Unleashing Business Insight and Data Mining with Excel 2007 and SQL Server 2005 Analysis Services

Transcription

1 Unleashing Business Insight and Data Mining with Excel 2007 and SQL Server 2005 Analysis Services Loke Han Pin Senior Consultant Microsoft Consulting Services Microsoft Hong Kong Limited

2 Strategy Consulting Services Technical Consulting Services Microsoft Services Overview Enterprise Strategy Consulting IT Planning Platform Value Realization Enterprise-wide Architecture Business Architecture Program Planning & Management Microsoft Consulting Services Assessment & Review Services Planning, Architecture & Design Services Operations Consulting Customized Engagements Technical Support Services Microsoft Services Premier Support Direct Support Relationship Preventative Services Problem Resolution Support Knowledge Transfer and Workshops

3 Some Common Fatal Flaws of BI Projects Disconnect between IT and Business From IT Perspective If I build it, they will come They don t understand BI I ll show them From Business Perspective Give me everything I don t know what I want just build something... I ll know it when I see it Not Realising that BI needs to Evolve Data Quality Issues We don t have one And many more

4 Bridging the Gap Quickwin for BI Business Agility Data Quality Business Insight Quickwin for BI The First Step Business Users Drive Sales Security & Maintenance IT Data Model

5 Week 1 Week 2 Week 3 Week 4 What to Expect Kickoff Scenario Identification Begin Development Development Checkpoint 1 User Feedback Development Checkpoint 2 User Feedback Deployment Planning Complete Development Testing and Deployment Roadmap Discussion Closeout

6 Agenda Analysis Services 2005 Overview The Life of a Data Analyst with Excel 2007 and AS 2005 Handling Information Overload and Navigation Data Presentation Going Beyond Reporting Summary

7 Session Pre-requisites Knowledge of SQL Server 2005 Analysis Services UDM, KPI, Named Sets, Hierarchies, Attributes, Calculated Measures Hopefully some if not all of the terms above sounds familiar Basic Knowledge of Excel Pivot Tables, and how it interacts with SQL Server OLAP

8 XML/A or ODBO Analysis Services Architecture SQL Server Datamart Analysis Services Spreadsheets BI Front Ends Teradata DW UDM Ad-Hoc Reports Oracle DB2 LOB Cache Rich Reports Dashboards

9 Information Overload and Ease of Navigation Meta-Data Overload I just want to see what is relevant Excel can t support more than 256 columns What if I need to see by days? Pivot Tables are great, but I wish I could filter data a little differently

10 Getting to the Right Data Easily Excel 2007 Pivot Table, Member Properties Tooltip, Grouping of Measures, Dimensions, Folders Named Sets, Advanced Filtering,

11 Data Presentation Data Formatting Pivot Table Structure doesn t allow me to create a custom report format Data Visualisation There is so much data, how can I spot exceptions So is that figure good or bad? My users want to choose which language to display their excel reports

12 Data Presentation in Excel 2007 Server-side Formats, KPI, Cube Functions in Excel 2007, Multiple Languages

13 Beyond Reporting Getting to the bottom of it So what is the cause of this downward trend? Discovering hidden patterns The power of Foresight

14 What is Data Mining An analytical procedure Machine learning of patterns in data Application of patterns to new data

15 An analytical procedure Machine learning of patterns in data Application of patterns to new data 6/21/

16 Beyond Reporting Actions, Data Mining Add-in for Excel 2007

17 In Short For Business Users Excel 2007 provide greater flexibility and power for better data navigation, presentation, and data analysis with low barrier of entry For IT and Developers Excel 2007 and Analysis Services 2005 work together seamlessly, allowing you to deliver a more powerful BI solution, with little development and maintenance overhead

18 Summary Excel is no longer the Poor man s Choice of Frontend Tool For SQL Server BI Strong Integration Between Excel and SSAS Rich, Powerful, Flexible, Low Cost of Ownership Understand how to customise SSAS to support Excel User s Needs Server side formatting, KPI, Attribute Display Folder, Language Translation,

19 Additional Resources General Analysis Services Information Whitepapers (Excel 2007 and Analysis Services 2005) 641ed89edb6c&displaylang=en SQL 2005 Data Mining Add-in for Office b17f3c4c51&DisplayLang=en US&EventID= &CountryCode=US (Webcast) Webcasts microsoft.com/events/series/sqlserverbi.mspx US&EventID= &CountryCode=US Virtual Lab (Excel 2007 and Analysis Services 2005) entcategory=3&culture=en-us&countrycode=us

20 . Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21 Appendix Slides For Reference

22 Empower any business user with predictive analysis capabilities directly in Excel 2007 Hiding the complexity of data mining behind easy to use end user tools : Highlight Exceptions Detect Categories Key Influencers Forecasting What If Goal Seeking Fill from Example

23 Highlight exceptions Detect categories Key influencers Forecasting What if Goal seek Fill from example Highlight Expectations Enables users to detects instances in the data set falling outside expected values Highlights the rows containing the exception Emphasizes the actual value of the row likely to cause the exception

24 Highlight exceptions Detect categories Key influencers Forecasting What if Goal seek Fill from example Detect Categories Help users to identify and categorize manageable sets of data based on common properties Generates detailed report describing the discovered categories Enable re-labeling of categories with meaningful naming for further analysis

25 Highlight exceptions Detect categories Key influencers Forecasting What if Goal seek Fill from example Analyze Key Influencers Detects the key characteristics influencing a certain outcome Generates report ranking the key influencers based on importance Enable users to compare key factors influencing the behavior each set of distinct values

26 Highlight Exceptions Detect Categories Key Influencers Forecasting What If Goal Seek Fill from Example Forecasting Enables users to forecast behavior based on data in selected table Adds forecasted values to the original table and apply highlights Generates charts displaying present and forecasted evolution of the series.

27 Highlight Exceptions Detect Categories Key Influencers Forecasting What If Goal Seek Fill from Example What If Analysis Enables users to gain insight into the impact of a potential change Evaluates how changes applied to one value impacts other values of the data set.

28 Highlight Exceptions Detect Categories Key Influencers Forecasting What If Goal Seek Fill from Example Goal Seek Analysis Enables users to better understand the underlying factors that are to be change to achieve a desired change Complementary to the What-If tool

29 Highlight Exceptions Detect Categories Key Influencers Forecasting What If Goal Seek Fill from Example Fill from Example Help users automatically complete a partially populated column based on patters in the table Generates in a report explaining detected patterns Enable users to re-running the tool to refine patterns as more knowledge is acquired

30 Table Analysis Tools for Excel

31 A complete data mining model development lifecycle directly within Excel 2007 Offers a complete set of tools enabling the more advanced user to: Prepare Data Create models from Office Excel data Test models Explore models Manage models Predict from Office Excel data Import prediction results into Office Excel

32 Data Mining Client for Excel Data Source

33 Render data mining graphical views as Visio diagrams Interaction Annotation Publishing

34 Microsoft SQL Server 2005 Data Mining for Office 2007 Microsoft SQL Server 2005 Analysis Services SQL Server 2005 Analysis Services SP2 Client components (included with Office 2007) Server Microsoft SQL Server 2005 Data Mining Add- Ins for Office 2007 Part of Feature Pack for Microsoft SQL Server 2005 SP2 Microsoft Office Excel 2007, Office Visio 2007