1 / 20

Required Slide

Required Slide. Required Slide. SESSION CODE: BIP07-INT. Financial Services Case Study Using the Microsoft BI Platform to Solve an Industry Wide Challenge - Data Integration & Consolidation for Self Service BI and Reporting in Near Real Time. Udaya Hegde Director Proviz Inc.

sylvie
Download Presentation

Required Slide

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Required Slide

  2. Required Slide SESSION CODE: BIP07-INT Financial Services Case StudyUsing the Microsoft BI Platform to Solve an Industry Wide Challenge - Data Integration & Consolidation for Self Service BI and Reporting in Near Real Time Udaya Hegde Director Proviz Inc.

  3. Business Expertise Collaboration Enterprise Content Management Database Consolidation Business Intelligence Cloud Computing Systems Integration Applications Development User Experience Multi channel communications Applications Compatibility PROVIZ INC Headquarters in Princeton, NJ Established 1997 PROVIZ

  4. SESSION OBJECTIVES • Implementation perspective • Value Proposition • SharePoint 2010, PowerPivot and SQL BI • Best practices and limitations

  5. Scenario http://provizinc.com/solutions/microsoft-solutions-for-financial-services/xl-irm-demo/ Market Exposure is proportion of money invested in a specific segment For e.g.: If you have stock worth $1000, Market Exposure is $1000 VIDEO

  6. REALITY CHECK

  7. PROJECT PROFILE

  8. DATA INTEGRATION SQL Integration Services Architecture REPORTS ANALYSIS TOOLS PORTAL & PRESENTATION SharePoint 2010 SQL 2008R2Reporting Manager Ad-hoc Analysis Tools e.g.: PowerPivot and Excel Performance Point & DAX SQL Report Builder Excel 2010 Plug-in SilverLight & .Net4.0 APPLICATION SERVICES AND WORKFLOWS SECURITY SharePoint Excel Services SQL Analysis Services WCF Data Services User Authorization Components (SSO) DATA SERVICES CALCULATORS REPOSITORY Market Exposure Calculation Staging Warehouse NAV Calculation SQL SERVER 2008 R2

  9. SharePoint Performance Point Services Dashboards DEMO #1

  10. Demo #1 - Key Take AwayEnd User Benefits • Integrated SharePoint and PerformancePoint Services • Dashboard Designer • Decomposition Tree • Report Viewer Web Parts • Self-Service 2010 SharePoint Business Intelligence Platform helps unleash full potential of an existing EDW that organizations have invested millions in

  11. EDW LIMITATIONS • Extract Transform Load • EDW doesn’t solve the issue of ad-hoc analysis unless data is “ETL”ed • On-Demand Data Analysis • EDW typically is not a real-time system as the data volume poses a challenge for near-real time ETL/Cube Processing • Challenging Quick Turn Around • EDW enhancements are not a quick turn-around activity. It takes several weeks and standardized release cycles to make modifications to EDW schema • Stability and Control • EDW supports controlled data access via well defined interfaces. Financial analysts typically spend 30% of their time in data gathering activities

  12. ANALYST • Market is Extremely Volatile This Morning, Need to Check Latest Exposure to Greece • Need to Create a Report for Executive Meeting this Afternoon • EDW has Yesterday’s Positions But Not Latest Market Price • Even if I am Able to Get the Latest Price in my Spreadsheet, How do I apply to Yesterday’s Positions How Do I Perform On-demand Analysis Leveraging New Self-Service Tools

  13. Aggregating data from the Organization’s EDW and market Feeds using PowerPivot DEMO #2

  14. ANALYST SUCCESS! I am able to gather previous day position data from EDW and apply Real-time pricing and other information from Market data provider such as Bloomberg/Thomson Reuters. Using DAX features I am able to join disparate data and create Charts and Graphs.

  15. Publish PowerPivot to SharePoint DEMO #3

  16. SUMMARYEnd User Benefits • Quick Turnaround to Business Changes • Empowering Business Users • Context-based Access for External Users • Leveraging Core Investment • Rich and Dynamic Reporting • Integrated Development Environment

  17. Required Slide Resources Learning • Sessions On-Demand & Community • Microsoft Certification & Training Resources www.microsoft.com/teched www.microsoft.com/learning • Resources for IT Professionals • Resources for Developers • http://microsoft.com/technet • http://microsoft.com/msdn

  18. Required Slide Speakers, please list the Breakout Sessions, Interactive Sessions, Labs and Demo Stations that are related to your session. Related Content • BIU302 Enriching Microsoft PowerPivot for Microsoft Excel Applications Using DAX (Data Analysis Expressions) • BIU06-INT Microsoft Excel and Excel Services 2010: Top 10 Things You Need to Know for Business Intelligence • BIU201 Building Sophisticated BI Applications Using Microsoft PowerPivot for Microsoft Excel • BIU203 Delivering Self-Service BI in Your Organization Using Microsoft Excel, Excel Services, and Microsoft PowerPivot • BIO04-INT Deep Dive on Time Intelligence with PerformancePoint Services • BIE303 Deploying and Managing PowerPivot for SharePoint 2010 • BIE401 Deep Dive on PowerPivot Technologies

  19. Required Slide Complete an evaluation on CommNet and enter to win!

  20. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

More Related