Welcome

Powered up at PG&E – A Utility Quest

Scott LiManager, Business Systems & Analytics

About Me

Scott Li – Manager, Business Systems & Analytics

Electric Business Operations – Distribution Work & Resource Management

13 years at PG&E

Started with Tableau 8.2

1st Tableau Conference in 2015

Business Systems & Analytics (7)

Support Electric Distribution (2k+ individuals) with two functions

Manage governance and IT spend for system enhancements

Provide data, reports and analytics for Electric Distribution organization

50+ reports a week

About PG&E (as of March 2018)

A Utility Quest - Foreword

Our journey resembles that of a mythical video game

quest

Acquire keys and tools to solve problems

Free-roaming world without a specific blueprint

Make allies to exchange knowledge and best practices

Beat dungeon. Move on to the next.

The Quest

• Centralize Reporting for Electric Distribution

• Create a single source of truth

• Increase overall work capacity

• Enable agility in analytics and development

• Bring together disparate data sets

• Reduce build time for new metrics and tools

• Construct interactive tools and dashboards

Current Quest Status – 50% Complete

Player 1

Business Systems & Analytics Lv. 1

HP 40/40 40hrs/week

Attack 5 Weak at developing proactive analysis

Defense 5 Weak at turning around quick ad hoc analysis

Speed 3 Slow to run current reports

Sp. Attack 3 Poor Initiative support

Sp. Defense 3 Poor emergency analysis

Equipment

MS Excel Basic analysis tool

MS Access

SAP BW Limitations on cells and querying abilities

Collecting Items

You got a SQL Server!

You got Tableau!+ 13 Attack

+ 12 Defense

+ 25 Speed

+ 15 Sp. Atk

+ 10 Sp. Def

+ 15 Attack

+ 15 Defense

+ 25 Speed

+ 10 Sp. Atk

+ 10 Sp. Def

Prove It!

Help along the way

• IT

• Partner Lines of Business

• My Leadership

• My Client - Electric Distribution

Leadership

Analyst

Relationships and communication

are at the core of successful

transitions.

Level up

Transition existing reports

into SQL Server/Tableau

Change Management

Build. Build. Build.

Fully Armed

Current BI Infrastructure

SAP

Scheduling

Outage

Project Management

Other Applications

SAP BW

ODIN (SQL Server)

Tableau Server 10

Reporting and Analytics Layer

MicrosoftAccess

MicrosoftExcel

Powered Up!

Business Systems & Analytics Lv. 5

HP 300/300 High capacity in a week

Attack 53 Create dashboards and new tools quickly

Defense 55 Rapid ad hoc analysis

Speed 51 Full automation on reporting

Sp. Atk 45 Lead initiatives with data insights

Sp. Def 46 Rapid emergency analysis for leadership

Equipment

Tableau Desktop High powered analytics tools

Tableau Server Simplified reporting distribution

SQL Server

SAP BW ExtractorDirect SQL injection from SAP BW and other data

sources

MS Access

Tableau Tips

• Build. Build. Build.

• Keep learning

• Compromise

• Make it easy

• Be consistent

• Be creative

• Share!

Dashboard Demo

If you build it, he will come

Field of Dreams (1989)

Questions

#TC18

Thank you!

#TC18

Scott Li

Scott.Li@pge.com

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