reuben pearse wednesday 29 th october 2014 sound analysis, inspiring ideas implementing self-service...

Reuben Pearse

Wednesday 29th October 2014

Sound analysis, inspiring ideas

Implementing self-service BI


Overview• Introduction

• Changes in the Microsoft BI Landscape

• The Components of Power BI

• The Power BI workflow

• Power BI demonstrations

• Corporate BI

• Costs and Licencing

• What’s coming up? – technologies and features to watch out for

• Resources

• Contact Details

• Q & A


Introduction


Reuben Pearse

• Using SQL Server for 16 years• Software development• Full SDLC• .NET development• LAMP stack• BI and Reporting• Systems Consultant• Head of Systems Development at Ecorys• Why am I doing this talk?


About Ecorys

• Leading public policy research organisation • Founded in 1981 • Over 150 staff across five UK offices • Extensive track record of evaluations and technical

assistance and grant management for government, NGOs, charities and voluntary sector clients.

• We’re are joint partners with the British Council as the UK National Agency for Erasmus+

• Active CSR policy


Introduction – Microsoft’s BI stack

• Cutting through the hype…

Data Analyst jokes

'We're beginning to see some positive patterns in the emerging data.'


Changes in the Microsoft Business Intelligence Landscape


Changes in the Microsoft BI Landscape (1)• SQL Server Analysis (SSAS)

– Disk based storage– Distinct steps of model development– Usually under the control of IT department

Disadvantages- “Back-and-forth” approach to make the model work- Separation of duties (and people)


Changes in the Microsoft BI Landscape (2)• Semantic Modeling

– In memory processing– Real-time model changes– Uniform platform for all data analysis– Can be used by individual users in Excel– Sharepoint deployment– New “Tabular” model

Advantages• Excel users can consume massive amount of data• Excel users can create their own analytical models• Empowerment for analytical users!


BISM and Tabular Modeling (1)Traditional BI approach


BISM and Tabular Modeling (2)


BISM and Tabular Modeling (3)• BISM – Business Intelligence Semantic Model• Attempts to serve users who are comfortable

with tabular structure and maintains professional OLAP models for corporate BI purposes


“It’s free, but they sell your information”


The Components of Power BI


Power BI components (1)

Component Name Description

Power Query An Excel add-in that enables searching for data, both public sources and within an organization

Power Pivot Originally an Excel add-in (but now incorporated into Excel 2013) it enables modeling and data clean-up of tables in preparation for creating data visualizations

Power View A feature of Excel and an add-in to SharePoint for creating data visualizations

Power Map An Excel add-in that creates three-dimensional visualizations of geographic data or timelines.

Q&A An Office 365 feature that allows users to query a data set using "natural language"


Power BI components (2)Component Name Description

Power BI Sites An Office 365 feature that provides a portal for sharing workbooks and data sources

Data Management

Gateway

An application installed on the customer's premises that lets IT control data sources published on Power BI Sites,

as well as offering control over user access to data

Admin Center An IT tool that registers on-premises data sources with an online portal (via OData or SharePoint Online connection

string)

Mobile BI Mobile device support on Windows 8, Windows RT and iOS tablets for data visualizations using HTML 5 browser

technology


Power Query• Allows you to connect to a

variety of different data sources (including Odata)

• Define repeatable steps for data import and transformation

• Enables data to be imported into Excel’s new data model

• Includes the “M” functional language that can used to program data manipulation steps


Power Pivot• Power Pivot was originally available as an add-on

for Excel 2010 as a self-contained unit consisting of both a user-interface and a new database engine that could process much larger volumes of data

• In Excel 2013 this is implemented slightly differently, as now the new database engine is built directly into Excel (rather than via an add-on), but Power Pivot still exists as a user interface

• Complex calculations can be written in DAX, the language of Power Pivot


Power ViewPower View has various implementations• Power View sheets in Excel 2013• Power View reports in SharePoint server• Power View reports within Office365 (via Power BI)

The Excel 2013 and SharePoint implementations require SilverLight installed on the machine used to view/create the reports

Although SilverLight is recommended, you can view Power View served up via Power BI reports using a HTML5 compatible browser


Power View• Power View requirements

– View/Interact• Excel 2013• Office 365/Power BI via Browser (including mobile

devices)– Silverlight or HTML5

• SharePoint + PowerPivot Gallery• Mobile BI (Windows 8 App)• PowerPoint 2013 (has to be published through

SharePoint)


Power View• Power View requirements

– Create/Edit• Excel 2013• SharePoint 2010/2013 + PowerPivot Gallery


Power Map


Power Map• Power Map allows you to

overlay geographic data onto 3D maps

• Data overlayed on 3D maps can be explored by zooming in and “flying” across data

• Not to be confused with the 2D maps available in Power View


Power BI Workflow


Power BI demonstrations


Power Pivot/Power View – Demo 1


Power Pivot/Power View – Demo 2 (Hierarchies)


Sharing you PowerViews• Send the XLSX file to someone who has Excel

2013 • Upload to a Power BI environment• Upload to a SharePoint 2010/2013 environment

SharePoint

Power BI


Demo 3 –How to upload a Power View


Sharing a link to a Power View• Use the “Share” options to invite other users to

see your report• Enter email address details and send invite


Demo 5 – Power View in HTML5


Corporate BI

Lame BI Jokes• Q: What’s the angriest SQL function?• A: Crossjoin

• Q: What’s a dentist’s favourite MDX function?• A: Extract

• Q: How did the BI developer send his backed-up database to a colleague on the other side of London?

• A: In a .cab file

• Two SQL DBAs walk into a NoSQL bar

……but they had to leave because they couldn't find any tables!


Power View in the Corporate environment

Software requirements:– Windows Server 2012– Microsoft SharePoint 2013– Microsoft SQL Server 2012 (Enterprise)– Silverlight

Configuration notes– Install Windows, add as domain controller role– Install MSSQL then SharePoint 2013– Configure PowerPivot Gallery


Power View in the Corporate environment

SQL Server Requirements


Demo 6 – Power Pivot Site


Power BI – Costs & Licensing


Corporate BI costs

SharePoint 2013SharePoint 2013 Standard - £5,678 (approx.)

SharePoint 2013 Enterprise CAL - £80 each

SQL Server 2012SQL Server 2012 Enterprise - 2 Core Processor License - Unlimited Clients - £9,500

+ Windows Server 2012 and hosting


Power BI costs


Power BI costs• Approx £36 a user a month• To access Power BI sites you have

to first have a Office 365 ProPlus solution (approx. £10 a user a month)

• In addition you then need a “Power BI for Office 365 with SharePoint online (Plan2) with Yammer” (approx. £26 a user a month)


Microsoft BI – What’s next?


Microsoft BI – What’s coming up?

• New chart types (Gauges, “Donut” chart, Treemap)

• Partner Solution Packs• Improving Q&A• Drag and drop dashboards• Improved Tablet and Phone support

(continuous improvement to the HTML5 experience)


Microsoft BI – What’s coming up


Resources


Resources

• Microsoft Tabular Modeling Cookbook by Paul te Braak

• Paul Turley’s SQL Server BI Bloghttps://sqlserverbiblog.wordpress.com/

• SQL Down Under Podcasthttp://www.sqldownunder.com/Podcasts

• Tutorial/WalkthroughsInstall Power View for multi-dimensional model

http://www.codeproject.com/Articles/576383/Install-Power-View-for-multi-dimensional-model

https://sqlserverbiblog.wordpress.com/



http://www.sqldownunder.com/Podcasts

http://www.sqldownunder.com/Podcasts




Resources

• Power Query for Power BI and Excel by Chris Webb

http://technitrain.com

http://technitrain.com/


Other useful links• Getting started with Power View Reports with SharePoint, Excel and

SQL Server• http://www.mssqltips.com/sqlservertip/3004/getting-started-with-power-view-re

ports-with-sharepoint-excel-and-sql-server/

• Introduction to maps and Power View• http://

www.sqljason.com/2012/07/creating-maps-in-excel-2013-using-power.html

• Power BI components

http://redmondmag.com/Articles/2014/02/10/Power-BI-for-Office-365.aspx?Page=2

• What is BI Semantic model (BISM)

http://www.codeproject.com/Articles/506032/WhatplusisplusBIplusSemanticplusmodelplus-BISM-plu

http://www.mssqltips.com/sqlservertip/3004/getting-started-with-power-view-reports-with-sharepoint-excel-and-sql-server/



http://www.sqljason.com/2012/07/creating-maps-in-excel-2013-using-power.html

http://www.sqljason.com/2012/07/creating-maps-in-excel-2013-using-power.html






Contact Details

Email: [email protected]

Twitter: @3dlegobricks

Website: http://www.pearse.co.uk/BI

mailto:[email protected]

http://www.pearse.co.uk/BI


Summary - recap• Changes in the Microsoft BI Landscape

• The Components of Power BI

• The Power BI workflow

• Power BI demonstrations

• Corporate BI

• Costs and Licencing

• What’s coming up? – technologies and features to watch out for

• Resources

• Contact Details


Q & A


Thank you for listening!

reuben pearse wednesday 29 th october 2014 sound analysis, inspiring ideas implementing self-service...

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