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BI Tools Comparison 2018
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
* 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
Document description
BI Analysis Tools
4
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
Evaluation methodology tools
BI Analysis Tools
6
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
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
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
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
Sections / Category considered
BI Analysis Tools
eleven
12
Section Category Weight
Access Access & Data Connection 6
Connect to Data Access & Data Connection 6
Transformation / Data Modeling Access & Data Connection 6
Integration Access & Data Connection 6
Analytics functionality Explore & Discover 6
Dashboards creation Explore & Discover 6
Reports Explore & Discover 6
Views Explore & Discover 6
Multiplatform Explore & Discover 4
Scenario analysis Explore & Discover 3
Social skills and collaborative Share & To collaborate 5
Important content Share & To collaborate 3
Security & Administration Administration 6
Installation & Implementation Administration 6
Pricing Administration 6
Multilanguage Administration 4
BI Analysis Tools
Sections / Category considered
Comparison tools
BI Analysis Tools
13
Tableau
14
Introduction
Tableau
fifteen
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
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
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
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
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
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
Architecture
Tableau
22
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
Architecture
Tableau architecture consists of the following layers: data layer, data
connectors, Tableau Server components, gateway / load balancer and
customers.
Tableau
24
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
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
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
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
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
Technical Review
TableauTableau
30
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
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
User features
TableauTableau
33
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
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
User features
Cards and shelves: cards are containers for shelves, legends and other
controls.
TableauTableau
36
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
Key Features
TableauTableau
38
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).
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.
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)
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
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).
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).
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
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
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
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
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
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
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
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
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
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
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
Tool review
TableauTableau
56
Tool Review
TableauTableau
57
Section Tableau
Access 36.0
Connect to Data 58.2
Transformation / Data Modeling 50.0
Integration 34.5
Analytics functionality 63.2
Dashboards Creation 36.0
Reports 24.0
Views 72.0
Multi platform 36.0
Scenario analysis 18.0
Social skills and collaborative 39.5
Important Contents 27.0
Security & Administration 39.3
Installation & Implementation 52.7
Pricing 48.0
Multilanguage 32.0
Total 666.4
PowerBI
58
Introduction
PowerBIPowerBI
59
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
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
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
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
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
Architecture
PowerBI
65
Architecture
Each implementation of Power BI consists of two clusters: a front-end web
(WFE) And a back-end.
PowerBI
66
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
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
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
Technical Review
PowerBI
70
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
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
User features
PowerBI
73
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
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
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
Key Features
PowerBI
77
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).
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/)
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).
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.
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).
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
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
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
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
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
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
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
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
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
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
Tool Review
PowerBI
93
Tool Review
PowerBI
94
Section PowerBI
Access 36.0
Connect to Data 46.8
Transformation / Data Modeling 46.0
Integration 34.5
Analytics functionality 59.3
Creation dashboards 36.9
Reports 24.0
Views 64.0
Multi platform 36.0
Scenario analysis 0.0
Social skills and collaborative 32.5
Important contents 27.0
Security & Administration 20.7
Installation & Implementation 33.3
Pricing 72.0
Multilanguage 32.0
Total 601.0
95
Information Builders
Introduction
96
Information Builders
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
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
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
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
Architecture
Information Builders
101
Information Builders
Functional architecture
Information Builders
102
Information Builders
Architecture of Components
Information Builders
103
Information Builders
Technical Review
Information Builders
104
Information Builders
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
User Features
Information Builders
106
Information Builders
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
Key Features
Information Builders
108
Information Builders
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
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
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
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
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
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
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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
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
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
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
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
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
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
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
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
Tool review
Information Builders
124
Information Builders
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
126
SAS
SAS
Introduction
127
SAS
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
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
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
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
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
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
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
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
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
SAS
Architecture
137
SAS
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
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
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
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
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
SAS
Technical Review
143
SAS
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
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
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
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
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
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
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
SAS
User Features
151
SAS
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
User Features
SAS Visual Analytics Hub:
Prepare the data using the Visual Dates Builder
153
SAS
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
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
SAS
User Feature
Visual Analytics example of Dashboard
156
SAS
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
Connects with SAS
SAS
Support for clients
SAS Community
Facebook
Twitter
Linkedin
Google+
Blogs
RSS
SAS
User Features
158
SAS
SAS
Key Features
159
SAS
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
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
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
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
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
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
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
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
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
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Business Intelligence tools comparison
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Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison
Business Intelligence tools comparison

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Business Intelligence tools comparison

  • 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
  • 11. Sections / Category considered BI Analysis Tools eleven
  • 12. 12 Section Category Weight Access Access & Data Connection 6 Connect to Data Access & Data Connection 6 Transformation / Data Modeling Access & Data Connection 6 Integration Access & Data Connection 6 Analytics functionality Explore & Discover 6 Dashboards creation Explore & Discover 6 Reports Explore & Discover 6 Views Explore & Discover 6 Multiplatform Explore & Discover 4 Scenario analysis Explore & Discover 3 Social skills and collaborative Share & To collaborate 5 Important content Share & To collaborate 3 Security & Administration Administration 6 Installation & Implementation Administration 6 Pricing Administration 6 Multilanguage Administration 4 BI Analysis Tools Sections / Category considered
  • 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
  • 57. Tool Review TableauTableau 57 Section Tableau Access 36.0 Connect to Data 58.2 Transformation / Data Modeling 50.0 Integration 34.5 Analytics functionality 63.2 Dashboards Creation 36.0 Reports 24.0 Views 72.0 Multi platform 36.0 Scenario analysis 18.0 Social skills and collaborative 39.5 Important Contents 27.0 Security & Administration 39.3 Installation & Implementation 52.7 Pricing 48.0 Multilanguage 32.0 Total 666.4
  • 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
  • 66. Architecture Each implementation of Power BI consists of two clusters: a front-end web (WFE) And a back-end. PowerBI 66
  • 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
  • 94. Tool Review PowerBI 94 Section PowerBI Access 36.0 Connect to Data 46.8 Transformation / Data Modeling 46.0 Integration 34.5 Analytics functionality 59.3 Creation dashboards 36.9 Reports 24.0 Views 64.0 Multi platform 36.0 Scenario analysis 0.0 Social skills and collaborative 32.5 Important contents 27.0 Security & Administration 20.7 Installation & Implementation 33.3 Pricing 72.0 Multilanguage 32.0 Total 601.0
  • 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
  • 103. Architecture of Components Information Builders 103 Information Builders
  • 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
  • 156. SAS User Feature Visual Analytics example of Dashboard 156 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

  1. 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.
  2. Referencias y Datos de Contacto