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Understanding Microsoft Self-Service BIDevin Knightdknight@pragmaticworks.com@knight_devin

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About Devin• Will work for cupcakes• Popup books about maintaining a

healthy relationship with your miniature donkeys.

• And supporting cult being investigated by the government.

• Blogs mainly consist of a collection of internet cat pictures

• Training Director• Author of 5 books• Runs JSSUG User Group • Blogs at BIDN.com

Twitter: @knight_devinDKnight@pragmaticworks.com

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Different Levels of Business Intelligence

Data Explorer

Personal BI• Drives Agility• Role and Task

Focused

Team BI• Drives

Accountability• Process and Team

Focus

Corporate BI

• Drives Alignment• Corporate Focus

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Which BI Do I Need?

Data Explorer

ProblemI need to quickly prototype a solution to work out requirements for a larger project

Best SolutionPersonal BI

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Which BI Do I Need?

Data Explorer

ProblemI need to address data quality problems with my data sources

Best SolutionCorporate BI

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Which BI Do I Need?

Data Explorer

ProblemI need one version of the truth with my data. Meaning everyone should base reports on the same data structure.

Best SolutionCorporate BI

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Which BI Do I Need?

Data Explorer

ProblemI need a more agile approach to developing BI.

Best SolutionPersonal BI

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Self-Service BI Roles

Data Explorer

Data Wrangler• Harmonize and Rationalize Data• Brings Together and Creates Meaning out of Data

Data Steward• Ensures data standards and cohesion• Develops policies and creates mechanisms to ensure policies are enforced

Power Analysts• Develops Dashboards and Interactive Reports • Uses Data Models Created by Data Wranglers

Collaborative Users• Add Perspective Based on Their Knowledge of the Business

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Self-Service BI Lifecycle

Data Extraction

Data Modeling

Data Presentation

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Databases

Flat Files

Reporting Services

Cloud

Hadoop

SharePoint Lists

Internet

Active Directory

Facebook

Relationships

Calculations

Key Performance Indicators

Tables

Charts

Maps

Exporting

Power Pivot Tables

Charts

Apps For Office

3-D Maps

Hierarchies

Power Pivot

Power Query

Power Query

ExcelPower View

Power View

Power Map

Power Map

Power Map

Data Extraction Data Modeling Data Presentation

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Data Explorer

AccessRead access is required for all necessary data sources

ScalabilityWhen you need your solution to scale to a large user base

When Do I Engage IT?

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Power PivotWhy use Power Pivot?Why is Power Pivot so Fast?Who Should Use Power Pivot?

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Different Flavors of Analysis Services

Power Pivot Power Pivot For SharePoint

Analysis Service Tabular

Analysis Service Multidimensional

Lear

ning

Cur

ve

Scalability

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Why Use Power Pivot?PerformanceUses In-Memory Technologies Providing Unmatched Analytical Performance

Short Development CyclesQuick and Easy to Create and End to End Solution

End User CapableFamiliar Tools with Enhanced Capabilities300 Million Excel Users Worldwide10% of Excel Users Create PivotTables

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Introduction to DAXWhat is DAX?Data Analysis Expression Language

Query Language for Power Pivot

Why DAX?Designed to Support a Larger User Base

Simpler than Traditional Technical Languages to LearnLeverage Existing Knowledge of Excel FormulasLess of a Learning Curve for Analyst

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Who Should Use Power Pivot?

Data Wrangler• Harmonize and Rationalize Data• Brings Together and Creates Meaning out of Data

Data Steward• Ensures data standards and cohesion• Develops policies and creates mechanisms to ensure policies are enforced

Power Analysts• Develops Dashboards and Interactive Reports • Uses Data Models Created by Data Wranglers

Collaborative Users• Add Perspective Based on Their Knowledge of the Business

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DemosImporting data into Power PivotCreating a Data Model in Power Pivot

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Power QueryPower Query OverviewWhy Use Power Query?Who Should Use Power Query?

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Ways to Pull in DataData Tab

Power Pivot

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Data Discovery with Power Query

Discover Combine Refine

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Who Should Use Power Query?

Data Wrangler• Harmonize and Rationalize Data• Brings Together and Creates Meaning out of Data

Data Steward• Ensures data standards and cohesion• Develops policies and creates mechanisms to ensure policies are enforced

Power Analysts• Develops Dashboards and Interactive Reports • Uses Data Models Created by Data Wranglers

Collaborative Users• Add Perspective Based on Their Knowledge of the Business

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DemosDiscover -> Consume -> Visualize

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Power ViewPower View OverviewWhy Use Power View?Who would use Power View?

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Microsoft Reporting OptionsExcel PivotTables

Power View

PowerPivot Reporting Services

PerformancePoint

Main PurposeAd-hoc Reporting

Who Uses ItEnd Users

RequirementsAny Version of Excel

Main PurposeAd-hoc Analytics and Reporting

Who Uses ItPower Users

RequirementsExcel 2010 or Higher

Main PurposePixel Perfect Static Reporting

Who Uses ItDevelopers

RequirementsSQL Server

Main PurposeData Exploration

Who Uses ItEnd Users

RequirementsSQL 2012 / SharePoint 2010 SP1 or Excel 2013

Main PurposeDashboards

Who Uses ItDevelopers

RequirementsSharePoint 2007 or Higher

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Flavors of Reporting Services

Reporting Services• Development in

Visual Studio• Use by Developers• Highly Customizable

Report Builder• Intended for Power

Users• Click-Once

Application• Office Look and Feel

Power View• Designed for End

Users• Silverlight Based• Data Exploration Tool

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Who Should Use Power View?

Data Wrangler• Harmonize and Rationalize Data• Brings Together and Creates Meaning out of Data

Data Steward• Ensures data standards and cohesion• Develops policies and creates mechanisms to ensure policies are enforced

Power Analysts• Develops Dashboards and Interactive Reports • Uses Data Models Created by Data Wranglers

Collaborative Users• Add Perspective Based on Their Knowledge of the Business

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DemosCreating Power View Report

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Power MapPower Map OverviewLinking Geographical Fields to Power Map propertiesMapping Time DataCreating a Power Map Tour

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Power Map OverviewPower Map Features3-D Data Visualization Tool for Excel 2013Plots Geography Data VisuallyAnalyze Data on a 3-D globe Using BingCreate Visual Tours to Share with Others

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Animating Maps with Time DataMapping Time DataFirst Half of Bringing Life into Maps

Time SettingsData Point Persistence

InstantTime AccumulationPersist the Last

Easy Date Range Filter CapabilitiesPlayback Speed Control

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Creating a Power Map TourPower Map ToursSecond Half of Bringing Life into MapsGuided Tour of Important Elements you want to Highlight

Creating Tour ScenesA Tour is a Collection of ScenesScenes can be Named and have Different Effects Applied to them

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DemosPower Map

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Power BIPower PivotPower QueryPower ViewPower MapNatural Language SearchMobile BI

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Thanks!

Email: dknight@pragmaticworks.comTwitter: @knight_devinBlog: www.devinknightsql.com