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Exploring the Microsoft BI Reporting Technologies
David Ortiz
David Ortiz, Solutions Architect, TekPartners BI Solutions
David has spent the last 10 years working in various organizations with a focus on enterprise data solutions. He has successfully implemented large scale BI projects at companies such as Office Depot, AutoNation, Citrix, Bank Atlantic and most recently Ultimate Software, where he served as a Data Architect. David currently holds certifications as a: Microsoft Certified Professional for SQL Server (MCP), Microsoft Certified Technology Specialist for SQL Server 2008 BI (MCTS), Microsoft Certified IT Professional for SQL Server 2008 BI (MCITP).
Auto Metaphor
Boring Toyota HybridEnzo Ferrari Engine
Car Buyer Metaphor
Off Road MessLuxury Sports Car
How will the data be used?
Business BI
Scorecards
Static (IT) Reporting
Dashboards
Business BI – What?
Business business intelligence is defined here as end users designing and deploying their own reports and analyses within an approved and supported architecture and tools portfolio.
-Gartner
Business BI – User Profile
Analysis Business SMEs who need access to data for quick data analysis and visualizations. Users who want to mashup multiple sources of data for example leverage EDW data and
enrich it with 3rd party data such as D&B that is not in the EDW………YET!!!! While “productionalizing” their finds is not generally needed, these users tend to share
their findings with executives and in presentations. Users tend to be “excel wizards”, however they couldn’t tell you the difference between
SQL, MDX, or DAX. Business Static
The user creating the report is a SME of the data, however they are only accessing data that is managed, cleansed and secured by IT.
Reports are highly formatted and frequently printed. Reports are often shared broadly with other users. Reports are available on demand and data is either live or refreshed regularly Minimal query writing skills Consumers of the reports have little interaction with them other than basic drill down,
filters and sorting
Business BI – How?
Excel / Power Pivot Power View SSRS Report Builder
Business BI – Excel
Business BI – Power Pivot
Business BI – Power View
Business BI – Power View
Business BI – SSRS
Business BI – SSRS
Keys to remember
Business units will play the roles of authors and creators, while IT will focus on serving up the data and providing the proper infrastructure to facilitate the self-service BI environment.
Today Power View requires an installation of SharePoint 2010 Enterprise Edition, however it will be included as part of Excel 2013 (Office Pro Plus)
Report Builder 3.0 Available for download http://www.microsoft.com/en-us/download/details.aspx?id=29072 Requires Microsoft Framework 4.0
Excel reports can be shared by leveraging excel services in SharePoint.
IT can make connection files available in SharePoint.
Scorecards – What?
A graphical representation of the performance of organizational goals versus predefined targets over a period of time. These goals which are known as Key Performance Indicators (KPIs), are generally maintained in a SSAS Cube or table. An example of a KPI could be: Server Down TimeOperating Margin Cash Flow Gross Profit
Scorecards – User Profile
Generally speaking these are people well above my pay grade…
Users are looking for quick high level Yes or No type answers, while some detail and drill-down is imperative the goal for them is a quick answer
Don’t necessarily have to be technical by nature and in many cases are not, they simply want the information, and they wanted it yesterday.
Scorecards – How?
Excel PerformancePoint Services SSRS
Scorecards – Excel
Scorecards – PerformancePoint Services
Scorecards – SSRS
Keys to remember
A small number of key performance indicators (KPIs) are identified and monitored against articulated targets.
The relative importance of KPIs is known and weighted to provide an overall “score” for an organization, department, or individual’s performance.
Business objectives and their related KPIs are presented hierarchically and can be filtered to help determine root causes of outliers.
A corporate data platform is in place and includes an OLAP component, all being refreshed regularly.
The scorecard is often broadly deployed and can be easily consumed and navigated with a browser.
Static (IT) Reporting – What?
Professional reporting is characterized by highly formatted reports that usually follow a pixel-perfect format and rendering style and are deployed to an IT managed environment that provides consistency, scalability, manageability, security, and automated distribution.
Static (IT) Reporting – User Profile
Two distinctions in this profile Consumer & Producer. Consumer
Ability to print a highly formatted professional report Expecting a fully guided navigation no ad-hoc necessary May require some reports be scheduled and emailed them on a scheduled basis Want ability to export reports in various formats such as Excel & PDF
Producer It’s a bird, it’s a plane, it’s super geek….. Will build a report on very specific requirements down to look and feel Will take display option and screen resolutions into consideration when creating reports Will build reports to be deployed in a stand-alone reporting application or to be
embedded in an existing application.
Static (IT) Reporting – How?
SSRS
Static (IT) Reporting – SSRS
Keys to remember
Reports are usually authored by IT or BI developers, often because the complexity of the reports exceeds the capabilities of the user base for self-service reporting.
Reports are often created with one or more user selectable parameters, but are not capable of extensive interactivity.
Reports are refreshed regularly and distributed to users via email or via a portal if live interactivity is desired.
Reports may be complex and require special technical skills such as advanced SQL, MDX, or other query languages to build.
Data used to create reports comes from corporate-sanctioned and IT-managed data sources.
Reports are shared broadly across the organization. Reports are highly formatted and may be frequently printed. Reports may be delivered in multiple formats such as PDF, Excel, HTML, and so on.
Dashboards – What?
This style describes dashboard-style reports that enable users to quickly and easily monitor the performance of their business. This style is catered to executive level or department leadership who require at-a-glance visibility on the health of the business, but it often also permits further investigation via interactivity.
Dashboards – User Profile
Decision makers
Looking for an at-a-glance view of the business (executive level) or department (line of business manager)
Need ability to drill down into data to examine root causes, however will not get down to the level of the self-service BI user
Dashboards – How?
Power Pivot SSRS Performance Point Services
Dashboards – Power Pivot
Dashboards – SSRS
Dashboards – Performance Point Services
Keys to remember
Provides an at-a-glance view of business performance. Provides a more holistic view of the business or business function by
combining multiple types of content together. Data in multiple formats are combined on one page. Some examples might
include a tabular report with spark-lines, along with trended graphs or bar charts, and geospatial maps or scorecards.
Users can drill down to perform root cause analysis for data anomalies. A corporate data platform is in place and includes an OLAP component, all
being refreshed regularly. Often deployed broadly across the organization and various levels in the
organization.
Windows Azure Data Marketplace: https://datamarket.azure.com/
Power Vies Demo Site: http://www.microsoft.com/en-us/bi/getmicrosoftbi/tryit.aspx
Power Pivot Download: http://office.microsoft.com/en-us/excel/download-powerpivot-HA101959985.aspx
www.tekpartnersbi.com
Helpful Links
Copyright © 2012 – P2P Staffing Corp
David Ortiz MCITP(BI) Blog: www.sqldavidortiz.comBusiness Intelligence Architect Twitter: SQLBigPapiBusiness Intelligence Solutions Phone: (954) 282-1915Email: [email protected]: http://www.linkedin.com/pub/david-ortiz/5/184/534/
www.tekpartnersbi.com
Contact Info
Copyright © 2012 – P2P Staffing Corp
