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The Knowledge Worker’s Perspective: Self-Service of BI
Rafal Lukawiecki Strategic Consultant, Project Botticelli Ltd [email protected]
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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.
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Microsoft Office Excel 2010
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Excel Analytics
Excel’s BI features: Deep Analysis Services integration
New Visualisations
Advanced Filtering
Data Mining
PowerPivot for Excel 2010 Including DAX
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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
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Excel and Multidimensional Data
Pivot Tables and Pivot Reports
Support for KPIs
Data from OLAP or PowerPivot!
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New Visualizations and Interactivity
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1. Pivot Reports for Multidimensional Analysis
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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
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1. Market Basket Analysis 2. Finding Outliers with Data Mining
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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
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PowerPivot for SharePoint 2010 Managed Self-Service Business Intelligence
Collaborative, shared gallery of PowerPivots
IT Pro management Lifecycle & Workflow
Server Resource Management
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Share Insights Common view of organizational performance
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Managing the BI Environment
User driven application administration and monitoring
Manage and facilitate access to secure organizational data
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1. Slicing data with PowerPivot
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1. Pivot Reports for Multidimensional Analysis 2. Market Basket Analysis 3. Finding Outliers with Data Mining
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SharePoint 2010 BI Dashboards: PerformancePoint Services
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Monitoring with PPS
Business users can build performance dashboards easily through an integrated design experience across monitoring and analytics
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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
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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
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Dashboard Designer
Details pane
Workspace Browser
Workspace
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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
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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
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An Actual Value KPI
Compares actual value to defined threshold ranges
Ignores target value
1) Worst value
2) Actual value
3) Best value
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A Scored KPI
Compares actual value to defined threshold ranges
Ignores target value
1) Lowest score (-1)
2) Actual value
3) Highest score (1)
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Developing a Dashboard
Choose a dashboard layout
Assign elements to a dashboard zone
Add filters
Preview the dashboard
Deploy to SharePoint
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1. Building a Dashboard, Scorecard, and a KPI Using SharePoint Server PerformancePoint Services
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Visualising BI with Microsoft Visio
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Two Trends that Lead to… The Messy Diagram
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Data Visualization Fault Analysis Tree
Status Indicators
Color By Value
Text Callouts
Data Bars
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Data Visualization Manufacturing
Specialized Shapes
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Performance Point Server Visualize PPS Scorecard data in context
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Conclusions
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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!
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© 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.