1 1 the analyst's perspective: advanced bi with powerpivot dax, sharepoint dashboards, and sql...
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The Analyst's Perspective: Advanced BI with PowerPivot DAX, SharePoint Dashboards, and SQL Data MiningRafal LukawieckiStrategic Consultant, Project Botticelli [email protected]
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Objectives
Introduce more advanced BI analytics from MicrosoftDiscuss using SharePoint 2010 as a BI Dashboard environment
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.
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PowerPivot on SharePoint 2010Manageability
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PowerPivot for SharePoint 2010Managed Self-Service Business Intelligence
Collaborative, shared gallery of PowerPivots
IT Pro managementLifecycle & WorkflowServer Resource Management
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Share Insights Common view of organizational performance
Publish and share rich workbooks to SharePoint
PowerPivot capabilities grant access to unlimited data secured in SharePoint
Workbook data can be refreshed manually or automatically
Same rich fidelity with web browser including Ribbon and Excel functions
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1. PowerPivot for SharePoint: Uploading Documents to Server
2. Galleries
demos
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Managing the BI Environment
User driven application administration and monitoring
Simplify management of BI content using IT Operations Dashboard
for SharePoint
Manage and facilitate access to secure organizational data
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1. PowerPivot Management Dashboard2. Anticipating a self-created BI that can
become an organisational concern
demos
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PowerPivot Client Architecture
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PowerPivot – Part of SharePoint
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PowerPivot DAX
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Data Analysis Expressions (DAX)
Simple Excel-style formulas Define new fields in the PivotTable field list Enable Excel users to perform powerful data analysis using the skills they already have
Has elements of MDX but does not replace MDX
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Data Analysis Expressions (DAX)
No notion of addressing individual cells or rangesDAX functions refer to columns in the data
Sample DAX expression Means:= [First Name] &“ ”& [Last Name] String concatenation just like Excel
=SUM(Sales[Amount])SUM function takes a column name instead of a range of cells
=RELATED (Product[Cost])new RELATED function follows relationship between tables
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More than 80 Excel Functions in DAXDate and Time Information Math and Trig Statistical TextDATE ISBLANK ABS AVERAGE CONCATENATEDATEVALUE ISERROR CEILING, ISO.CEILING AVERAGEA EXACTDAY ISLOGICAL EXP COUNT FINDEDATE ISNONTEXT FACT COUNTA FIXEDEOMONTH ISNUMBER FLOOR COUNTBLANK LEFTHOUR ISTEXT INT MAX LENMINUTE LN MAXA LOWERMONTH Logical LOG MIN MIDNOW AND LOG10 MINA REPLACESECOND IF MOD REPTTIME IFERROR MROUND RIGHTTIMEVALUE NOT PI SEARCHTODAY OR POWER SUBSTITUTEWEEKDAY FALSE QUOTIENT TRIMWEEKNUM TRUE RAND UPPERYEAR RANDBETWEEN VALUEYEARFRAC ROUND
ROUNDDOWNROUNDUPSIGNSQRTSUMSUMSQTRUNC
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Example: Functions over a Time Period
TotalMTD (Expression, Date_Column [, SetFilter])TotalQTD (Expression, Date_Column [, SetFilter])TotalYTD (Expression, Date_Column [, SetFilter] [,YE_Date])
OpeningBalanceMonth (Expression, Date_Column [,SetFilter])OpeningBalanceQuarter (Expression, Date_Column [,SetFilter])OpeningBalanceYear (Expression, Date_Column [,SetFilter] [,YE_Date])
ClosingBalanceMonth (Expression, Date_Column [,SetFilter])ClosingBalanceQuarter (Expression, Date_Column [,SetFilter]) ClosingBalanceYear (Expression, Date_Column [,SetFilter] [,YE_Date])
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1. DAX for Creating Calculated Measures2. DAX for Creating New Columns
demos
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SharePoint 2010 BI Dashboards:PerformancePoint Services
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PPS in SharePoint 2010
PerformancePoint Services in SharePoint 2010 improve over PerformancePoint Server 2007:
SharePoint does all security, management, backup, respository of dashboardDecomposition TreeKPI DetailsScorecard drilldown, dynamic hierarchies, calculated KPIsDynamic, up-to-date filters for time intelligenceSharePoint Dashboard Designer is smootherBetter accessibilityAnalytic charts with value filtering and server-based conditional formatting
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Monitoring with PPS
Business users can build performance dashboards easily
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Analytics with PPS
Integration of KPIs and analyticsMultidimensional slice and dice, drill-across, drill-to-detail, root-cause analysis, prediction and centralized business logic definitionsNo coding
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Reporting and Consolidation in PPS
Combine operational and financial data into one report
No need to reconsolidate manually
Dynamic and standard reportsConsistent live reports published from Excel to Reporting Services and SharePoint
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1. Building a Dashboard, Scorecard, and a KPI Using SharePoint Server PerformancePoint Services
demos
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Visualising BI with Microsoft Visio and SharePoint 2010
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Two Trends that Lead to…The Messy Diagram
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Data VisualizationFault Analysis Tree
Status Indicators
Color By Value
Text Callouts
Data Bars
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Data VisualizationManufacturing
Specialized Shapes
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Strategy Maps VisualizePPS Scorecard data in context
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Data Mining with SQL Server
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What does Data Mining Do?
Explores Your Data
Finds Patterns
Performs Predictions
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Data Mining TechniquesAlgorithm Description
Decision Trees Finds the odds of an outcome based on values in a training set
Association Rules Identifies relationships between cases
Clustering Classifies cases into distinctive groups based on any attribute sets
Naïve Bayes Clearly shows the differences in a particular variable for various data elements
Sequence Clustering
Groups or clusters data based on a sequence of previous events
Time Series Analyzes and forecasts time-based data combining the powerof ARTXP (developed by Microsoft Research) for short-term predictionswith ARIMA (in SQL 2008) for long-term accuracy.
Neural Nets Seeks to uncover non-intuitive relationships in data
Linear Regression Determines the relationship between columns in order to predict an outcome
Logistic Regression
Determines the relationship between columns in order to evaluate the probability that a column will contain a specific state
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1. Association Rules for Market Basket Analysis
2. Automatic recommendation engine using DMX queries
demos
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Want Powerful BI Applications?
You should have a Data Warehouse
Want BI Apps quickly?PowerPivot
Want great self-service BI?Ensure good dimensional design:
Easy to understand for a knowledge workerFlexibleCorrect and aligned
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Complementary BI Contexts
Personal BI
Self-Service Ad-hoc Analysis
Team BIShared,
Collaborative Insight
Organizational BIPre-designed,
aligned, approved
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Business User Experience
Microsoft Business IntelligenceEnd-to-End BI for Everyone
Business Collaboration Platform
Data Infrastructure & BI Platform
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ResourcesProject Botticelli at your service!
Training, mentoring, “do-it-with-you” on-the-job assistance with all BI and SQL needsEmail me at [email protected]
Home: www.microsoft.com/biIDV Visual Fusion: [email protected]
Demos on www.powerpivot.com, www.powerpivotgeek.com, www.sqlserveranalysisservices.com, www.sqlserverdatamining.com, www.codeplex.com
More demos and sessions at www.microsoft.com/technetspotlight
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© 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.