Business Intelligence Overview. Bryon Brewer January 17, 2017

Transcription

1 Business Intelligence Overview Bryn Brewer January 17, 2017

2 What Is Business Intelligence? Business intelligence (BI) simplifies infrmatin discvery and analysis, making it pssible fr decisin-makers at all levels f an rganizatin t mre easily access, understand, analyze, cllabrate, and act n infrmatin, anytime and anywhere.

3 Business Intelligence in SharePint

4 SharePint BI Offerings SQL Reprting Services (SSRS) With Reprting Services, yu can create interactive, tabular, graphical, r freefrm reprts frm many different data surces. Reprts can include rich data visualizatin, including charts, maps, and sparklines. Yu can publish reprts, schedule reprt prcessing, r access reprts n-demand. Yu can select frm a variety f viewing frmats, exprt reprts t ther applicatins such as Micrsft Excel, and subscribe t published reprts.

5 Pwer View (Excel) Pwer View, a feature f SQL Server 2012 Reprting Services Add-in fr Micrsft SharePint Server Enterprise Editin, is an interactive data explratin, visualizatin, and presentatin experience. It prvides intuitive ad-hc reprting fr business users such as data analysts, business decisin makers, and infrmatin wrkers. They can easily create and interact with views f data frm data mdels based n PwerPivt wrkbks published in a PwerPivt Gallery, r tabular mdels deplyed t SQL Server 2012 Analysis Services (SSAS) instances. Pwer View is a brwser-based Silverlight applicatin launched frm SharePint Server that enables users t present and share insights with thers in their rganizatin thrugh interactive presentatins.

6 Pwer Pivt (Excel) PwerPivt fr Excel is an add-in that yu can use t perfrm pwerful data analysis in Excel, bringing selfservice business intelligence t yur desktp. PwerPivt fr Excel includes a windw fr adding and preparing data, and a PwerPivt tab n the Excel ribbn that yu can use t manipulate the data in an Excel wrksheet. Publishing PwerPivt wrkbks t SharePint has numerus benefits, but the primary benefit is that peple can slice and filter data in a server dcument in the same way that they d when using a lcal wrkbk in Excel.

7 Pwer Query (Excel) Bring in data frm many different surces Transfrm and query data

8 Pwer BI Feature Experience yur data. Any data, any way, anywhere Pwer BI is a clud-based business analytics service that enables fast and easy access t yur data a live 360º view f yur business data discvery and explratin insights frm any device cllabratin acrss yur rganizatin anyne t visualize and analyze data

9 Feature

10 Excel Services Excel Services makes it simple t use, share, secure, and manage Micrsft Office Excel wrkbks as interactive reprts in a cnsistent way thrughut the enterprise and create dashbards. With rich prgrammability capabilities, yu can take yur wrkbks further by extending yur wrkbks n the server and maintaining a single versin f the truth, all the while prtecting the intellectual prperty cntained within the spreadsheet.

11 Visi Services SharePint prvides the capability t create Web-based Visi visualizatins via Visi Services, which imprve the prcess f cnveying the status f a prcess r flwchart t business users and key decisin makers.

12 PerfrmancePint Create rich, dynamic and cntext-driven dashbards and screcards that display infrmatin frm cmpany-wide strategy t peratins with PerfrmancePint Services, all frm within a brwser. Empwer users t aggregate data frm multiple systems and cntent types (e.g., Excel wrkbks, reprts, unstructured infrmatin, etc.) t analyze trends and discver patterns, all in a single envirnment.

13 Key benefits and differentiatrs f Pwer BI Pre-built dashbards and reprts fr ppular SaaS slutins Real-time dashbard updates Secure, live cnnectin t yur data surces, n-premises and in the clud Intuitive data explratin using natural language query Integrated with familiar Micrsft prducts and utilizes cmmitment fr scale & availability in Azure Fast deplyment, hybrid cnfiguratin, secure, and integrated with existing IT systems.

14 Pwer BI Overview Data surces Pwer BI service SaaS slutins e.g. Salesfrce, GitHub, Ggle Cntent packs Natural language query Sharing & cllabratin On-premises data e.g. Analysis Services Organizatinal cntent packs Crprate data surces r external data services Azure services Azure SQL, Stream Analytics Excel files Wrkbk data / data mdels Pwer BI Desktp files Data frm files, databases, Azure, and ther surces Live dashbards Visualizatins Reprts Datasets Data refresh

15 Pwer BI Overview Data surces Pwer BI service SaaS slutins e.g. Salesfrce, GitHub, Ggle Cntent packs Natural language query Sharing & cllabratin On-premises data e.g. Analysis Services Organizatinal cntent packs Crprate data surces r external data services Azure services Azure SQL, Stream Analytics Excel files Wrkbk data / data mdels Pwer BI Desktp files Data frm files, databases, Azure, and ther surces Live dashbards Visualizatins Reprts Datasets Data refresh Pwer BI Desktp Pwer BI REST APIs Prepare Explre Reprt Share

16 What is Pwer BI Desktp? Create Pwer BI Cntent Cnnect t data and build reprts fr Pwer BI

17 Pwer BI Desktp Feature Prepare, explre, reprt and cllabrate with Pwer BI Desktp Prepare Reprt Explre Share & cllabrate Acquire and prepare data with extensive query capabilities Establish data structure and transfrm and analyze data Explre data in new ways thrugh a freefrm, drag-and-drp canvas Authr reprts with a brad range f mdern data visualizatins Publish interactive reprts t Pwer BI Available as a free, dwnladable desktp cmpanin t the Pwer BI service, Pwer BI Desktp is a visual data explratin and reprting tl

18 Pwer BI Desktp Prepare Feature Cnslidate data frm a brad range f surces Use Query functinality t cnnect t data frm a variety f surces beynd thse available frm pwerbi.cm Navigate data quickly with in-memry prcessing that ptimizes perfrmance Pare dwn datasets t nly what s needed by editing queries befre data lading Ability t autmatically find related tables when cnnecting t database surces Explre Data surces available thrugh Pwer BI Desktp File Database Azure Other Reprt Share & cllabrate Excel CSV XML Text Flder SQL Server Direct Query fr SQL Server Access SQL Server Analysis Services Oracle IBM DB2 MySQL PstgreSQL Sybase Teradata SQL Database Direct Query fr SQL Database SQL Data Warehuse Marketplace HDInsight Blb Strage Table Strage HDInsight Spark DcumentDB Web SharePint List Odata Feed Hadp File (HDFS) Active Directry Micrsft Exchange Dynamics CRM Online Facebk Ggle Analytics Salesfrce Objects Salesfrce Reprts ODBC appfigures GitHub QuickBks Online SweetIQ Twili Zendesk Spark Blank Query Mail Chimp

19 Pwer BI Desktp Feature Shape data int the frmat and structure yu need Prepare Transfrm data t fit yur needs using intuitive UI Cmmn data-shaping tasks Reprt Explre Share & cllabrate Select data fr inclusin Cleanse data and remve errrs Precisely tune the query step sequence: re-rder, add, edit r delete steps as needed Mdify data types t supprt specific calculatin requirements Very pwerful fr advanced scenaris such as Mashups Remve rws Rename/Remve tables and clumns Change a data type Delete Relatinships Pivt clumns and grup rws Mdify a table name Identify and fix errrs Merge r append queries t cmbine data frm multiple queries int a single query

20 Pwer BI Desktp Prepare Reprt Explre Share & cllabrate Feature Prduce rich data mdels using frmulas and relatinships Autmatically create a mdel by imprting data Desktp detects relatinships autmatically, categrizes data and applies default summarizatin Refine mdels t enable cmplex calculatins Create relatinships between tables manually r using the AutDetect feature Adjust relatinship type (1:1, many:many, m:1) and crss-filter data fr new insights Define calculatins knwn as measures t generate new fields fr use in reprts Use autmatically generated measures, create custm measures, r create Calculated Tables with Data Analysis Expressins (DAX) frmulas Develp advanced analytics using a cmbinatin f measures and relatinships Uncver crrelatins, highlight exceptins and understand business utcmes Apply cmplex schema and business lgic t create rich, reusable data mdels Create and mdify relatinships Define and use measures with DAX frmulas

21 Pwer BI Desktp Explre yur data with freefrm, drag and drp canvas Prepare Reprt Explre Share & cllabrate Feature Explre data in a variety f ways and acrss multiple visualizatins Select data elements and srt data Filter data and use crss-filter capabilities Drill int and acrss datasets Pivt and slice data Change visualizatin types Date srt and filters including Min & Max functins Ability t refresh all views with a single click Cpy/Paste queries t/frm Excel Imprved default srting Ability t srt the slicers KPI Cnsumptin when cnnecting t Analysis Services r imprting Excel Wrkbks with Data Mdel KPIs (Preview Feature) Select, transfrm and mashup data via a freefrm, drag-and-drp canvas Pwer BI Desktp allws yu t explre yur data and create insightful visualizatins n a freefrm canvas

22 Pwer BI Desktp Prepare Reprt Explre Share & cllabrate Feature Deliver valuable insights with custmizable visual reprts Visualize data and authr reprts Depict data in cmpelling reprts that tell stries using a range f interactive visualizatins Use data frm many surces in a single, cnslidated reprt Create relatinships via drag & drp between 2 tables Apply filters in visualizatin, page, and reprts Ability t drill dwn/up in clumn and scatter charts Supprt fr inserting Shapes in the Reprt canvas Expand/Cllapse All fr multiple tables in Fields pane Adjust reprts t fit varius screen sizes Rename and delete tables and clumns Supprt fr median, standard deviatin, and variance Ability t incrprate custm visualizatins Change clr, frmat and custmize Adjust Title, Backgrund Clr, Legend, Data Labels including clr saturatin values Change X-Axis label directin New visual clr frmatting with fixed and data driven settings Linear r Lgarithmic scales fr values in Y-axis Pwer BI Desktp allws yu t create and custmize reprts that tell visually cmpelling data stries

23 Pwer BI Desktp Feature Share reprts, visualizatins and data with a brad audience Prepare Save Pwer BI Desktp reprt files and easily publish them t Pwer BI Explre Share as apprpriate with ther Pwer BI users in yur rganizatin Reprt Changes t dashbards autmatically sync acrss all users Imprt Pwer BI Desktp file in Pwer BI service Cpy table, cells r clumns t clipbard Share & cllabrate Publish frm Pwer BI Desktp t Pwer BI service

24 Dem