rg connect 2012 bi session - earl hunt · rg connect 2012 every pitcher tells a story doughnut....

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10/16/2012 1 RG Connect 2012 Partnering to Drive Productivity Using the Right Tools to Build Quality Business Intelligence and Reporting for Microsoft Dynamics GP Earl Hunt – Solutions Consultant [email protected] Partnering to Drive Productivity Today’s Agenda What is Business Intelligence? VISUAL Self-Service BI Obstacles to Effective BI Available Tools Demonstration – Some Examples Summary RG Connect 2012

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Page 1: RG Connect 2012 BI Session - Earl Hunt · RG Connect 2012 Every Pitcher Tells a Story Doughnut. 10/16/2012 7 ... Sharepoint/Business Portal – Display SRS Charts/KPI’s Analysis

10/16/2012

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RG Connect 2012Partnering to Drive Productivity

Using the Right Tools to Build Quality Business Intelligence and Reporting for Microsoft Dynamics GPEarl Hunt – Solutions [email protected]

Partnering to Drive Productivity

Today’s Agenda• What is Business Intelligence?• VISUAL Self-Service BI• Obstacles to Effective BI• Available Tools• Demonstration – Some Examples• Summary

RG Connect 2012

Page 2: RG Connect 2012 BI Session - Earl Hunt · RG Connect 2012 Every Pitcher Tells a Story Doughnut. 10/16/2012 7 ... Sharepoint/Business Portal – Display SRS Charts/KPI’s Analysis

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Partnering to Drive Productivity

What is Business Intelligence

RG Connect 2012

Partnering to Drive Productivity

Many Aspects

RG Connect 2012

Information ManagementOLAP

Data Warehouse

Decision SupportDashboards Visualization

Management Information

Scorecards

Query and Reporting

Page 3: RG Connect 2012 BI Session - Earl Hunt · RG Connect 2012 Every Pitcher Tells a Story Doughnut. 10/16/2012 7 ... Sharepoint/Business Portal – Display SRS Charts/KPI’s Analysis

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Partnering to Drive Productivity

Types of Business Intelligence• Personal

Role Specific Generally not Shared Non-Complex Tools Real time information

• Team Departmental Needs to be Easily Shared Both Reports and Graphical Up-to-date information

RG Connect 2012

Partnering to Drive Productivity

Types of Business Intelligence• Organizational

Organization Wide Often presents both ERP and Non-ERP info Pre-formatted with drill down capability More used by Non-ERP users

RG Connect 2012

Page 4: RG Connect 2012 BI Session - Earl Hunt · RG Connect 2012 Every Pitcher Tells a Story Doughnut. 10/16/2012 7 ... Sharepoint/Business Portal – Display SRS Charts/KPI’s Analysis

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Partnering to Drive Productivity

Strategic Alignment

RG Connect 2012

Partnering to Drive Productivity

Dr. Gerry Faust – Responsibility for Actions and RESULTS

RG Connect 2012

Page 5: RG Connect 2012 BI Session - Earl Hunt · RG Connect 2012 Every Pitcher Tells a Story Doughnut. 10/16/2012 7 ... Sharepoint/Business Portal – Display SRS Charts/KPI’s Analysis

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Partnering to Drive Productivity

What is Business Intelligence

RG Connect 2012

What Information, If You Had It, Would Transform the Way You Run Your Organization?

Partnering to Drive ProductivityRG Connect 2012

Thames River Cholera Outbreak Data ‐ 1854

The Importance of Visualization

Dr. John Snow

Page 6: RG Connect 2012 BI Session - Earl Hunt · RG Connect 2012 Every Pitcher Tells a Story Doughnut. 10/16/2012 7 ... Sharepoint/Business Portal – Display SRS Charts/KPI’s Analysis

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Partnering to Drive Productivity

Seeing is Understanding

RG Connect 2012

Partnering to Drive Productivity

Why Visual BI?

RG Connect 2012

Every Pitcher Tells a Story Doughnut

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Partnering to Drive Productivity

Visual Self-Service BIAberdeen Group Study – Business Answers at Your Fingertips

Best in Class Use Tactical or Operational Dashboards• To Expose the Metrics that Support Decision Making• Daily, Hourly or Real-Time Visualizations

RG Connect 2012

Partnering to Drive Productivity

Visual Self-Service BI For Large Datasets

• Ability to Ask Questions in a Shortened Timeframe• Start Measuring “Time-To-Information”• Use a Data Warehouse Appliance (like Analysis Cubes)

RG Connect 2012

Page 8: RG Connect 2012 BI Session - Earl Hunt · RG Connect 2012 Every Pitcher Tells a Story Doughnut. 10/16/2012 7 ... Sharepoint/Business Portal – Display SRS Charts/KPI’s Analysis

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Partnering to Drive Productivity

Data ProliferationDigital Information Created in 2010

1.2 Zettabytes(1,200 Exabytes or 1.2M Petabytes)

RG Connect 2012

Equals 707 Trillion Copies of the more than 2,000 page  U.S. Patient Protection and Affordable Care Act – which, if stacked end to end, would stretch from Earth to Pluto and back 16 times

Bonus Question: What comes after a Zettabyte?

A Yottabye

Partnering to Drive Productivity

Obstacles to Effective BI• Don’t Know What Tools are Available

We will address that issue today

• Underlying Data Structure Hard to Understand

Concept of Metadata

• Getting the Information to the People Who Need it for Decision Making

Most Tools Can Deploy to the Web orMobile Devices

RG Connect 2012

Page 9: RG Connect 2012 BI Session - Earl Hunt · RG Connect 2012 Every Pitcher Tells a Story Doughnut. 10/16/2012 7 ... Sharepoint/Business Portal – Display SRS Charts/KPI’s Analysis

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Partnering to Drive Productivity

Concept of Metadata

RG Connect 2012

Goodbye to Cryptic Table Names (SOP60100?)

• Data Warehouses – “Cubes”• Report Models – Tables pre-joined• Easy to Understand Data Elements

Partnering to Drive ProductivityRG Connect 2012

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Partnering to Drive Productivity

Available Visual Tools• Microsoft Products

SQL Reporting Services – Create and Display Business Analyzer- Display SRS Charts/KPI’s Sharepoint/Business Portal – Display SRS Charts/KPI’s Analysis Cubes – Optimized Data Source Excel PowerPivot – Free Add-in SQL Server 2012 PowerView – Visual Display

• Third Party Products Tableau – Visual Display & Analysis Geckoboard – Fast Set Up of Metrics Dashboard Hundreds of Others

RG Connect 2012

Partnering to Drive Productivity

Let’s Take a Look• PowerPivot Dashboards – Excel Add-in

• SRS Chart Deployed to Business Analyzer

• Tableau Analysis

• PowerView Dashboards – SQL 2012

• Geckoboard

RG Connect 2012

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Partnering to Drive Productivity

In Summary1. More Powerful Tools Are Available at Lower Costs

Than Ever Before

2. Investments Should Be Driven by Information Needed to Make Decisions and Enable Results

3. Timeliness and Consistency/Accuracy of Information Needs to be Managed to Avoid Making “the right decision with the wrong information”

4. Visual BI & Analytics Should Be an Area Where Consistent Investments are Made. Create a “Culture of Curiosity”

RG Connect 2012

“Teach People to Manage from the Numbers to Improve the Numbers” – G. Faust

Partnering to Drive Productivity

Questions?

RG Connect 2012