Microsoft Business Intelligence Platform
Agenda Welcome / Introductions Business Intelligence (BI) Overview Microsoft BI Stack Overview SharePoint BI Demo Q & A P 2
Firm Overview Founded in 1997. Offices: Chicago and Minneapolis. Business Process Expertise: Planning and Forecasting Business Intelligence / Performance Management Financial Management and Compliance Human Capital Management Supply Chain and Logistics Customer Relationship Management Collaboration and Content Management P 3
Firm Overview Oracle Practices focus: Hyperion PeopleSoft Enterprise Oracle EBS Oracle Transportation Management OBIEE Microsoft Practices focus: Microsoft Dynamics GP and CRM Microsoft SharePoint Microsoft BI (PerformancePoint, SQL, SSAS, SSRS) P 4
Business Intelligence Terms Business intelligence (BI) Reporting, analysis, and monitoring of company performance (oldest term used in the market). Business performance management (BPM) Reporting, analysis, monitoring and planning or predictive capabilities of an organization Company performance management (CPM) Same as business performance management Enterprise performance management (EPM) Business performance management + source systems for transactions 5 P 5
Information Overload Email Charts and graphs Spreadsheets Internet Meetings RSS feeds Blogs Television reports Newspapers Slide e decks Webcasts Project plans Magazines Scorecards Financial reports Portals Intranet Presentations Analytic applications IM/chat Documents Business books Dashboards P 6
Business Intelligence (BI) Summarized Why is BI Important? Rapidly changing business and market conditions Decision complexity requires rich data environment to assist in decision making Ability to monitor key drivers of business performance 7 P 7
How does BI Affect Organizations Reduction of non-value added process Eliminate effort collection and formatting of data Reconciliation of data Reformatting/recreating of report when changes occur Elimination of desktop applications Elimination of informational bottlenecks Enablement of value added processes Increase analytical capabilities Monitor performance against targets/strategy Dissemination of information 8 P 8
BI Business Process and Technology Plan Business process and BI Report Defines the information collection and analysis process Analyze Prioritizes information and analysis needs Provides data definitions and organization Provides for roles and responsibilities for support and administration Monitor Technology enabler of BI Processes Provides information access Provides scale and breadth to analysis Makes business intelligence initiatives sustainable and repeatable Provides flexibility to change and adapt quickly 9 P 9
BI Implementation Principles Develop a strategy and stick to it Implement BI in manageable pieces BI may have major change management impacts Job roles Training Needs Expect change your organization is fluid Have a support strategy in place to keep the initiative moving forward On-going training Application maintenance and support 10 P 10
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3 R s of Business Intelligence P 12
Right Information Data Categories Data Organization Data Definitions Data Sources How Much Whom Relevant for the business category Meaningful relationships Combination of data sources Hierarchies Categories Security Views Labels Definitions Strategic measures Aligned systems Meta data standards From Where How Often Data Ownership Transformation and scrubbing Accessibility Summary Detail Transactions Level / View of the organization Division / Business Unit Grouping P 13
Right Format Formats / Visualizations Granularity Access / Security Interaction Training / Tools Dashboard Graph Tabular Report Info needs by role Summary Detail Transactions / Documents Web Office PDA Paper Emails / Alerts Offline / online View static image Drill down / in Filter Ad Hoc query Complexity of training required Intuitive results, should tell a story Tools used for display or analysis should easily be made available. P 14
Right Time Distribution Push Information comes to users without any action from the user Email distribution of reports or report links Paper report delivery Pull Pull Distribution user actively seek the information they need when they need it Can be offline or on-line Static or interactive Benefits Low training static reporting Easy to maintain and deliver Self service environment Users select content that is relevant to them Limited number of reports may meet large reporting need Drawbacks Hard to know if reports meet user needs Users cannot interact with data Additional training needs Applications needs high availability P 15
Microsoft s Approach To BI P 16
all Complete and integrated BI and Performance Management offering Widespread delivery of intelligence through Microsoft Office Enterprise grade and affordable P 17
Microsoft BI Technology Stack DELIVERY END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONS BI PLATFORM (RDBMS, ETL, OLAP, Reporting) Mainframe/ Departmental Systems 2008 Emerging Solutions. All rights reserved. rved. Confidential ial and proprietary rietar information. n. www.emergenow.com ergenow.com P 18
BI Contexts Organizational BI Built to standards, supported by the organization and used by the organization Team BI Built by the team, used by the team Personal BI Built by me, for me Microsoft SQL Server Integration Services Analysis Services Reporting Services P 19
Microsoft CRM Excel Based Reports P 20
BI Contexts Organizational BI Built to standards, supported by the organization and used by the organization Team BI Built by the team, used by the team Personal BI Built by me, for me Microsoft SQL Server Integration Services Analysis Services Reporting Services P 21
National Surgical Hospitals Physician Utilization P 22
Microsoft CRM Sales Manager Dashboard P 23
Microsoft CRM Account Level Dashboards P 24
Microsoft CRM Service Dashboards P 25
Sales VP Dashboard P 26
Sales VP Dashboard P 27
Sales VP Dashboard P 28
BI Contexts Organizational BI Built to standards, supported by the organization and used by the organization Team BI Built by the team, used by the team Personal BI Built by me, for me Microsoft SQL Server Integration Services Analysis Services Reporting Services P 29
National Surgical Hospitals - Exec Dashboards P 30
National Surgical Hospitals Physician Drilldown P 31
Executive Dashboard P 32
P 33 THANK YOU!! Deric Selchow 800-441-0566 x413 dselchow@emergenow.com Tom Jones 800-441-0566 x496 tjones@emergenow.com
Data Source(s) Available Chart Types Column Bar Area Line Performance Point Standalone SSRS 2005 -Microsoft Analysis Services -Microsoft SQL Server -ODBC Data Source -OLE DB -Tabular Data List (Excel Services, Imported Excel -Microsoft SQL Server Analysis Services Workbook, SharePoint List, SQL Table) -Oracle -ODBC -XML -Report Server Model -SAP NetWeaver BI -Hyperion Essbase -Microsoft Office PerformancePoint Scorecard Data Processing Extension Regular Column Stacked Column 100% Stacked Column Regular Line Line with markers n/a n/a Regular Column Stacked Column 100% Stacked Column Regular Bar Stacked Bar 100% Stacked Bar Regular Area Stacked Area 100% Stacked Area Regular Line Smooth Line SSRS 2008 -Microsoft SQL Server -OLE DB -Microsoft SQL Server Analysis Services -Oracle -ODBC -XML -Report Server Model -SAP NetWeaver BI -Hyperion Essbase -TERADATA Regular Column (Dundas Themes) Stacked Column (Dundas Themes) 100% Stacked Column (Dundas Themes) Regular Bar (Dundas Themes) Stacked Bar (Dundas Themes) 100% Stacked Bar (Dundas Themes) Regular Area (Dundas Themes) Smooth Area (Dundas Themes) Stacked Area (Dundas Themes) 100% Stacked Area (Dundas Themes) Regular Line (Dundas Themes) Smooth Line (Dundas Themes) Step Line (Dundas Themes) Line with Markers (Dundas Themes) Smooth Line with Markers (Dundas Themes) SSRS 2005 -Microsoft SQL Server -OLE DB -Microsoft SQL Server Analysis Services -Oracle -ODBC -XML -Report Server Model -SAP NetWeaver BI -Hyperion Essbase -Microsoft Office PerformancePoint Scorecard Data Processing Extension Regular Column Stacked Column 100% Stacked Column Reversed Column No Gap Stacked Column Thin Column Regular Bar Stacked Bar 100% Stacked Bar Reversed Bar No Gap Stacked Bar Thin Bar Regular Area Spline Area Stacked Area 100% Stacked Area Area with Margin Regular Line Spline Step Line Spline with Markers Line with no Margin Different Line Style Table Matrix Regular Point Point with Large Markers SSRS 2008 -Microsoft SQL Server -OLE DB -Microsoft SQL Server Analysis Services -Oracle -ODBC -XML -Report Server Model -SAP NetWeaver BI -Hyperion Essbase -TERADATA Regular Column Stacked Column 100% Stacked Column Reversed Column No Gap Stacked Column Thin Column Regular Bar Stacked Bar 100% Stacked Bar Reversed Bar No Gap Stacked Bar Thin Bar Regular Area Spline Area Stacked Area 100% Stacked Area Area with Margin Regular Line Spline Step Line Spline with Markers Line with no Margin Different Line Style Table Matrix Regular Point Point with Large Markers Grid Table / Matrix Table Table Matrix Matrix Regular Point Scatter (Dundas Themes) Point n/a Line connected points Smooth Line connected points Bubble n/a Regular Bubble Bubble (Dundas Themes) Regular Bubble Regular Bubble High-Low-Close Stock (Dundas Themes) Open-High-Low-Close CandleStick (Dundas Themes) Financial n/a Candlestick chart Pie n/a Regular Pie Exploded Pie Regular Doughnut Exploded Doughnut Radar n/a n/a Regular Pie (Dundas Themes) Exploded Pie (Dundas Themes) Regular Doughnut (Dundas Themes) Exploded Doughnut (Dundas Themes) Regular Ring (Dundas Themes) Exploded Ring (Dundas Themes) Radar (Dundas Themes) Stock CandleStick PriceVolume Stock Open Markers Only Stock Close Markers Only Regular Pie Ring Regular Doughnut RadarArea RadarLine RadarMarker RadarArea Polygon RadarLine Polygon RadarLineMarker Polygon W / Dundas Charts Stock CandleStick PriceVolume Stock Open Markers Only Stock Close Markers Only Regular Pie Ring Regular Doughnut RadarArea RadarLine RadarMarker RadarArea Polygon RadarLine Polygon RadarLineMarker Polygon
Performance Point Standalone SSRS 2005 Polar n/a n/a Polar (Dundas Themes) Gantt n/a n/a n/a Range n/a n/a Error Bar n/a n/a Box Plot n/a n/a Funnel n/a n/a Pyramid n/a n/a SSRS 2008 Range (Dundas Themes) Smooth Range (Dundas Themes) Range Columns (Dundas Themes) Range Bars (Dundas Themes) ErrorBar (Dundas Themes) BoxPlot (Dundas Themes) Funnel (Dundas Themes) Pyramid (Dundas Themes) High Performance n/a n/a n/a SSRS 2005 PolarLine PolarMarker PolarLinePolygon PolarMarkerPolygon Gantt Gantt Side by Side Gantt Thin Bars Range Column Range Column Side By Side Range Column Thin Bars Range Spline Range Range with Margin ErrorBar Upper ErrorBar Lower ErrorBar ErrorBar with CenterMarker ErrorBar with CircleMarker ErrorBar with SquareMarker BoxPlot BoxPlot No Median BoxPlot No Median&Average BoxPlot Circle Markers Thin BoxPlot Funnel Variable Height Funnel Variable Width Funnel With Gaps Funnel Inside Labels Funnel Outside Labels Funnel Outside Column Labels Pyramid Pyramid With Gaps Pyramid Inside Labels Pyramid Outside Labels Pyramid Outside Column Labels Pyramid Outside Left Labels FastLine FastPoint W / Dundas Charts SSRS 2008 PolarLine PolarMarker PolarLinePolygon PolarMarkerPolygon Gantt Gantt Side by Side Gantt Thin Bars Range Column Range Column Side By Side Range Column Thin Bars Range Spline Range Range with Margin ErrorBar Upper ErrorBar Lower ErrorBar ErrorBar with CenterMarker ErrorBar with CircleMarker ErrorBar with SquareMarker BoxPlot BoxPlot No Median BoxPlot No Median&Average BoxPlot Circle Markers Thin BoxPlot Funnel Variable Height Funnel Variable Width Funnel With Gaps Funnel Inside Labels Funnel Outside Labels Funnel Outside Column Labels Pyramid Pyramid With Gaps Pyramid Inside Labels Pyramid Outside Labels Pyramid Outside Column Labels Pyramid Outside Left Labels FastLine FastPoint 3D Options n/a Yes Yes Yes Yes Parameters and Criteria Parameters can be hidden or available for user Parameters can be hidden or available for user Parameters can be hidden or available for user Parameters can be hidden or available for user Filter parameters can be provided to Dashboard selection selection selection selection Pages or Analytic Charts & Grids Parameters can drive other parameters Parameters can drive other parameters Parameters can drive other parameters Parameters can drive other parameters Object and Formatting Control Legend Control Placed on left or top of chart or turned off, no Can be placed in 12 positions around the chart Can be placed in 12 positions around the chart Can be placed in 12 positions around the chart Can be placed in 12 positions around the chart control of color or format or 12 positions within the chart area. or 12 positions within the chart area. or 12 positions within the chart area. or 12 positions within the chart area. Control standard appearance n/a Some formatting is controllable, color palette is Some formatting is controllable, color palette is Formatting is controllable, color palette is Formatting is controllable, color palette is limited limited to those provided limited limited Object Customizations n/a n/a n/a Custom code can be applied for fine grain Custom code can be applied for fine grain control of objects and formatting control of objects and formatting Data Labels Printed n/a Yes Yes Yes Yes Hover Data points available by default n/a n/a Yes Yes Query and Series Calculations Drilling Drill Down Capability Drill Through Capability No series calculations, query calculations can be performed in MDX Left click drill-down follows the cube hierarchy for the series used Right click drill-through available to any available dimensions within the cube -Expressions can be used for any field -Calculations can be provided in MDX Left click drill-down must be designed and implemented at development time -Expressions can be used for any field -Calculations can be provided in MDX Left click drill-down must be designed and implemented at development time -Expressions can be used for any field -Calculations can be provided in MDX Left click drill-down must be designed and implemented at development time -Expressions can be used for any field -Calculations can be provided in MDX Left click drill-down must be designed and implemented at development time Right click drill-through is not available Right click drill-through is not available Right click drill-through is not available Right click drill-through is not available
View switching: Graph, Grid, etc.. Portability Chart Development Method Development & Deployment Performance Point View can be changed from line to bar to stacked bar to grid at any time Any graph or grid can be exported to Excel or PowerPoint PowerPoint Dashboard Designer Standalone SSRS 2005 View changes must be designed and implemented at development time. -XML with Report Data -CSV -TIFF -Web Archive -PDF -Excel Business Intelligence Design Studio 2005 or Visual Studio 2005 with BIDS 2005 IDE SSRS 2008 View changes must be designed and implemented at development time. -XML with Report Data -CSV -TIFF -Web Archive -PDF -Excel -Word Business Intelligence Design Studio 2008 or Visual Studio 2005 with BIDS 2008 IDE SSRS 2005 View changes must be designed and implemented at development time. -XML with Report Data -CSV -TIFF -Web Archive -PDF -Excel W / Dundas Charts SSRS 2008 View changes must be designed and implemented at development time. -XML with Report Data -CSV -TIFF -Web Archive -PDF -Excel Business Intelligence Design Studio 2005 Business Intelligence Design Studio 2008 w/dundas Chart Controls w/dundas Chart Controls or or Visual Studio 2005 with BIDS 2005 IDE w/dundas Visual Studio 2008 with BIDS 2008 IDE w/dundas Chart Controls Chart Controls Roles IT Developers and Analyst Power Users IT Developers IT Developers IT Developers IT Developers Requirements Destination Security rights for: *The cube *PerformancePoint server *SharePoint site publishing PerformancePoint server & SharePoint site collection Security rights for: *The cube *The development software *Publishing rights for the SQL Reporting Services server SQL Reporting Services server & SharePoint Web part page Security rights for: *The cube *The development software *Publishing rights for the SQL Reporting Services server SQL Reporting Services server & SharePoint Web part page Price MOSS Enterprise SQL Standard / Enterprise SQL Standard / Enterprise Security rights for: *The cube *The development software *Publishing rights for the SQL Reporting Services server *Dundas chart tools Security rights for: *The cube *The development software *Publishing rights for the SQL Reporting Services server *Dundas chart tools SQL Reporting Services server & SharePoint Web SQL Reporting Services server & SharePoint Web part page part page Dundas Chart for SSRS Dundas Chart for SSRS -1 Processor License $1,999-1 Processor License $1,999 Dundas Bundle for SSRS Dundas Bundle for SSRS -1 Processor License $ 2,499-1 Processor License $ 2,499 Additional Design Licenses Additional Design Licenses -$699 -$699