Enabling Self Service Business Intelligence
using ExcelCIAPR – Ponce
February 8, 2014
Alan KooSenior Consultant | Nagnoi, Inc.www.alankoo.com | @alan_koo
Alan Koo | www.alankoo.com
Who am I?• Senior Consultant at Nagnoi, Inc.• 14+ years in SQL Server• 9+ years in BI & OLAP• Member of the Microsoft BI Advisors internal group• Microsoft MVP (5th year)• MCT Regional Lead – Puerto Rico• MCT since 2004 for Business Intelligence / SQL Server / .NET• Co-Founder of Puerto Rico PASS• PASS Regional Mentor - LATAM• Blogger: www.alankoo.com
Alan Koo | www.alankoo.com
AgendaIntro
Modern Self Service BI toolsExcel and Power BI
Discover and combine dataVisualize
Model & analyzeWhat is Next?
Industry Trends
Digital data will grow 44x over the next decade
DATA EXPLOSION
CONSUMERIZATION OF IT
PRIVATE & PUBLIC CLOUD
In 2015, public cloud services will account for 46% of net-new growth in overall IT product spending
Alan Koo | www.alankoo.com
Big Data
Enormous amounts of dataonline behavior of Facebook userstissue samples of cancer patients
purchasing habits of grocery shoppers crime statistics of cities
“internet of things”24/7 outpatient monitor
real-time telemetry devices
http://www.nytimes.com/2013/04/14/education/edlife/universities-offer-courses-in-a-hot-new-field-data-science.html?_r=1&
90%Of data in the
world, has been created in the last
2 years
Alan Koo | www.alankoo.com
The sexiest job in the 21st century
http://www.nytimes.com/2013/04/14/education/edlife/universities-offer-courses-in-a-hot-new-field-data-science.html?_r=1&http://hbr.org/2012/10/data-scientist-the-sexiest-job-of-the-21st-century/
Data Science
Alan Koo | www.alankoo.com
Data ScientistsThe magicians of the Big Data era
They crunch the data, use mathematical models to analyze it
and create narratives or visualizations to explain it, then
suggest how to use the information to make decisions
http://www.nytimes.com/2013/04/14/education/edlife/universities-offer-courses-in-a-hot-new-field-data-science.html?_r=1&
Alan Koo | www.alankoo.com
Where to begin?
Alan Koo | www.alankoo.com
Business Intelligence (BI)A broad category of applications and technologies
for gathering, storing, analyzing, and providing access
to data to help enterprise users make better business decisions.
Search Data Management
Alan Koo | www.alankoo.com
BI solution scenariosOperational Reporting
Access to existing data from operational systems
Business Process / Activity ManagementAnalysis and reporting capabilities for specific business processes or activities
Data Mart / Integrated Reporting and AnalyticsTools and access to business users of an application. to enhance its value by improving decision making
Enterprise Data Warehousing / Information Management Comprehensive integration of critical information across the enterprise.
Breaks down the barriers between applications.
Microsoft Developer & Platform Evangelism
Traditional BI: Integrated Reporting and Analytics
Data Sources
Staging Area
Manual Cleansing
Data Marts
Data Warehouse
Client Access
Client Access
1: Clients need access to data 2: Clients may access data sources directly 3: Data sources can be mirrored/replicated to reduce contention 4: The data warehouse manages data for analyzing and reporting 5: Data warehouse is periodically populated from data sources 6: Staging areas may simplify the data warehouse population 7: Manual cleansing may be required to cleanse dirty data 8: Clients use various tools to query the data warehouse 9: Delivering BI enables a process of continuous business improvement
Microsoft Developer & Platform Evangelism
15
Silos of Data
Data Warehouse
Call Center
Web Apps
Inventory
ERPHR
Finance
CRM
Microsoft Developer & Platform Evangelism
Alan Koo | www.alankoo.com
From Traditional to Self Service BI
Alan Koo | www.alankoo.com
Self-Service BI or simply better results?
• Because the organization has insufficient insight into its data
• Because traditional BI is too expensive• Because traditional BI is too slow• Because you were told to go get it
http://www.powerpivotpro.com/2013/06/self-serve-bi-tool-scorecard-powerpivot-vs-the-others-and-why-not-all-checkboxes-are-equal/
A self-serve BI tool is a means to an endYou need one to solve some combination of #1-3 above.
Alan Koo | www.alankoo.com
Modern Self-Service BI players
Alan Koo | www.alankoo.com
Microsoft Excel for BI???“…self-service BI solutions to everyday
business users through the familiar tool they already use ..”
http://blogs.technet.com/b/dataplatforminsider/archive/2013/07/08/introducing-power-bi-for-office-365.aspx
Alan Koo | www.alankoo.com
Microsoft Excel for BI• It is very likely that Excel is already the lifeblood of your organization • These people will be the primary power users of any new self-serve tool
you adopt• All of the tools tend to look a lot easier to learn than they are• Excel is FAR more flexible than ANY of the other tools• “Export to Excel” exists because of Excel’s flexibility,
not just because of Excel’s popularity• If Excel isn’t your BI tool, all of that “Export to Excel”
activity leads to fragmented intelligence.
http://www.powerpivotpro.com/2013/06/self-serve-bi-tool-scorecard-powerpivot-vs-the-others-and-why-not-all-checkboxes-are-equal/
Alan Koo | www.alankoo.com
Power BI ()
…bring the power of big data insights to the people who are closest to the business – not a specialist with an expensive, specialized tool --
but everyone in the organization can find deeper insights that will help them make
better decisions..”
http://blogs.technet.com/b/dataplatforminsider/archive/2013/07/08/introducing-power-bi-for-office-365.aspx
Alan Koo | www.alankoo.com
Power BI (Excel)
Alan Koo | www.alankoo.com
Power BI (Cloud – Office 365)
Alan Koo | www.alankoo.com
Power BI (in Excel)
Power Query• Query data• Clean data
Power Pivot• Model tables• View in Pivot Tables /
Charts
Power View / Power Map• “Prettier” visualizations• Can map
Discover & Combine Model & Analyze Visualize
Alan Koo | www.alankoo.com
Power BI for Office 365 (Excel) Components• Power Pivot
(embedded in Excel 2013) – need to be enabled• Power View
(embedded in Excel 2013) - need to be enabled• Power Query – need to be downloaded and installed
• Power Map – need to be downloaded and installed
Alan Koo | www.alankoo.com
Power BI for Excel components requirements• The following Office versions are supported:
– Office 2013 Professional Plus– Office 365 ProPlus
• Supported Operating SystemWindows 7, Windows 8, Windows Server 2008 R2, Windows Server 2012, Windows Vista
– Windows Vista (requires .NET 3.5 SP1)– Windows Server 2008 (requires .NET 3.5 SP1)– Windows 7– Windows 8
http://office.microsoft.com/en-us/excel/power-bi-download-add-in-FX104087144.aspx
Alan Koo | www.alankoo.com
Power BI: Discover & CombinePower Query
Help customers easily discover, access, and combine their data
Alan Koo | www.alankoo.com
What can I do with Power Query?• Search public data • Import data into Excel from a
wide variety of data sources• Shape it:
– Custom columns– Aggregate data– Combine– Advance querys (formula
language)– Drill down– Filter
– Group rows– Remove duplicates– Replace values– Sort– Split– Unpivot / Pivot
Alan Koo | www.alankoo.com
Demo
Power Query in action!
Alan Koo | www.alankoo.com
Power Query: more flexibility???
“M” language
Alan Koo | www.alankoo.com
Power BI: VisualizePower View
Help business users discover and share new insights with
colleagues through interactive charts and graphs
Power MapAllows user to create rich 3D
geospatial visualizations
Alan Koo | www.alankoo.com
Power ViewAn interactive data exploration, visualization, and
presentation experience. Provides intuitive ad-hoc reporting for business users such as data analysts, business decision
makers, and information workers.
Alan Koo | www.alankoo.com
With Power Map you can....• Map Data: plot up to a million rows of data in 3-D,
visually on Bing maps.• Discover Insights: gain new understandings by
seeing your data in geographic space and seeing time-stamped data change over time.
• Share Stories: capture screenshots and build cinematic, guided video tours that can be shared broadly, engaging audiences like never before.
Alan Koo | www.alankoo.com
Demo
Power Map in action!
Dallas Utilities
Alan Koo | www.alankoo.com
Power BI: Model & AnalyzePower Pivot
Create flexible models, process hundreds of
millions of rows of data in split second times
Alan Koo | www.alankoo.com
Data Analysis Expressions (DAX)• Programming language for PowerPivot (SSAS 2012
Tabular)• Simple, clean, powerful, fast, not easy• Tabular requires simpler data modeling for good
result• Thinking in DAX is a new attitude
Sample Data - Contoso
Alan Koo | www.alankoo.com
Demo
Enriching your data with a Power Pivot
model
Alan Koo | www.alankoo.com
Power Pivot features learned today1. Import from text files (CSV)
2. Excel as linked tables (Calendar)3. Pivot table Slicers
4. Hierarchies5. Create relations between tables
6. Model cleansing7. Calculated Columns
8. Basic DAX functions (IIF, RELATED)
Alan Koo | www.alankoo.com
PowerPivot flavorsPowerPivot for Excel Personal Analytics
PowerPivot for Sharepoint Team AnalyticsAnalysis Services Corporate Analytics
PowerPivot for Excel Personal Analytics
BI Semantic Model: from personal to corporate BI
Bonus
Twit analysis tool for Excel
http://social.technet.microsoft.com/wiki/contents/articles/15665.analytics-for-twitter-2013.aspx
Alan Koo | www.alankoo.com
Q & A Feature of Power BI (coming soon)
• Natural language based experience for interacting with data“Show London clients” “Show number of products”
“Number of songs per year” “Total number of employees for finance, HR, marketing in Europe
by employee country”
Alan Koo | www.alankoo.com
Power BI Video
What is the best selling Song of All Time?
Alan Koo | www.alankoo.com
Wrapping up: Self Service BIOpens a new window of opportunities
Increase productivity while giving visibilityScalable to an Enterprise BI Solution
Foundation for Business Intelligence (BI) to the Masses
Just play and have fun!
Alan Koo | www.alankoo.com
Questions?
Alan Koo | www.alankoo.com
Nestor Figueroa | [email protected]
Authorized Training Center
Designed for professionals who want to use PowerPivot’s full capabilities, the PowerPivot Workshop is a two/three-day course that covers PowerPivot topics,
starting from basic concepts and moving on up to complex data models and DAX formulas with the goal
to facilitate the use of PowerPivot in the real world.
Puerto Rico PASS Chapter
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Thank You!
Alan Koo LabrínSenior Consultant | Nagnoi, Inc.Blog: www.alankoo.comTwitter: @alan_koo
Alan Koo | www.alankoo.com
Resources• Power BI Home Page• Gapminder• Data.gov• Microsoft Power Query for Excel Help
http://office.microsoft.com/en-us/excel-help/microsoft-power-query-for-excel-help-HA104003813.aspx
• Power Query basicshttp://datapigtechnologies.com/blog/index.php/cool-things-you-can-do-with-data-explorer/
• Importing Data From Multiple Log Fileshttp://cwebbbi.wordpress.com/2013/03/01/importing-data-from-multiple-log-files-using-data-explorer/