collaborative business intelligence kevin burrus brainspire solutions [email protected]...
TRANSCRIPT
When you think of Collaborative Business
Intelligence what do you see?
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Let’s think about the typical process for taking on new data sources
As new data sources are identified, requests go to IT to turn raw data into a report/model/etc…
IT
Business
… and business teams use this data to improve processes, and identify SWOTs
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But with bigger data, in both size and format, the squeeze of having only a central workflow can end up looking at lot more like this:
IT
Business
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So we have the start of our bottleneck. Multiple departments, multiple needs, and one path.
IT
Warehouse
Sales
Finance
Business Process
Call Center
Marketing
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Many businesses, pushing to gain insights faster, will decouple specific needs and functions from this central process.
IT
Warehouse
Sales
FinanceBusiness Process
Call Center
Marketing
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After this process of isolation kicks in, a timely question is asked
What are my forecast (manual) vs actual (automated) sales?
Bob, can you
just pull this
manually every
day too?
Oh, and I need it daily for it to be truly useful!
Can we see
this against
marketing
efforts as
well??
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When these reports hit limitations (Frequency, Scalability, Extensibility), large projects are formed to migrate desktop process automations to a central store
Officially
buried!!
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What’s wrong with this? Money and time are too things business cannot afford to waste.
So, how can we allow for enough flexibility so that businesses can more quickly answer their own questions in a way that scales?
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Consider a sample problem, and let’s walk through the collaborative business intelligence process
Your company is just getting started and are in the initial phase of a new ERP release. You know about a few reports that will be needed, but there are still a lot of unknowns around what is available and useful.
…and we cant exactly throw end users directly into this!
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Consider a sample problem, and let’s walk through the collaborative business intelligence process
So how do we handle the need?
Path 1: Start building out a data warehouse
Path 2: Build a few standard canned reports
Date Slicer Order Slicers Product Slicers
SalesOrderNumber Status PurchaseOrderNumber ProductName Date Sales Dollars Sales Units Average Selling PriceSO65277 5 PO3973124151 Touring-1000 Blue, 46 1/29/2014 $1,430.44 1 $1,430.44SO65277 5 PO3973124151 Touring-1000 Blue, 60 1/29/2014 $2,860.88 2 $1,430.44SO65277 5 PO3973124151 Touring-1000 Yellow, 60 1/29/2014 $1,430.44 1 $1,430.44SO65277 5 PO3973124151 Touring-2000 Blue, 54 1/29/2014 $2,186.73 3 $728.91SO65277 5 PO3973124151 Touring-2000 Blue, 60 1/29/2014 $728.91 1 $728.91SO65277 5 PO3973124151 Touring-3000 Blue, 50 1/29/2014 $445.41 1 $445.41SO65281 5 PO4118143390 Touring-1000 Blue, 46 1/29/2014 $5,721.77 4 $1,430.44SO65281 5 PO4118143390 Touring-1000 Blue, 60 1/29/2014 $4,291.33 3 $1,430.44SO65281 5 PO4118143390 Touring-1000 Yellow, 46 1/29/2014 $2,860.88 2 $1,430.44SO65281 5 PO4118143390 Touring-1000 Yellow, 50 1/29/2014 $4,291.33 3 $1,430.44SO65281 5 PO4118143390 Touring-2000 Blue, 46 1/29/2014 $728.91 1 $728.91SO65281 5 PO4118143390 Touring-2000 Blue, 54 1/29/2014 $728.91 1 $728.91SO65281 5 PO4118143390 Touring-2000 Blue, 60 1/29/2014 $728.91 1 $728.91SO65281 5 PO4118143390 Touring-3000 Blue, 54 1/29/2014 $445.41 1 $445.41SO65281 5 PO4118143390 Touring-3000 Blue, 58 1/29/2014 $445.41 1 $445.41SO65281 5 PO4118143390 Touring-3000 Yellow, 44 1/29/2014 $2,672.46 6 $445.41SO65281 5 PO4118143390 Touring-3000 Yellow, 54 1/29/2014 $445.41 1 $445.41SO65281 5 PO4118143390 Touring-3000 Yellow, 62 1/29/2014 $1,336.23 3 $445.41SO65313 5 PO6931182381 Touring-1000 Yellow, 54 1/29/2014 $1,430.44 1 $1,430.44SO67267 5 PO15399118335 Touring-1000 Yellow, 60 3/1/2014 $4,291.33 3 $1,430.44SO67267 5 PO15399118335 Touring-2000 Blue, 54 3/1/2014 $728.91 1 $728.91SO69414 5 PO15283145065 Touring-1000 Blue, 46 3/31/2014 $2,860.88 2 $1,430.44SO69414 5 PO15283145065 Touring-1000 Blue, 50 3/31/2014 $2,860.88 2 $1,430.44SO69414 5 PO15283145065 Touring-1000 Blue, 60 3/31/2014 $8,582.65 6 $1,430.44SO69414 5 PO15283145065 Touring-2000 Blue, 46 3/31/2014 $728.91 1 $728.91SO69414 5 PO15283145065 Touring-2000 Blue, 54 3/31/2014 $6,560.19 9 $728.91SO69414 5 PO15283145065 Touring-2000 Blue, 60 3/31/2014 $1,457.82 2 $728.91SO69414 5 PO15283145065 Touring-3000 Blue, 54 3/31/2014 $445.41 1 $445.41SO69414 5 PO15283145065 Touring-3000 Blue, 58 3/31/2014 $890.82 2 $445.41SO69414 5 PO15283145065 Touring-3000 Yellow, 50 3/31/2014 $2,227.05 5 $445.41SO69414 5 PO15283145065 Touring-3000 Yellow, 54 3/31/2014 $445.41 1 $445.41SO69512 5 PO7279111263 Touring-3000 Blue, 58 3/31/2014 $1,336.23 3 $445.41SO69549 5 PO7540191274 Touring-1000 Blue, 60 3/31/2014 $1,430.44 1 $1,430.44SO69549 5 PO7540191274 Touring-1000 Yellow, 60 3/31/2014 $4,291.33 3 $1,430.44SO69549 5 PO7540191274 Touring-2000 Blue, 54 3/31/2014 $728.91 1 $728.91
Grand Total $75,077.39 80 $938.47
Sales Order Detail
Year Quarter
2013-Q2 2013-Q3 2013-Q4
2014-Q1 2014-Q2 2011-Q1
2011-Q2 2011-Q3 2011-Q4
2012-Q1 2012-Q2 2012-Q3
2012-Q4 2013-Q1 2014-Q3
2014-Q4 2015-Q1 2015-Q2
Status
5
OnlineOrderFlag
FALSE
TRUE
CategoryName
Accessories
Bikes
Clothing
Components
N/A
Other
SubCategoryName
Bike Racks Bottles and Cages
Cleaners Helmets
Hydration Packs Mountain Bikes
Road Bikes Touring Bikes
Caps Gloves
Jerseys Shorts
Region
Central
Northeast
Northwest
Southeast
Southwest
Australia
Canada
France
Country
US AU
CA DE
FR GB
N/A
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Let’s consider a third option: Build functional models first using in-memory models
What alternatives do we have? With current self-service tools and capacity for workbook reports to be promoted to team and enterprise solutions, what if we created a functional in-memory model first, directly from the raw data sources? (yes, use replication databases if possible!)
Path 3: Model analytical data in memory first, and promote as needed
Self-Service Team BI Enterprise
World Class
1.) Use PowerPivot for Excel for initial prototype
2.) Promote to PowerPivot for SharePoint for Team self-service BI
3.) Promote to Tabular SSAS
4.) Use well defined and adopted data sources as primary intake for Data Warehouses
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First-adopters cycle through their data models and help find outliers and opportunities in data
Individual/ Team BI Enterprise BI
Excel data table (For Augmentation) ERP Database on SQL Server
PowerPivot for Excel
Operational / Canned
Analytical- Excel- Power View- PowerMaps
Data Layer
Data Storage
Integration and Transformation
Data Modeling
Reporting
Step 1: Start Small, Move Fast
Iterate, Iterate, Iterate!
IT helps build a base dimensional model and typically creates the SQL to pump data from relational to dimensional format. This is best done side-by-side our first adopters.
Analysts are free to generate measures using DAX, and excel-like language and can build out dashboards, flat reports, and rich Power View apps
Isolation of logic allows for rapid deployments of business logic changes
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Some models unlock real business value and need the scale of an enterprise solution
Individual/ Team BI Enterprise BI
SQL Server Database
SQL Server Integration Services
SQL Server Analysis Services (Tabular)
Operational / Canned
SQL Server Reporting Services (Table-View)
Analytical- Excel- Power View- PowerMaps
- Excel Sourced against SSAS- Power View- Power Maps- SQL Server Reporting Services (Dashboard)
Reporting
Data Storage
Integration and Transformation
Data Modeling
Data Layer
Step 3:
Iterate, Iterate, Iterate!
Upgrade Path to Enterprise
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Collaborative business intelligence pulls both business and IT closer in both knowledge and relationships
ETL
• SSIS• Informatic
a• Power
Query
Data Modeling
• OLAP• PowerPivo
t• Tabular
Reporting
• Excel• Reporting
Services• Tableau
Analytics and Action
• Feedback loops for business
IT can use one-on-one time with analysts to get closer to understanding business needs
Business users are introduced to modeling concepts and are able to apply scalable tools to data discovery missions
Questions?
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enables our clients to make better decisions because they always know exactly where their project stands, all tasks left to accomplish, any outstanding risks and detailed budget information.
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