business intelligence solutions using excel 2013 and power bi

Enabling Self Service Business Intelligence

using ExcelCIAPR – Ponce

February 8, 2014

Alan KooSenior Consultant | Nagnoi, Inc.www.alankoo.com | @alan_koo

Alan Koo | www.alankoo.com

Who am I?• Senior Consultant at Nagnoi, Inc.• 14+ years in SQL Server• 9+ years in BI & OLAP• Member of the Microsoft BI Advisors internal group• Microsoft MVP (5th year)• MCT Regional Lead – Puerto Rico• MCT since 2004 for Business Intelligence / SQL Server / .NET• Co-Founder of Puerto Rico PASS• PASS Regional Mentor - LATAM• Blogger: www.alankoo.com


AgendaIntro

Modern Self Service BI toolsExcel and Power BI

Discover and combine dataVisualize

Model & analyzeWhat is Next?

Industry Trends

Digital data will grow 44x over the next decade

DATA EXPLOSION

CONSUMERIZATION OF IT

PRIVATE & PUBLIC CLOUD

In 2015, public cloud services will account for 46% of net-new growth in overall IT product spending


Big Data

Enormous amounts of dataonline behavior of Facebook userstissue samples of cancer patients

purchasing habits of grocery shoppers crime statistics of cities

“internet of things”24/7 outpatient monitor

real-time telemetry devices

http://www.nytimes.com/2013/04/14/education/edlife/universities-offer-courses-in-a-hot-new-field-data-science.html?_r=1&

90%Of data in the

world, has been created in the last

2 years


The sexiest job in the 21st century

http://www.nytimes.com/2013/04/14/education/edlife/universities-offer-courses-in-a-hot-new-field-data-science.html?_r=1&http://hbr.org/2012/10/data-scientist-the-sexiest-job-of-the-21st-century/

Data Science


Data ScientistsThe magicians of the Big Data era

They crunch the data, use mathematical models to analyze it

and create narratives or visualizations to explain it, then

suggest how to use the information to make decisions

http://www.nytimes.com/2013/04/14/education/edlife/universities-offer-courses-in-a-hot-new-field-data-science.html?_r=1&


Where to begin?


Business Intelligence (BI)A broad category of applications and technologies

for gathering, storing, analyzing, and providing access

to data to help enterprise users make better business decisions.

Search Data Management


BI solution scenariosOperational Reporting

Access to existing data from operational systems

Business Process / Activity ManagementAnalysis and reporting capabilities for specific business processes or activities

Data Mart / Integrated Reporting and AnalyticsTools and access to business users of an application. to enhance its value by improving decision making

Enterprise Data Warehousing / Information Management Comprehensive integration of critical information across the enterprise.

Breaks down the barriers between applications.

Microsoft Developer & Platform Evangelism

Traditional BI: Integrated Reporting and Analytics

Data Sources

Staging Area

Manual Cleansing

Data Marts

Data Warehouse

Client Access

Client Access

1: Clients need access to data 2: Clients may access data sources directly 3: Data sources can be mirrored/replicated to reduce contention 4: The data warehouse manages data for analyzing and reporting 5: Data warehouse is periodically populated from data sources 6: Staging areas may simplify the data warehouse population 7: Manual cleansing may be required to cleanse dirty data 8: Clients use various tools to query the data warehouse 9: Delivering BI enables a process of continuous business improvement


15

Silos of Data

Data Warehouse

Call Center

Web Apps

Inventory

ERPHR

Finance

CRM



From Traditional to Self Service BI


Self-Service BI or simply better results?

• Because the organization has insufficient insight into its data

• Because traditional BI is too expensive• Because traditional BI is too slow• Because you were told to go get it

http://www.powerpivotpro.com/2013/06/self-serve-bi-tool-scorecard-powerpivot-vs-the-others-and-why-not-all-checkboxes-are-equal/

A self-serve BI tool is a means to an endYou need one to solve some combination of #1-3 above.


Modern Self-Service BI players


Microsoft Excel for BI???“…self-service BI solutions to everyday

business users through the familiar tool they already use ..”

http://blogs.technet.com/b/dataplatforminsider/archive/2013/07/08/introducing-power-bi-for-office-365.aspx


Microsoft Excel for BI• It is very likely that Excel is already the lifeblood of your organization • These people will be the primary power users of any new self-serve tool

you adopt• All of the tools tend to look a lot easier to learn than they are• Excel is FAR more flexible than ANY of the other tools• “Export to Excel” exists because of Excel’s flexibility,

not just because of Excel’s popularity• If Excel isn’t your BI tool, all of that “Export to Excel”

activity leads to fragmented intelligence.

http://www.powerpivotpro.com/2013/06/self-serve-bi-tool-scorecard-powerpivot-vs-the-others-and-why-not-all-checkboxes-are-equal/


Power BI ()

…bring the power of big data insights to the people who are closest to the business – not a specialist with an expensive, specialized tool --

but everyone in the organization can find deeper insights that will help them make

better decisions..”

http://blogs.technet.com/b/dataplatforminsider/archive/2013/07/08/introducing-power-bi-for-office-365.aspx


Power BI (Excel)


Power BI (Cloud – Office 365)


Power BI (in Excel)

Power Query• Query data• Clean data

Power Pivot• Model tables• View in Pivot Tables /

Charts

Power View / Power Map• “Prettier” visualizations• Can map

Discover & Combine Model & Analyze Visualize


Power BI for Office 365 (Excel) Components• Power Pivot

(embedded in Excel 2013) – need to be enabled• Power View

(embedded in Excel 2013) - need to be enabled• Power Query – need to be downloaded and installed

• Power Map – need to be downloaded and installed


Power BI for Excel components requirements• The following Office versions are supported:

– Office 2013 Professional Plus– Office 365 ProPlus

• Supported Operating SystemWindows 7, Windows 8, Windows Server 2008 R2, Windows Server 2012, Windows Vista

– Windows Vista (requires .NET 3.5 SP1)– Windows Server 2008 (requires .NET 3.5 SP1)– Windows 7– Windows 8

http://office.microsoft.com/en-us/excel/power-bi-download-add-in-FX104087144.aspx


Power BI: Discover & CombinePower Query

Help customers easily discover, access, and combine their data


What can I do with Power Query?• Search public data • Import data into Excel from a

wide variety of data sources• Shape it:

– Custom columns– Aggregate data– Combine– Advance querys (formula

language)– Drill down– Filter

– Group rows– Remove duplicates– Replace values– Sort– Split– Unpivot / Pivot


Demo

Power Query in action!


Power Query: more flexibility???

“M” language


Power BI: VisualizePower View

Help business users discover and share new insights with

colleagues through interactive charts and graphs

Power MapAllows user to create rich 3D

geospatial visualizations


Power ViewAn interactive data exploration, visualization, and

presentation experience. Provides intuitive ad-hoc reporting for business users such as data analysts, business decision

makers, and information workers.


With Power Map you can....• Map Data: plot up to a million rows of data in 3-D,

visually on Bing maps.• Discover Insights: gain new understandings by

seeing your data in geographic space and seeing time-stamped data change over time.

• Share Stories: capture screenshots and build cinematic, guided video tours that can be shared broadly, engaging audiences like never before.


Demo

Power Map in action!

Dallas Utilities


Power BI: Model & AnalyzePower Pivot

Create flexible models, process hundreds of

millions of rows of data in split second times


Data Analysis Expressions (DAX)• Programming language for PowerPivot (SSAS 2012

Tabular)• Simple, clean, powerful, fast, not easy• Tabular requires simpler data modeling for good

result• Thinking in DAX is a new attitude

Sample Data - Contoso


Demo

Enriching your data with a Power Pivot

model


Power Pivot features learned today1. Import from text files (CSV)

2. Excel as linked tables (Calendar)3. Pivot table Slicers

4. Hierarchies5. Create relations between tables

6. Model cleansing7. Calculated Columns

8. Basic DAX functions (IIF, RELATED)


PowerPivot flavorsPowerPivot for Excel Personal Analytics

PowerPivot for Sharepoint Team AnalyticsAnalysis Services Corporate Analytics

PowerPivot for Excel Personal Analytics

BI Semantic Model: from personal to corporate BI

http://sqlchick.com/storage/PersonalTeamCorporate.png

Twit analysis tool for Excel

http://social.technet.microsoft.com/wiki/contents/articles/15665.analytics-for-twitter-2013.aspx


Q & A Feature of Power BI (coming soon)

• Natural language based experience for interacting with data“Show London clients” “Show number of products”

“Number of songs per year” “Total number of employees for finance, HR, marketing in Europe

by employee country”


Power BI Video

What is the best selling Song of All Time?

http://www.youtube.com/watch?v=Jsa-5LGx_IY

http://www.youtube.com/watch?v=Jsa-5LGx_IY


Wrapping up: Self Service BIOpens a new window of opportunities

Increase productivity while giving visibilityScalable to an Enterprise BI Solution

Foundation for Business Intelligence (BI) to the Masses

Just play and have fun!


Questions?


Nestor Figueroa | [email protected]

Authorized Training Center

Designed for professionals who want to use PowerPivot’s full capabilities, the PowerPivot Workshop is a two/three-day course that covers PowerPivot topics,

starting from basic concepts and moving on up to complex data models and DAX formulas with the goal

to facilitate the use of PowerPivot in the real world.

Puerto Rico PASS Chapter

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Thank You!

Alan Koo LabrínSenior Consultant | Nagnoi, Inc.Blog: www.alankoo.comTwitter: @alan_koo

http://www.alankoo.com/


Resources• Power BI Home Page• Gapminder• Data.gov• Microsoft Power Query for Excel Help

http://office.microsoft.com/en-us/excel-help/microsoft-power-query-for-excel-help-HA104003813.aspx

• Power Query basicshttp://datapigtechnologies.com/blog/index.php/cool-things-you-can-do-with-data-explorer/

• Importing Data From Multiple Log Fileshttp://cwebbbi.wordpress.com/2013/03/01/importing-data-from-multiple-log-files-using-data-explorer/




http://datapigtechnologies.com/blog/index.php/cool-things-you-can-do-with-data-explorer/

http://datapigtechnologies.com/blog/index.php/cool-things-you-can-do-with-data-explorer/

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