1. 1 1 The Knowledge Worker’s Perspective: Self-Service of BI Rafal Lukawiecki Strategic Consultant, Project Botticelli Ltd rafal@projectbotticelli.com

2. 2 2 Objectives Understand how knowledge workers interact with a BI system Review Office and SharePoint as BI tools The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. The material presented is not certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to the information in this presentation. Portions © 2010 Project Botticelli Ltd & entire material © 2010 Microsoft Corp. Some slides contain quotations from copyrighted materials by other authors, as individually attributed or as already covered by Microsoft Copyright ownerships. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Project Botticelli Ltd as of the date of this presentation. Because Project Botticelli & Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided after the date of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE. This seminar is based on a number of sources including a few dozen of Microsoft-owned presentations, used with permission. Thank you to Chris Dial, Tara Seppa, Aydin Gencler, Ivan Kosyakov, Bryan Bredehoeft, Marin Bezic, and Donald Farmer with his entire team for all the support.

3. 3 Microsoft Office Excel 2010

4. 4 4 Excel Analytics Excel’s BI features: Deep Analysis Services integration New Visualisations Advanced Filtering Data Mining PowerPivot for Excel 2010 Including DAX

5. 5 5 Excel Services in SharePoint Part of SharePoint Server 2010 A server version of Excel: security, performance, enterprise scalability Why? One version of the truth Thin-client and collaboration Server based calculations Enabling collaborative PowerPivot

6. 6 6 Excel and Multidimensional Data Pivot Tables and Pivot Reports Support for KPIs Data from OLAP or PowerPivot!

7. 7 1. Pivot Reports for Multidimensional Analysis

8. 8 8 Data Mining Add-Ins for Excel Free add-in for Excel 2007 (and Visio) Works with 32 bit edition of Office 2010 Requires SQL Server Analysis Services Analyze Tab – simpler to use Data Mining Tab – full power

9. 9 1. Finding Outliers with Data Mining 2. Forecasting Sales with Time Series 3. Market Basket Analysis

10. 10 PowerPivot for Excel 2010 Ad-hoc large data analysis In-memory Database Like Analysis Services Fast, compressed, interactive User calculation Data integration No IT Dept support needed More in the last session of the day

11. 11 New Visualizations and Interactivity

12. 12 Excel 2010 and Excel Services Interactive slicers enable users to look at the data from various directions in Excel 2010 and in the browser through PowerPivot for SharePoint and Excel Services. Interactive Slicing and Dicing

13. 13 1. Slicing data with PowerPivot 2. Analysing a large volume of data 3. Creating sparklines and slicers

14. 14 PowerPivot for SharePoint 2010 Managed Self-Service Business Intelligence Collaborative, shared gallery of PowerPivots IT Pro management Lifecycle & Workflow Server Resource Management

15. 15 Share Insights Common view of organizational performance

16. 16 1. PowerPivot for SharePoint: Galleries 2. Integration with Excel

17. 17 Managing the BI Environment User driven application administration and monitoring Manage and facilitate access to secure organizational data

18. 18 SharePoint 2010 BI Dashboards: PerformancePoint Services

19. 19 PPS in SharePoint 2010 PerformancePoint Services in SharePoint 2010 improve over PerformancePoint Server 2007: SharePoint does all security, management, backup, respository of dashboard Decomposition Tree KPI Details Scorecard drilldown, dynamic hierarchies, calculated KPIs Dynamic, up-to-date filters for time intelligence SharePoint Dashboard Designer is smoother Better accessibility Analytic charts with value filtering and server-based conditional formatting

20. 20 Monitoring with PPS Business users can build performance dashboards easily

21. 21 Analytics with PPS Integration of KPIs and analytics Multidimensional slice and dice, drill-across, drill-to-detail, root-cause analysis, prediction and centralized business logic definitions No coding

22. 22 Reporting and Consolidation in PPS Combine operational and financial data into one report No need to reconsolidate manually Dynamic and standard reports Consistent live reports published from Excel to Reporting Services and SharePoint

23. 23 Dashboard Designer Details pane Workspace Browser Workspace

24. 24 Developing a Dashboard Choose a dashboard layout Assign elements to a dashboard zone Add filters Preview the dashboard Deploy to SharePoint

25. 25 1. Building a Dashboard, Scorecard, and a KPI Using SharePoint Server PerformancePoint Services

26. 26 Visualising BI with Microsoft Visio

27. 27 Two Trends that Lead to… The Messy Diagram

28. 28 Data Visualization Fault Analysis Tree Status Indicators Color By Value Text Callouts Data Bars

29. 29 Data Visualization Manufacturing Specialized Shapes

30. 30 Performance Point Server Visualize PPS Scorecard data in context

31. 31 Conclusions

32. 32 Summary Office 2010 makes BI easy to access by every knowledge worker Vision of Self-service BI starts with Office 2010 PerformancePoint Services for all your performance dashboards and scorecards Build a dashboard with KPIs today!

33. 33 © 2010 Microsoft Corporation & Project Botticelli Ltd. All rights reserved. The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. The material presented is not certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to the information in this presentation. Portions © 2010 Project Botticelli Ltd & entire material © 2010 Microsoft Corp. Some slides contain quotations from copyrighted materials by other authors, as individually attributed or as already covered by Microsoft Copyright ownerships. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Project Botticelli Ltd as of the date of this presentation. Because Project Botticelli & Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided after the date of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE.