mounho - june 30 345 -microsoft bi

8/11/2019 Mounho - June 30 345 -Microsoft BI

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June 2014

Sandia National Laboratories is a multi-program laboratory managed and operated by Sandia Corporation, a wholly owned subsidiary of LockheedMartin Corporation, for the U.S. Department of Energy’s National Nuclear Security Administration under contract DE-AC04-94AL85000.

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Sandia National Laboratories is a multi-program laboratory managed and operated by Sandia Corporation, a wholly owned subsidiary of LockheedMartin Corporation, for the U.S. Department of Energy’s National Nuclear Security Administration under contract DE-AC04-94AL85000.

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between photos and header

June 2014

Interactive Financial Business Intelligence System (John Mounho)

Workbox

Solution

(Duane

Garrison)

John Mounho, Financial Reporting and Planning Systems

Duane Garrison, Enterprise ES&H and Corporate Governance Systems



June 2014

Microsoft BI System Implementation

Problem—Improve on existing, end‐of ‐life, financial reporting

system that is several years beyond vendor support.

Strategy:

Innovative

self ‐

service

analytic

capabilities

in

Familiar MS tools already known and used by our line customers

Full dynamic drill down to content

Technically – Sustainable, Repeatable and Scalable

Agile to support urgent needs of SNL’s missions that

Enables tailored line analyses and reporting for complex Sandia’s

diverse set of mission requirements,

Utilizes SSAS

and

PowerPivot

so

that

users

can

tailor

content

to

their

needs by developing user‐defined, refreshable content.

Less time spent compiling data equals more time for Analysis.

Solution subject

for

Microsoft

Case

Study

2



June 2014

Financial Reporting and Analytics System Overview

OLTP

Databases

RelationalWarehouse

Extract, Transform, Load

• Normalized• May contain only recent data• Used for transactions

• Star Schema• Contains all historical data• Used for analysis

• Dynamic & interactive standardcontent designed for the masses

• Single source of truth• Point-In-Time Snapshots for

archive history

FRS DataWarehouse

Dynamic, Interactive, andSnapshot Reports

Oracle ERP,PeopleSoft,etc.

• Sourced from standard SSRSreports that ensure data integrity

• Enables end-users to build tailored,refreshable local data models

• Lowest-level detail possible

Reusable, TailoredContent and Analysis

PowerPivotAnalysis

OLAPCube

• Summary level, pre-aggregateddata model to enable analysis of

large data sets.• Very popular among project/

program analysts

Analytic ReportingCapability (ARC)

SSAS (“access to the data”)Reportville (SSRS) Excel Power Pivot

3



June 2014

SSRS and SharePoint (Reportville)Reportville provides standard reporting that is geared to the

masses—success factors include:

Pre‐generation of most widely used reports—Speed is the key; the

data‐

driven

subscription

feature

is

utilized

to

pre‐

generate

key

reports as PDF files. Also, provides reliable history.

Dynamic content—Used for remainder of standard reporting

portfolio

where

speed

is

not

an

issue.

Provides drillable reporting to further levels of detail

Provides ‘drill through’ access to information stored in other systems

Layer of redundancy to PDFs.

Provides single source of truth—Self ‐service content highly reliant

on this layer to validate user developed reports/models.

Intuitive—No training

necessary.

4


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SSAS (ARC‐Analytical Reporting Capability)Provides end‐user access to almost all summary level financial

information for self ‐service reporting

Tailorable reporting and analytics—Very popular tool that enables

end‐users to provide ‘build once and refresh’ reporting and

analyses tailored

to

specific

project

and

program

requirements.

Self ‐service—End users fulfill their own needs without having to

rely on IT (IT can now focus on work with broader impact)

Empower your

super

‐users—We

worked

with

our

financial

analyst

super‐users to developer a ‘User Blog’ where expert end‐users

share innovative ideas with each other.

Trying to establish new ‘power from sharing’ culture vs.

hoarding of knowledge.

Bottom Line—Build a tabular model/cube if you don’t already

have one; you’ll tap into previously underutilized capabilities of

your

top

business

analysts

that

will

serve

your

organization

well.

6



PowerPivot Solutions

What is

PowerPivot—PowerPivot

is

a feature

of

Excel

that

enable users to build client side, refreshable data models

that can be posted to SharePoint for wider use.

Detail

level

reporting—Powerful

alternative

to

cubes

for

tailorable reporting and analytics at the detail level.

Build Once and Refresh—Similar to SSAS, no more download,

build report

and

repeat

each

month,

etc.

User Defined Objects—End users can define formulas using

DAX that become part of their refreshable model.

Sources

for

PowerPivot—

We provide SSRS reports that are designed for use with PowerPivot (e.g.

no formats; fields defined, etc.).

Users can use SSAS model as data sources

User can

use

spreadsheets

to

incorporate

local

data

into

their

models.

7



SSAS and PowerPivot‐Lessons Learned

Tabular model

vs.

Cube—Try

to

fulfill

requirements

with

tabular model first. See next slide for Tabular vs. Multi‐dimensional considerations

Powerful but not Intuitive—Training is necessary

Once

established,

consider

‘train

‐the

‐trainer’

approach

with

users.

Brittle—PowerPivot can frustrate end users, so expect an initial

support load.

Great Ad

‐hoc

tool,

but

avoid

developing

core

reports

with

PowerPivot.

Upgrades/Changes—Changes can break reports created by

users. Difficult to phase out deprecated SSAS reporting objects.

Use generic names for source reports used for PowerPivot

models; otherwise, report name changes break user‐defined

PowerPivot models.

8



Tabular vs. Multi‐dimensional Considerations

9

Tabular Solutions Multidimensional Solutions (e.g. cube)

Faster to market (design, test, deploy) Increased skillset, testing, time to market

No “off-ramp” capability to detailedreports

“Off-ramp” capability to external report detail,web pages, drill-through

No linked objects/dimension Reuse of dimensional objects across cubes vialinking

No many-to-many object relationships Complex relationships capable

Single-file model solution not

compatible with multi-developerdevelopment

Compatible with multi-developer configuration

management environments

DAX for query development (low-moderate skill set)

MDX for query development (advanced skill set)

Usable as a source for Power View

reporting

Not compatible with Power View

Dimensional properties not available inclient tools

Dimensional properties accessible in client tools

Code workaround necessary for role-playing dimensions

Direct support for role-playing dimensions



Reportville (SSRS and SharePoint)

10



Demo Screen Shots—ARCSelf ‐service access directly from Excel to 180+ dimensions and measures

11



User Developed Content W/ ARC

12



Demo Screen Shots—Power PivotUser defined models can contain information from several disparate data sources combined in a single model

13


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Workbox Solution

Duane Garrison

Enterprise, ES&H and Corporate Governance Systems



Workbox Monitors Many Applications

17

Currently Being Monitored

Expense Report

Purchase Order

Training Accountability System

Tuition Aid

Personal Conflict of Interest

Performance Management Form

Purchase Requisition

Procurement Card

Foreign National Information System

Outgoing Classified Visits

Laboratory Electronic Signature System

Learning Input

Form

Course Data Assurance System

Buddy System

Cost Transfer Request

Employee Recognition Award

Job Openings & Offers

Contractor Badge

Requests

Purchase Order Reclassification

Incoming Visits

Medical Restrictions

Potential Applications Identified for On‐Boarding

Manager Daily

Compliance

Notifications

Classified Workstation Authorization (CWSA)

CSCS

Foreign National Interactive System (FNIS)

Accountable Classified Matter Engine (ACME)

Primary Hazards Screening (PHS)

Assurance Information

System

(AIS)

National Environment Protection Act (NEPA)

Maximo Notifications

Review and Approval

Relocation

Integrated

Service

Agreement

(Indirect

Cost

Pools

Tool)Access List

Invoice Approvals & Other Actions

Purchase Order Closing

Travel Card

Explosives Inventory System (EIS)

Verizon/Air Time

Fixed Assets(Property Accountability)

Manufacturing

WebCARS & DiGS (Computer Accounts)

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Exchange ServerCorp. Workbox ServiceDatabaseWeb Service

(Middleware)Web Interface

Web Service (SOAP)

Display Notifications

N o t i f i c a t i o n s f r o m M

o n i t o r e d S y s t e m s

Workbox

Notification

and Interaction Flow















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