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Tableau + Microsoft = Better Together

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Overview of combining the best of Tableau and Microsoft BI technologies for on-premises deployments.

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Tableau + Microsoft = Better Together

  1. 1. © 2013 Impact Analytix, LLC q u i c k l y m a k e a p o s i t i v e i m p a c t Tableau + Microsoft = Better Together Jen Underwood Founder & Principal Consultant Impact Analytix, LLC 813.435.5344 jen@impactanalytix.com www.impactanalytix.com 2013 Tableau Zen Master
  2. 2. © 2013 Impact Analytix, LLC About the Speaker o Impact Analytix, LLC is a boutique BI and predictive analytics consulting firm that values projects that truly make a difference o Jen Underwood, Founder & Principal Consultant • ~20 years of business intelligence industry experience • Former Global Microsoft BI and Analytics Technical Product Manager and seasoned BI implementer • Passionate technology evangelist and volunteer, TDWI, PASS, SharePoint Conference, and Microsoft TechEd • Bachelor of Business Administration degree University of Wisconsin Milwaukee Post Graduate Certificate Computer Science - Data Mining University of California, San Diego
  3. 3. © 2013 Impact Analytix, LLC “Decision making and the techniques and technologies to support and automate it will be the next competitive battleground for organizations. Those who are using business rules, data mining, analytics and optimization today are the shock troops of this next wave of business innovation.” - Tom Davenport, Competing on Analytics
  4. 4. © 2013 Impact Analytix, LLC Agenda o Introducing Tableau o Agile Visual Analytics in Enterprise BI Strategy o Technical Overview o Mobile BI o Integration o Predictive Visual Analytics
  5. 5. © 2013 Impact Analytix, LLC Why Tableau + Microsoft? • True Best of Class Visual Analytics and Dashboards • Large data set rendering • Depth and breadth of data visualization capabilities • Advanced analytic features, statistics, forecasting and predictive analytics integration • Mobile BI for a wide variety of mobile device types • Browser-based, touch optimized, secure mobile BI • Native mobile BI apps for iOS and Android • Strong Application Integration, APIs and SharePoint Web Part • Supplements versus replaces Microsoft • Fully leverage Microsoft data sources and many other data sources • Enable external reporting, multi-tenancy and other ad-hoc scenarios • Experience it for yourself!
  6. 6. © 2013 Impact Analytix, LLC Visual Discovery within Enterprise BI Strategy Source: http://www.b-eye-network.com/blogs/eckerson/archives/2013/03/a_guide_for_bi.php
  7. 7. © 2013 Impact Analytix, LLC Visual Discovery within Enterprise BI Strategy What happened? Why did it happen? What is happening? What will happen? Competitive Advantage Level of Business Impact Descriptive Analytics Diagnostic Analytics Predictive Analytics Prescriptive Analytics Microsoft BI Tableau R, SAS, SPSS I didn’t know I need to know I didn’t know I want to know I know I want to know I know I need to know
  8. 8. © 2013 Impact Analytix, LLC Tableau Desktop For Anyone • Explore and visualize data • Self-service analytics for everyone • Blazing speed against massive data • Author and publish to Server
  9. 9. © 2013 Impact Analytix, LLC Tableau Server For Organizations • Web dashboards and applications • Secure information management • Enterprise scalability • User defined and deployed
  10. 10. © 2013 Impact Analytix, LLC Visual Analytics • Based on a visual query language – VizQL • Unifies computer graphics and databases Live Query Engine • Attaches directly to enterprise data stores • Supports the world’s largest databases • Compatible with data of all formats and sizes In-Memory Data Engine • Breakthrough in-memory data engine • Column storage, architecture aware • Fast performance with massive data Core Technology
  11. 11. © 2013 Impact Analytix, LLC Tableau + Microsoft Standard KPIs and Reporting Agile Visual Analytics and Data Discovery Shared Data Sources Tableau Content Subscriptions Auditing & Logging Mobile and Ad Hoc Integration APIs Tableau Desktop MobileWeb Browser DB2 Excel Third-Party EPM SQL Server Reporting Services SQL Server Analysis Services SQL Server Database Integration Services Master Data Services Data Quality Services Parallel DW HDInsight Reporting Services Tableau Server SharePoint Server or Office365 Cloud Information Delivery and Performance Management Data, Business Intelligence and Analytics Platform Enterprise Business Intelligence Technical Architecture
  12. 12. © 2013 Impact Analytix, LLC
  13. 13. © 2013 Impact Analytix, LLC All Data Sources Transform all types of data into self-service analytics
  14. 14. © 2013 Impact Analytix, LLC Microsoft Data Sources • Excel • PowerPivot • Local file and SharePoint published • Also PivotStream hosted • Access Databases • SQL Server Relational Databases • SQL Server Parallel Data Warehouse (coming) • SQL Server Analysis Services • Multidimensional • Tabular (MDX, DAX coming) • SharePoint Lists • SQL Azure, Azure DataMarket, OData and other Cloud data sources See Additional Resources
  15. 15. © 2013 Impact Analytix, LLC SQL Server, PowerPivot and Analysis Services Cubes
  16. 16. © 2013 Impact Analytix, LLC Tip! Analysis Services Cubes (SSAS) with Tableau My blog has many tips at http://www.impactanalytix.com/ Knowledgebase article on the topic that is a little dated BUT the attached workbook with the common design pattern examples is really excellent. There do seem to be a lot of customers using Analysis Services Cubes OR trying to figure out how to do it. Keep this handy. o KB Article: http://kb.tableausoftware.com/articles/knowledgebase/f unctional-differences-olap-relational o Design Patterns: http://kbcdn.tableausoftware.com/workbooks/adventure works_cube_on_scdemo-dbs.twbx
  17. 17. © 2013 Impact Analytix, LLC Analysis Services Multidimensional
  18. 18. © 2013 Impact Analytix, LLC Combining Tableau Dashboards with SSRS Reports o Tableau Dashboard Use Web Page object - For URL, use Report Server - For Parameters, map SSRS Report to Tableau Parameter Use Tableau Action - For URL, use Report Server - For Parameters, map SSRS Report to Tableau Parameter http://kingjoypenx/ReportServer/Pages/ReportViewer.aspx?%2fSSRSListReport &Age=<Parameters.AgeParm>&rc:Toolbar=false
  19. 19. © 2013 Impact Analytix, LLC oTableau Dashboard Use Tableau Action - For URL, use Report Server - For Parameters, map SSRS Report to Tableau Parameter Combining Tableau Dashboards with SSRS Reports
  20. 20. © 2013 Impact Analytix, LLC Analysis Services Data Mining DMX • Visualize Analysis Services (SSAS) DMX Predictive Queries • Other Third-Party Predictive Integration • R, SAS, SPSS, Oracle, Microsoft, SAP HANA, Sybase and others See Live Demo
  21. 21. © 2013 Impact Analytix, LLC Integration with Business Applications • JavaScript API • Data Extract API • Embedding Views • SharePoint Web Part • Custom User Interfaces • Web Site Integration • PowerPoint Live Views http://www.tableausoftware.com/new-features/javascript-api
  22. 22. © 2013 Impact Analytix, LLC SharePoint Web Part http://onlinehelp.tableausoftware.com/v7.0/server/en-us/embed_ex_trustedauth.htm http://onlinehelp.tableausoftware.com/v7.0/server/en-us/embed_ex_SP.htm • Insert Tableau Views into SharePoint pages
  23. 23. © 2013 Impact Analytix, LLC PowerPoint Live Views http://vizwiz.blogspot.hu/2012/05/tableau-tip-embedding-dashboard-in.html • Insert Tableau Views into PowerPoint presentations with LiveWeb
  24. 24. © 2013 Impact Analytix, LLC Mobile BI http://www.tableausoftware.com/new-features/drag-and-drop-editing • "Author once, consume anywhere“ • Consistent experience across devices • Rapid “IT-free” authoring • Touch-optimized controls and views • View, Edit or Author on mobile devices
  25. 25. © 2013 Impact Analytix, LLC Data Engine Data Stores Web Browser/ Mobile Tableau Professional VizQLServer Tableau Data Server LoadBalancer WebServer DataServer Direct Connection Published Data Source Published Data Source Direct Connect Tableau Server Data Engine
  26. 26. © 2013 Impact Analytix, LLC Fast Data Engine SQL Connector MDX Connector VizQL Engine User Interface Data Marts Data Warehouse Files Cubes Tableau Native Query Technology + Interactive queries to the database + Leverages IT policies for security + Avoids data silos + Ensures fresh data results + Values the EDW strategy Tableau Data Engine Technology + In-memory + Column store + Highly compressed + Optimized API specific for Tableau + 64-bit (32-bit as well) Tableau Technical Architecture
  27. 27. © 2013 Impact Analytix, LLC SQL Connector MDX Connector Data Engine Security Services (Data) VizQL Service Data Marts Data Warehouse Files Cubes Tableau Data Simplicity + Direct connect to data with no additional setup + Leverages existing data stores + Scheduled data updates to Data Engine + Automatic, shared Caching at 3 levels Tableau Security + Leverage existing Data Base security + Add row-level data security based on users and groups + Restrict content and capabilities via granular permissions + Securely deliver content via HTTPS Tableau Server Security Web Application Server Security Services (Permissions) Web Server
  28. 28. © 2013 Impact Analytix, LLC Data Engine Tableau Server Scalability Repository Scheduler Search Gateway/ Load Balancer VizQL Server Application Server Data ServerData Server VizQL Server Application Server VizQL Server Application Server Data ServerData Server VizQL Server Application Server Tableau Scales up and out + Multi-Threaded + Multi Process Enabled + Cluster Multiple Machines + Load Balanced + Runs on VMs http://www.tableausoftware.com/learn/whitepapers/tableau-7-server-scalability
  29. 29. © 2013 Impact Analytix, LLC oDistributed Machine Deployments / Tableau Server Sizing Reference ohttp://onlinehelp.tableausoftware.com/v8. 0/server/en-us/help.htm# perf_extracts_view.htm#idd21e8541- 07c4-420f-913e- 92dcaf5f0c34__idab9cfc2b-8cd1-44fe- 953f-13d95b492176 Tableau Server Sizing
  30. 30. © 2013 Impact Analytix, LLC High Availability • Active/Active cluster for redundancy and added scalability • Replication for Data Engine and Repository • Gateway and Load Balancer can be small – 1 core, 4GB of RAM
  31. 31. © 2013 Impact Analytix, LLC Tableau In-Memory Fast Data Engine Tableau Data Extracts Extracts create an optimized copy of the data Extracts can improve performance by: • Filtering the Data • Sampling the Data • Summarizing the Data • Taking the load off the database • Reducing Network Traffic • Optimizing/Indexing the data • Leveraging an In-memory, columnar database
  32. 32. © 2013 Impact Analytix, LLC Extracts – Local copy of data Extracts make a local copy of the data • (1) Can pre-filter • (2) Can take a percentage of rows • (3) Can take a number of rows 1 2 3
  33. 33. © 2013 Impact Analytix, LLC Summarized Extracts Even Faster and Even Smaller And/Or
  34. 34. © 2013 Impact Analytix, LLC Summarized Extracts – Dates
  35. 35. © 2013 Impact Analytix, LLC Additional Resources
  36. 36. © 2013 Impact Analytix, LLC Highlighted Microsoft Technical Reads PowerPivot Data Source Connection Examples http://onlinehelp.tableausoftware.com/current/pro/online/en- us/help.htm#examples_powerpivot.html Analysis Services Data Source Connecttion Examples http://onlinehelp.tableausoftware.com/current/pro/online/en- us/help.htm#examples_msas.html Analysis Services (SSAS) security with Tableau KB Article http://kb.tableausoftware.com/articles /knowledgebase/functional-differences-olap-relational Analysis Services (SSAS) security with Tableau Design Patterns http://kbcdn.tableausoftware.com /workbooks/adventureworks_cube_on_scdemo-dbs.twbx Dates http://kb.tableausoftware.com/articles/knowledgebase/ssas-dates Analysis Services (SSAS) security http://blacksheepbi.wordpress.com/2012/12/02/tableau-server-7-microsoft-sql-server- analysis-services-security/ Analysis Services (SSAS) cell level security http://kb.tableausoftware.com/articles/knowledgebase/ analysis-services-cell-level-security HTTP connection access http://kb.tableausoftware.com/articles/knowledgebase/support-http-access-microsoft-sql
  37. 37. © 2013 Impact Analytix, LLC Highlighted Microsoft Technical Reads Custom SQL and Parameters http://onlinehelp.tableausoftware.com/v8.0/public/online/en-us/customsql.html Mobile BI for iOS, Android, Surface, and Smart Phones http://www.jenunderwood.com/blog.htm#TableauMobileBI Visually Analyze Predictive Models in Tableau (w/Analysis Services DMX) http://www.jenunderwood.com/blog.htm#PredictiveTableauR Tableau Dashboard Actions http://kb.tableausoftware.com/articles/knowledgebase/combining-sheet-links-and-dashboards Embedding Tableau Views http://onlinehelp.tableausoftware.com/current/server/en-us/embed.htm
  38. 38. © 2013 Impact Analytix, LLC © 2013 Impact Analytix, LLC

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