Business Intelligence with Sharepoint and Project Server
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Sundar Rajan, PMP Agenda: Case study – dashboards the old way Interactive Look Ahead Report Using Power BI Visualizations Power BI with Project Online Power BI with Project Server A look at Power BI applications elsewhere Scheduling options Q&A Even measuring your sleep quality! Business intelligence, or BI, is an umbrella term that refers to a variety of software applications used to analyze an organization's raw data BI as a discipline is made up of several related activities, including data mining, online analytical processing, querying and reporting Self-service business intelligence is an approach to data analytics that enables business users to access and work with corporate data even though they do not have a background in statistical analysis, business intelligence (BI) or data mining. Feb 3, 2016 The article below takes you step by step on getting MS Project data into an Access database Creating Access database from MS Project schedule Log into PowerBI service Navigate to datasets ACMS Assignment usage - > Click Report Drop a slicer for Work Stream Customize to horizontal and frame items Drop a table, select Task fields Drop a slicer for Finish (Date visualization) See how selecting Workstream or Finish drives Task data display PowerBI Content Pack for Project Online Creating-burndown-charts-for-project Extending the PowerBI content pack for Project Online Step by Step MPUG article on GANTT custom visual Using the Power BI GANTT Visualzation for your Projects Desktop MS Project Project Online Project Server Task Updates Spreadsheets and email PWA – Individual PWA – Individual (cumbersome) updates updates Reporting and Limited Visual Reports REST API – SQL SSRS (Full SQL Server Dashboards Export to Excel reports Reporting) Data Visualizations Export to Access Power BI Power BI (Cumbersome) OLAP (Pivot tables) N/A N/A Excel Pivots Cube Data generated Nightly Cost $600 per user $54 premier, $8 Expensive users per month Implementation Single day Easy for Private 6-9 Month Orgs A project by itself State - needs liaison with CDT Establish Schedule standards for Analysis Outline levels Custom columns e.g. Work Stream IPOR – Schedule Analysis Create a Content Pack of Schedule QA and Analysis dashboards Run these against schedules PSR Create a Content Pack of Schedule Analysis dashboards • Presentation Layer • BI Designer • Advanced Power BI Report creation • Power User • Department focused Power BI Report creation • Consumer • End user that consumes Power BI Reports and Dashboards • Semantic Layer • Data Modeler • Organize, clean and contribute to transform data into business semantics. • BI Architect • Task with understanding the business, the data and the questions – oversee and maps “Any data, anywhere, any • Data Layer • DBA time” • Creates and Assist with Company’s enterprise data. • IT Administration • Task with sever administration, including Power BI Enterprise Gateway. - Bryant Avey, Chief Geek, internuntius The only thing that gives an organization a “competitive edge...is what it knows, how it uses what it knows and how fast it can know something. ” - Larry Prusak (1996) 5 seconds to sign up. 5 minutes to wow! Power BI delivers custom data visualization to business teams • Bringing the power of data visualization to business users • “Power BI and custom visualizations fuel our self- service BI culture” 23 | 2/13/2017 | Self Service BI Model Free PowerBI Desktop Mobile enabled Monthly Enhancements by community user requests (voting) Natural language queries (‘R’ language) • Alexa like (Cortana) ntegration New Content packs all the time • SharePoint • Microsoft CRM • GitHUB • Twitter • Facebook • Project Online • Project Server (SQL Server and OLAP) Update cycle – user requests! Magic Quadrant for Business Intelligence and Analytics Platforms ! Power BI is *NOT* business intelligence. Business Intelligence is an on-going strategy You can not buy business intelligence. You can buy tools and technology but BI is about people and data. Power BI is a set of tools and technologies. PAST: What Happened? • Reactive reporting • Common among most companies PRESENT: What is Happening? • KPI’s and CPM Concepts • Streaming analytics FUTURE: What will Happen? • Predict based on trends and external data • Understand impact and what-if analysis Microsoft Power BI • Cloud based service (Part of Office 365) • Access to all data, wherver it may live • Ask questions, integrate with cortana analytics and more • Create curated content based on your company needs • Share insights across web, mobile and embedded within your own applications. “Any data, anywhere, any time” Twitter Analytics Facebook Analytics Sales and Marketing Sample (with natural language queries) Project Online Content Pack SharePoint Lists and Document Libraries Extending Project Online Content Pack Sales Scorecard Live Dashboard SQL Server Info Power BI Dashboard Portfolio Slicer for Power BI - investment tracking Create your personalized Twitter Analytics Dashboard in Power BI in 10 minutes! Sales and Marketing Sample (with natural language queries) SQL Server Info Dashboard • Free download that starts your Power BI experience. • Not an end user tool, but a power user and designer tool. • Can be used to mash, model and design engaging experiences. • Transform and clean data • Design once and view anywhere “Any data, anywhere, any time” Visualizations Measures (Expressions) Data Modelling Diverse Data Sources (CRM, SharePoint, GitHUB, SQL Server) • Consume from almost any device • Microsoft • Android • Apple – Including Apple Watch • Set alerts that allow for proactive engagement • Offline cache for dashboard consumption without an internet connection. “Any data, anywhere, any time” Dashboard on phone Look at early response to Power BI (Microsoft) SQL Server Info Power BI Dashboard Power BI and SharePoint – Step by step on how to use Power BI with SP Power BI Guiding Learning: https://powerbi.microsoft.com/en-us/guided- learning/ PowerBI.com Blog: https://powerbi.microsoft.com/en-us/blog/.