Business Reporting with SharePoint And Self-service BI with PowerPivot


Published on

Duane Schafer – Microsoft BI Practice Manager at Perficient - answers the question "What is PowerPivot and who will use it?" and how it relates to SharePoint

Published in: Technology

Business Reporting with SharePoint And Self-service BI with PowerPivot

  1. 1. Microsoft BI Practice presents: Business Reporting with SharePoint And Self-service BI with PowerPivot
  2. 2. <ul><li>Introduction </li></ul><ul><li>Context and Delivery / Analytical options </li></ul><ul><li>Delivery / Analytical technologies </li></ul><ul><ul><li>Traditional vs. Self-service </li></ul></ul><ul><li>Self-service BI examples (Demo) </li></ul><ul><li>How does this relate to SharePoint? </li></ul><ul><li>Recap </li></ul>Agenda
  3. 3. Introduction <ul><li>Duane Schafer – Microsoft BI Practice Manager at Perficient </li></ul><ul><ul><li>National traveling BI practice within Microsoft Competency Center </li></ul></ul><ul><ul><li>Over 15 years of technical implementation and architecture experience </li></ul></ul><ul><ul><li>B.S. Computer Science, MBA with DSS emphasis </li></ul></ul><ul><ul><li>Primary industry experience: </li></ul></ul><ul><ul><ul><li>Sales/Marketing, Energy, Healthcare </li></ul></ul></ul><ul><ul><li>Experience with Microsoft, Oracle, Cognos, Business Objects, Tableau </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul>
  4. 4. Audience Poll <ul><li>Who has heard of PowerPivot? </li></ul><ul><li>Who has used PowerPivot in their enterprise? </li></ul><ul><li>Business vs. IT </li></ul>
  5. 5. BI the umbrella term – What does it imply?
  6. 6. End to end solution view
  7. 7. Delivery / Analytical Options <ul><li>Traditional BI </li></ul>Self-service BI Collaboration and management ‘ Flavors’ of self-service… Definition?
  8. 8. Delivery / Analytical Technologies <ul><li>Traditional BI </li></ul><ul><ul><li>SQL Server Reporting Services (Developer tool for reports) </li></ul></ul><ul><ul><li>PerformancePoint (Developer tool for dashboards / scorecards) </li></ul></ul><ul><ul><li>Report Builder 3.0 (SSRS lite for the desktop) </li></ul></ul><ul><ul><ul><li>Replaces RB 2.0 and provides report authoring for business users </li></ul></ul></ul><ul><ul><ul><li>Cannot create shared data sources, MDX queries (OLAP) or use the Report Wizard </li></ul></ul></ul>
  9. 9. Spatial Dashboard Example
  10. 10. Spatial Dashboard Source
  11. 11. Spatial Dashboard Example
  12. 12. Delivery / Analytical Technologies <ul><li>Self-service BI </li></ul><ul><ul><li>Report Builder 3.0 (looks like SSBI but feels like developer tool) </li></ul></ul><ul><ul><li>Excel (feels like SSBI due to pivot tables and conditional formatting) </li></ul></ul><ul><li>Collaboration and management </li></ul><ul><ul><ul><li>SharePoint </li></ul></ul></ul><ul><ul><ul><li>Excel services (enabler) </li></ul></ul></ul><ul><ul><li>PowerPivot </li></ul></ul><ul><ul><li>Excel’s Magic Box </li></ul></ul><ul><ul><li>Vertipaq Engine </li></ul></ul><ul><ul><li>It Slices, It Dices… </li></ul></ul>
  13. 13. What is PowerPivot and who will use it? <ul><li>Self-service BI analysis and delivery tool </li></ul><ul><ul><li>Excel 2010 plug-in - allows data integration from multiple sources </li></ul></ul><ul><ul><li>Business users perform ‘cube-like’ (OLAP) data transformations and calculations </li></ul></ul><ul><ul><li>Analyze large data sets (over 1 million records in Excel) </li></ul></ul><ul><ul><li>Easily build visually compelling reports </li></ul></ul><ul><ul><li>Ability to share across the enterprise </li></ul></ul><ul><li>Any Excel user that needs the ability to analyze data in an ad-hoc manner </li></ul><ul><ul><li>No knowledge of SQL required </li></ul></ul><ul><ul><li>Bridges the gap between business and I.T. </li></ul></ul>
  14. 14. PowerPivot Demo <ul><ul><li>Data load w/ size comparison </li></ul></ul><ul><ul><li>Managed relationships </li></ul></ul><ul><ul><li>Calculated Columns (DAX) </li></ul></ul><ul><ul><li>Related (DAX) </li></ul></ul><ul><ul><li>Slicers </li></ul></ul><ul><ul><li>Color Scales </li></ul></ul><ul><ul><li>Sparklines </li></ul></ul><ul><ul><li>Data Bars </li></ul></ul>
  15. 15. PowerPivot Example
  16. 16. PowerPivot Example
  17. 17. PowerPivot Backend
  18. 18. Audience Checkpoint
  19. 19. How does PowerPivot relate to SharePoint? <ul><li>PowerPivot for Excel </li></ul><ul><ul><li>Free download / add-in for Excel 2010 </li></ul></ul><ul><ul><li>Allows local analysis </li></ul></ul><ul><li>PowerPivot for SharePoint </li></ul><ul><ul><li>PowerPivot Service Application within SharePoint 2010 (eCAL required) </li></ul></ul><ul><ul><li>Allows PowerPivot workbooks to be published to SharePoint </li></ul></ul><ul><ul><li>Allows enterprise collaboration and analysis </li></ul></ul><ul><ul><li>Allows I.T. to manage PowerPivot workbooks </li></ul></ul>
  20. 20. PowerPivot in SharePoint
  21. 21. Other Considerations <ul><li>Security </li></ul><ul><ul><li>Permission to the workbook means permission to the data even if data came from a more secure source </li></ul></ul><ul><li>Governance </li></ul><ul><ul><li>Managing the use of this tool (and dissemination of data) is important </li></ul></ul><ul><ul><li>Enterprise Information Management (EIM) strategy must consider the use and impact of PowerPivot </li></ul></ul><ul><li>Backup and Recovery </li></ul><ul><ul><li>Copy of data is stored in SharePoint content db </li></ul></ul><ul><ul><li>SharePoint is responsible for backup, not SSAS </li></ul></ul>
  22. 22. Resources <ul><li> </li></ul><ul><li> (great client-side stuff) </li></ul><ul><li> </li></ul><ul><li> (downloads, virtual labs, samples, and more . . .) </li></ul>
  23. 23. <ul><li>Traditional vs. Self-service BI and when to use </li></ul><ul><li>PowerPivot for Excel 2010 provides ‘cube-like’ analysis to the business user on their desktop </li></ul><ul><ul><li>Handles millions of records through data compression </li></ul></ul><ul><li>PowerPivot for SharePoint 2010 enables collaborative analysis </li></ul><ul><ul><li>Requires eCAL for SharePoint due to heavy use of Excel Services </li></ul></ul><ul><li>PowerPivot was the primary analysis tool shown at Tech-Ed 2010 </li></ul>Recap