Self-Service Business Intelligence GovernancePeter Myers – Bitwise SolutionsSivakumar Harinath – Microsoft

DBI-B208

Presenter Introduction

Peter MyersBI Expert – Bitwise SolutionsBBus, SQL Server MCSE, MCT, SQL Server MVPExperienced in designing, developing and maintaining Microsoft database and application solutions, since 1997Focuses on education and mentoringBased in Melbourne, Australiapeter.myers@bitwisesolutions.com.auhttp://www.linkedin.com/in/peterjsmyers

Presenter Introduction

Siva HarinathSenior Program Manager – MicrosoftHas a PhD in Computer Science from University of Illinois at ChicagoHas been a member of the Analysis Services team for 11+ years as a SDET, Test Lead and now as program managerHas co-authored numerous Analysis Services booksBased in Redmond, Washingtonsivah@microsoft.com

Acknowledgement

Self-Service Business Intelligence GovernanceKay UnkrothSenior Program ManagerMicrosoft Corporation

http://channel9.msdn.com/Events/TechEd/NorthAmerica/2013/DBI-B208

Agenda Self-Service BI Governance Overview

Self-Service BI without GovernanceKey steps to establish governance

Self-Service BI Reference ArchitectureBI governance within the greater context of IT governanceInvestment areas to support regulatory compliance and manage risks that are specific to Self-Service BI.

Self-Service versus Managed Self-Service BI Self-Service BI as an Enabler for Enterprise BI

Unleash the power of Self-Service BIwhile maintaining control and oversight

Self-Service BI without Control or Oversight

Demo

Self-Service BI without Boundaries

Self-Service BI can be risky

Insecuredevices and

storage locations

Proliferation of unmanaged

business-critical

solutions

Bad formulas and wrong

results

Unapproved data sources

Self-Service BI can help you succeed

Familiar tools, productive

collaboration, and open lines of communication.

IT department in the role of a

business enabler rather than a dependency.

High adoption rate across

organizational functions and

business units.

Fast and dynamic access to reports

and analysis where and when

you need it.

Clarify roles and responsibilitiesIt must be clear who in the organization has the authority to make decisions, addresses how initiatives are evaluated and funded, is accountable for actions, and responsible for outcomes

Clarifying Roles and Responsibilities

Executive

Management

BI Governance(steering committees and working groups)

User Base

Strategic• Vision and Leadership

BI GovernanceRelies on a steering committee

for forming focused working groups, which consist of subject matter experts from

different areas of the organization.

Tactical• Principles, Policies, Standards,

and Procedures

Operational• Awareness and Execution

Win the decision makersClarify BI content ownerships, principles, processes, policies, priorities, and goals across both Business and IT

Establishing Control and OversightTighter Control

Permanent• Dashboards• Business Intelligence• Business Process Management• Operational Reports

Permanent• Personal Information• Public/Private Views

Permanent• Knowledge Management• Information Sharing

Ad Hoc• Loosely governed• Push/Pull content• PowerPivot• Power View

Short Lived• Collaboration• Report Builder

Controlled• Tightly governed• Push Content• PerformancePoint• Reporting Services

EDW

Business Unit Dashboards and

balanced Scorecards

Team BI and Collaboration Sites

Project Sites

File Shares

My Sites - Personal BI

Desktop and Mobile Devices

Enterprise Data Warehouse

Win the usersUse familiar BI tools and develop an ongoing training plan for tools and processes

Mapping Users to Tools and Training Needs More Specialized

Ad Hoc• PowerPivot• Power View

Permanent• Operational Reports• Dashboards• Key Performance Indicators

BI Pros

Power Users

Decision Makers

Business Analysts

Information Workers

prod

ucer

s of

inte

llige

nce

cons

umer

s of

inte

llige

nce

Ad Hoc• PowerPivot• Power View• Data Mining Add-Ins

Permanent• BISM• SQL Server Data Tools• Report Builder• Dashboard Designer

Clients• Excel and Add-ins• Internet Explorer• Custom Apps

Servers• Analysis Services• Reporting Services• SharePoint Server• Third-party systems

Look for partnersSelf-Service BI Governance is not the only governance effort in the enterprise

Important Governance InitiativesTighter Scope

Corporate Business Intelligence• Addresses the guiding policies, principles,

decision-making processes and oversight procedures to ensure the relevance and accuracy of

the organization’s BI solutions.

Enterprise• Defines the goals for which

the organization is governed.

Data Handling• Create policies for data quality,

data management, process management, and risk management regarding thehandling of data in the organization.

SSBI

BI Governance

Data Governance

IT Governance

Corporate Governance

Information Technology• Revolves around the guiding policies,

principles, decision-making processes and accountability of IT in the best interest

of the organization.

Self-Service Business Intelligence• Addresses the guiding policies, principles,

decision-making processes and oversight procedures to help business users create, share, and use relevantand accurate self-service BI BI solutions.

Build the data infrastructureUsers must be able to use approved data sources and data feeds

Demo

Non-Intuitive Data Sources

Building the Data Infrastructure

Big Data

Multidimensional Sources

Relational Database Management Systems

Web Content

Plain-text data files and desktop databases.

Desktop• Microsoft Access databases• Excel spreadsheets• Comma-separated values (CSV) files

Web-based• Windows Azure Marketplace DataMarket• OData, REST and JSON• SharePoint lists and document libraries• Cut and paste from Web pages

RDMS• SQL Server• Oracle, Sybase, Informix, IBM DB2 • Others

Big and Cloud• Parallel Data Warehouse, Teradata• Windows Azure SQL Database• Apache Hadoop/Hive

BISM• Multidimensional and tabular Analysis Services databases.• PowerPivot data models uploaded to a BI-enabled farm.

Microsoft.ACE.OLEDBLinked Excel Tables

SQL Server Native ClientOLE DB for ODBC Third-Party Providers

ADO.NETData Feed Client

SQL Server Native ClientMicrosoft ODBC Provider for HiveThird-Party Providers

Analysis Services OLE DB ProviderADOMD.NETAnalysis Management Objects

More Complex

Enable seamless and secure collaborationUsers must be able to share their self-service BI solutions with others

Enabling Seamless and Secure Collaboration

Cloud

Email

SharePoint Sites

Network Shares

Files on local devices

Office Professional Plus 2013 • Analyze and document spreadsheets• Identify and categorize

spreadsheet differences.

Audit and Control Management Server• Non-intrusive auditing • Discover, assess and categorize

spreadsheets and databases based on relevance, materiality and business impact

SharePoint Server 2013• SharePoint eDiscovery Center • PowerPivot Management Reporting• Approval workflows• ACM Integration

SkyDrive Pro and Office 365• Sync workbooks and other files across devices.• SkyDrive Pro is part of both Office 365 and SharePoint Server.• Office 365 enables browser interactivity for

workbooks and Power View sheets.

Exchange Server 2013• Configure Search to crawl all discoverable content in Exchange. • Create an eDiscovery Center in SharePoint

Consumerization of IT With the blurring of the lines between

personal and work devices, applications, and services, the risk of losing track of

what type of data goes where can lead to serious security issues.

More Distributed

Identify products and integration pointsSelf-Service BI relies on a complex infrastructure that is best broken down into smaller areas of ownership based on products and technologies

Self-Service BI Reference ArchitectureTechnology View

RelationalDatabases

BusinessApplications

Files OData Feeds Cloud ServicesDeployedBI Semantic

Models

Third-PartyReportsExcel PowerPivotPower ViewSharePointInsights

SQL ServerData Warehouse

SQL ServerIntegration Services

SQL ServerAnalysis Services

SQL ServerReportingServices

SQL ServerMaster Data Services

SharePoint Server

Excel Services

Search

Visio Services

PerformancePoint ServicesPowerPivot Add-In

Reporting Services Power

View

Audit and Control Management Server

Dat

a Ti

er

Self-Service BI GovernanceCorporate BI and Data Governance

Info

rmati

on T

ier

Pres

enta

tion

Tier

Clie

nt T

ier

Establishing a Self-Service BI Environment

SQL Server Database Engine

SQL Server Analysis Services

Reporting Services Power View

PerformancePoint ServicesExcel ServicesVisio Services

SharePoint 2013 Enterprise

Deploy your SharePoint 2013 farms andenable shared services, such as Excel Services

and PerformancePoint Services.

Install Analysis Services in SharePoint mode andregister the server in Excel Services

to enable the core PowerPivot functionality.

Nati

ve E

CS

Featu

res

Core

BI

Featu

res

1

2

Security in a Self-Service BI environmentSelf-Service BI relies on the authentication

subsystem and authorization model provided by SharePoint sites and libraries.

SharePoint Role

Description

Visitor Has Read Privileges

Member Has Read & Contribute Privileges

Approver Has Approver Privileges

Owner Has Administrator Privileges

Install Reporting Services add-in and Reporting Services in SharePoint-integrated

modeto unlock stunning browser-based data

exploration, visualization, and presentation experiences.

3

Pow

er

Vie

w

Code Description

P Publish

A Approve/Reject

C Create

R Read

U Update

D Delete

X Access DeniedE Execute

Demo

Securing Excel in SharePoint

Reporting Services Power View

PerformancePoint ServicesExcel ServicesVisio Services

SharePoint 2013 Enterprise

Taking Advantage of WorkflowsAuthor a dashborard or report

Deployment to PreProd UATUnit Test Start approval

process

Approve/Reject/

Reassign

Send an email

Send approval for document set

Publish to prod SharePoint List as Major Version

Modify an existing dashborard or report

Approve

Reassign

Power UsersPower Users

ApproverApprover

RejectComplete

Adding a new workbook to a document library

Update an existing workbook in a document library

Delete an existing workbook in a document library

Deleted from the SharePoint list

Placed in the Recycle bin of the SharePoint site which can be accessed by Approvers, Members, Owners

Document published and available for all

authenticated users

Stop workflow. Document rejected and can be viewed only by the owner of the document

and the approvers

Enabling Managed Self-Service BI

SQL Server Database Engine

SQL Server Analysis Services

PowerPivot for SharePoint 2013 Reporting Services

Power ViewPerformancePoint Services

Excel ServicesVisio Services

SharePoint 2013 Enterprise

IT Management Dashboard• Track the usage of Excel workbooks with data models.• Discover mission-critical Excel applications.• Visualize system performance and usage.• See data sources being used.• Extend analysis with custom solutions

based on the IT Management Dashboard data.

Deploy the PowerPivot for SharePoint 2013 Add-In

to provide additional capabilities, such as full access to workbooks as a data source,

scheduled data refresh, PowerPivot Gallery, and IT Management Dashboard.

All

Pow

erP

ivot

Featu

res

4

Management Dashboard Architecture

Excel Calculation Services

Server Health andWorkbook Activity Workbooks

PowerPivot Service Application

PowerPivot Web Service

Client Libraries

UsageLog

s

SharePoint Timer ServiceUsage Data

ImportMgmt Dashboard

ProcessingPowerPivot Health Statistics

Collector

PowerPivot Application Database

Usage data collection must be enabled for SharePoint components to log usage

data.

PowerPivot Management Data Workbook

PowerPivot Management Dashboard

Usage Data Processing

SharePoint Usage Database

(Customizing the PowerPivot Management Dashboard: http://msdn.microsoft.com/en-us/library/ff718155(v=SQL.105).aspx)

Demo

Exploring the PowerPivot Management Dashboard

Managed Self-Service BI at the Next LevelSpreadsheet Compare • Compare spreadsheets side-by-side to identify and categorize their differences.Spreadsheet Inquire• Analyze, document, understand and diagnose spreadsheet.Discovery and Risk Assessment• Assess and categorize spreadsheets and

databases based on relevance, materiality and business impact.

Audit and Control Management Server• Non-intrusive auditing of changes made to

Excel spreadsheets and Access databases.

Import from Analysis Services or PowerPivot

Visual Studio development with integrated TFS Source Control

Security Features

Partitioning Features

Self-Service BI to Enterprise BI

Team BIPowerPivot for

SharePoint

Personal BIPowerPivot for

Excel

Corporate BIAnalysis Services

One Model for All End User Experiences

Summary

A good, solid, BI Governance process will:Establish change management and training policiesIncrease adoption of BIDrive infrastructure and technology decisionsMitigate the risk of choosing the wrong platform because both business and IT needs are considered

Risks/Concerns include:Inadequate support from business and IT leadersBusiness users refusing to abide by the rulesLack of policy enforcement

Summary (Continued)

What should be governed?Source data for business data modelsBusiness data models, collaboration sites, and shared contentSecurity standards for accessing source data, and business information in reports, and Excel workbooksIn areas with limited exposure, BI can be less controlled and allow for a more empowerment of end users

How to implement?Involve business and IT leadersDetermine initial principles and goalsClarify ownerships of business information and infrastructureDevelop a training planConsider new requirements as they arise, reevaluate, and resolve conflictsProvide reports to executive sponsors

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