aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 60. Self-Service BI deployment strategy For a successful Self-Service BI in Power BI, you need to: Differentiate IT-managed and Business-led SSBI Differenciate from Corporate BI Organize distribution and support for SSBI reports Allow Business-led SSBI users to improve the current Corporate BI model Promote transfer of ownership aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 61. The Power BI learning curve of business-users Consumes report 80% Power BI capabilities knowledge Creates reports 40% Creates report- level measures 20% Full use of Power BI 5% Learning time needed 1. 2. 3. 4. aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 62. Conclusion Business users End usersIT / BI team "I know BI!" "IT we need help!" & or orDon’t have Have Hard to keep the pace Hard time .. .. . ? 13% 34,7 mio € 14 ? ! or or Reporting chaos Business IT Transfer of ownership or Good pace SSBI Collaboration + Reporting excellence aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019
- 63. Questions regarding the session Or if you have questions later: gautier.dumont@gdvmconsulting.be vincent.meyers@gdvmconsulting.be Thank your for your attention aOs Luxembourg 16/05/2019aOs Luxembourg 16/05/2019