Self-Service Business Intelligence with SharePoint and Excel

Presented by Scott Roberts

Kiefer Consulting, Inc.

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“Good Morning, Meetup!”

Scott Roberts, Consultant• IT Consulting industry since 2011

• Experience working with various State of California branches including:

• Department of Health Care Services (DHCS)

• Franchise Tax Board (FTB)

• California Public Employees Retirement System (CalPERS),

• California Department of Corrections and Rehabilitation (CDCR)

• Certifications

• MCSA; MCTS; MCP; CSM

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What Is Business Intelligence (BI)?

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Dashboards

ChartsKey Performance Indicators

Data Surfacing

“Big Data”Data Modeling

Predictive Analysis

Statistics

The Formula

4

Data + Business Intelligence = Better Decisions

Project Management Features

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Scope(features, functionality, quality)

Cost(resources, budget)

Time(schedule)

• Single source of truth for all project metrics.

• Integration of all project management capabilities and needs.

• Dashboards and Reports

• Current state

• Trending performance

Started with Robust Project Reporting

Challenge #1: The Ugly Workbook

We must use THIS template.

We’ve ALWAYS used this workbook. It’s in the APPROVED

format.

How much did we spend across all

projects on advertising, printing

and mailing?

Oh boy.

hostshosts

Challenge #1: The Ugly Workbook

In Line SUMs

Multi-Row Headers

Merged Cells

Grouped and

Hidden Rows

Version History

Multi-Tab

Workbooks

Number of

Rows Not

Consistent

On the Positive Side

Consistent

Content Types

User Adoption

Program

We have SharePoint!

Source Workbooks in SharePoint Libraries

Solid Site

Structures

Challenge #1: Getting Good Data

EXCEL DATA TABULAR DATA

• Define Taxonomy

• Metadata

• Headers

• Columns

• Key Values

• Field Definition

DATA MODELING

INFORMATION ARCHITECTURE

What tools should we use?

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Gartner Magic Quadrant for Business Intelligence and Analytics Platforms

February 2016, Microsoft placed furthest in vision within the Leaders quadrant.

“…current execution and robust roadmap solidifies its position as a future market leader, protecting the investment of today’s buyers.”

Power Soup

Family of Products Built on Shared Engines

Power Query

Power View

Power PivotPowerBI.com

Power BI Desktop

Power Map

Power______ family of products

Business Intelligence in Excel

Power Query

• Query data

• Clean data

• “M” Language

Power Pivot

• Model tables

• View in pivot tables / charts

• DAX Formulas

Power View / Power

Map

• “Prettier” visualizations

• Mapping capabilities

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Discover & Combine Model & Analyze Discover & Combine

PowerBI: Desktop vs. Online

ConsumeDesktop

Power BI Technologies & Tools History

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The first taste of Power Soup

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DemoPower

Query

Challenge Solved: The Ugly Workbook

Thanks. How about materials

testing? Total Cost by Phase?

We’ve spent $1,003.48 on

advertising, printing and mailing across

all projects.

No Problem!

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But what about if I want….?

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A report on

contingency

?

Hmmmm…

Or project

schedules?

A Quick Definition

Construction Contingency:con·struc·tion con·tin·gen·cy

[kənˈstrəkSH(ə)n] [kənˈtinjənsē]

• A contingency is a predetermined amount or percentage of the contract held for unpredictable changes in the project.

• Contingency is a helpful risk management tool that financially prepares owners for addressing risk within the project.

• For the PMP and IT folks in the room – this is really about scope and risk management

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Challenge #2: Broken Macro Workbook

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How to solve: 5 Lists in SharePoint

9 SSRS Reports

Project Dashboards

Program Rollup

Multi-Row Headers

Version HistoryMerged Cells 2003 VBA Macro

Print Formatting

Silver Tsunami (expert retired)

More Power Soup!

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Demo

Ta-Da!!

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Project Management Solution

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Now has Program Management Features!

Scope(features, functionality, quality)

Cost(resources, budget)

Time(schedule)

Highlight of my Week

Look what I

made!

Next Steps

• Deeper Dive into Power BI and SSRS 2016 Capabilities

• My Blog• Use State Contract and Procurement Registration (SCPRS) Data

• Aggregate and Report Contract Awards over the last 5 years

• Show you these tips, tricks and coding samples

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Questions & Answers

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