The IT and Analyst's Perspectives: Advanced BI with PowerPivot … · 2018-10-16 · 1 1 The IT and...
Transcript of The IT and Analyst's Perspectives: Advanced BI with PowerPivot … · 2018-10-16 · 1 1 The IT and...
11
The IT and Analyst's Perspectives: Advanced BI with PowerPivot DAX, SharePoint Dashboards, and SQL Data Mining
Rafal LukawieckiStrategic Consultant, Project Botticelli [email protected]
22
Objectives
Introduce more advanced BI analytics from Microsoft
Discuss using SharePoint 2010 as a BI Dashboard environment
The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. Thematerial presented is not certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to theinformation in this presentation.
Portions © 2010 Project Botticelli Ltd & entire material © 2010 Microsoft Corp. Some slides contain quotations from copyrighted materials byother authors, as individually attributed or as already covered by Microsoft Copyright ownerships. 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. Theinformation herein is for informational purposes only and represents the current view of Project Botticelli Ltd as of the date of thispresentation. Because Project Botticelli & Microsoft must respond to changing market conditions, it should not be interpreted to be acommitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided after thedate of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE.
This seminar is based on a number of sources including a few dozen of Microsoft-owned presentations, used with permission. Thank you to Chris Dial, Tara Seppa, Aydin Gencler, Ivan Kosyakov, Bryan Bredehoeft, Marin Bezic, and Donald Farmer with his entire team for all the support.
3
PowerPivot on SharePoint 2010Manageability
44
PowerPivot for SharePoint 2010Managed Self-Service Business Intelligence
Collaborative, shared gallery of PowerPivots
IT Pro managementLifecycle & Workflow
Server Resource Management
55
Share Insights Common view of organizational performance
6
1. PowerPivot for SharePoint: Uploading Documents to Server
2. Galleries
77
Managing the BI Environment
User driven application administration and monitoring
Manage and facilitate access to secure organizational data
8
1. PowerPivot Management Dashboard2. Anticipating a self-created BI that can
become an organisational concern
99
PowerPivot Client Architecture
1010
PowerPivot – Part of SharePoint
13
PowerPivot DAX
1414
Data Analysis Expressions (DAX)
Simple Excel-style formulas
Define new fields in the PivotTable field list
Enable Excel users to perform powerful data analysis using the skills they already have
Has elements of MDX but does not replace MDX
1515
Data Analysis Expressions (DAX)
No notion of addressing individual cells or ranges
DAX functions refer to columns in the data
Sample DAX expression Means:= [First Name] &“ ”& [Last Name] String concatenation just like Excel
=SUM(Sales[Amount])SUM function takes a column name
instead of a range of cells
=RELATED (Product[Cost])new RELATED function follows
relationship between tables
1717
More than 80 Excel Functions in DAXDate and Time Information Math and Trig Statistical TextDATE ISBLANK ABS AVERAGE CONCATENATEDATEVALUE ISERROR CEILING, ISO.CEILING AVERAGEA EXACTDAY ISLOGICAL EXP COUNT FINDEDATE ISNONTEXT FACT COUNTA FIXEDEOMONTH ISNUMBER FLOOR COUNTBLANK LEFTHOUR ISTEXT INT MAX LENMINUTE LN MAXA LOWER
MONTH Logical LOG MIN MIDNOW AND LOG10 MINA REPLACESECOND IF MOD REPTTIME IFERROR MROUND RIGHTTIMEVALUE NOT PI SEARCHTODAY OR POWER SUBSTITUTEWEEKDAY FALSE QUOTIENT TRIMWEEKNUM TRUE RAND UPPERYEAR RANDBETWEEN VALUE
YEARFRAC ROUND
ROUNDDOWNROUNDUPSIGNSQRTSUMSUMSQTRUNC
1818
Example: Functions over a Time Period
TotalMTD (Expression, Date_Column [, SetFilter])
TotalQTD (Expression, Date_Column [, SetFilter])
TotalYTD (Expression, Date_Column [, SetFilter] [,YE_Date])
OpeningBalanceMonth (Expression, Date_Column [,SetFilter])
OpeningBalanceQuarter (Expression, Date_Column [,SetFilter])
OpeningBalanceYear (Expression, Date_Column [,SetFilter] [,YE_Date])
ClosingBalanceMonth (Expression, Date_Column [,SetFilter])
ClosingBalanceQuarter (Expression, Date_Column [,SetFilter])
ClosingBalanceYear (Expression, Date_Column [,SetFilter] [,YE_Date])
19
1. DAX for Creating Calculated Measures2. DAX for Creating New Columns
20
SharePoint 2010 BI Dashboards:PerformancePoint Services
2121
PPS in SharePoint 2010
PerformancePoint Services in SharePoint 2010 improve over PerformancePoint Server 2007:
SharePoint does all security, management, backup, respository of dashboard
Decomposition Tree
KPI Details
Scorecard drilldown, dynamic hierarchies, calculated KPIs
Dynamic, up-to-date filters for time intelligence
SharePoint Dashboard Designer is smoother
Better accessibility
Analytic charts with value filtering and server-based conditional formatting
2222
Monitoring with PPS
Business users can build performance dashboards easily
2323
Analytics with PPS
Integration of KPIs and analytics
Multidimensional slice and dice, drill-across, drill-to-detail, root-cause analysis, prediction and centralized business logic definitions
No coding
2424
Reporting and Consolidation in PPS
Combine operational and financial data into one report
No need to reconsolidate manually
Dynamic and standard reports
Consistent live reports published from Excel to Reporting Services and SharePoint
27
1. Building a Dashboard, Scorecard, and a KPI Using SharePoint Server PerformancePoint Services
28
Visualising BI with Microsoft Visio and SharePoint 2010
29
Two Trends that Lead to…The Messy Diagram
30
Data VisualizationFault Analysis Tree
Status Indicators
Color By Value
Text Callouts
Data Bars
31
Data VisualizationManufacturing
Specialized Shapes
3232
Strategy Maps VisualizePPS Scorecard data in context
33
Data Mining with SQL Server
3434
What does Data Mining Do?
Explores Your Data
Finds Patterns
Performs Predictions
3838
Data Mining TechniquesAlgorithm Description
Decision Trees Finds the odds of an outcome based on values in a training set
Association Rules Identifies relationships between cases
Clustering Classifies cases into distinctive groups based on any attribute sets
Naïve Bayes Clearly shows the differences in a particular variable for various data elements
Sequence Clustering
Groups or clusters data based on a sequence of previous events
Time Series Analyzes and forecasts time-based data combining the powerof ARTXP (developed by Microsoft Research) for short-term predictionswith ARIMA (in SQL 2008) for long-term accuracy.
Neural Nets Seeks to uncover non-intuitive relationships in data
Linear Regression Determines the relationship between columns in order to predict an outcome
Logistic Regression
Determines the relationship between columns in order to evaluate the probability that a column will contain a specific state
40
1. Association Rules for Market Basket Analysis
2. Automatic recommendation engine using DMX queries
4141
Summary
SharePoint makes PowerPivot manageable
Advanced self-service analysis requires a rich expression language: DAX
Team, and organisational BI dashboards and scorecards are easy to build using SharePoint 2010
Data Mining enables advanced pattern (correlation) discovery in your data
4242
Agenda
14:00 – 14:15 Summary: BI in Your Enterprise
14:15 – 15:15 Lunch
15:15 – 16:30 Microsoft Visual Studio 2010
4343
© 2010 Microsoft Corporation & Project Botticelli Ltd. All rights reserved.
The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. The material presented isnot certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to the information in this presentation.
Portions © 2010 Project Botticelli Ltd & entire material © 2010 Microsoft Corp. Some slides contain quotations from copyrighted materials by other authors, asindividually attributed or as already covered by Microsoft Copyright ownerships. All rights reserved. Microsoft, Windows, Windows Vista and other product names areor 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 thecurrent view of Project Botticelli Ltd as of the date of this presentation. Because Project Botticelli & Microsoft must respond to changing market conditions, it shouldnot be interpreted to be a commitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided afterthe date of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE.