operational dashboarding and reporting with microsoft business intelligence solutions
DESCRIPTION
A great looking, relevant, informative dashboard for the executive is the ultimate end goal for most Business Intelligence projects. Microsoft has all of the tools that are necessary to get data from your transactional systems into an effective dashboard. What is less clear is to how to go about achieving it. Which tools should you use? As with most things, we have different tools for different requirements, and it isn't always clear as to how they match up. This session will focus on what the various reporting and dashboarding tools from Microsoft can do for you, where you should use them, and how to get them working for you. Both on premises and cloud based scenarios will be discussed. At the conclusion of this session, you should have a fundamental understanding of the Microsoft products in this space fit together, including Excel, Reporting Services, SharePoint, Power View, and PerformancePoint.TRANSCRIPT
Operational reporting and dashboarding using Microsoft Business Intelligence Solutions John P [email protected]@diverdown1964http://whitepages.unlimitedviz.com
John WhiteCTO/Co-Founder of UnlimitedVizSharePoint Server MVP, SQL Server v-TS
[email protected]://whitepages.unlimitedviz.com@diverdown1964
Futures, Q&A
Agenda
Dashboards
Business Intelligence tools
Considerations
Prerequisites
Microsoft dashboards
Why Dashboard?
Dashboard demonstration
Microsoft Dashboard (BI stack)
SQL Server Data ToolsPower View
Power Query
Power Q&A
Excel Services
PerformancePoint Services
PowerPivot for SharePoint
Power BI
Dashboard strategies
Excel OnlyPerformancePoint
SSRS OnlySharePoint Mashup
On Premises Cloud
Azure VMs
ONE DOES NOT SIMPLY
RETURN HIS RAW DATA FROM THE DATABASE
BI Architecture 101
Data Marts
Extract, Transform, and Load (ETL)
Middleware Server(s)
DataWarehouse
Storage Design and Visualization
Data Cubes and Tabular
Models
E
T
L
Reporting Server(s)
BI and Designer Clients
Source data
EE
Microsoft enterprise (classic) BI
SQL Server DBSQL Server Integration Services (SSIS)
SharePoint (with)• Excel Services• PowerPivot for
SharePoint• SSRS SharePoint Mode• PerformancePoint
SQL Server DB
Storage Design and Visualization
SQL Server Analysis Services
Multidimensional and Tabular modes
L
SQL Server Reporting Services (SSRS)
ExcelSQL Data ToolsReport Builder3rd party tools
ETL
E
T
Source data
Microsoft personal BI (All in Excel)
Worksheets
Tabular Data Model (xVelocity)
Pivot Charts and Tables
Power View (Analytic reports)
Power Map (Geospatial and time series data)
Power Pivot (Model design)
Power Query (ETL)
Power Pivot Import (EL)
Team BI and SharePoint Dashboards
Power Pivot Worksheets• Pivot Tables and
Charts• Power View
Data Marts and other
Data Cubes and Tabular
Models
Standard Worksheets• Pivot Tables and
Charts
PerformancePoint Reports• Analytic Charts and Grids• Decomposition trees
SQL Server Reporting Services Reports• Standard• Power View
PerformancePoint Scorecards and KPIs
Building dashboards
Power BIExcel, Power X, Mobile, Data Management Gateway
Dashboard tools
Excel Only(Excel, Power Pivot, Power View)
PerformancePoint(Dashboard Designer)
SSRS Only(Report Builder, Data Tools)
SharePoint(Pages and Filters)
On Premises Office 365
Business Intelligence Center
SharePoint BI artifacts
2007 - Excel and Connections2010 - PerformancePoint2013 - PerformancePoint
and Power Pivot
Reports
Excel and ConnectionsWeb Part PagesSharePoint KPIs
SSRS only dashboards
Reporting Services dashboard
Excel dashboards
Excel dashboard
PerformancePoint dashboards
PerformancePoint dashboard
SharePoint mashups
SharePoint mashups
Power BI
Power BI
Considerations*
* Stuff to worry about
Not everything that counts can be counted, and not everything that can be counted counts.
Albert Einstein
Requirements gathering
Requirements gathering
Minimum Viable Product MVP
Define target
audience groups
Exclude less important
groups
Define use cases
Prioritize Use Cases
Translate into
requirements
Test with target
audience
Translate requirements
into functionality
Draw wire frames
Test with target
audience
MVP definition
Funding
Technology
Source: JumpStartCTO - http://jumpstartcto.com/how-do-you-gather-and-prioritize-the-requirements-and-functionality-for-a-minimal-viable-product/
Authorization
KerberosSSRSExcel Direct ConnectPerformancePoint
BISMPowerView in SSRS
SetUser()SSRS DB Reports
EffectiveUserName()Excel ServicesPerformancePoint
Per User Document Level
Excel Services
SSRS SharePoint Mode
Data freshness
Cos
t
Data Latency
Data freshness
StreamInsightDirectQuery
PowerPivot for SharePoint*Power BI
Real time Periodic Daily
SQL Server Integration Services
* Hackable – For more granularity, see Ian Smith’s blog:
http://smithicus.wordpress.com/2011/08/09/using-a-custom-data-refresh-schedule-in-powerpivot-for-sharepoint/
Prerequisites
Where we find the tools
ExcelPower PivotPower ViewPower QueryPower Map
SQL ServerReporting ServicesPowerPivot for SharePoint
SharePointExcel ServicesPerformancePointFilters
Office 365Power Q&AData Management Gateway
Power BI
Licensing
Excel OnlyPerformancePoint
SSRS Only SharePoint
On Premises Office 365
PerformancePoint
SharePoint Enterprise
Excel Only
SharePoint EnterpriseSQL Server Standard (basic)SQL Server BI (tabular or PowerPivot)
SSRS Only
SharePoint FoundationSQL Server Express or above Power BI
Licensing
Excel OnlyPerformancePoint
SSRS Only SharePoint
On Premises Office 365
Futures
Futures*
* Opinion only!!!!* Opinion only!!!!* Opinion only!!!!
Excel + Power x
Reporting Services
Q&A/Cheap advice
@diverdown1964whitepages.unlimitedviz.com