leveraging microsoft bi toolset to monitor performance

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Leveraging the Microsoft BI Toolset to Monitor Performance Dan English Business Intelligence Consultant Superior Consulting Services, LLC [email protected]

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There are many different pieces in the Microsoft BI toolset. In this session, we will take a look at all of the different pieces and utilize each of them to create a unified dashboard, where each component is being leveraged. The tools that will be utilized during this session will include SQL Server 2008, SSRS 2008, SSAS 2008, Excel 2007, Excel Services, PPS 2007, Dashboard Designer, SharePoint Server 2007 and possibly more. Goals - (1) Understanding all of the Microsoft BI components (2) Learn how all of the Microsoft components can work together (3) Provide insight and tips/tricks on leveraging the Microsoft tools

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Page 1: Leveraging Microsoft BI Toolset to Monitor Performance

Leveraging the Microsoft BI Toolset to Monitor Performance

Dan English Business Intelligence Consultant Superior Consulting Services, LLC

[email protected]

Page 2: Leveraging Microsoft BI Toolset to Monitor Performance

Speaker Background

• Developing with Microsoft technologies for over 12 years

• Over 5 years experience with Data Warehousing and Business Intelligence

• Architect and develop dashboard solutions for enterprise reporting and monitoring

• Experienced in ETL and Analysis Services development, requirements gathering, and data modeling

• Microsoft SQL Server MVP, Microsoft Certified IT Professional (MCITP), and Microsoft Certified Technology Specialist (MCTS)

• PASSMN 2009/2010 – Executive Board Chair (President)

• Twitter – http://twitter.com/denglishbi

• Vimeo Videos - http://vimeo.com/user3952239/videos

Dan English http://denglishbi.wordpress.com

Page 3: Leveraging Microsoft BI Toolset to Monitor Performance

SCS Background

• Founded in 1997, SCS is a technical consulting firm focused exclusively on Microsoft technologies to provide custom solutions

• Headquartered in Burnsville, MN

• Microsoft Gold Certified Partner

• Provide solutions in the areas of Business Intelligence, Reporting, Application Development, Networking, SharePoint, and Special Projects

• Our Methodology: "The Superior Way"

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Session Outline

• Microsoft Business Intelligence Overview

• Where to Start?

• Understanding the Options

• Demos

• What’s new?

• Questions

Page 5: Leveraging Microsoft BI Toolset to Monitor Performance

Quick Audience Poll

How many SQL/BI Developers? SharePoint Developers? Business Users?

How many are using Excel, Access, or Reporting Services for information delivery?

How many are currently using dashboards or portals?

How about PerformancePoint?

Page 6: Leveraging Microsoft BI Toolset to Monitor Performance

Microsoft’s BI Vision

Complete and integrated BI and Performance Management offering

Agile products that adapt to how you need the information

Built on a trusted part of your IT backbone

Improving organizations by providing business insights to

all employees leading to better, faster, more relevant decisions

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Microsoft Business Intelligence Overview

Business User Experience

•Analysis Services

•Reporting Services

•Integration Services

•Master Data Services

•Data Mining

•Data Warehousing

•Dashboards & Scorecards

•Excel Services

•Web based forms & workflow

•Collaboration

•Search

•Content Management

•LOB data integration

•Self-Service access & insight

•Data exploration & analysis

•Predictive analysis

•Data visualization

•Contextual visualization

Business Collaboration Platform

Data Infrastructure & BI Platform

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Are you confused yet?

Page 9: Leveraging Microsoft BI Toolset to Monitor Performance

Do you want this?

Page 10: Leveraging Microsoft BI Toolset to Monitor Performance

Microsoft BI Delivery Components

Reporting Services

• Operational

• Master / Detail

• Comparative

• Performance

• Ad-hoc (Report Builder)

• Dashboards

Excel

• End-user client

• Tabular

• Ad-hoc analysis

• Charts

• Macros / VBA / VSTA

PerformancePoint

• KPIs / Scorecards

• Analytical Reports

• Filtering

• Dashboards

• Interactive

• SharePoint Enterprise

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Reporting Services and Excel

Reach more desktops Access to SSAS cubes directly through Excel

Predictive analysis through Excel

Report rendering directly in Word and Excel

Extend SharePoint with rich reporting Combine collaboration and workflow capabilities with managed reporting

Centralized publishing, viewing, management, and delivery of reports through SharePoint

Accelerate performance management Access to thin analytical client for rich data exploration

Closed loop analysis tied to performance monitoring and planning

Page 12: Leveraging Microsoft BI Toolset to Monitor Performance

Report Builder

Intuitive, Office-optimized authoring environment for Business

users

New enhanced version of Report Builder

Extended reach of Reporting Services

Intuitive design interface

Combine business users friendly semantic layer with support

for direct SQL access

Ability to customize reports regardless

of initial design location

Seamless modification of data fields

and chart types

Support for:

Relational and multidimensional data

Multiple data sources

Multiple regions

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REPORTING SERVICES AND EXCEL Demo

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Reporting Services Demo Screenshots

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Excel Demo Screenshot

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PerformancePoint Server

Monitor

What happened?

What is happening? Analyze

Why did

it happen?

Plan

What will happen?

What do I want to

happen?

Strategy

Page 17: Leveraging Microsoft BI Toolset to Monitor Performance

PerformancePoint Highlights

• Dashboards − Dashboard Designer − Filters

• New Report Types − Thin, Interactive OLAP Charts − Thin, Interactive OLAP Grids − Strategy Maps − Excel Services

• New Scorecard Capabilities − Import Analysis Services KPIs − Export to Excel from Dashboards

• New Data Sources − Excel 2007 − Excel Services − SharePoint lists

• Enhanced User Experience − Bulk Editing − Analytic View Designer − Time Intelligence

• Extensibility

Page 18: Leveraging Microsoft BI Toolset to Monitor Performance

PerformancePoint Analytical Charts

Key Capabilities • Drill Up/Down • Drill Down To (Cross Drill) • Expand/Collapse • Pivot • Smart sizing • Show Details (Drill to Detail) • Tooltips for data points • Show chart data in a grid • Export to Excel or

PowerPoint • Show in New Window • AJAX technology

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Dashboard Designer

Key Capabilities • Add multiple item types • Scorecards • Charts • Grids • Strategy Maps • Other Reports

• Drag and drop items to canvas • Coordinate views with filters • Use flexible zone layouts • Deploy to SharePoint

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PERFORMANCEPOINT Demo

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Dashboard Designer Demo Screenshot

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SharePoint Dashboard Screenshot

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2010 New BI Items

• Reporting Services 2008 R2 Enhancements – New Visualizations – map, sparkline, indicator, data bar – Report Parts – Shared Datasets – Report Builder 3.0

• Excel 2010 – New Visualizations – sparkline, slicer

• PerformancePoint Services 2010 – Fully embedded in SharePoint 2010 – Decomposition Tree

• PowerPivot for Excel & SharePoint 2010

Page 24: Leveraging Microsoft BI Toolset to Monitor Performance

2010 New BI Screenshots

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Self-service analysis delivered thru Excel

2010

Work with massive amounts of data

Page 26: Leveraging Microsoft BI Toolset to Monitor Performance

PowerPivot Monitoring

Central Administration • Server Health

• Avg Instance CPU • Avg Instance Memory • Query Response Time • Activity • Performance

• Historical Utilization • Users vs Queries

• Usage monitoring • # of Users • # of Queries • Size of workbook

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Resources

• Microsoft BI Site • http://www.microsoft.com/bi/

• PerformancePoint Server 2007 training courses • http://office.microsoft.com/en-us/training/HA103523901033.aspx

• Up to Speed with PerformancePoint Dashboard Designer • http://office2010.microsoft.com/en-us/dashboard-designer-help/up-to-speed-with-performancepoint-dashboard-

designer-HA101818158.aspx

• PerformancePoint Team Blog • http://blogs.msdn.com/performancepoint/default.aspx

• Channel9 MSDN BI Screencasts • http://channel9.msdn.com/Showforum.aspx?forumid=38&tagid=277

• SQL Server Best Practices • http://msdn.microsoft.com/en-us/sqlserver/bb671432.aspx

• Microsoft Virtual Labs (TechNet and MSDN) • http://www.microsoft.com/events/vlabs/default.mspx

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QUESTIONS

Page 29: Leveraging Microsoft BI Toolset to Monitor Performance

THANK YOU! [email protected]