Business Intelligence with the PI System and PowerPivot

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1 Business Intelligence with the PI System and PowerPivot Presented by Curt Hertler, Marketing Manager, OSIsoft Martin Freitag, Senior Developer, OSIsoft Copyright 2011 OSIsoft, LLC

2 Agenda Business Intelligence (BI) Technologies Multidimensional Data Analysis Operational Intelligence Introduction to Self-service BI PI AF PI OLEDB Enterprise 2010 Microsoft PowerPivot for Excel 2010 Microsoft SharePoint 2010 Enterprise Demonstration Additional Examples and Information Copyright 2011 OSIsoft, LLC 2

3 Business Intelligence (BI) Technologies Copyright 2011 OSIsoft, LLC 3

4 Multidimensional data analysis Quick, ad-hoc, aggregation of large amounts of interesting data (facts), based on user-selected criteria (dimensions), to identify opportunities for improvement. Copyright 2011 OSIsoft, LLC 4

5 Operational intelligence Copyright 2011 OSIsoft, LLC 5

6 Customer example: CFE Mexico Copyright 2011 OSIsoft, LLC 6

7 Introduction to Self-service BI Copyright 2011 OSIsoft, LLC 7

8 OSIsoft / Microsoft BI Stack Enterprise Enterprise or above PI for Office 2010 PI System 2010 Copyright 2011 OSIsoft, LLC 8

9 Self-service BI Toolkit for the PI System Facts and Dimensions PI AF (PI System 2010) Datasets for BI Data Extraction PI OLEDB Enterprise 2010 (PI for Office 2010) Desktop Analysis and Cube Configuration Microsoft PowerPivot for Excel 2010 Enterprise Accountability Microsoft PowerPivot for SharePoint 2010 Microsoft SharePoint 2010 Enterprise Microsoft SQL Server 2008 R2 Enterprise or above Copyright 2011 OSIsoft, LLC 9

10 Example: Product inventories Copyright 2011 OSIsoft, LLC 10

11 PI AF Associates facts and dimensions Facts Attributes PI Point Formula Other Dimensions Hierarchy Templates Categories Copyright 2011 OSIsoft, LLC 11

12 PI AF Associates facts and dimensions Facts PI AF Attributes Volume Product Product Group Copyright 2011 OSIsoft, LLC 12

13 PI AF Associates facts and dimensions Dimensions PI AF Hierarchy Region Terminal Tank Copyright 2011 OSIsoft, LLC 13

14 PI OLEDB Enterprise 2010 PI SQL Commander Copyright 2011 OSIsoft, LLC 14

15 PI OLEDB Enterprise 2010 Facts PI AF Attributes Copyright 2011 OSIsoft, LLC 15

16 PI OLEDB Enterprise 2010 Dimensions PI AF Hierarchy Copyright 2011 OSIsoft, LLC 16

17 Microsoft BI Vision and Strategy Democratizing Business Intelligence Improving organizations by providing business insights to all employees leading to better, faster, and more relevant decisions. Delivered through a familiar environment Integrated into business productivity infrastructure Built on a trusted and extensible platform Copyright 2011 OSIsoft, LLC 17

18 Microsoft PowerPivot for Excel 2010 Add-In for Excel Accessible Copyright 2011 OSIsoft, LLC 18

19 Microsoft PowerPivot for Excel 2010 Add-In for Excel Accessible Supports very large datasets from a variety of sources. Scalable Copyright 2011 OSIsoft, LLC 19

20 Microsoft PowerPivot for Excel 2010 Add-In for Excel Accessible Supports very large datasets from a variety of sources. Scalable Relationships and calculations (DAX 1 ) are easily defined. Configurable 1. Data Analysis Expression Language Copyright 2011 OSIsoft, LLC 20

21 Microsoft PowerPivot for Excel 2010 Add-In for Excel Accessible Supports very large datasets from a variety of sources. Scalable Relationships and calculations (DAX 1 ) are easily defined. Configurable Data cube created and stored with spreadsheet. Personal 1. Data Analysis Expression Language Copyright 2011 OSIsoft, LLC 21

22 Microsoft PowerPivot for Excel 2010 Add-In for Excel Accessible Supports very large datasets from a variety of sources. Scalable Relationships and calculations (DAX 1 ) are easily defined. Configurable Data cube created and stored with spreadsheet. Personal Analytical functionality supported in SharePoint Organizational Data refresh may be scheduled. Timely 1. Data Analysis Expression Language Copyright 2011 OSIsoft, LLC 22

23 Multidimensional Data Cube Dimensions Terminal Region Tulsa Wichita Benton Clemont Great Plains Michigan Midwest South Central Time RON $ RON $ RON $ RON $2340 Hour 87,560 Kero. $ ,132 No. 2 $ ,132 No. 2 $ ,,360 Kero. $7360 Month 87,565 Prop. $ ,561 Ethanol $ ,500 LPG. $ Prop. $2360 Shift T-445 SS Storage Tank Facts Net Volume (BBL) Product Value ($) Copyright 2011 OSIsoft, LLC 23

24 Demonstration Copyright 2011 OSIsoft, LLC 24

25 Widening gap between EndUser and IT Information Workers Tasks End Users IT Professionals I m not exactly sure what I need but I know..i need it now! If I help this time I m stuck maintaining it forever.. Access to various kinds of corporate data Mix in their own data Organize, present, share Get instantly informed Ensure data is secure and consistent Keep systems running Track data access & usage Copyright 2011 OSIsoft, LLC 25

26 Information workers' needs End Users IT Professionals Like/require systems, which offer/are: Taking data of almost any size from almost anywhere Self service analysis and reporting Simple, intuitive Self service access and contextual insights. Appreciate systems, which are: Maintainable (centralized) Secure Highly available and scalable Open to industry standards Copyright 2011 OSIsoft, LLC 26

27 Gemini technology Excel hosted client + in memory BI engine SharePoint for managed collaboration Copyright 2011 OSIsoft, LLC 27

28 Demo PowerPivots allow Summarize and group raw, tabular data Categorical and Numeric data in Excel Contextual and Time Series in the PI System Demo Environment Local PI Server 2010 with an PI AF database representing oil inventories in various location of the US PI OLEDB Enterprise Excel 2010 with the PowerPivot AddIn Copyright 2011 OSIsoft, LLC 28

29 Additional Examples and Information Copyright 2011 OSIsoft, LLC 29

30 Additional Examples Come Learn More Tonight! OSIsoft Product Expo 18:30 20:30 Feedstock Analysis IT Network Analysis Energy Management Performance Profiling Copyright 2011 OSIsoft, LLC 30

31 Additional Information OSIsoft Resources Recorded vcampus Presentations Personal BI with PI DataLink and Office 2010 Building a BI Infrastructure Part 1: Warehousing, ETL, and Cube Building Building a BI Infrastructure Part 2: Visualization, Analysis, and Personalization Prescriptive Architecture Guides Microsoft Resources PowerPivot (www.powerpivot.com) CFE Case Study (www.microsoft.com/casestudies/microsoft-sharepoint-server- 2010/Comisi-n-Federal-de-Electricidad-CFE/Mexico-s-Electrical-Utility-Sees-Saving- Millions-of-Dollars-through-Collaborative-BI/ ) Windows Azure DataMarket (datamarket.azure.com) Copyright 2011 OSIsoft, LLC 31

32 Copyright 2011 OSIsoft, LLC

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