Yoann Clombe : Fail fast, iterate quickly with power bi and google analytics
Download as PPTX, PDF1 like433 views
The document presents a presentation agenda focused on implementing self-service business intelligence (BI) using Power BI and Google Analytics, featuring a case study from the Business Development Bank of Canada (BDC). It outlines the six steps to prepare data and implement self-service workflows alongside a demonstration of Power BI capabilities, including dashboards and data management. Additionally, it discusses a transition to a Power BI Premium solution to enhance data analytics for mobile applications and improve usage metrics across departments.
Yoann Clombe : Fail fast, iterate quickly with power bi and google analytics
- 1. Fail Fast, Iterate Quickly with Power BI & Google Analytics Yoann Jeffrey CLOMBE
- 2. Agenda I) Introduction & concepts : Self-service BI architecture. II) Real life example : BDC return on experience of a self service BI project. III) DEMO – Deeper Dive into Power BI: - Dashboards Google Fabrics - BDC Mobile. - Dashboards DAX Calculations & Running Totals. - Dashboards Google Analytics Data / Geo Map BDC. - Dashboards from Web Service.
- 3. Yoann CLOMBE Data Analyst @SII – Canada / Business France (IEC Program) Blogger @ExcelTrail : exceltrail.wordpress.com Twitter @DataZouk About the Speaker
- 4. About the Business Development Bank of Canada (BDC)
- 5. I) Introduction & Concepts Model, tools, processes, methods
- 6. Steps to prepare Data ! 1. Discover 2. Structure 3. Clean 4. Enrich 5. Validate 6. Publish
- 7. Six steps to implement self-service Step 1 : Classify Business Users
- 8. Six steps to implement self-service Step 2 : Define Self-service Workflows
- 9. Six steps to implement self-service Step 3 : Define Permissions
- 10. Six steps to implement self-service Step 4 : Create a data governance committee
- 11. Six steps to implement self-service Step 5 : Establish Reporting Workflows
- 12. Six steps to implement self-service Step 6 : Continuously educate, train and support
- 13. Self service solutions actors
- 14. Benchmark of Self Service BI Solutions Power BI Tableau Qlik MicroStrategy Data Capacity 10 Go per user N/A 10 Go per user Data Sources Mobility Security Azure AD, Identity Mgmt SAML 2.0 Auth End to end data encrypt SAML 2.0 , SSO Free version 1Go per user limitation Free 14 days version 250 Mo Data limitation ( 5 users) 1 year evaluation version Price 10 $ / user / months 500$ / user / year 20$ / user / months 600$/ user/ year
- 15. Why consider Power BI ? Data discovery Data preparation Data visualization Publish, share, collaborate Power BI desktop Power BI 365 Free License required Schedule data refresh Quick insights R integration soon integration with Python Price : 10$ per user per months. Integration with Office 365 (Excel, Active Directory) Open Source Community (Python, R, D3.js)
- 16. II) Real Life Example: Mobile Client Facing Employees with Power BI Return on experience
- 17. Objectives : Who ? To identify who’s using the applications Where ? To identify in which region and which area employees are using the applications. Why? How ? To monitor employees usage metrics to improve best practices. Context
- 18. Problem / Solution / Results Problem Solution Results Siloed data across BDC’s Mobile Department made it difficult for BDC’s mobile & finance teams to intelligently analyze Mobile Apps Usage & Retention to deliver statistics to the business (Sales / Marketing / Change Management). BDC needs to increase revenue coming from actions delivered by certain applications. How to retain adoption with other applications by increasing the number of interaction with Mobile Apps ? Leveraged Power BI rich analytics capabilities & features to create maps & operational reports that deliver real-time insights and value for the business. Cost effective : after Power BI Cloud assessment it have been decided to move from standalone version to Power BI Prenium ( 6100$ / months for the Mobility Team). Used Power BI flexible Data Model to build a unified view of the bank’s Mobile Operation that brings together Google Analytics Data, On premises Data & other data sources. A single views of Mobility Client Facing Team is now available to all Business Analysts to help them analyze & monitor applications’ usage & adoption towards BDC’s surcursales. Adoption of Power BI Self- service Solution for other departments. Organisation of Power Users Teams { Data Analysts – Data Scientists } By the Data Management / Governance team.
- 19. Power BI Premium cost estimate for Mobile Client Facing & Finance
- 20. Self-service analytic platform Before MCFE Project Sources Sandbox Self-service External data BI DataMart's Excel Power BI SSIS R Microstrategy SAP B.O. Others… Data discovery Data preparation Data visualization Publish/ collaborate Self-service needs Analytic platform Operationalize Business units IT/BI TIDAL Email ExcelPDF SSIS Informatica Source systems Business units Consume Power BI 365 Power BI 365 content packs Governance
- 21. Previous BI solutions architecture Before MCFE Project Self-service ETL Find, Explore, Profile, Transform Publish, Share ETL Self-service Visualization Publish, Share results Self-service Analytics SANDBOX Manual refresh Manual refresh x VDI SQL Server Management Studio
- 22. Self-service analytic platform After MCFE Project Sources Sandbox Self-service External data BI DataMart's Data discovery Data preparation Data visualization Operationalize Self-service needs Analytic platform Publish/ collaborate/ consume Governance Business units One solution (POWER BI)
- 23. Current Self-service BI solutions architecture Prepare Find, Explore, Profile, Transform Store Publish Analytics sandbox
- 24. Self-service BI solutions architecture for mobility Discover Find, Explore, Profile, Transform Store Visualize SA N D B OX Fabric Doc+ Meeting RSL Proposal FastTrack Client 360 Mobile apps Data sources Desktop client Web API development No backup
- 25. Self Service BI Solution architecture
- 27. 27 Deeper Dive into Power BI DEMO
- 28. Power Query Dashboards Google Fabrics with Power BI Dashboards Google Fabrics BDC Mobile.
- 29. Dashboards DAX Calculations & Running Totals.
- 30. Dashboards Google Analytics Data / Geo Map BDC
- 31. Shazal GOMES : Architect of analytical solutions @Business Development Bank of Canada (BDC). SQLbi.com team (Marco Russo , Alberto Ferrari) books and workshops. Exceleratorbi.com.au, Matt Allington and his book : Learn to write DAX. Special Thanks to
- 32. bdc.ca 1-888-INFO-BDC BDC BDC_ca BDC Thank you. What questions would you like to ask me now ? Yoann Jeffrey CLOMBE The key to success is failure.
Editor's Notes
- #8: Identify all business users in your organization who use data and classify them based on their information requirements. Casual users use data to do their jobs, while power users are hired to collect and analyze data full time.
- #9: Create iterative workflows that define how data flows between and within stages. Workflows are best implemented using a standard data and analytic platform.
- #10: Administrators define data access, authoring, and sharing rights for each user. Having a standard data and analytics platforms simplifies this process.
- #11: Establish a data governance committee to review ad hoc reports and data elements designed for broad-based consumption. If approved, reports and models can be reviewed or operationalized by a data team. Permissions baked into data and analytic platforms can automate many governance decisions.
- #12: Organizations need to establish both governed and ungoverned flows of reports, dashboards, and underlying models. Governed reports should carry a watermark or seal to distinguish them from ad hoc reports.