Delivering BI Through Microsoft Office System 2007Rafal LukawieckiStrategic Consultant, Project Botticelli Ltdrafal@projectbotticelli.com

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Objectives

• Understand how knowledge workers interact with a BI system

• Review Excel, Visio, and Sharepoint/PerformancePoint Server

This seminar is based on a number of sources including a few dozen of Microsoft-owned presentations, used with permission. Thank you to Marin Bezic, Kathy Sabourin, Aydin Gencler, Bryan Bredehoeft, and Chris Dial for all the support. Thank you to Maciej Pilecki for assistance with demos.

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 © 2009 Project Botticelli Ltd & entire material © 2009 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.

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Excel 2007

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Excel + Excel Services

• Excel• Ad-hoc analytics• New BI features:

• Deep Analysis Services integration• Data Mining

• Excel Services• Part of MOSS 2007• A ‘real’ server product – security, perf, scale• Scenarios

• One version of the truth• BI• Server based calculations

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Data Mining Add-Ins for Excel

• Free add-in for Excel 2007• Requires SQL Server 2008 Analysis Services

• Analyze Tab – simpler to use• Data Mining Tab – full power

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Excel and Multidimensional Data• New Pivot Tables in Excel 2007• Support for KPIs from OLAP

• Naturally, integration with PerformancePoint Server

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1. Pivot Reports for Multidimensional Analysis2. Market Basket Analysis3. Finding Outliers with Data Mining

Demo

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SharePoint Performance Services

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Single Data ModelSingle Data Model

Performance Management

ForecastingWhat will happen?

Process requires past information, present conditions and future outcomes

Reporting

What happened?

Scorecard & Dashboard

What is happening?

Analytics

Why?

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Office SharePoint Server 2007

SQL Server 2005 or 2008

SQL Server Integration

Services

SQL Server Reporting ServicesBI

Platform

Performance ManagementApplications

Position of PerformancePoint Server 2007PPS SP2 (Dec 08) Enabled SQL 2008

SQL Server Analysis Services

Office Excel 2007

Business Scorecard

Manager 2005

ProClarity Analytics 6

Now: PerformancePoint

Server 2007

Future: SharePoint Server Performance

Services

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Monitoring with PPS

• Business users can build performance dashboards easily through an integrated design experience across monitoring and analytics

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Analytics with PPS

• Capture and share analytical best practices

• No coding• Integration of KPIs and

analytics• Use multidimensional

slice and dice, drill-across, drill-to-detail, root-cause analysis, prediction and centralized business logic definitions

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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 reports

• Consistent live reports published from Excel to Reporting Services and Microsoft Office Server

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Architecture

DataSources

Scorecard Server

Deploy ScorecardDeploy Scorecard

Web Service

DashboardDesigner

DashboardDesigner

MOSSMOSS

Build ScorecardBuild Scorecard

Scorecard Database

Access DataAccess Data

ExcelExcel

PowerPointPowerPoint

SSRSSSRS

ASP.NETASP.NET

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Dashboard Designer

Details pane

WorkspaceBrowser

Workspace

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Indicator

• Communicate progress toward goals visually• Target value at center with actual value deviation

above or below• Use 3 to 10 bands to show relationship between

actual and target values

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A Normalized KPI

• Compares actual and target values as ratios• (Target value-worst value) as 100%• (Actual value –worst value) / target value

as percentage of target value

1) Target value

2) Actual value

3) Worst value

4) Target value – worst value

5) Actual value – worst value

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An Actual Value KPI

• Compares actual value to defined threshold ranges

• Ignores target value

1) Worst value

2) Actual value

3) Best value

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A Scored KPI

• Compares actual value to defined threshold ranges

• Ignores target value

1) Lowest score (-1)

2) Actual value

3) Highest score (1)

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Developing a Dashboard

• Choose a dashboard layout• Assign elements to a dashboard zone• Add filters• Preview the dashboard• Deploy to SharePoint

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Building a Dashboard, Scorecard, and a KPI Using PerformancePoint Server

Demo

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Visualising BI with Microsoft Visio

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Two Trends that Lead to…The Messy Diagram

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Data VisualizationFault Analysis Tree

Status Indicator

s

Color By Value

Text Callouts

Data Bars

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Data VisualizationManufacturing

Specialized Shapes

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Performance Point ServerVisualize

PPS Scorecard

data in context

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Conclusions

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Summary

• Office 2007 makes BI easy to access by every knowledge worker

• Vision of Self-service BI starts with Office 2007• Performance Services helps monitor and analyse

company performance

• Build a dashboard with KPIs today!

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© 2009 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 © 2009 Project Botticelli Ltd & entire material © 2009 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.