SharePoint 2010 Business Intelligence Module 2: Business Intelligence

Overview Business Intelligence

Lesson: Business Intelligence Introduction BI Goals MS BI Goals Common Scenario Data Tools Process Security Barriers to Perfection

Introduction Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions  Provide Real Time information  Find inefficiencies  Save Money  Focus resources BI Helps with P = R – C  Profit = Revenue minus Costs Accomplished through  Data, Tools and Process

BI Goals – Why Implement BI? Save time and money  Improve the efficiency of data consumption by all parties Find the right data faster  If the data exists, but you don’t know where to find it, you can’t do your job Increase Revenue! Decrease Costs! BI helps to:  Identify key metrics, trends, issues and behaviors

MS BI Goals Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions  Delivered through a familiar environment  Integrated into business collaboration infrastructure  Built on a trusted and extensible platform Use these tools to provide:  A centrally hosted, secure, and personalizable BI Portal for scorecards and reports Empower the End Users

Empower End Users Tools that provide timely access to information (data sources)  PowerPivot model  SharePoint list  Relational and multidimensional Microsoft Office-optimized authoring  Powerful wizards for query and report design  Edit and customize regardless of where they were first created  Powerful visualizations (maps, sparklines, tablix) Deliver reports in a format that makes sense  Geospatial (mapping, routing, Bing)  PowerPivot (ATOM)  Word and Excel  HTML, PDF, CSV, XML, TIFF  SharePoint 2010

Self Service Reporting Enable end users to do it!  Re-use existing report parts  Utilize enhanced visualizations  Grab and Go Reporting  Central report administration within SharePoint Common reaction to Self Service Reporting:  My End Users can’t run reports The comeback reaction:  Stop thinking that way!

Simplicity and Complexity of Data Cost of data has gone down – means more of it!  $ MB harddrive to 1GB USB stick for $9 Data comes from and goes somewhere  Partners send to you, you put in data store Data comes in many different formats  EDI, CSV, web services, xml, json Data is stored in different locations  Data must be consolidated to Data Marts or Data Warehouse  Extract, Transform, Load (ETL) scripts must be built DM and DW can utilize advanced analysis techniques  Cubes, Data Mining Algorithms

Tools Empower users with familiar and easy to use tools  SharePoint 2010, Excel 2010, SQL Server 2008 R2 (Reporting Services, Analysis Services, PowerPivot)  Goal is a zero footprint solution (support all devices) Empower ALL users  Information Workers  IT Pros  Power Users  Business Decision Makers  Developers

Process Analytics OLAP Data Mining Benchmarking

Security Ensure the right people have access to the right data  Role based security  Department based security Implementing Security  SharePoint Security (SharePoint Groups)  Data Source Security (NTLM security, Views, etc)  Information Rights Management (Encrypted files) Self service BI?  What level of control will you allow the lowest level?

Barriers to Perfection Sponsorship  Someone has to give you the go ahead  DataMart/DataWarehouse projects often fail – someone has to take responsibility You have to ensure that it will work  Prototype a solution that really shows the benefits Many groups will be affected  Information workers, Business analysts, IT Operations teams, Executives Very large company (IBM, Microsoft, etc)  Geographical and large data considerations

Common Scenario Business Challenge  HR, Finance, Sales, IT has separate data sources and reporting systems  Build a single catalog/portal of access to all the data Everyone should be able to:  Unite disparate BI assets from across the enterprise  Access reports, scorecards and dashboards for all businesses from one portal  Attain secure and centralized delivery with data level security  Empower power users to publish BI using agile, self service model  Improve productivity, allowing users to locate, share and organize BI assets  Implement zero footprint deployment using thin client / browser SQL Server 2008 R2, SharePoint 2010 and Office 2010 is the answer!

Lab 1: Business Intelligence Questionnaire Answer some BI questions

Discussion For each student, discuss:  What reports do you build today?  Where does the data come from?  What does the ETL process look like?  Do you use advanced Data Mining/Modeling concepts?  What can be done better?  How do you envision using SharePoint?

Summary Business Intelligence will make your organization better! Remember P = R-C The new model = Empower end users Determine your Data, Tools and Process needs