Reporting and Analysis With Microsoft Office

1. Reporting and Analysis With Microsoft Office

2. Reporting and Analysis Data Warehouse OLAP Business User Reporting & Analysis

3. Understand Reporting and Analysis Needs Mining Complexity Specialists Analytics Some Users Ad Hoc Reporting All Users Standard Reporting User Base

4. Decision Points for Front End Tools • Ad Hoc Analysis Features • Slicing / dicing • Pivoting and nesting • Creating calculations on the fly • Write back • Reporting Features • Pre-built report templates • Conditional formatting • Exception reporting • Charting capabilities

5. Decision Points for Front End Tools • Usability • Ease of use – out of the box • Training requirements (user community) • Scalability / Deployability • Zero footprint • Tradeoffs between range of functionality and ease of deployability • Manageability / Administration • Historical report instances • Security for each community • Customization • Create guided user experiences • Extend functionality

6. Microsoft Office – BI Tools • BI Reporting and Analysis • Excel XP • Office Web Components (OWC) • Data Analyzer • BI Collaboration • Sharepoint Portal

7. Microsoft Office – BI Tools • BI Reporting and Analysis • Excel XP • Office Web Components (OWC) • Data Analyzer • BI Collaboration • Sharepoint Portal

8. Excel for Business Intelligence • Excel Provides a Familiar Interface for Data Analysis • OLAP PivotTables and PivotCharts Allow Access to Large Data Sets • Offline Cube Files Allow Analysis When Disconnected from the Network

9. Benefits of Excel - PivotTables and PivotCharts • Easy to Use Interface for Ad-Hoc Analysis - Drilling, Slicing, Dicing • Access to Traditional Excel Reporting Features • Ability to Publish PivotTables and PivotCharts as Web Pages • Interface to Create Local Cubes • Programmatic Support • Drill through • Actions • Server Side Formatting – Background Color

10. Office Web Components for Business Intelligence • OWC Delivers PivotTable and PivotChart Functionality to Web • OWC Facilitates Flexible, Customizable Solutions

11. Benefits of OWC • Enhanced Browsing • Ability to Skip Levels of Dimensions • Advanced Charting • Multi Charts • Data Series • Pivot Charts With or Without Pivot Tables • Customized End User Experience • Embeddable

12. Office Improvements with XP • Calculated Members in Non-Measures Dimensions • All Member Required • Display Features • Ability to Order Members • Support for Visual Totals • Member Properties • Multi Select Page Fields • GETPIVOTDATA Function

13. Data Analyzer for Business Intelligence • Data Analyzer Adds Rich Visualization and Analysis Capabilities • Integration with Excel Facilitates Exploration Before In-Depth Analysis • Full Support for OLAP features in Analysis Services

14. Benefits of Data Analyzer • Good for Both Dashboard Reporting and In Depth Analysis • Color and Bars Provide Strong Visualization Across Measures and Dimensions • Customizable Color Scale • Integration with Analysis Services • Integration with Office • Advanced Filtering

15. Document Storage Systems • How does a document storage system relate to BI Solutions? • Key components of a document storage system: • Organization • Approval Process • Notification • Security • Collaboration

16. Workspace Dashboard Site • Document Management Workspace • Web Parts • Reusable content • Document library • Management tools • Category structure • Dashboard site content • Searchable index • Search Workspace • Index Workspace Introduction to SharePoint Portal Server