Microsoft BI RLeesdownload.microsoft.com/.../Microsoft_BI_RLees.pdf · 9.05.2008 · Excel...
Transcript of Microsoft BI RLeesdownload.microsoft.com/.../Microsoft_BI_RLees.pdf · 9.05.2008 · Excel...
5/9/2008 4:14 PM
© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 1
Microsoft Business
Intelligence
Richard Lees
Solution Specialist BI
Microsoft Corporation
Kevin Kok
Manager, Financial & Risk
Solutions Technology
BT Financial
Agenda
• Microsoft’s BI Technology and Vision
• Demonstration
– Dashboards
– Scorecards
– Interactive charting– Excel Services
– Mobile BI
• Customer Testimonial
– BT Financial
What Is Business IntelligenceThe way organisations interact with and act on data
“A broad category of applications and technologies for gathering, storing, analyzing, sharing and providing access to data to help enterprise users make better business decisions.” – Gartner
PortalPortal
ScorecardsScorecards
ReportingReporting
Analysis (OLAP)Analysis (OLAP)
Extraction, Transformation Extraction, Transformation and Loading (ETL)and Loading (ETL)
BI PlatformBI Platform
Improving organizationsImproving organizationsby providing business by providing business insights to insights to allall employees employees leading to better, faster, leading to better, faster, more relevantmore relevant decisionsdecisions
Complete and integrated BI offering Complete and integrated BI offering
Widespread delivery of intelligence Widespread delivery of intelligence through Microsoft Office through Microsoft Office
Enterprise grade and affordableEnterprise grade and affordable
END USER TOOLS & PERFORMANCE MANAGEMENT APPS
ExcelExcel PerformancePoint ServerPerformancePoint Server
BI PLATFORM
SQL Server SQL Server
Reporting ServicesReporting ServicesSQL Server SQL Server
Analysis ServicesAnalysis Services
SQL Server RDBMSSQL Server RDBMS
SQL Server Integration ServicesSQL Server Integration Services
SharePoint ServerSharePoint Server
DELIVERY
ReportsReports DashboardsDashboardsExcel Excel
WorkbooksWorkbooks
AnalyticAnalytic
ViewsViewsScorecardsScorecards PlansPlans
Microsoft Business IntelligenceAn end-to-end integrated offering
From http://OLAPReport.comFrom http://OLAPReport.com
Arguably the best analyst in the BI spaceArguably the best analyst in the BI space
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© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 2
“Microsoft Emerges as a Serious BI Contender. The biggest takeaway from the conference was the surge of enterprise interest in Microsoft’s BI capabilities”
Vendors Can No Longer Ignore Microsoft’s BI ThreatThe conventional wisdom has held that Microsoft would be likely to see success in the Small to Medium business market but would struggle at the enterprise. Multiple comments from users and integrators suggest otherwise.
While the pure-play BI vendors enjoy near-term tactical advantage in terms of having field sales efforts attuned to customer needs, it is only a matter of time before Microsoft’s partner ecosystem becomes more broadly engaged in the market.
Nigel Pendse on PerformancePoint
PerformancePoint duly integrates its planning and consolidation functionality to a much greater extent than do Cartesis, Cognos, Hyperion, Oracle and SAP.
It is probably no coincidence that Hyperion, Cartesis and OutlookSoft were all acquired soon after the public beta testing of PerformancePoint commenced.
After Microsoft’s success with Analysis Services, no-one should make the mistake of dismissing PerformancePoint as a toy.
Department & Agency Challenges Empowering the organisation
People often People often exportexport information information
from an application from an application to Excel to Excel to do to do
powerful analysis and to work in powerful analysis and to work in an environment that they are an environment that they are familiar with. familiar with.
Often, BI tools are complex and difficult Often, BI tools are complex and difficult to use resulting in organizations only to use resulting in organizations only finding out finding out how they performed at the how they performed at the end of each end of each budget budget periodperiod. That makes . That makes
it impossible for people to take action it impossible for people to take action and and impact impact outcomes outcomes before it’s too late. before it’s too late.
Organizations will invest in BI tools which Organizations will invest in BI tools which are are expensive and typically underutilizedexpensive and typically underutilized. . IT wants a solution that will meet the IT wants a solution that will meet the
needs of the information consumer, but needs of the information consumer, but also know that the solution will also know that the solution will scale scale with with
the organisationthe organisation..
Scenario Examples
BI is only accessible to executives and BI is only accessible to executives and analysts. analysts. How does the rest of the How does the rest of the
organizationorganization get the data they need to get the data they need to impact impact successful outcomessuccessful outcomes? ? How do you How do you map map strategy to accountabilitystrategy to accountability??
Departments and agencies Departments and agencies feel they are feel they are paying for more than they needpaying for more than they need, but , but when they need more, will the solution when they need more, will the solution scalescale??
No No common set of toolscommon set of tools and applications and applications that satisfy that satisfy all endall end--user requirementsuser requirements and and
work seamlessly togetherwork seamlessly together
Current Pains
Customer Challenges & Opportunities Empowering the Enterprise
Products
Widespread delivery of Widespread delivery of intelligence through Microsoft intelligence through Microsoft
Office Office
Enterprise grade and affordableEnterprise grade and affordable
Complete and integrated BI Complete and integrated BI offering offering
Microsoft Business Intelligence
PerformancePoint ServerPerformancePoint Server
SharePoint SharePoint ServicesServices
Microsoft OfficeMicrosoft Office
Excel and Excel ServicesExcel and Excel Services
SQL Server Reporting ServicesSQL Server Reporting Services
SQL Server Analysis ServicesSQL Server Analysis Services
SQL Server Integration ServicesSQL Server Integration Services
SQL Server RDBMSSQL Server RDBMS
BI PlatformBI Platform
(SQL)(SQL)
EndEnd--user Toolsuser Tools
(Office)(Office)
Analytic ApplicationsAnalytic Applications(Office Business Applications)(Office Business Applications)
Microsoft in the Business Microsoft in the Business
Intelligence MarketIntelligence Market
Portal and CollaborationPortal and Collaboration(Office SharePoint Server 2007)(Office SharePoint Server 2007)
OfficeOffice SQLSQL
Data WarehouseData Warehouse(SQL (SQL Server 2005RDBMSServer 2005RDBMS))
IntegrateIntegrate(SSIS)(SSIS)
AnalyzeAnalyze(SSAS)(SSAS)
ReportReport(SSRS)(SSRS)
Scorecarding, Analytics, and PlanningScorecarding, Analytics, and Planning(Performance Point Server 2007) (Performance Point Server 2007)
EndEnd--user Analysisuser Analysis((Excel 2007)Excel 2007)
Trust MyTrust MyDataData
Trust MyTrust MyDecisionsDecisions
Trust MyTrust MyInsightsInsights
Microsoft in the Business Microsoft in the Business
Intelligence MarketIntelligence Market
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© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 3
Data acquisition Data acquisition from source from source systems and systems and integrationintegration
Data Data transformation transformation and synthesisand synthesis
Data enrichment, Data enrichment, with business with business logic, hierarchical logic, hierarchical viewsviews
Data discovery Data discovery via data miningvia data mining
Data Data presentation and presentation and distributiondistribution
Data access for Data access for the massesthe masses
ReportReportAnalyzeAnalyzeIntegrateIntegrate
• Enterprise ETL platform
– High performance
– High scale
– More trustworthy and reliable
• Best in class usability
– Rich development environment
– Source control
– Visual debugging of control flow and data
– Great range of transforms out-of-the-box
• Highly extensible
– Custom tasks
– Custom enumerations
– Custom transformations
– Custom data sources
• Unified Dimensional Model
– Integrating relational and OLAP views
• Pro-active caching
– Bringing the best of MOLAP to ROLAP
• Advanced Business Intelligence
– KPIs, MDX scripts, translations,
currency…
• Web services
– Native XML/A
• Data Mining in the platform
Decision Trees Clustering Time Series
Sequence Clustering
Association Naïve Bayes
Neural NetIntroduced in SQL Server 2000
• Introduced with
SQL Server 2000– Open, extensible enterprise
reporting solution– Report authoring,
management, delivery– Office System integration– VS.NET development
environment
• SQL Server 2005 enhancements– Integration with AS, IS,
management tools– Developer enhancements– Improved report interactivity– Rich end-user reporting
Dashboards and Web PartsDashboards and Web PartsEasily create powerful BI portalsEasily create powerful BI portals
Report CenterReport CenterCentralize storage of business reportsCentralize storage of business reports
Office SharePoint Server 2007
BEST with SQL Server 2005
Performance ManagementPerformance Management
What do I
want to
happen?
What will
happen?
Why?
What is
happening?
What
happened?
Analyze
Monitor
Plan
Business Business
Modeling andModeling and
ForecastingForecasting
PervasivePervasive
AnalyticsAnalytics
ScorecardingScorecarding
and and
DashboardingDashboarding
Performance
Management
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© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 4
Business Business
Modeling andModeling and
ForecastingForecasting
PervasivePervasive
AnalyticsAnalytics
ScorecardingScorecarding
and and
DashboardingDashboarding
Product HeritageProduct HeritageGenesisGenesis Available TodayAvailable TodayPerformance
Management
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Better Execute on Strategy
20
Monitor
What happened?
What is happening?
Analyze
Why?
StrategyStrategy
Continuous business improvement, not just an annual exercise
PlanWhat will happen?
What do I want to
happen?
21
Single Data ModelSingle Data Model
PM: Capabilities Required
ForecastingWhat will happen?
Planning, Budgeting, Consolidation
What do I want to happen?
Process requires past information, present conditions and future outcomes
Reporting
What happened?
Scorecard & Dashboard
What is happening?
Analytics
Why?
22
Improving organizations by providing business insights to all employees leading to
better, faster, more relevant decisions
Complete and integrated performance management
offering.
Pervasive delivery of intelligence through Microsoft Office.
Enterprise grade and affordable.
Microsoft Vision
Monitoring
• Business-Driven
– Business users can build performance dashboards and scorecards easily through an integrated design experience across monitoring and analytics.
• People – All users have visibility into organizational
performance, strategy and goals. They can monitor and take action in a familiar and collaborative
environment.
– Personalized performance views are delivered to all users for all types of use (Office, SharePoint, Reporting Services).
• Functionality and Value– Spans from personal performance dashboards to formal methodology-based and cascading scorecards.
– Access to a wide range of structured and unstructured data-sources enables a more comprehensive dashboarding and scorecarding experience (OLAP, relational, Office).
– Web-based and offline functionality provides wide scorecarding reach (internal and external).
– Contextual KPIs and reports reflect changes of planning, budgeting and forecasting data.
– Rich capabilities can be deployed quickly and cost-effectively (Strategy Maps, Office integration).
– Built-in templates and wizards allow users to quickly build and share dashboards and scorecards .
Analytics
• Business-Driven
– Business users capture and share analytical best practices using an intuitive and collaborative
environment.
• People – Data visualization and analytics make it easy for users
understand complex information faster, spot highlights, trends and opportunities.
– Rich, out of the box, analytical functionality for all users and types of use (Excel, SharePoint, Reporting
Services).
• Functionality and Value– Enable users to build, share and manage their
analysis without the need for coding.
– Enable users to build local and server-side data
calculations and combine actions, annotations, scorecards as well as planning, budgeting and
forecasting KPIs and metrics.
– Web-based thin analytics, providing access to information to the right people at the right time.
– Guided and contextual analysis gained through the tight integration between KPIs and analytics within
the same performance dashboards.
– Analytics span from multidimensional slice and dice to rich capabilities like drill-across, drill-to-detail, root-cause analysis, prediction and centralized
business logic definitions.
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© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 5
• Business-Driven
– Business users can define, modify and maintain logical business models integrated with business rules, workflows and enterprise data.
• People – Information workers can interact with and continuously
contribute to the business processes of planning, budgeting and forecasting in the familiar and easy to use Excel Environment.
• Functionality and Value– Business users design models the way they think about their business.
– Top-down and bottom-up planning functionality connecting people and driving accountability.
– Process management to manage forms, workflows, submissions, approvals, reports, notifications and annotations.
– Secure and auditable environment.
– Spans from single model deployments to enterprise scenarios.
Planning and Modeling
Reporting and Consolidation
• Business-Driven
– Business-users can define their own view of the business
and distribute templates and forms in a timely fashion with greater accuracy, secured and with centralized storage and management of data.
• People – All users can combine operational data and financial data into one report rather than reconsolidating data through error-prone and time consuming manual efforts.
– Information workers can build, customize and share production quality reports from Excel while being connected to a secure and centrally managed server.
• Functionality and Value– Construct models that drive profitability analysis incorporating standard financial functionality.
– Support management and GAAP consolidation process with multiple currency conversions, inter-company eliminations and reconciliations, multi-tier allocations.
– Dynamic and standard reports including financial and business performance reports.
– Publish live reports from Excel to Reporting Services and Microsoft Office Server providing consistency of experience for report consumers.
Live Demonstration
• http://RichardLees.com.au
– ETL >30,000 records every 60 seconds
– OLAP multi-dimensional databases, close to real-time with
over 120 Million records
– Reporting Services
– Data Mining – real time queries
– Excel Services – Excel over zero footprint client
– PerformancePoint – Scorecards, dashboards, interactive
reports
Easily find trends in dataEasily find trends in dataExcel Conditional FormattingExcel Conditional Formatting
Knowledge, Discovery & Insight Knowledge, Discovery & Insight Excel 2007 offers complete support for Excel 2007 offers complete support for SQL Server 2005 Analysis ServicesSQL Server 2005 Analysis Services
Excel 2007Get more out of the #1 BI front end
BEST with SQL Server 2005
Excel ServicesZero-footprint, interactive, browser access to spreadsheets
Table Formatting
Pivot Tables
KPIs from SQL
Graphs & Charts
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© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 6
Excel “12”Excel “12”
Design and author
BrowserBrowser
High quality web rending
Zero-footprint
Interactive
View and
Interact
CustomCustom
applicationsapplications
Set & get spreadsheet values
Perform calculations
Retrieve full workbook file
Programmatic Access
Open snapshots
Open full spreadsheet
Excel “12”Excel “12”
Export/Snapshot into Excel
Part of Office SharePoint Servers
Server calculation and rendering
External data retrieval and caching
Choose the parts you want to publish
Protect, Share & Reuse Spreadsheets
Publish
Spreadsheets
Excel Services: Protect, Share, Reuse
END USER TOOLS & PERFORMANCE MANAGEMENT APPS
ExcelExcel PerformancePoint ServerPerformancePoint Server
BI PLATFORM
SQL Server SQL Server
Reporting ServicesReporting ServicesSQL Server SQL Server
Analysis ServicesAnalysis Services
SQL Server RDBMSSQL Server RDBMS
SQL Server Integration ServicesSQL Server Integration Services
SharePoint ServerSharePoint Server
DELIVERY
ReportsReports DashboardsDashboardsExcel Excel
WorkbooksWorkbooks
AnalyticAnalytic
ViewsViewsScorecardsScorecards PlansPlans
Microsoft Business IntelligenceAn end-to-end integrated offering
Business Intelligenceat BT Financial Group
Kevin Kok
Manager, Financial & Risk Solutions Technology
BT Financial Group
BT Financial Group
• BT Financial Group (BT) has been helping Australians create and manage wealth since 1969. BT’s core business is providing investment, superannuation and retirement income products, financial advice and insurance options.
• BT is the wealth management arm of the Westpac Group.
• This example of Dashboard Reporting represents the use of MOSS in the Finance of BT and its service to
other internal business units.
Our Challenges• Favorite Excel
– Excel primary being used for reporting– Mass emailing of spreadsheets – each file >40MB
– Excel reports contains underlying data – risk of it being distributed outside the organisation
– New Excel reports are created linking to other Excel reports– Which is the latest version of the report?
• Gaining consistency in business rules – Rules are reinvented every time a new report is created– Business rules and calculations cannot be shared
– Time wasted in reconciliation
• More time spent collating and checking figures rather than analysing data
• KPI reporting is done using PowerPoint reports
What the Solution looks like
• An executive level reporting dashboard• Common reports and analysis delivered through a
common user interface
• Business rules shared and stored centrally• Deliver different level of reporting from a common
same source
• Provides data and analysis through the familiar Excel interface
• Reports are version controlled• Dashboard presentation layer are created using Excel
(still in business’ hands)
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© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 7
Demo…
MIS Reporting at BT Financial Group
The Benefits
• Speed of delivery / time to market– Staged releases– Leveraged existing SharePoint investment– A working solution in 4 months
• Single source for reporting– Reports under version control
– Business rules stored centrally– Business rules are reused for all forms of reporting
• Increased productivity for users– Excel remains as the main reporting tool– Automation free up resources for information analyses rather than
collating reports– Cut down reconciliation time and debates of different numbers
Technically…
• SharePoint as the user interface, security and report versioning
• Excel 2007 as reporting presentation layer• Excel Calculation Server as the reporting mechanism
• SQL Analysis Services 2005 as the cube and security
• Backward compatible with Excel 2003• SSIS
The Future
• Further consolidate disparate OLAP cubes within the group
• Leverage on existing investment for reporting and integrate other data sources
• Extend further use of feature set
– Common toolset for Business Intelligence and reporting– More advanced user interfaces, scorecards and charts
– More interactive charts, pivots and reports
– Drill down / drill ups on details and charts
– Pervasive filters between pages, conditional display
Partners / Team
• livePoint
– Project management– Architecture and design– SharePoint consulting and implementation
• Angry Koala– Business Intelligence architecture– Business intelligence implementation
• BT
– Business domain and analysis– SharePoint and BI delivery– QA
Summary
• BI does not need to be difficult
• BI is becoming a commodity
• BI can reach the masses
• Microsoft has an End-to-End Offering
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© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 8
Resources
Microsoft BIhttp://Microsoft.com/BI
BI Demonstrationshttp://RichardLees.com.au/Sites/Demonstrations
PerformancePoint Technical whitepapersPerformance http://technet.microsoft.com/en-us/library/bb660539.aspx
Operations http://technet.microsoft.com/en-us/library/bb838754.aspxDeployment http://technet.microsoft.com/en-us/library/bb794637.aspxArchitecture http://technet.microsoft.com/en-us/library/bb838746.aspx
Webcasts
http://www.microsoft.com/events/webcasts/ondemand.mspx
© 2006 Microsoft Corporation. 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 Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.