When it comes to Business Intelligence in SharePoint on-prem or the cloud, there are often too many choices (PowerBI, PowerQuery, SSRS 2012 or 2016, Excel Services and more). With a seemingly endless number of options to choose from, an hour session wouldn’t suffice. Thus, we’ll start with Self-Service BI capabilities using SharePoint and Excel, then dip our toes into SSRS. At September’s SPBreakfastSac, see self-service reporting in action and learn more about how you can approach reporting across multiple Excel Workbooks and SharePoint sites (lists and libraries) to create actionable BI Dashboards. Learn from Scott Roberts, a SharePoint Consultant at Kiefer Consulting, who has been there and done that. Let his shared experiences and valuable feedback pave the way for your next Business Intelligence endeavor! About the Speaker: Scott Roberts,Consultant at Kiefer Consulting MCSA; MCTS; MCP; CSM Scott Roberts has been in the IT Consulting industry since 2011 and has experience working with various State of California branches including Department of Health Care Services (DHCS), Franchise Tax Board (FTB), California Public Employees Retirement System (CalPERS), and California Department of Corrections and Rehabilitation (CDCR). Scott received his MCSA in 2015 and became a Certified Scrum Master (CSM) in 2016.

1. Self-Service Business
Intelligence with
SharePoint and Excel
Presented by Scott Roberts
Kiefer Consulting, Inc.
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2. “Good Morning, Meetup!”
Scott Roberts, Consultant
• IT Consulting industry since 2011
• Experience working with various State of California
branches including:
• Department of Health Care Services (DHCS)
• Franchise Tax Board (FTB)
• California Public Employees Retirement System
(CalPERS),
• California Department of Corrections and
Rehabilitation (CDCR)
• Certifications
• MCSA; MCTS; MCP; CSM
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3. What Is Business Intelligence (BI)?
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Dashboards
Charts
Key Performance Indicators
Data Surfacing
“Big Data”Data Modeling
Predictive Analysis
Statistics

4. The Formula
4
Data + Business Intelligence = Better Decisions

5. Project Management Features
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Scope
(features, functionality, quality)
Cost
(resources, budget)
Time
(schedule)

6. • Single source of truth for all project
metrics.
• Integration of all project management
capabilities and needs.
• Dashboards and Reports
• Current state
• Trending performance
Started with Robust Project Reporting

7. Challenge #1: The Ugly Workbook
We must use
THIS template.
We’ve ALWAYS used
this workbook. It’s
in the APPROVED
format.
How much did we
spend across all
projects on
advertising, printing
and mailing?
Oh boy.
hostshosts

8. Challenge #1: The Ugly Workbook
In Line SUMs
Multi-Row Headers
Merged Cells
Grouped and
Hidden Rows
Version History
Multi-Tab
Workbooks
Number of
Rows Not
Consistent

9. On the Positive Side
Consistent
Content Types
User Adoption
Program
We have SharePoint!
Source Workbooks in SharePoint Libraries
Solid Site
Structures

10. Challenge #1: Getting Good Data
EXCEL DATA TABULAR DATA
• Define Taxonomy
• Metadata
• Headers
• Columns
• Key Values
• Field Definition
DATA
MODELING
INFORMATION
ARCHITECTURE

11. What tools should we use?
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Gartner Magic Quadrant for Business
Intelligence and Analytics Platforms
February 2016, Microsoft placed furthest
in vision within the Leaders quadrant.
“…current execution and robust roadmap
solidifies its position as a future market
leader, protecting the investment of
today’s buyers.”

12. Power Soup
Family of Products Built on Shared Engines
Power Query
Power View
Power Pivot
PowerBI.com
Power BI Desktop
Power Map
Power______ family of products

13. Business Intelligence in Excel
Power Query
• Query data
• Clean data
• “M” Language
Power Pivot
• Model tables
• View in pivot tables / charts
• DAX Formulas
Power View / Power
Map
• “Prettier” visualizations
• Mapping capabilities
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Discover & Combine Model & Analyze Discover & Combine

14. PowerBI: Desktop vs. Online
Consume
Desktop

15. Power BI Technologies & Tools History
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16. The first taste of Power Soup
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Demo
Power
Query

17. Challenge Solved: The Ugly Workbook
Thanks.
How about materials
testing?
Total Cost by Phase?
We’ve spent
$1,003.48 on
advertising, printing
and mailing across
all projects.

18. No Problem!
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19. But what about if I want….?
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A report on
contingency
?
Hmmmm…
Or project
schedules?

20. A Quick Definition
Construction Contingency:
con·struc·tion con·tin·gen·cy
[kənˈstrəkSH(ə)n] [kənˈtinjənsē]
• A contingency is a predetermined amount or
percentage of the contract held for
unpredictable changes in the project.
• Contingency is a helpful risk management
tool that financially prepares owners for
addressing risk within the project.
• For the PMP and IT folks in the room – this is
really about scope and risk management
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21. Challenge #2: Broken Macro Workbook
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How to solve:
 5 Lists in SharePoint
 9 SSRS Reports
 Project Dashboards
 Program Rollup
Multi-Row Headers
Version History
Merged Cells 2003 VBA Macro
Print Formatting
Silver Tsunami (expert retired)

22. More Power Soup!
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Demo

23. Ta-Da!!
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24. Project Management Solution
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Now has Program
Management
Features!
Scope
(features, functionality, quality)
Cost
(resources, budget)
Time
(schedule)

25. Highlight of my Week
Look what I
made!

26. Next Steps
• Deeper Dive into Power BI and SSRS 2016 Capabilities
• My Blog
• Use State Contract and Procurement Registration (SCPRS) Data
• Aggregate and Report Contract Awards over the last 5 years
• Show you these tips, tricks and coding samples
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27. Questions &
Answers
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