SharePoint BI. Grace Ahn, Design Architect at AOS

Transcription

1 SharePoint BI Grace Ahn, Design Architect at AOS 1 SharePoint Saturday St. Louis 2015

2 Session Evaluations Schedule and evaluate each session you attend via our mobile app that can be used across devices at azurewebsites.net You will be able to evaluate sessions added to your My Sessions 25 minutes before the scheduled end time Evaluations are stored anonymously and your feedback is appreciated The app will be the only method available to submit session evaluations for the event and we hope you find it intuitive and convenient 2 SharePoint Saturday St. Louis 2015

3 Housekeeping Follow SharePoint Saturday St. Louis on and hashtag #spsstl Play Sponsor Bingo to register for your chance to win one of the many great giveaways at the end of the day Schedule and evaluate each session you attend via our mobile app that can be used across devices at: azurewebsites.net 3 SharePoint Saturday St. Louis 2015

4 Biography Grace Ahn Agriculture - Agribusiness Banking Education Engineering Energy Oil and Gas Financial Government Healthcare Insurance Manufacturing Religion Retail Technology Telecommunications grace.ahn@aos5.com 4 SharePoint Saturday St. Louis 2015

5 Outline What is Business Intelligence? Microsoft Business Intelligence Advanced Excel BI Features Power Query Power Pivot Power View and Power Map Excel Services Power BI Q&A 5 SharePoint Saturday St. Louis SharePoi nt Saturday St. Loui s 2015

6 What is Business Intelligence? Business intelligence (BI) is the set of techniques and tools for the transformation of raw data into meaningful and useful information for business analysis purposes to improve future. 6 SharePoint Saturday St. Louis 2015

7 Business Intelligence Data Source BI is most effective when it combines data derived from the market in which a company operates (external data) with data from company sources internal to the business such as financial and operations data (internal data). 7 SharePoint Saturday St. Louis 2015

8 Business Intelligence Improve Future BI helps identifying new opportunities and implementing an effective strategy. It provides business with a competitive market advantage and long-term stability. 8 SharePoint Saturday St. Louis 2015

9 What Gartner says about 2014 BI Magic Quadrant Note: Tableau's product for its ease of use for end users, which places it among the top two vendors in the survey 9 SharePoint Saturday St. Louis 2015

10 Microsoft Business Intelligence Business intelligence (BI) in SharePoint 2013 provides comprehensive BI tools that integrate across Microsoft Office applications and other Microsoft technologies. 10 SharePoint Saturday St. Louis 2015

11 Self-Service BI vs Traditional BI 11 SharePoint Saturday St. Louis 2015

12 Microsoft s Vision: Self Service BI The self-service BI approach lets end users create personalized reports and analytical queries while freeing up IT staffs to focus on other tasks potentially benefiting both end users and IT staffs. However, Self-service BI capabilities should be built with a business focus from the start. Training, on both the data and the self-service applications, is critical for getting business workers up-to-speed on how they can use the information in the BI system. 12 SharePoint Saturday St. Louis 2015

13 Microsoft BI Traditional Tools Technically the traditional BI process proceeded this way: Setting up extraction, transformation, and loading (ETL) for the extraction of data, and the processing and reloading of data. Setting up a data warehouse containing (or not) one or several cubes of data. Creating reports or dashboards. Sharing these reports or dashboards on a website. 13 SharePoint Saturday St. Louis 2015

14 Microsoft Self Service BI Tools 14 SharePoint Saturday St. Louis 2015

15 Microsoft BI in Office and SharePoint Excel Ideal for small to medium data sets 15 SharePoint Saturday St. Louis 2015

16 Microsoft BI in Office and SharePoint Advanced Excel BI Features Power Pivot supports millions of records 16 SharePoint Saturday St. Louis 2015

17 Microsoft BI in Office and SharePoint Power BI for Office SharePoint Saturday St. Louis 2015

18 Microsoft BI in Office and SharePoint Excel Services Presentation BI Tool Centralized the Use of Spreadsheet Connect to External Data Web Based Interface (Thin Client) Integration with SharePoint Security to Control What Users See Allows for Server Based Calculations Excel Calculation Services Leveraging existing Excel skillset It is NOT a replacement of Excel 18 SharePoint Saturday St. Louis 2015

19 Microsoft BI in Office and SharePoint How does Excel Services work? 19 SharePoint Saturday St. Louis 2015

20 Microsoft BI in Office and SharePoint What s New in SP 2013 Excel Services? 20 SharePoint Saturday St. Louis 2015

21 Microsoft BI in Office and SharePoint Vision Services Presentation BI Tool Allows users to create and share dynamic Visio diagrams and highly graphical interfaces Connect to External Data Web Based Interface (Thin Client) Integration with SharePoint Security to Control What Users See Integrate diagrams into SharePoint applications 21 SharePoint Saturday St. Louis 2015

22 Microsoft BI in Office and SharePoint PerformancePoint Services Microsoft has not invested much on this services recently. 22 SharePoint Saturday St. Louis 2015

23 Microsoft BI in Office and SharePoint SQL Server Reporting Services With Reporting Services, you can create interactive, tabular, graphical, or free-form reports from relational, multidimensional, or XML-based data sources. Reports can include rich data visualization, including charts, maps, and sparklines. You can publish reports, schedule report processing, or access reports on-demand. 23 SharePoint Saturday St. Louis 2015

24 Microsoft SharePoint BI Comparison 24 SharePoint Saturday St. Louis

25 SharePoint BI Center and Power BI Site Comparison A BI Center site is useful when you want a basic site for BI content. Power Pivot Gallery Dashboard Excel Services On Premise Only A Power BI site can surface BI content across multiple pages and libraries in a single view. Intuitive Data Access Single Page View with data presentation report tiles Power Q&A Online Only 25 SharePoint Saturday St. Louis 2015

26 Examples of SharePoint BI

27 SharePoint BI Examples Power Query 27 SharePoint Saturday St. Louis 2015

28 SharePoint BI Examples Power Pivot 28 SharePoint Saturday St. Louis 2015

29 SharePoint BI Examples Power View 29 SharePoint Saturday St. Louis 2015

30 SharePoint BI Examples Power Map 30 SharePoint Saturday St. Louis 2015

31 SharePoint BI Examples Excel Services 31 SharePoint Saturday St. Louis 2015

32 SharePoint BI Examples Power BI 32 SharePoint Saturday St. Louis 2015

33 Advanced Excel BI Features - Enables you to find and bring together data from a variety of sources and create powerful, interactive views and mashups in Excel 33 SharePoint Saturday St. Louis 2015

34 Advanced Excel BI Features Power Query 34 SharePoint Saturday St. Louis 2015

35 Advanced Excel BI Features Power Query How To How to Add Power Query Add-in Download -Excel 2013 File --> Options --> Add-Ins --> Manage: COM Add-ins, Go... --> Microsoft Office PowerPivot for Excel 2013 Data Import Get External Data Tab Diagram View Create/Edit/Add relationships between tables Pivot Chart Creation Pivot Table to select Pivot Chart to create Report Select add to existing workbook Add chart data Add slicers: Insert Tab --> Slicers Publishing Work Book File, Save As, and upload it to SharePoint 35 SharePoint Saturday St. Louis 2015

36 Demo: Grace Ahn

37 Advanced Excel BI Features Power Pivot What is PowerPivot? 37 SharePoint Saturday St. Louis 2015

38 Advanced Excel BI Features Power Pivot How To How to Add Power Pivot Add-in Excel File --> Options --> Add-Ins --> Manage: COM Add-ins, Go... --> Microsoft Office PowerPivot for Excel 2013 Data Import From Database --> SQL Server --> Database, (Skip Database Table Import), Power Pivot will import tables Rename Tables name by clicking and rename the tab Rename Columns Hide from users --> Hide from Client tool DAX (Data Analysis Expressions) column Add Column --> Formula bar:=click cells and add expressions Diagram View Create/Edit/Add relationships between tables Pivot Chart Creation Pivot Table to select Pivot Chart to create Report Select add to existing workbook Add chart data Add slicers: Insert Tab --> Slicers Publishing Work Book File, Save As, and upload it to SharePoint 38 SharePoint Saturday St. Louis 2015

39 Demo: Grace Ahn

40 Advanced Excel BI Features Power View 40 SharePoint Saturday St. Louis 2015

41 Demo: Grace Ahn

42 Excel Services

43 Excel Services - Enables you to view, interact with, and refresh Excel workbooks in a browser window 43 SharePoint Saturday St. Louis 2015

44 Power BI For Office 365

45 Power BI Power BI is a cloud-based service that works together with Excel to provide a complete self-service analytics solution. With Excel, you can discover, combine, model, analyze, and visualize data. With Power BI for Office 365, you can easily setup an online gallery for users to share insights, collaborate and access reports created in Excel, from anywhere on any device while asking questions in natural language to get live interactive answers through data visualizations. Live Interactive data visualizations Mobile enabled Natural Query Language 45 SharePoint Saturday St. Louis 2015

46 Power BI Power BI is a cloud-based service that works together with Excel to provide a complete self-service analytics solution. With Excel, you can discover, combine, model, analyze, and visualize data. With Power BI for Office 365, you can easily setup an online gallery for users to share insights, collaborate and access reports created in Excel, from anywhere on any device while asking questions in natural language to get live interactive answers through data visualizations. Live Interactive data visualizations Mobile enabled Natural Query Language 46 SharePoint Saturday St. Louis 2015

47 Power BI - Sites 47 SharePoint Saturday St. Louis 2015

48 Power BI Q&A 48 SharePoint Saturday St. Louis 2015

49 Power BI Cloud Based Data Refresh 49 SharePoint Saturday St. Louis 2015

50 Power BI Site and SharePoint BI Center Comparison A Power BI site can surface BI content across multiple pages and libraries in a single view. Intuitive Data Access Single Page View with data presentation report tiles Power Q&A Online Only A BI Center site is useful when you want a basic site for BI content. Power Pivot Gallery Dashboard Excel Services On Premise Only 50 SharePoint Saturday St. Louis 2015

51 Power BI vs SharePoint on premise BI 51 SharePoint Saturday St. Louis 2015

52 Microsoft Power BI Players The report and dashboard creator Usually an analyst, a power user, or a BI consultant; uses Power Query, Power Pivot, and Power View. The data steward A new role, this is typically the go-to person within a business group for all the queries/issues related to data. The data steward will identify the data and share it with the appropriate persons. The end user Visualizes reports, analyzes the data (drill-down), queries the system and makes business decisions. The IT staff Manages the infrastructure (pure cloud and hybrid). The role of IT is still very important, especially when traditional BI is mixed up with self-service BI. For example, on- premises data warehouses can be used as data sources for Power BI in the cloud. In real-world scenarios, on-premises data sources will almost always be part of the picture. 52 SharePoint Saturday St. Louis 2015

53 Demo: Power BI Grace Ahn

54 SharePoint Business Intelligence Q&A 54 SharePoint Saturday St. Louis 2015