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Mark Macrae
Intelligent Decisioning Ltd
mark@id-live.com
CURRENT GCIT REPORTING SYSTEM
                                         (CEO’s OFFICE)

                                                   -BOARD
                                                   -DET
                                                   -FACULTY MGRS


                   PERFORMANCE SCORECARD

                      Excel                   Excel
                    Workbook                Workbook            Excel
                     (CFO)                (ED ORG CAP)        Workbook
                    (Regan’s                                (ED DIR STUD)
                    Workings)

                                                                             Stored
                                                                             in

Totally
                                  Excel                                      File
                                Workbook            Excel                    Share
                                 (CMO)            Workbook                   Folders
Manual                                             (FAVIS)
                      HOURS AND HOURS OF MANUAL EFFORT
          Copy Variances                                    Update YTD Links
          Update Pivot Tables                     Update Operating Statements
          Check Accounts                                      Copy AHC Data
          Check Vlookups                              Update AHC Pivot Table
          Update FTE Spreadsheets                           Update FTE Links
          Add FTE Columns                                     Validate all Data
          Update AHC/FTE Graph Data




                                      6
BIRS END USER TOOLS AND PERFORMANCE
                                      MANAGEMENT APPLICATIONS
                                       Information
             SharePoint                  Manager
            Dashboards &
             Scorecards
                                                              SharePoint
                                                             Collaboration

                 Enterprise
                Data Manager



            SQL Reporting Services        Web Service
                                           Web Service
   Fully     SQL Analysis Services
                                            Web Service
                                                 Data
                                                     Cubes
Automated
                       Staging Database & Data Warehouse


                           SQL Server Integration Services




                                              7
Improving organizations by
 providing business insights to
   all employees leading to
       better, faster, more
       relevant decisions


 Delivered through a familiar
  environment
 Integrated into business
  collaboration infrastructure
 Built on a trusted and extensible
  platform
Strategic
•   SQL Server 2008 R2 (SSAS, SSRS, SSIS)
•   PerformancePoint Services 2010
•   Excel Services 2010
•   Power Pivot
•   SharePoint 2010
Operational
•   MS Excel 2010, MS Visio 2010
•   SSRS Report Builder 3.0
Tactical
•   Chart Web Parts                     Gartner Magic Quadrant (BI) - Jan 2011


•   Status Lists
Network
                   SQL DBA
           Guy          Data Model    SP
Data Expert                        Architect
                         Designer

      Excel                   Designers
                   SQL Devs
      Wizard                  Cube Dev

  + Substitutes!
THE

       must   accurate
      trusted wont
Fully understand these
Pinpoint a Data Expert for each source
Accessing data – direct / extracts
User accounts/passwords
Impact on source system
What questions need answering?

Designed for Reporting
Facts (Numeric answers e.g. Revenue)
Dimensions (by Time, by Department etc)
Date/Time
A Typical SharePoint BI Project
A Typical SharePoint BI Project
A Typical SharePoint BI Project
A Typical SharePoint BI Project
A Typical SharePoint BI Project
A Typical SharePoint BI Project
A Typical SharePoint BI Project
A Typical SharePoint BI Project
A Typical SharePoint BI Project
A Typical SharePoint BI Project
A Typical SharePoint BI Project
A Typical SharePoint BI Project
A Typical SharePoint BI Project

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A Typical SharePoint BI Project

  • 3.
  • 4.
  • 5.
  • 6. CURRENT GCIT REPORTING SYSTEM (CEO’s OFFICE) -BOARD -DET -FACULTY MGRS PERFORMANCE SCORECARD Excel Excel Workbook Workbook Excel (CFO) (ED ORG CAP) Workbook (Regan’s (ED DIR STUD) Workings) Stored in Totally Excel File Workbook Excel Share (CMO) Workbook Folders Manual (FAVIS) HOURS AND HOURS OF MANUAL EFFORT Copy Variances Update YTD Links Update Pivot Tables Update Operating Statements Check Accounts Copy AHC Data Check Vlookups Update AHC Pivot Table Update FTE Spreadsheets Update FTE Links Add FTE Columns Validate all Data Update AHC/FTE Graph Data 6
  • 7. BIRS END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONS Information SharePoint Manager Dashboards & Scorecards SharePoint Collaboration Enterprise Data Manager SQL Reporting Services Web Service Web Service Fully SQL Analysis Services Web Service Data Cubes Automated Staging Database & Data Warehouse SQL Server Integration Services 7
  • 8.
  • 9. Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions  Delivered through a familiar environment  Integrated into business collaboration infrastructure  Built on a trusted and extensible platform
  • 10. Strategic • SQL Server 2008 R2 (SSAS, SSRS, SSIS) • PerformancePoint Services 2010 • Excel Services 2010 • Power Pivot • SharePoint 2010 Operational • MS Excel 2010, MS Visio 2010 • SSRS Report Builder 3.0 Tactical • Chart Web Parts Gartner Magic Quadrant (BI) - Jan 2011 • Status Lists
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18. Network SQL DBA Guy Data Model SP Data Expert Architect Designer Excel Designers SQL Devs Wizard Cube Dev + Substitutes!
  • 19.
  • 20. THE must accurate trusted wont
  • 21. Fully understand these Pinpoint a Data Expert for each source Accessing data – direct / extracts User accounts/passwords Impact on source system
  • 22. What questions need answering? Designed for Reporting Facts (Numeric answers e.g. Revenue) Dimensions (by Time, by Department etc) Date/Time

Notas do Editor

  1. In many organisations, creating and distributing reports is never straightforward. Development teams, or individuals with honed skills are relied upon to create the reports. Often these reports are Excel masterpieces. Show an example
  2. 5-10 mins
  3. In a BI project, the users are key and should be
  4. Many BI projects overlook the client capability until the last minute. Its always an afterthought.Key questions are:Machine SpecOS Browser (IE7+ for SharePoint 2010, Chrome, Firefox OK on certain versions)Silverlight (PerformancePoint)Excel. 2010 required for PowerPivotAddIn, 2007 required to connect to 2008R2ADO.NET, ASOLE versionsSQL Management StudioReport Builder 3.0 requires: Elevated privileges to download, Browser - Dashboard Designer
  5. Network Capability!Letting users in to self-serve
  6. Network Capability!Letting users in to self-serve
  7. Network Capability!Letting users in to self-serve
  8. Network Capability!Letting users in to self-serve
  9. 25 mins
  10. Network Capability!Letting users in to self-serve
  11. Network Capability!Letting users in to self-serve
  12. Network Capability!Letting users in to self-serve
  13. Thank the lord if we get this far