Can t We Just Get Along? Making SSRS, Power BI and Excel Play Well Together. Paul Turley Microsoft MVP, Principal Consultant, Intelligent Business

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1 Can t We Just Get Along? Making SSRS, Power BI and Excel Play Well Together Paul Turley Microsoft MVP, Principal Consultant, Intelligent Business

2 Technical Assistance If you require assistance during the session, type your inquiry into the question pane on the right side. Maximize your screen with the zoom button on the top of the presentation window. Please fill in the short evaluation following the session. It will appear in your web browser.

3 Thank You to Our Sponsors Quest helps our customers reduce tedious administration tasks so they can focus on the innovation necessary for their businesses to grow. Quest solutions are scalable, affordable and simple-to-use, and they deliver unmatched efficiency and productivity. Combined with Quest s invitation to the global community to be a part of its innovation, as well as our firm commitment to ensuring customer satisfaction, Quest will continue to accelerate the delivery of the most comprehensive solutions for Azure cloud management, SaaS, security, workforce mobility and data-driven insight. Melissa Global Intelligence provides data quality and identity resolution tools for SQL Server and.net to perform the tasks of ensuring new incoming data is in good condition and maintaining data quality over time. Utilizing comprehensive reference datasets, Melissa solutions verify, standardize, dedupe, enrich, geocode and update global contact data including address, name, and phone data. Since 1985, Melissa has helped businesses of any size improve data management, data governance and business analytics with clean, reliable and actionable data. Melissa is a Registered Microsoft Partner with international offices in the U.K, Germany and India. Nutanix makes IT infrastructure invisible with an enterprise cloud platform that delivers the agility and economics of the public cloud, without sacrificing the security and control of on-premises infrastructure. Whether upgrading existing infrastructure or deploying new environments, Nutanix is the ideal solution for virtualized SQL Server deployments. Consolidate SQL Server databases and VMs onto a single converged platform Run Microsoft SQL Server with other critical workloads, without sacrificing performance or reliability Remove the complexity and reduce the costs of traditional storage Eliminate planned downtime and protect against unplanned issues to deliver continuous availability Keep pace with rapidly growing business needs

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6 Paul Turley Microsoft Data Platform MVP Microsoft MVP for nine years. About 20 years of professional experience with data reporting, analytics and Business Intelligence solutions SqlServerBi.Blog Author SQL Server 2016 Reporting Services with Mobile Reports and 14 other titles (author or co-author) linkedin.com/in/pturley twitter.com/paul_turley Professional Consultant and Trainer Numerous industry certifications; specializing in Power BI, SQL Server BI, Reporting Services, Analysis Services and solution development

7 Can t We Just Get Along? Making SSRS, Power BI and Excel Play Well Together Choosing the right reporting tool can be a challenge but can different reporting tools be blended to create a unified solution? Learn the strengths and limits of each; for Self-service, ITdriven and Business-Driven BI, reporting and analytics. We ll review an actual solution to see how these tools are being used together to meet the needs of users and technical professionals in different roles in a large organization.

8 DEMO Integrated BI User Experience Central Power BI dashboard: Power BI standard reports, self-service Analyze in Excel Excel reports slicers & filters SSRS Paginated report

9 The Microsoft Reporting & Analytic Platform Excel Report Designer (SSDT) Report Builder Mobile Reports Power BI

10 Myths EXPORT TO EXCEL Some day Reporting Services will export perfectly to Excel with formulas and precise column alignment THE UBER TOOL Microsoft has a master plan to consolidate all of their reporting tools into one big super tool that does everything imaginable, with ease USERS CAN DO ALL THEIR OWN REPORTING Eventually, every single user in our organization will use self-service reporting tools to import, model and visualize data to meet all of their business reporting needs

11 Facts EXCEL FOR ANALYSIS Excel is an incredibly powerful analytic reporting tool when paired with SSAS, Power BI or Power Pivot PAGINATED STANDARDIZED REPORTING Reporting Services is and will remain the primary reporting design product for paginated and high-fidelity report design POWER BI IS THE FUTURE Microsoft s commitment to Power BI is significant and it is here to stay. The product is ranked as the industry leader. Updates are delivered at least monthly. Near 1,000 features were introduced since Power BI Desktop/service shipped just two years ago. Power Query & in-memory Tabular modeling, visual libraries are mature, durable technologies.

12 Reporting Modes and Objectives Maturing reporting tools are becoming more versatile One tool cannot and will not ever fit every reporting need SELF-SERVICE REPORTING ANALYTICAL REPORTING OPERATIONAL REPORTING Enabling and supporting business users to manage their own reporting needs can reduce the burden on IT and report developers. Self-service users must have an appetite for independence, problem-solving skills, and will need training and support. Success factors vary in different business cultures. True Business Intelligence solutions are implemented using analytic reporting and data modeling technologies. Analytic capabilities like Timeseries, Time-series, Statistical functions, correlation & forecasting require specialized data models that may exceed the features of relational databases. Many conventional business reporting scenarios require standardized reporting and data storage solutions. These include paginated reports optimized for printing, multipage reports and forms.

13 Reporting Scenarios Standardized dashboards & reports with Power BI Self-service data analysis with Power BI Self-service data analysis with Excel Standardized & operational reports with SSRS Paginated Analytic & dashboard reports with SSRS Paginated Mobile-optimized analytic reports with SSRS Mobile Reports

14 DEMO Power BI: Self-service & standardized reporting

15 DEMO SSRS Paginated: Operational & dashboard reports

16 Business Leaders Summary Detail

17 Mobile Users

18 Report & Visual Types by User Role Summary Detail Executives Leaders Managers Supervisors Analysts Marketing Specialists Scientists Employees Customers

19 DEMO Excel: Self-service & standardized reporting

20 SQL Server Editions & Features SQL Server Enterprise Edition with Software Assurance Power BI on-premises hosting Unlimited Power BI sharing in organization SSRS Mobile Reports SSRS Datadriven subscriptions SSAS advanced features & DirectQuery SQL Server Standard Edition SSRS most features SSAS most features Power BI Pro Subscription (any data sources) Shared Power BI content Shared Power BI content Publish from Excel Analyze in Excel

21 Multi-page / Page breaks Control of all style/layout properties Export to PDF Export to Excel Export to PowerPoint Analyze in Excel pivot table Optimized for tablet / touch Optimized for phone / touch IT Developer designs Advanced report designer Advanced spreadsheet analyst designs Planner / Statistical designs Integrated data load & transformation Integrated data modeling Highly-interactive visuals User changeable visuals Custom visuals library available Subscriptions (sent on schedule) Alerts (sent on data condition) Drill-down to detail (same report) Drill-through navigation Drill-through w/parameters/context Natural language Q&A SQL Server Standard edition SQL Server Enterprise edition Power BI Pro Subscription Reporting Tools & Capabilities Format & Export Role & Use Case Capabilities Licensing Req. Product/Tool Power BI Desktop 2 x X X X X X X X Free Power BI Service 2 X X X X X X x X X X X X X x X x X SSRS Paginated Reports w/ssdt X 3 X X X x X X X X X X X X SSRS Paginated Reports w/report Builder X 3 X X X x X X X X X X SSRS Mobile Reports 1 X X x x x x X Excel connected to SSAS 1 - X X x x x x x x

22 Rules, Guidelines & Recommended Practices Analytical & Self-service Reporting Operational Paginated Reporting Data modeling & quality are key to success Power BI is a great way to get started, easily. It may or may not meet all your business reporting needs. Depending on scale, security & governance needs; consider upgrading models to SSAS and blending reports with Excel & SSRS. SSRS offers both SSD/Visual Studio designer for developers and Report Builder for advanced report writers. Consider SSRS Mobile Reports for standardized mobile along with Power BI. When security, volume & scale become serious requirements, move to enterprise-ready tools & disciplines. Modeling technologies may include Power BI Premium or SSAS Tabular. Data governance may be enforced through MDM practices.

23 QUESTIONS?

24 Coming up next! Virtual CPUs: Right to Ludicrous Speed David Klee

25 THANK YOU FOR ATTENDING

26

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