This document discusses business intelligence (BI) solutions for Office 365. It begins by outlining the requirements for BI in Office 365, then describes several BI solutions including PerformancePoint Services, Visio Services, Power BI, Excel Services, and SQL Server Reporting Services. It focuses on self-service BI with Excel 2013 and Power BI for Office 365, providing demos of their features. Finally, it concludes by comparing Excel, advanced Excel BI, Excel Services, and Power BI for Office 365 and their uses.
6. BI Solutions for Office 365
PerformancePoint Services
Visio Services
Power BI
Power BI for Office 365, a new
experience for Power BI,
currently offered as a Public
Preview
Business Connectivity Services
See more SharePoint Online Service Description
https://technet.microsoft.com/en-us/library/sharepoint-online-service-description.aspx
Excel Services
Business Connectivity Services
Power View
SQL Server Reporting Service
(SSRS)
Visio Services
Excel Services
Power View
BCS BCS
7. BI Solutions for Office 365
Self-service business intelligence and analytics with Excel and the power of the cloud
10. Power BI for Office 365
Self-service business intelligence with familiar Excel and the power of the cloud
Try Power BI for Office 365 at www.powerbi.com
11. Power BI for Office 365
Power BI - the new experience
Dashboards
Reports
Datasets
12. Power BI for Office 365
Power BI - Tools
Power
Query
Power BI
Designer
Power BI
mobile app
15. Share & Collaborate with Power BI for Office 365
Power BI for
Office 365
Data Management Gateway
Installed on-premises
Workbook
Power BI for Office 365
20. Conclusion
FEATURE
•Excel enables you to to
analyze and explore data in
interactive views, such as
charts and tables. You can
use Excel to create and
share interactive reports,
scorecards, and
dashboards.
USE WHEN…
•View, sort, and organize
small to medium datasets
in spreadsheets
•Create charts and tables
quickly and easily with
time-saving features
•Create interactive
dashboards that include
slicers and timeline
controls
KEY CONSIDERATIONS
•Ideal for small to medium
data sets (up to a million
records)
•Connects to a wide range
of data sources.
•Lots of basic BI features
built in
Excel
ADVANCED
EXCEL BI
FEATURE
•Power Query, Power Pivot,
Power View, and Power
Map enable you to find
and bring together data
from a variety of sources
and create powerful,
interactive views and
mashups in Excel.
USE WHEN…
•Increase your reporting
capabilities in Excel
•Discover, combine, &
refine data (Power Query)
•Create a Data Model and
define hierarchies and KPIs
(Power Pivot)
•Create interactive views,
mashups, and reports
(Power View)
•Create three-dimensional,
geospatial views (Power
Map)
KEY CONSIDERATIONS
•Requires Excel 2013
(available in Office 365
ProPlus, Office 2013
Professional Plus, or the
standalone edition)
•Power Pivot supports
millions of records
•Power Map views are not
yet supported in a browser
window
21. Conclusion
FEATURE
•Excel Services enables you
to view, interact with, and
refresh workbooks in a
browser window.
USE WHEN…
•Share centrally managed
workbooks that are
published to SharePoint
•View and explore
workbooks in a browser
window similar to using
the Excel client
•Display Excel content in
SharePoint sites
KEY CONSIDERATIONS
•On premises, requires
SharePoint Server 2013
•In the cloud, requires
SharePoint Online (Plan 2)
•Data refresh requires
Secure Store or Kerberos
constrained delegation
•Supports Effective User
authentication for Analysis
Services data cubes
EXCEL
SERVICES
POWER BI
FOR O365
FEATURE
•Power BI for Office 365
extends your business
intelligence capabilities in
the cloud.
USE WHEN…
• Set up scheduled data refresh
for workbooks
• View and use larger workbooks
(up to 250 MB) in Power BI sites
on Power BI for Office 365
• Use natural language queries to
find and explore data using
Power BI Q&A
• Share and manage queries and
data sources
• Access on-premises data from
the cloud
• Download the Power BI
Windows Store App to view
workbook content on Windows
tablets
KEY CONSIDERATIONS
•Available by subscription as
an add-on or standalone
service in the cloud. (Not
available on premises)
•Provides an infrastructure
to set up connections to on
-premises data
Editor's Notes
Key Point: Tell the story of how BI has evolved over the past 10 years and highlight the key challenges IT faces with BI tools and deployment today.
Talking Points:
If you think about the evolution of BI over the past 10 years, it started out fairly simply with IT primarily aiming to (click)
Consolidate and connect to existing data sources
Stage that data for reporting and analysis(click)
And then provision it out via reports, dashboards or cubes to users (click)
However, today the line between producers and consumers is being blurred, end users in addition to the IT are creating BI content; today users expect to be able to do their own analysis and create their own reports. The two most common ways for end users to do this has been to use Excel spreadsheets and a wide array of specialized tools for analysis and reporting. (click)
In creating their own BI solutions, end users have effectively found ways to get data directly from various data sources and by-passed the formal IT solutions, making it challenging for IT to control, monitor and manage these BI solutions being used within organizations. (click)
Transition:
So how do you balance the need for end users to have agility and access to information to building BI solutions while continuing to maintain control and governance of the data?
Key Point:
Position Microsoft Business Intelligence as the only solution in the market that enables both end user agility through Self Service BI while continuing to provide IT with control and visibility of end user created assets as part of the Corporate IT driven BI solutions.
Slide Storyboard:
In the industry there are two groups of BI vendors. On the ‘Corporate BI’ side of the spectrum, we have vendors like Oracle, IBM and SAP through their recent acquisitions that now provide capabilities to connect to existing data sources, clean & stage that information out to eventually enable analysis, reporting and dashboards. For ‘Self-Service’, we have recently seen several niche start-ups that now cater to this growing need to do more with minimal interaction with IT. In order to bridge the corporate and self-service BI gap, organizations need capabilities that support both the needs of IT as well as End users. (Click)
Microsoft is the only vendor that has been deeply focused on solving for both the needs of the IT Professional with products such as SQL Server and SharePoint as well as the needs of End Users with the Office productivity tools, primarily Excel.
A complete approach to BI requires:
1. Provision: Providing IT with the tools to connect, clean, provision and stage the data for reporting or analysis
2. Empower: Providing end users with access to both internal and external data sources; making it easier for users to discover data through new provisioning techniques such as data search; and the ability to merge and analyze the data in a familiar environment like Excel.
3. Manage: Enabling IT to monitor end user content and actions and act accordingly based on usage and resource utilization needs.