1 1

The Knowledge Worker’s Perspective: Self-Service of BI

Rafal Lukawiecki Strategic Consultant, Project Botticelli Ltd rafal@projectbotticelli.com

2 2

Objectives

Understand how knowledge workers interact with a BI system

Review Office and SharePoint as BI tools

The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. The material presented is not certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to the information in this presentation. Portions © 2010 Project Botticelli Ltd & entire material © 2010 Microsoft Corp. Some slides contain quotations from copyrighted materials by other authors, as individually attributed or as already covered by Microsoft Copyright ownerships. 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 Project Botticelli Ltd as of the date of this presentation. Because Project Botticelli & Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided after the date of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE.

This seminar is based on a number of sources including a few dozen of Microsoft-owned presentations, used with permission. Thank you to Chris Dial, Tara Seppa, Aydin Gencler, Ivan Kosyakov, Bryan Bredehoeft, Marin Bezic, and Donald Farmer with his entire team for all the support.

3

Microsoft Office Excel 2010

4 4

Excel Analytics

Excel’s BI features: Deep Analysis Services integration

New Visualisations

Advanced Filtering

Data Mining

PowerPivot for Excel 2010 Including DAX

5 5

Excel Services in SharePoint

Part of SharePoint Server 2010 A server version of Excel: security, performance, enterprise scalability

Why? One version of the truth

Thin-client and collaboration

Server based calculations

Enabling collaborative PowerPivot

6 6

Excel and Multidimensional Data

Pivot Tables and Pivot Reports

Support for KPIs

Data from OLAP or PowerPivot!

7 7

New Visualizations and Interactivity

8

1. Pivot Reports for Multidimensional Analysis

9 9

Data Mining Add-Ins for Excel

Free add-in for Excel 2007 (and Visio) Works with 32 bit edition of Office 2010

Requires SQL Server Analysis Services

Analyze Tab – simpler to use

Data Mining Tab – full power

10

1. Market Basket Analysis 2. Finding Outliers with Data Mining

11 11

PowerPivot for Excel 2010

Ad-hoc large data analysis

In-memory Database Like Analysis Services

Fast, compressed, interactive

User calculation

Data integration

No IT Dept support needed

More in the last session of the day

12 12

PowerPivot for SharePoint 2010 Managed Self-Service Business Intelligence

Collaborative, shared gallery of PowerPivots

IT Pro management Lifecycle & Workflow

Server Resource Management

13 13

Share Insights Common view of organizational performance

14 14

Managing the BI Environment

User driven application administration and monitoring

Manage and facilitate access to secure organizational data

15

1. Slicing data with PowerPivot

16

1. Pivot Reports for Multidimensional Analysis 2. Market Basket Analysis 3. Finding Outliers with Data Mining

17

SharePoint 2010 BI Dashboards: PerformancePoint Services

18 18

Monitoring with PPS

Business users can build performance dashboards easily through an integrated design experience across monitoring and analytics

19 19

Analytics with PPS

Capture and share analytical best practices

No coding

Integration of KPIs and analytics

Use multidimensional slice and dice, drill-across, drill-to-detail, root-cause analysis, prediction and centralized business logic definitions

20 20

Reporting and Consolidation in PPS

Combine operational and financial data into one report

No need to reconsolidate manually

Dynamic and standard reports

Consistent live reports published from Excel to Reporting Services and SharePoint

21 21

Dashboard Designer

Details pane

Workspace Browser

Workspace

22 22

Indicator

Communicate progress toward goals visually Target value at center with actual value deviation above or below

Use 3 to 10 bands to show relationship between actual and target values

23 23

A Normalized KPI

Compares actual and target values as ratios (Target value-worst value) as 100%

(Actual value –worst value) / target value as percentage of target value

1) Target value

2) Actual value

3) Worst value

4) Target value – worst value

5) Actual value – worst value

24 24

An Actual Value KPI

Compares actual value to defined threshold ranges

Ignores target value

1) Worst value

2) Actual value

3) Best value

25 25

A Scored KPI

Compares actual value to defined threshold ranges

Ignores target value

1) Lowest score (-1)

2) Actual value

3) Highest score (1)

26 26

Developing a Dashboard

Choose a dashboard layout

Assign elements to a dashboard zone

Add filters

Preview the dashboard

Deploy to SharePoint

27

1. Building a Dashboard, Scorecard, and a KPI Using SharePoint Server PerformancePoint Services

28

Visualising BI with Microsoft Visio

29

Two Trends that Lead to… The Messy Diagram

30

Data Visualization Fault Analysis Tree

Status Indicators

Color By Value

Text Callouts

Data Bars

31

Data Visualization Manufacturing

Specialized Shapes

32 32

Performance Point Server Visualize PPS Scorecard data in context

33

Conclusions

34 34

Summary

Office 2010 makes BI easy to access by every knowledge worker

Vision of Self-service BI starts with Office 2010

PerformancePoint Services for all your performance dashboards and scorecards

Build a dashboard with KPIs today!

35 35

© 2010 Microsoft Corporation & Project Botticelli Ltd. All rights reserved. The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. The material presented is not certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to the information in this presentation. Portions © 2010 Project Botticelli Ltd & entire material © 2010 Microsoft Corp. Some slides contain quotations from copyrighted materials by other authors, as individually attributed or as already covered by Microsoft Copyright ownerships. 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 Project Botticelli Ltd as of the date of this presentation. Because Project Botticelli & Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided after the date of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE.