The Right Tool For The Job

Transcription

1 The Right Tool For The Job Kara Glasgow Project Manager

2 What is Business Intelligence?!

3 Define Benefits Know the Tools Define the Target Know Your Team Set the Path

4 SO Many Options With so many options, finding the best tool to build and deliver business intelligence requires an easy to understand decision framework.

5 Benefits of BI Tools

6 Three Categories Of BI Tools BI Tools Can Be Grouped Into 3 Broad Categories Guided Analysis & Reporting Self-Service BI Advanced Analytics

7 Three Categories of BI Tools Guided Analysis & Reporting Reporting & Alerts Dashboards Performance Mgt. BI Search Spread Sheet Integration

8 Three Categories Of BI Tools Self-Service BI OLAP Ad-hoc Analysis Data Discovery Data Visualization

9 Three Categories of BI Tools Advanced Analytics Predictive Analysis Statistical Modeling Big Data Analysis

10 Know the Tools

11 Know the Tools Foundations Understand the value provided your organization. Database Server Integration Services Master Data Services Data Quality Services Analysis Services

12 Know the Tools Delivery Understand the Value Provided Your Organization Excel PowerPivot Reporting Services Excel Services PerformancePoint Power View

13 Define the Target

14 Define the Target Know who you are targeting with your business intelligence effort. Tools Target Specific Groups of Users

15 Define the Target How much data is being Analyzed? Excel Alone Ideal for small to medium data sets (100s-approximately 1M records) PowerPivot for Excel Can handle large amounts of data (millions of records) Do you require highly customized report layouts? Do your power users have knowledge of data structures and relationships Excel report layout and flexibility This knowledge is not as critical because the free-format allows manual integration of data as needed Pivot Tables or Cube function to access PowerPivot data Users need a firm grasp of how the data relates so proper linkages can be identified or verified. Does your data need to be refreshed on a regular basis? Refreshing data is manual or requires macros Data can be refreshed and updated automatically if published to SharePoint

16 Define the Target Is the data coming from a single data source or multiple sources? Excel/PowePivot for Excel Excel and PowerPivot for Excel both allow for easy access to a variety of data sources. Report Builder Typically more suited to reporting using a single data source. Are my repots detail level or more summarized? Is the a need for pixel-perfect formatted reports? Generally better for more summarized reporting. More difficult to maintain formatting over time as data changes. Can handle either with control of precise layout. Designed for creating and printing highly stylized pixel-perfect reports. Do I need automated report distribution? No push capabilities for automatic distribution of reports. Reports reside in SSRS and can take advantage of robust report distribution

17 Define the Target Excel services/ PowerPivot for Excel Reporting Services PerformancePoint Services How important is look-andfeel Full power of Excel formatting. Highly customizable. Can create complex reports. Can lay out components as desired, but very little control over look of components. How important is interactivity? PivotTable interactivity for slice-and-dice. Typically more of a view-only type dashboard. Extensive interactivity. Is highly formatted printing needed? Printing is possible but may require some work to setup. Reports can be configured for easy printing. Printing and exporting to different file types is limited and can be difficult. Do I need to integrate noncorporate sourced data on the dashboard? Easily integrate corporate and non-corporate data on same dashboard. Limited ability for sourcing external data. Possible to integrate both on same Dashboard. Does the dashboard need advanced visualizations Limited to Excel Pivot Graphs. Provides ability to include Geospatial visualizations, charts and gauges Can combine visualizations from various sources

18 Know the Team Tools Require Specific Skills Know how the skills available to your organization align with the tools.

19 Know the Team Know the type of analysis they need to get the job done. Free Form Data Analysis Guided Data Analysis Structured Data Analysis

20 SET THE PATH Foundation Scope Planning

21 SET THE PATH Foundation Get your Data into SQL Server Design of Source Data is the Key to BI Success

22 SET THE PATH Scope Start Small Stay Focused

23 SET THE PATH Planning Growth: Expect Demand to Grow Revision: Expect Changes, it is Natural

24 Magic Quadrant 2016 Magic Quadrant for BI and Analytics Platforms

25 What s Changed

26 Leaders of the Pack

27 Strengths Cautions Execution Versatility Enablement Connectivity Interaction Pricing Support Limitations Complexity Integration

28 Strengths Cautions Complexity Enablement Implementation Network Cost Support Functionality

29 Power BI Strengths Cautions Delivery Cost Business Benefits Enablement Data Sources Deployment Size Capabilities Breadth of Use Sales Experience

30 Choosing the Right Tool Involve all Stakeholders Define Key Performance Indicators Ensure Ease of Use Maximize Accessibility Report Directly from Operational Systems

31 Selecting a Vendor What to Consider When Researching The customer Page Online Case Studies The Partners Page Download a Self Service Free Trial

32 Types of BI Tools Abraham Maslow was once quoted as saying If you only have a hammer, you tend to see every problem as a nail. Spreadsheets Reporting & Querying Software Online Analytical Processing Data Mining Data Warehousing Process Mining Digital Dashboards Decision Engineering Business Performance Management Executive Scorecards & Dashboards OLAP Analysis Ad hoc Reporting Operational Reporting Forecasting Data Mining Customer Intelligence

33 Microsoft Power BI Microsoft Power BI is the tip of a very large Microsoft business analytics iceberg. It includes the Azure machine learning platform, SQL Server Analysis Services, real time data streaming, and several Azure database offerings.

34 TCSC Can Help Architectural Design Data Environment Survey Deployment Design Software Installation & Configuration Data Integration Security Planning Data Modeling Report Design & Development Dashboards and Scorecards

35 LET S GET STARTED We re ready as soon as you are.

36 THANK YOU

37 Sources