operational dashboarding and reporting with microsoft business intelligence

John P Whitejpw@unlimitedviz.com@diverdown1964http://whitepages.unlimitedviz.com

Operational reporting and dashboarding using Microsoft Business Intelligence Solutions

John WhiteCTO/Co-Founder of UnlimitedVizSharePoint Server MVP, SQL Server v-TS

jpw@unlimitedviz.comhttp://whitepages.unlimitedviz.com@diverdown1964

Futures, Q&A

Agenda

Dashboards

Business Intelligence tools

Considerations

Prerequisites

Dashboards

Why Dashboard?

Dashboard demonstration

The State of the World

Microsoft Dashboard (BI stack)

SQL Server Data ToolsPower View

Power Query

Power Q&A

Excel Services

PerformancePoint Services

PowerPivot for SharePoint

Power BI

Dashboard strategies

Excel OnlyPerformancePoint

SSRS OnlySharePoint Mashup

On Premises Cloud

Azure VMs

ONE DOES NOT SIMPLY

RETURN HIS RAW DATA FROM THE DATABASE

BI Architecture 101

Data Marts

Extract, Transform, and Load (ETL)

Middleware Server(s)

DataWarehouse

StorageDesign and Visualization

Data Cubes and Tabular Models

E

T

L

Reporting Server(s)

BI and Designer Clients

Source data

EE

Microsoft enterprise (classic) BI

SQL Server DBSQL Server Integration Services (SSIS)

SharePoint (with)• Excel Services• PowerPivot for SharePoint• SSRS SharePoint Mode• PerformancePoint

SQL Server DB

StorageDesign and Visualization

SQL Server Analysis Services

Multidimensional and Tabular modes

L

SQL Server Reporting Services (SSRS)

ExcelSQL Data ToolsReport Builder3rd party tools

ETL

E

T

Source data

Microsoft personal BI (All in Excel)

Worksheets

Tabular Data Model (xVelocity)

Pivot Charts and Tables

Power View (Analytic reports)

Power Map (Geospatial and time series data)

Power Pivot (Model design)

Power Query (ETL)

Power Pivot Import (EL)

Team BI and SharePoint Dashboards

Power Pivot Worksheets• Pivot Tables and Charts• Power View

Data Marts and other

Data Cubes and Tabular

Models

Standard Worksheets• Pivot Tables and Charts

PerformancePoint Reports• Analytic Charts and Grids• Decomposition trees

SQL Server Reporting Services Reports• Standard• Power View

PerformancePoint Scorecards and KPIs

Building dashboards

Power BIExcel, Power X, Mobile, Data Management Gateway

Dashboard tools

Excel Only(Excel, Power Pivot, Power View)

PerformancePoint(Dashboard Designer)

SSRS Only(Report Builder, Data Tools)

SharePoint(Pages and Filters)

On Premises Office 365

Business Intelligence Center

SharePoint BI artifacts

2007 - Excel and Connections2010 - PerformancePoint2013 - PerformancePoint

and Power Pivot

Reports

Excel and ConnectionsWeb Part PagesSharePoint KPIs

SSRS only dashboards

Reporting Services dashboard

Excel dashboards

Excel dashboard

PerformancePoint dashboards

PerformancePoint dashboard

SharePoint mashups

SharePoint mashups

Power BI

Power BI

It’s a little known fact….

Not everything that counts can be counted, and not everything that can be counted counts.

Albert Einstein

Requirements gathering

Minimum Viable Product MVP

Define target

audience groups

Exclude less

important groups

Define use cases

Prioritize Use Cases

Translate into

requirements

Test with target

audience

Translate requirements

into functionality

Draw wire frames

Test with target

audience

MVP definition

FundingTechnology

Source: JumpStartCTO - http://jumpstartcto.com/how-do-you-gather-and-prioritize-the-requirements-and-functionality-for-a-minimal-viable-product/

Authorization

KerberosSSRSExcel Direct ConnectPerformancePoint

BISMPowerView in SSRS

SetUser()SSRS DB Reports

EffectiveUserName()Excel ServicesPerformancePoint

Per User Document Level

Excel Services

SSRS SharePoint Mode

Cos

t

Data Latency

Data freshness

Data freshness

StreamInsightDirectQuery

PowerPivot for SharePoint*Power BI

Real time Periodic Daily

SQL Server Integration Services

* Hackable – For more granularity, see Ian Smith’s blog:

http://smithicus.wordpress.com/2011/08/09/using-a-custom-data-refresh-schedule-in-powerpivot-for-sharepoint/

Use PowerPivot workbooks as cubes Data Source=http://pathtolibrary/Filename.xlsx

Prerequisites

Where we find the tools

ExcelPower PivotPower ViewPower QueryPower Map

SQL ServerReporting ServicesPowerPivot for SharePoint

SharePointExcel ServicesPerformancePointFilters

Office 365Power Q&AData Management Gateway

Power BI

Licensing

Excel OnlyPerformancePoint

SSRS Only SharePoint

On Premises Office 365

PerformancePoint

SharePoint Enterprise

Excel Only

SharePoint EnterpriseSQL Server Standard (basic)SQL Server BI (tabular or PowerPivot)

SSRS Only

SharePoint FoundationSQL Server Express or above Power BI

Licensing

Excel OnlyPerformancePoint

SSRS Only SharePoint

On Premises Office 365

Futures

Futures*

* Opinion only!!!!* Opinion only!!!!

Excel + Power x

Reporting Services

Q&A/Cheap advice

@diverdown1964whitepages.unlimitedviz.com