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MANAGED SELF-SERVICE BI
Breakthrough insight
THE FANTASTIC 12 OF 2012
4 3 2 1
11 12 10 9
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MANAGED SELF-SERVICE BI ENTERPRISE GRADE GOVERNANCE AND COMPLIANCE WHILE DELIVERING & MANAGING A HIGHLY AVAILABLE, SECURE, & INTEROPERABLE BI PLATFORM
MANAGED SELF-SERVICE BI Increase IT efficiency by delivering & managing a highly available, secure, & interoperable BI platform
END USER-CREATED, IT MANAGED Transform end user-created applications in PowerPivot into corporate-grade solutions
WHY MICROSOFT SELF-SERVICE BI
Gartner top ranking for Ability to Execute
Most widely used BI platform
Ease of use
Familiar tools reduce learning curve and
increase adoption
Extensive integration ecosystem
Mission critical confidence
Highly scalable to hundreds of terabytes
Rapid Time to Solution
WHY MICROSOFT SELF-SERVICE BI
Source: Forrester Wave June 2012
“Microsoft offers PowerPivot
and Power View in-memory
data analysis and discovery
engine. Think of this as Excel
on steroids. If you are already
using Excel (and who isn’t?)
look no further for your self-
service BI platform” - Forrester Wave June 2012
ANALYSIS SERVICES MOMENTUM
ANALYSIS SERVICES ARCHITECTURE
DEFINING ANALYSIS SERVICES KPIS
DEFINING ANALYSIS SERVICES KPIS Multidimensional Development
DEFINING ANALYSIS SERVICES KPIS Tabular Development
DEFINING ANALYSIS SERVICES KPIS Tabular Development (Continued)
DELIVERING ANALYSIS SERVICES KPIS Excel and Excel Services
DELIVERING ANALYSIS SERVICES KPIS Reporting Services
DELIVERING ANALYSIS SERVICES KPIS PerformancePoint Services
BUSINESS SCENARIOS
BUSINESS SCENARIOS
DESCRIBING THE DATA MINING PROCESS
DATA PREPARATION
DATA MINING MODELING
DATA MINING MODELING
DATA MINING MODELING
SQL SERVER DATA MINING
SQL SERVER DATA MINING ALGORITHMS
SQL SERVER DATA MINING ALGORITHMS Continued
SQL SERVER DATA MINING ALGORITHMS Continued
SQL SERVER DATA MINING ALGORITHMS Continued
SQL SERVER DATA MINING VISUALIZATIONS
SQL SERVER DATA MINING PROGRAMMABILITY
MESSAGE FOR DEVELOPERS
Take your application to the next level by embedding data mining results and predictive capabilities! Embed custom visualizations into Windows Forms
applications to allow users to explore and
understand the discovered model patterns
Integrate predictions: Targeted advertising
“Those that bought this book also purchased these
books”
Help validate or repair user entry
EXCEL POWERPIVOT FOR BUSINESS AGILITY
POWERPIVOT ANALYST TOP 10
1. Ability to work with massive data volumes in tens of millions
2. Mash ups (pivot tables) from multiple tables and a wide variety of data
source types
3. 80+ contextual DAX measures, time intelligence, distinct count, and many
other complex logical functions
4. PowerPivot Relationships xVelocity in-memory technology is so much
faster than classic VLOOKUPs
5. World-class 5x, 10x and even 15x Data Compression
6. SharePoint PowerPivot Gallery and automated, scheduled data refresh
features
7. SharePoint PowerPivot self-service reporting data source
8. SharePoint PowerPivot usage and query source tracking
9. User friendly, configurable Slicers join multiple pivot charts and pivot
tables for interactive dashboards
10. Minimal learning curve for experienced Excel users to
easily develop creative and impactful analytic solutions
POWERPIVOT VERSIONS
NEW EXCEL 2013 CONTROLS
New Excel controls via Prodiance integration for even better self-
service BI governance, controls and monitoring
Audit and Control Management Server
Discovery and Risk Assessment
Spreadsheet Inquire
Spreadsheet Compare
Database Compare
POWERPIVOT SOURCES
: Relational or multidimensional
• Microsoft SQL Server
• Microsoft Access
• Microsoft Analysis Services Cubes
: Reporting Services data feeds
: Cloud, web service, oData or other data source feeds
: Get data from raw delimited text files
• Microsoft SQL Azure
• Microsoft SQL Server Parallel Data Warehouse
• Oracle
• Teradata
• Sybase
• Informix
• IBM DB2
• Others (OLE DB/ODBC)
• Excel Files
• SAP or SAP BW
POWERPIVOT ENHANCEMENTS
• Improved for BI use cases
/ Parent Child dimensions
• Role playing dimensions
• Date type table and
server queries and language improvements
• Rank, Top N, Switch and more
optimizations via DAX
• Usability Enhancements
• Much needed relationship
• Life-cycle upgrade for
• Analyst > Power User > BI Developer
• Restore Excel PowerPivot to BISM Server Model
EXCEL 2013 POWERPIVOT
• Data model functionality ,
no longer requires separate PowerPivot add-in
• Excel automatically loads data into the engine
• Optional PowerPivot add-in for advanced modeling capabilities
• Filter data when importing
• Rename tables and columns as you import data in PowerPivot
• Manage the model and create relationships with the Diagram View
• Apply formatting for Power View and PivotTable reports)
• Define calculated fields and advanced DAX calculations
• Define key performance indicators (KPIs)
• Create user-defined hierarchies
• Define perspectives
• Excel and PowerPivot now have a
• New with
EXCEL 2013 POWERPIVOT
Enhance analytic context with
the new ability to automatically
import
New Hierarchies
New Visual Diagram View
New Date Type Table for Time
Intelligence
New Measure Grid
New KPIs
EXCEL POWERPIVOT
SQL SERVER 2012 POWERPIVOT
Builds upon release in SQL Server 2008 R2
New Administrative Capabilities Lots of bug fixing, failover capabilities and scalability enhancements
Default allocation algorithm changed to health-based rather than round-robin (means we are
more responsive to low memory situations)
More ‘knobs’ to control:
Amount of database caching done on the app servers
Cleanup of database caching (based on inactivity)
Disable data refresh jobs if they are constantly failing, or if they succeed but are not being viewed
New capacity planning health rules for CPU, memory and disk space (you will start to see
warnings if you are running out of resources)
Support for transparent connectivity (.bism files)
New midtier minidump facility
4
2
DAX EXPRESSIONS
Example PREVIOUSYEAR DAX formula syntax
DAX EXPRESSIONS
DATE TIME FUNCTIONS
• DATE(<year>, <month>, <day>)
• DATEVALUE(date_text)
• DAY(<date>)
• EDATE(<start_date>, <months>)
• EOMONTH(<start_date>, <months>)
• HOUR(<datetime>)
• MINUTE(<datetime>)
• MONTH(<datetime>)
• NOW()
• SECOND(<time>)
• TIME(hour, minute, second)
• TIMEVALUE(time_text)
• TODAY()
• WEEKDAY(<date>, <return_type>)
• WEEKNUM(<date>, <return_type>)
• YEAR(<date>)
• YEARFRAC(<start_date>, …)
INFORMATION FUNCTIONS
• ISERROR(<value>)
• ISLOGICAL(<value>)
• ISNONTEXT(<value>)
• ISNUMBER(<value>)
• ISTEXT(<value>)
FILTER AND VALUE FUNCTIONS
• ALL(<table_or_column>)
• ALLEXCEPT(<table>,column1>,<column2>,…)
• BLANK()
• CALCULATE(<expression>,<filter>,<filter>…)
• CALCULATETABLE( <expression>, <filter>…)
• DISTINCT(<column>)
• EARLIER(<column>, <number>)
• EARLIEST(<table_or_column>)
• FILTER(<table>,<filter>)
• RELATED(<column>)
• RELATEDTABLE(<table>)
• VALUES(<column>)
• FIRSTNONBLANK(<column>,<expression>)
DAX EXPRESSIONS
LOGICAL FUNCTIONS
• AND(<logical1>,<logical2>,…)
• FALSE()
• IF(logical_test>,<value_if_true>, …)
• IFERROR(value, value_if_error)
• NOT(<logical>)
• TRUE()
• OR(<logical1>,<logical2>,…)
TEXT FUNCTIONS
• CODE(<text>)
• CONCATENATE(<text1>, <text2>,…)
• FIND(<find_text, within_text, start_num)
• FIXED(<number>, <decimals>, …)
• LEFT(<text>, <num_chars>)
• LEN(<text>)
• MID(<text>, <start_num>, <num_chars>)
• REPLACE(<old_text>, <start_num>,….)
• REPT(<text>, <num_times>)
• RIGHT(<text>, <num_chars>)
• VALUE(<text>)
• FORMAT(<value>, <format_string>)
TIME INTELLIGENCE
• DATESINPERIOD(<date_column>…)
• DATESBETWEEN(<column>,<start_date>…)
• DATEADD(<date_column>,…)
• FIRSTDATE (<datecolumn>)
• LASTDATE (<datecolumn>)
• LASTNONBLANK (<datecolumn>,…)
• STARTOFMONTH (<date_column>)
• STARTOFYEAR(<date_column>[,<YE_date>])
• ENDOFMONTH(<date_column>)
• ENDOFYEAR(<date_column>)
• PARALLELPERIOD(<date_column>,…)
• PREVIOUSDAY(<date_column>)
• PREVIOUSMONTH(<date_column>)
• PREVIOUSYEAR(<date_column>)
• NEXTDAY(<date_column>)
• NEXTMONTH(<date_column>)
• NEXTYEAR(<date_column>[,<YE_date>])
• DATESMTD(<date_column>)
• DATESQTD (<date_column>)
• DATESYTD (<date_column> [,<YE_date>])
POWERPIVOT GALLERY
Personal/Team Dashboards
and Ad Hoc Reports from
PowerPivot data sources
in SharePoint using
Report Builder or Power View
Browse, create report or schedule data refresh
POWERPIVOT ADMINISTRATION
New Administrative Capabilities
• New failover capabilities and scalability enhancements
• Default allocation algorithm changed to health-based rather than
round-robin (means we are more responsive to low memory
situations)
• More ‘knobs’ to control:
– Amount of database caching done on the app servers
– Cleanup of database caching (based on inactivity)
– Disable data refresh jobs if they are constantly failing, or if they succeed
but are not being viewed
• New capacity planning health rules for CPU, memory and disk
space (early warnings before running out of resources)
• Support for transparent connectivity (.bism files)
• New midtier minidump facility
POWERPIVOT FOR SHAREPOINT Server, services, and components
POWERPIVOT FOR SHAREPOINT Rendering the PowerPivot Workbook
POWERPIVOT FOR SHAREPOINT PowerPivot does NOT require Kerberos
POWERPIVOT FOR SHAREPOINT Server Action
POWERPIVOT FOR SHAREPOINT Server Action > c2wts
POWERPIVOT FOR SHAREPOINT Server Action > c2wts
POWERPIVOT FOR SHAREPOINT Server Action
POWERPIVOT FOR SHAREPOINT Load Balancing
POWERPIVOT MANAGEMENT DASHBOARD
Increase IT efficiency:
Familiar Technologies for Authoring,
Sharing, Security and Compliance
Visualize system performance and usage
Find out what data sources are being
used!!!
PowerPivot is great for IT:
Track the usage of PowerPivots
Discover mission-critical
applications
MANAGEMENT DASHBOARD ARCHITECTURE
TROUBLESHOOTING TOOLS AND RESOURCES
SQL SERVER 2012 POWERPIVOT A new setup experience
Capabilities: Wizard has both a one-click “GO” option as well as a
step-by-step experience
Existing farm steps integrated with the wizard
Individual steps can be scripted
History is directly integrated into the tool
Able to uninstall, upgrade, repair and patch separately
Rather than installing and configuring SharePoint directly,
setup now just lays down the bits and there is a new
standalone configuration wizard.
STREAMLINING THE INSTALLATION PROCESS
SCRIPTING THE POWERPIVOT DEPLOYMENT
UPGRADE TOOLS AND STEPS
UPDATE TOOLS AND STEPS
POWERPIVOT FOR SHAREPOINT TOPOLOGIES
POWERPIVOT APPLICATION SERVER System State after SQL Server Setup
POWERPIVOT CONFIGURATION TOOL
POWERPIVOT APPLICATION SERVER System Services after Configuration
POWERPIVOT APPLICATION SERVER Loading PowerPivot Databases
POWERPIVOT APPLICATION SERVER Querying PowerPivot Databases
POWERPIVOT APPLICATION SERVER Querying PowerPivot outside the Farm
POWERPIVOT APPLICATION SERVER Querying PowerPivot within the Farm
POWERPIVOT APPLICATION SERVER Interacting with PowerPivot Workbooks
POWERPIVOT APPLICATION SERVER Automated PowerPivot Processing
REFRESHING A POWERPIVOT WORKBOOK
SCHEDULED DATA REFRESH ARCHITECTURE
ADDITIONAL MATERIALS
© 2011 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.
© 2011 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.
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