Agenda
Welcome / Introductions
Business Intelligence (BI) Overview
Microsoft BI Stack Overview
SharePoint BI Demo
Firm Overview
•
Founded in 1997.
•
Offices: Chicago and Minneapolis.
•
Business Process Expertise:
•
Planning and Forecasting
•
Business Intelligence / Performance Management
•
Financial Management and Compliance
•
Human Capital Management
•
Supply Chain and Logistics
•
Customer Relationship Management
Firm Overview
•
Oracle Practices’ focus:
•
Hyperion
•
PeopleSoft Enterprise
•
Oracle EBS
•
Oracle Transportation Management
•
OBIEE
•
Microsoft Practices’ focus:
•
Microsoft Dynamics GP and CRM
Business Intelligence Terms
•
Business intelligence (BI)
§
Reporting, analysis, and monitoring of company performance (oldest
term used in the market).
•
Business performance management (BPM)
§
Reporting, analysis, monitoring
and planning or predictive capabilities
of an organization
•
Company performance management (CPM)
§
Same as business performance management
•
Enterprise performance management (EPM)
§
Business performance management
+ source systems for
Information Overload
Scorecards
Slide decks
Meetings
Presentations
Financial reports
e de
cks
Webcasts
Charts and graphs
Internet
Project
plans
Documents
Spreadsheets
Intranet
Portals
RSS feeds
Business books
Newspapers
IM/chat
Business Intelligence (BI) Summarized
Why is BI Important?
•
Rapidly changing business and market conditions
•
Decision complexity requires rich data environment to assist in decision
making
How does BI Affect Organizations
Reduction of non-value added process
§
Eliminate effort collection and formatting of data
§
Reconciliation of data
§
Reformatting/recreating of report when changes occur
§
Elimination of desktop applications
§
Elimination of informational bottlenecks
Enablement of value added processes
§
Increase analytical capabilities
§
Monitor performance against targets/strategy
BI
–
Business Process and Technology
Business process and BI
§
Defines the information collection and analysis process
§
Prioritizes information and analysis needs
§
Provides data definitions and organization
§
Provides for roles and responsibilities for support and administration
Technology
–
enabler of BI Processes
§
Provides information access
§
Provides scale and breadth to analysis
§
Makes business intelligence initiatives sustainable and repeatable
§
Provides flexibility to change and adapt quickly
Plan
Monitor
Analyze
Report
BI
–
Implementation Principles
•
Develop a strategy and stick to it
•
Implement BI in manageable pieces
•
BI may have major change management impacts
§
Job roles
§
Training Needs
•
Expect change
–
your organization is fluid
•
Have a support strategy in place to keep the initiative moving forward
§
On-going training
Data Categories
•
Relevant for the business category
•
Meaningful relationships
•
Combination of data sources
Data Organization
•
Hierarchies
•
Categories
•
Security
•
Views
Data Definitions
•
Labels
•
Definitions
•
Strategic measures
•
Aligned systems
•
Meta data standards
Data Sources
•
From Where
•
How Often
•
Data Ownership
•
Transformation and scrubbing
•
Accessibility
How Much
•
Summary
•
Detail
•
Transactions
Whom
•
Level / View of the organization
•
Division / Business Unit
•
Grouping
Right Information
Right Format
Formats /
Visualizations
•
Dashboard
•
Graph
•
Tabular
•
Report
•
Info needs by role
Granularity
•
Summary
•
Detail
•
Transactions / Documents
Access / Security
•
Web
•
Office
•
PDA
•
Paper
•
Emails / Alerts
•
Offline / online
Interaction
•
View static image
•
Drill down / in
•
Filter
•
Ad Hoc query
Training / Tools
•
Complexity of training required
•
Intuitive results, should tell a story
•
Tools used for display or analysis should easily be
made available.
Push
Pull
Distribution
Information comes to users
without any action from the user
•
Email distribution of reports or
report links
•
Paper report delivery
Pull Distribution
–
user actively seek the
information they need when they need it
•
Can be offline or on-line
•
Static or interactive
Benefits
•
Low training
–
static reporting
•
Easy to maintain and deliver
•
Self service environment
•
Users select content that is relevant to
them
•
Limited number of reports may meet
large reporting need
Drawbacks
•
Hard to know if reports meet
user needs
•
Users cannot interact with data
•
Additional training needs
•
Applications needs high availability
Microsoft’s Approach
all
«
Complete and integrated BI and
END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONS
BI PLATFORM (RDBMS, ETL, OLAP, Reporting)
DELIVERY
BI Contexts
Organizational BI
Built to standards, supported by the organization and used by the organization
Team BI
Built by the team, used by the team
Personal BI
Built by me, for me
BI Contexts
Organizational BI
Built to standards, supported by the organization and used by the organization
Team BI
Built by the team, used by the team
Personal BI
Built by me, for me
BI Contexts
Organizational BI
Built to standards, supported by the organization and used by the organization
Team BI
Built by the team, used by the team
Personal BI
Built by me, for me
P 33
Deric Selchow
800-441-0566 x413
[email protected]
Tom Jones
800-441-0566 x496
[email protected]
Performance Point SSRS 2005 SSRS 2008 SSRS 2005 SSRS 2008 Data Source(s)
-Microsoft Analysis Services -ODBC Data Source
-Tabular Data List (Excel Services, Imported Excel Workbook, SharePoint List, SQL Table)
-Microsoft SQL Server -OLE DB
-Microsoft SQL Server Analysis Services -Oracle
-ODBC -XML
-Report Server Model -SAP NetWeaver BI -Hyperion Essbase
-Microsoft Office PerformancePoint Scorecard Data Processing Extension
-Microsoft SQL Server -OLE DB
-Microsoft SQL Server Analysis Services -Oracle
-ODBC -XML
-Report Server Model -SAP NetWeaver BI -Hyperion Essbase -TERADATA
-Microsoft SQL Server -OLE DB
-Microsoft SQL Server Analysis Services -Oracle
-ODBC -XML
-Report Server Model -SAP NetWeaver BI -Hyperion Essbase
-Microsoft Office PerformancePoint Scorecard Data Processing Extension
-Microsoft SQL Server -OLE DB
-Microsoft SQL Server Analysis Services -Oracle
-ODBC -XML
-Report Server Model -SAP NetWeaver BI -Hyperion Essbase -TERADATA
Available Chart Types
Column
Regular Column Stacked Column 100% Stacked Column
Regular Column Stacked Column 100% Stacked Column
Regular Column (Dundas Themes) Stacked Column (Dundas Themes) 100% Stacked Column (Dundas Themes)
Regular Column Stacked Column 100% Stacked Column Reversed Column No Gap Stacked Column Thin Column
Regular Column Stacked Column 100% Stacked Column Reversed Column No Gap Stacked Column Thin Column
Bar n/a
Regular Bar Stacked Bar 100% Stacked Bar
Regular Bar (Dundas Themes) Stacked Bar (Dundas Themes) 100% Stacked Bar (Dundas Themes)
Regular Bar Stacked Bar 100% Stacked Bar Reversed Bar No Gap Stacked Bar Thin Bar
Regular Bar Stacked Bar 100% Stacked Bar Reversed Bar No Gap Stacked Bar Thin Bar
Area n/a
Regular Area Stacked Area 100% Stacked Area
Regular Area (Dundas Themes) Smooth Area (Dundas Themes) Stacked Area (Dundas Themes) 100% Stacked Area (Dundas Themes)
Regular Area Spline Area Stacked Area 100% Stacked Area Area with Margin
Regular Area Spline Area Stacked Area 100% Stacked Area Area with Margin
Line
Regular Line Line with markers
Regular Line Smooth Line
Regular Line (Dundas Themes) Smooth Line (Dundas Themes) Step Line (Dundas Themes) Line with Markers (Dundas Themes) Smooth Line with Markers (Dundas Themes)
Regular Line Spline Step Line Spline with Markers Line with no Margin Different Line Style
Regular Line Spline Step Line Spline with Markers Line with no Margin Different Line Style Grid Table / Matrix Table
Matrix Table Matrix Table Matrix Table Matrix Point n/a Regular Point Line connected points Smooth Line connected points
Scatter (Dundas Themes) Regular Point Point with Large Markers
Regular Point Point with Large Markers
Performance Point SSRS 2005 SSRS 2008 SSRS 2005 SSRS 2008 Standalone W / Dundas Charts
Polar n/a n/a
Polar (Dundas Themes) PolarLine PolarMarker PolarLinePolygon PolarMarkerPolygon PolarLine PolarMarker PolarLinePolygon PolarMarkerPolygon
Gantt n/a n/a n/a
Gantt
Gantt Side by Side Gantt Thin Bars Range Column
Range Column Side By Side Range Column Thin Bars
Gantt
Gantt Side by Side Gantt Thin Bars Range Column
Range Column Side By Side Range Column Thin Bars
Range n/a n/a
Range (Dundas Themes) Smooth Range (Dundas Themes) Range Columns (Dundas Themes) Range Bars (Dundas Themes)
Range Spline Range Range with Margin
Range Spline Range Range with Margin
Error Bar n/a n/a
ErrorBar (Dundas Themes) ErrorBar Upper ErrorBar Lower ErrorBar
ErrorBar with CenterMarker ErrorBar with CircleMarker ErrorBar with SquareMarker
ErrorBar Upper ErrorBar Lower ErrorBar
ErrorBar with CenterMarker ErrorBar with CircleMarker ErrorBar with SquareMarker
Box Plot n/a n/a
BoxPlot (Dundas Themes) BoxPlot BoxPlot No Median BoxPlot No Median&Average BoxPlot Circle Markers Thin BoxPlot
BoxPlot BoxPlot No Median BoxPlot No Median&Average BoxPlot Circle Markers Thin BoxPlot
Funnel n/a n/a
Funnel (Dundas Themes) Funnel Variable Height Funnel Variable Width Funnel With Gaps Funnel Inside Labels Funnel Outside Labels Funnel Outside Column Labels
Funnel Variable Height Funnel Variable Width Funnel With Gaps Funnel Inside Labels Funnel Outside Labels Funnel Outside Column Labels
Pyramid n/a n/a
Pyramid (Dundas Themes) Pyramid Pyramid With Gaps Pyramid Inside Labels Pyramid Outside Labels Pyramid Outside Column Labels Pyramid Outside Left Labels
Pyramid Pyramid With Gaps Pyramid Inside Labels Pyramid Outside Labels Pyramid Outside Column Labels Pyramid Outside Left Labels
High Performance n/a n/a n/a FastLine
FastPoint
FastLine FastPoint
3D Options n/a Yes Yes Yes Yes
Parameters and Criteria Filter parameters can be provided to Dashboard
Pages or Analytic Charts & Grids
Parameters can be hidden or available for user selection
Parameters can drive other parameters
Parameters can be hidden or available for user selection
Parameters can drive other parameters
Parameters can be hidden or available for user selection
Parameters can drive other parameters
Parameters can be hidden or available for user selection
Parameters can drive other parameters
Performance Point SSRS 2005 SSRS 2008 SSRS 2005 SSRS 2008 Standalone W / Dundas Charts
View switching: Graph, Grid, etc.. View can be changed from line to bar to stacked
bar to grid at any time
View changes must be designed and implemented at development time.
View changes must be designed and implemented at development time.
View changes must be designed and implemented at development time.
View changes must be designed and implemented at development time.
Portability Any graph or grid can be exported to Excel or
PowerPoint
-XML with Report Data -CSV
-TIFF -Web Archive -PDF -Excel
-XML with Report Data -CSV -TIFF -Web Archive -PDF -Excel -Word
-XML with Report Data -CSV
-TIFF -Web Archive -PDF -Excel
-XML with Report Data -CSV
-TIFF -Web Archive -PDF -Excel
Chart Development Method PowerPoint Dashboard Designer
Business Intelligence Design Studio 2005 or
Visual Studio 2005 with BIDS 2005 IDE
Business Intelligence Design Studio 2008 or
Visual Studio 2005 with BIDS 2008 IDE
Business Intelligence Design Studio 2005 w/Dundas Chart Controls
or
Visual Studio 2005 with BIDS 2005 IDE w/Dundas Chart Controls
Business Intelligence Design Studio 2008 w/Dundas Chart Controls
or
Visual Studio 2008 with BIDS 2008 IDE w/Dundas Chart Controls
Development & Deployment
Roles IT Developers and Analyst Power Users IT Developers IT Developers IT Developers IT Developers
Requirements
Security rights for: *The cube
*PerformancePoint server *SharePoint site publishing
Security rights for: *The cube
*The development software
*Publishing rights for the SQL Reporting Services server
Security rights for: *The cube
*The development software
*Publishing rights for the SQL Reporting Services server
Security rights for: *The cube
*The development software
*Publishing rights for the SQL Reporting Services server
*Dundas chart tools
Security rights for: *The cube
*The development software
*Publishing rights for the SQL Reporting Services server
*Dundas chart tools Destination PerformancePoint server & SharePoint site
collection
SQL Reporting Services server & SharePoint Web part page
SQL Reporting Services server & SharePoint Web part page
SQL Reporting Services server & SharePoint Web part page
SQL Reporting Services server & SharePoint Web part page
Price MOSS Enterprise SQL Standard / Enterprise SQL Standard / Enterprise
Dundas Chart for SSRS -1 Processor License $1,999 Dundas Bundle for SSRS -1 Processor License $ 2,499 Additional Design Licenses -$699
Dundas Chart for SSRS -1 Processor License $1,999 Dundas Bundle for SSRS -1 Processor License $ 2,499 Additional Design Licenses -$699
