TF04 - Leveraging SQL Server Business Intelligence Tools

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1 TF04 - Leveraging SQL Server Business Intelligence Tools PUBLIC INFORMATION Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

2 Le Roy Howe Commercial Engineering PUBLIC INFORMATION Follow RSTechED on Facebook & Twitter. Connect with us on LinkedIn. Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

3 3 Self Service Reporting Self Service Reporting Overview Application Notes PowerPivot Power View Report Builder

4 4 The Microsoft Self-Service Reporting Stack A perfect ad hoc reporting tool is the goal and Microsoft has a lot of tools. PowerPivot Excel Add in Power View PowerPoint Excel Add in 2013 SQL Server 2012 Report Builder PerformancePoint SharePoint Enterprise

5 5 Tool Summary Requirements Reporting Tools Summary Plant Floor Reporting Report Builder Tabular data, forms, dashboards, requires expertise but does not prevent users from accessing advanced features. Power View Table, matrix and forms. PowerPivot / Excel Charts, pivot tables integrate multiple sources with refresh. Easy to use. Ad Hoc PowerPivot / Excel Ideal for summarizing data using slicers to change pivot tables and charts dynamically. Report Builder Report wizards integrated with query designer enabling simple table, matrix and chart reporting. Any user can take advantage of these base features now. Power View Easy to use, dynamic visual tool needs a data model. Dashboards PerformancePoint Decomposition tree is a fantastic way to explode details in a visually stunning and impactful display. Report Builder Business users can assemble a report from report parts simply. Report Parts and advanced features usually require IT.

6 6 PowerPivot PowerPivot Combine data and perform calculations on large data sets from your desktop. Portable and fast Slicers, filters, charts Supports DAX (Data Analysis Expressions) Feels like Excel expressions All data is loaded on the your computer in a compressed format enabling you to work with several million rows of data.

7 7 Power View Power View Add charts, trends and create tables / matrix reports quickly Change them from one type to the other Visually enhanced charts

8 8 Report Builder Business user focus Create charts, tables and others Quick and easy Show case what every use should be able to accomplish Assemble Report Parts

9 9 Data Source FT Metrics Factory Talk Metrics Basic Track and Trace Batch system including mixer, oven and packaging. We will focus on the Mixer. Standard Configuration Metrics Event Configuration. Reporting Options

10 10 Configuration Overview Record Batches in total with component usage including cost. Create one event for each component. Actual lbs. Recipe / Target lbs. Metrics configuration Event Data Summary No summarization Event Trigger on high transition standard batch complete bit. Event Value Start Value any component value Machine State / Faults none Reporting Assign a severity level for report filtering. Notice the event description and category names.

11 11 Event Data Summary Tab

12 12 Event Trigger Tab

13 13 Event Value Tab

14 14 Machine State / Faults Tab

15 15 Reporting Tab

16 16 PowerPivot SQL Connection

17 17 PowerPivot Demo Batch Log Selectable by Mixer, Production Day and BatchID these are slicers.

18 18 PowerPivot Demo We will build a report

19 19 PowerPivot Demo

20 20 Power View Quickly discover new ways to visualize your data now.

21 21 Power View Demo Lets build something now.

22 22 Report Builder Demo All business users can get something out of this tool. Web based tool not Visual Studio

23 23 Report Builder Demo Build this report in 15 Minutes

24 24 Report Builder Demo

25 25 Closing Thoughts Business users have more tools to uncover business knowledge than every before. We have only shown a few that leverage our data models / products. Speed in reporting is combined with driving business value now. Imagine what you could learn with a little bit of time and effort.

26 Any Questions? PUBLIC INFORMATION Follow RSTechED on Facebook & Twitter. Connect with us on LinkedIn. Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

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