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  • 11

    The Analyst's Perspective: Advanced BI with PowerPivot DAX, SharePoint Dashboards, and SQL Data Mining

    Rafal LukawieckiStrategic Consultant, Project Botticelli Ltdrafal@projectbotticelli.com

  • 22

    Objectives

    Introduce more advanced BI analytics from Microsoft

    Discuss using SharePoint 2010 as a BI Dashboard environment

    The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. Thematerial presented is not certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to theinformation in this presentation.

    Portions 2010 Project Botticelli Ltd & entire material 2010 Microsoft Corp. Some slides contain quotations from copyrighted materials byother 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. Theinformation herein is for informational purposes only and represents the current view of Project Botticelli Ltd as of the date of thispresentation. Because Project Botticelli & Microsoft must respond to changing market conditions, it should not be interpreted to be acommitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided after thedate of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE.

    This seminar is based on a number of sources including a few dozen of Microsoft-owned presentations, used with permission. Thank you to Chris Dial, Tara Seppa, Aydin Gencler, Ivan Kosyakov, Bryan Bredehoeft, Marin Bezic, and Donald Farmer with his entire team for all the support.

  • 3

    PowerPivot on SharePoint 2010Manageability

  • 44

    PowerPivot for SharePoint 2010Managed Self-Service Business Intelligence

    Collaborative, shared gallery of PowerPivots

    IT Pro managementLifecycle & Workflow

    Server Resource Management

  • 55

    Share Insights Common view of organizational performance

  • 6

    1. PowerPivot for SharePoint: Uploading Documents to Server

    2. Galleries

  • 77

    Managing the BI Environment

    User driven application administration and monitoring

    Manage and facilitate access to secure organizational data

  • 8

    1. PowerPivot Management Dashboard2. Anticipating a self-created BI that can

    become an organisational concern

  • 99

    PowerPivot Infrastructure Overview

    SharePoint Farm

    WFE

    App Servers

    Content dBs

    NLB

    Excel, RB, PerfPoint

    Power User

    Data Sources

    Excel Services

    PowerPivot Mid-Tier

    AS Engine

    Browser

    Standard User

    PowerPivot Add-In

  • 1010

    PowerPivot Infrastructure: Excel

    SharePoint Farm

    WFE

    App Servers

    Content dBs

    NLB

    Excel Services

    Gemini Mid-Tier

    Gemini Engine

    Browser

    Standard User

    Excel, RB, PerfPoint

    Power User

    Data Sources

    Use of IMBI Engine: In-Memory Column-

    Based store

    Once data is imported, all calculations

    are performed on client

    Excel now has its own local SSAS

    engine

    Added Excel power functions for Gemini

    called DAX (Data Analysis eXpressions)

    Use of new compression algorithm to

    significantly compress the data ~ 10:1

    Added slicer functionality: not just for UI

    but for smoother SharePoint integration

    PowerPivot Add-In

  • 1111

    Excel, RB, PerfPoint

    Power User

    Data Sources

    Browser

    Standard User

    SharePoint Farm

    WFE

    App Servers

    Content dBs

    NLB

    Excel Services

    PowerPivot Mid-Tier

    AS Engine

    PowerPivot SharePoint Integration: ECS Viewing

    Excel Web Access

  • 1212

    Excel, RB, PerfPoint

    Power User

    Data Sources

    Browser

    Standard User

    SharePoint Farm

    WFE

    App Servers

    Content dBs

    NLB

    Excel Services

    PowerPivot Mid-Tier

    AS Engine

    PowerPivot SharePoint Integration: Server Action

    Excel Web Access

  • 13

    PowerPivot DAX

  • 1414

    Data Analysis Expressions (DAX)

    Simple Excel-style formulas

    Define new fields in the PivotTable field list

    Enable Excel users to perform powerful data analysis using the skills they already have

    Has elements of MDX but does not replace MDX

  • 1515

    Data Analysis Expressions (DAX)

    No notion of addressing individual cells or ranges

    DAX functions refer to columns in the data

    Sample DAX expression Means:= [First Name] & & [Last Name] String concatenation just like Excel

    =SUM(Sales[Amount])SUM function takes a column name

    instead of a range of cells

    =RELATED (Product[Cost])new RELATED function follows

    relationship between tables

  • 1616

    DAX Aggregation Functions

    DAX implements aggregation functions from Excel including SUM, AVERAGE, MIN, MAX, COUNT, but instead of taking multiple arguments (a list of ranges,) they take a reference to a column

    DAX also adds some new aggregation functions which aggregate any expression over the rows of a table

    SUMX (Table, Expression)

    AVERAGEX (Table, Expression)

    COUNTAX (Table, Expression)

    MINX (Table, Expression)

    MAXX (Table, Expression)

  • 1717

    More than 80 Excel Functions in DAXDate and Time Information Math and Trig Statistical TextDATE ISBLANK ABS AVERAGE CONCATENATEDATEVALUE ISERROR CEILING, ISO.CEILING AVERAGEA EXACTDAY ISLOGICAL EXP COUNT FINDEDATE ISNONTEXT FACT COUNTA FIXEDEOMONTH ISNUMBER FLOOR COUNTBLANK LEFTHOUR ISTEXT INT MAX LENMINUTE LN MAXA LOWER

    MONTH Logical LOG MIN MIDNOW AND LOG10 MINA REPLACESECOND IF MOD REPTTIME IFERROR MROUND RIGHTTIMEVALUE NOT PI SEARCHTODAY OR POWER SUBSTITUTEWEEKDAY FALSE QUOTIENT TRIMWEEKNUM TRUE RAND UPPERYEAR RANDBETWEEN VALUE

    YEARFRAC ROUND

    ROUNDDOWNROUNDUPSIGNSQRTSUMSUMSQTRUNC

  • 1818

    Example: Functions over a Time Period

    TotalMTD (Expression, Date_Column [, SetFilter])

    TotalQTD (Expression, Date_Column [, SetFilter])

    TotalYTD (Expression, Date_Column [, SetFilter] [,YE_Date])

    OpeningBalanceMonth (Expression, Date_Column [,SetFilter])

    OpeningBalanceQuarter (Expression, Date_Column [,SetFilter])

    OpeningBalanceYear (Expression, Date_Column [,SetFilter] [,YE_Date])

    ClosingBalanceMonth (Expression, Date_Column [,SetFilter])

    ClosingBalanceQuarter (Expression, Date_Column [,SetFilter])

    ClosingBalanceYear (Expression, Date_Column [,SetFilter] [,YE_Date])

  • 19

    1. Simplicity of DAX to Relate and AnalyseData

  • 20

    SharePoint 2010 BI Dashboards:PerformancePoint Services

  • 2121

    PPS in SharePoint 2010

    PerformancePoint Services in SharePoint 2010 improve over PerformancePoint Server 2007:

    SharePoint does all security, management, backup, respository of dashboard

    Decomposition Tree

    KPI Details

    Scorecard drilldown, dynamic hierarchies, calculated KPIs

    Dynamic, up-to-date filters for time intelligence

    SharePoint Dashboard Designer is smoother

    Better accessibility

    Analytic charts with value filtering and server-based conditional formatting

  • 2222

    Monitoring with PPS

    Business users can build performance dashboards easily

  • 2323

    Analytics with PPS

    Integration of KPIs and analytics

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

    No coding

  • 2424

    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 SharePoint

  • 2525

    Dashboard Designer

    Details

    pane

    Workspace

    Browser

    Workspace

  • 2626

    Developing a Dashboard

    Choose a dashboard layout

    Assign elements to a dashboard zone

    Add filters

    Preview the dashboard

    Deploy to SharePoint

  • 27

    1. Building a Dashboard, Scorecard, and a KPI Using SharePoint Server PerformancePoint Services

  • 28

    Visualising BI with Microsoft Visio and SharePoint 2010

  • 29

    Two Trends that Lead toThe Messy Diagram

  • 30

    Data VisualizationFault Analysis Tree

    Status Indicators

    Color By Value

    Text Callouts

    Data Bars

  • 31

    Data VisualizationManufacturing

    Specialized Shapes

  • 3232

    Strategy Maps VisualizePPS Scorecard data in context

  • 33

    Data Mining with SQL Server

  • 3434

    What does Data Mining Do?

    Explores Your Data

    Finds Patterns

    Performs Predictions

  • 3636

    Analysis ServicesServer

    Mining Model

    Data Mining Algorithm DataSource

    Server Mining Architecture

    Excel/Visio/SSRS/Your App

    OLE DB/ADOMD/XMLA

    Deploy

    BIDSExcelVisioSSMS

    AppData

  • 3838

    Data Mining TechniquesAlgorithm Description

    Decision Trees Finds the odds of an outcome based on values in a training set

    Association Rules Identifies relationships