Microsoft Business Intelligence - Practical Approach & Overview
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Microsoft Business Intelligence provides business intelligence solutions including reporting, analytics, scorecards, and dashboards. It establishes a common platform for both self-service and traditional BI using tools like Excel, SharePoint, and SQL Server. The platform aims to strike a balance between empowering end users and ensuring governance and oversight through centralized management and control.
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Microsoft Business Intelligence - Practical Approach & Overview
- 2. About UsEstablished since 2003Microsoft Certified PartnerCore Businesses FocusCollaborative Service DeliveryEnterprise ConsultingApplication Management & Quality
- 3. Purpose of Business Intelligence
- 4. Business Intelligence in ActionWhat is happening?Scorecards and DashboardsWhat happened?Why did it happen?ReportingAnalyticsStrategyWhat will happen?What do I want to happen?ForecastingPlanning, Budgeting, ConsolidationProcess requires past information, present conditions and future outcomes
- 5. The “clock speed” of business change has increasedMore happening more quickly Before AfterPredictability and stabilityManageable changeEnough time to reactLong term planningwas enoughRapidly changing needsUnexpected changeShorter windows of opportunityPlanning for the unknownHow do we respond to these changing needs?
- 6. Component of a Successful BI Powerful EngineStrong PlatformGood Driver
- 8. BI Offering in SharePoint 2010Large DatasetsVisual NavigationPivotPowerPivotPerformancePointMappingSharePoint listKPI / Status IndicatorSQL Reporting ServicesChart Web PartExcel ServicesPrinting or exportingSmall Datasets
- 9. SharePoint 2010 BI Web PartsSimple web parts that provide visualizationQuick summary of dataCan access multiple data sourcesUse the Chart Web Part to quickly display data within SharePointStatus Indicators quickly give you a snapshot of your data
- 10. Dashboard DesignerAggregate Data Sources and Content to create rich, dynamic, and context-drive dashboardsCreate content once and reuse across DashboardsOne-click deploy and publishCommon infrastructure within SharePoint
- 11. BI Center Site TemplateEvolution of the Reporting Center templatePredefined lists for PPS, Excel Services, SharePoint DashboardsStarting point for BI portals
- 12. PerformancePoint ServicesContext-driven dashboards across systemsProvides transparency and accountabilityInteractive access using browserCombine structured and unstructured information into a single view
- 13. Designing PPS ApplicationsDashboard designer used to create contentClickOnce application launched from browserManages content directly in SharePointLists for content, data sources, dashboards
- 14. PPS Content in the BrowserBusiness users view content in the browserStored as Web Part pagesWeb Part connections used to relate contentEx. Item choice in a scorecard updates reports
- 15. Decomposition TreeUnique Data Exploration and relationshipsNew in SharePoint 2010Filtering\expanding across dimensionsFaster and more relevant visualization of data
- 17. Variance
- 18. Scoring method & distribution graph
- 19. Comments
- 20. Accountability
- 21. Extensible
- 22. Applied Filters
- 23. KPI Name, Description, Properties
- 25. Actual & Target Values
- 26. Created & Modified date
- 27. Indicator & ThresholdsDelivering IT Insight and OversightDemo
- 28. AlarmAutomate
- 29. Discover the Value InsideLearnCustomer VoiceEvolveComplianceInnovateOpportunity
- 30. Business Intelligence PlatformDELIVERYCOLLABORATIONCONTENT MANAGEMENTSharePoint Server/PowerPivotSEARCHReportsDashboardsExcel WorkbooksAnalyticViewsScorecardsPlansEND USER TOOLS & PERFORMANCE MANAGEMENT APPSExcel/PowerPivotSharePoint ServerBI PLATFORMSQL Server Reporting ServicesSQL Server Analysis ServicesSQL Server DBMSSQL Server Integration Services
- 31. BI in Microsoft SharePoint 2010Business InsightsFor Everyone
- 32. State of Business Intelligence32% of Excel users are comfortable with using it for “Advanced Analysis” e.g., PivotTablesOnly 28% of potential BI users have any meaningful access31% of all BI initiatives partially meet or don’t meet the business goals originally set– Business Intelligence Purchase Drivers and Adoption Rates, Gartner– BI Survey 9, BARC– Excel Segmentation ResearchLines between producers and consumers of information have largely disappeared.Knowledge workers spend too much time looking for, not enough time analyzing the information.Requirements change way too fast for IT and traditional technology to keep up.Agile BI Out of The Box, Forrester Research, Inc., April 22, 2010
- 33. Challenges of IT development organizationsMore demands, less resourcesIncreasing demands on individual and organizational productivityIncreasingIT backlog of unmet needsScarce resources and funds for ITMore difficult to improve businesssatisfactionOrganization’s need for governance
- 34. Tension between business and IT The paradox of empowerment vs. controlHow do we break this paradox?CONTROLGovernanceManagementCentralizationConsolidationCost controlsEMPOWERMENTAccessAgilityAdaptabilitySelf-serviceInnovation
- 35. Evolution of BISelf-Service BITraditional BIProvisionAnalysisReportsDashboards & ScorecardsData StagingAnalysis CubesData WarehouseETL/Data QualitySpecialized Tools?End UsersSpreadsheetsExisting DataIT ProLOB ApplicationsData MartsFilesIT has been busy keeping up with the growing demand for BI…Harvesting existing data, cleaning it and staging it …To provision reports, dashboards & scorecards to meet End User demand.But business is outpacing IT and End Users are demanding Agility …Rapidly breaking down the barriers of Control with Self-Service BI!Is it possible to balance Control with Agility?
- 37. Powerful New Analysis Tools: PowerPivotDrive personal productivity and insightPowerPivot for Excel PowerPivot for SharePoint
- 39. Limitations to Wider BI Platform Deployment Source: Gartner, BI Platforms Magic Quadrant Customer Survey conducted November 2009Cost and Lack of User skills top two limitations why an organization doesn’t deploy BI wider
- 40. Build on What You Already KnowMost broadly adopted productivity suiteFastest growing collaboration platformMost popular DW, OLAP, and reporting platform
- 41. Approach of Adopting BI“Identify Focus & Start Small”IdentifyInitiateInnovate“Organization Wide &Cooperate Performance”“Departmental Initiative & Self-measured KPIs”
- 42. Approach of Adopting BI“Consolidate & Data Parsing”StandardizeCleansingNormalize“Consolidate & Eliminate”“Matching & Grouping”
- 43. Key of Successul ImplementationAccuracyEnsure the data was recorded correctlyCompletenessGoverning all relevant data was recordedUniquenessEntities are recorded once with data load, de-duplicationTimelinessThe data is kept up to date, with correct time keepingConsistencyThe data agrees with itself
- 44. Summary
- 45. ProvisionProvision Access to InformationBuilt to be Mission CriticalConnect to data across your heterogeneous environmentHeterogeneous ConnectivityEmpowerLOB AppsTeradataManageIntegrate data and ensure data quality across your organization1TBof data transferred in under 30 minutesData Integrationand Data Quality#1 OLAP vendor for the last 5 years– BI SurveyPrepare data and build models for end-user accessData Staging and Modeling
- 46. Mediterranean Shipping CompanySuper-tanker scale BI
- 47. ProvisionEmpower End UsersFamiliar and Flexible ToolsQuickly search and find information in reports, dashboards, and scorecardsEmpowerFind and AccessManageLeader in information access technologyMash-up and analyze data in the familiar Excel environment– Magic Quadrant for Information Access Technology, 2009Mash-up and AnalyzeMost broadly adopted productivity suiteFastest growing collaboration platformShare and collaborate for better decision makingShare and Socialize
- 48. Familiar and Flexible ToolsMediterranean Shipping CompanyMash-up of data from internal and external data sources (U.S. Customs)33M rows1.7GB compressedBuilt-in 3 hoursThe new tools in Office 2010 help everyone be more productive…We work faster and smarter than the competition – Andre SimhaChief Information Officer, Mediterranean Shipping Company
- 49. ProvisionManage from the Desktop to DatacenterFor Traditional and Self-Service BI Assets“…when coupled with SharePoint and SQL Server, there is a significantly greater amount of IT control possible over PowerPivot workbooks..”Gain visibility and manage end user created contentInsight and OversightEmpowerManage– What is SQL Server PowerPivot, July 2010, Rita Sallam, GartnerFrom 100 million rows in Excel to 100 TB’s with PDW Scale from the desktop to the datacenter with VertipaqSeamless Scale & Pervasiveness“…SQL Azure delivers the most innovative, integrated, and flexible solution.” – SQL Azure Raises the Bar on Cloud Database, Nov 2, 2010, Noel YuhannaSimplified deployment on-premise and in the cloudFrictionless Deployment
- 51. Striking A BalanceConnect & ProvisionFind & AccessMonitor & ManageMash-up & AnalyzeDeploy & Future ProofShare & CollaborateIT ProfessionalEnd-UserControlAgility
- 52. Microsoft Business IntelligenceMost Broadly adopted Productivity & Collaboration ToolsSharePointScorecardsExcel WorkbooksPowerPivot ApplicationsSharePointSearch & DashboardsAnalysis ServicesReporting ServicesMost widely deployed EIM & BI PlatformIntegration ServicesMaster Data ServicesOdataFeedsLOB Apps
- 53. Leader in Business Intelligence based on “Ability to Execute” and “Completion of Vision”Magic Quadrant for Business Intelligence Platforms, January 27, [email protected]@binary-vintage.comhttp://www.microsoft.com/bi/ http://sharepoint.microsoft.com© 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.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.