Eduardo Castroecastro@mswindowscr.orghttp://comunidadwindows.orghttp://ecastrom.blogspot.com
Using Business Intelligence (BI)Introducing Microsoft BIDelivering BI with Microsoft SQL Server 2008 R2Delivering BI with ...
A category of methodologies and technologies forgathering, storing, analyzing and providing access to datato help enterpri...
Summarize business critical operations  Purchasing, finance, investments, etc…Used at multiple organizational level  Execu...
To improve organizations by providingbusiness insights to all employees, leadingto better, faster, more relevant decisions...
DELIVERY                    SharePoint ServerReports               Excel          Dashboards Workbooks   Analytic   Scorec...
Familiar User Experience  Business User Experience        Self-service Access and Insight                                 ...
Specialized     BI for BI Tools              Everyone
Database      Integration                    Analysis      Reporting      Master Data                            StreamIns...
Cubes in SQL Server 2008 R2
Provides an interface familiar to most information workersSupports basic, advanced, and embedded analysisIntegrates with S...
Manages compressed storage of, and extremelyfast querying and reporting from, large volumes ofrelated tabular dataData can...
Server hosting of Excel calculation engine  Provides a web thin client for Excel workbooks  Excel aggregates data from mul...
IT can control parts of Excel Workbooks  Excel file sharing is all or nothing  Excel Services can expose smaller parts    ...
Content can be exposed in a variety of ways  Publish workbook to a SharePoint site    Entire workbook, specific sheets, sp...
Excel data “trapped” in existing workbooks  Excel Services lets us expose this information  Users can interact and collabo...
Provides a browser based view of ExcelAllows interaction with Excel Workbook  Ex. Pivot Table, Sorting, Filtering, Paramet...
Excel Services exposed using Web Parts  Web Parts display named items  Parameters exposed as Web Part connections  Paramet...
In-memory Data Cubes in Excel   Excel addin allows creation of cube   Cube persisted in the Excel Workbook   Consumers of ...
Creating a BI Dashboard with Excel 2010
Performance  Status     Chart Web                             PointIndicators     Parts                          Services ...
Simple web parts that provide visualization  Quick summary of data  Can access multiple data sources    Fixed Values    Li...
Provides a browser thin client for Excel  Allows trusted distribution of Excel Workbooks  Users can expose Excel content i...
Context-driven dashboards across systems  Provides transparency and accountability  Interactive access using browser  Can ...
Professional report authoring environment  Designed for developer or IT professional  Does not ship with SharePoint 2010  ...
Extends the reach of search to BI elements  Adds Excel and Reporting Services to search  Presents results based on dimensi...
Evolution of the Reporting Center template  Predefined lists for PPS, Excel Services  Starting point for BI portals
Creating a BI Site in SharePoint
Visual displays of mission critical analysis   Answers fundamental business questions   Single screen display of informati...
Provides an overall view of status indicators  Modeled after the business not the data  Manages key performance indicators...
Dashboard designer used to create content  ClickOnce application launched from browser  Manages content directly in ShareP...
Data access is managed with Data Sources  Data is accessible from multiple sources    Ex. Analysis Services, Excel, Lists,...
Business users view content in the browser  Stored as Web Part pages  Web Part connections used to relate content    Ex. I...
Decomposition trees allow data exploration  New in SharePoint 2010  Available by right clicking data in browser    Analyze...
Driven by customer feedback Project Server 2003    Limited reporting relying on OLAP Databases Project Server 2007    Hard...
What hasn’t changed Same underlying database structure as in Project 2007   Relational   OLAP Data flow is the same Levera...
What’s changed for 2010? Infrastructure                                       Data   No Office Web Components             ...
Visual Display              of themost important information  needed to achieve one or more         objectives      which ...
Some are Better              Than Others
Specific – Clear on what is being measuredMeasurable – Accurate and consistentActionable– Influence to alter the outcomeRe...
Key                     Data/Metric                     s In Context   Dense                                      ZeroInfo...
“Single Page”   “Graphical”  No Scrolling                                     Displays Patterns Nothing Hidden            ...
Key Data/Metrics  High level performance metrics  Generally tied to goals and bonuses  Focus on actionable data  Disparate...
Dense Information  All relevant data/metrics  Different perspectivesNot Cluttered – “At a Glance”  It is not how much, but...
Dashboard viewing is not a person’s job  Oriented at casual users, line mgt, & execs  Little/No accumulated experience    ...
Outliers should POP out        Visual CuesHighlight Both                   Color  Problems                        Size  Op...
Dashboards are not an                         Associated   end unto themselves                            Layers  Contextu...
Scorecards                 Diagrams               Grids                     Charts      Gauges               MapsTree Map ...
ColorUse Color Sparingly – Generally Soft Colors  Highlighting – Bold ColorsDifferent Colors = Different Meaning  Try shad...
When to use:  Values are familiar  Need to lookup a value  Small differences are important  Mixed units of measureDesign C...
Highlights  Items of interestData Bars  Helpful to read magnitudeColor Scales/Icons                   Icons  Can overwhelm...
Are a special type of grid   Created for KPIs and ObjectivesCan be methodology oriented   Balanced Scorecard, 6 Sigma, …Us...
Score Catalog                                         Budget  Audited                                Plan                 ...
Lines Charts – Time Series oriented  Highlights trend, patterns or variability  Highlights relationships between series  T...
If the dashboard is notvisually appealing,          1 Page – 6#speople will not go to itIf the dashboard is noteffective a...
Horizontal   Long labels   Pattern comparisons   Long-ish listsVertical   Groups with in groups   Stacked and 100% Bars   ...
Effective           Great                         Mixing Of          Data-Ink                         Charts &           R...
A bullet graph is a variation of a bar   graph developed by Stephen Few. Seemingly inspired by the traditionalthermometer ...
Useful in                      showing regional                          componentsMaps are great fordemographics         ...
When using a set ofHard to set gauge scale                            gauges expected value  for the general case         ...
Balanced Scorecard                     Process DiagramStrategy Map                  Diagrams are                   underut...
Show the dataFocus on the substance of the numbersDon’t distort the dataPresent many numbers in a small spaceEncourage com...
Number of Frames   Up to 4 is good, no more than 6Frame Proportions   Size = implied importance   Uniform otherwiseLocatio...
Different frame on same page  Must fit on the page  Can drill from here to new pageNew page in same browser  Easy to get b...
A tiered set of dashboards based on           role or function     A set of grids, graphs, orvisualizations that examine a...
Identify the key dimensions for the metric  Customer, product, department  Drill into one or more of these  Top 10 ranking...
•   Business Intelligence (BI) Primer•   BI Tools in SharePoint 2010•   Excel Services•   Performance Point Services
Show Me the Numbers: Designing Tables and Graphs to Enlighten   Stephen FewInformation Dashboard Design: The Effective Vis...
Related Resources Webcasts (http://www.microsoft.com/events/series/epm.aspx) Project 2010 Business Intelligence Center    ...
BI Dashboards with SQL Server
BI Dashboards with SQL Server
BI Dashboards with SQL Server
BI Dashboards with SQL Server
BI Dashboards with SQL Server
BI Dashboards with SQL Server
BI Dashboards with SQL Server
BI Dashboards with SQL Server
BI Dashboards with SQL Server
BI Dashboards with SQL Server
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BI Dashboards with SQL Server

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In this presentation we cover the main features of BI Dashboard with SQL Server 2008 R2.

Regards,

Eduardo Castro Martinez
Microsoft SQL Server MVP
http://ecastrom.blogspot.com

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BI Dashboards with SQL Server

  1. 1. Eduardo Castroecastro@mswindowscr.orghttp://comunidadwindows.orghttp://ecastrom.blogspot.com
  2. 2. Using Business Intelligence (BI)Introducing Microsoft BIDelivering BI with Microsoft SQL Server 2008 R2Delivering BI with Microsoft Excel 2010Delivering BI with SharePoint Server 2010
  3. 3. A category of methodologies and technologies forgathering, storing, analyzing and providing access to datato help enterprise users make business decisions.
  4. 4. Summarize business critical operations Purchasing, finance, investments, etc…Used at multiple organizational level Executive, Accounting, PersonalOften embedded in larger processes
  5. 5. To improve organizations by providingbusiness insights to all employees, leadingto better, faster, more relevant decisions • Microsoft has a long-term commitment to delivering a complete and integrated BI offering • SQL Server has led innovation in the BI space for more than a decade • There is widespread delivery of intelligence through Microsoft Office • The platforms are enterprise-grade and affordable
  6. 6. DELIVERY SharePoint ServerReports Excel Dashboards Workbooks Analytic Scorecards PowerPivot Views END USER TOOLS Excel PowerPivot DATA PLATFORM SQL Server SQL Server Reporting Services Analysis Services SQL Server DBMS SQL Server Integration Services StreamInsight Events
  7. 7. Familiar User Experience Business User Experience Self-service Access and Insight Data Exploration and Analysis Predictive Analysis Data Visualization Contextual Visualization Integrated Content and CollaborationBusiness Collaboration Platform Thin Clients Dashboards BI Search Content Management Compositions Information Platform Information Platform Analysis Services Reporting Services Integration Services Master Data Data Mining Services Data Warehousing
  8. 8. Specialized BI for BI Tools Everyone
  9. 9. Database Integration Analysis Reporting Master Data StreamInsight Engine Services Services Services Services Relational Classic Managed Data OLAP Data ETL ReportingManagement Management Processing Complex Self Service Master DataReplication Event Data Mining Reporting Management Processing Data Profiling PowerPivot* Full Text Embedded Self Service Search Reporting Analytics
  10. 10. Cubes in SQL Server 2008 R2
  11. 11. Provides an interface familiar to most information workersSupports basic, advanced, and embedded analysisIntegrates with SQL Server and Analysis Services as wellas other data sourcesIncludes a new add-in for highly-performing data integrationand analysisEnables collaboration through server workbooks sharedacross the WebSupplements portals and dashboards
  12. 12. Manages compressed storage of, and extremelyfast querying and reporting from, large volumes ofrelated tabular dataData can be loaded from a variety of data sourcesLeverages familiar Excel featuresUses Data Analysis Expressions (DAX) forsophisticatedtransformation of dataSupports publication of PowerPivot workbooks toSharePoint
  13. 13. Server hosting of Excel calculation engine Provides a web thin client for Excel workbooks Excel aggregates data from multiple sources Exposes data using REST and JavaScript Browser Excel 2007 Custom applications
  14. 14. IT can control parts of Excel Workbooks Excel file sharing is all or nothing Excel Services can expose smaller parts Ex. Expose the results without exposing formula Ex. Expose one summary chart, but not the raw data IT can control permissions to each part
  15. 15. Content can be exposed in a variety of ways Publish workbook to a SharePoint site Entire workbook, specific sheets, specific items Web Services REST Services Javascript Object Model
  16. 16. Excel data “trapped” in existing workbooks Excel Services lets us expose this information Users can interact and collaborate Excel “applications” can be exposed on web
  17. 17. Provides a browser based view of ExcelAllows interaction with Excel Workbook Ex. Pivot Table, Sorting, Filtering, Parameters
  18. 18. Excel Services exposed using Web Parts Web Parts display named items Parameters exposed as Web Part connections Parameter changes will update charts Allows real time feedback to users
  19. 19. In-memory Data Cubes in Excel Excel addin allows creation of cube Cube persisted in the Excel Workbook Consumers of workbook have access to cube Excel Services GeminiBrowser Excel Workbook
  20. 20. Creating a BI Dashboard with Excel 2010
  21. 21. Performance Status Chart Web PointIndicators Parts Services Excel Visio BI SearchServices Services
  22. 22. Simple web parts that provide visualization Quick summary of data Can access multiple data sources Fixed Values Lists and External Lists Excel Services Other Web Parts SQL Analysis Services Lists and External Lists Excel Services
  23. 23. Provides a browser thin client for Excel Allows trusted distribution of Excel Workbooks Users can expose Excel content in Web Parts Provides workbook data using service APIs
  24. 24. Context-driven dashboards across systems Provides transparency and accountability Interactive access using browser Can be created/updated by IT professional
  25. 25. Professional report authoring environment Designed for developer or IT professional Does not ship with SharePoint 2010 SP 2010 has Reporting Services Web Parts Used to create professional reports for BI apps
  26. 26. Extends the reach of search to BI elements Adds Excel and Reporting Services to search Presents results based on dimensions Links directly to specific view of the report
  27. 27. Evolution of the Reporting Center template Predefined lists for PPS, Excel Services Starting point for BI portals
  28. 28. Creating a BI Site in SharePoint
  29. 29. Visual displays of mission critical analysis Answers fundamental business questions Single screen display of information “Real Time” summary of data Interactive links to details
  30. 30. Provides an overall view of status indicators Modeled after the business not the data Manages key performance indicators (KPIs) Often included as part of a dashboardBalancedScorecard Certified
  31. 31. Dashboard designer used to create content ClickOnce application launched from browser Manages content directly in SharePoint Lists for content, data sources, dashboards
  32. 32. Data access is managed with Data Sources Data is accessible from multiple sources Ex. Analysis Services, Excel, Lists, SQL, etc… Accessed with service account or current user Stored in list as an XML file (*.ppsdc)
  33. 33. Business users view content in the browser Stored as Web Part pages Web Part connections used to relate content Ex. Item choice in a scorecard updates reports
  34. 34. Decomposition trees allow data exploration New in SharePoint 2010 Available by right clicking data in browser Analyze -> Decomposition Tree Allows filteringexpanding across dimensions
  35. 35. Driven by customer feedback Project Server 2003 Limited reporting relying on OLAP Databases Project Server 2007 Hard to build comprehensive dashboards using out-of-box functionality on the Server Relying on “legacy” Office Web Components (OWC) ActiveX components “New” visual reports functionality on the desktop application Project Server 2010 Leveraging the architecture of Project Server 2007 Building on the powerful collaboration and BI platform of SharePoint 2010 w/ Enterprise CAL
  36. 36. What hasn’t changed Same underlying database structure as in Project 2007 Relational OLAP Data flow is the same Leverage queue for reporting publish jobs
  37. 37. What’s changed for 2010? Infrastructure Data No Office Web Components New Data and Views in Reporting DB Data Analysis views are not upgraded New entities in the Reporting DB Not integrated with Views Management Multiple OLAP Database support Built on SharePoint BI Technologies Portfolio and Project data together New BI Center site Out of the box integration with Excel Services 3 tier architecture
  38. 38. Visual Display of themost important information needed to achieve one or more objectives which fits entirely on a single computer screen so it can be monitored at a glance Information Dashboard Design By Stephen Few
  39. 39. Some are Better Than Others
  40. 40. Specific – Clear on what is being measuredMeasurable – Accurate and consistentActionable– Influence to alter the outcomeRelevant– Significance and leverageTimely – Appropriate intervals
  41. 41. Key Data/Metric s In Context Dense ZeroInformation Learning Not Curve Cluttered Single Page Graphically Oriented Access to Highlight Supporting Exceptions Details
  42. 42. “Single Page” “Graphical” No Scrolling Displays Patterns Nothing Hidden Abstract Data Linked Content Minimal Grids Better Dashboard All Relevant Info Design Domain AwareOne Place to Look Leverages Not Data Driven Knowledge “Disparate Data” “Guided Analytics”
  43. 43. Key Data/Metrics High level performance metrics Generally tied to goals and bonuses Focus on actionable data Disparate sourcesContext The 3Ts = Target, Trend, Typical Similar/Related Data/Metrics Basis for interpretation
  44. 44. Dense Information All relevant data/metrics Different perspectivesNot Cluttered – “At a Glance” It is not how much, but how well Easy to view,The Visualan eyeTufte Information not Display of Quantitative Edward R. chartData-Ink Ratio ( ) Non-essential ink should be removed Supporting ink (axis lines) = low visual impact
  45. 45. Dashboard viewing is not a person’s job Oriented at casual users, line mgt, & execs Little/No accumulated experience Each viewing is the first timeDashboards are not analytical tools But they provide guided analyticsTargeted to a Person/Role/Problem Set
  46. 46. Outliers should POP out Visual CuesHighlight Both Color Problems Size Opportunities ShapeWhat is an Exception? Boldness > 1 Std Dev, 2…. Five9s Position When action needs be taken Icons
  47. 47. Dashboards are not an Associated end unto themselves Layers Contextual GuidedContent Updates Analytics Update Dashboard Webparts Links to New Pages Hierarchical Drill-DownRoot Cause Analysis Ad Hoc Analysis Detail Reports
  48. 48. Scorecards Diagrams Grids Charts Gauges MapsTree Map Decomp Tree And So Much More……
  49. 49. ColorUse Color Sparingly – Generally Soft Colors Highlighting – Bold ColorsDifferent Colors = Different Meaning Try shades of greyUse a Single Hue Increase the intensity for low to high valuesRemember - 7% of men are color blind A dashboard is not a painting Usefulness is Paramount
  50. 50. When to use: Values are familiar Need to lookup a value Small differences are important Mixed units of measureDesign Considerations Try to keep square-ish Comparisons are done by column Limit length with Top/Bottom
  51. 51. Highlights Items of interestData Bars Helpful to read magnitudeColor Scales/Icons Icons Can overwhelm the data are best used to:Arrows Replace Used for change over time data to save space Show variance or score
  52. 52. Are a special type of grid Created for KPIs and ObjectivesCan be methodology oriented Balanced Scorecard, 6 Sigma, …Used as a navigation aid A list with data Scorecards are less about data and more about process
  53. 53. Score Catalog Budget Audited Plan Forecast Accurate Scorecards Tolerances Benchmarks Approved Perspectives Initiatives KPIs Organize Metrics MeasuresData
  54. 54. Lines Charts – Time Series oriented Highlights trend, patterns or variability Highlights relationships between series Trend lines & projections can be addedBar Chart – Comparison Oriented Categorical comparisons within a dimension http://www.symcorp.com Nominal comparisons across data (sales to cost)Pie Charts – Part to Whole Only works with small sets Hard to visually quantify A lot of space for not much data
  55. 55. If the dashboard is notvisually appealing, 1 Page – 6#speople will not go to itIf the dashboard is noteffective and practical,people will not use it Pretty Yes! Useful? What is fun the first time Might be boring the 100th time Too Dense?
  56. 56. Horizontal Long labels Pattern comparisons Long-ish listsVertical Groups with in groups Stacked and 100% Bars Pareto ChartsDoesn’t work for large numbers of groupsBars are easily drilled into
  57. 57. Effective Great Mixing Of Data-Ink Charts & RatioTrellis Values SmallCharts Multiples Introduction of Sparklines & Bullet Graphs
  58. 58. A bullet graph is a variation of a bar graph developed by Stephen Few. Seemingly inspired by the traditionalthermometer charts and progress bars found in many dashboards, the bullet graph serves as a replacement for Symmetry’s dashboard gauges and meters Variation Sales Costs Black Bar = Value Green/Red Bar = Target Blue Pointer = Last Year
  59. 59. Useful in showing regional componentsMaps are great fordemographics Impact grids can be effective Be careful of charts within a map
  60. 60. When using a set ofHard to set gauge scale gauges expected value for the general case should be straight up Best for continuous process Poor Data-Ink Ratio
  61. 61. Balanced Scorecard Process DiagramStrategy Map Diagrams are underutilized Graphical RepresentationsImpact Diagram Root Cause/Fishbone Diagram
  62. 62. Show the dataFocus on the substance of the numbersDon’t distort the dataPresent many numbers in a small spaceEncourage comparisonsShow data in several perspectives The Visual Display of Quantitative Information Edward R. Tufte
  63. 63. Number of Frames Up to 4 is good, no more than 6Frame Proportions Size = implied importance Uniform otherwiseLocation Top left = primary focus Bottom right = supporting detail Off page = irrelevantPrinting The dirty little secret
  64. 64. Different frame on same page Must fit on the page Can drill from here to new pageNew page in same browser Easy to get back Full page availableNew browser tab/window Allows for comparisons Users must close windows/tabs
  65. 65. A tiered set of dashboards based on role or function A set of grids, graphs, orvisualizations that examine a single metric A set of detailed reports or ad-hoc analytics http://www.symcorp.com
  66. 66. Identify the key dimensions for the metric Customer, product, department Drill into one or more of these Top 10 rankingsIdentify the audience Marketing manager – Drill to product Sales Manager – Drill to customer
  67. 67. • Business Intelligence (BI) Primer• BI Tools in SharePoint 2010• Excel Services• Performance Point Services
  68. 68. Show Me the Numbers: Designing Tables and Graphs to Enlighten Stephen FewInformation Dashboard Design: The Effective Visual Communication of Data Stephen FewThe Visual Display of Quantitative Information, 2nd edition Edward R. Tuftehttp://www.perceptualedge.com/http://dashboardspy.com/Symmetry Corp – www.symcorp.com
  69. 69. Related Resources Webcasts (http://www.microsoft.com/events/series/epm.aspx) Project 2010 Business Intelligence Center http://go.microsoft.com/?linkid=9726143 Accessible from Project Server 2010 TechCenter site http://technet.microsoft.com/projectserver/ SharePoint 2010 Business Intelligence Center http://technet.microsoft.com/sharepoint/ee692578.aspx

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