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ABalancedBIApproach(Self-Service&Corporate)
August 14, 2013
Anthony Sammartino MCITP(BI), PMP®
Vice President & Co-Founder
TekPartners BI Solutions
(954) 282-1798
asammartino@tekpartners.com
Linkedin: http://www.linkedin.com/in/apsammartino
Twitter: @SQLAnt
Blog: www.sqlant.com
Web: www.tekpartnersbi.com
MyContactInformation
• Started working with SQL Server 7.0 in 1999
• 16 Data Warehouse / BI Projects in 14 Years
• 12 Years SQL Server 2000, 2005, 2008(R2), 2012
• Live in South Florida with my wife and two daughters
• Fan of Miami and Philadelphia Sports teams, all things technology
• MCP(SQL Server), MCTS(BI), MCITP(BI), PMP®
AboutMe
1. Self-Service BI
2. Corporate BI
3. Common Situation
4. PowerPivot - SSAS Tabular
5. Which One to Choose?
6. Demo
7. Questions
SessionOverview
Also known as Personal BI
• Users have access to the data and tools without IT involvement
• Excel is Microsoft’s Self-Service BI Tool and always has been
• In Excel: Power Pivot, Power View, Power Query, Power Map.
• Office 365 bundles it as Power BI.
• Can handle hundreds of millions records
• Limited to your desktop/laptops specs
Self-ServiceBI
Also known as Organizational BI:
• IT has control of data and tools
• More formal
• Software Development Life Cycle (DEV, QA, PROD)
• Analysis Services (SSAS), SQL Server Integration Services (SSIS), etc.
• Runs on server hardware
CorporateBI
• Spreadmarts are what commonly take the place for Self-Service BI in an
organization.
• Unraveling linked spreadsheets into a formal requirements spec takes a lot of
time
• Not always a success; things get lost in translation.
• Process can take months for an organization to complete without producing
any results.
• Gap between Excel knowledge and OLAP tools is huge.
CommonSituation
PowerPivot(SSBI) SSASTabular(CBI)
Self-Service (Scooter) or Corporate (Super Bike):
• PowerPivot (64 bit) can handle hundreds of millions of records.
• Threshold is memory on your desktop / laptop (4-16 GB memory)
• SSAS Tabular runs on server hardware (512 GB memory)
• Partitions for incremental loading, perspectives, security roles.
TheEverImportantChoice
• PowerPivot and SSAS Tabular are almost identical.
• Both use DAX (Data Analysis Expressions)
• Calculated Columns, Measures, etc. are compatible
• There is not a huge gap between Excel and OLAP any longer
• Excel became more advanced, OLAP’s entry point became less
advanced.
SimilarlyDifferent–What?
Prototype with PowerPivot:
• Provide the data to business users in a sample PowerPivot workbook
• Simple calculations, measures, KPIs as examples
• Educate business users on how to use PowerPivot to their advantage
• Iteratively educate them on DAX (Especially CALCULATE!)
• You can import a PowerPivot model into SSAS Tabular!
YouCanUseBoth…andYouShould!
Success Factors:
• User Adoption – If users had a hand in creating it, adoption will be a
success.
• Training – Each BI solution requires training and users will get it from the
beginning.
• Time to Market - Requirements process is not disconnected; its small
• Users will speak your DAX language over time as its close to Excel!
WhyUseBoth?
DemoTime!
Thank you for your time today and hope you found this educational
Anthony Sammartino MCITP(BI), PMP®
Vice President & Co-Founder
TekPartners BI Solutions
(954) 282-1798
asammartino@tekpartners.com
Linkedin: http://www.linkedin.com/in/apsammartino
Twitter: @SQLAnt
Blog: www.sqlant.com
Web: www.tekpartnersbi.com
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Balanced BI Approach (Power Pivot & SSAS Tabular)

  • 2. Anthony Sammartino MCITP(BI), PMP® Vice President & Co-Founder TekPartners BI Solutions (954) 282-1798 asammartino@tekpartners.com Linkedin: http://www.linkedin.com/in/apsammartino Twitter: @SQLAnt Blog: www.sqlant.com Web: www.tekpartnersbi.com MyContactInformation
  • 3. • Started working with SQL Server 7.0 in 1999 • 16 Data Warehouse / BI Projects in 14 Years • 12 Years SQL Server 2000, 2005, 2008(R2), 2012 • Live in South Florida with my wife and two daughters • Fan of Miami and Philadelphia Sports teams, all things technology • MCP(SQL Server), MCTS(BI), MCITP(BI), PMP® AboutMe
  • 4. 1. Self-Service BI 2. Corporate BI 3. Common Situation 4. PowerPivot - SSAS Tabular 5. Which One to Choose? 6. Demo 7. Questions SessionOverview
  • 5. Also known as Personal BI • Users have access to the data and tools without IT involvement • Excel is Microsoft’s Self-Service BI Tool and always has been • In Excel: Power Pivot, Power View, Power Query, Power Map. • Office 365 bundles it as Power BI. • Can handle hundreds of millions records • Limited to your desktop/laptops specs Self-ServiceBI
  • 6. Also known as Organizational BI: • IT has control of data and tools • More formal • Software Development Life Cycle (DEV, QA, PROD) • Analysis Services (SSAS), SQL Server Integration Services (SSIS), etc. • Runs on server hardware CorporateBI
  • 7. • Spreadmarts are what commonly take the place for Self-Service BI in an organization. • Unraveling linked spreadsheets into a formal requirements spec takes a lot of time • Not always a success; things get lost in translation. • Process can take months for an organization to complete without producing any results. • Gap between Excel knowledge and OLAP tools is huge. CommonSituation
  • 9. Self-Service (Scooter) or Corporate (Super Bike): • PowerPivot (64 bit) can handle hundreds of millions of records. • Threshold is memory on your desktop / laptop (4-16 GB memory) • SSAS Tabular runs on server hardware (512 GB memory) • Partitions for incremental loading, perspectives, security roles. TheEverImportantChoice
  • 10. • PowerPivot and SSAS Tabular are almost identical. • Both use DAX (Data Analysis Expressions) • Calculated Columns, Measures, etc. are compatible • There is not a huge gap between Excel and OLAP any longer • Excel became more advanced, OLAP’s entry point became less advanced. SimilarlyDifferent–What?
  • 11. Prototype with PowerPivot: • Provide the data to business users in a sample PowerPivot workbook • Simple calculations, measures, KPIs as examples • Educate business users on how to use PowerPivot to their advantage • Iteratively educate them on DAX (Especially CALCULATE!) • You can import a PowerPivot model into SSAS Tabular! YouCanUseBoth…andYouShould!
  • 12. Success Factors: • User Adoption – If users had a hand in creating it, adoption will be a success. • Training – Each BI solution requires training and users will get it from the beginning. • Time to Market - Requirements process is not disconnected; its small • Users will speak your DAX language over time as its close to Excel! WhyUseBoth?
  • 14. Thank you for your time today and hope you found this educational Anthony Sammartino MCITP(BI), PMP® Vice President & Co-Founder TekPartners BI Solutions (954) 282-1798 asammartino@tekpartners.com Linkedin: http://www.linkedin.com/in/apsammartino Twitter: @SQLAnt Blog: www.sqlant.com Web: www.tekpartnersbi.com Questions&Answers