Archive for category: Newsletter

I hope you are enjoying the beginning of the spring. The focus of this newsletter is self-service BI with Microsoft Power BI. But before I start, I strongly encourage those of you in the Southeast USA to register and attend the SQL Saturday Atlanta event which will be held this year on May 3rd. We had a record attendance last year with some 570 people attending SQL Saturday Atlanta! You can also sign up for the preconference sessions on Friday, May 2nd, one of which will be delivered by your humble correspondent.

POWER BI

Nowadays, every organization has some sort of a self-service BI tooling, ranging from Excel spreadsheets and Access databases to sophisticated self-service data models implemented by power users. Microsoft self-service BI is centered around Excel with PowerPivot on the desktop and SharePoint on the server. SharePoint does offer a wealth of features that you might find appealing, as I’ve recently discussed in my “Is SharePoint Overkill for BI” post. However, Microsoft self-service BI has been traditionally criticized for its deployment complexity and steep price tag.

To mitigate these concerns, Microsoft introduced a few years ago Office 365 (E3 or E4 plan required) and SharePoint Online (Plan 2 required) to allow you to deploy self-service BI artifacts created with Power Pivot and Power View to the cloud. Recently, Microsoft unveiled Power BI as a next step in its BI cloud strategy. Power BI is essentially a cloud combo of all the self-service “power” tools (Power Pivot, Power View, Power Query, and Power Map) available on a subscription basis and running on Microsoft Azure.

What’s to like?

Here are some reasons why you should consider Power BI:

Avoid SharePoint on-premises installation and licensing
Microsoft maintains and scales SharePoint, not your IT department. Instead of paying on-premise SharePoint Server and SQL Server licenses, you pay a subscription price per user using one of these three pricing options.

Get new features
Some self-service BI features are currently only available in Power BI. The most important ones are natural queries (aka Q&A), Power View mobile support, sharing PowerPivot queries, and great Power Map geospatial visualizations.

Always up to date
As I’ve explained recently in my “The Office Click-To-Run Setup” post, Office 365 and Power BI subscribers can install the Office Click-To-Run setup and receive new features continuously.

Cautions

Besides the usual concerns about security and data ownership associated with a cloud deployment, here are some additional considerations to keep in mind:

Self-service BI only
Unlike Azure virtual machines, Power BI can’t be configured as an extension to your Active Directory domain. Therefore, you can’t deploy Power View reports connected to organizational Multidimensional or Tabular models. However, Microsoft has implemented a data management gateway that you can install on premises to schedule your cloud Power Pivot data models for automatic refresh from your on-premise data sources.

Compatibility issues
If you decide to install Office Click-To-Run, your Office installation will be updated periodically while your on-premise SharePoint won’t. Consequently, you might not be able to deploy Power Pivot models that have the latest features to your on-premise SharePoint instance. In other words, if you use the Office Click-to-Run setup you should commit to deploying to Power BI to share data models and reports with other users.

Size limitations
Currently, Power BI limits your models to 250 MB in size. However, because of the Power Pivot efficient data compression, you should be able to pack millions of rows in your model.

I believe that cloud BI has come out of age and the Power BI ease of deployment and rich assortment of features should warrant your attention. To start a trial or learn more the Power BI capabilities and visualizations, visit Power BI.

As you’d agree, the BI landscape is fast-moving and it might be overwhelming. As a Microsoft Gold Partner and premier BI firm, you can trust us to help you plan and implement your BI projects.

Regards,

Teo Lachev
President and Owner
Prologika, LLC | Making Sense of Data
Microsoft Partner | Gold Business Intelligence

EVENTS & RESOURCES

Atlanta BI Group: Custom ETL Frameworks with SSIS 2012 by Aneel Ismaily on 3/31
Atlanta BI Group: Power BI by Brian Jackson on 4/28
SQL Saturday Atlanta: A full day of SQL and BI on 5/3

I hope you had a great summer. The chances are that your organization has a centralized data repository, such as ODS or a data warehouse, but you might not use it to the fullest. Do you want a single version of truth? Of course, you do. Do you want to empower your business users to create their own reports and offload reporting effort from IT? I bet this is one of your top requirements. A semantic layer could help you achieve these objectives and much more… In this newsletter, I’ll discuss the importance of having a semantic layer that bridges users and data.

WHY SEMANTIC LAYER?

A semantic layer sits between the data and presentation layers. In the world of Microsoft BI, its role is fulfilled by the Business Intelligence Semantic Model (BISM) which encompasses the Multidimensional and Tabular implementation paths. The first chapter (you can download it from the book page) of my latest book “Applied Microsoft SQL Server 2012 Analysis Services (Tabular Modeling)” explains this in more details.

Here are 10 reasons why you should have a semantic layer:

1. Abstraction
   In general, semantics relates to discovering the meaning of the message behind the words. In the context of data and BI, semantics represents the user’s perspective of data: how the end user views the data to derive knowledge from it. Before we expose data to end users, we need to translate the machine-friendly database structures and terminology into a user-friendly semantic layer that describes the business problems to be solved. To address this need, you create a semantic layer.
2. Reducing reporting effort
   Based on my experience, the typical IT department is caught in a never-ending struggle to create operational reports. A semantic layer is beneficial because it empowers business users to create their own ad hoc reports. For example, one of the nice features of Analysis Services is that the entity relationships become embedded in the model. So, end users don’t have to know how to relate the Product to Sales entities. They just select which fields they want on the report (Excel, Power View) and the model knows how to relate and aggregate data.
3. Eliminating “spreadmarts”
   It seems that all the end users want is Excel data dumps so they can create pivot reports to slice and dice data. In many cases, self-service BI is actually a polished and extended version of the “spreadmart” trend. If this bothers you (and it should), the only way to minimize and eliminate this issue is to have a semantic layer that allows business users to analyze the data from any subject area without having to export the data. Moreover, a semantic layer is a true self-service BI enabler because it allows the users to focus on data analysis instead of data preparation and model creation – skills that many users lack and might struggle with.
4. Performance
   The semantic layer should provide excellent performance when aggregating massive amounts of data. For example, in a real-life project we are able to achieve delivering operational reports within milliseconds that require aggregating a billion rows. Try to do that with relational reporting, especially when you need more involved calculations, such as YTD, QTD, parallel period, etc.
5. Reducing cost
   Do you have biggish data and struggle with report performance? Related to the previous point, having a semantic layer might save you millions of dollars to overcome performance limitations (to a point) by purchasing MPP systems, such as Teradata or Netezza.
6. Centralizing business logic
   The unfortunate reality that we’re facing quite often is that many important business metrics end up being defined and redefined either in complex SQL code or reports. This presents maintenance, implementation, and testing challenges. Instead, you can encapsulate metrics and KPIs where they belong – in your semantic model so they can be reused across reports and dashboards.
7. Rich client support
   Many reporting tools are designed to integrate and support popular semantic models. For example, Microsoft provides Excel on the desktop and the SharePoint-based Power View tool that allows business users to create their own reports. Do you like a specific third-party reporting tool? The chances are that it supports Analysis Services.
8. Security
   How much time do you spend implementing custom security frameworks for authorizing users to access data they are allowed to see on reports? Moving to Analysis Services, you’ll find that the model can apply security on connect. I wrote more about this in my article “Protect UDM with Dimension Data Security”.
9. Isolation
   Because a semantic layer sits on top of the relational database, it could provide a natural separation between reports and data. For example, assuming distributed deployment, a long-running ETL job in the database won’t impact the performance of the reports serviced by Analysis Services.
10. Additional BI capabilities
    A semantic layer can futher enrich your BI solution with appealing features, such as actions, KPIs, and predictive analytics.

HOW DO YOU CHOOSE SEMANTIC LAYER?

Different vendors have different ideology and implementations of semantic layers. Some, such as Oracle and MicroStrategy, implement the semantic layer as a thin, pass-through layer whose main goal is to centralize access to data sources, metadata and business calculations in a single place. For example, a Fortune 100 company that had a major investment in Oracle engaged us to recommend a solution for complementing their OBIEE semantic layer with user-friendly reporting tool that would allow end users to create ad hoc transactional reports from their Oracle Exadata-based enterprise data warehouse. In the OBIEE world, the role of the semantic layer is fulfilled by the Common Enterprise Information Model that encompasses data sources, metrics, calculations, definitions, and hierarchies. When users submit report queries, the Oracle BI Server compiles incoming requests and auto-generates native queries against the data sources plugged in the Common Enterprise Information Model. In theory, this “thin” implementation should work pretty well. In reality, several issues surface:

Performance
Any tool, either a reporting tool or semantic layer, that auto-generates queries should be highly suspect of performance issues. First, no matter how well the tool is designed, it’s unlikely that it would generate efficient queries in all cases. Second, because the tool sends the query to the underlying data source, the overall report performance is determined by how fast the data source crunches data. In this case, the organization was facing performance issues with data aggregation. To circumvent them, their BI developers have implemented summarized fact tables. Once the user reaches the lowest level of the summary fact table, OBIEE would allow the user to drill down to a chained table, such as the actual fact table. Needless to say, business users were complaining that analysis was limited to the dimensionality of the summarized fact table. Further, to avoid severe performance issues with historical reports, the BI developers have taken the “no big aggregations, no problem” approach by forcing a time filter on each request that touches the large fact tables. This effectively precluded historical analysis by year, quarter, etc.

Scalability
When a query involves multiple data source, OBIEE would send a query to each data source, load the data in memory, and then join the datasets together to find matching data. This also presents performance and scalability challenges. To solve performance and scalability issues with “thin” semantic layers and biggish data, organizations ultimately resort to expensive back-end MPP systems, such as Teradata or Netezza, which can parallelize data crunching and compensate for inefficient auto-generated queries. But this is a costly solution!

Common denominator
You’re limited you to a subset of supported features of the underlying data source. Such an architecture ultimately locks you in the data sources supported by the vendor. What happens when there is a new version of the data source that has some cool new features? Well, you need to wait until the vendor officially supports.

The big difference between Microsoft and other vendors in terms of semantic layer implementation is that by default both Multidimensional and Tabular store data on the server. This proprietary storage is designed for fast data crunching even with billions of rows. You pay a price for loading and refreshing the data but you enjoy great query performance with historical and trend reports. And, you get a great ROI because you may not need an expensive MPP appliance or excessive data maintenance. When sent to BISM, queries are served by BISM, and not by the RDBMS. No need for summarized tables and time filters. the new version and its extensions

As you know, the BI landscape is fast-moving and it might be overwhelming. If you have Software Assurance benefits, don’t forget that as a Microsoft Gold Partner and premier BI firm, Prologika can use your SA vouchers and work with you to help you plan and implement your BI initiatives, including:

• Analyze your current environment and determine a vision for a BI solution
• Define a plan to launch a BI reporting and analysis solution
• Upgrading or migrating to SQL Server 2012

Regards,

Teo Lachev
President and Owner
Prologika, LLC | Making Sense of Data
Microsoft Partner | Gold Business Intelligence

EVENTS & RESOURCES

Atlanta BI Group: Dimensional Modeling 101 by Julie Smith on September 30th presentation
Atlanta BI Group: Head-to-Head on Maps by Dave Tangren on October 28th
SQL Saturday Charlotte: Best Practices for Implementing Enterprise BI Solution presentation by Teo Lachev on October 19th

Implementing Dashboards

Many organizations are considering digital dashboards for a quick 1000-foot view of the company performance. In this newsletter, I’ll review at a high level the options available in the Microsoft BI Platform for implementing dashboards and discuss how they compare.

PerformancePoint Services

PerformancePoint Services has been the Microsoft’s premium tool for implementing dashboards and scorecards in the SharePoint environment. Geared toward BI pros, PerformancePoint allows you to assemble content from multiple data sources and display it in interactive web-based dashboard pages. The screenshot (click to enlarge) demonstrates a PerformancePoint-based dashboard that Prologika implemented for a document management company.

The Operational Scorecard by Month Scorecard displays a set of vital key performance indicators that are defined in an OLAP cube. The end user can filter the scorecard by month and territory, and SharePoint “remembers” the user selection. When the user selects a KPI row, the Operational Details Report Months section refreshes to show more context about that KPI. Moreover, the user can right-click a given cell of interest and initiate additional exploration. For example, the user can launch the Decomposition Tree to see how that value is contributed by other subject areas. The Show details menu drills through the cell and the Additional Actions menu allows the user to initiate a cube action (if defined in the cube). And, the user can change the report layout, such as switch from tabular to chart format, by using the Report Type menu. PerformancePoint requires SharePoint Server Enterprise Edition. It includes an authoring tool called Dashboard Designer which a BI pro can use to implement the dashboard.

Excel and Excel Services

If Excel pivot reports are sufficient to convey the dashboard message then look no further than Excel. You can connect Excel to an analytical layer, such as an OLAP cube or a Tabular model, and quickly assemble a dashboard consisting of PivotTable and PivotChart reports, such as this one.

Once the dashboard design is complete on the desktop, you can upload the Excel file to SharePoint to publish the dashboard and make it available to other users. Thanks to Excel Services, SharePoint will render the dashboard in HTML and preserve its interactive features. And, in SharePoint 2013, end users can update the dashboard, such as by adding new fields to the pivot reports. Excel Services is available in SharePoint Server Enterprise edition.

Power View

Starting with SQL Server 2012, you have yet another option to design dashboards in SharePoint environment. Although the primary focus of Power View is ad hoc reporting, it can be used to implement highly-interactive dashboards connected to an analytical layer (Analysis Services Tabular and soon Multidimensional models). And, because it’s very easy to use, it allows business users with no BI or reporting skills to take the dashboard implementation in their own hands.

With a mouse click, end users can switch between visualizations, such as switching between a tabular report to a pie chart. Visualizing geospatial information, such as sales by region, has never been easier thanks to integration with Bing maps. And, maps are interactive to allow you to drill down, such from country to city. Power View requires SharePoint Server Enterprise Edition.

Reporting Services

Finally, don’t rule out Reporting Services reports. Although lacking in interactivity, operational reports gain in extensibility and customization. Moreover, this is the only implementation option in the Microsoft BI stack that doesn’t necessarily require SharePoint although you can deploy reports to SharePoint Foundation or higher edition.

Summary

The following table summarizes the four dashboard implementation options.

Technology	Pros	Cons
PerformancePoint	Designed for scorecards and KPIs Supporting views Decomposition tree Customizable	BI pro-oriented No “wow” effect
Excel	Familiar pivot reports Easy to implement End-user oriented	Updatable views need SP13 No “wow” effect
Power View	Highly interactive Easy to implement End-user oriented	No extensibility No support for mobility Requires Silverlight
Reporting Services	Highly customizable Rich visualizations Doesn’t require SharePoint	Require SSRS skills Canned reports No “wow” effect

To learn more about dashboarding with Microsoft BI, attend my “Building Dashboards with the MS BI Stack” presentation for SQL Saturday in Atlanta on May 18th.

As you know, the BI landscape is fast-moving and it might be overwhelming. If you have Software Assurance benefits, don’t forget that as a Microsoft Gold Partner and premier BI firm, Prologika can use your SA vouchers and work with you to help you plan and implement your BI initiatives, including:

• Analyze your current environment and determine a vision for a BI solution
• Define a plan to launch a BI reporting and analysis solution
• Upgrading or migrating to SQL Server 2012

Regards,

Teo Lachev, MVP (SQL Server), MCSD, MCT, MCITP (BI)
Prologika, LLC | Making Sense of Data
Microsoft Partner | Gold Business Intelligence

Upcoming Events

SQL Saturday: Building Dashboards with the MS BI Stack with Teo Lachev on May 18th
Atlanta BI Group: Data Warehouse Design Good Practices by Carlos Rodrigues on March 25th
Atlanta BI Group: Tableau BI by Jen Underwood on April 29th