2. Document Description 4
Methodology tools evaluation 6
Sections / Category considered 11
Comparison tolos 13
Tableau 14
PowerBI 58
Information Builders 95
SAS 128
QlikView 176
Amazon QuickSight 228
Pentaho 255
Final compasison 295
General index
BI Analysis Tools
2
3. * For each of the analyzed tools, you may find the following table of contents
Introduction
Architecture
Technical Review
User features
Key Features
Tool Review
BI Analysis Tools
3
Tools Index
5. BI Analysis Tools
The document presented analyzes and compares 7 of the most powerful
Business Intelligence tolos.
The tools discussed in the slides are: Tableau, PowerBI, Information
Builders, SAS, QlikView, Amazon QuickSight and Pentaho.
Document description
5
7. BI Analysis Tools
To carry out the evaluation, we started with an evaluation file, on which 4 main
categories have been defined (tabs): Access & Connection to Data, Explore
& Discover, Share & Collaborate and Administration
These categories, in turn, are broken down into different sections of analysis.
For example:
In the category Administration, there are the sections: Security &
Administration, Installation & Implementation, Multilanguage and
For category Explore & Discover, these are the sections: Views, Analytics
functionality, Creating Dashboards, Reports, Multi platform Y Scenario
analysis.
Evaluation methodology tools
7
8. BI Analysis Tools
Finally, the criteria have been included under the sections. On these, a weight is
marked that will mark the importance of the criteria, this will go from 0 to 4,
depending on the importance that you want to give to the criterion.
The tools will comply more or less with the criteria. For this, it will be necessary to
specify a value, which will go from 0 to 3, which will mark the degree to which a
tool meets a certain criterion. So the associated result will depend on the
importance with which the criterion in question has been marked and, the degree
of compliance that the tool has for that criterion.
Evaluation methodology tools
8
importance Criteria evaluation Criteria
Option Value Option Value
0 - No Important 0 0 - Not Available 0
1 - Good having 1 1 - Minimum 1
2 - Required 2 2 - Suitable 2
3 - Major 3 3 - Excellent 3
4 - Essential 4
9. BI Analysis Tools
Let's take as an example the category Access & Connection to Data, where
we have the Access section, which is broken down into 2 criteria: Single web
access and Independence desktop application. Let us suppose, in turn, that we
have marked these criteria as; 4 - Essential and 2 - Necessary respectively.
Suppose also that the tool has obtained the following values: 2 - Suitable and
3 - Excellent. With this we would have to:
Single web access: 4 - Essential * 2 - Suitable = 4 * 2 = 8
Independence of… : 2 - Required * 3 - Excellent = 2 * 3 = 6
To obtain the total evaluation for the analyzed section, Access in this case, we
would average the results obtained in the criteria under this section. Therefore:
(8 + 6) / 2 = 7
Finally, the sections also have a weight, which ranges from 1-6. For example,
let's say that Access is marked with a weight 5. We would have that: 7 * 5 = 35
Evaluation methodology tools
9
10. BI Analysis Tools
For the final construction of Tool Reviews, there is a section that we called
Result, Which corresponds to the screenshot shown in paragraph Tool
Review.
he Result section contains all the sections of the different categories. On
these, as we have seen, a weight (1-6) will be applied, which will define the
importance given to the sections. For the calculation, based on the score
obtained by the different tools in the different sections (average of the scores
associated with the criteria under the sections), they will be multiplied by the
weight that has been defined and will give us the final result of the tool for
each of the sections
Finally, all the values obtained in the different sections and obtain the final
evaluation will be added.
Evaluation methodology tools
10
16. Introduction
Tableau is a BI tool that is aimed at ordinary users being able to interpret and
understand the data.
Tableau has several products: Tableau Desktop, Server, Online, Mobile, Public
and Reader. All of them integrate / communicate perfectly among
themselves, fostering another of the tool's objectives: collaborative work.
Tableau
16
17. Tableau Desktop
Desktop application that allows you to generate visualizations in a simple
way. It is designed to adapt to the way of thinking of people. Available for
Windows and Mac.
Connection to very diverse data sources: relational databases, cloud, big
data, etc. It abstracts the user from advanced knowledge of databases or
programming.
Wide variety of visualizations / graphics available. Integration with simple
and powerful maps. All graphics and components have powerful
interaction capabilities between them.
Possibility to create interactive presentations, called stories within the
Tableau environment.
Advanced analysis options. Among them, the possibility of including
reference lines, prediction functions, creating formulas or calculations
through existing data, etc.
Tableau
17
18. Tableau Server
Integrated with Tableau Desktop so that, once developed a Dashboard
with the desktop version, we publish / share in Tableau Server safely.
Available only for Windows servers.
Tableau Server allows you to organize information sites, allowing for
example, categorize information by department: Human Resources,
Marketing, etc.
Accessible from browser or mobile device. To interact with the views, for
further questions about the data.
It presents powerful management capabilities: resource sharing, setting
hardware / server memory, defining data sources, security, advanced
search solutions, etc. visual interface specification permits users.
Tableau
18
19. Tableau Online
"In the cloud" version of Tableau. Saves hardware costs and installation /
configuration times.
Accessible from browser or mobile device. Allows you to interact with the
views, to ask new questions about the data.
Security. Only authorized users will be able to interact with your data and
dashboards.
Programming of data updates and, alerts in cases where data connections
are not established.
Subscriptions Possibility of subscribing to jobs, receiving notifications
directly in the email.
Tableau
19
20. Tableau Mobile
Tableau mobile version. Available in App Store (IOS) and google Play
(Android).
Interactivity and usability adapted to mobile touch devices.
Ability to modify the analysis by adding calculations and filters.
Tableau
twenty
21. Products. Tableau Public
Free version for visualization and interaction with data. Available for
Windows and Mac.
Connectivity to files / limited databases. Possibility of connecting to files:
Excel, Access, Statistical file or text file. It also connects to an OData server.
The work is saved only in your Tableau profile. It is not possible to have it
on your local hard drive.
Products. Tableau Reader
Free desktop version. You can open data visualizations created with
Tableau Desktop. Available for Windows and Mac.
Tableau
twenty-one
23. Architecture
Tableau provides a scalable solution for creating and delivering web, mobile
and desktop analysis.
It has a client-server, as shown in the figure below, provides services to
different customers architecture: web, mobile, tablet and software installed
on desktop computers.
Tableau
2. 3
24. Architecture
Tableau architecture consists of the following layers: data layer, data
connectors, Tableau Server components, gateway / load balancer and
customers.
Tableau
24
25. Architecture
Data layer: Tableau does not require that your data be stored in a single
system. This adapts perfectly to organizations, since they usually have a
heterogeneous data environment: databases, cubes, Excel files, etc. Tableau
provides easy options to manage the data in order to access them quickly,
thanks to the in-memory data engine.
Data connectors: includes a number of data connectors optimized for
databases such as Microsoft Excel, SQL Server, Oracle, Teradata, Vertica,
Cloudera, Hadoop and many more. Also, there is a generic ODBC connector
for any system without a native connector. Tableau provides two modes of
interaction with the data: in real time or in memory.
Tableau
25
26. Architecture
Real-time connection: appropriate for environments where databases have
an effective and optimized performance. Tableau is the front-end for many
of the most popular data bases client.
In Memory: Tableau offers a fast engine data memory that is optimized for
analysis. You can connect your data and then extract your data to gather in
memory.
Tableau Server components: work Tableau Server is controlled by the
following four server processes:
Application server: process control application server and exploration
permits for web and mobile interfaces Tableau Server. When a user opens a
view on a client device, the user starts a session on Tableau Server. This
means that an application server process starts and checks the permissions
for that user and that view.
Tableau
26
27. Architecture
VizQL Server: the VizQL process is responsible for sending queries directly
to the data source and returns a set of results that are displayed as images
and presented to the user. Each VizQL Server has its own cache that can be
shared among several users.
Data Server: allows you to centrally manage and store Tableau data
sources. It also maintains the Tableau Desktop metadata, such as
calculations, definitions and groups.
Background component: this component is in charge of updating the
scheduled extracts and administering other tasks in the background.
Tableau
27
28. Architecture
Gateway / load balancer: the gateway, routes requests to other components.
If several processes are configured for any component, the gateway will act
as a load balancer and distribute the requests to the processes. When
running in distributed environments, the primary server is designated as a
physical machine and the others are designated as worker servers, which can
execute any number of other processes. There is always a single machine as
the primary server.
Tableau
28
29. Architecture
Clients - web browsers and mobile applications: Tableau Server provides
interactive control panels to users through HTML and JavaScript (AJAX). In
addition, Tableau supports:
Web browsers: Explorer, Firefox, Chrome and Safari
Mobile devices: mobile safari, Android browser and, applications for iPad
and Android.
Clients - Tableau Desktop: designated environment for the creation and
publication of views, reports and control panels in Tableau Server. You can
also publish a complete workbook or, a data source. Tableau Desktop also
allows you to open any workbook published in Tableau Server or connect it
with any published data source, either an extract or a connection in real time.
Tableau
29
31. VizQL is a visual language that transforms drag-and-drop actions into data
queries and then displays that data in visual form.
Technical Review
TableauTableau
31
32. Live query engine allows people to consult diverse data sources: databases,
cubes, warehouses, cloud sources and even Hadoop without advanced
programming or development knowledge.
Memory data engine is an analysis database in memory, focused on
overcoming the limitations of existing data warehouses. This technology uses
the entire memory hierarchy of the disk up to the L1 cache.
The Tableau Online product is a solution in the cloud, which allows users to
share visualizations and data sources, abstracting them from the
administration of the hardware.
It allows the integration with R, allowing the use of the functions of R, its
libraries and even saved models.
REST API that will allow developers to manage resources programmatically
via HTTP.
Funcionalidades Técnicas
TableauTableau
32
34. User features
Data Sources: it is a reusable connection to data.
Data Sources published (in real time), contain information connection
independent of the workbooks.
Data Sources embedded (extract) contains connection information and is
associated with a workbook.
TableauTableau
3. 4
35. User features
Workbooks: like workbooks in Excel. They contain one or more sheets, which
can be: worksheets, dashboard and stories. Let you organize, save and share
results.
Leaves: where data views to drag and drop fields on the shelves are created.
TableauTableau
35
36. User features
Cards and shelves: cards are containers for shelves, legends and other
controls.
TableauTableau
36
37. User features
Dashboard: combination of several views that can arrange for presentation
or to monitor.
History: is a sequence of views or dashboards, which are used together to
display information.
TableauTableau
37
39. Key Features - Access & Data Connection
TableauTableau
39
Connect to Data
Archive • Ability to set file as the source data. For example: Excel, CSV, XML, Text.
In Tableau, it allows the connection to Excel files, text files, Access files, statistics files or other files, such
as workbooks or data extractions from Tableau. There is also a data interpreter that allows cleaning tasks
on the files to which it connects. In addition, if you use the interpreter, it allows you to inspect the changes
or incidents that you resolved and how you did it.
Possibility of carrying out advanced operations on files: convert information to table, possibility of editing
the names of columns, data types, possibility of dividing columns by delimiter, etc. (see data-with-files).
Bases de datos • Connections to databases. For example: Oracle, SQL Server, MySQL, PostgreSQL, Teradata, IBM
DB2, etc.
It includes a good number of connectors for databases. Among the main connectors are: Oracle, Firebird,
HP Vertica, Microsoft SQL Server, MySQL, Oracle, PosgtgreSQL or Teradata. Also, it has a generic
ODCB connection for any system without a native connector (see connection-db).
40. Key Features - Access & Data Connection
TableauTableau
40
Connect to Data
files SAS • SAS7BDAT reading files SAS
Allows seamless connection to SAS (* .sas7bdat), simply: Connect> Archive statistics. It supports a
single table per file statistics. Once the file is loaded, you can perform various operations: data display,
manipulate metadata fields and rows sort, hide / rename fields, etc. (see statistical-file)
Cloud / Big Data • Ability to connect with Big Data environments or Cloud, type Hadoop, Spark, Microsoft Azure, etc.
Tableau It is aligned with the most cutting-edge advances in database managers, including the already
established databases NoSQL and distributed environments for processing files, as Hadoop or Spark.
Tableau It has connectors Spark SQL, Google BigQuery, Cloudera Hadoop, MapR Hadoop Hive,
Splunk, DataStax Enterprise, etc.
Some success stories where it has been used Tableau Big Data environments are: yellow-pages-Canada,
mappy or progressive-insurance.
41. Key Features - Access & Data Connection
TableauTableau
41
Connect to Data
OLAP cubes • Connecting to OLAP cubes
As other data sources, you can work with OLAP cubes in offline mode. including calculated members in
MDX is allowed. OLAP data sources available are: Oracle Essbase and Microsoft Analysis Services
(MSAS). There are certain limitations onTableau when we connect to a cube, such as aggregations
calculation functions: SUM, AVG, CNT, can not be overwritten dimensional cell values, can not be grouped
measures can not be created hierarchies, etc. However, for these limitations alternative approaches that
would lead us to the same result could be taken. (see tableau-OLAP)
42. Key Features - Access & Data Connection
TableauTableau
42
Connect to Data
Other services • In addition to the previous mentioned data sources, possible connection to other environments such as
web pages, social networks, code repositories, CRMs (salesforce, Microsoft Dynamics, etc), Google
Analytics
In Tableau you can also access other sources not as common data such as web pages. To do this, it
would be necessary to create a web connector, which will process these data (JSON, XML or HTML). For
this purpose, it uses the SDK would, through Javascriptand HTML. also comment that in the community
have already created certain Web connectors, eg for JIRA,MapBox, Fitbit, etc. Furthermore, the
connection is allowed toCRMs, as salesforce, SAP (SAP Hana, SAP Sysbase ASE, Etc.), analytical sites
to sites, such as Google Analyticsservices and other sources. (see connecting-salesforce and
connecting-Google-analytics)
Offline mode • Availability of having data in memory for agility in response time
• Ability to view data offline
When we connect to data sources, Tableau can maintain a connection real time or, memory. Since the
data engine can access disk storage and RAM and cache, it is not limited by the amount of memory in a
system. There is no requirement that the entire data set is loaded into memory to achieve their
performance goals
43. Key Features - Access & Data Connection
TableauTableau
43
Transformation / Modeling Data
Interface
development
• Development and modeling will be simple and will not require the end user advanced programming
knowledge. In addition it will provide an interface for development, either via web or through a desktop
application
The development interface is extremely intuitive and will allow users to create visualizations very simply,
simply drag and drop components and make small adjustments. The development of visualizations can be
done from the desktop version or from versionServer or On-line. They are not intended to replace the
desktop version, but also offer certain capabilities when creating / viewing analysis. Of course, there are
also more advanced operations, such as creating expressions / custom formulas or expressions LOD
LOD. Here, things are not so trivial.
Combination of
different data
sources
• Combination of different data sources
Multiple data sources in a few connection can be made to one or "clicks". In addition, these sources may
be combined in the displays to be created. Logically, when we combine different data sources, they have
to have columns in common (see combination-data-sources-different).
44. Key Features - Access & Data Connection
TableauTableau
44
Integration
Interface
development
• Customized Portal
Tableau allows the embedding of views within web pages, blogs, wiki, intranet portals. These, follow the
same conditions as those present in Tableau Server in terms of licensing and restrictions. That is, to see
an embedded view, the person accessing the view must have an account in Tableau Server. You can
embed the views in two ways: through the share button present in the views, which generates the code
that can be copied and pasted into the desired web page or, by entering the custom embed code (see
embed-views).
45. TableauTableau
Four. Five
Views
Graphics • Ability to format / configure graphics
• Advanced charting types: bubbles, heat maps, gantt, waterfall, funnel, etc.
The graphics can be created / modified in a very simple way with a few mouse "clicks". The rack marks,
gives the user a great potential for personalization to the user, being able to establish colors / shapes for
the categories, establish descriptions and labels, etc. Regarding the types of graphics, Tableau Desktop
offers a variety of visualizations: areas, lines, bars, map, tree diagrams, etc. In addition, it is possible to
build other more advanced graphics (Pareto diagrams, cascade graphics, funnel, etc.), in a non-direct
way, as shown in the training videos of your website (Section "How to do it” https://www.tableau.com/es-
es/learn/training
Trends /
References
• Possibility to visualize or generate trend lines in a simple way, allowing the configuration of these
(average, linear, etc.) and, reference lines (markers), with different customization options
As long as you are working with numeric data, Tableau, in its Analysis panel of the worksheets, gives the
possibility of showing and configuring trend lines. Among the options that could be configured are the Type
of model: linear, logarithmic, exponential or polynomial, and other Options such as: showing the
confidence bands, allowing different trend lines by color, etc. In addition, you can export the data from the
trend line to Access format. As for the reference lines, they can also be shown, through the Analysis panel.
There are several configuration options on the reference lines, select the value to build the line, the label
to be displayed, the format of the line, etc. (see trend-lines and lines-reference).
Key Features - Explore & Discover
46. TableauTableau
46
Funcionalidad Analítica
Fórmulas • Possibility of incorporating new variables from custom calculations / formulas
• Existence of predefined functions. Functions for the calculation of% growth, trends, inclusion of
financial functions, temporary functions, etc.
You can create fields calculated from the data present in the analyzes. To do this, just click "right" in the
data panel and "Create calculated field". Here, we will have several predefined functions depending on the
type of data. For example: ABS, COS, SIN, FLOOR, etc. for Numbers, CONTAINS, LOWER,
STARTSWITH, etc. for Chains. In addition to these types of data, there are predefined functions for Dates,
Type Conversion, Logic and Sets. Especially interesting are the User functions, which allow us to access
the information of the authenticated user, his name, the group to which you belong, etc. and Table
Calculation functions: FIRST, MAX, RUNNING_SUM, RANK_DENSE, etc.
You can perform calculations in another way, the so-called level of detail expressions LOD (see
expressions-LOD). With these, we can calculate the aggregations that are not in the level of detail of the
view. For example, we might want to see, the frequency of orders placed by customers or, we might want
to calculate, the contribution of each country to global sales (more examples in: LOD-expressions)
Key Features - Explore & Discover
47. TableauTableau
47
functionality Analytics
Forecasting • Allows predictions based on predefined algorithms
Forecasting or prognosis, as is currently known within the environment Tableau allows generating, from a
statistical model predictions about the data. To make predictions, we need in the analysis, at least one
date field, a move to 5 data points. Estimation options can be changed, allowing you to select the date
range that will predict, select the dataset to consider in the forecast, or confidence intervals, the prediction
model. At this point, we have some restrictions, we can not make predictions about cubes on table views
with calculations or measurements or unbundled dimensions (see https://www.tableau.com/es-
es/learn/tutorials/on-demand/forecasting).
Statistical tools
/ data mining
• Integration with external tools to add functionality predicitivas (R, Weka, Python)
In Tableau, you can access the functions and statistical models R. To do this, you need access to a server
R to be accessed either from Tableau Desktop or from Tableau Server. There are 4 integrated
functionsTableau: SCRIPT_REAL, SCRIPT_STR, SCRIPT_INT, SCRIPT_BOOL. All these models are
used to invoke specific features and R and the only difference between them is the kind of result
generated. There are some limitations:
You can not be exported from Tableau R directly to run new models, if not by the SCRIPT_ functions *
They can not be imported visualizations created in R to Tableau
can not import data sets R to Tableau. However, it is possible to use R and export data through a
supported data source,.csv for example, and then display it in Tableau (see how-integrate-r-and-tableau
and using-r-Within-tableau).
Key Features - Explore & Discover
48. TableauTableau
48
functionality Analytics
Data Discovery • Interactivity between graphics and other components. As the user selects certain parts of
Dashboard.The graphics will be updated as appropriate
Available in Tableau of a Dashboard fully interactive and integrated, it is quite simple. In order to obtain it,
we need to use basically 3 elements:
• Filters: Cut the data you are viewing. Within these settings, you can specify its scope. If you
select Apply to worksheets> All using this data source, we will make any changes on the filter
affects all components sharing the data source. (see quick-filters Y additional-filtering-topics)
• Parameters: Provide a single result in another element. Useful when the value has been
incorporated into another element, such as a filter, a set, or reference line calculated field. We can
link multiple views of the same parameter. (see parameters)
• Actions: There are 3 types of actions: filter, that filter (when "click"About a country on a map, for
example) or shoulder, protruding (when mouse over a country for example). URL actions,
including field values as dynamic entries. The latter could be used for example to display the
Wikipedia entry for the selected country. (see dashboard-interactivity-using-actions).
Key Features - Explore & Discover
49. TableauTableau
49
functionality Analytics
Maps
integration
• Possibility to display data on maps in a simple way. The maps can be integrated via:country, City, zip
code, latitude & longitude
• Interactivity map. Possibility of clicking on the locations shown on the map and modify the content of
these other components within the Dashboard/Panel
• Heatmaps. Possibility of certain color intensities based on the underlying securities.
Tableau allows the integration of maps into your visualizations. Tableau has an internal database that can
recognize the names of common geographical areas, such as country, state, city, etc. If the tool does not
automatically recognize a geographical role, it can become at the appropriate level from the context menu.
For any geographic column we have in sight,Tableau automatically generated torque: latitude, longitude
associated. It may happen, that no correspondence between the geographic role and internal database of
Tableau. In these cases, they may be edited unrecognized locations.
We can show on maps, brands or different sizes and shapes, we are able also to show maps choropleth.
You can add a browser to the map, besides the usual zoom options. several configuration options on
maps, like the layers show is also presented: costa, country boundaries, state names, etc. Additionally,
you can set background maps from MapBox (see maps-tableau and MapBox-integration).
Key Features - Explore & Discover
50. TableauTableau
fifty
Multi platform
Mobile
platforms
• Availability in different mobile platforms: Android, iOS, Windows Phone
• Mobile version of the tool provides the user with features sharing / collaboration with other users
One of the products offered Tableau, is Tableau Mobile, Native applications available iPhone, iPad and
devices Android. We may edit or interact with displays from mobile devices intuitively, since the
controlsdashboards They adapt automatically to these devices.
In the case of iPad Y iPhones, Will be available favorite user views as high-resolution images even when
working offline. Ability to subscribe to relevant information from the application.
Key Features - Explore & Discover
51. TableauTableau
51
capabilities social and collaborative
Alerts and
notifications
• Ability to receive alerts or notifications. You are notified, for example, when a threshold is exceeded
preconfigured.
Default, Tableau integrates 3 types of alerts. They shall be notified via mail periodically based on an
established configuration. To work properly, you must configure the SMTP server that will useTableau
Server to send mails.
• Subscriptions views
• Mail alerts for system failures
• Alerts based on disk utilization, and can configure sending mails when certain thresholds are exceeded
pre-configured
To receive alerts and notifications based on variables used in displays, Tableau It not included but there is
an alternative developed by the community Tableau which provides it with this functionality (see
https://community.tableau.com/docs/DOC-7329)
Key Features - Share & Collaborate
52. TableauTableau
52
capabilities social and collaborative
To export • Export Graphics /dashboard PDF, PNG
• Export values to CSV, XLS / XLSX
• Share dashboard with other users without access to these data sources. The data will be packaged /
included within itselfDashboard
• The tool allows you to export the data sources so that they can be loaded later
Tableau It offers the ability to download a display shown from Tableau Server or Tableau On-line to
subsequently loaded from Tableau Desktopand to modify it. In addition, we also export a display image
data (format.txt), Crosstab or PDF. The displayed content can also be shared with other users via mail. In
this case, you would be asked to issue user credentials before they can view the content. As already seen
in some previous point, the data can be packaged in the workbook.
distribution
planner
• Delivery of reports /dashboards via mail
In Tableau, the contents are created from application Desktop to subsequently publish either version
Server or in the On-line. Tableaua scheduler has no content itself. However, this functionality could be
achieved otherwise. To do this, it would make a small script to take care of this task (see
http://kb.tableau.com/articles/knowledgebase/using-tabcmd).
Key Features - Share & Collaborate
53. TableauTableau
53
Security & Administration
Security • Level permissions Report /Dashboard
• Data-level permissions
• Application of Statistical Secrecy (LOPD). Hiding sensitive information
• Integration with third-party authentication services (CAS, LDAP, AD, etc)
• The information is always displayed based on the roles to which users belong, limiting the information
to be displayed as appropriate
In Tableau there are 3 levels of security: access, object and data. Regarding access security,Tableau
Server supports 3 types of authentication: microsoft Active Directory, Local authentication administered
Tableau Server and reliable authentication creates a relationship of trust between Tableau Server and
one or more web servers. As for security purpose, the contents published, as data sources, workbooks
and views, can be administered with permits for typical actions view, create, modify and delete. You can
create groups to facilitate permission management, such as "marketing users."
Finally, data security can be achieved through capacity Table auto have filters which, depending on the
user or group, the data displayed is restricted. There is also the possibility of configuring communications
between Tableau Desktop and Tableau Server for HTTPS.
Key Features - Administration
54. TableauTableau
54
Security & Administration
Security • Security integration via JDBC
• Integration Application Servers
On the point Data Access & Wireless> Integration> Custom PortalAs we have seen that they can
"imbibe" views on personalized portals (see embed-views), So that integration with common applications
servers, could be carried out smoothly. However, it is worth noting that, despite views to embed within an
application within all application servers would not be possible to deploy Tableau Server on all servers.
This would only be possible toMicrosoft Windows Server 2008 SP2 or later.
Tableau accepts impersonation, through which allows a user to act on behalf of another user account. So
that you can set Tableau Y Microsoft SQL Server for impersonation user database, so that the account
database used by SQL Server Tableau Server conduct inquiries on behalf of users of the database SQL
Server, which are also users Tableau (see impersonalization, impers_requirements, impers_how).
Roles user /
group
• Possibility of establishing roles for Users / Groups
As already mentioned in the Security section, published content, such as data sources, workbooks and
views, can be administered with permits for typical actions view, create, modify and delete. You can create
groups to facilitate permission management, such as "marketing users."
Key Features - Administration
55. TableauTableau
55
Installation & Implementation
Citrix • Possibility of development in virtualized servers (Citrix MetaFrame, XenApp)
Tableau products work in virtualized environments when they are configured with the appropriate hardware
and operating system. We would install the tool and, subsequently, we would need to activate it with the
product key
volumetry • Ability to work with large data volumes
A Tableau extraction (* .tde) is a subset of data that we can use to improve the performance of your
workbooks. These extractions are based on columnar models, which means that the data is stored in
column sections, which allows maximum compression of the data. An extract from Tableau is not a
replacement for the Data Warehouse, so it is important that the underlying servers and databases are
powerful. In the following link, some tees made with Tableau Desktop and different datasets can be seen:
http://blog.crgroup.com/how-much-data-can-tableau-handle/
Tableau Server
Tableau Server can be configured for high availability. For this, it would be necessary to make the
configuration to integrate redundancy, which reduces the possibility of inactive time. The four areas that
require redundancy are the data engine, repository, and link processes, and the primary Tableau Server.
Obviously, this type of configuration requires several nodes. The minimum configuration for high
availability is a three-node system (see high-availability). To install Tableau Server in several nodes, you
must have a license for multi-machine cores from Tableau Server
Key Features - Administration
60. Introduction
Power BI transforms corporate data into visual objects, allowing the user to
focus on what really matters.
It consists of a set of business analysis applications that enable analysis of
data and information sharing.
PowerBI
60
61. Power BI Desktop
Ease of creating visualizations. Simply drag and drop the items where
desired.
Transforms / modeling and data cleaning.
Ability to share / publish the information.
PowerBI
61
62. Power BI
Cloud version of Power BI. Service that reports subsequently be accessed via
Power BI Desktop or Mobile will be published.
Possible connection to a variety of data sources.
Customized content. These include panels, reports and data sets containing
a series of displays.
Groups Power BI adds collaboration capabilities to make everyone use the
correct data.
REST API open to enable the integration of apliciones / services.
PowerBI
62
63. Power BI Mobile
Version adapted to mobile devices. It has native applications on Windows,
iOS and Android.
Data-driven alerts to keep updated with the most current data.
Possibility of sharing reports and dashboards. Annotations can also be
performed on the displays for the rest of team members to see.
PowerBI
63
64. Power BI Gateways
Tool that acts as a bridge between the Power BI service and data sources,
taking care of your soda or upgrade.
It installs and runs as a service with the Windows account. Only available in
the Pro version Power BI versions of Windows 64 bits.
Useful to refresh local data sets loaded from: books Excel 2013 or later, or
Power BI Desktop files. Different data sources on which settings can be
made, depending on the version: Personal or Enterprise.
Ability to schedule the frequency with which the data will be refreshed.
Data traffic between Power and Power BI BI Gateways service is done safely
through Azure Service Bus.
PowerBI
64
67. Architecture. Front-end
WFE manages the authentication process
and initial connection
AAD It provides tokens for connections to
users
He Azure Traffic Manager directs traffic to
the nearest data center
Power BI uses Network Azure content
delivery (CDN) to effectively distribute the
necessary static content and files to users
depending on the geographic region
PowerBI
67
68. Architecture. Back-end
The back-end cluster reports on how customers interact with authenticated
service Power BI. Manages displays, panels, datasets, connections, etc.
The role Gateway liaises between user requests and Power BI service.
PowerBI
68
69. Architecture. Data Storage
Power BI uses two repositories for storing and
managing data.
The data stored by users, typically target
Azure BLOB. An example would be when a
user imports an Excel file into a workbook, in
this case the data would be stored in
memory (for 1 hour approx.)
Metadata and artifacts of the system itself are
stored in SQL Azure Database. For example,
information to be sent to this store will be:
dashboards, reports, recent data sources,
workspaces, etc.
PowerBI
69
71. Power BI consists of a number of components, harmonically integrated.
Power Pivot: It is the engine that performs all calculations (in memory),
brings together all the data and creates the analytical model that can be
exploited later with other tools
Power Query: solution for data easily with search functionality, processing
and cleaning them
Power View: data visualization tool for exploring data simple, intuitive and
interactive way
Power Map: 3D display to map, explore and interact with the geographic
and temporal data.
Technical Review
PowerBI
71
72. Technical Review
Cloud: Power BI is a cloud service that allows users to view and analyze data
easily.
Allows the execution of scripts R and import the resulting data sets in a data
model of Power BI Desktop.
DAX: collection of functions, operators and constants that can be used in a
formula or expression, thus being capable of creating information from other
data already.
Queries in Natural language (so far only supported in English). Feature that
makes the difference compared to other tools in the market, asks questions
of their models and the system is capable of performing filters, systems and
clusters that satisfy your question generating new graphics as a result.
Power BI can be extended using REST APIs that facilitate the development
tools integration with Power BI.
PowerBI
72
74. User features
Data origin: It is the location where the data actually come. For example:
Google Analytics, a SQL data or local file, etc.
Datasets: It contains information about the data source, the user credentials
and, most often, a subset of data copied from this data source.
PowerBI
74
75. User features
Report: composed of one or more page views (graphics and images). A
report may be associated with several panels can be created using data from
a dataset and that report could be imported into Power BI.
PowerBI
75
76. User features
Panel: It is a single canvas that contains one or more icons or widgets. Each
icon shows a single view created from a dataset and anchored to the panel.
A panel displays can display many different data sets and reports.
PowerBI
76
78. PowerBI
78
Key Features - Access & Data Connection
Connect to Data
Archive • Ability to set file as the source data. For example: Excel, CSV, XML, Text.
Power BI allows obtaining data files Excel, CSV, XML, Text, JSON and even lets you import metadata
and links about files in a folder.
Databases • Connections to databases. For example: Oracle, SQL Server,MySQL, PostgreSQL, Teradata, IBM
DB2, etc.
It includes a number of data connectors optimized for databases. Among the main connectors they are:
Access, IBM DB2, SQL Server, MySQL, Oracle, PosgtgreSQL Y Teradata Also it has a connecting
ODCB generic for any system without a native connector.
SAS files • Ability to connect with Big Data environments or Cloud, type Hadoop, Spark, Microsoft Azure, etc.
PowerBI integrates some possibilities for communication with Cloud and Big Data environments. Some
possibilities in the Cloud section are the possibility of obtaining data Azure HDInsight Spark (Beta) or
microsoft Azure Document DB (Beta) version NoSQLMicrosoft oriented documents. SincePower BI also
given the opportunity to connect with Apache Hadoop (HDFS) or Spark (Beta).
79. PowerBI
79
Key Features - Access & Data Connection
Connect to Data
Cloud / Big Data • Ability to connect with Big Data environments or Cloud, type Hadoop, Spark, Microsoft Azure, etc.
Power BI integrates some possibilities for communication with Cloud and Big Data environments. Some
possibilities in the Cloud section are the possibility of obtaining data Azure HDInsight Spark (Beta) or
Microsoft Azure Document DB (Beta) NoSQL version oriented to Microsoft documents. Since Power BI
also given the opportunity to connect with Apache Hadoop (HDFS) or Spark (Beta).
OLAP cubes • Connecting to OLAP cubes
With Power BI, we can access SSAS multidimensional models. To do this, from the window of "Get
Data", selectDatabase> SQL Database Server Analysis Services. With this type of connection,
consumption various elements are supported, including: KPI trends, default members, dimension
attributes, hierarchies, etc. There are also some restrictions on the use of multidimensional models. (see
https://powerbi.microsoft.com/es-es/documentation/powerbi-desktop-ssas-multidimensional/)
80. PowerBI
80
Key Features - Access & Data Connection
Connect to Data
Other services • In addition to the afore mentioned data sources, possible connection to other environments such as
web pages, social networks, code repositories, CRMs (salesforce, Microsoft Dynamics, etc), Google
Analytics
PowerBI has the ability to connect to a variety of services. InPower BI can access information as directory
services Active Directory, CRMs as Dynamis CRM Online or Salesforce (possibility of access to
objects or reports, powerbi-content-pack-salesforce) Social networks like Facebook, Code repositories as
Github (powerbi-content-pack-github), Service providers email marketing as MailChimp and many others.
Offline mode • Availability of having data in memory for agility in response time
• Ability to view data offline
We have the ability to work offline mode via the product Power Mobile BI. This, will allow access to the
latest information, even with limited connectivity. This is possible thanks to the behavior of the application
every 2 hours, updates the contents of the views and the “caches" so that they are accessible even with
limited connectivity (so far available for Android devices and iOS, (see offline-capabilities-for-power-bi-
mobile-apps).
81. PowerBI
81
Key Features - Access & Data Connection
Transformation / Modeling Data
Interface
development
• Development and modeling will be simple and will not require the end user advanced programming
knowledge. In addition it will provide an interface for development, either via web or through a desktop
application
Power BI Desktop has an intuitive interface development will allow users to create analysis of a very
simple way. Basically, it is sufficient that the user select the items to display and drag on the view, then you
can adjust and format the graphic objects as desired.
Generally speaking, it has a great usability. However, other operations, such as creating measures /
custom columns that require more advanced skills.
Combination of
different data
sources
• Combination of different data sources
To combine different data sources PowerBI, Simply go to the option Edit queries> combine queries,
Where we can select queries to merge, and the type of combination (similar to JOINS: LEFT, RIGHT,
INNER, etc.). Clearly, if the merge process is satisfactory, the data sources must maintain columns in
common.
82. PowerBI
82
Key Features - Access & Data Connection
Integration
personalized
Portal
• Possibility of integration into an external portal (Liferay, Sharepoint, etc)
The PowerBI team is studying the possibility of integration and reporting and dashboards with online
pages in SharePoint (see power bi Ideas).
Additionally, with Power BI, it is possible to integrate reports and icons from a Power BI account by
inserting an IFrame element in an application, such as a mobile application or a web application (see to
integrate power bi tile).
83. PowerBI
83
Views
Graphics • Ability to format / configure graphics
• Advanced charting types: bubbles, heat maps, gantt, waterfall, funnel, etc.
Once configured the data sources, managed relationships and other operations are required, we can
create reports quickly and intuitively.
From the report view, you can create visualizations that can then be published in Power BI, and anchored
to a panel. From the side panels Visualizations and Fields, we can configure the analyzes. To do this, we
will select the desired fields and the visualization that best suits the analysis that wants to be done.
Subsequently, adjustments can be made to the graphics: colors, labels, title, etc.
Key Features - Explore & Discover
84. PowerBI
84
Views
Trends /
References
• Possibility to visualize or generate trend lines in a simple way, allowing the configuration of these
(average, linear, etc.) and, reference lines (markers), with different customization options.
They can be displayed and configured reference lines Power BI (see baselines). For this purpose, there
are two possible options:
• Through the side panel Views, Activate the option Reference line and it gives you the ability to
set certain parameters as: value (line location), color, transparency, style, tag, etc.
• Creating a new field (column) in the data set and then using the value of said column displays to
display.
As for trends, PowerBI does not have a direct functionality to get it. However, the PowerBI team is
working on this functionality so that will probably be included in future versions of the product (see ability-
to-add-trend-line-to-charts).
Key Features - Explore & Discover
85. PowerBI
85
Analytics functionality
formulas • Possibility of incorporating new variables from calculations / custom formulas
• Existence of predefined functions. Functions for calculating the% growth, trends, including financial
functions, temporary functions, etc.
Power BI allows the creation of computed columns (see calculated columns). In this way, they can add
new data to an existing table in the model. To create this column, a formula expression data analysis
(DAX) defining column values will be created.
The DAX formula language (see language dax) Includes a library of over 200 functions, operators and
constructions. These formulas are very similar to Excel formulas, in fact, it has many of the functions that
integrates Excel.
Forecasting • Allows predictions based on predefined algorithms
Functionality not directly available PowerBI. Still, it could be reached by relying on getting the power tool
gives the DAX expressions. For an example, see the following link:recursive calculations using DAX.
Key Features - Explore & Discover
86. PowerBI
86
Analytics functionality
Statistical tools
/ data mining
• Integration with external tools to add forecasting functionalities (R, Weka, Python)
In Power BI Desktop, you can run R scripts and import the resulting data sets into a Power BI Desktop
data model. This functionality is in Beta phase. In order to have this functionality, it is necessary to install R
on the local computer
.A more detailed description of the process to follow is shown in the following link: Scripts r power bi. An
example of "Forecasting” with R and Power BI can be seen here: powerbi-r.
Data Discovery • Interactivity between graphics and other components. As the user selects certain parts of
DashboardThe graphics will be updated as appropriate
The visualizations that we develop within the same page of the report, will be all connected to each other.
Which means that, if we select one or several values in a visualization, other visualizations will change
depending on that selection. The two modes that you have to interact with the visualizations in Power BI
are:
• Filters: Remove all data except those where you want to focus. Here, we have 3 possibilities.
• Page filter: Applies to all page views Report
• Visual filter: Applies to a single view of one page of the report
• Report Filter: Applies to all pages of the report
• Highlighted: This interaction does not filter, but highlights a subset of data visible; unhighlighted
data remain visible but attenuated.
Links: filters and highlighted, incorporating filters in reports
Key Features - Explore & Discover
87. PowerBI
87
Analytics functionality
Maps
integration
• Possibility to display data on maps in a simple way. The maps can be integrated via: country, City, zip
code, latitude & longitude
• Interactivity map. Possibility of clicking on the locations shown on the map and modify the content of
these other components within the Dashboard/Panel
• Choropleth maps. Possibility of certain color intensities based on the underlying securities.
Power BI integrates with Bing to provide the coordinates of predetermined maps and facilitate the creation
of maps. Bing uses some algorithms and suggestions to try to obtain the correct location, although it is an
approximate calculation. To increase it is important to use the suggestions proposed in the documentation
(see suggestions). In the data view, Power BI allows you to categorize a column to: address, city,
continent, country or region, county, latitude, longitude, place, postal code or, state or province.
The default maps are interactive, and act as a filter / highlight on the rest of the visualizations. Finally,
there is the possibility of displaying coroplast maps (see coroplast maps)
Key Features - Explore & Discover
88. PowerBI
88
Multi platform
Mobile
platforms
• Availability in different mobile platforms: Android, iOS, Windows Phone
• Mobile version of the tool provides the user with features sharing / collaboration with other users
With Tableau Mobile, users can stay connected to data from anywhere and anytime. Currently,Power BI
has native applications for iPhone, iPad, Android and Windows 10 devices.
On mobile platforms, you will be able to see and interact with reports and dashboards and reports will be
shared assets and panels with other users.
Key Features - Explore & Discover
89. PowerBI
89
social skills and collaborative
Alerts and
notifications
• Ability to receive alerts or notifications. You are notified, for example, when a threshold is exceeded
preconfigured.
This functionality, today is not implemented in the service that Power BI offers in the cloud. However, it is
possible to use this functionality via Mobile app. Specifically, this functionality is only available for iPhone
devices. From this, we can configure alerts. The alert can be configured to receive notification when a
value exceeds a certain upper, lower or both thresholds.
To export • Export Graphics /dashboard PDF, PNG
• Export values to CSV, XLS / XLSX
• Share dashboard with other users without access to these data sources. The data will be packaged /
included within the dashboard itself
• The tool allows you to export the data sources so that they can be loaded later
It is posible to export the underlying information displays to files csv. The number of rows that can be
downloaded is limited to 10000. In addition, the views can also be exported to pdf. the tool does not
currently allow the export of data sources.
Key Features - Share & Collaborate
90. PowerBI
90
Security & Administration
Security • Permissions at the level of Report / Dashboard
• Data level permissions
• Application of Statistical Secrecy (LOPD). Hiding sensitive information
• Integration with third-party authentication services (CAS, LDAP, AD, etc.)
• The information is always shown based on the roles to which the users belong, limiting the information
to be displayed when
Under Power BI, there is a complex authentication layer, which, based on local Active Directory servers,
allows users to log in (more information on powerbi security). The level of reports and dashboards security
is achieved through collaboration groups. In these, the administrator can define which users should be.
Data level security can be obtained through rules that can be defined through DAX expressions and user
roles. In this way, different users can view different contents.
In Power BI, when a group is created (only available in the Power BI Pro version), we have the possibility
of generating two types of roles: Administrators and Members. The latter, by default, can edit the contents.
This configuration can be changed so that users under the Member role can only view the contents (see
groups).
Key Features - Administration
91. PowerBI
91
Security & Administration
Security • Security integration via JDBC
• Integration Application Servers
In the point Access & Data Connection> Integration> Custom Portal, we have already seen that you
can "embed" views in custom portals (see integrate-a-power-bi-tile-or-report). However, it should be noted
that, despite being able to embed visualizations within an application within an application server, it would
not be possible to deploy Power BI on any of them, because it is a solution in the cloud.
Both in the case of integration with SSO applications, and with security via JDBC, Power BI would not be
possible. Keep in mind, that Power BI is a service hosted entirely in the cloud, so you do not have as
many possibilities of configuration compared to a service that could be integrated into the servers of the
companies
Roles user /
group
• Possibility of establishing roles for Users / Groups
A Power BI administrator can create groups and assign users to them. It is important to emphasize that
Power BI supports the creation of groups only under the Pro version of your product. Regarding the roles,
as has already been mentioned in the Security section, there can be two: Administrators and Members,
who can edit content by default, but Power BI allows modifying this behavior.
Key Features - Administration
92. PowerBI
92
Installation & Implementation
Citrix • Possibility of development on servers virtualized (Citrix MetaFrame, XenApp)
Installation in a virtual environment such as Citrix, is identical to the installation in a normal environment.
We would install the tool and then any user would have access to the desktop version of the tool.
Volumetry • Ability to work with large data volumes
When we use Power BI, the tool creates a local cache with the data it uses. Therefore, this cache is
subject to certain limits. Specifically, because that information is stored in memory, we will be limited by the
amount of memory we have in the machine and, for the amount of data that can be compressed, so, a
knowledge of how Power BI compresses the data , could lead us to work with more data. These limits
apply to both the desktop version and the cloud version. There is a limit of 250 MB for each data set that is
imported in Power BI (see data-model limit and dataset limit). It is necessary to take into account here the
limits imposed by the license that is being used: 1 GB for free users and 10 GB for PRO users (see data-
capacity). There are also certain limitations if the service will be used via API REST: API REST limits.
Key Features - Administration
97. Introduction
Information Builders
Its motto is based on three competencies are: Intelligence Integration and
Integrity, which are built on a common architecture.
For each of these competencies, WebFOCUS offers a fairly broad set of
products to meet all the needs that an organization can have on their
business.
97
Information Builders
98. Intelligence. Product overview
XBRL Financial Reporting Exchange
rstat
Development Studio
Application Studio
Enable for Adobe Flex
InfoAssist
visual Discovery
Quick Data
Pro Server
ReportCaster
Hyperstage
Performance Management
Framework
Portal
Mobile Favorites
Maintain
Administration
Active Technologies
Workload Distribution Facility
98
Information Builders
99. Integration. Product overview
iWay Service Manager
iWay Parallel Service Manager
iWay Universal Adapter Suite
iWay DataMigrator
iWay Activity Monitor (BAM)
iWay Event Manager
iWay Trading Partner Manager
iWay Business Service Provider
iWay Enterprise Index
iWay Managed File Transfer (MFT)
iWay Cloud Services for Amazon EC2
99
Information Builders
100. Integrity. Product overview
Information Builders
iWay Data Quality Center
iWay Data Steward Portal
iWay Master Data Center
iWay Data Profiler
iWay EIM Server
iWay Enterprise Master Patient Index
Information Builders
100
105. Technical Review
It offers a platform of solid development complete and integrated that allows
the access to the information to any type of level inside the organisations
(executive, analytical and operational)
Highly scalable and portable since it works in around 35 platforms. It
integrates with the infrastructures of existent Internet.
Content of WebFOCUS entregable by means of solutions of portal like
mySAP, Plumtree, IBM WebSphere, Microsoft Sharepoint, jBoss, TIBCO,
SunOne, etc.
It offers one of the main lists of connectors of data.
The native architecture of WebFOCUS, oriented to services (SOA), offers
protection in diverse levels: roles, applications and data. It is possible also,
make the integration with the infrastructure of existent security
Servers multihilo, that allows that multiple users can access to the same
information without overburdening the servers.
Information Builders
105
Information Builders
107. User Fatures
Reports that support high levels of parameterization and numerous output
formats: Excel, PivotTable, PDF, HTML, XML, PowerPoint, etc.
Storage, recovery and agile distribution of information via email, web
browser, mobile devices, faxes and printers.
It allows the delivery of information in any format to any mobile device and
also allows offline analysis.
Ease of design and management of workflows, being able to detect and
monitor practically any technology event.
Information Builders
107
Information Builders
109. Information Builders
109
Key Features - Access & Connection to Data
Connect to Data
Archive • Possibility to configure like origin of data archives. For example: Excel, CSV, XML, Text.
Among the available possibilities are: flat files, Excel, XML and CSV (see
http://www.informationbuilders.com/products/webfocus/data_access).
Databases • Connection to databases. For example: Oracle, SQL Server, MySQL, PostgreSQL, Teradata, IBM DB2,
etc.
It has a wide listing of possibilities. Among the most stood out are: Access, Informix, MySQL, Oracle,
PosgreSQL, Microsoft SQL Server, Teradata, etc.
To see the complete list of origins of databases endured:
http://www.informationbuilders.com/products/webfocus/data_access.
Files SAS • Reading of files SAS7BDAT of SAS
It exists the possibility to connect to SAS with the connector ODBC of SAS.
Information Builders
110. Information Builders
110
Key Features - Access & Connection to Data
Connect to Data
Cloud / Big
Dates
• Possibility of connecting with Big Data or Cloud environments, such as Hadoop, Spark, Microsoft
Azure, etc.
In the field of Cloud / Big Data, Information Builders - WebFOCUS, through the adapters, gives the
possibility of connection to environments such as Hive, Hortonworks, MongoDB, Clodera Impala,
Cassandra, etc. (see information-builders-adapters).
Additionally, the launch of iWay Hadoop Manager, a solution created for the management
and integration of data based on Hadoop (see iway-hadoop-data-manager), has recently been
announced.
Cubes OLAP • Connection to cubes OLAP
Among the available connectors, Information Builders has possibility of connection to cubes OLAP eat:
Microsoft OLAP Services or SQL Server Analysis Services.
Other Services • In addition to the aforementioned data sources, the possibility of connecting to other environments
such as: web pages, social networks, code repositories, CRMs (Salesforce, Microsoft Dynamics, etc.),
Google Analytics
• Access to ERP data such as: SAP, SAP BW, Siebel or PeopleSoft. In addition, it also allows the
management of XML Web services as data sources. It also allows connection to CRM, FTP, etc. (see
https://www.youtube.com/watch?v=_I9iNSgKMKM
Information Builders
111. Information Builders
111
Key Features - Access & Connection to Data
Connect to Data
Off-line way • Availability to have data in memory for agility in response time
• Possibility to consult data without connection
Within the Information Builders environment, we have the analytical capability known as Active
Technologies, which allows the combination of data and controls within an HTML file, so that valuable
information can be delivered in a portable way, without connection or offline. This analytical capability is
known as In-Documents Analytics. These analytical capabilities can be achieved either through the
Application Studio or the InfoAssist (see active-technologies).
With regard to the fact to be able to have of data in memory to speed up time of response, WebFOCUS
has Hyperstage, a solution of hybrid storage among disk and memory, that allows to improve the times of
response (information-builders-webfocus-hyperstage).
WebFOCUS Mobile, gives the possibility also to work with analysis portables so much on-line like off-line
(see mobile and WebFOCUS-InfoAssist).
Information Builders
112. Information Builders
112
Key Features - Access & Connection to Data
Transformation/Modelación Data
Interface of
development
• The development and modeling will be simple and, will not require the end user of advanced
programming knowledge. It will also provide an interface for its development, either via the web or,
through a desktop application
Either through the Application Studio or the InfoAssist, elements can be dragged / dropped between
columns. As in other products, it presents a zone from which you can specify the way in which the tables
are related, create calculated fields, change the type of graphic, etc. However, unlike other tools of the
competition, the interface is not so attractive (see http://www.pcmag.com/article2/0,2817,2495566,00.asp).
Combination of
different origins
of data
• Combination of different data sources.
Thanks to the connectors provided by iWay, we have a native access to multiple data sources, which will
generate data that we can later combine.
Information Builders
113. Information Builders
113
Key Features - Access & Connection to Data
Integration
Personalised
portal
• Possibility of integration in an external portal (Liferay, Sharepoint, etc)
WebFOCUS, has of Open Portal Services, that allows the delivery of information and processes inside the
companies through an only portal Web. WebFOCUS Open Portal Services, endures the integration with
some of the main portals eat: SharePoint, IBM WebSphere and SAP. (See
https://www.informationbuilders.com/new/newsletter/10-5/01_rodriguez)
Information Builders
114. Information Builders
114
Visualisations
Tendencies/
References
• Possibility to visualize or generate trend lines in a simple way, allowing the configuration of these
(average, linear, etc.) and, reference lines (markers), with different customization options.
Both trend lines and reference lines can be added with both InfoAssist and Application Studio. In the case
of reference lines, they can be used in a visualization, through the Series tab of the control panel. In
addition, it will be possible to select between different types of reference lines: linear, polynomial,
logarithmic, exponential, etc.
As for the reference lines, they can be found in the Format tab of the control panel (see trend-reference-
lines).
Charts • Possibility to give format/configure the charts
• Types of advanced charts: bubbles, maps of heat, gantt, waterfall, funnel, etc.
Through the products InfoAssist or Application Studio, endows to the user of a wide variety of charts
that will be able to use in his visualisations. Among the charts that will be able to use , find : charts of bars,
of sectors, histograms, maps, etc.
Possibility also, to include charts of third, as for example D3 graphics.
Key Features - Explores & Discovers
Information Builders
115. Information Builders
115
Analytical functionality
Formulas • Possibility of incorporating new variables from custom calculations / formulas
• Existence of predefined functions. Functions for the calculation of% growth, trends, inclusion of
financial functions, temporary functions, etc.
With InfoAssist or Application Studio we have the possibility to create fields or calculated formulas. In
addition, it has a wide collection of functions to manage: characters, dates, numbers, system functions,
input / output functions, etc. (see http://datacenter.ucr.edu/focususing.pdf).
Forecasting IIt allows making predictions based on predefined algorithms
For this purpose, Information Builders has the product WebFOCUS RStat that, leaning on the bookshop
R, allows the creation of statistical models.
In addition to this product, has other solutions: Marketing Mix Modelling, oriented to activities of
prediction on data of marketing, Optimisation of Prices and Planning of Sales and Operations. All of
them, allow to simulate different stages, being able to see like this, how react some variables in base to
some modifications on the variables that can occur (see
http://www.informationbuilders.es/solutions/predictive-analytics).
Key Features - Explores & Discovers
Information Builders
116. Information Builders
116
Analytical functionality
Statistical
tools/dates
mining
Integration with external tools that allow to add predictive functionalities (R, Weka, Python)
As previously mentioned, with the WebFOCUS RStat product, there is a graphical interface that is
supported by the R library. Through this tool, you can explore the data, create visualizations, build
statistical models, etc.
It dates
Discovery
• Interactivity between the graphics and the rest of the components. As the user selects certain parts of
the Dashboard, the graphics will be updated as appropriate
The possibility of performing Data Discovery in a simple way has been included in the latest versions of
the tool. Specifically, in InfoAssist Plus, there are integrated technologies that will allow the user to analyze
and navigate the data (see webfocus-date-discovery).
Key Features - Explores & Discovers
Information Builders
117. Information Builders
117
Analytical functionality
Integration with
Maps
• Possibility of showing data in maps in a simple way.
• The maps can be integrated through: country, city, postal code, latitude & longitude
• Interactivity of the map. Possibility of clicking on the locations shown on the map and that these modify
the content of other components within the Dashboard / Panel
• Heat maps. Possibility of establishing certain color intensities based on the underlying values.
Information Builders and ESRI - one of the leading developers of geographic information systems - have
created a solution to analyze geospatial information (see
http://www.informationbuilders.com/solutions/ESRI).
There is also, through the WebFOCUS add-on for Google Maps, the possibility of mapping geographic
information on Google Maps (see http://www.informationbuilders.com/new/newsletter/9-2/04_lotrowski).
Both points are included within the InfoAssist and Application Studio products
Key Features - Explores & Discovers
Information Builders
118. Information Builders
118
Multiplataforma
Mobile
platforms
• Availability in the different mobile platforms: Android, iOS, Windows Phone
The mobile version of the tool, provides the user with sharing / collaboration features with other users
The Information Builders BI platform, WebFOCUS offers dashboards, reports, maps and other
visualizations on all mobile platforms, including iOS, Android and BlackBerry, without specific coding
devices. This is possible, thanks to the WebFOCUS Mobile product. This will provide solutions based on
HTML5, adaptable to the different screen sizes of the devices, with possibilities to save, classify or
subscribe, etc. (see http://www.informationbuilders.com/products/webfocus/mobile).
Key Features - Explores & Discovers
Information Builders
119. Information Builders
119
Social capacities and of collaboration
Alerts and
notifications
Possibility of receiving alerts or notifications. It must be reported, for example, when a pre-configured
threshold has been exceeded.
It allows the generation of automatic alerts, in real time, based on certain events or, when certain business
rules are met. To achieve this, we can, based on WebFOCUS ReportCaster, based on certain alerts or
defined notifications, distribute the information related to the event to the appropriate people.
Another way to be aware of possible errors or alerts is through the Business Activity Monitoring, which
monitors in real time the business activities (see
http://www.informationbuilders.com/products/webfocus/real_time and
http://www.informationbuilders.com/products/webfocus/operational_dashboard).
Key Features - Share & Collaborate
Information Builders
120. Information Builders
120
Social capacities and of collaboration
Export • Export charts/dashboard PDF, PNG
• Export values to CSV, XLS/XLSX
• Share dashboard with other users without need that these have access to the origins of data. The data
will be packed/included inside the own Dashboard
• The tool allows to export the data sources, so that these can be uploaded later
The WebFOCUS platform BI , allows to hand the information in a wide variety of formats: HTML, Excel,
PDF or PowerPoint.
Planificador
Distribution
• Delivery of reports/dashboards via mail
WebFOCUS ReportCaster, allows to carry out the relevant procedures for the distribution of information.
This product allows the programming of this distribution or the format in which it will be sent, including:
HTML, Excel, PDF, etc. In addition, this distribution can be done safely, thanks to the possibility of
encryption, compression of said information
(See http://www.informationbuilders.com/products/webfocus/delivery_manage).
Key Features - Share & Collaborate
Information Builders
121. Information Builders
121
Security & Administration
Security • Permissions at the level of Report / Dashboard
• Data level permissions
• Application of Statistical Secrecy (LOPD). Hiding sensitive information
• Security integration via JDBC Integration in application servers
• Integration with third-party authentication services (CAS, LDAP, AD, etc.)
• The information is always shown based on the roles to which the users belong, limiting the information
to be displayed when appropriate.ermissions to level of Report/Dashboard
Security within the Information Builders environment is given at different levels: application-based
security, data-level security, so that users only see what they are authorized to do, and external security,
which refers to security systems. external authentication such as LDAP, ADS or Entrust (see
http://www.informationbuilders.com/products/webfocus/security). Information Builders WebFOCUS can be
fully integrated into application servers, through WebFOCUS Open Portal Services, also providing
customization possibilities and supporting the integration also at the security level, so that users within the
application server can be authorized to receive information (see
http://www.informationbuilders.com/products/webfocus/wf_ibm). Regarding the issue of application of
statistical secrecy, it can be achieved through procedures and data restriction rules (see encrypt) and
through the WebFOCUS Resource Analyzer module
Key Features - Administration
Information Builders
122. Information Builders
122
Security & Administration
Roles of
user/group
• Possibility to setup roles for users/groups
As already mentioned in the Security section, one of the levels on which security can be applied is the
level of Application Access, where administrators, within WebFOCUS Portal can manage and define
accesses based on user groups, departments or roles.
Key Features - Administration
Information Builders
123. Information Builders
123
Installation & Implementation
Citrix • Possibility of development in virtualized servers (Citrix MetaFrame, XenApp)
WebFOCUS Developer Studio can be integrated into virtualized environments. For this they have to be
configured with the appropriate hardware and operating system.
Volumetry • Working capacity with large data volumes
We have already seen in some previous point the possibilities offered by WebFOCUS when working with
Big Data technologies. Currently, the huge volumes of data that can be handled today are not a problem,
since they can be treated with technologies such as Hadoop or the Hortonworks data platform. Once
these data have been processed, they can be viewed through the tools provided by WebFOCUS. (See
Information-Builders-Hortonworks-Solution-Brief).
It should also be noted, within the WebFOCUS environment, the WebFOCUS Hyperstage tool. It is an
integrated data warehouse that dramatically improves the performance of the BI environment. For this, it is
based on an internal structuring of the columnar database, making that, for databases that have a large
number of columns, of which a few are consulted, with WebFOCUS Hyperstage it is possible to simplify
this operation, improving well the response times. The tool in question, supports up to 50TB with a single
server and, in addition to improvements in performance, will also reduce the use of the disk in large
databases (webfocus-hyperstage).
Key Features - Administration
Information Builders
125. Evaluation of the tool
Information Builders
125
Section Information Builders
Access 36,0
Connect to Data 52,8
Transformation/Modelación Data 38,0
Integration 48,0
Analytical functionality 53,6
Creation Dashboards 26,6
Reports 72,0
Visualisations 56,0
Multiplataforma 36,0
Analysis of stages 27,0
Social capacities and of collaboration 41,5
Important content 27,0
Security & Administration 58,0
Installation & Implementation 46,7
Pricing 24,0
Multilenguaje 36,0
Total 679,2
Information Builders
128. Introduction
SAS
SAS Institute is the world's largest private equity software company, leader in
Business Analytics. It was founded in the United States 40 years ago and has a
presence throughout the world. It has more than 14 thousand employees in the
world that offer support services to the 90 companies of the Fortune Top 100 list,
who are customers of SAS
128
SAS
129. Introduction
SAS is also a programming language developed by SAS Institute to finals of the
years sixty. The language SAS operates mainly on tables of data (reading,
transformation, combination, creation of reports).
There are procedure modules that expand the capacities of the basic language.
SAS/IML: implements an alternative language to Matlab or R.
SAS/STAT: procedures to make statistical analyses (regressions, etc.)
SAS/ETS: statistical analysis of temporary series
SAS/OR: resolution of problems of operative investigation
SAS/GRAPH: charts creation
129
SAS
130. Introduction
Within the multiple applications, services and platforms we can distinguish groups of
tools that SAS markets as Products
SAS Enterprise BI Server Complete suite with development tools: ETL, SAS
code, reporting and analytics
SAS Visual Analytics Suite integrated of web applications that offers an intuitive
interaction drag & drop. This set of applications are oriented to the analytical
visualisation allow to do reporting and exploration of data. It GOES it uses
technology SAS LASR by what executes in memory.
SAS Enterprise Miner Tool that streamlines the process of data mining to create
high-precision predictive and descriptive models based on the analysis of large
amounts of data across the company. Use cases: detect fraud, stop the loss of
customers ...
130
SAS
131. Introduction
PREPARATION OF DATA
• Monitors the Analytical Server
SAS®
LASR™
• Load and joins data
• Creation of columns
calculated
EXPLORER
• Ad hoc analysis
• Data discovery
DESIGNS
• Creates pictures of controls to
be visualised in the web or in
mobiles from the Visual
Analytics Designer
BI MOBILE
• Native application for iOS
and Android that offers the
interactive reports created
in the Visual Analytics
Designer
SAS Visual Analytics
Powerful analytical solution for all types of users: business users with limited technical skills, statistics,
data scientists ..
131
SAS
132. Introduction
It DATES PREP
ENVIRONMENT
ADMIN
EXPLORER
DESIGNER
REPORTS
FINDER
MOBILE
FINDER
WEB
IT / DATES
MANAGER
HUB
ANALYST
It DATES
PREP
ENVIRONMENT
ADMIN
EXPLORER
DESIGNER
HUB REPORTS
FINDER
MOBILE
FINDER
WEB
USER OF
BUSINESSES
It DATES
PREP
ENVIRONMENT
ADMIN
EXPLORER
DESIGNER
HUB REPORTS
FINDER
MOBILE
FINDER
WEB
Visual Analytics:
For all the roles:
User of Businesses
Analyst
IT/Dates Manager
132
SAS
133. Introduction
SAS Visual Analytics: Analytical visualization tool in memory, allows reporting and
data exploration. Visual Analytics includes state-of-the-art graphics, mobile support
and a large number of predefined predictive capabilities. Use SAS LASR technology
to run in memory..
SAS BI Dashboard: Web tool that allows users to create dashboards. Easy-to-use
interface and has role-based security.
SAS Dates Integration Studio: ETL Tool with interface of visual development .
SAS Enterprise Guide: Client application to run on Windows environments that
allows a guided way to execute SAS programs and publish the results dynamically
throughout the entire organization
SAS Information Map Studio: Creator of maps of information (areas of metadatos).
The maps of information represent a layer that isolates to the final users of the
complexities of the databases.
133
SAS
Creator of information maps (metadata areas). Information maps represent a layer that isolates end users from the complexities of databases
134. Introduction
SAS OLAP Server : OLAP Server that manages the access to OLAP cubes of SAS.
These cubes can query using the standard MDX.
SAS OLAP Cube Studio : Graphical tool to create cubes OLAP of SAS. From it can
define aggregations.
SAS Web Report Studio: Web report designer (for example, you can use an OLAP
SAS cube as a source
SAS Information Delivery Portal: Web tool to access a wide variety of information
(reports, stored processes, information maps, web applications, files ..)
SAS Dates Management: Tool oriented to integration processes, quality and data
governance.
SAS Management Console: Tool to administer all the platform (administration of
servers, programming of works, administration of roles and users, repository of
metadata)
134
SAS
135. Introduction
SAS Enterprise Miner: Tool with a powerful visual interface to perform data mining
tasks. It allows generating advanced models for descriptive and predictive
analytical processes. Includes data preparation and exploration features and
integration with R..
SAS LASR Analytic Server: Multiuser Analytical platform that stores the data in
RAM memory.
SAS Dates Loader for Hadoop: Tool to manage Big Data environments. It allows to
load data in memory in SAS LASR Analytic Server. It allows to copy data to
Hadoop from Oracle, Teradata or a SAS Server and execute SAS and Hadoop SQL
programs from a graphical interface. It includes access, cleaning and profiling
functions of the data.
JMP SAS: Tool for statistical Data Discovery. Visualization tool with extensive
statistical capabilities.
135
SAS
136. SAS
Introduction
Tools by functionality:
Dashboards, Reporting/Queries and Analysis: Information Delivery Portal, Web
Report Studio, Enterprise Guide, Visual Analytics.
OLAP: OLAP Cube Studio, Web OLAP Viewer
Analytical integrated: Enterprise Guide
Metadata Management : Information Map Studio
Administration and Management: Management Console
ETL: Data Integration Studio
Minería de Datos: Enterprise Miner
Big Data: Data Loader for Hadoop
Data Discovery Estadístico: JMP
136
SAS
138. Architecture of Visual Analytics
Under Level Server SAS LASR : Storage in Memory
Half Level Servers: Metadata ,Workspaces and Visual Analytics Mid-Tier
High Level Clients: Desktop, Web and Mobile
138
SAS
139. Architecture SAS Enterprise BI
Data Sources: RDBMS, Cubes and set of data SAS, ERP….
Low Level Application Server : OLAP, Metadatos, Processes Stored...
Half Level Web Server: Information Delivery Portal, BI Dashboard, Web Report Studio…
High Level Desktop Clients: Enterprise Guide, GAVE Studio, Information Map Studio…
139
SAS
140. Architecture SAS Enterprise BI
SAS
Under Level Server of Applications:
OLAP Server
Spaces of work Management Server
Processes Management Server of
Connection to SAS Server
140
SAS
141. Architecture SAS Enterprise BI
SAS
Half Level Server Web:
SAS Web Report Studio
SAS Information Delivery Portal
SAS Web OLAP Viewer for Java
SAS BI Dashboard
SAS Web Infrastructure Platform (Login, Preferences, Objects shared,
processes stored…)
141
SAS
142. Architecture SAS Enterprise BI
SAS
High Level Clients of Desk:
SAS Enterprise Guide
SAS Enterprise Miner
SAS Dates Integration Studio
SAS Information Map Studio
SAS OLAP Cube Studio
SAS Management Console
SAS Add-in For Office
142
SAS
144. Technical Review
SAS Management Console (Documentation): It is the unique and centralized control
place from where resources are managed within SAS:
• Definition of servers and bookshops.
• Definition of users, groups and roles
• Control of access to the different resources
• Metadata Repositories
• Job Programming
144
SAS
145. Technical Review
SAS
Register external connections in SAS
Tutorial
1. Configure the Compound Server so that it communicate with the source
2. Define a source ODBC
3. Register the server of BBDD
4. Register the bookshop of BBDD
145
SAS
146. Technical Review
SAS LASR Analytic Server: Analytical platform in RAM memory used in SAS Visual
Analytics with the following characteristic
System of Massive Parallel Process (MPP) and mullti thread
Possibility of deployment distributed with Teradata DW or Greenplum
Reading data from HDFS
146
SAS
147. Technical Review
SAS Visual Analytics Hub for users Administrators.
From the SAS Visual Analytics Administrator we can manage which elements will be
loaded into memory.
There is also a tab to check mobile connections.
147
SAS
148. Technical Review
SAS Dates Integration Studio
ETL desktop tool in which develops data integration processes visually. In its latest
version, a component that allows loading tables in SAS LASR Analytic Server has
been added.
148
SAS
149. Technical Review
SAS Enterprise Guide: Desktop tool that allows analysts and statisticians from a
graphical interface and without the need of programming knowledge in SAS the
following capacities:
Access to data from multiple platforms, operating systems and databases
Create and share stored processes
Share reports and datasets
Perform correlation analysis and build predictive models
Viewing SAS OLAP Cubes
149
SAS
150. Technical Review
SAS OLAP Cube Studio
Desktop tool designed to create SAS OLAP cubes. From this editor we can create
aggregations, update cubes and add new members calculated in cubes that
will be exploited by other SAS applications (Enterprise Guide, Web OLAP
Viewer ...).
150
SAS
152. User Features
SAS Visual Analytics Hub:
Point of entry to SAS GOES from which can:
Prepare the data
Create Reports
Explore the data
Open a report saved
Open a query saved
Open an exploration saved
152
SAS
153. User Features
SAS Visual Analytics Hub:
Prepare the data using the Visual Dates Builder
153
SAS
154. User Features
SAS Visual Analytics Explorer:
Exploration of simple data:
• The variables are interpreted as categories or metric.
• To create a visualisation drag a variable to the central area and select the
type of chart
154
SAS
155. User Features
Analysis of Stages (video) with SAS Visual Analytics
Procedure
• Deploys the tab of Analysis of Stages.
• For each measure selects the values of future data and updates to see the new
results
155
SAS
157. User Feature
SAS Web Report Studio: Web tool oriented to business users that allows end
users::
Visualise, create and share reports
Include views of cubes of SAS OLAP
157
SAS
158. Connects with SAS
SAS
Support for clients
SAS Community
Facebook
Twitter
Linkedin
Google+
Blogs
RSS
SAS
User Features
158
SAS
160. SAS
160
Key Features - Access & Connection to Data
Connect to Data
Archive • Possibility to configure it as data files source. For example: Excel, CSV, XML, Text.
SAS Enterprise Guide: It allows to read all type of text files . It also allows to integrate Excel files .
SAS Dates Integration Studio: This ETL tool allows us to work with all type of files of text (.txt, .csv, .xml)
And Excel.
Databases • Connections to databases. For example: Oracle, SQL Server, MySQL, PostgreSQL, Teradata, IBM
DB2, etc.
SAS Enterprise Guide: Using the bookshop SAS/ACCESS Interface to ODBC will be able to connect to
all the databases that use this standard. Specific documentation of the bookshop SAS/Access for Oracle.
SAS Dates Integration Studio: In addition to the ODBC connection standard there are pre-configured
libraries to connect to DB2, Sybase, Teradata, Oracle. These connections will be registered in the SAS
metadata server by the administrator that will make them accessible to the rest of the suite's tools.
SAS
161. SAS
161
Key Features - Access & Connection to Data
Connect to Data
Files SAS • Reading of files SAS7BDAT of SAS
SAS7BDAT means “SAS system dates set” . This extension is the standard format of SAS and all the
applications allow to export and import in this format.
Cloud / Big
Dates
• Possibility to connect with Big Data environments or Cloud, such as Hadoop, Spark, Microsoft Azure,
etc.
SAS Dates Loader for Hadoop: Copies data to Hadoop from Oracle, Teradata or a Server SAS. It
executes SAS programs and Hadoop SQL programs from a graphic interface. Functionalities of access,
cleansing and profiling of the data. It provides secure access to HortonWorks / Cloudera and can
integrate with LDAP or Actuate Directory for the authentication of users..
There are also other ways to connect to Hadoop from SAS for example by means of SAS/ACCESS to
Hadoop that allows to extract data of Hadoop via libname or proc sql connecting with HiveQL.
SAS
162. SAS
162
Key Features - Access & Connection to Data
Connect to Data
Cubes OLAP • Connection to OLAP cubes
It is evident that there is connectivity from the visualization tools to the SAS own cubes. Also through the
use of SAS / ACCESS to OLE DB libraries we can connect to cubes Microsoft SQL Server Analysis
Services.
Other Services • In addition to the aforementioned data sources, the possibility of connecting to other environments
such as: web pages, social networks, code repositories, CRMs (Salesforce, Microsoft Dynamics, etc.),
Google Analytics
Using the ODBC standard, we can register a connection to Salesforce within the SAS application and data
servers and then use it from SAS Data Integration Studio. SAS Visual Analytics has a functionality to
connect Google Analytics directly.
Off-line way • Availability to have data in memory for agility in time of response
• Possibility to consult data without connection
SAS Visual Analytics it includes the possibility in its mobile version to visualize the offline control panels
using a network anchoring or tethering. SAS LASR Analytic Server is the multiuser analytic platform that
stores the data in RAM that Visual Analytics uses below.
SAS
163. SAS
163
Key Features - Access & Connection to Data
Transformation/Modelación Data
Interface of
development
• The development and modeling will be simple and, will not require the end user of advanced
programming knowledge. In addition, an interface for its development will be provided, either via the
web or through a desktop application.
.
SAS Visual Analytics: End-user web tool in which technical knowledge is not required. Advanced analytics
have been seamlessly integrated, including decision trees, network diagrams, on-the-fly projection and
scenario analysis with easy-to-use features such as automatic diagram creation and drag-and-drop
capabilities.
SAS BI Dashboard: Web tool for end users that allows to create dashboards including all kinds of existing
elements in SAS: graphics, OLAP views, tables, trend lines.
Combination of
different origins
of data
• Possibility to combine several data sources
SAS Dates Integration Studio:ETL tool that allows to graphically combine and combine information flows
from a wide spectrum of sources (files, database records ...).
SAS Enterprise Guide:Lightweight integration tool with the ability to combine data sources from different
sources but with more limited capabilities than DI Studio.
SAS
164. SAS
164
Key Features - Access & Connection to Data
Integration
Personalised
portal
• Possibility of integration in an external portal (Liferay, Sharepoint, etc)
Document of integration of elements of SAS BI Dashboard with Sharepoint.
SAS
165. SAS
165
Visualisations
Charts • Possibility to format/configure the charts
• Types of advanced charts: bubbles, maps of heat, Gantt, waterfall, funnel, etc.
SAS Visual Analytics includes a wide range of available graphics: Bars, lines, tart, Waterfall, Treemap,
funnel, bubbles, dispersion, crossed table, speedometers ... All the components have a section from which
we will configure their format and properties
Tendencies/
Reference
Possibility to visualize or generate trend lines in a simple way, allowing the configuration of these
(average, linear, etc.) and, reference lines (markers), with different customization options
SAS Visual Analytics: allows you to add trend lines by configuring the time axis and the measure that the
line to be displayed will represent. It also allows to create lines of adjustment (Fit Lines) the data of the
following types:
• Linear
• Quadratic
• Cubic
• B-Spline With penalty
To level of code can also generate lines of tendency using SAS GRAPH.
Key Features – Explores & Discovers
SAS
166. SAS
166
Analytical functionality
Formulas • Possibility of incorporation of new variables from calculations/customized formulas
• Existence of predefined functions. Functions for the calculation of% growth, trends, inclusion of
financial functions, temporary functions, etc.
SAS Visual Analytics includes an expression editor that offers us the opportunity to create new members
based on operations on the source columns. In this editor there are operators: numeric, boolean,
comparison and temporary (date / time).
From the editor of aggregated metrics we will be able to create new indicators using the common
aggregation functions (Average, Maximum, Count, Count Different, Minimum ...). We can also work with
annual accumulation calculations and Period-To-Date calculations.
At the platform level SAS provides the FINANCE function available for use from the different tools of the
suite that performs financial calculations such as depreciation, interest, savings and rates of return.
Forecasting • It allows to make predictions in base to algorithms predefinidos
In SAS Visual Analytics: Exists the possibility to make a chart by means of the right click the functionality
to show the prediction. It is possible to configure the metric that wants that they take part in the generation
of our predictions.
There is also the possibility of carrying out simple decision trees.
Key Features – Explores & Discovers
SAS
167. SAS
167
Analytical functionality
Statistical
tools/dates
mining
• Integration with external tools that allow to add predectives functionalities (R, Weka, Python)
There are several ways to run Python and R programs within SAS code: SAS IML (Interactive Matrix
Language) Studio allows you to integrate R code through a PROC IML procedure.
Another valid option for R and Python would be to install a Java class (SASJavaExec.jar) and use this java
object in a SAS DATA step, see tutorial.
In SAS Enterprise Miner we could also execute Python code within a SAS program.
It dates
Discovery
• Interactiveness among the charts and the rest of components. To measure that the user selects some
parts of the dashboard, the charts will go updating as it correspond.
There is a solution called SAS Visual Data Discovery that provides high technical knowledge and
advanced visualization capabilities using different platform tools, among which we can highlight JMP to
visualize graphics.
.
Key Features – Explores & Discovers
SAS
168. SAS
168
Multiplataforma
Mobile
platforms
• Availability in the different mobile platforms: Android, iOS, Windows Phone
• The mobile version of the tool, provides the user with sharing / collaboration features with other users
SAS Mobile BI is the application that from the different mobile platforms (itunes, Google Play) will allow us
to access the business reports and dashboards of SAS Visual Analytics from Apple® iOS and Android
devices. Within the application there is a table of contents view from which the different elements of the
miniature control panel are displayed.
You can include comments at the report level or at the element level (charts, tables) from a section where
comments and alerts are available. The feature of adding comments is very useful to collaborate with
other team members. Within a comment we can attach elements (for example images).
Key Features – Explores & Discovers
SAS
Notas do Editor
Explorador is an easy-to-use interface that allows users to perform ad-hoc analysis, data discovery and visualizations.
By dragging and dropping a combination of categories and measures onto a visualization pane, users can take advantage of intelligent auto-charting capabilities to visually understand and derive insight from massive amounts of data.
Built-in hierarchy creation capabilities allow users to slice-and-dice information based on all of the data…without depending on IT.