Planning & forecasting with SQL Server, Excel and SharePoint Simon Lidberg Principal System Engineer – Microsoft BI

Who is Simon? Worked with databases since 1998 Worked with SQL Server since 1998 Worked at Microsoft since 2000 Focused on BI since 2007

Created by end users No traceability Error prone Manual process Data Mart Data Warehouse CRMCRM Sales Analytics PlanningPlanningDashboardDashboard Management Reporting Planning and Performance Management today

Typical planning solution

Microsoft solution

Partner solutions Tagetik DS Panel Canvas planning Others

Planning based on SQL, Excel and SharePoint

Writeback in SSAS Demo

Writeback in SSAS Minimize number of dimensions Use the correct grain Proper partitioning

Writeback in Excel Demo

Writeback in Excel Controlling allocations write-back-in-excel-2010.aspx write-back-in-excel-2010.aspx Extending the Office interface

Sharepoint workflows Demo

Sharepoint workflows HA aspx

Planning based on SQL, Excel and SharePoint

Summary Great solution for general planning Simple to configure and use Builds on stuff that the customers own and use

Notes (hidden)

THANK YOU! For attending this session and PASS SQLRally Nordic 2011, Stockholm