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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 Demo: PowerPivot | Power View | PowerPivot Gallery Techniques to Monitor, Secure, & Manage SSBI
environment
Demo: PowerPivot Management Dashboard
Introduction to Data As A Service (DaaS) Wrap-up: Keys to Success with SSBI
Not in scope for our discussion: Installation & configuration of PowerPivot for SharePoint. See MSDN + this TechEd 2012 recording: http://channel9.msdn.com/Events/TechEd/NorthAmerica/2012/DBI402
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
Producers
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
Large volumes of data
Create mashups of data Data is embedded
Introduces DAX
Schedule data refreshes in
SharePoint
Can do visualization in familiar
on Web
Share an entire
workbook or sections
Not all Excel
functionality is supported
Integrated with
Power View
Visual, interactive
reporting Unique data discovery Presentation-ready (like PPT slides) Silverlight-based Requires a Tabular source (either PowerPivot for SharePoint or a Tabular SSAS model) Requires Reporting Services Add-In
Report Builder
ClickOnce application
Pixel-perfect, fully
formatted reports
Export capabilities Subscription delivery Extremely powerful tool if
PowerPivot Gallery
Specialized
previews
Manage
Demo
Create Model with PowerPivot Publish Model to PowerPivot Gallery Visualize Data with Power View
Source: http://msdn.microsoft.com/en-us/library/ee210692.aspx
User uploads workbook Added to Content DB Query issued Data is loaded into memory
Kept in memory for 48 hours (if no other memory pressure) at which time data is unloaded to the cache (kept for another 72 hours in cache). If 5 days pass with no activity, cache file is physically deleted. Cache files stored: \Microsoft SQL Server\MSAS11.PowerPivot\OLAP\Backup
This method does refresh both the Excel workbook + the PowerPivot database. (It actually sets the Refresh on Open flag in the Excel workbook to make the Excel file update itself when user opens it.)
1/2
Data Refresh Monitor refresh times & durations Schedule Ensure users must use the data refresh 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
Naming & Teach publishers to continue using same Versioning of name (i.e., avoid habit of V1, V2, or dates at PowerPivot end of file names) Models 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)
Information about the Model Requiring certain metadata fields for reports & models will aid with Search (cant see custom fields in Gallery view though)
1/2
Access to reports Same as above plus (Power View, Permissions on reports are preferably the Excel Services, same as the underlying model Report Builder)
2/2
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
Ad-hoc reporting
Visibility into:
Queries CPU Memory Connections Workbook Sizes Users & Authors Usage Increase & Decrease Data Refresh
http://msdn.microsoft.com/en-us/library/ee210657.aspx
Demo
PowerPivot Management Dashboard
Ad-Hoc Reporting on PowerPivot Management Data
1/2
2/2
Enable Execution Logging (default: 60 days probably want to extract & store historically) Enable Client Printing - An ActiveX control is required for the print button on the toolbar
Printing
Workload on server
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 Services
Layer) as part of their CBI (Consolidated BI) environment Data Feeds library SQL Azure Labs Data Hub (not a released product yet)
Business Users
Source Data
IT pro
(SharePoint)
Business Users
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 service 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