3 Agenda Self-Service BI Governance Overview Self-Service BI without GovernanceKey steps to establish governanceSelf-Service BI Reference ArchitectureBI governance within the greater context of IT governanceInvestment areas to support regulatory compliance and manage risks that are specific to Self-Service BI.Self-Service versus Managed Self-Service BISelf-Service BI as an Enabler for Enterprise BI
4 Unleash the power of Self-Service BI while maintaining control and oversight.
7 Self-Service BI can be risky. Unapproved data sourcesBad formulas and wrong resultsInsecuredevices and storage locationsProliferation of unmanaged business-critical solutions
8 Self-Service BI can help you succeed. Fast and dynamic access to reports and analysis where and when you need it.High adoption rate across organizational functions and business units.Familiar tools, productive collaboration, and open lines of communication.IT department in the role of a business enabler rather than a dependency.
22 Identify products and integration points Identify products and integration points. Self-Service BI relies on a complex infrastructure that is best broken down into smaller areas of ownership based on products and technologies.
23 Self-Service BI Reference Architecture Technology View SharePointInsightsPower ViewPowerPivotExcelReportsThird-PartyClient TierSharePoint ServerPowerPivot Add-InSearchPerformancePoint ServicesPresentation TierReporting Services Power ViewVisio ServicesExcel ServicesAudit and Control Management ServerSelf-Service BI GovernanceCorporate BI and Data GovernanceSQL ServerAnalysis ServicesSQL ServerReportingServicesInformation TierSQL ServerIntegration ServicesSQL ServerMaster Data ServicesSQL ServerData WarehouseData TierDeployed BI SemanticModelsRelationalDatabasesBusinessApplicationsFilesOData FeedsCloud Services
24 Establishing a Self-Service BI Environment Deploy your SharePoint 2013 farms andenable shared services, such as Excel Services and PerformancePoint Services.Reporting Services Power ViewPerformancePoint ServicesExcel ServicesVisio ServicesSharePoint 2013 EnterpriseSQL Server Analysis ServicesNative ECSFeatures1Install Analysis Services in SharePoint mode andregister the server in Excel Servicesto enable the core PowerPivot functionality.Core BIFeatures2SQL Server Database EngineInstall Reporting Services add-in andReporting Services in SharePoint-integrated modeto unlock stunning browser-based data exploration, visualization, and presentation experiences.Power View3CodeDescriptionPPublishAApprove/RejectCCreateRReadUUpdateDDeleteXAccess DeniedEExecuteSharePoint RoleDescriptionVisitorHas Read PrivilegesMemberHas Read & Contribute PrivilegesApproverHas Approver PrivilegesOwnerHas Administrator PrivilegesSecurity in a Self-Service BI environmentSelf-Service BI relies on the authenticationsubsystem and authorization model provided bySharePoint sites and libraries.
25 Taking Advantage of Workflows Reporting Services Power ViewPerformancePoint ServicesExcel ServicesVisio ServicesSharePoint 2013 Enterprise
26 Enabling Managed Self-Service BI PowerPivot for SharePoint 2013 Reporting Services Power ViewPerformancePoint ServicesExcel ServicesVisio ServicesSharePoint 2013 EnterpriseSQL Server Analysis ServicesDeploy the PowerPivot for SharePoint 2013 Add-Into provide additional capabilities, such as full access to workbooks as a data source, scheduled data refresh, PowerPivot Gallery, and IT Management Dashboard.All PowerPivotFeatures4SQL Server Database EngineIT Management DashboardTrack the usage of Excel workbooks with data models.Discover mission-critical Excel applications.Visualize system performance and usage.See data sources being used.Extend analysis with custom solutions based on the IT Management Dashboard data.
27 Management Dashboard Architecture Usage data collection must be enabled for SharePoint components to log usage data.PowerPivot Management DashboardClient LibrariesUsageLogsSharePoint Usage DatabasePowerPivot Web ServiceServer Health and Workbook Activity WorkbooksPowerPivotService ApplicationPowerPivot Management Data WorkbookExcel Calculation ServicesSharePoint Timer ServicePowerPivot Health Statistics CollectorUsage Data ImportUsage Data ProcessingMgmt Dashboard ProcessingPowerPivot Application Database(Customizing the PowerPivot Management Dashboard:
29 Managed Self-Service BI at the Next Level Spreadsheet CompareCompare spreadsheets side-by-side to identify and categorize their differences.Spreadsheet InquireAnalyze, document, understand and diagnose spreadsheet.Discovery and Risk AssessmentAssess and categorize spreadsheets and databases based on relevance, materiality and business impact.Audit and Control Management ServerNon-intrusive auditing of changes made to Excel spreadsheets and Access databases.
31 Self-Service BI to Enterprise BI Security FeaturesImport from Analysis Services or PowerPivotVisual Studio development with integrated TFS Source ControlTeam BIPowerPivot for SharePointPersonal BIPowerPivot for ExcelCorporate BIAnalysis ServicesPartitioning FeaturesOne Model for All End User Experiences
32 Summary A good, solid, BI Governance process will: Establish change management and training policiesIncrease adoption of BIDrive infrastructure and technology decisionsMitigate the risk of choosing the wrong platform because both business and IT needs are consideredRisks / Concerns include:Inadequate support from business and IT leadersBusiness users refusing to abide by the rulesLack of policy enforcementWhat should be governed?Source data for business data modelsBusiness data models, collaboration sites, and shared contentSecurity standards for accessing source data, and business information in reports, and Excel workbooksIn areas with limited exposure, BI can be less controlled and allow for a more empowerment of end users.How to implement?Involve business and IT leadersDetermine initial principles and goalsClarify ownerships of business information and infrastructureDevelop a training planConsider new requirements as they arise, reevaluate, and resolve conflictsProvide reports to executive sponsors