Business Reporting with SharePoint And Self-service BI with PowerPivot
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This document provides an overview and agenda for a presentation on business reporting with SharePoint and self-service BI with PowerPivot. It introduces PowerPivot as a self-service BI tool that allows business users to perform analysis and create reports from large datasets directly in Excel. It demonstrates PowerPivot's capabilities and how it can be used locally or published to SharePoint for collaboration. The document contrasts traditional vs self-service BI and recommends PowerPivot for ad-hoc analysis by business users.
![Introduction Duane Schafer – Microsoft BI Practice Manager at Perficient National traveling BI practice within Microsoft Competency Center Over 15 years of technical implementation and architecture experience B.S. Computer Science, MBA with DSS emphasis Primary industry experience: Sales/Marketing, Energy, Healthcare Experience with Microsoft, Oracle, Cognos, Business Objects, Tableau [email_address]](https://image.slidesharecdn.com/powerpivotexecpresentation-110525101118-phpapp02/85/Business-Reporting-with-SharePoint-And-Self-service-BI-with-PowerPivot-3-320.jpg)
Business Reporting with SharePoint And Self-service BI with PowerPivot
- 1. Microsoft BI Practice presents: Business Reporting with SharePoint And Self-service BI with PowerPivot
- 2. Introduction Context and Delivery / Analytical options Delivery / Analytical technologies Traditional vs. Self-service Self-service BI examples (Demo) How does this relate to SharePoint? Recap Agenda
- 3. Introduction Duane Schafer – Microsoft BI Practice Manager at Perficient National traveling BI practice within Microsoft Competency Center Over 15 years of technical implementation and architecture experience B.S. Computer Science, MBA with DSS emphasis Primary industry experience: Sales/Marketing, Energy, Healthcare Experience with Microsoft, Oracle, Cognos, Business Objects, Tableau [email_address]
- 4. Audience Poll Who has heard of PowerPivot? Who has used PowerPivot in their enterprise? Business vs. IT
- 5. BI the umbrella term – What does it imply?
- 6. End to end solution view
- 7. Delivery / Analytical Options Traditional BI Self-service BI Collaboration and management ‘ Flavors’ of self-service… Definition?
- 8. Delivery / Analytical Technologies Traditional BI SQL Server Reporting Services (Developer tool for reports) PerformancePoint (Developer tool for dashboards / scorecards) Report Builder 3.0 (SSRS lite for the desktop) Replaces RB 2.0 and provides report authoring for business users Cannot create shared data sources, MDX queries (OLAP) or use the Report Wizard
- 12. Delivery / Analytical Technologies Self-service BI Report Builder 3.0 (looks like SSBI but feels like developer tool) Excel (feels like SSBI due to pivot tables and conditional formatting) Collaboration and management SharePoint Excel services (enabler) PowerPivot Excel’s Magic Box Vertipaq Engine It Slices, It Dices…
- 13. What is PowerPivot and who will use it? Self-service BI analysis and delivery tool Excel 2010 plug-in - allows data integration from multiple sources Business users perform ‘cube-like’ (OLAP) data transformations and calculations Analyze large data sets (over 1 million records in Excel) Easily build visually compelling reports Ability to share across the enterprise Any Excel user that needs the ability to analyze data in an ad-hoc manner No knowledge of SQL required Bridges the gap between business and I.T.
- 14. PowerPivot Demo Data load w/ size comparison Managed relationships Calculated Columns (DAX) Related (DAX) Slicers Color Scales Sparklines Data Bars
- 19. How does PowerPivot relate to SharePoint? PowerPivot for Excel Free download / add-in for Excel 2010 Allows local analysis PowerPivot for SharePoint PowerPivot Service Application within SharePoint 2010 (eCAL required) Allows PowerPivot workbooks to be published to SharePoint Allows enterprise collaboration and analysis Allows I.T. to manage PowerPivot workbooks
- 21. Other Considerations Security Permission to the workbook means permission to the data even if data came from a more secure source Governance Managing the use of this tool (and dissemination of data) is important Enterprise Information Management (EIM) strategy must consider the use and impact of PowerPivot Backup and Recovery Copy of data is stored in SharePoint content db SharePoint is responsible for backup, not SSAS
- 22. Resources http://powerpivotgeek.com http://powerpivotpro.com (great client-side stuff) http://blogs.msdn.com/powerpivot/ http://www.powerpivot.com (downloads, virtual labs, samples, and more . . .)
- 23. Traditional vs. Self-service BI and when to use PowerPivot for Excel 2010 provides ‘cube-like’ analysis to the business user on their desktop Handles millions of records through data compression PowerPivot for SharePoint 2010 enables collaborative analysis Requires eCAL for SharePoint due to heavy use of Excel Services PowerPivot was the primary analysis tool shown at Tech-Ed 2010 Recap