self-service bi governance overview self-service bi without governance key steps to establish...
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Self-Service Business Intelligence GovernancePeter Myers – Bitwise SolutionsSivakumar Harinath – Microsoft
DBI-B208
Presenter Introduction
Peter MyersBI Expert – Bitwise SolutionsBBus, SQL Server MCSE, MCT, SQL Server MVPExperienced in designing, developing and maintaining Microsoft database and application solutions, since 1997Focuses on education and mentoringBased in Melbourne, [email protected]://www.linkedin.com/in/peterjsmyers
Presenter Introduction
Siva HarinathSenior Program Manager – MicrosoftHas a PhD in Computer Science from University of Illinois at ChicagoHas been a member of the Analysis Services team for 11+ years as a SDET, Test Lead and now as program managerHas co-authored numerous Analysis Services booksBased in Redmond, [email protected]
Acknowledgement
Self-Service Business Intelligence GovernanceKay UnkrothSenior Program ManagerMicrosoft Corporation
http://channel9.msdn.com/Events/TechEd/NorthAmerica/2013/DBI-B208
Agenda Self-Service BI Governance Overview
Self-Service BI without GovernanceKey steps to establish governance
Self-Service BI Reference ArchitectureBI governance within the greater context of IT governanceInvestment areas to support regulatory compliance and manage risks that are specific to Self-Service BI.
Self-Service versus Managed Self-Service BI Self-Service BI as an Enabler for Enterprise BI
Unleash the power of Self-Service BIwhile maintaining control and oversight
Self-Service BI without Control or Oversight
Demo
Self-Service BI without Boundaries
Self-Service BI can be risky
Insecuredevices and
storage locations
Proliferation of unmanaged
business-critical
solutions
Bad formulas and wrong
results
Unapproved data sources
Self-Service BI can help you succeed
Familiar tools, productive
collaboration, and open lines of communication.
IT department in the role of a
business enabler rather than a dependency.
High adoption rate across
organizational functions and
business units.
Fast and dynamic access to reports
and analysis where and when
you need it.
Clarify roles and responsibilitiesIt must be clear who in the organization has the authority to make decisions, addresses how initiatives are evaluated and funded, is accountable for actions, and responsible for outcomes
Clarifying Roles and Responsibilities
Executive
Management
BI Governance(steering committees and working groups)
User Base
Strategic• Vision and Leadership
BI GovernanceRelies on a steering committee
for forming focused working groups, which consist of subject matter experts from
different areas of the organization.
Tactical• Principles, Policies, Standards,
and Procedures
Operational• Awareness and Execution
Win the decision makersClarify BI content ownerships, principles, processes, policies, priorities, and goals across both Business and IT
Establishing Control and OversightTighter Control
Permanent• Dashboards• Business Intelligence• Business Process Management• Operational Reports
Permanent• Personal Information• Public/Private Views
Permanent• Knowledge Management• Information Sharing
Ad Hoc• Loosely governed• Push/Pull content• PowerPivot• Power View
Short Lived• Collaboration• Report Builder
Controlled• Tightly governed• Push Content• PerformancePoint• Reporting Services
EDW
Business Unit Dashboards and
balanced Scorecards
Team BI and Collaboration Sites
Project Sites
File Shares
My Sites - Personal BI
Desktop and Mobile Devices
Enterprise Data Warehouse
Win the usersUse familiar BI tools and develop an ongoing training plan for tools and processes
Mapping Users to Tools and Training Needs More Specialized
Ad Hoc• PowerPivot• Power View
Permanent• Operational Reports• Dashboards• Key Performance Indicators
BI Pros
Power Users
Decision Makers
Business Analysts
Information Workers
prod
ucer
s of
inte
llige
nce
cons
umer
s of
inte
llige
nce
Ad Hoc• PowerPivot• Power View• Data Mining Add-Ins
Permanent• BISM• SQL Server Data Tools• Report Builder• Dashboard Designer
Clients• Excel and Add-ins• Internet Explorer• Custom Apps
Servers• Analysis Services• Reporting Services• SharePoint Server• Third-party systems
Look for partnersSelf-Service BI Governance is not the only governance effort in the enterprise
Important Governance InitiativesTighter Scope
Corporate Business Intelligence• Addresses the guiding policies, principles,
decision-making processes and oversight procedures to ensure the relevance and accuracy of
the organization’s BI solutions.
Enterprise• Defines the goals for which
the organization is governed.
Data Handling• Create policies for data quality,
data management, process management, and risk management regarding thehandling of data in the organization.
SSBI
BI Governance
Data Governance
IT Governance
Corporate Governance
Information Technology• Revolves around the guiding policies,
principles, decision-making processes and accountability of IT in the best interest
of the organization.
Self-Service Business Intelligence• Addresses the guiding policies, principles,
decision-making processes and oversight procedures to help business users create, share, and use relevantand accurate self-service BI BI solutions.
Build the data infrastructureUsers must be able to use approved data sources and data feeds
Demo
Non-Intuitive Data Sources
Building the Data Infrastructure
Big Data
Multidimensional Sources
Relational Database Management Systems
Web Content
Plain-text data files and desktop databases.
Desktop• Microsoft Access databases• Excel spreadsheets• Comma-separated values (CSV) files
Web-based• Windows Azure Marketplace DataMarket• OData, REST and JSON• SharePoint lists and document libraries• Cut and paste from Web pages
RDMS• SQL Server• Oracle, Sybase, Informix, IBM DB2 • Others
Big and Cloud• Parallel Data Warehouse, Teradata• Windows Azure SQL Database• Apache Hadoop/Hive
BISM• Multidimensional and tabular Analysis Services databases.• PowerPivot data models uploaded to a BI-enabled farm.
Microsoft.ACE.OLEDBLinked Excel Tables
SQL Server Native ClientOLE DB for ODBC Third-Party Providers
ADO.NETData Feed Client
SQL Server Native ClientMicrosoft ODBC Provider for HiveThird-Party Providers
Analysis Services OLE DB ProviderADOMD.NETAnalysis Management Objects
More Complex
Enable seamless and secure collaborationUsers must be able to share their self-service BI solutions with others
Enabling Seamless and Secure Collaboration
Cloud
SharePoint Sites
Network Shares
Files on local devices
Office Professional Plus 2013 • Analyze and document spreadsheets• Identify and categorize
spreadsheet differences.
Audit and Control Management Server• Non-intrusive auditing • Discover, assess and categorize
spreadsheets and databases based on relevance, materiality and business impact
SharePoint Server 2013• SharePoint eDiscovery Center • PowerPivot Management Reporting• Approval workflows• ACM Integration
SkyDrive Pro and Office 365• Sync workbooks and other files across devices.• SkyDrive Pro is part of both Office 365 and SharePoint Server.• Office 365 enables browser interactivity for
workbooks and Power View sheets.
Exchange Server 2013• Configure Search to crawl all discoverable content in Exchange. • Create an eDiscovery Center in SharePoint
Consumerization of IT With the blurring of the lines between
personal and work devices, applications, and services, the risk of losing track of
what type of data goes where can lead to serious security issues.
More Distributed
Identify products and integration pointsSelf-Service BI relies on a complex infrastructure that is best broken down into smaller areas of ownership based on products and technologies
Self-Service BI Reference ArchitectureTechnology View
RelationalDatabases
BusinessApplications
Files OData Feeds Cloud ServicesDeployedBI Semantic
Models
Third-PartyReportsExcel PowerPivotPower ViewSharePointInsights
SQL ServerData Warehouse
SQL ServerIntegration Services
SQL ServerAnalysis Services
SQL ServerReportingServices
SQL ServerMaster Data Services
SharePoint Server
Excel Services
Search
Visio Services
PerformancePoint ServicesPowerPivot Add-In
Reporting Services Power
View
Audit and Control Management Server
Dat
a Ti
er
Self-Service BI GovernanceCorporate BI and Data Governance
Info
rmati
on T
ier
Pres
enta
tion
Tier
Clie
nt T
ier
Establishing a Self-Service BI Environment
SQL Server Database Engine
SQL Server Analysis Services
Reporting Services Power View
PerformancePoint ServicesExcel ServicesVisio Services
SharePoint 2013 Enterprise
Deploy your SharePoint 2013 farms andenable shared services, such as Excel Services
and PerformancePoint Services.
Install Analysis Services in SharePoint mode andregister the server in Excel Services
to enable the core PowerPivot functionality.
Nati
ve E
CS
Featu
res
Core
BI
Featu
res
1
2
Security in a Self-Service BI environmentSelf-Service BI relies on the authentication
subsystem and authorization model provided by SharePoint sites and libraries.
SharePoint Role
Description
Visitor Has Read Privileges
Member Has Read & Contribute Privileges
Approver Has Approver Privileges
Owner Has Administrator Privileges
Install Reporting Services add-in and Reporting Services in SharePoint-integrated
modeto unlock stunning browser-based data
exploration, visualization, and presentation experiences.
3
Pow
er
Vie
w
Code Description
P Publish
A Approve/Reject
C Create
R Read
U Update
D Delete
X Access DeniedE Execute
Demo
Securing Excel in SharePoint
Reporting Services Power View
PerformancePoint ServicesExcel ServicesVisio Services
SharePoint 2013 Enterprise
Taking Advantage of WorkflowsAuthor a dashborard or report
Deployment to PreProd UATUnit Test Start approval
process
Approve/Reject/
Reassign
Send an email
Send approval for document set
Publish to prod SharePoint List as Major Version
Modify an existing dashborard or report
Approve
Reassign
Power UsersPower Users
ApproverApprover
RejectComplete
Adding a new workbook to a document library
Update an existing workbook in a document library
Delete an existing workbook in a document library
Deleted from the SharePoint list
Placed in the Recycle bin of the SharePoint site which can be accessed by Approvers, Members, Owners
Document published and available for all
authenticated users
Stop workflow. Document rejected and can be viewed only by the owner of the document
and the approvers
Enabling Managed Self-Service BI
SQL Server Database Engine
SQL Server Analysis Services
PowerPivot for SharePoint 2013 Reporting Services
Power ViewPerformancePoint Services
Excel ServicesVisio Services
SharePoint 2013 Enterprise
IT Management Dashboard• Track the usage of Excel workbooks with data models.• Discover mission-critical Excel applications.• Visualize system performance and usage.• See data sources being used.• Extend analysis with custom solutions
based on the IT Management Dashboard data.
Deploy the PowerPivot for SharePoint 2013 Add-In
to provide additional capabilities, such as full access to workbooks as a data source,
scheduled data refresh, PowerPivot Gallery, and IT Management Dashboard.
All
Pow
erP
ivot
Featu
res
4
Management Dashboard Architecture
Excel Calculation Services
Server Health andWorkbook Activity Workbooks
PowerPivot Service Application
PowerPivot Web Service
Client Libraries
UsageLog
s
SharePoint Timer ServiceUsage Data
ImportMgmt Dashboard
ProcessingPowerPivot Health Statistics
Collector
PowerPivot Application Database
Usage data collection must be enabled for SharePoint components to log usage
data.
PowerPivot Management Data Workbook
PowerPivot Management Dashboard
Usage Data Processing
SharePoint Usage Database
(Customizing the PowerPivot Management Dashboard: http://msdn.microsoft.com/en-us/library/ff718155(v=SQL.105).aspx)
Demo
Exploring the PowerPivot Management Dashboard
Managed Self-Service BI at the Next LevelSpreadsheet Compare • Compare spreadsheets side-by-side to identify and categorize their differences.Spreadsheet Inquire• Analyze, document, understand and diagnose spreadsheet.Discovery and Risk Assessment• Assess and categorize spreadsheets and
databases based on relevance, materiality and business impact.
Audit and Control Management Server• Non-intrusive auditing of changes made to
Excel spreadsheets and Access databases.
Import from Analysis Services or PowerPivot
Visual Studio development with integrated TFS Source Control
Security Features
Partitioning Features
Self-Service BI to Enterprise BI
Team BIPowerPivot for
SharePoint
Personal BIPowerPivot for
Excel
Corporate BIAnalysis Services
One Model for All End User Experiences
Summary
A good, solid, BI Governance process will:Establish change management and training policiesIncrease adoption of BIDrive infrastructure and technology decisionsMitigate the risk of choosing the wrong platform because both business and IT needs are considered
Risks/Concerns include:Inadequate support from business and IT leadersBusiness users refusing to abide by the rulesLack of policy enforcement
Summary (Continued)
What should be governed?Source data for business data modelsBusiness data models, collaboration sites, and shared contentSecurity standards for accessing source data, and business information in reports, and Excel workbooksIn areas with limited exposure, BI can be less controlled and allow for a more empowerment of end users
How to implement?Involve business and IT leadersDetermine initial principles and goalsClarify ownerships of business information and infrastructureDevelop a training planConsider new requirements as they arise, reevaluate, and resolve conflictsProvide reports to executive sponsors
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© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows 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.