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Leveraging the Microsoft BI
Toolset to Monitor Performance
Dan English
Business Intelligence Consultant
Superior Consulting Services, LLC
denglish@teamscs.com
Speaker Background
• Developing with Microsoft technologies for over 12 years
• Over 5 years experience with Data Warehousing and Business
Intelligence
• Architect and develop dashboard solutions for enterprise reporting and
monitoring
• Experienced in ETL and Analysis Services development, requirements
gathering, and data modeling
• Microsoft SQL Server MVP, Microsoft Certified IT Professional (MCITP),
and Microsoft Certified Technology Specialist (MCTS)
• PASSMN 2009/2010 – Executive Board Chair (President)
• Twitter – http://twitter.com/denglishbi
• Vimeo Videos - http://vimeo.com/user3952239/videos
Dan English
http://denglishbi.wordpress.com
SCS Background
• Founded in 1997, SCS is a technical consulting
firm focused exclusively on Microsoft
technologies to provide custom solutions
• Headquartered in Burnsville, MN
• Microsoft Gold Certified Partner
• Provide solutions in the areas of Business
Intelligence, Reporting, Application Development,
Networking, SharePoint, and Special Projects
• Our Methodology: "The Superior Way"
Session Outline
• Microsoft Business Intelligence Overview
• Where to Start?
• Understanding the Options
• Demos
• What’s new?
• Questions
Quick Audience Poll
 How many SQL/BI Developers? SharePoint
Developers? Business Users?
 How many are using Excel, Access, or
Reporting Services for information delivery?
 How many are currently using dashboards or
portals?
 How about PerformancePoint?
Microsoft’s BI Vision
Complete and integrated
BI and Performance
Management offering
Agile products that adapt to
how you need the information
Built on a trusted part
of your IT backbone
Improving organizations by
providing business insights to
all employees leading to better,
faster, more relevant decisions
Microsoft Business Intelligence Overview
Business User Experience
•Analysis Services
•Reporting Services
•Integration Services
•Master Data Services
•Data Mining
•Data Warehousing
•Dashboards & Scorecards
•Excel Services
•Web based forms & workflow
•Collaboration
•Search
•Content Management
•LOB data integration
•Self-Service access & insight
•Data exploration & analysis
•Predictive analysis
•Data visualization
•Contextual visualization
Business Collaboration Platform
Data Infrastructure & BI Platform
Are you confused yet?
Do you want this?
Microsoft BI Delivery
Components
Reporting Services
•Operational
•Master / Detail
•Comparative
•Performance
•Ad-hoc (Report
Builder)
•Dashboards
Excel
•End-user client
•Tabular
•Ad-hoc analysis
•Charts
•Macros / VBA /
VSTA
PerformancePoint
•KPIs / Scorecards
•Analytical Reports
•Filtering
•Dashboards
•Interactive
•SharePoint
Enterprise
Reporting Services and Excel
Reach more desktops
Access to SSAS cubes directly through Excel
Predictive analysis through Excel
Report rendering directly in Word and Excel
Extend SharePoint with rich reporting
Combine collaboration and workflow capabilities with
managed reporting
Centralized publishing, viewing, management, and
delivery of reports through SharePoint
Accelerate performance management
Access to thin analytical client for rich data exploration
Closed loop analysis tied to performance monitoring
and planning
Report Builder
Intuitive, Office-optimized authoring environment for Business
users
New enhanced version of Report Builder
Extended reach of Reporting Services
Intuitive design interface
Combine business users friendly semantic layer with support
for direct SQL access
Ability to customize reports regardless
of initial design location
Seamless modification of data fields
and chart types
Support for:
Relational and multidimensional data
Multiple data sources
Multiple regions
REPORTING SERVICES AND EXCEL
Demo
Reporting Services Demo
Screenshots
Excel Demo Screenshot
PerformancePoint Server
Monitor
What happened?
What is happening?
Analyze
Why did
it happen?
Plan
What will happen?
What do I want to
happen?
Strategy
PerformancePoint Highlights
• Dashboards
− Dashboard Designer
− Filters
• New Report Types
− Thin, Interactive OLAP Charts
− Thin, Interactive OLAP Grids
− Strategy Maps
− Excel Services
• New Scorecard Capabilities
− Import Analysis Services KPIs
− Export to Excel from Dashboards
• New Data Sources
− Excel 2007
− Excel Services
− SharePoint lists
• Enhanced User Experience
− Bulk Editing
− Analytic View Designer
− Time Intelligence
• Extensibility
PerformancePoint Analytical
Charts
Key Capabilities
• Drill Up/Down
• Drill Down To (Cross Drill)
• Expand/Collapse
• Pivot
• Smart sizing
• Show Details (Drill to Detail)
• Tooltips for data points
• Show chart data in a grid
• Export to Excel or
PowerPoint
• Show in New Window
• AJAX technology
Dashboard Designer
Key Capabilities
• Add multiple item types
• Scorecards
• Charts
• Grids
• Strategy Maps
• Other Reports
• Drag and drop items to
canvas
• Coordinate views with filters
• Use flexible zone layouts
• Deploy to SharePoint
PERFORMANCEPOINT
Demo
Dashboard Designer Demo
Screenshot
SharePoint Dashboard
Screenshot
2010 New BI Items
• Reporting Services 2008 R2 Enhancements
– New Visualizations – map, sparkline, indicator, data bar
– Report Parts
– Shared Datasets
– Report Builder 3.0
• Excel 2010
– New Visualizations – sparkline, slicer
• PerformancePoint Services 2010
– Fully embedded in SharePoint 2010
– Decomposition Tree
• PowerPivot for Excel & SharePoint 2010
2010 New BI Screenshots
Self-service analysis
delivered thru Excel
2010
Work with massive
amounts of data
PowerPivot Monitoring
Central Administration
• Server Health
• Avg Instance CPU
• Avg Instance Memory
• Query Response Time
• Activity
• Performance
• Historical Utilization
• Users vs Queries
• Usage monitoring
• # of Users
• # of Queries
• Size of workbook
Resources
• Microsoft BI Site
• http://www.microsoft.com/bi/
• PerformancePoint Server 2007 training courses
• http://office.microsoft.com/en-us/training/HA103523901033.aspx
• Up to Speed with PerformancePoint Dashboard Designer
• http://office2010.microsoft.com/en-us/dashboard-designer-help/up-to-speed-with-performancepoint-dashboard-
designer-HA101818158.aspx
• PerformancePoint Team Blog
• http://blogs.msdn.com/performancepoint/default.aspx
• Channel9 MSDN BI Screencasts
• http://channel9.msdn.com/Showforum.aspx?forumid=38&tagid=277
• SQL Server Best Practices
• http://msdn.microsoft.com/en-us/sqlserver/bb671432.aspx
• Microsoft Virtual Labs (TechNet and MSDN)
• http://www.microsoft.com/events/vlabs/default.mspx
QUESTIONS
THANK YOU!
INFO@TEAMSCS.COM

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Leveraging Microsoft BI Toolset to Monitor Performance

  • 1. Leveraging the Microsoft BI Toolset to Monitor Performance Dan English Business Intelligence Consultant Superior Consulting Services, LLC denglish@teamscs.com
  • 2. Speaker Background • Developing with Microsoft technologies for over 12 years • Over 5 years experience with Data Warehousing and Business Intelligence • Architect and develop dashboard solutions for enterprise reporting and monitoring • Experienced in ETL and Analysis Services development, requirements gathering, and data modeling • Microsoft SQL Server MVP, Microsoft Certified IT Professional (MCITP), and Microsoft Certified Technology Specialist (MCTS) • PASSMN 2009/2010 – Executive Board Chair (President) • Twitter – http://twitter.com/denglishbi • Vimeo Videos - http://vimeo.com/user3952239/videos Dan English http://denglishbi.wordpress.com
  • 3. SCS Background • Founded in 1997, SCS is a technical consulting firm focused exclusively on Microsoft technologies to provide custom solutions • Headquartered in Burnsville, MN • Microsoft Gold Certified Partner • Provide solutions in the areas of Business Intelligence, Reporting, Application Development, Networking, SharePoint, and Special Projects • Our Methodology: "The Superior Way"
  • 4. Session Outline • Microsoft Business Intelligence Overview • Where to Start? • Understanding the Options • Demos • What’s new? • Questions
  • 5. Quick Audience Poll  How many SQL/BI Developers? SharePoint Developers? Business Users?  How many are using Excel, Access, or Reporting Services for information delivery?  How many are currently using dashboards or portals?  How about PerformancePoint?
  • 6. Microsoft’s BI Vision Complete and integrated BI and Performance Management offering Agile products that adapt to how you need the information Built on a trusted part of your IT backbone Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions
  • 7. Microsoft Business Intelligence Overview Business User Experience •Analysis Services •Reporting Services •Integration Services •Master Data Services •Data Mining •Data Warehousing •Dashboards & Scorecards •Excel Services •Web based forms & workflow •Collaboration •Search •Content Management •LOB data integration •Self-Service access & insight •Data exploration & analysis •Predictive analysis •Data visualization •Contextual visualization Business Collaboration Platform Data Infrastructure & BI Platform
  • 9. Do you want this?
  • 10. Microsoft BI Delivery Components Reporting Services •Operational •Master / Detail •Comparative •Performance •Ad-hoc (Report Builder) •Dashboards Excel •End-user client •Tabular •Ad-hoc analysis •Charts •Macros / VBA / VSTA PerformancePoint •KPIs / Scorecards •Analytical Reports •Filtering •Dashboards •Interactive •SharePoint Enterprise
  • 11. Reporting Services and Excel Reach more desktops Access to SSAS cubes directly through Excel Predictive analysis through Excel Report rendering directly in Word and Excel Extend SharePoint with rich reporting Combine collaboration and workflow capabilities with managed reporting Centralized publishing, viewing, management, and delivery of reports through SharePoint Accelerate performance management Access to thin analytical client for rich data exploration Closed loop analysis tied to performance monitoring and planning
  • 12. Report Builder Intuitive, Office-optimized authoring environment for Business users New enhanced version of Report Builder Extended reach of Reporting Services Intuitive design interface Combine business users friendly semantic layer with support for direct SQL access Ability to customize reports regardless of initial design location Seamless modification of data fields and chart types Support for: Relational and multidimensional data Multiple data sources Multiple regions
  • 16. PerformancePoint Server Monitor What happened? What is happening? Analyze Why did it happen? Plan What will happen? What do I want to happen? Strategy
  • 17. PerformancePoint Highlights • Dashboards − Dashboard Designer − Filters • New Report Types − Thin, Interactive OLAP Charts − Thin, Interactive OLAP Grids − Strategy Maps − Excel Services • New Scorecard Capabilities − Import Analysis Services KPIs − Export to Excel from Dashboards • New Data Sources − Excel 2007 − Excel Services − SharePoint lists • Enhanced User Experience − Bulk Editing − Analytic View Designer − Time Intelligence • Extensibility
  • 18. PerformancePoint Analytical Charts Key Capabilities • Drill Up/Down • Drill Down To (Cross Drill) • Expand/Collapse • Pivot • Smart sizing • Show Details (Drill to Detail) • Tooltips for data points • Show chart data in a grid • Export to Excel or PowerPoint • Show in New Window • AJAX technology
  • 19. Dashboard Designer Key Capabilities • Add multiple item types • Scorecards • Charts • Grids • Strategy Maps • Other Reports • Drag and drop items to canvas • Coordinate views with filters • Use flexible zone layouts • Deploy to SharePoint
  • 23. 2010 New BI Items • Reporting Services 2008 R2 Enhancements – New Visualizations – map, sparkline, indicator, data bar – Report Parts – Shared Datasets – Report Builder 3.0 • Excel 2010 – New Visualizations – sparkline, slicer • PerformancePoint Services 2010 – Fully embedded in SharePoint 2010 – Decomposition Tree • PowerPivot for Excel & SharePoint 2010
  • 24. 2010 New BI Screenshots
  • 25. Self-service analysis delivered thru Excel 2010 Work with massive amounts of data
  • 26. PowerPivot Monitoring Central Administration • Server Health • Avg Instance CPU • Avg Instance Memory • Query Response Time • Activity • Performance • Historical Utilization • Users vs Queries • Usage monitoring • # of Users • # of Queries • Size of workbook
  • 27. Resources • Microsoft BI Site • http://www.microsoft.com/bi/ • PerformancePoint Server 2007 training courses • http://office.microsoft.com/en-us/training/HA103523901033.aspx • Up to Speed with PerformancePoint Dashboard Designer • http://office2010.microsoft.com/en-us/dashboard-designer-help/up-to-speed-with-performancepoint-dashboard- designer-HA101818158.aspx • PerformancePoint Team Blog • http://blogs.msdn.com/performancepoint/default.aspx • Channel9 MSDN BI Screencasts • http://channel9.msdn.com/Showforum.aspx?forumid=38&tagid=277 • SQL Server Best Practices • http://msdn.microsoft.com/en-us/sqlserver/bb671432.aspx • Microsoft Virtual Labs (TechNet and MSDN) • http://www.microsoft.com/events/vlabs/default.mspx