@Djeepy1 | @Fleid_bi | @GUSS_France
Fasten your seatbelt and
listen to the (Data) StewardJean-Pierre Riehl
Florian Eidenhttp://blog.djeepy1.net | @djeepy1
http://fleid.net | @fleid_BI
@Djeepy1 | @Fleid_bi | @GUSS_France
Jean-Pierre RiehlPractice Manager Data & BI – AZEO
MVP SQL ServerPresident at GUSS
Florian EidenManaging Consultant, Data & Analytics - CellenzaMVP SQL ServerBoard Member at GUSS
Who are we ?
@Djeepy1 | @Fleid_bi | @GUSS_France
GUSS : PASS France chapterWebcasts, Conferences, Afterworks
.Pro
Next event : SQLSaturday Paris 2014September 13thTour Montparnasse, ParisEnglish-speaking track
@Djeepy1 | @Fleid_bi | @GUSS_France
THE CONTEXT
@Djeepy1 | @Fleid_bi | @GUSS_France
Self-Service BI
Corporate BI• Managed• DatawareHouse• Company-wide
Team BI• Shared• Models• Department-wide
Self-Service BI• Quick & Easy• Personal data• Document-centric
@Djeepy1 | @Fleid_bi | @GUSS_France
Empower UsersRelease Data, Release usages
@Djeepy1 | @Fleid_bi | @GUSS_France
Governance noun.« Leading the conduct of things or persons »
@Djeepy1 | @Fleid_bi | @GUSS_France
THE ISSUES
@Djeepy1 | @Fleid_bi | @GUSS_France
Writer’s blockalso known as
White Worksheet Syndrom
Issue #1
?
@Djeepy1 | @Fleid_bi | @GUSS_France
Too much Data !« I want the Employee’s List »
– Duplicates– Wrong sources– Bad Data– Poor or Bad description– Etc.
Issue #2
@Djeepy1 | @Fleid_bi | @GUSS_France
Compliance– Security– Encryption– Anonymization
Issue #3
@Djeepy1 | @Fleid_bi | @GUSS_France
How does it scale ?
@Djeepy1 | @Fleid_bi | @GUSS_France
POWER BIThe Microsoft Way
@Djeepy1 | @Fleid_bi | @GUSS_France
Features and toolsCollaborate in Office 365
Insights in Excel
Analyze
Visualize
Share
Question
Q&A
Mobility
Discover Search, access, and transform public and internal data sources with Power Query
Share datasets and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites
Easy data modeling and lightning fast in-memory analytics with Power Pivot
Bold new interactive data visualizations with Power View and Power Map
Ask questions and get immediate answers with natural language query
Mobile access through HTML5 and touch optimized apps
Scalable | Manageable | Trusted
@Djeepy1 | @Fleid_bi | @GUSS_France
Power BI - Big Picture
Power BI O365 Tenant
Power BI Admin Center
SQL
Data Catalog
External Data
Q&A
Cloud On-Prem
Oracle …
Excel
Power BI Sites Power Query Power Pivot
Power View Power Map
Cloud
Power Query
Data Refresh
IndexSearch Data
Management Gateway
@Djeepy1 | @Fleid_bi | @GUSS_France
Ideas of costsAcquire Data
Modelize0€ Geo-
Reporting
Excel 2010* (with limitations)Excel 2013Sharing in SharePoint On-Prem
Visualize
360€by user / year
Mobility
NaturalLangageQ&A
ShareCollaborate
Search
Base on SharePoint Online (O365 Tenant)Possible de ne partager que les métadonnéesRendre
opérationnel
Data Refresh : ouverture de flux
450€by user / year
All Inclusive (ie. including Office 2013 ProPlus Licences)
@Djeepy1 | @Fleid_bi | @GUSS_France
Power BI* On-PremData Sources Gateways & Data Sources Shared Data Sources (SSRS)
Office Data Connection
Datasets Queries Shared Datasets (SSRS)Power Pivot for SharePoint
Models Power PivotData Management Gateway Power Pivot for SharePoint
Dashboards Power View Power View (BISM)
SSRS over Power Pivot
There was some SSBI before Power BI
Power BI vs. On-Prem
* Many more features to come
@Djeepy1 | @Fleid_bi | @GUSS_France
demo
@Djeepy1 | @Fleid_bi | @GUSS_France
• Tools are only a part of the solution
• Good formula : People + Processes + Tools– « Data governance is between 80 and 95%
communication » - Dec 2006 Data Governance Conference
• We have the tools, let’s talk about the rest…
If all you have is hammer…
@Djeepy1 | @Fleid_bi | @GUSS_France
THE DATA STEWARD
@Djeepy1 | @Fleid_bi | @GUSS_France
• Wikipedia: Stewardship is an ethic that embodies the responsible planning and management of resources.
A Steward?
Data Steward of Gondor…Not our idea, see Matthew Roche for complaints
@Djeepy1 | @Fleid_bi | @GUSS_France
IT : Information Technology
My pretty typical organization
Piercing items
Slashing items
Bludgeoning items
Armors & ShieldBusiness Divisions Functional Units
Finance HR Legal
@Djeepy1 | @Fleid_bi | @GUSS_France
Where are stewards needed in the org?
Piercing items
Slashing items
Bludgeoning items
Armors & ShieldBusiness Divisions Functional Units
Finance HR Legal
IT : Information Technology
@Djeepy1 | @Fleid_bi | @GUSS_France
My organization : actual perception
Piercing items
Slashing items
Bludgeoning items
Armors & ShieldBusiness Divisions Functional Units
Finance HR Legal
IT
@Djeepy1 | @Fleid_bi | @GUSS_France
Well, let’s be honest about what it looks like
Piercing items
Slashing items
Bludgeoning items
Armors & ShieldBusiness Divisions Functional Units
Finance HR Legal
IT
@Djeepy1 | @Fleid_bi | @GUSS_France
For maximum results: local initiatives
Piercing items
Slashing items
Bludgeoning items
Armors & ShieldBusiness Divisions Functional Units
Finance HR Legal
IT
@Djeepy1 | @Fleid_bi | @GUSS_France
• Why : – Specific to your company, to be defined in your master plan
• How : – “Responsible planning and management of resources”
• What :– Elect data stewards that will enable, teach, police
Let’s get back to our stewardSlashing items
@Djeepy1 | @Fleid_bi | @GUSS_France
• Skills– Interpersonal skills– Good personal organization– Data-awareness
• Data lifecycle specific to the company• General understanding of BI/data technologies• Data merging, cleaning, metadata maintenance
– Training in tools used in the company
• A chosen career path– It’s an actual job, usually part time– But not just an additional task in the schedule!
Required skills
@Djeepy1 | @Fleid_bi | @GUSS_France
The Journey of a Data Steward
@Djeepy1 | @Fleid_bi | @GUSS_France
The Journey of a Data Steward• Help to find data
– Manage the Data Lake– Create Data Sources– Facilitate exploration– Manage metadata
@Djeepy1 | @Fleid_bi | @GUSS_France
The Journey of a Data Steward• Manage new data
– Find new Data Sources– Find new Datasets
• Verify new datasets– Check for Accuracy– Check for duplicates– Fix sources and queries
• Use of Workflows
@Djeepy1 | @Fleid_bi | @GUSS_France
The Journey of a Data Steward• Certify
– Ensure Corporate Policies
• Train & Teach – Help for modeling– Help for analysis
@Djeepy1 | @Fleid_bi | @GUSS_France
demo
@Djeepy1 | @Fleid_bi | @GUSS_France
Information Management Platform
ITDevelopers
Data Stewar
d
Importance of relations
Business Users
Tools Tools Tools
@Djeepy1 | @Fleid_bi | @GUSS_France
Information Management Platform
SalesIT
And reality is more complex
Mktg Production
@Djeepy1 | @Fleid_bi | @GUSS_France
DATA(source) LIFECYCLE MANAGEMENT
@Djeepy1 | @Fleid_bi | @GUSS_France
Data Lifecycle Management
@Djeepy1 | @Fleid_bi | @GUSS_France
Data Lifecycle Management
@Djeepy1 | @Fleid_bi | @GUSS_France
Data Lifecycle Management
@Djeepy1 | @Fleid_bi | @GUSS_France
Data Lifecycle Management
@Djeepy1 | @Fleid_bi | @GUSS_France
Data Source Lifecycle Management
Manage, enable
Teach, assist
Analyse, mergeDataSteward
@Djeepy1 | @Fleid_bi | @GUSS_France
• Data asset administration– Create, Delete– Update, Maintain– Give/revoke access– Refresh schedule– Monitor– …
• Business metadata understanding
• Data manipulation• Applied to : data artifacts– Data sets
• Files: CSV, XLSX– Metadata
• Data Models• Documentation
– Data sources– Queries– …
Data Source Lifecycle Management
@Djeepy1 | @Fleid_bi | @GUSS_France
CONCLUSION
@Djeepy1 | @Fleid_bi | @GUSS_France
• Tools are nothing without people and processes
• Governance is different in every company– Decided and sponsored by the executives,
inscribed in a global strategy– Adapted to your organization– The Data Steward as the local implementation of it
A matter of governance
@Djeepy1 | @Fleid_bi | @GUSS_France
1. Build an Information Management Platform2. Identify your processes & Org Chart3. Write the Data Steward « Job Profile »4. Identify the right people for the job5. Leverage Self-Service BI
• Ask your local experts
How to start tomorrow ?
@Djeepy1 | @Fleid_bi | @GUSS_France
• A Data Culture– See Satya Nadella April 15th 2015 presentation in SF
• To at last step up in the knowledge pyramid!– Machine learning \o/
All this for what?
@Djeepy1 | @Fleid_bi | @GUSS_France
Any questions ?Thank You !