MANAGED SELF-SERVICE BI

Breakthrough insight

THE FANTASTIC 12 OF 2012

4 3 2 1

11 12 10 9

8 5 7 6

MANAGED SELF-SERVICE BI ENTERPRISE GRADE GOVERNANCE AND COMPLIANCE WHILE DELIVERING & MANAGING A HIGHLY AVAILABLE, SECURE, & INTEROPERABLE BI PLATFORM

MANAGED SELF-SERVICE BI Increase IT efficiency by delivering & managing a highly available, secure, & interoperable BI platform

END USER-CREATED, IT MANAGED Transform end user-created applications in PowerPivot into corporate-grade solutions

WHY MICROSOFT SELF-SERVICE BI

Gartner top ranking for Ability to Execute

Most widely used BI platform

Ease of use

Familiar tools reduce learning curve and

increase adoption

Extensive integration ecosystem

Mission critical confidence

Highly scalable to hundreds of terabytes

Rapid Time to Solution

WHY MICROSOFT SELF-SERVICE BI

Source: Forrester Wave June 2012

“Microsoft offers PowerPivot

and Power View in-memory

data analysis and discovery

engine. Think of this as Excel

on steroids. If you are already

using Excel (and who isn’t?)

look no further for your self-

service BI platform” - Forrester Wave June 2012

ANALYSIS SERVICES MOMENTUM

ANALYSIS SERVICES ARCHITECTURE

DEFINING ANALYSIS SERVICES KPIS

DEFINING ANALYSIS SERVICES KPIS Multidimensional Development

DEFINING ANALYSIS SERVICES KPIS Tabular Development

DEFINING ANALYSIS SERVICES KPIS Tabular Development (Continued)

DELIVERING ANALYSIS SERVICES KPIS Excel and Excel Services

DELIVERING ANALYSIS SERVICES KPIS Reporting Services

DELIVERING ANALYSIS SERVICES KPIS PerformancePoint Services

BUSINESS SCENARIOS

BUSINESS SCENARIOS

DESCRIBING THE DATA MINING PROCESS

DATA PREPARATION

DATA MINING MODELING

DATA MINING MODELING

DATA MINING MODELING

SQL SERVER DATA MINING

SQL SERVER DATA MINING ALGORITHMS

SQL SERVER DATA MINING ALGORITHMS Continued

SQL SERVER DATA MINING ALGORITHMS Continued

SQL SERVER DATA MINING ALGORITHMS Continued

SQL SERVER DATA MINING VISUALIZATIONS

SQL SERVER DATA MINING PROGRAMMABILITY

MESSAGE FOR DEVELOPERS

Take your application to the next level by embedding data mining results and predictive capabilities! Embed custom visualizations into Windows Forms

applications to allow users to explore and

understand the discovered model patterns

Integrate predictions: Targeted advertising

“Those that bought this book also purchased these

books”

Help validate or repair user entry

EXCEL POWERPIVOT FOR BUSINESS AGILITY

POWERPIVOT ANALYST TOP 10

1. Ability to work with massive data volumes in tens of millions

2. Mash ups (pivot tables) from multiple tables and a wide variety of data

source types

3. 80+ contextual DAX measures, time intelligence, distinct count, and many

other complex logical functions

4. PowerPivot Relationships xVelocity in-memory technology is so much

faster than classic VLOOKUPs

5. World-class 5x, 10x and even 15x Data Compression

6. SharePoint PowerPivot Gallery and automated, scheduled data refresh

features

7. SharePoint PowerPivot self-service reporting data source

8. SharePoint PowerPivot usage and query source tracking

9. User friendly, configurable Slicers join multiple pivot charts and pivot

tables for interactive dashboards

10. Minimal learning curve for experienced Excel users to

easily develop creative and impactful analytic solutions

POWERPIVOT VERSIONS

NEW EXCEL 2013 CONTROLS

New Excel controls via Prodiance integration for even better self-

service BI governance, controls and monitoring

Audit and Control Management Server

Discovery and Risk Assessment

Spreadsheet Inquire

Spreadsheet Compare

Database Compare

POWERPIVOT SOURCES

: Relational or multidimensional

• Microsoft SQL Server

• Microsoft Access

• Microsoft Analysis Services Cubes

: Reporting Services data feeds

: Cloud, web service, oData or other data source feeds

: Get data from raw delimited text files

• Microsoft SQL Azure

• Microsoft SQL Server Parallel Data Warehouse

• Oracle

• Teradata

• Sybase

• Informix

• IBM DB2

• Others (OLE DB/ODBC)

• Excel Files

• SAP or SAP BW

POWERPIVOT ENHANCEMENTS

• Improved for BI use cases

/ Parent Child dimensions

• Role playing dimensions

• Date type table and

server queries and language improvements

• Rank, Top N, Switch and more

optimizations via DAX

• Usability Enhancements

• Much needed relationship

• Life-cycle upgrade for

• Analyst > Power User > BI Developer

• Restore Excel PowerPivot to BISM Server Model

EXCEL 2013 POWERPIVOT

• Data model functionality ,

no longer requires separate PowerPivot add-in

• Excel automatically loads data into the engine

• Optional PowerPivot add-in for advanced modeling capabilities

• Filter data when importing

• Rename tables and columns as you import data in PowerPivot

• Manage the model and create relationships with the Diagram View

• Apply formatting for Power View and PivotTable reports)

• Define calculated fields and advanced DAX calculations

• Define key performance indicators (KPIs)

• Create user-defined hierarchies

• Define perspectives

• Excel and PowerPivot now have a

• New with

EXCEL 2013 POWERPIVOT

Enhance analytic context with

the new ability to automatically

import

New Hierarchies

New Visual Diagram View

New Date Type Table for Time

Intelligence

New Measure Grid

New KPIs

EXCEL POWERPIVOT

SQL SERVER 2012 POWERPIVOT

Builds upon release in SQL Server 2008 R2

New Administrative Capabilities Lots of bug fixing, failover capabilities and scalability enhancements

Default allocation algorithm changed to health-based rather than round-robin (means we are

more responsive to low memory situations)

More ‘knobs’ to control:

Amount of database caching done on the app servers

Cleanup of database caching (based on inactivity)

Disable data refresh jobs if they are constantly failing, or if they succeed but are not being viewed

New capacity planning health rules for CPU, memory and disk space (you will start to see

warnings if you are running out of resources)

Support for transparent connectivity (.bism files)

New midtier minidump facility

4

2

DAX EXPRESSIONS

Example PREVIOUSYEAR DAX formula syntax

DAX EXPRESSIONS

DATE TIME FUNCTIONS

• DATE(<year>, <month>, <day>)

• DATEVALUE(date_text)

• DAY(<date>)

• EDATE(<start_date>, <months>)

• EOMONTH(<start_date>, <months>)

• HOUR(<datetime>)

• MINUTE(<datetime>)

• MONTH(<datetime>)

• NOW()

• SECOND(<time>)

• TIME(hour, minute, second)

• TIMEVALUE(time_text)

• TODAY()

• WEEKDAY(<date>, <return_type>)

• WEEKNUM(<date>, <return_type>)

• YEAR(<date>)

• YEARFRAC(<start_date>, …)

INFORMATION FUNCTIONS

• ISERROR(<value>)

• ISLOGICAL(<value>)

• ISNONTEXT(<value>)

• ISNUMBER(<value>)

• ISTEXT(<value>)

FILTER AND VALUE FUNCTIONS

• ALL(<table_or_column>)

• ALLEXCEPT(<table>,column1>,<column2>,…)

• BLANK()

• CALCULATE(<expression>,<filter>,<filter>…)

• CALCULATETABLE( <expression>, <filter>…)

• DISTINCT(<column>)

• EARLIER(<column>, <number>)

• EARLIEST(<table_or_column>)

• FILTER(<table>,<filter>)

• RELATED(<column>)

• RELATEDTABLE(<table>)

• VALUES(<column>)

• FIRSTNONBLANK(<column>,<expression>)

DAX EXPRESSIONS

LOGICAL FUNCTIONS

• AND(<logical1>,<logical2>,…)

• FALSE()

• IF(logical_test>,<value_if_true>, …)

• IFERROR(value, value_if_error)

• NOT(<logical>)

• TRUE()

• OR(<logical1>,<logical2>,…)

TEXT FUNCTIONS

• CODE(<text>)

• CONCATENATE(<text1>, <text2>,…)

• FIND(<find_text, within_text, start_num)

• FIXED(<number>, <decimals>, …)

• LEFT(<text>, <num_chars>)

• LEN(<text>)

• MID(<text>, <start_num>, <num_chars>)

• REPLACE(<old_text>, <start_num>,….)

• REPT(<text>, <num_times>)

• RIGHT(<text>, <num_chars>)

• VALUE(<text>)

• FORMAT(<value>, <format_string>)

TIME INTELLIGENCE

• DATESINPERIOD(<date_column>…)

• DATESBETWEEN(<column>,<start_date>…)

• DATEADD(<date_column>,…)

• FIRSTDATE (<datecolumn>)

• LASTDATE (<datecolumn>)

• LASTNONBLANK (<datecolumn>,…)

• STARTOFMONTH (<date_column>)

• STARTOFYEAR(<date_column>[,<YE_date>])

• ENDOFMONTH(<date_column>)

• ENDOFYEAR(<date_column>)

• PARALLELPERIOD(<date_column>,…)

• PREVIOUSDAY(<date_column>)

• PREVIOUSMONTH(<date_column>)

• PREVIOUSYEAR(<date_column>)

• NEXTDAY(<date_column>)

• NEXTMONTH(<date_column>)

• NEXTYEAR(<date_column>[,<YE_date>])

• DATESMTD(<date_column>)

• DATESQTD (<date_column>)

• DATESYTD (<date_column> [,<YE_date>])

POWERPIVOT GALLERY

Personal/Team Dashboards

and Ad Hoc Reports from

PowerPivot data sources

in SharePoint using

Report Builder or Power View

Browse, create report or schedule data refresh

POWERPIVOT ADMINISTRATION

New Administrative Capabilities

• New failover capabilities and scalability enhancements

• Default allocation algorithm changed to health-based rather than

round-robin (means we are more responsive to low memory

situations)

• More ‘knobs’ to control:

– Amount of database caching done on the app servers

– Cleanup of database caching (based on inactivity)

– Disable data refresh jobs if they are constantly failing, or if they succeed

but are not being viewed

• New capacity planning health rules for CPU, memory and disk

space (early warnings before running out of resources)

• Support for transparent connectivity (.bism files)

• New midtier minidump facility

POWERPIVOT FOR SHAREPOINT Server, services, and components

POWERPIVOT FOR SHAREPOINT Rendering the PowerPivot Workbook

POWERPIVOT FOR SHAREPOINT PowerPivot does NOT require Kerberos

POWERPIVOT FOR SHAREPOINT Server Action

POWERPIVOT FOR SHAREPOINT Server Action > c2wts

POWERPIVOT FOR SHAREPOINT Server Action > c2wts

POWERPIVOT FOR SHAREPOINT Server Action

POWERPIVOT FOR SHAREPOINT Load Balancing

POWERPIVOT MANAGEMENT DASHBOARD

Increase IT efficiency:

Familiar Technologies for Authoring,

Sharing, Security and Compliance

Visualize system performance and usage

Find out what data sources are being

used!!!

PowerPivot is great for IT:

Track the usage of PowerPivots

Discover mission-critical

applications

MANAGEMENT DASHBOARD ARCHITECTURE

TROUBLESHOOTING TOOLS AND RESOURCES

SQL SERVER 2012 POWERPIVOT A new setup experience

Capabilities: Wizard has both a one-click “GO” option as well as a

step-by-step experience

Existing farm steps integrated with the wizard

Individual steps can be scripted

History is directly integrated into the tool

Able to uninstall, upgrade, repair and patch separately

Rather than installing and configuring SharePoint directly,

setup now just lays down the bits and there is a new

standalone configuration wizard.

STREAMLINING THE INSTALLATION PROCESS

SCRIPTING THE POWERPIVOT DEPLOYMENT

UPGRADE TOOLS AND STEPS

UPDATE TOOLS AND STEPS

POWERPIVOT FOR SHAREPOINT TOPOLOGIES

FROM SINGLE SERVER TO SHAREPOINT FARM

POWERPIVOT APPLICATION SERVER System State after SQL Server Setup

POWERPIVOT CONFIGURATION TOOL

POWERPIVOT APPLICATION SERVER System Services after Configuration

POWERPIVOT APPLICATION SERVER Loading PowerPivot Databases

POWERPIVOT APPLICATION SERVER Querying PowerPivot Databases

POWERPIVOT APPLICATION SERVER Querying PowerPivot outside the Farm

POWERPIVOT APPLICATION SERVER Querying PowerPivot within the Farm

POWERPIVOT APPLICATION SERVER Interacting with PowerPivot Workbooks

POWERPIVOT APPLICATION SERVER Automated PowerPivot Processing

REFRESHING A POWERPIVOT WORKBOOK

SCHEDULED DATA REFRESH ARCHITECTURE

ADDITIONAL MATERIALS

© 2011 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.

© 2011 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.