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

5/9/2008 4:14 PM


“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



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

5/9/2008 4:14 PM


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

5/9/2008 4:14 PM


Business Business

Modeling andModeling and

ForecastingForecasting

PervasivePervasive

AnalyticsAnalytics

ScorecardingScorecarding

and and

DashboardingDashboarding

Product HeritageProduct HeritageGenesisGenesis Available TodayAvailable TodayPerformance

Management

5/9/2008

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.

5/9/2008 4:14 PM


• 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

5/9/2008 4:14 PM


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



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)

5/9/2008 4:14 PM


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

5/9/2008 4:14 PM


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.

Microsoft BI RLeesdownload.microsoft.com/.../Microsoft_BI_RLees.pdf · 9.05.2008 · Excel...

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