Implementing Business Intelligence at Indiana University Using Microsoft BI Tools

Transcription

1 HEUG Alliance 2013 Implementing Business Intelligence at Indiana University Using Microsoft BI Tools Session Presenters: Richard Shepherd BI Initiative Co-Lead Cory Retherford Lead Business Intelligence Architect (UITS Enterprise Decision Support Services)

2 Agenda HEUG Alliance 2013 IUBI INTRODUCTION TOOLS WHAT YOU NEED TO DO TO GET STARTED DEPLOYMENT TARGETED BI PROJECTS Appendixes 1. Tool overviews and examples Have a question? Ask! 2. Consolidated Business Intelligence Portal examples 3. BI Architecture

3 What is BI at IU? Fact based decision making Unified approach to delivering actionable information directly into the hands of the decision makers 3

4 What is BI at IU? Fact based decision making Are we reaching our goals Which areas need attention What is the cause What action to take

5 Approach to BI at IU Foundational efforts support functionality and deliverables GOALS 5

6 Approach to BI at IU Foundational projects Technical BI Tools Data Modeling Infrastructure Delivery Security Technical Data Modeling Standards Metadata Security Training Data quality 6

7 Flow of Data to the Tools Data Sources Student Finance HR Research External Analytics Oracle Data Warehouse Analysis Services SAS Tables and Views Fact Tables and Dimensions Cubes Tools BIRT SQR Report Builder Excel Power Pivot Dashboard Designer Power View

8 The Data Data objectives at IU Single source of truth Consensus logic Reduce redundancy Resource savings, efficiency Integrated data Campuses, schools, departments Applications, systems, and external sources Data -> Information -> Wisdom FIS 8

9 The Process Leading up to the current state of our BI initiative WERE WORKING ON THE MARGIN MICROSOFT TOOL SELECTION 2 DEDICATED BI STAFF DEVELOPED A POC GENERATED INTEREST OBTAINED FUNDING TARGETED BI PROJECTS Resources Content Interest 2013: The Year of BI at IU

10 Microsoft BI Tools Gartner magic quadrant Microsoft

11 The Tools The tool categories Appendix 1 has tool profile information and sample reports PowerView

12 The Tools Microsoft tool proof of concept (and capability) POC Demo

13 The Tools Deployment Direct access via URLs SharePoint CBI CAS AUTHENTICATION Appendix 2 has additional information DEMO CBI Demo

14 SharePoint SQL Server DB SQL Analysis Services Reporting Services Web Portal What You Need To Get Started Infrastructure Other services Deployment vehicle Expertise SharePoint administration SQL Server administration.net Active Directory Report development Data Functional experts Data modelers Cube designers

15 Targeted BI Projects Transition to targeted BI approach Focused project teams Agile approach to projects Deliver focused projects in a short timeframe Resources Pooled, shared technical resources Functional area experts Project selection and prioritization Consider scope, value, resources, readiness

16 Targeted BI Projects FLAGS executive dashboards Dashboards and high level reports summarizing activity in the FLAGS initiative Targeted users include deans, department heads, advising management, FLAGS steering group, Faculty Council Data: SIS -> Warehouse -> Dimensional Model -> Cube Tools: Reporting Services, BIRT Links: Stats, Instructors, Dashboard FLAGS: Fostering Learning Achievement and Graduation Success

17 Targeted BI Projects UIRR Enrollment reports Dashboards, static and interactive reports summarizing enrollment data in a variety of ways Student headcount and credit hours summarized System wide, by campus and by school Slice and Dice enrollment data by residency, ethnicity, career, level, class, sex and other dimensions Data: IR Snapshots -> Warehouse -> Cube Tools: Dashboard Designer, BIRT Links: Proof of Concept, Term Comparison, Grouper

18 Targeted BI Projects IUPUI Management Information System Standard enrollment reports Enhanced reports Replace IUPUI manual data handling with automated process Facilitate access by Macintosh users Improved report response times Foundation for future phases Data: IMIR Snapshots -> Warehouse -> SQL Server Tools: Reporting Services Links: Web Site, URL, Report Library

19 Targeted BI Projects Blueprint for Student Attainment Regional campus (6) strategic planning Six areas of focus: An excellent, distinctive education experience; Support for student success; Access and innovation in instruction and curriculum; Pathways and transitions to and from regional campuses; Affordability and efficiency; and Meeting state and regional needs Data: Manual Data Collection -> Warehouse -> Cubes Tools: Dashboard Designer, Reporting Services Links: Dashboards

20 Targeted BI Projects Student Waitlist Management System Reports that inform Registrars, Schedulers, Deans, Chairs, or whoever needs to know: Classes that have a waitlist Number of students Waiting to Get Into a Class Number of students Waiting to Change Classes Comparison of class capacity to Facilities Room capacity Basic data on students who are Waiting Data: SIS -> Summary Tables Tools: BIRT Links: Dashboard

21 Wrap-up Other Microsoft tools PowerPivot (Previously demo) Power View (example in appendix 1) An interactive data exploration, visualization, and presentation experience. It provides intuitive ad-hoc reporting for business users such as data analysts, business decision makers, and information workers Data Explorer preview for Excel An intuitive and consistent experience for discovering, combining, and refining data across a variety of sources including relational, structured and semi-structured, OData, Web, Hadoop, Azure Marketplace, and public data from sources such as Wikipedia. Data Mining add-in for Excel Enables advanced users to go through the full development life cycle for the data mining model within Excel by using either worksheet data or external data from SQL Server Analysis Services.

22 Wrap-up Questions? 22

23 Appendix 1 Tool Overviews and Examples Clientless report tools and access to reports! The tools you use to build the reports run on the SharePoint server meaning you can access reports and create and design from most anywhere using Internet Explorer, Firefox (with plugin), and other supported browsers You can access any and all reports using Common Client Browsers and most mobile and tablet devices.

24 Ad Hoc Reporting PowerPivot add in for Excel Selected Product: PowerPivot add in for Excel Specific features Take advantage of familiar Excel tools and features Process massive amounts of data in seconds Load even the largest data sets from virtually any source Push the results to SharePoint Slicers for visual, multi-select and cascading filtering

25 Ad Hoc Reporting PowerPivot add in for Excel

26 Ad Hoc Reporting PowerPivot add in for Excel

27 Ad Hoc Reporting PowerView Interactive data exploration, visualization, and presentation Intuitive ad-hoc reporting for data analysts, business decision makers, and information workers Easily create and interact with views of data Enables users to present and share interactive presentations Imbed in PowerPoint presentations Ad Hoc Data Visualizations and Interactivity

28 Ad Hoc Reporting PowerView visualizations

29 Analytics Advanced analytics at IU Selected Product: SAS Specific features For advanced analytics needs and users Vended product funded by individual departments Components include: Data visualization Forecasting Statistics Text analytics Predictive analytics and data mining Model management and monitoring Quality improvement

30 Analytics Basic analytics at IU Microsoft data mining stack Selected Product: SQL Server Analysis Services data mining stack Specific features 9 popular algorithms APIs (application program interfaces) make it extensible so we can add additional algorithms Extensive editing environment Runs in the Visual Studio framework though it is a separate tool Copy and edit models for comparison

31 Dashboards and KPIs Dashboards and KPIs at IU Selected Product: SharePoint Dashboard Designer Specific features Dashboards Scorecard elements KPIs Data sources Indicators Reports Filters

32 Dashboards and KPIs Dashboard designer and PerformancePoint services

36 Reports Report Builder Report builder reports at IU Selected Product: SQL Server Report Builder Specific features Comprehensive report design environment Wide range of shared data sources Flexible data representation options Visualize data Incorporate in SharePoint dashboards

37 Reports Report Builder Report builder reports at IU

38 Reports Report Builder

39 Reports Report Builder

40 Reports BIRT BIRT reports at IU Selected Product: BIRT Specific features Graphs Drilldowns Table of contents Hyperlinks Crosstabs Conditional format Graphics Parameters

41 Reports BIRT BIRT reports at IU

42 Appendix 2 Consolidated Business Intelligence Portal

43 BI Portal Navigation Business Portal is divided into two main parts Reports Display Pane Navigation Pane

44 BI Portal Navigation Navigation Pane is divided into four main parts Reports Favorites Sharing Folders Catalog

45 BI Portal Features viewing Options Reports view options CBI tabs Browser tabs Thumbnails

46 BI Portal Features - Reports Options Reports Options View reports you do not have access to Filter reports types

47 BI Portal Features - Reports Options Multi selection of reports

48 BI Portal Features - Catalog Options Catalog view options Grouped by property Add To Favorites And Share With Others Using Permissions Make Default Report Personalizations are saved

49 BI Portal Features - Report Properties Report Properties Right Click Add External Reports Build On What's Already There! The Enterprise BI provides a spectrum of tools allowing connections from various source systems to create reports and charts. It is not required that all data be centrally stored, the new BI allows the integration with existing systems and the enterprise systems.

50 BI Portal Features - Report Properties Report Properties Right Click Add External Reports Access to data from multiple areas via BI reports catalog and search functionality Create and share reports

51 BI Portal Metadata Retrieve Metadata Metadata detail window Report Details Catalog Path Report URL Report Owners And Additional Properties

52 BI Portal Navigation Search Specify Scope Of Catalog Search By Navigation Pane And Folders Advanced Search To Custom Search By Report Metadata Properties Searches Are Saved Access to data from multiple areas via BI reports catalog and search functionality Create and share reports

53 BI Portal Navigation Search Reports Scheduling Schedule reports delivery via notifications, RSS, and other methods to receive standardized reports

54 Appendix 3 Business Intelligence Architecture

55 BI Architecture and Tools IU Business Intelligence architecture Architectural overview of the enterprise business intelligence services Data sources and what this means!? How the pieces fit together Tools and services

56 BI Architecture and Tools IU Business Intelligence architecture Current implementation phases Systems Analysis Defining functions and operations requirements (Specifications) Documenting tools, best practices, security, metadata collection, and support model. Pilot Phase Environment extended to select groups for further analysis of tools. Testing environment for bugs and interoperability with external systems. Proofing real reports for eventual delivery. Production Implementation of environment. Reports delivery to consumer BI portal.

57 BI Architecture and Tools Report types overview The reports and functionality PowerPivot (excel and SharePoint) Excel services using PowerPivot Reporting Services (Report Builder) Data visualizations Dynamic charts Analytic grids PerformancePoint (Dashboard Designer) Reports dashboards KPI s and scorecards Filtering, sorting, decomposition, report types, selecting measures drill up/down/through data, indicators, much more!

58 BI Architecture and Tools Where does the data come from Enterprise BI report data sources Oracle, SQL, Excel Services, PowerPivot, SharePoint Lists, more... Data Can Be Surfaced Directly From Most Databases Shared Data Source Library Examples

59 BI Architecture and Tools What this means?! SQL Analysis Services You can now aggregate data Your data and enterprise data. BI Centers Clientless GUI report building Your data and enterprise data into a rich dashboard delivery format. and more

60 BI Architecture and Tools Architectural overview How the pieces fit together General Architecture Services Tools SharePoint BI Centers SQL Server Analysis Services

61 BI Architecture and Tools Architectural overview How the pieces fit together General Architecture Services Tools SharePoint SQL Server Analysis Services Reporting Services PowerPivot PerformancePoint BI Centers SQL Server Analysis Services

62 BI Architecture and Tools Architectural overview How the pieces fit together General Architecture Services Tools Excel SharePoint BI Centers SQL Server Excel Services PowerPivot Dashboard Designer Report Builder Visual Studio 2008 PowerView 2012 Analysis Services» More Next Month

65 BI Architecture and Tools Architectural overview Business Intelligence Centers (BI Centers) Where the report developers reports building takes place Knowledge worker (functional analysts reports builders ) Within the departmental BI Center developers and analyst can create data sources to multidimensional systems such as Oracle and SQL Analysis servers, Excel services, lists from SharePoint and other sources such as websites, and SQL server database servers. in addition you can create dashboards using report objects such as indicators, scorecards, KPI s, analytic charts, analytic grids, strategy maps, reporting services to display data in a format that helps make decisions. (Clientless!)

66 BI Architecture and Tools Architectural overview How the pieces fit together General Architecture SharePoint BI Centers SQL Server Analysis Services

67 BI Architecture and Tools Architectural overview SQL Server Analysis Services (SSAS) Where the dimensional data takes place for the enterprise and organizational units Information technology worker (Developers reports builders ) The SSAS enables the ability to aggregate data from units and the warehouse in to a cohesive like environment. Access to the Analysis Services Database using the SQL Server Management Studio and Microsoft Visual Studio 2008 to create cubes, dimensions, etc

68 BI Architecture and Tools Architectural overview How The Pieces Fit Together General Architecture SharePoint BI Centers SQL Server Analysis Services Does that make sense!? Pop Quiz Later!