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Accelerated BI Growth with
Power View and PowerPivot
Bhavik Merchant
Bhavik.merchant@csg.com.au
@BhavikMerchant

my other passions
• Cricket (Watching), Squash (Playing)
• Travelling.. Anywhere
• Whisky
Agenda

   Speaker Intro
   Goals
   Rationale
   Groundwork
   Solutions and Demonstrations
   Tips/Caveats
   Q&A
Did I hear a chirp?

             @BhavikMerchant




                #SQLSAT138
A little about me..
 Background
     I’m from Zimbabwe (explains the accent?)
     BI Team Manager and Lead MSBI Consultant at CSG
     Certified End-to-End Microsoft BI practitioner
     Microsoft vTSP for BI
     Trainer (SSAS, SSIS, SSRS, PowerPivot, Sharepoint BI)

 Experience
   Started in Web Development and SysAdmin
   Thereafter, been in BI for about 7 years. SQL 2000 to 2012;
    MOSS 2007 to SP2010
Presentation Goals

   Identify a major issue in BI
   Understand problem/solution domains
   Learn about new paradigms/tools in SQL 2012
   See them in action
   Learn some tips
   Identify shortcomings and pitfalls
Audience Poll
 Roles
     IT/Infrastructure
     Data Analyst/Power user
     Information Worker/End(ish) User
     BI Professional

 Exposure
     Traditional SSAS
     PowerPivot (v1, v2)
     SSAS Tabular
     Non Microsoft Visual Tools – Tableau, QlikView, BO
      Explorer etc
Lets get started...




      “If you build it, he will come”
Q: How do you measure BI success?

“Overall adoption has been static since 2008, with
under 30% of potential users making use of BI.”
Gartner BI Adoption Trends, 2011



 Why? Both approach and tools
     Low buy-in
     Bottom-up approach
     Lack of agility in traditional architectures
Adoption Smadoption! What are the trends?




                     Source: Gartner (August 2011) [2995 respondents]
Just throw smart new tech at users, right?
     In-memory                   Social BI


                                        Data Discovery

Visual Analysis

                                       Columnar DB
                  Self-Service
Deliver Us From Evil…
Got superpowers?
PowerPivot    Power View   Power Point
BISM - The BI Semantic Model
   Client Tools




       Data model

      Business logic   Personal BI      Team BI          Organizational BI
                       PowerPivot for   PowerPivot for       Analysis
      and queries         Excel          SharePoint          Services


       Data access
Guises…

 Its all SSAS! 3 modes, at INSTANCE level:
    Multidimensional
    Tabular
    PowerPivot
Scenario

 Assume we are an end(ish) user
 We have data models accessible from Sharepoint
 We want an intuitive, ad-hoc way to visualise data

1. Toy Sales Data
2. OECD data
    Demographics such as mortality, fertility rates
    Big thanks to Cathy Dumas for this model
Ok I get it, Power View! Where to Start?

 We need one of these in SharePoint to kick off a
  Power View Report
   PowerPivot workbook
   .BISM connection (i.e. to Tabular SSAS or PPVT). Note
    bypass Kerberos 
   .RSDS connection to Tabular SSAS or PPVT


 These are (or point to) tabular models, implying
  Power View ONLY works on tabular models
DEMO – Start your engines…

 Table, Matrix, Chart, Card
 New Views
DEMO – Put your foot on it…

 Linked filtering, View/Object Filtering, Slicers
 Tiling
 Multiples (Trellis Charts)
DEMO – Speeding!

 Scatter Plot Animation
   Life Expectancy vs Fertility
   Life Expectancy vs Infant Mortality


 Export to PowerPoint

 Can Print too!
Development Tips
 Power View
   Explore! Options grey out/appear
   Cant convert back from Slicer or Tile
   Use Textbox to hack chart title (text, style)

 Tabular/PPVT
   Mark your date table
   Use views to reduce dev model size
   Workspace db for Tabular (set in workspace). No local
    storage like PPVT
   Excel Advanced Mode
Model Design Tips
 Usability
      Name fields meaningfully, hide keys and intermediate calcs
      Format numbers in model – saves time later
      Use Default Columns for Power View consumption
      Use dummy tables to group calcs
      Setup Unique Identifier
      Use Perspectives

 Performance
      Don’t include unneeded columns in model - Go deep, not wide
      Limit column width = less memory use
      Avoid high cardinality columns and large strings
      Pre-sort your table keys where possible

 General
    Binary data and URLs work for images
Architecture/Maintenance Tips
 For In-memory, have memory = 2x size of model
 Can restore from PPVT to Tabular SSAS via SSMS
  Restore, or convert via SSDT
 Use BISM Normalizer from CodePlex to diff and
  merge models into one SSAS database
 Tabular databases are processed on a schedule like
  classic SSAS
 DirectQuery is an option similar to ROLAP
  conceptually. Consider with ColumnStore indexes.
  BUT, there are hybrid modes and complications
Limitations and Pitfalls
   Cant change speed of Play axis
   Beware of Interpolation (Cyprus 1960-1970)
   Cant change anything in slicers
   No custom colour, logos, fonts (except textbox)
   View Filters sorted alphabetically by title
   Calculated Columns cant be View Filters
   Cant control partitions, roles from Excel
Technical Requirements
 SQL Server 2012
    Tabular SSAS instance

 Sharepoint 2010 (at least SP1). Enterprise features
  turned on
    PowerPivot Services
    Reporting Services Integration
    Power View Integration

 PowerPivot 2012 RTM Client

 SQL Server Data Tools (Standalone  )
Tying it all back together ..                                 !
  New tools like Tabular Power View are great and will
   help increase agility and adoption, but they augment
   sound BI processes
  I think dimensional models are still important
   (debated)
     Prototype heavily
  Balance needed: Formal warehouse (centralisation,
   security) vs total empowerment
  Plan, Plan, Plan!
     Understand user base and requirements before choosing
      the tools
Resources
 Dan English: http://denglishbi.wordpress.com
 Marco Russo:
  http://sqlblog.com/blogs/marco_russo/
 Kasper de Jonge: www.powerpivotblog.nl
 Cathy Dumas on Hans Rosling:
  http://blogs.msdn.com/b/cathyk/archive/2011/12/2
  1/the-hans-rosling-project.aspx
 DirectQuery White Paper:
  http://msdn.microsoft.com/en-
  us/library/hh965743.aspx
 Data Viz people: Stephen Few, Edward Tufte, Jen
  Stirrup
Questions?
 Please complete an evaluation form for this session
    …and thanks again to our awesome sponsors!

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2012-04-21 (SQL Saturday 138 Sydney) Accelerated BI Growth with Power View and PowerPivot

  • 1. Accelerated BI Growth with Power View and PowerPivot Bhavik Merchant Bhavik.merchant@csg.com.au @BhavikMerchant my other passions • Cricket (Watching), Squash (Playing) • Travelling.. Anywhere • Whisky
  • 2. Agenda  Speaker Intro  Goals  Rationale  Groundwork  Solutions and Demonstrations  Tips/Caveats  Q&A
  • 3. Did I hear a chirp? @BhavikMerchant #SQLSAT138
  • 4. A little about me..  Background  I’m from Zimbabwe (explains the accent?)  BI Team Manager and Lead MSBI Consultant at CSG  Certified End-to-End Microsoft BI practitioner  Microsoft vTSP for BI  Trainer (SSAS, SSIS, SSRS, PowerPivot, Sharepoint BI)  Experience  Started in Web Development and SysAdmin  Thereafter, been in BI for about 7 years. SQL 2000 to 2012; MOSS 2007 to SP2010
  • 5. Presentation Goals  Identify a major issue in BI  Understand problem/solution domains  Learn about new paradigms/tools in SQL 2012  See them in action  Learn some tips  Identify shortcomings and pitfalls
  • 6. Audience Poll  Roles  IT/Infrastructure  Data Analyst/Power user  Information Worker/End(ish) User  BI Professional  Exposure  Traditional SSAS  PowerPivot (v1, v2)  SSAS Tabular  Non Microsoft Visual Tools – Tableau, QlikView, BO Explorer etc
  • 7. Lets get started... “If you build it, he will come”
  • 8. Q: How do you measure BI success? “Overall adoption has been static since 2008, with under 30% of potential users making use of BI.” Gartner BI Adoption Trends, 2011  Why? Both approach and tools  Low buy-in  Bottom-up approach  Lack of agility in traditional architectures
  • 9. Adoption Smadoption! What are the trends? Source: Gartner (August 2011) [2995 respondents]
  • 10. Just throw smart new tech at users, right? In-memory Social BI Data Discovery Visual Analysis Columnar DB Self-Service
  • 11. Deliver Us From Evil…
  • 12. Got superpowers? PowerPivot Power View Power Point
  • 13. BISM - The BI Semantic Model Client Tools Data model Business logic Personal BI Team BI Organizational BI PowerPivot for PowerPivot for Analysis and queries Excel SharePoint Services Data access
  • 14. Guises…  Its all SSAS! 3 modes, at INSTANCE level:  Multidimensional  Tabular  PowerPivot
  • 15. Scenario  Assume we are an end(ish) user  We have data models accessible from Sharepoint  We want an intuitive, ad-hoc way to visualise data 1. Toy Sales Data 2. OECD data  Demographics such as mortality, fertility rates  Big thanks to Cathy Dumas for this model
  • 16. Ok I get it, Power View! Where to Start?  We need one of these in SharePoint to kick off a Power View Report  PowerPivot workbook  .BISM connection (i.e. to Tabular SSAS or PPVT). Note bypass Kerberos   .RSDS connection to Tabular SSAS or PPVT  These are (or point to) tabular models, implying Power View ONLY works on tabular models
  • 17. DEMO – Start your engines…  Table, Matrix, Chart, Card  New Views
  • 18. DEMO – Put your foot on it…  Linked filtering, View/Object Filtering, Slicers  Tiling  Multiples (Trellis Charts)
  • 19. DEMO – Speeding!  Scatter Plot Animation  Life Expectancy vs Fertility  Life Expectancy vs Infant Mortality  Export to PowerPoint  Can Print too!
  • 20. Development Tips  Power View  Explore! Options grey out/appear  Cant convert back from Slicer or Tile  Use Textbox to hack chart title (text, style)  Tabular/PPVT  Mark your date table  Use views to reduce dev model size  Workspace db for Tabular (set in workspace). No local storage like PPVT  Excel Advanced Mode
  • 21. Model Design Tips  Usability  Name fields meaningfully, hide keys and intermediate calcs  Format numbers in model – saves time later  Use Default Columns for Power View consumption  Use dummy tables to group calcs  Setup Unique Identifier  Use Perspectives  Performance  Don’t include unneeded columns in model - Go deep, not wide  Limit column width = less memory use  Avoid high cardinality columns and large strings  Pre-sort your table keys where possible  General  Binary data and URLs work for images
  • 22. Architecture/Maintenance Tips  For In-memory, have memory = 2x size of model  Can restore from PPVT to Tabular SSAS via SSMS Restore, or convert via SSDT  Use BISM Normalizer from CodePlex to diff and merge models into one SSAS database  Tabular databases are processed on a schedule like classic SSAS  DirectQuery is an option similar to ROLAP conceptually. Consider with ColumnStore indexes. BUT, there are hybrid modes and complications
  • 23. Limitations and Pitfalls  Cant change speed of Play axis  Beware of Interpolation (Cyprus 1960-1970)  Cant change anything in slicers  No custom colour, logos, fonts (except textbox)  View Filters sorted alphabetically by title  Calculated Columns cant be View Filters  Cant control partitions, roles from Excel
  • 24. Technical Requirements  SQL Server 2012  Tabular SSAS instance  Sharepoint 2010 (at least SP1). Enterprise features turned on  PowerPivot Services  Reporting Services Integration  Power View Integration  PowerPivot 2012 RTM Client  SQL Server Data Tools (Standalone  )
  • 25. Tying it all back together .. !  New tools like Tabular Power View are great and will help increase agility and adoption, but they augment sound BI processes  I think dimensional models are still important (debated)  Prototype heavily  Balance needed: Formal warehouse (centralisation, security) vs total empowerment  Plan, Plan, Plan!  Understand user base and requirements before choosing the tools
  • 26. Resources  Dan English: http://denglishbi.wordpress.com  Marco Russo: http://sqlblog.com/blogs/marco_russo/  Kasper de Jonge: www.powerpivotblog.nl  Cathy Dumas on Hans Rosling: http://blogs.msdn.com/b/cathyk/archive/2011/12/2 1/the-hans-rosling-project.aspx  DirectQuery White Paper: http://msdn.microsoft.com/en- us/library/hh965743.aspx  Data Viz people: Stephen Few, Edward Tufte, Jen Stirrup
  • 27. Questions? Please complete an evaluation form for this session …and thanks again to our awesome sponsors!