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About Melissa
Business Intelligence developer
based in Charlotte, NC Sr. Consultant with Intellinet Specialize in BI and Data Warehousing solutions using the Microsoft platform
Melissa Coates Blog: http://www.sqlchick.com Twitter: @sqlchick
About Intellinet
Strategy
IT Strategy & Operations
Process
Business Process Optimization
Revenue Enablement
E-Commerce Solutions Commercial Software Development Merger & Acquisition Assimilation
IT Strategy Roadmaps & Benchmarks Assessment, Planning, & Governance Portfolio Management Continuous Improvement Programs
Project & Program Management Service Desk & IT Operations Business Analysis & Quality Control Change Management
Technology
Portals & Collaboration
Intranets & Extranets
SharePoint
Business Intelligence
Data Warehouses, Reports & Analytics Front-end Tools
PerformancePoint / Excel
Application Development
Custom Development
.NET
Cloud-based Solutions
Office 365 / Azure
Infrastructure
Server Platform AD / Exchange / Windows Server Virtualization Hyper-V Cloud Computing Office 365
http://www.intellinet.com
Agenda
Introduction to Managed Self-Service BI Overview of Microsoft Self-Service components PowerPivot | Excel Services | Power View | Report Builder Demo: PowerPivot | Power View | PowerPivot Gallery Techniques to Monitor, Secure, & Manage SSBI
environment
Demo: PowerPivot Management Dashboard
Introduction to Data As A Service (DaaS) Data Explorer and Data Hub Wrap-up: Keys to Success with SSBI
Corporate BI
Business Users
IT pro
Corporate BI + Self-Service BI
Data Feeds, PowerPivot Models, Excel Services, Misc Files Data Warehouse, Cubes ETL Source Data
Power Users
Business Users
IT pro
Managed Self-Service BI
Self-Service BI Tools Corporate BI Tools
Producer: IT
PerformancePoint Reporting Services Visio Services
Delivery:
IT Staff
PowerPivot
Add-in to Excel 2010 In-memory solution Based on xVelocity (Vertipaq)
column-store indexes
Work with large volumes of data
Create mashups of data from
on Web (ex: deliver Office 2010 features even if clients are still 2007)
Share an entire
workbook or sections
Not all Excel
functionality is supported
Integrated with PowerPivot
for SharePoint
Power View
Visual, interactive
reporting experience Unique visualization for data discovery Presentation-ready (like PowerPoint slides) Silverlight-based Is part of Reporting Services Requires a Tabular data source
Report Builder
ClickOnce application
formatted reports
Export capabilities
Automated delivery
using subscriptions
Extremely powerful tool
PowerPivot Gallery
Specialized
previews
Manage
Demo
Create Model with PowerPivot Publish Model to PowerPivot Gallery Visualize Data with Power View
1/2
Workload on Monitor server health incl. query durations the server Teach authors not to retrieve every field in from the model (its all in memory after all!) PowerPivot Manage memory availability: all dbs in use models must be in memory concurrently (leaving a ~10%-20% buffer) (64GB recommended) Data Monitor refresh times & durations Refresh Ensure users must use the data refresh Schedule account configured by the administrator & not their own credentials Users have individual access to misc dbs Disk space Monitor disk space (files are cached to avoid round trips to content db)
2/2
Teach publishers to continue using same name (i.e., avoid habit of V1, V2, or dates at end of file names) Consider minimal versioning in library (content db size issues since data is embedded in the workbook) Monitor file uploads for storage requirements (since data is embedded) Requiring certain metadata fields for reports & models (cant see custom fields in Gallery view though) will aid in Searching
1/2
2/2
Set permissions on report the same as the model (possible security hole) Use a regular document library (instead of PowerPivot Gallery) if preview is of concern
View Only permissions: user will get a snapshot only; no data is exposed Contribute permissions: user can download full workbook & access all data stored within the PowerPivot model
64-bit vs. 32-bit version Query syntax & dynamic data refreshes
Visibility into:
Queries CPU Memory Connections Workbook Sizes Users & Authors Usage Increase &
4
2
1/2
Reuse & Shared Data Sources (connection string) centralization Shared Datasets (queries) Report Parts (reusable objects like charts, tables, parameters) Semantic Database views layer Cube perspectives Report Models are deprecated Deployment Separate SPS document libraries location Based on content Based on security Workload on Global report timeout setting server
2/2
Printing
Enable Client Printing - An ActiveX control is required for the print button on the toolbar
Workload on server
Contribute permissions: in addition to Read, user can update & delete Design permissions: in addition to Contribute, user can approve
Demo
PowerPivot Management Dashboard Ad-Hoc Reporting on PowerPivot Management Data
Why DaaS?
You might have created a centralized report catalog
but how about a centralized data catalog? A centralized data abstraction layer allows users to explore and consume data (and perhaps publish) Microsoft examples of DaaS:
Windows Azure Marketplace (DataMarket) An internal Silverlight-based application called DSL (Data
Business Users
IT pro
1/2
Source: http://technet.microsoft.com/en-us/library/hh499043.aspx
2/2
Data Explorer
A self-service tool to Discover, Enrich & Publish data
Web-based client is Cloud Service preview (SQL Azure Labs) Desktop client has an Excel add-in; not as full-featured as Cloud
Data Hub
A Windows Azure services to create & manage a private data marketplace for your enterprise data.
In a Cloud Service preview (SQL Azure Labs). In the 1st milestone of the Data Hub roadmap.
Keys to Success
Work with strengths & limitations of Self-Service BI
Further Reading
Increasing Productivity by Empowering Business Users with Self-Serve BI Choose the Right Business Intelligence Technology to Suit Your Style Self Service Key to Creating Enterprise Business Intelligence Heroes