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Microsoft Business Intelligence - Practical Approach & Overview


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Microsoft Business Intelligence - Practical Approach & Overview

  1. 1. Microsoft Business Intelligence<br />
  2. 2. About Us<br />Established since 2003<br />Microsoft Certified Partner<br />Core Businesses Focus<br />Collaborative Service Delivery<br />Enterprise Consulting<br />Application Management & Quality<br />
  3. 3. Purpose of Business Intelligence <br />
  4. 4. Business Intelligence in Action<br />What is happening?<br />Scorecards and Dashboards<br />What happened?<br />Why did it happen?<br />Reporting<br />Analytics<br />Strategy<br />What will happen?<br />What do I want <br />to happen?<br />Forecasting<br />Planning, Budgeting, <br />Consolidation<br />Process requires past information, present conditions and future outcomes<br />
  5. 5. The “clock speed” of business change has increasedMore happening more quickly<br /> Before After<br />Predictability and stability<br />Manageable change<br />Enough time to react<br />Long term planningwas enough<br />Rapidly changing needs<br />Unexpected change<br />Shorter windows of opportunity<br />Planning for the unknown<br />How do we respond to these changing needs?<br />
  6. 6. Component of a Successful BI <br />Powerful Engine<br />Strong Platform<br />Good Driver<br />
  7. 7. Today's Challenges<br />
  8. 8. BI Offering in SharePoint 2010<br />Large Datasets<br />Visual Navigation<br />Pivot<br />PowerPivot<br />PerformancePoint<br />Mapping<br />SharePoint list<br />KPI / Status Indicator<br />SQL Reporting <br />Services<br />Chart Web Part<br />Excel Services<br />Printing or <br />exporting<br />Small Datasets<br />
  9. 9. SharePoint 2010 BI Web Parts<br />Simple web parts that provide visualization<br />Quick summary of data<br />Can access multiple data sources<br />Use the Chart Web Part to quickly display data within SharePoint<br />Status Indicators quickly give you a snapshot of your data<br />
  10. 10. Dashboard Designer<br />Aggregate Data Sources and Content to create rich, dynamic, and context-drive dashboards<br />Create content once and reuse across Dashboards<br />One-click deploy and publish<br />Common infrastructure within SharePoint<br />
  11. 11. BI Center Site Template<br />Evolution of the Reporting Center template<br />Predefined lists for PPS, Excel Services, SharePoint Dashboards<br />Starting point for BI portals<br />
  12. 12. PerformancePoint Services<br />Context-driven dashboards across systems<br />Provides transparency and accountability<br />Interactive access using browser<br />Combine structured and unstructured information into a single view<br />
  13. 13. Designing PPS Applications<br />Dashboard designer used to create content<br />ClickOnce application launched from browser<br />Manages content directly in SharePoint<br />Lists for content, data sources, dashboards<br />
  14. 14. PPS Content in the Browser<br />Business users view content in the browser<br />Stored as Web Part pages<br />Web Part connections used to relate content<br />Ex. Item choice in a scorecard updates reports<br />
  15. 15. Decomposition Tree<br />Unique Data Exploration and relationships<br />New in SharePoint 2010<br />Filteringexpanding across dimensions<br />Faster and more relevant visualization of data<br />
  16. 16. KPI Details Report<br /><ul><li>Calculation
  17. 17. Variance
  18. 18. Scoring method & distribution graph
  19. 19. Comments
  20. 20. Accountability
  21. 21. Extensible
  22. 22. Applied Filters
  23. 23. KPI Name, Description, Properties
  24. 24. Metrics with Trends
  25. 25. Actual & Target Values
  26. 26. Created & Modified date
  27. 27. Indicator & Thresholds</li></li></ul><li>Delivering IT Insight and Oversight<br />Demo<br />
  28. 28. Alarm<br />Automate<br />
  29. 29. Discover the Value Inside<br />Learn<br />Customer Voice<br />Evolve<br />Compliance<br />Innovate<br />Opportunity<br />
  30. 30. Business Intelligence Platform<br />DELIVERY<br />COLLABORATION<br />CONTENT MANAGEMENT<br />SharePoint Server/PowerPivot<br />SEARCH<br />Reports<br />Dashboards<br />Excel <br />Workbooks<br />Analytic<br />Views<br />Scorecards<br />Plans<br />END USER TOOLS & PERFORMANCE MANAGEMENT APPS<br />Excel/PowerPivot<br />SharePoint Server<br />BI PLATFORM<br />SQL Server <br />Reporting Services<br />SQL Server <br />Analysis Services<br />SQL Server DBMS<br />SQL Server Integration Services<br />
  31. 31. BI in Microsoft SharePoint 2010<br />Business Insights<br />For Everyone<br />
  32. 32. State of Business Intelligence<br />32% of Excel users are comfortable with using it for “Advanced Analysis” e.g., PivotTables<br />Only 28% of potential BI users have any meaningful access<br />31% of all BI initiatives partially meet or don’t meet the business goals originally set<br />– Business Intelligence Purchase Drivers and Adoption Rates, Gartner<br />– BI Survey 9, BARC<br />– Excel Segmentation Research<br />Lines between producers and consumers of information have largely disappeared.<br />Knowledge workers spend too much time looking for, not enough time analyzing the information.<br />Requirements change way too fast for IT and traditional technology to keep up.<br />Agile BI Out of The Box, Forrester Research, Inc., April 22, 2010<br />
  33. 33. Challenges of IT development organizationsMore demands, less resources<br />Increasing demands on individual and organizational productivity<br />IncreasingIT backlog of unmet needs<br />Scarce resources and funds for IT<br />More difficult to improve businesssatisfaction<br />Organization’s need for governance<br />
  34. 34. Tension between business and IT The paradox of empowerment vs. control<br />How do we break this paradox?<br />CONTROL<br />Governance<br />Management<br />Centralization<br />Consolidation<br />Cost controls<br />EMPOWERMENT<br />Access<br />Agility<br />Adaptability<br />Self-service<br />Innovation<br />
  35. 35. Evolution of BI<br />Self-Service BI<br />Traditional BI<br />Provision<br />Analysis<br />Reports<br />Dashboards & Scorecards<br />Data <br />Staging<br />Analysis <br />Cubes<br />Data Warehouse<br />ETL/Data Quality<br />Specialized Tools<br />?<br />End Users<br />Spreadsheets<br />Existing Data<br />IT Pro<br />LOB Applications<br />Data Marts<br />Files<br />IT has been busy keeping up with the growing demand for BI…<br />Harvesting existing data, cleaning it and staging it …<br />To provision reports, dashboards & scorecards to meet End User demand.<br />But business is outpacing IT and End Users are demanding Agility …<br />Rapidly breaking down the barriers of Control with Self-Service BI!<br />Is it possible to balance Control with Agility?<br />
  36. 36. Bringing it Together<br />Simplicity<br />Richness<br />Scalability<br />
  37. 37. Powerful New Analysis Tools: PowerPivotDrive personal productivity and insight<br />PowerPivot for Excel <br />PowerPivot for SharePoint<br />
  38. 38. Self-Service Business Intelligence<br />Demo<br />
  39. 39. Limitations to Wider BI Platform Deployment <br />Source: Gartner, BI Platforms Magic Quadrant Customer Survey conducted November 2009<br />Cost and Lack of User skills top two limitations why an organization doesn’t deploy BI wider<br />
  40. 40. Build on What You Already Know<br />Most broadly adopted productivity suite<br />Fastest growing collaboration platform<br />Most popular DW, OLAP, and reporting platform<br />
  41. 41. Approach of Adopting BI<br />“Identify Focus & Start Small”<br />Identify<br />Initiate<br />Innovate<br />“Organization Wide &<br />Cooperate Performance”<br />“Departmental Initiative & Self-measured KPIs”<br />
  42. 42. Approach of Adopting BI<br />“Consolidate & Data Parsing”<br />Standardize<br />Cleansing<br />Normalize<br />“Consolidate & Eliminate”<br />“Matching & Grouping”<br />
  43. 43. Key of Successul Implementation<br />Accuracy<br />Ensure the data was recorded correctly<br />Completeness<br />Governing all relevant data was recorded<br />Uniqueness<br />Entities are recorded once with data load, de-duplication<br />Timeliness<br />The data is kept up to date, with correct time keeping<br />Consistency<br />The data agrees with itself<br />
  44. 44. Summary<br />
  45. 45. Provision<br />Provision Access to InformationBuilt to be Mission Critical<br />Connect to data across your heterogeneous environment<br />Heterogeneous Connectivity<br />Empower<br />LOB Apps<br />Teradata<br />Manage<br />Integrate data and ensure data quality across your organization<br />1TBof data transferred in under 30 minutes<br />Data Integrationand Data Quality<br />#1 OLAP vendor for the last 5 years<br />– BI Survey<br />Prepare data and build models for end-user access<br />Data Staging and Modeling<br />
  46. 46. Mediterranean Shipping Company<br />Super-tanker scale BI<br />
  47. 47. Provision<br />Empower End UsersFamiliar and Flexible Tools<br />Quickly search and find information in reports, dashboards, and scorecards<br />Empower<br />Find and Access<br />Manage<br />Leader in information access technology<br />Mash-up and analyze data in the familiar Excel environment<br />– Magic Quadrant for Information Access Technology, 2009<br />Mash-up and Analyze<br />Most broadly adopted productivity suite<br />Fastest growing collaboration platform<br />Share and collaborate for better decision making<br />Share and Socialize<br />
  48. 48. Familiar and Flexible ToolsMediterranean Shipping Company<br />Mash-up of data from internal and external data sources (U.S. Customs)<br />33M rows<br />1.7GB compressed<br />Built-in 3 hours<br />The new tools in Office 2010 help everyone be more productive…We work faster and smarter than the competition<br /> – Andre SimhaChief Information Officer, Mediterranean Shipping Company<br />
  49. 49. Provision<br />Manage from the Desktop to DatacenterFor Traditional and Self-Service BI Assets<br />“…when coupled with SharePoint and SQL Server, there is a significantly greater amount of IT control possible over PowerPivot workbooks..”<br />Gain visibility and manage end user created content<br />Insight and Oversight<br />Empower<br />Manage<br />– What is SQL Server PowerPivot, July 2010, Rita Sallam, Gartner<br />From 100 million rows in Excel to 100 TB’s with PDW <br />Scale from the desktop to the datacenter with Vertipaq<br />Seamless Scale & Pervasiveness<br />“…SQL Azure delivers the most innovative, integrated, and flexible solution.” <br />– SQL Azure Raises the Bar on Cloud Database, Nov 2, 2010, Noel Yuhanna<br />Simplified deployment on-premise and in the cloud<br />Frictionless Deployment<br />
  50. 50.
  51. 51. Striking A Balance<br />Connect & Provision<br />Find & Access<br />Monitor & Manage<br />Mash-up & Analyze<br />Deploy & Future Proof<br />Share & Collaborate<br />IT Professional<br />End-User<br />Control<br />Agility<br />
  52. 52. Microsoft Business Intelligence<br />Most Broadly adopted Productivity & Collaboration Tools<br />SharePoint<br />Scorecards<br />Excel <br />Workbooks<br />PowerPivot Applications<br />SharePoint<br />Search & Dashboards<br />Analysis <br />Services<br />Reporting <br />Services<br />Most widely deployed EIM & BI Platform<br />Integration <br />Services<br />Master Data <br />Services<br />Odata<br />Feeds<br />LOB Apps<br />
  53. 53. Leader in Business Intelligence based on “Ability to Execute” and “Completion of Vision”<br />Magic Quadrant for Business Intelligence Platforms, January 27, 2011<br /><br /><br /><br />© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.<br />The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.<br />