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Understanding Microsoft Self-Service BI. Devin Knight dknight@pragmaticworks.com @ knight_devin. About Devin. Will work for cupcakes Popup books about maintaining a healthy relationship with your miniature donkeys. And supporting cult being investigated by the government. - PowerPoint PPT Presentation
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INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Understanding Microsoft Self-Service BIDevin Knightdknight@pragmaticworks.com@knight_devin
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
About Devin• Will work for cupcakes• Popup books about maintaining a
healthy relationship with your miniature donkeys.
• And supporting cult being investigated by the government.
• Blogs mainly consist of a collection of internet cat pictures
• Training Director• Author of 5 books• Runs JSSUG User Group • Blogs at BIDN.com
Twitter: @knight_devinDKnight@pragmaticworks.com
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Different Levels of Business Intelligence
Data Explorer
Personal BI• Drives Agility• Role and Task
Focused
Team BI• Drives
Accountability• Process and Team
Focus
Corporate BI
• Drives Alignment• Corporate Focus
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Which BI Do I Need?
Data Explorer
ProblemI need to quickly prototype a solution to work out requirements for a larger project
Best SolutionPersonal BI
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Which BI Do I Need?
Data Explorer
ProblemI need to address data quality problems with my data sources
Best SolutionCorporate BI
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Which BI Do I Need?
Data Explorer
ProblemI need one version of the truth with my data. Meaning everyone should base reports on the same data structure.
Best SolutionCorporate BI
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Which BI Do I Need?
Data Explorer
ProblemI need a more agile approach to developing BI.
Best SolutionPersonal BI
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Self-Service BI Roles
Data Explorer
Data Wrangler• Harmonize and Rationalize Data• Brings Together and Creates Meaning out of Data
Data Steward• Ensures data standards and cohesion• Develops policies and creates mechanisms to ensure policies are enforced
Power Analysts• Develops Dashboards and Interactive Reports • Uses Data Models Created by Data Wranglers
Collaborative Users• Add Perspective Based on Their Knowledge of the Business
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Self-Service BI Lifecycle
Data Extraction
Data Modeling
Data Presentation
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Databases
Flat Files
Reporting Services
Cloud
Hadoop
SharePoint Lists
Internet
Active Directory
Relationships
Calculations
Key Performance Indicators
Tables
Charts
Maps
Exporting
Power Pivot Tables
Charts
Apps For Office
3-D Maps
Hierarchies
Power Pivot
Power Query
Power Query
ExcelPower View
Power View
Power Map
Power Map
Power Map
Data Extraction Data Modeling Data Presentation
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Data Explorer
AccessRead access is required for all necessary data sources
ScalabilityWhen you need your solution to scale to a large user base
When Do I Engage IT?
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Power PivotWhy use Power Pivot?Why is Power Pivot so Fast?Who Should Use Power Pivot?
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Different Flavors of Analysis Services
Power Pivot Power Pivot For SharePoint
Analysis Service Tabular
Analysis Service Multidimensional
Lear
ning
Cur
ve
Scalability
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Why Use Power Pivot?PerformanceUses In-Memory Technologies Providing Unmatched Analytical Performance
Short Development CyclesQuick and Easy to Create and End to End Solution
End User CapableFamiliar Tools with Enhanced Capabilities300 Million Excel Users Worldwide10% of Excel Users Create PivotTables
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Introduction to DAXWhat is DAX?Data Analysis Expression Language
Query Language for Power Pivot
Why DAX?Designed to Support a Larger User Base
Simpler than Traditional Technical Languages to LearnLeverage Existing Knowledge of Excel FormulasLess of a Learning Curve for Analyst
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Who Should Use Power Pivot?
Data Wrangler• Harmonize and Rationalize Data• Brings Together and Creates Meaning out of Data
Data Steward• Ensures data standards and cohesion• Develops policies and creates mechanisms to ensure policies are enforced
Power Analysts• Develops Dashboards and Interactive Reports • Uses Data Models Created by Data Wranglers
Collaborative Users• Add Perspective Based on Their Knowledge of the Business
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
DemosImporting data into Power PivotCreating a Data Model in Power Pivot
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Power QueryPower Query OverviewWhy Use Power Query?Who Should Use Power Query?
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Ways to Pull in DataData Tab
Power Pivot
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Data Discovery with Power Query
Discover Combine Refine
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Who Should Use Power Query?
Data Wrangler• Harmonize and Rationalize Data• Brings Together and Creates Meaning out of Data
Data Steward• Ensures data standards and cohesion• Develops policies and creates mechanisms to ensure policies are enforced
Power Analysts• Develops Dashboards and Interactive Reports • Uses Data Models Created by Data Wranglers
Collaborative Users• Add Perspective Based on Their Knowledge of the Business
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
DemosDiscover -> Consume -> Visualize
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Power ViewPower View OverviewWhy Use Power View?Who would use Power View?
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Microsoft Reporting OptionsExcel PivotTables
Power View
PowerPivot Reporting Services
PerformancePoint
Main PurposeAd-hoc Reporting
Who Uses ItEnd Users
RequirementsAny Version of Excel
Main PurposeAd-hoc Analytics and Reporting
Who Uses ItPower Users
RequirementsExcel 2010 or Higher
Main PurposePixel Perfect Static Reporting
Who Uses ItDevelopers
RequirementsSQL Server
Main PurposeData Exploration
Who Uses ItEnd Users
RequirementsSQL 2012 / SharePoint 2010 SP1 or Excel 2013
Main PurposeDashboards
Who Uses ItDevelopers
RequirementsSharePoint 2007 or Higher
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Flavors of Reporting Services
Reporting Services• Development in
Visual Studio• Use by Developers• Highly Customizable
Report Builder• Intended for Power
Users• Click-Once
Application• Office Look and Feel
Power View• Designed for End
Users• Silverlight Based• Data Exploration Tool
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Who Should Use Power View?
Data Wrangler• Harmonize and Rationalize Data• Brings Together and Creates Meaning out of Data
Data Steward• Ensures data standards and cohesion• Develops policies and creates mechanisms to ensure policies are enforced
Power Analysts• Develops Dashboards and Interactive Reports • Uses Data Models Created by Data Wranglers
Collaborative Users• Add Perspective Based on Their Knowledge of the Business
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
DemosCreating Power View Report
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Power MapPower Map OverviewLinking Geographical Fields to Power Map propertiesMapping Time DataCreating a Power Map Tour
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Power Map OverviewPower Map Features3-D Data Visualization Tool for Excel 2013Plots Geography Data VisuallyAnalyze Data on a 3-D globe Using BingCreate Visual Tours to Share with Others
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Animating Maps with Time DataMapping Time DataFirst Half of Bringing Life into Maps
Time SettingsData Point Persistence
InstantTime AccumulationPersist the Last
Easy Date Range Filter CapabilitiesPlayback Speed Control
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Creating a Power Map TourPower Map ToursSecond Half of Bringing Life into MapsGuided Tour of Important Elements you want to Highlight
Creating Tour ScenesA Tour is a Collection of ScenesScenes can be Named and have Different Effects Applied to them
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DemosPower Map
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Power BIPower PivotPower QueryPower ViewPower MapNatural Language SearchMobile BI
INTELLIGENT DATA SOLUTIONS WWW.PRAGMATICWORKS.COM
Thanks!
Email: dknight@pragmaticworks.comTwitter: @knight_devinBlog: www.devinknightsql.com
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