The Analyst's Perspective: Advanced BI with PowerPivot DAX, SharePoint Dashboards, and SQL Data Mining
Objectives • Introduce more advanced BI analytics from Microsoft • Discuss using SharePoint 2010 as a BI Dashboard environment
PowerPivot on SharePoint 2010 Manageability
Share Insights Common view of organisational performance
Managing the BI Environment User driven application administration and monitoring Manage and facilitate access to secure organisational data
SharePoint 2010 BI Dashboards: PerformancePoint Services
PPS in SharePoint 2010 • PerformancePoint Services in SharePoint 2010 • Improvement over PerformancePoint Server 2007: – SharePoint does all security, management, backup, respository of dashboard – Decomposition Tree – KPI Details – Scorecard drilldown, dynamic hierarchies, calculated KPIs – Dynamic, up-to-date filters for time intelligence – SharePoint Dashboard Designer is smoother – Better accessibility – Analytic charts with value filtering and server-based conditional formatting
Monitoring with PPS • Business users can build performance dashboards easily
Analytics with PPS • Integration of KPIs and analytics • Multidimensional slice and dice, drill-across, drill-to-detail, root-cause analysis, prediction and centralised business logic definitions • No coding
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
Dashboard Designer
Details pane
Workspace Browser
Workspace
Developing a Dashboard • • • • •
Choose a dashboard layout Assign elements to a dashboard zone Add filters Preview the dashboard Deploy to SharePoint
demos Building a Dashboard, Scorecard, and a KPI Using SharePoint Server PerformancePoint Services Objectives: Gain an appreciation of the workflow and capabilities of PerformancePoint Services Workspace
demos What did we see? How to use PerformancePoint Services Workspace How to Build a KPI, Scorecard and Dashboard Assembly of PerformancePoint and other Web parts to deliver compelling Dashboards
Summary
Want Powerful BI Applications? • You should have a Data Warehouse • Want BI Apps quickly? – PowerPivot
• Want great self-service BI? – Ensure good dimensional design: • Easy to understand for a knowledge worker • Flexible • Correct and aligned
Complementary BI Contexts
Personal BI Self-Service Ad-hoc Analysis
Team BI Shared, Collaborative Insight
Organisational BI Pre-designed, aligned, approved
Microsoft Business Intelligence End-to-End BI for Everyone Business User Experience
Business Collaboration Platform
Data Infrastructure & BI Platform
Summary • Business Intelligence is a top IT priority for businesses • Self-service analytics are quickly becoming crucial tools enhancing employees’ performance • Good data warehouse design, master data management, data integration, and multidimensional design enable rich BI use
Next Steps • Examine your business pains from this morning • What have you seen today that would alleviate these pains? • Content and Code PoC – Understand your business pain – Deliver PoC to solve it using technologies seen today – Build on PoC to deliver working solution
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