Mounho - June 30 345 -Microsoft BI
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Transcript of Mounho - June 30 345 -Microsoft BI
8/11/2019 Mounho - June 30 345 -Microsoft BI
http://slidepdf.com/reader/full/mounho-june-30-345-microsoft-bi 1/19
June 2014
Sandia National Laboratories is a multi-program laboratory managed and operated by Sandia Corporation, a wholly owned subsidiary of LockheedMartin Corporation, for the U.S. Department of Energy’s National Nuclear Security Administration under contract DE-AC04-94AL85000.
Photos placed in horizontal positionwith even amount of white space
between photos and header
Sandia National Laboratories is a multi-program laboratory managed and operated by Sandia Corporation, a wholly owned subsidiary of LockheedMartin Corporation, for the U.S. Department of Energy’s National Nuclear Security Administration under contract DE-AC04-94AL85000.
Photos placed in horizontal positionwith even amount of white space
between photos and header
June 2014
Interactive Financial Business Intelligence System (John Mounho)
Workbox
Solution
(Duane
Garrison)
John Mounho, Financial Reporting and Planning Systems
Duane Garrison, Enterprise ES&H and Corporate Governance Systems
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June 2014
Microsoft BI System Implementation
Problem—Improve on existing, end‐of ‐life, financial reporting
system that is several years beyond vendor support.
Strategy:
Innovative
self ‐
service
analytic
capabilities
in
Familiar MS tools already known and used by our line customers
Full dynamic drill down to content
Technically – Sustainable, Repeatable and Scalable
Agile to support urgent needs of SNL’s missions that
Enables tailored line analyses and reporting for complex Sandia’s
diverse set of mission requirements,
Utilizes SSAS
and
PowerPivot
so
that
users
can
tailor
content
to
their
needs by developing user‐defined, refreshable content.
Less time spent compiling data equals more time for Analysis.
Solution subject
for
Microsoft
Case
Study
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June 2014
Financial Reporting and Analytics System Overview
OLTP
Databases
RelationalWarehouse
Extract, Transform, Load
• Normalized• May contain only recent data• Used for transactions
• Star Schema• Contains all historical data• Used for analysis
• Dynamic & interactive standardcontent designed for the masses
• Single source of truth• Point-In-Time Snapshots for
archive history
FRS DataWarehouse
Dynamic, Interactive, andSnapshot Reports
Oracle ERP,PeopleSoft,etc.
• Sourced from standard SSRSreports that ensure data integrity
• Enables end-users to build tailored,refreshable local data models
• Lowest-level detail possible
Reusable, TailoredContent and Analysis
PowerPivotAnalysis
OLAPCube
• Summary level, pre-aggregateddata model to enable analysis of
large data sets.• Very popular among project/
program analysts
Analytic ReportingCapability (ARC)
SSAS (“access to the data”)Reportville (SSRS) Excel Power Pivot
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June 2014
SSRS and SharePoint (Reportville)Reportville provides standard reporting that is geared to the
masses—success factors include:
Pre‐generation of most widely used reports—Speed is the key; the
data‐
driven
subscription
feature
is
utilized
to
pre‐
generate
key
reports as PDF files. Also, provides reliable history.
Dynamic content—Used for remainder of standard reporting
portfolio
where
speed
is
not
an
issue.
Provides drillable reporting to further levels of detail
Provides ‘drill through’ access to information stored in other systems
Layer of redundancy to PDFs.
Provides single source of truth—Self ‐service content highly reliant
on this layer to validate user developed reports/models.
Intuitive—No training
necessary.
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8/11/2019 Mounho - June 30 345 -Microsoft BI
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SSAS (ARC‐Analytical Reporting Capability)Provides end‐user access to almost all summary level financial
information for self ‐service reporting
Tailorable reporting and analytics—Very popular tool that enables
end‐users to provide ‘build once and refresh’ reporting and
analyses tailored
to
specific
project
and
program
requirements.
Self ‐service—End users fulfill their own needs without having to
rely on IT (IT can now focus on work with broader impact)
Empower your
super
‐users—We
worked
with
our
financial
analyst
super‐users to developer a ‘User Blog’ where expert end‐users
share innovative ideas with each other.
Trying to establish new ‘power from sharing’ culture vs.
hoarding of knowledge.
Bottom Line—Build a tabular model/cube if you don’t already
have one; you’ll tap into previously underutilized capabilities of
your
top
business
analysts
that
will
serve
your
organization
well.
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PowerPivot Solutions
What is
PowerPivot—PowerPivot
is
a feature
of
Excel
that
enable users to build client side, refreshable data models
that can be posted to SharePoint for wider use.
Detail
level
reporting—Powerful
alternative
to
cubes
for
tailorable reporting and analytics at the detail level.
Build Once and Refresh—Similar to SSAS, no more download,
build report
and
repeat
each
month,
etc.
User Defined Objects—End users can define formulas using
DAX that become part of their refreshable model.
Sources
for
PowerPivot—
We provide SSRS reports that are designed for use with PowerPivot (e.g.
no formats; fields defined, etc.).
Users can use SSAS model as data sources
User can
use
spreadsheets
to
incorporate
local
data
into
their
models.
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SSAS and PowerPivot‐Lessons Learned
Tabular model
vs.
Cube—Try
to
fulfill
requirements
with
tabular model first. See next slide for Tabular vs. Multi‐dimensional considerations
Powerful but not Intuitive—Training is necessary
Once
established,
consider
‘train
‐the
‐trainer’
approach
with
users.
Brittle—PowerPivot can frustrate end users, so expect an initial
support load.
Great Ad
‐hoc
tool,
but
avoid
developing
core
reports
with
PowerPivot.
Upgrades/Changes—Changes can break reports created by
users. Difficult to phase out deprecated SSAS reporting objects.
Use generic names for source reports used for PowerPivot
models; otherwise, report name changes break user‐defined
PowerPivot models.
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Tabular vs. Multi‐dimensional Considerations
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Tabular Solutions Multidimensional Solutions (e.g. cube)
Faster to market (design, test, deploy) Increased skillset, testing, time to market
No “off-ramp” capability to detailedreports
“Off-ramp” capability to external report detail,web pages, drill-through
No linked objects/dimension Reuse of dimensional objects across cubes vialinking
No many-to-many object relationships Complex relationships capable
Single-file model solution not
compatible with multi-developerdevelopment
Compatible with multi-developer configuration
management environments
DAX for query development (low-moderate skill set)
MDX for query development (advanced skill set)
Usable as a source for Power View
reporting
Not compatible with Power View
Dimensional properties not available inclient tools
Dimensional properties accessible in client tools
Code workaround necessary for role-playing dimensions
Direct support for role-playing dimensions
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Reportville (SSRS and SharePoint)
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Demo Screen Shots—ARCSelf ‐service access directly from Excel to 180+ dimensions and measures
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User Developed Content W/ ARC
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Demo Screen Shots—Power PivotUser defined models can contain information from several disparate data sources combined in a single model
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Workbox Solution
Duane Garrison
Enterprise, ES&H and Corporate Governance Systems
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Workbox Monitors Many Applications
17
Currently Being Monitored
Expense Report
Purchase Order
Training Accountability System
Tuition Aid
Personal Conflict of Interest
Performance Management Form
Purchase Requisition
Procurement Card
Foreign National Information System
Outgoing Classified Visits
Laboratory Electronic Signature System
Learning Input
Form
Course Data Assurance System
Buddy System
Cost Transfer Request
Employee Recognition Award
Job Openings & Offers
Contractor Badge
Requests
Purchase Order Reclassification
Incoming Visits
Medical Restrictions
Potential Applications Identified for On‐Boarding
Manager Daily
Compliance
Notifications
Classified Workstation Authorization (CWSA)
CSCS
Foreign National Interactive System (FNIS)
Accountable Classified Matter Engine (ACME)
Primary Hazards Screening (PHS)
Assurance Information
System
(AIS)
National Environment Protection Act (NEPA)
Maximo Notifications
Review and Approval
Relocation
Integrated
Service
Agreement
(Indirect
Cost
Pools
Tool)Access List
Invoice Approvals & Other Actions
Purchase Order Closing
Travel Card
Explosives Inventory System (EIS)
Verizon/Air Time
Fixed Assets(Property Accountability)
Manufacturing
WebCARS & DiGS (Computer Accounts)
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Exchange ServerCorp. Workbox ServiceDatabaseWeb Service
(Middleware)Web Interface
Web Service (SOAP)
Display Notifications
N o t i f i c a t i o n s f r o m M
o n i t o r e d S y s t e m s
Workbox
Notification
and Interaction Flow
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Thank you!
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