Unleashing Business Insight and Data Mining with Excel...

© 2007 Microsoft Corporation. All rights reserved

Unleashing Business Insight and

Data Mining with Excel 2007 and

SQL Server 2005 Analysis Services

Loke Han Pin

Senior Consultant

Microsoft Consulting Services

Microsoft Hong Kong Limited

[email protected]


Enterprise Strategy Consulting• IT Planning• Platform Value Realization• Enterprise-wide Architecture• Business Architecture• Program Planning & Management

Microsoft Services Premier Support• Direct Support Relationship• Preventative Services• Problem Resolution Support• Knowledge Transfer and Workshops

Microsoft Services Overview

TechnicalConsultingServices

TechnicalSupportServices

StrategyConsultingServices

Microsoft Consulting Services• Assessment & Review Services• Planning, Architecture & Design Services• Operations Consulting• Customized Engagements


Some Common Fatal Flaws of BI Projects

• Disconnect between IT and Business

– From IT Perspective

• If I build it, they will come… They don’t understand BI – I’ll show

them…

– From Business Perspective

• Give me everything…

• I don’t know what I want – just build something... I’ll know it when I

see it…

• Not Realising that BI needs to Evolve

• Data Quality Issues – “We don’t have one”

• And many more…


Quickwin for BI

The First Step

Bridging the Gap – Quickwin for BI

Business UsersIT

Business Agility

Business Insight

Drive Sales

Data Quality

Security &

Maintenance

Data Model


What to Expect

Wee

k 1 Kickoff

Scenario Identification

Begin Development

Wee

k 2 Development

Checkpoint 1

User Feedback

Wee

k 3 Development

Checkpoint 2

User Feedback

Deployment Planning

Wee

k 4 Complete

Development

Testing and Deployment

Roadmap Discussion

Closeout


Agenda• Analysis Services 2005 Overview

• The Life of a Data Analyst with Excel 2007 and AS 2005

Handling Information Overload and Navigation

Data Presentation

Going Beyond Reporting

• Summary


Session Pre-requisites• Knowledge of SQL Server 2005 Analysis

Services

UDM, KPI, Named Sets, Hierarchies, Attributes, Calculated Measures

Hopefully some if not all of the terms above sounds familiar

• Basic Knowledge of Excel Pivot Tables, and how it interacts with SQL Server OLAP


Analysis Services Architecture

Dashboards

Rich Reports

BI Front Ends

Spreadsheets

Ad-Hoc Reports

Analysis

Services

UDM

Cache

SQL Server

Teradata

OracleDB2 LOB

DW

Datamart

XM

L/A

or

OD

BO


Information Overload and Ease of Navigation

• Meta-Data Overload

“I just want to see what is relevant”

• “Excel can’t support more than 256 columns”

What if I need to see by days?

• “Pivot Tables are great, but I wish I could filter data a little differently”


Getting to the Right Data Easily

Excel 2007 Pivot Table,Member Properties Tooltip, Grouping of Measures, Dimensions, FoldersNamed Sets, Advanced Filtering,……


Data Presentation

• Data Formatting

“Pivot Table Structure doesn’t allow me to create a custom report format”

• Data Visualisation

“There is so much data, how can I spot exceptions”

“So… is that figure good or bad?”

“My users want to choose which language to display their excel reports”


Data Presentation in Excel 2007

Server-side Formats,KPI,Cube Functions in Excel 2007,Multiple Languages……


Beyond Reporting

• Getting to the bottom of it

“So what is the cause of this downward trend?”

• Discovering hidden patterns

The power of Foresight


What is Data Mining• An analytical procedure

• Machine learning of patterns in data

• Application of patterns to new data


6/21/2007 15

• An analytical procedure

• Machine learning of patterns in data

• Application of patterns to new data


Beyond Reporting

Actions,Data Mining Add-in for Excel 2007


In Short…• For Business Users

Excel 2007 provide greater flexibility and power for better data navigation, presentation, and data analysis with low barrier of entry

• For IT and Developers

Excel 2007 and Analysis Services 2005 work together seamlessly, allowing you to deliver a more powerful BI solution, with little development and maintenance overhead


Summary• Excel is no longer the “Poor man’s Choice” of

Frontend Tool For SQL Server BI

Strong Integration Between Excel and SSAS

Rich, Powerful, Flexible, Low Cost of Ownership

• Understand how to customise SSAS to support Excel User’s Needs

Server side formatting, KPI, Attribute Display Folder, Language Translation, ……


Additional Resources• General Analysis Services Information

www.microsoft.com/bi

• Whitepapers (Excel 2007 and Analysis Services 2005)

http://www.microsoft.com/downloads/details.aspx?familyid=2d779cd5-eeb2-43e9-bdfa-641ed89edb6c&displaylang=en

• SQL 2005 Data Mining Add-in for Office 2007

http://www.microsoft.com/downloads/details.aspx?FamilyId=7c76e8df-8674-4c3b-a99b-55b17f3c4c51&DisplayLang=en

http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?culture=en-US&EventID=1032317016&CountryCode=US (Webcast)

• Webcasts

microsoft.com/events/series/sqlserverbi.mspx

http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?culture=en-US&EventID=1032299078&CountryCode=US

• Virtual Lab (Excel 2007 and Analysis Services 2005)

http://msevents.microsoft.com/CUI/WebCastEventDetails.aspx?EventID=1032335951&EventCategory=3&culture=en-US&CountryCode=US

http://www.microsoft.com/bi






















microsoft.com\events\series\sqlserverbi.mspx









© 2007 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.


Appendix Slides For Reference


• Empower any business user with predictive analysis capabilities directly in Excel 2007

• Hiding the complexity of data mining behind easy

to use end user tools :

Highlight Exceptions

Detect Categories

Key Influencers

Forecasting

What If

Goal Seeking

Fill from Example


Highlight exceptions

Detect categories

Key influencers

Forecasting

What if

Goal seek

Fill from example

Highlight Expectations• Enables users to detects instances

in the data set falling outside

expected values

• Highlights the rows containing

the exception

• Emphasizes the actual value of

the row likely to cause the

exception


Detect Categories• Help users to identify and

categorize manageable sets of

data based on common properties

• Generates detailed report

describing the discovered

categories

• Enable re-labeling of categories

with meaningful naming for

further analysis


Detect categories

Key influencers

Forecasting

What if

Goal seek

Fill from example


Analyze Key Influencers• Detects the key characteristics

influencing a certain outcome

• Generates report ranking the key

influencers based on importance

• Enable users to compare key

factors influencing the behavior

each set of distinct values


Detect categories

Key influencers

Forecasting

What if

Goal seek

Fill from example



Detect Categories

Key Influencers

Forecasting

What If

Goal Seek

Fill from Example

Forecasting• Enables users to forecast behavior

based on data in selected table

• Adds forecasted values to the

original table and apply

highlights

• Generates charts displaying

present and forecasted evolution

of the series.


What If Analysis• Enables users to gain insight into

the impact of a potential change

• Evaluates how changes applied to

one value impacts other values of

the data set.


Detect Categories

Key Influencers

Forecasting

What If

Goal Seek

Fill from Example


Goal Seek Analysis• Enables users to better understand

the underlying factors that are to

be change to achieve a desired

change

• Complementary to the What-If

tool


Detect Categories

Key Influencers

Forecasting

What If

Goal Seek

Fill from Example


Fill from Example• Help users automatically

complete a partially populated

column based on patters in the

table

• Generates in a report explaining

detected patterns

• Enable users to re-running the

tool to refine patterns as more

knowledge is acquired


Detect Categories

Key Influencers

Forecasting

What If

Goal Seek

Fill from Example


Table Analysis Tools for Excel


• A complete data mining model development lifecycle directly within Excel 2007

• Offers a complete set of tools enabling the more advanced user to:

Prepare Data

Create models from Office Excel data

Test models

Explore models

Manage models

Predict from Office Excel data

Import prediction results into Office Excel


Data Mining Client for Excel

Data

Source


Render data mining graphical views

as Visio diagrams

Interaction Annotation Publishing


• Microsoft SQL Server 2005 Analysis Services

• SQL Server 2005 Analysis Services SP2

Client components (included with Office 2007)

Server

• Microsoft SQL Server 2005 Data Mining Add-Ins for Office 2007

Part of Feature Pack for Microsoft SQL Server 2005 SP2

• Microsoft Office Excel 2007, Office Visio 2007

Microsoft SQL Server 2005 Data Mining for Office 2007

Unleashing Business Insight and Data Mining with Excel...

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