Analysis of data, evolution of BI and an introduction to Power BI
About this Event
Overview:
To be data-driven requires an overarching data culture that couples several elements, including high-quality data, broad access, data literacy and appropriate data-driven decision-making processes.
In this session, Iman decodes the analysis of data, evolution of BI and an introduction to Power BI.
Presentation Value/Learning Points:
Decoding Data Analysis and what does Business Intelligence entail?
The evolution of BI and role of an analyst
Analysis lifecycle
Introduction to Power BI
3. 3
Acknowledgement of country
• IIBA Australia Chapter acknowledge the Traditional
Owners of country throughout Australia and recognise
their continuing connection to land, waters and
culture. Brisbane Branch in acknowledges the First
Nations people. We pay our respects to their Elders
past, present and emerging.
4. 4
Brisbane Branch Committee Members
General Committee Members
Branch Chair
Abraham Magalong
Education and Certification
Coordinator
Navid Fakhredaei
Events Coordinator
Ankita Sareen
Marketing Coordinator
Suellen Parker
Operations Coordinator
Milad Alavi
Suraj Sah
Tracy Lee
New Committee Members
Leigh- Lu
Kalpalatha Bakka
Heleen Daniels
Anastasia Golubeva
5. 5
Awards and Recognition
• Recognising Australia Chapter as sustainability of the year award for Asia Pacific 2020
• Recognising AnnMaree as volunteer of the year for 2020
• Recognising Garrie Irons being a finalist
6. 6
Business Analysis Professional Week
• 458 attendees
• 50 presentations from 52 individual speakers
• Speakers from Australia, New Zealand, South Africa, India, Europe, UK, USA
• Presentations available for attendees for next 6 months.
“Massive thanks to everyone for a wonderful event, you really
nailed the virtual thing!!!”
7. 7
Update – Brisbane Branch
In these challenging times it has been heartwarming to experience Australia IIBA moving
forward with online initiatives. In a very short space of time Brisbane Branch achieved the
following;
• Online Study Group
• Participating and hosting a National online event.
Special thanks the fantastic work done by the Brisbane Committee.
To all the supporters of the Brisbane Branch, stay safe, and thank you for your support in these
difficult times.
8. 8
Speaker for today
IMAN EFTEKHARI
• Director at Agile Analytics
• BI Consultant for 15+ years
• Microsoft Certified Trainer, MCSE (BI)
• Co-organiser of the Sydney Power BI
User Group
• Regular speaker at Microsoft seminars
in Australia and overseas
9. BA’s Guide to
Data Analysis &
Reporting
Understanding the reporting
requirements
10. I would like to acknowledge the traditional custodians of the land on
which we meet today and pay my respects to the Elders past and
present. I extend my respect to the Aboriginal or Torres Strait Islander
people who are present today.
11. Iman Eftekhari
• Director at Agile Analytics
• BI Consultant for 15+ years
• Microsoft Certified Trainer, MCSE (BI), …
• Co-organiser of the Sydney Power BI User Group
• Regular speaker at Microsoft seminars in
Australia and overseas
Email iman.eftekhari@agile-analytics.com.au
Meetup www.meetup.com/Sydney-Power-BI-User-Group/
LinkedIn http://www.linkedin.com/in/ieftekhari
Website www.agile-analytics.com.au
12. We host regular sessions for Power BI community. Visit our website to learn more about upcoming events.
Events
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Join our tribe and learn more about the latest updates!
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13. About Us
Agile Analytics is a Microsoft Gold Partner in Data
Analytics.
At Agile Analytics, we consult, design and rapidly deliver
tailored data analytics solutions using state-of-the-art
Microsoft cloud technologies, focused on mid-to-large
organisations.
We partner with you to deliver data analytics solutions
which make a real difference.
Our mission is to help organisations build a data-driven
culture, to gain and sustain competitive advantage in
today’s market.
We do this by combining data analytics and machine
learning leveraging cutting-edge cloud technologies.”
Iman Eftekhari, Director
17. Data challenges
Time consuming
Slow
Poor visibility
Tactical
Requires IT involvement
Silo's
YouYourTeam
Long analysis timeframes delay
critical decision-making
Hunting for data and creating mash-
ups can take 75% of analysts’ time
Trends take a long time to uncover
Difficult to view digital metrics &
core results in one place
Poor visibility into trends and how
they should influence the efforts
Cannot easily course-correct
Cannot use mobile device to
access information or results
Dependence on IT to build queries,
dashboards and reports
Data is silo’d in different tools, and
it’s difficult to normalise and see it
together
17
18. Get the most out of your data with Power BI
Get results faster
Accelerate
Be more strategic
Transform
Work together more effectively
Collaborate
YouYourTeam
Go from hindsight to insight with real-
time updates & alerts from streaming
sources
Use pre-built dashboards and reports
for common SaaS applications and
connect to your data in as little as 4 clicks
Connect to a growing number of on-
premises and cloud data sources using
Power BI Desktop and design your own
reports quickly and easily
Get insights that drive action from your
existing data with seamless Microsoft
Excel integration
Gain line of sight into top-level results
and drill-down to the underlying details of
analytics
Free up time for strategic analysis by
reducing busy work such as finding data
and mashing it up
Collaborate on the go with mobile apps
for Windows, iOS, and Android
Build interactive reports, dashboards
and visualizations to get 360° views of
your business without the need for IT
involvement
Share dashboards and reports securely
within your organization in a few clicks
18
19. Data Insights Maturity
• What’s happening?
• Why did it happen?
• What will happen?
• What action should I take next?
From Operational Reporting to Advanced Analytics
20. Everyone
Analyst to end user
IT to end user
2nd wave
Self-service BI
1st wave
Corporate BI
3rd wave
End user BI
The Evolution of BI
23. Start with WHY
Why: the purpose of this report:
• Action
• Decision
How: how should this report be used?
• To present an analysis
• To enable exploratory analysis
What: the visualisation, source data, logic, …
24. 3 important questions to ask.
1. Who is the visualisation designed for?
2. What decision do I want the user to make?
3. What actions do I want people to take with this insight?
26. Break down requirements into logical groupings
Break down these logical groupings into individual questions that
need answering.
Each of these groupings should be their own report.
What will each of these reports show?
• A High Level Summary?
• Current Month Performance?
• Historical Performance?
28. Report Requirements
Report Name
Owner
Purpose / Objectives Actions, decisions, …
Target Audience Who will be the using this, e.g. HR managers, sale reps, CFO, …
Type Analytical / Operational / Exec-level
Data Refresh Frequency E.g. hourly, daily, real-time, ...
Access Role-based Security: AD Group
Access Level Workspace, App, Row-level, e.g. Company Code, …
Source(s) of data ERP, Database, Data Warehouse, file, …
Data Items Target to source mapping
Filters E.g. By date, Division, Territory, …
Calculations / Business Logic Any business rules, calculation, etc.
Navigation E.g. Drill-through from one page to another
Drill-down Hierarchies in each visual / report
Delivery method Web / mobile access, Email delivery, subscription, …
30. Introduction to Power BI
What is Power BI?
A complete platform for self-
service reporting and enterprise
business intelligence which
includes:
An ETL tool
A data modelling tool
A data visualisation tool
A service to share reports
with 1,000’s of users
31. Getting Data Into Power BI – Power Query
1. Pull in data from a large number
of sources
2. Transform this data into a Power
BI/reporting friendly format
3. Remove and cleanse dirty data
4. Merge and combine different
data sources
5. Automate
Stream Analytics
Data Lake Store
Azure SQL
SQL Data Warehouse
Storage Tables
Third Party API’s
On-Premise SQL
Excel, CSV and more
Power BI
32. Analysing Your Data – Power Pivot
A tool for creating a data model
inside Power BI. It allows you to:
1. Define relationship between
tables
2. Perform advanced
calculations
3. Store large datasets
4. Return results in milliseconds
5. Create Hierarchies
33. Communicating Insights – Data visualisation
Enables you to create reports that
communicates insights and drives
action.
Features interactive, dynamic
visualisations.
Can extend the standard
visualisations by using custom
visuals and R visuals.
34. Collaboration and Sharing – Power BI Website
Power BI Service allows you to:
1. Build reports as teams
2. Share reports securely with the
wider organisation
3. Consume your data on the go
via mobile applications
4. Implement dynamic data security
rules
5. Keep your data up-to-date
38. Power BI
ADOPTION FRAMEWORK
A FRAMEWORK FOR DATA-DRIVEN CULTURE
Power BI Adoption Framework by Agile Analytics
Change Management
Training
Support
Data-driven Culture
Accessibility
Usability
Governance
Business Processes
Release Management
Security
Compliance
DIGITAL
FOUNDATIONS
Performance
Scalability
Robustness
CORPORATE
OBJECTIVES
DATA ASSETS
Availability
Quality
Integration
WHY?
HOW?
WHAT?
To be data-driven requires an overarching data
culture that couples several elements, including
high-quality data, broad access, data literacy and
appropriate data-driven decision-making processes.
We have developed a unique framework to enable
companies to better cultivate a data-driven culture.
39. ADKAR Change Management
A D K A R
Awareness Desire Knowledge Action Reinforcement
pre-contemplation contemplation preparation action maintenance
enablement zone engagement zone
• What is and isn't
working
• What are my options
• Communicate that
there is a problem
• Focus attention on the
most important
reasons to change
• Communicate benefits
for adoption of new
system / process
• Identify risks involved
• Build momentum
• Address fears
• Learn new technical
skills
• Learn how others are
doing this
• Share information
• Set reasonable targets
• Employ a suitable
governance framework
• Training the basics
• Start small
• Don't do it by stealth
• Adjust processes that
touch the key teams
• Engage a coach
• Identify champions
• Share experiences
• Learn from early
mistakes
40. Business-Led
Self-Service BI
Bottom-Up Approach
IT-Managed
Self-Service BI
Blended Approach
Corporate BI
Top-Down Approach
Analysis using any type of data source; emphasis on
data exploration and freedom to innovate
Ownership:
Business supports all elements of the solution
Scope of Power BI use by business users:
Data preparation, data modeling, report creation &
execution
Governed by:
Business
A “managed” approach wherein reporting utilizes only
predefined/governed data sources
Ownership:
IT: data + semantic layer
Business: reports
Scope of Power BI use by business users:
Creation of reports and dashboards
Governed by:
IT: data + semantic layer
Business: reports
Utilization of reports and dashboards published by IT
for business users to consume
Ownership:
IT supports all elements of the solution
Scope of Power BI use by business users:
Execution of
published reports
Governed by:
IT
Ownership Transfer
Over time, certain self-service solutions deemed as critical to the business may transfer ownership and maintenance to IT.
Business creates data models and reports in a full self-service
approach
The backend and data models will be handed over to IT to
manage For standard reports, IT will take control with business oversight
Understand the types of BI
41. Summary
• BI projects are different to normal software development
• There are lots of uncertainty in the beginning
• BAs who work in the BI space need to understand the way BI works
• Asking the right questions is very important (start with WHY)
• Microsoft Power BI is a market leader in the self-service BI
• Many organisations use the tools in a wrong way
• BAs need to understand the adoption requirements
• Understanding the types of ownership is important to define
• A good BI BA needs to know data sources, systems, business function,
domain, technology, and the process.
44. 44
Upcoming IIBA events
1. Annual General Meeting - Tuesday 24th November 2020
• Register on Eventbrite
• Director Elections now running, close on Sunday night (22nd)
• AGM and Elections open to all members in good standing
• Full details on the Chapter home page: australia.iiba.org
2. From Swimlane to Automation – 2nd December 2020
• Speaker - Daniel Jacob Rayner
45. 45
Upcoming IIBA events
Annual General Meeting
• Tuesday 24th November 2020.
• Register on Eventbrite
• Director Elections now running, close on Sunday night (22nd)
• AGM and Elections open to all members in good standing
• Full details on the Chapter home page: australia.iiba.org
