Transcript Reporting and Analysis With Microsoft Office

Reporting and Analysis
With
Microsoft Office
Reporting and Analysis
Data Warehouse
OLAP
Business User
Reporting & Analysis
Understand Reporting and Analysis Needs
Mining
Specialists
Analytics
Some
Users
All
Users
Ad Hoc Reporting
Standard Reporting
User Base
C
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p
l
e
x
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y
Decision Points for Front End Tools
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Ad Hoc Analysis Features
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Slicing / dicing
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Pivoting and nesting
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Creating calculations on the fly
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Write back
Reporting Features
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Pre-built report templates
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Conditional formatting
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Exception reporting
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Charting capabilities
Decision Points for Front End Tools
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Usability
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Ease of use – out of the box
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Training requirements (user community)
Scalability / Deployability
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Zero footprint
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Tradeoffs between range of functionality and ease of deployability
Manageability / Administration
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Historical report instances
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Security for each community
Customization
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Create guided user experiences
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Extend functionality
Microsoft Office – BI Tools
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BI Reporting and Analysis
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Excel XP
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Office Web Components (OWC)
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Data Analyzer
BI Collaboration
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Sharepoint Portal
Microsoft Office – BI Tools
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BI Reporting and Analysis
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Excel XP
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Office Web Components (OWC)
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Data Analyzer
BI Collaboration
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Sharepoint Portal
Excel for Business Intelligence
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Excel Provides a Familiar Interface for Data Analysis
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OLAP PivotTables and PivotCharts Allow Access to Large Data Sets
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Offline Cube Files Allow Analysis When Disconnected from the
Network
Benefits of Excel - PivotTables and PivotCharts
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Easy to Use Interface for Ad-Hoc Analysis - Drilling,
Slicing, Dicing
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Access to Traditional Excel Reporting Features
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Ability to Publish PivotTables and PivotCharts as Web
Pages
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Interface to Create Local Cubes
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Programmatic Support
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Drill through
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Actions
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Server Side Formatting – Background Color
Office Web Components for Business Intelligence
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OWC Delivers PivotTable and PivotChart Functionality to Web
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OWC Facilitates Flexible, Customizable Solutions
Benefits of OWC
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Enhanced Browsing
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Ability to Skip Levels of Dimensions
Advanced Charting
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Multi Charts
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Data Series
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Pivot Charts With or Without Pivot Tables
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Customized End User Experience
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Embeddable
Office Improvements with XP
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Calculated Members in Non-Measures Dimensions
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All Member Required
Display Features
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Ability to Order Members
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Support for Visual Totals
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Member Properties
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Multi Select Page Fields
GETPIVOTDATA Function
Data Analyzer for Business Intelligence
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Data Analyzer Adds Rich Visualization and Analysis Capabilities
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Integration with Excel Facilitates Exploration Before In-Depth
Analysis
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Full Support for OLAP features in Analysis Services
Benefits of Data Analyzer
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Good for Both Dashboard Reporting and In Depth
Analysis
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Color and Bars Provide Strong Visualization Across
Measures and Dimensions
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Customizable Color Scale
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Integration with Analysis Services
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Integration with Office
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Advanced Filtering
Document Storage Systems
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How does a document storage system relate to BI
Solutions?
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Key components of a document storage system:
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Organization
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Approval Process
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Notification
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Security
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Collaboration
Introduction to SharePoint Portal Server
Workspace
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Document Management
Workspace
 Document library
 Management tools
 Category structure
 Dashboard site content
 Searchable index
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Search Workspace
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Index Workspace
Dashboard Site
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Web Parts
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Reusable
content