balanced bi approach (power pivot & ssas tabular)

14
A Balanced BI Approach (Self-Service & Corporate) August 14, 2013

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This presentation was based on an actual scenario where I educated a client on Power Pivot and basic DAX and they took the basics to completion and upgraded to a full blown Corporate BI Solution in SSAS Tabular with a few easy steps.

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Page 1: Balanced BI Approach (Power Pivot & SSAS Tabular)

A Balanced BI Approach (Self-Service & Corporate)

August 14, 2013

Page 2: Balanced BI Approach (Power Pivot & SSAS Tabular)

Anthony Sammartino MCITP(BI), PMP® Vice President & Co-FounderTekPartners BI Solutions(954) [email protected]

Linkedin: http://www.linkedin.com/in/apsammartino

Twitter: @SQLAnt

Blog: www.sqlant.com

Web: www.tekpartnersbi.com

My Contact Information

Page 3: Balanced BI Approach (Power Pivot & SSAS Tabular)

• Started working with SQL Server 7.0 in 1999

• 16 Data Warehouse / BI Projects in 14 Years

• 12 Years SQL Server 2000, 2005, 2008(R2), 2012

• Live in South Florida with my wife and two daughters

• Fan of Miami and Philadelphia Sports teams, all things technology

• MCP(SQL Server), MCTS(BI), MCITP(BI), PMP®

About Me

Page 4: Balanced BI Approach (Power Pivot & SSAS Tabular)

1. Self-Service BI

2. Corporate BI

3. Common Situation

4. PowerPivot - SSAS Tabular

5. Which One to Choose?

6. Demo

7. Questions

Session Overview

Page 5: Balanced BI Approach (Power Pivot & SSAS Tabular)

Also known as Personal BI

• Users have access to the data and tools without IT involvement

• Excel is Microsoft’s Self-Service BI Tool and always has been

• In Excel: Power Pivot, Power View, Power Query, Power Map.

• Office 365 bundles it as Power BI.

• Can handle hundreds of millions records

• Limited to your desktop/laptops specs

Self-Service BI

Page 6: Balanced BI Approach (Power Pivot & SSAS Tabular)

Also known as Organizational BI:

• IT has control of data and tools

• More formal

• Software Development Life Cycle (DEV, QA, PROD)

• Analysis Services (SSAS), SQL Server Integration Services (SSIS), etc.

• Runs on server hardware

Corporate BI

Page 7: Balanced BI Approach (Power Pivot & SSAS Tabular)

• Spreadmarts are what commonly take the place for Self-Service BI in an organization.

• Unraveling linked spreadsheets into a formal requirements spec takes a lot of time

• Not always a success; things get lost in translation.

• Process can take months for an organization to complete without producing any results.

• Gap between Excel knowledge and OLAP tools is huge.

Common Situation

Page 8: Balanced BI Approach (Power Pivot & SSAS Tabular)

PowerPivot (SSBI) SSAS Tabular (CBI)

Page 9: Balanced BI Approach (Power Pivot & SSAS Tabular)

Self-Service (Scooter) or Corporate (Super Bike):

• PowerPivot (64 bit) can handle hundreds of millions of records.

• Threshold is memory on your desktop / laptop (4-16 GB memory)

• SSAS Tabular runs on server hardware (512 GB memory)

• Partitions for incremental loading, perspectives, security roles.

The Ever Important Choice

Page 10: Balanced BI Approach (Power Pivot & SSAS Tabular)

• PowerPivot and SSAS Tabular are almost identical.

• Both use DAX (Data Analysis Expressions)

• Calculated Columns, Measures, etc. are compatible

• There is not a huge gap between Excel and OLAP any longer

• Excel became more advanced, OLAP’s entry point became less advanced.

Similarly Different – What?

Page 11: Balanced BI Approach (Power Pivot & SSAS Tabular)

Prototype with PowerPivot:

• Provide the data to business users in a sample PowerPivot workbook

• Simple calculations, measures, KPIs as examples

• Educate business users on how to use PowerPivot to their advantage

• Iteratively educate them on DAX (Especially CALCULATE!)

• You can import a PowerPivot model into SSAS Tabular!

You Can Use Both…and You Should!

Page 12: Balanced BI Approach (Power Pivot & SSAS Tabular)

Success Factors:

• User Adoption – If users had a hand in creating it, adoption will be a success.

• Training – Each BI solution requires training and users will get it from the beginning.

• Time to Market - Requirements process is not disconnected; its small

• Users will speak your DAX language over time as its close to Excel!

Why Use Both?

Page 13: Balanced BI Approach (Power Pivot & SSAS Tabular)

Demo Time!

Page 14: Balanced BI Approach (Power Pivot & SSAS Tabular)

Thank you for your time today and hope you found this educational

Anthony Sammartino MCITP(BI), PMP® Vice President & Co-FounderTekPartners BI Solutions(954) [email protected]

Linkedin: http://www.linkedin.com/in/apsammartino

Twitter: @SQLAnt

Blog: www.sqlant.com

Web: www.tekpartnersbi.com

Questions & Answers