operational dashboarding and reporting with microsoft business intelligence
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
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John P [email protected]@diverdown1964http://whitepages.unlimitedviz.com
Operational reporting and dashboarding using Microsoft Business Intelligence Solutions
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John WhiteCTO/Co-Founder of UnlimitedVizSharePoint Server MVP, SQL Server v-TS
[email protected]://whitepages.unlimitedviz.com@diverdown1964
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Futures, Q&A
Agenda
Dashboards
Business Intelligence tools
Considerations
Prerequisites
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Dashboards
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Why Dashboard?
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Dashboard demonstration
The State of the World
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Microsoft Dashboard (BI stack)
SQL Server Data ToolsPower View
Power Query
Power Q&A
Excel Services
PerformancePoint Services
PowerPivot for SharePoint
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Power BI
Dashboard strategies
Excel OnlyPerformancePoint
SSRS OnlySharePoint Mashup
On Premises Cloud
Azure VMs
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ONE DOES NOT SIMPLY
RETURN HIS RAW DATA FROM THE DATABASE
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BI Architecture 101
Data Marts
Extract, Transform, and Load (ETL)
Middleware Server(s)
DataWarehouse
StorageDesign and Visualization
Data Cubes and Tabular Models
E
T
L
Reporting Server(s)
BI and Designer Clients
Source data
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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
StorageDesign 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
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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)
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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
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Building dashboards
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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
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Business Intelligence Center
SharePoint BI artifacts
2007 - Excel and Connections2010 - PerformancePoint2013 - PerformancePoint
and Power Pivot
Reports
Excel and ConnectionsWeb Part PagesSharePoint KPIs
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SSRS only dashboards
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Reporting Services dashboard
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Excel dashboards
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Excel dashboard
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PerformancePoint dashboards
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PerformancePoint dashboard
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SharePoint mashups
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SharePoint mashups
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Power BI
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Power BI
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It’s a little known fact….
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Not everything that counts can be counted, and not everything that can be counted counts.
Albert Einstein
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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
FundingTechnology
Source: JumpStartCTO - http://jumpstartcto.com/how-do-you-gather-and-prioritize-the-requirements-and-functionality-for-a-minimal-viable-product/
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Authorization
KerberosSSRSExcel Direct ConnectPerformancePoint
BISMPowerView in SSRS
SetUser()SSRS DB Reports
EffectiveUserName()Excel ServicesPerformancePoint
Per User Document Level
Excel Services
SSRS SharePoint Mode
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Cos
t
Data Latency
Data freshness
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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/
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Use PowerPivot workbooks as cubes Data Source=http://pathtolibrary/Filename.xlsx
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Prerequisites
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Where we find the tools
ExcelPower PivotPower ViewPower QueryPower Map
SQL ServerReporting ServicesPowerPivot for SharePoint
SharePointExcel ServicesPerformancePointFilters
Office 365Power Q&AData Management Gateway
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Power BI
Licensing
Excel OnlyPerformancePoint
SSRS Only SharePoint
On Premises Office 365
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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
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Futures
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Futures*
* Opinion only!!!!* Opinion only!!!!
Excel + Power x
Reporting Services
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Q&A/Cheap advice
@diverdown1964whitepages.unlimitedviz.com