empower your users with self-service bi and data visualization · empower your users with...
TRANSCRIPT
Presenter Introduction
• Mentor
• BI Solution Architect
• Instructor
• Author
• SQL Server MVP
• Started as a TV news photographer
• Medical claims software development house
• Independent consultant
• Microsoft certified consultant & trainer
This Session…
…is about planning for and supporting solutions for
user reporting
…is not a demonstration of the cool features in
every Microsoft reporting tool
…10,000 foot view. Other sessions will drill-down: ● Data Visualization Choices Thurs 9:30
● Power View & PowerPivot Thurs 2:15
● Visual Report Design Thurs 3:30
The best time to ask questions is while the live
demos are loading
Reporting Scenarios
Structured/Organized Ad-Hoc/Self-Service
End-U
ser In
tera
ctio
n
Clie
nt A
pp
Bro
wser
Dashboards, Scorecards,
iterative analysis
Business Reporting
Excel and PowerPivot
• Ad-hoc analysis &
self-service reporting
• Rich modeling environment
for creating business applications
• Share & collaborate
in SharePoint
• View using Excel Services
in SharePoint
Power View
• User-driven
• Highly-interactive
• Insightful and smart
• Visualizes
information from
PowerPivot or
tabular model
Power View
Report Builder &
Professional Reports
• IT or user-Driven
• Publish and share data
sources
• Report parts & shared
datasets allow for easier
report creation
Report Builder History
2005 Report Models & Report Builder (1.0) Uses only report models.
2008 Report Builder 2.0 uses std RDL. Can be configured as a ClickOnce app. Uses any data source (including report models.)
2010 Report Builder 3.0 installs with SQL Server 2008 R2. Incremental features added to Report Builder 2.0. Runs as installed app or ClickOnce.
Report Builder (1.0)
RB 2.0 RB 3.0
Report Models
Demonstrations
• PowerPivot in Excel
• PowerPivot in SharePoint
• Excel Services
• Power View
• Report Builder for self-service
Architectural Strengths & Limits
Microsoft’s BI & reporting vision is more about providing options & extensibility than providing one simple tool choice
• PowerPivot is great for ad-hoc analysis • Not as extensible or flexible as some other options
• Power View is great for ad-hoc visualization • Not a comprehensive reporting tool
• Report Builder & RDL reports are very flexible • Requires preparation & user guidance
• Requires views & semantic data models to simplify user data
Analytic Data Sources
Operational Data Store
Normalized
RI Constraints
Views
Dimensional Model
Star Schema
Facts
Dimensions
KPIs
Stored Targets
Semantic Model
Simplified View
Hierarchies
Stored Calculations
If you are trying to do analytical reporting with your
operational data sources, you should go home and
rethink your life.
Self-Service Reporting Requires a Plan
• Define Ownership
• Data governance
• Data source
access & security
• Report ownership
• Migration
to production
• Education
• Support
Business Leadership
Business Users
Information Technology
Business Reporting Strategies
Options:
• IT designs all reports & manages them on behalf of the
business
• Business users design and manage all of their reports
• The business and IT work together – in perfect harmony
– to provide:
● Necessary levels of control
● Data access
● Guidance
● Support
● Report consolidation
Business & IT Partnership
Report Design (POC) Evaluation Redesign & Deployment
Business Users
Information Technology
IT deploys report to production report area
IT reviews & evaluates report, validates & updates design
Business user designs own report
Business Reports as Prototypes
Supporting Business-owned Reports
Designing Reports for the Business
Quality Assurance tests reports to user requirements.
IT updates report requirements & developers redesign report
Business user deploys report to business reporting area
Business users work with IT to gather and submit
requirements
IT report developers design reports to spec.
Business Reports as Prototypes
Supporting Business-owned Reports
IT deploys report to production report area
Isolate User and Business Reports
Self-service
Reports
Production IT-
supported Reports
Product Catalog
Review
Consolidate
Design
Test
Maintain
Report Conformance
Recommendations
Reports can have a “mark of approval” branding that lets people know at a glance that they are looking at a tested and trusted report
Conformance Level Examples:
● Level 1 Sourced from BI data, but created by anyone without controls
● Level 2 Sourced from BI data and query/report logic reviewed by a BI team member
● Level 3 Sourced from BI data, query/report logic reviewed by a BI team member, and validated/approved by the business data stewards for the data on the report
Categorizing Reporting Requirements
• Mission-critical Reports
• Business Scope Decision-support
• Executive Dashboards and Scorecards
• THE single version of the truth
• A version of the truth
• The truth according to a business process or role
Summary
• Obtain executive sponsorship
• Define IT responsibilities
• Define business ownership
• Create boundaries for business & production reports
• Define a process to migrate critical business reports to
production
• Educate users about tool choices & internal standards
• Use shared datasets & report parts to simplify user report
design
Resources
• My blog: SQLServerBiBlog.com
• Articles: SolidQ.com/Journal
• My email: [email protected]
Sessions:
Data Visualization Choices Thurs 9:30
Power View & PowerPivot Thurs 2:15
Visual Report Design Thurs 3:30
Your Feedback is Important
Please fill out a session evaluation form
drop it off at the conference registration
desk.
Thank you!