Business intelligence


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  • Provide an overview of some of the Microsoft BI tools available and how you can be able to take data from within and without LOB systems and present it in a meaningful manner.
  • Critical for forward views of an organization (planning, budgeting and forecast)
  • IW’s can provide information on the fly on how the business is changing (sales volumes, price comparisons) which can affect the profitability, cash flow or even financial stability.
  • Give a scenario --- access database front-end being used to interact with the database, no data reviews, table locks
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  • Business intelligence

    1. 1.
    2. 2. Business Intelligence from data to presentation <br />Leonard Mwangi MCDBA, MCST<br />Partner/Principal Consultant <br />e Tek Global Inc. <br />
    3. 3. Quick Survey<br /><ul><li>How many are using SQL Server</li></ul>> 2005?<br />2008?<br />2008 R2?<br /><ul><li>How many are using SharePoint</li></ul>2003?<br />2007?<br />2010?<br /><ul><li>How many are using Microsoft Office </li></ul>2003?<br />2007?<br />2010?<br />
    4. 4. SQL Server tools<br />Reporting Services<br />Analysis Services<br />Multi-Dimensional Data<br />Data Mining <br />
    5. 5. Microsoft SharePoint 2010<br />Collaboration platform<br />Sites<br />Communities<br />Composites<br />Connect and Empower People<br />Cut Costs with a Unified Infrastructure<br />Content<br />Insights<br />Rapidly Respond to Business Needs<br />Search<br />
    6. 6. Objectives & Goals<br />Objectives <br />BI as a solution overview<br />Funneling data sources <br />Benefits of BI platform<br />Mitigating data risks in BI<br />SharePoint Server 2010 <br />SSRS/SSAS & SharePoint<br />Excel Services <br />PowerPivot (Excel & SharePoint 2010)<br />PerformancePoint 2010<br />Visio Services <br />BI Indexing Connectors <br />Goal<br />BI understanding <br />Manage & Administer BI environment<br />Create a usable BI solution <br />
    7. 7. Decision makers<br /><ul><li>Desktop analysis tools
    8. 8. Server analysis & Collaboration tools</li></li></ul><li>Data sources<br />Scorecards<br />Charts and graphs<br />Spreadsheets<br />Dashboards<br />Financial reports <br />IM/chat<br />Email<br />Portals<br />Meetings<br />Television reports<br />Slide decks<br />Documents<br />Internet<br />Webcasts<br />RSS feeds<br />Presentations<br />Blogs<br />Project plans<br />Analytic applications<br />Newspapers<br />Magazines<br />Intranet<br />
    9. 9. Data does not exist in your Line of Business (LOB) or Enterprise Resource Planning (ERP) Systems.<br />
    10. 10. Decision Support System<br />Decision makers<br />IT guys<br />Information Workers Competitor Intel’ Officer (CIO)<br />
    11. 11. Risks evinced by the IW’s<br />Solution governance<br />Data Oversight<br />Who’s using it <br />Where is it coming from <br />Where is it going <br />Data Insight <br />- Compliance <br />- Security <br />- Availability <br />
    12. 12. Being on IW’s team<br />Managed Self-Service BI<br />Access accurate data sources<br />Great user experience<br />Provide reusable solutions <br />Building a BI Solution<br />
    13. 13. BI Platform<br />
    14. 14. BI Stack <br />
    15. 15. Benefits of Microsoft BI Platform<br />Data entry to a centralized data model like SSAS – Supported by RDBMS<br />Data level security<br />Every day tools/applications MS Excel <br />SSAS & Excel integration for ad hoc capabilities, data entry<br />Centralized storage<br />Data aggregation can be time consuming.<br />Reusable data collection.<br />Business rules easily enforced.<br />
    16. 16. SSAS 2008 R2<br />Good-ol’ data mining and super powerful aggregation tool<br />Very intuitive top-down analysis of large quantities of data<br />
    17. 17. SSRS 2008 R2<br />Reports generation tool. <br />Interactive, tabular, graphical or free-form reports from different data sources.<br />Role based <br />IW  Utilize Report Builder 3.0<br />Analysts  Utilize Report Builder 3.0/ SQL Server BIDS<br />Developers  BIDS, API’s, Web Services<br />Integrated with SharePoint <br />Native mode<br />Outside SharePoint<br />Web Parts to view reports (Report Explorer & Viewer)<br />SharePoint Integrated mode<br />SharePoint managed <br />Connect to other web parts<br />
    18. 18. SQL Server & SharePoint<br />SQL Server 2008 R2 – offers Self-Service BI Capabilities through Integration with SharePoint Products. <br />Reporting Services (SSRS) – Can run in SharePoint integrated mode for reports deployment.<br />Analysis Services (SSAS) requires SharePoint 2010 integration through MS SQL Server PowerPivot for SharePoint. <br />
    19. 19. Microsoft SharePoint 2010<br />Insights<br />Excel Services<br />Excel Services w/ PowerPivot<br />BI Center<br />Calculated KPI’s<br />Chart Web Parts<br />Dashboards<br />Data Connection Lib<br />Decomposition Tree<br />PerformancePoint Services<br />Visio Services<br />Sites<br />Communities<br />Composites<br />Content<br />Insights<br />Search<br />
    20. 20. Excel Services 2007<br />Second generation of excel services<br />MS Office <br />Excel 2007<br />Excel 2007 <br />Client<br />Customapplications<br />Browser <br />Rendering (EWA)<br />View & interact<br />Author and Publish <br />Spreadsheets<br />Open Spreadsheet<br />Web Service<br />Access<br />
    21. 21. Excel Services 2010<br />MS Office <br />Excel 2010<br />Excel <br />Customapplications<br />Browser <br />Rendering (EWA)<br />View & interact <br />Create, edit<br />Author and Publish <br />Spreadsheets<br />Download a copy<br />Open for Edit<br />Web Service<br />Access <br />REST API<br /><ul><li>PowerShell for Administration
    22. 22. Browser look & feel
    23. 23. Scalability for large implementations
    24. 24. SharePoint trusted OOB w/ Data refresh </li></li></ul><li>Demo<br /><ul><li>Excel Services 2010
    25. 25. Excel Services REST
    26. 26. Excel Web App </li></li></ul><li>PowerPivot for Excel<br />Large scale of data into an excel workbook (.xlsx file)<br />Multiple data sources merged into excel file, PowerPivot data relationship layer treats it as a single data source.<br />Using In-Memory BI (IMBI) database<br />IMBI database architecture known as VertiPaq<br />Everything running of Memory no I/O<br />PowerPivot part of excel. – Converts .xlsx file into XML Files.<br />Free download for Excel 2010<br />
    27. 27. PowerPivot for SharePoint<br />Works with Excel Services<br />Makes it possible to render PowerPivot workbooks in SharePoint.<br />Users cannot edit PowerPivot data in browser mode<br />Can be scaled to run on a dedicated server in a farm.<br />How it works<br />PowerPivot<br />Workbook<br />Non-PowerPivot<br />Data Excel<br />Excel Services<br />SharePoint manages Processing, Compression & Memory mgmt.<br />
    28. 28. PowerPivot for SharePoint<br />Architecture <br />
    29. 29. Demo<br /><ul><li>PowerPivot for Excel
    30. 30. PowerPivot for SharePoint</li></li></ul><li>Visio Services <br />
    31. 31. Demo<br /><ul><li>Visio Services</li></li></ul><li>PerformancePoint Services (PPS)<br />Dashboards<br />SharePoint dashboard deployment<br />Filters Scorecards, report views<br />Rich analytical visualization<br />Decomposition tree<br />Data Sources<br />SSRS, SSAS, SQL, Excel Services, <br /> PowerPivot and SharePoint lists<br />Extensibility <br />Security managed by SharePoint<br />PPS Contents stored in SPS Content DB.<br />Click once windows app for creating dashboards.<br />
    32. 32. Demo<br /><ul><li>PerformancePoint Services</li></li></ul><li>Q & A session<br />
    33. 33. Resources<br /> – Excel 2010<br /> -- Reporting Services<br /> features<br /> - SPS licensing <br /> -- BI indexing Connector<br /> -- BI Tool<br />
    34. 34. Thank you for coming <br />Email:-<br />Site:-<br />Blog:- www.geekswithblogs.netleonardm<br />LinkedIn:-<br />Twitter:- @lmundia<br />