Welcome
Powered up at PG&E – A Utility Quest
Scott LiManager, Business Systems & Analytics
About Me
Scott Li – Manager, Business Systems & Analytics
Electric Business Operations – Distribution Work & Resource Management
13 years at PG&E
Started with Tableau 8.2
1st Tableau Conference in 2015
Business Systems & Analytics (7)
Support Electric Distribution (2k+ individuals) with two functions
Manage governance and IT spend for system enhancements
Provide data, reports and analytics for Electric Distribution organization
50+ reports a week
About PG&E (as of March 2018)
A Utility Quest - Foreword
Our journey resembles that of a mythical video game
quest
Acquire keys and tools to solve problems
Free-roaming world without a specific blueprint
Make allies to exchange knowledge and best practices
Beat dungeon. Move on to the next.
The Quest
• Centralize Reporting for Electric Distribution
• Create a single source of truth
• Increase overall work capacity
• Enable agility in analytics and development
• Bring together disparate data sets
• Reduce build time for new metrics and tools
• Construct interactive tools and dashboards
Current Quest Status – 50% Complete
Player 1
Business Systems & Analytics Lv. 1
HP 40/40 40hrs/week
Attack 5 Weak at developing proactive analysis
Defense 5 Weak at turning around quick ad hoc analysis
Speed 3 Slow to run current reports
Sp. Attack 3 Poor Initiative support
Sp. Defense 3 Poor emergency analysis
Equipment
MS Excel Basic analysis tool
MS Access
SAP BW Limitations on cells and querying abilities
Collecting Items
You got a SQL Server!
You got Tableau!+ 13 Attack
+ 12 Defense
+ 25 Speed
+ 15 Sp. Atk
+ 10 Sp. Def
+ 15 Attack
+ 15 Defense
+ 25 Speed
+ 10 Sp. Atk
+ 10 Sp. Def
Prove It!
Help along the way
• IT
• Partner Lines of Business
• My Leadership
• My Client - Electric Distribution
Leadership
Analyst
Relationships and communication
are at the core of successful
transitions.
Level up
Transition existing reports
into SQL Server/Tableau
Change Management
Build. Build. Build.
Fully Armed
Current BI Infrastructure
SAP
Scheduling
Outage
Project Management
Other Applications
SAP BW
ODIN (SQL Server)
Tableau Server 10
Reporting and Analytics Layer
MicrosoftAccess
MicrosoftExcel
Powered Up!
Business Systems & Analytics Lv. 5
HP 300/300 High capacity in a week
Attack 53 Create dashboards and new tools quickly
Defense 55 Rapid ad hoc analysis
Speed 51 Full automation on reporting
Sp. Atk 45 Lead initiatives with data insights
Sp. Def 46 Rapid emergency analysis for leadership
Equipment
Tableau Desktop High powered analytics tools
Tableau Server Simplified reporting distribution
SQL Server
SAP BW ExtractorDirect SQL injection from SAP BW and other data
sources
MS Access
Tableau Tips
• Build. Build. Build.
• Keep learning
• Compromise
• Make it easy
• Be consistent
• Be creative
• Share!
Dashboard Demo
If you build it, he will come
Field of Dreams (1989)
Questions
#TC18
Please complete the
session survey from the
Session Details screen
in your TC18 app