Mobile BI with Microsoft Tools

Transcription

1 Mobile BI with Microsoft Tools Andrea Martorana

2 Thank you to our AWESOME sponsors! 2 10/12/2016 SQL Saturday Slovenia

3 About me Andrea Martorana Tusa Analyst programmer working in IT department of Banco Popolare. Focused on all the applications involved in Human Resources management. Skills: SQL Server & Oracle development, data warehousing, reporting, BI, Analysis Services, C#, R. MCTS SQL Server Developer. Speaker at SQL Saturdays, SQL Nexus, SQL Konferenz, MSCloudSummit, PASS DW/BI VC, PASS Italian Virtual chaper, author on sqlservercentral.com, UGISS (User Group Italiano SQL Server). 3 10/12/2016 SQL Saturday Slovenia

4 Agenda The new platform for mobile Business Intelligence Mobile with new Report Publisher (SQL Server 2016) Mobile with Power BI Choosing the right tool Preview: Power BI on-premises Q & A 4 10/12/2016 SQL Saturday Slovenia

5 Microsoft reporting roadmap During PASS Summit 2015, Microsoft revealed its strategy to harmonize reporting content types across platforms and systems. They set up the guidelines of future developments for BI reporting. One of the key features announced was the introduction of mobile reports, that is reports optimized for mobile devices. Microsoft Business Intelligence our reporting roadmap /12/2016 SQL Saturday Slovenia

6 The four BI report types 1) Paginated Reports. Standard pageformat report type, with many elements and complex business logic. Built with Report Builder or SSDT (Visual Studio). 2) Interactive Reports. Made of different objects (tiles) that allow dynamic and interactive visualizations. Built with Power BI Desktop. Microsoft Business Intelligence our reporting roadmap /12/2016 SQL Saturday Slovenia

7 The four BI report types 3) Mobile Reports. Specially optimized for mobile devices with simple logic and few elements. Built with Mobile Report Publisher (former Datazen) and Power BI. 4) Analytical reports and charts. Created with Excel directly by end users. Microsoft Business Intelligence our reporting roadmap /12/2016 SQL Saturday Slovenia

8 The four BI report types Today we focus on mobile reports 8 10/12/2016 SQL Saturday Slovenia

9 Support for mobile reports According to the new model, SQL Server Reporting Services 2016 is the comprehensive platform for on-premises BI report delivery. In this release, Microsoft added support for mobile reports and KPI. Microsoft Business Intelligence our reporting roadmap /12/2016 SQL Saturday Slovenia

10 Unified Mobile BI experience The Microsoft promise Whether using SQL Server Reporting Services on-premises, Power BI in the cloud, or both as your report delivery solution, there is a single mobile application for consumption of all mobile reports. All of your mobile BI content is at your fingertips from within a single, unified mobile app to deliver insights any way, anywhere and from any device... Microsoft Business Intelligence our reporting roadmap /12/2016 SQL Saturday Slovenia

11 Towards integration From parallel convergences to integration SSRS Datazen Power BI 11 10/12/2016 SQL Saturday Slovenia

12 How can we create mobile reports? Based on the new vision and development strategy, Microsoft BI offer for mobile reporting is now made up of the following tools: - SQL Server 2016 Mobile Report Publisher (former Datazen) On-premises - Power BI Cloud 12 10/12/2016 SQL Saturday Slovenia

13 Placement for mobile BI reporting according to Microsoft 13 10/12/2016 SQL Saturday Slovenia

14 Mobile Report Publisher 14 10/12/2016 SQL Saturday Slovenia

15 Mobile Report Publisher SQL Server Mobile Report Publisher is the new reporting tool expressly dedicated to create and delivery mobile BI. It is based on Datazen technology a company acquired from Microsoft on April Datazen products were merged into SQL Server 2016 to build a complete BI platform for viewing reports on phones and tablets. With Mobile Report Publisher developers can easily realize reports, dashboards and KPIs and publish immediately on every device. Everything integrated natively into SQL Server Reporting Services /12/2016 SQL Saturday Slovenia

16 Mobile Report Publisher Mobile Report Publisher key features are: Quickness and simpleness. It's really easy to use Unified dashboards designer for any visualization KPI repository Native apps for all mobile platforms (Windows, ios, Android) Direct browser access via HTML5 rendering Automatic rendering in any screen size Data sources availability 16 10/12/2016 SQL Saturday Slovenia

17 Mobile Report Publisher Dashboards are built locally on developer's computer using the Publisher app and then published on Reporting Services server. Contents are accessed via mobile clients and web browsers which connect to SSRS server securely /12/2016 SQL Saturday Slovenia

18 Mobile Report Publisher What do I need to publish reports? To create and publish reports you need: SQL Server 2016 Mobile Publisher on your pc SQL Server 2016 Reporting Services with: o A data source o A dataset Power BI app on mobile devices (smartphone, tablet) 18 10/12/2016 SQL Saturday Slovenia

19 DEMO SQL Server 2016 Mobile Report Publisher: create a data source create a dataset create a report connect to a server publish and display reports on the server access reports from mobile device 19 10/12/2016 SQL Saturday Slovenia

20 DEMO Scan QR code! Username : reportuser Password: Qwerty /12/2016 SQL Saturday Slovenia

21 Pro & Cons Why use Mobile Report Publisher for mobile BI It's made to this. Fits natively for every device Low learning path Rapid dashboards creation and development Easy delivery method Many data sources available Corporate security and profiling. Reporting Services authentication rules Free (bundle with SQL Server) Why not use Mobile Report Publisher for mobile BI Simple business logic No objects behavior personalization Simple navigation Needs a app to be executed Need IT professional to set up and configure server application No data manipulation allowed. Query must be prepared in advance Manages little volumes of data 21 10/12/2016 SQL Saturday Slovenia

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23 Microsoft Power BI is the new cloud-based business analytics service that helps create live operational dashboards from on-premises and cloud data in one central location that you can access across a range of devices. With Power BI you can: Create stunning interactive reports Monitor your business at a glance Transform, analyze and visualize data 23 10/12/2016 SQL Saturday Slovenia

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26 Architecture Three basic objects type: Datasets: collection of data (tables). All tables of in a dataset can be completed with relationships, measures, calculated columns, etc. Reports: visualization tools arranged on a page Dashboards: collections of tiles pinned from reports /12/2016 SQL Saturday Slovenia

27 Mobile App Developed for monitor users business, get fast answers, gain and share business insights with rich visuals. Available on 27 10/12/2016 SQL Saturday Slovenia

28 Optimized phone view Create a phone-optimized view setting layout for your reports and dashboards. Power BI Desktop - Reports Power BI Service - Dashboards 28 10/12/2016 SQL Saturday Slovenia

29 How to get started Open the app. Sign in and choose what you want to see Choose My Workspace and tap on the dashboard you want to open 29 10/12/2016 SQL Saturday Slovenia

30 DEMO create a report in Power BI Desktop set layout in Power BI Desktop publish to Power BI Service set dashboard layout in Power BI Service consume via mobile app 30 10/12/2016 SQL Saturday Slovenia

31 User experience With Power BI mobile app, users can: Have live access to dashboards, reports and KPI, either on cloud or on premises Interact and navigate tiles, to get data insights Sort charts and data Drill through inside mobile reports and KPIs or navigate to external URL Stay up-to-date with data-driven alerts Share dashboards with other users Collaborate and interacts with groups and content packs Annotate and share a snapshot of a single tile Create picture tiles into dashboards Scan a Power BI QR code (generated by Power BI Service) 31 10/12/2016 SQL Saturday Slovenia

32 Excel publisher With Microsoft Power BI publisher for Excel, you can take snapshots of your most important insights in Excel, like PivotTables, charts, and ranges and pin them to dashboards in Power BI /12/2016 SQL Saturday Slovenia

33 DEMO inviting teammates and sharing dashboards send and comment tile snapshots setting data alerts working with groups geographic and location filtering publish tiles from Excel scan QR code 33 10/12/2016 SQL Saturday Slovenia

34 DEMO Scan Power BI generated code... or try the Publish to Web service 34 10/12/2016 SQL Saturday Slovenia

35 Pro & Cons Why use Power BI for mobile BI Fits perfectly on every device Lots of data sources both on-premises and on-line Advanced data modeling and manipulation (Power Query, M language) Simple report and dashboards creation and development Easy delivery method Customizable layout High interactivity with tiles User custom visuals Suitable for expert users to perform Self Service Analysis. No need for IT professionals Why not use Power BI for mobile BI Cloud service For working on-premises, it needs a gateway No direct real time acess to data. It needs a gateway for connection Needs a app and a login to be executed User profiling and visibility rules No easy way to deliver contents within a Corporate Needs a third-party tool to deliver app updates No subscriptions Cost for Pro license (9,99$ month/user) 35 10/12/2016 SQL Saturday Slovenia

36 What about PASS Summit 2016? /12/2016 SQL Saturday Slovenia

37 What about PASS Summit 2016? During PASS Summit 2016, has been announced the forthcoming integration of Power BI reports into Reporting Services This is the last step of the roadmap, to allow user save and deploy Power BI reports on-premises and not on the cloud /12/2016 SQL Saturday Slovenia

38 DEMO Power BI reports on-premises Currently is only available a technical preview on an Azure Virtual Machine to find and provision from Azure Marketplace. The VM has limited features and a default set of data, just to show the new functionality. There is no advice about the release of this long-waited feature /12/2016 SQL Saturday Slovenia

39 Conclusions: choosing the right tool What's the scope of every tool? Are there overlaps? SQL Server Mobile Report Publisher: mobile, on-premises dashboard, with high interactivity and few elements. Fitted for distributed mobile Corporate BI Power BI: hybrid reports and dashboards, integrating data from both on-premises, Internet and cloud data sources. Highly customizabile and advanced data shaping. Fitted for Self Service BI, data analyst, and groups collaboration 39 10/12/2016 SQL Saturday Slovenia

40 Conclusions: choosing the right tool There isn't one tool that fulfils every requirement. The choice depends on your expectations, your needs and your organization's infrastructure. If you are... A company that needs to distribute summary reports and dashboards to users with some metrics clearly visible. Then you should use... A company, an individual, a small group of users who need to compare data from many sources, analyze data, manipulate data, build custom visualizations of data, share them with other user and draw a synthesis from data. Then you should use... Mobile Report Publisher 40 10/12/2016 SQL Saturday Slovenia

41 Conclusions: what is best for IT (low) requirements Storing data on-premises Data sources and connections availability Managing big data volumes Security, authentication and profiling Querying transforming and formatting data Retrieving data from multiple sources even on the web Report authoring easiness and quickness Delivery model and mobile fruiction Off line access 41 10/12/2016 SQL Saturday Slovenia

42 Conclusions: what is best for Navigability and drill-down KPI repository Self service analytics and data discovery Mapping Customization and branding Collaborative features; groups, sharing... Subscriptions Printing layout Cost 42 10/12/2016 SQL Saturday Slovenia

43 Resources Microsoft Business Intelligence our reporting roadmap Introducing mobile reports and a brand-new web portal Create mobile reports with SQL Server Mobile Report Publisher New Mobile Report Publisher preview now available /12/2016 SQL Saturday Slovenia

44 Q&A Questions? 44 10/12/2016 SQL Saturday Slovenia

45 Thanks! 45 10/12/2016 SQL Saturday Slovenia

46 Sponsors Gold sponsors: Silver sponsors: Bronze sponsors: 46 10/12/2016 SQL Saturday Slovenia