Microsoft Business Intelligence - Platform Overview

8/6/2019 Microsoft Business Intelligence - Platform Overview

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M A R C H 1 8 T H , 2 0 0 9

C H U C K R U S S E L LS E N I O R PA RT N E R

C O L L E C T I V E I N T E L L I G E N C E I N C .C R U S S E L L @ C O L L E C T I V E I N T E L L I G E N C E . C O M

Microsoft Business Intelligence


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AnalyticApplications

and End User

Tools

DevelopmentTools

BI Platform

Business Intelligence Stakeholders

Content Producers Content Consumers


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All Types of Decision Making


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S h a r e

d

P e r s o n a

l

S c o p e

Organic IntentionalDevelopment

Self-Service

Performance Management

Easy discovery of dataSimple, intuitive toolsAd-hocCreative and agile

Consistent corporate definitions, KPIsCorporate policies and processes

Contextual and accountable


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BI Platform Architecture

Portal(SharePoint)

Office SQL

Data Warehouse, Data Marts,Operational Data

(SQL Server 2008)

Integrate(SQL Integration Services)

Analyze(SQL Analysis Services)

Report(SQL Reporting Services)

End-user Analysis(Excel)

InfrastructurePlatform

AnalyticApplications

Data Delivery

Scorecards, Analytics, Planning(PerformancePoint 2007)

Report BuilderSSRS


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The Microsoft BI Data Delivery Components


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SQL Server 2008

Next Generation DBMSProvides the foundation BIServices:1. RDBMS2. Analysis Services3. Reporting Services

4. Integration Services5. Support for Massive DataWarehouses

6. Etc.. Hey its SQL Server.


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SQL Server 2008 Integration Services

MetadataManagementImpact andLineageAnalysis fromsourcesystems tocubes

DevelopmentProductivityDevelopmentEnvironmentwith visualdebuggingand versioncontrol

EnterpriseDataIntegrationScalable dataintegrationplatform withparallelpipelinearchitecture

ExtensibleArchitecturePlug incustomcomponentswritten in C#or callexistingbusinesslogic usingVB.NET


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BI Studio & SQL Server Management Studio

Development Facility for:1. Report Models2. Reports3. Dimensional Models and

other Analysis Services

structures4. SSIS (ETL) Jobs


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Business Abstraction Layers

Unified Dimensional Model (UDM) - The role of a UnifiedDimensional Model (UDM) is to provide a bridge between the user and the datasources. A UDM is constructed over one or more physical data sources, and thenthe end user issues queries against the UDM using one of a variety of client tools,such as Microsoft Excel. The UDM:

Is used in for querying Analysis ServicesIs dimensional, meaning structures like dates are define hierarchically to support OLAPoperationsHides Complexity.

Report Model Create an abstraction of the underlying data sources; hidingthe navigational aspects of data retrieval from the user. Report models have thefollowing features:

Database fields and views can be given logical business names, so knowledge of thedatabase structure is not required to produce reports.Items can be grouped logically.Relationships between items can be defineModel elements can be secured so that users can see only the data that they havepermission to see.


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Report Builder

Ad Hoc Query and ReportingTool that supports thecreation of reports via theweb.

Report Builder uses theReport Model(s) that havebeen created and publishedin order to facilitate end-userQuery and Analysis


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Office Excel 2007

ConditionalFormatting

Spot trendsand exceptionsin your data tobetter informyour decisions

Data ConnectionLibrary

Quicklyaccess themost commondata sourcesin yourenterprise for

data analysis

Pivot TableAgainst SQLServer AnalysisServicesAnalyze datawith newPivotTable toolsand enhancedsupport for SQLServer AnalysisServices

Publish toSharePointServer 2007

Enhanced Sortingand FilteringSort by cell coloror filter data byquarter to workwith only the datayou need


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SharePoint 2007

Publish from ExcelThe Excel Servicesmenu enablesyou to specifywhich items todisplay and howusers can workwith the work-sheet. Then savedirectly toSharePointServer 2007

Secure SharingSafeguardsensitiveinformation bycontrolling accessto worksheets.With ExcelServices Web-enabled access,you can limit whatusers can view,protecting theunderlying dataand models

Excel ServicesCreate fullyinteractiveweb baseddata-boundworksheets,including charts,tables, andPivotTable viewswithout anycustom coding

DashboardsCreate rich,interactivedashboards thatassemble anddisplay businessinformation fromdisparatesources, usingbuilt in web partssuch as dynamic(KPI) and OfficeExcel 2007spreadsheets


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Performance Point Server 2007

Full Office experienceComplete perspective across all functionsEasy to personalize scorecards, analytics, plansPriced for broad deployment


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Performance Point Features

PerformanceManagement

Integrated withSharePoint & MSOffice

Integrates with SQLServer 2008

Collaborative Analytics - drill

down/up with visualization

KPI and Scorecards Iterative Monitoringof Performance

ProvidesInfrastructure forEnterprise Planning& Budgeting


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What Happened to All those Other Products?

S c o r e c a r d s

A n a

l y t i c s

P l a n n

i n g

Mid CY07November 06 2008 - 2010

S c o r e c a r d s

A n a

l y t i c s

P l a n n

i n g


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Demo Environment

Windows 2008 Enterprise Server (64bit)SQL Server Enterprise 2008 with SQL Server AnalysisServices 2008 (64bit)SharePoint 2007 (64bit)MS Reporting Services installed at various places in thefarm. Authentication performed using Active Directory with

Kerberos for SSO support. Adventure Works DW 2008 Data warehouse in a box.Im coming in remote for speedwell see how fast.


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Demo Plan

Personal BIExcel Spreadsheets! Ad Hoc Querying and other Neat Stuff

Team BIReporting, Report DistributionSharePoint Integration with Reporting ServicesOverview of Analysis Services and Evaluating Data with ExcelExcel Services within SharePoint

Enterprise BICollaborative BI PortalsPerformance Point Contoso Slide Deck


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Demo Script

Go to CIDev Portal and Demo extracting a spreadsheet from Documents/Sales ReportingQuickly Open up Analysis Services Model in Visual Studio 2008 to show the model used in the spreadsheet.

Show them the UDM within the cube thats created.

Browse the Cube

Demonstrate the various types of VS Projects: Reports, SSIS, and Analysis Services, Reporting ModelOpen up the Internet Sales Reporting Model

Describe it

Open up the Internet Sales Reporting PackageShow the more complex report

Demo full life cycle, round trip, build/deploy.Go Back to SharePoint and Demo the Large Report executing from within SharePoint.

Show the reporting DashboardShow the Collaboration within the Portal

Show Report ManagerConsuming Reports without SharePointScheduling ReportsEtc.

Go Back to SharePoint and in the File Viewer Open up Report Builder.

Create a simple ReportSave the ReportGo execute the report in SharePoint

Go to the Report Center SiteDescribe LayoutShow Dashboard 1Show Reporting Services Example

Discuss Contoso


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Contoso

Contoso designs and markets bicycles, frames, componentsand accessories for mountain, road and touring cycling.Contoso follows a Balanced Scorecard Methodology to track its performance combining scorecards and analytics. Contosoalso uses PerformancePoint for monitoring, analyzing andplanning.

The persona: Jennifer Adams, Contosos CFO.Business challenge: margin issues across some productcategories.Issues prior to solution

Limited integration: had to jump from applications to applicationsto just get information.Misaligned information : when information was found there was no

way to tie it back to corporate efforts and objectives.Slow and tedious: identifying issues quickly, performing root-causeanalysis required costly IT and analyst time.


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Contoso Demo Flow

Demo scenario

Integration

Delivery in Office

MonitoringDriving

accountability

Analytics

Asking questions

Collaboration

More than just numbers

Planning

Affecting thefuture

Q&A

END

This CFO uses Microsoft


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s C O uses c oso tOffice SharePoint Serveras a thin and personalizedinterface to her corporate

information


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This CFO can now consume very rich analytics

And benefit from a fullfledge scorecard (built here

following the balancedscorecard methodology)


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This CFO can now interact with very rich analytics


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And drill into the data


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As well as get quick information on KPIs by

simply hovering over them.

In order to make better


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In order to make betterinformed decisions, she

needs to review related butunstructured information.


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She opens the strategy maph i l d hi


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that is related to thisscorecard in order to

understand how KPIs relateto each other.

Now, she wants to know if


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,there is anything more she

could review in order tocomplete her analysis.

Th li ti t t


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The application suggests toreview the finance

scorecard


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If she needs to, she canfilter the scorecard.

When she does so, thed d ll l t d


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scorecard and all relatedanalysis views will be filtered

accordingly, guaranteeingconsistency of information.

She can also look at theannotations associated to the KPIs


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annotations associated to the KPIs.

Annotations allow her to gainmore context and understandmore than just the numbers.

She wants to drill thru the


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gross profit margin KPI because it currently shows

some issues.

The following analytical view opens, presenting her with multiple


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opens, presenting her with multipleapplications to analyze the data.

These applications will help herunderstand complex data much

faster.

She first opens a performance map.This application provides a quick view


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This application provides a quick view of the data after 2 dimensions.

Here the size of the box is determined by sales amt and the color of the box

represents % Gross Margin.


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She understands that North America isselling a lot [their boxes are bigger].

NA doesnt have margin issuescompared to the other geographies[NAs colors are green]

This CFO drills under Europe


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She can see productcategories split across

geographies


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Or geographies spilt acrossproduct categories


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Decomposition tree is a


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Decomposition tree is agreat and flexible way to

ask your data very intuitivequestions


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She then drills across to


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time dimension tounderstand when certain

geos sell road bikes


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The data can be analyzedacross any geo

At this point, we are using all available hierarchies in the data (product category, geography and time).


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We can of course go back toa much simpler view

When users perform this type of analysis, they assume that they


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y y ypicked the right metrics to

analyze the data by.Switching their analysis to a

different metrics is oftenchallenging.

Switching their analysis to a


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different metrics is very easy using the

decomposition tree

The analysis is now ran thegross profit margin but the


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gross profit margin, but theCFO didnt have to go

through all the steps of theprevious analytical path.

The CFO has now being able toresolve the margin issue.

H ll d i h i


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Holland is the country creatingthe problem in Europe: it was a

top 3 in revenue, but the lastperformance from a margin

standpoint

The CFO can save and sharethis view with the rest of

the organization.

The analysis can also be


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The analysis can also beshared in PowerPoint in astatic and dynamic mode.


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Who suggests that she


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Who suggests that shechecks her email for a salesforecast update notification

The assignment opens inexcel. Notice that the


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excel. Notice that thePerformancePoint

functionality is availablenatively in excel.

The user benefits from the flexibleinterface and the PerformancePoint

functionality. Users get the rightamount of information at the givenpoint in time. Process and security

transpire thru to the end-userexperience.

Notice that the forecast # isthe same as the number in


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t e sa e as t e u bethe scorecard. The

scorecard and the planningexperience are integrated.

The yellow cells are the cellsthe user can contribute to.


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They represent the businessdrivers that determine the

forecast numbers.


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The application then runscentrally stored calculation


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yand logic.

A new forecasting #appears.

While this model might work when you have a few subcategories, it is


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y gnot highly scalable if you have

many lines to update to show a new forecast.

This is when you can usespreading functionality.

Spreading allows end users to set a


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Spreading allows end users to set a bottom line # and have rules andlogic defined in PerformancePointrun the allocation at the sub-level.

Here, the CFO simply updates the totalqty of bikes and the calculation enginespreads the result of centrally defined

logic


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logic.

The results could be based on seasonality or any other calculations defined on the

server.

The CFO can roll up this analysisto the European forecast and


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include an annotation at the celllevel to explain that the new allocation has been spread.

Annotations are stored centrally


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to enforce auditability of theforecast.

The form can be shared and


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The form can be shared andsubmitted.


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P L AT F O R M O V E RV I E W M A R C H 1 8 T H , 2 0 0 9

C H U C K R U S S E L LS E N I O R PA RT N E R

C O L L E C T I V E I N T E L L I G E N C E I N C .C R U S S E L L @ C O L L E C T I V E I N T E L L I G E N C E . C O M

Microsoft Business Intelligence