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© 2007 Microsoft Corporation. All rights reserved
Unleashing Business Insight and
Data Mining with Excel 2007 and
SQL Server 2005 Analysis Services
Loke Han Pin
Senior Consultant
Microsoft Consulting Services
Microsoft Hong Kong Limited
hanloke@microsoft.com
© 2007 Microsoft Corporation. All rights reserved
Enterprise Strategy Consulting• IT Planning• Platform Value Realization• Enterprise-wide Architecture• Business Architecture• Program Planning & Management
Microsoft Services Premier Support• Direct Support Relationship• Preventative Services• Problem Resolution Support• Knowledge Transfer and Workshops
Microsoft Services Overview
TechnicalConsultingServices
TechnicalSupportServices
StrategyConsultingServices
Microsoft Consulting Services• Assessment & Review Services• Planning, Architecture & Design Services• Operations Consulting• Customized Engagements
© 2007 Microsoft Corporation. All rights reserved
Some Common Fatal Flaws of BI Projects
• Disconnect between IT and Business
– From IT Perspective
• If I build it, they will come… They don’t understand BI – I’ll show
them…
– From Business Perspective
• Give me everything…
• I don’t know what I want – just build something... I’ll know it when I
see it…
• Not Realising that BI needs to Evolve
• Data Quality Issues – “We don’t have one”
• And many more…
© 2007 Microsoft Corporation. All rights reserved
Quickwin for BI
The First Step
Bridging the Gap – Quickwin for BI
Business UsersIT
Business Agility
Business Insight
Drive Sales
Data Quality
Security &
Maintenance
Data Model
© 2007 Microsoft Corporation. All rights reserved
What to Expect
Wee
k 1 Kickoff
Scenario Identification
Begin Development
Wee
k 2 Development
Checkpoint 1
User Feedback
Wee
k 3 Development
Checkpoint 2
User Feedback
Deployment Planning
Wee
k 4 Complete
Development
Testing and Deployment
Roadmap Discussion
Closeout
© 2007 Microsoft Corporation. All rights reserved
Agenda• Analysis Services 2005 Overview
• The Life of a Data Analyst with Excel 2007 and AS 2005
Handling Information Overload and Navigation
Data Presentation
Going Beyond Reporting
• Summary
© 2007 Microsoft Corporation. All rights reserved
Session Pre-requisites• Knowledge of SQL Server 2005 Analysis
Services
UDM, KPI, Named Sets, Hierarchies, Attributes, Calculated Measures
Hopefully some if not all of the terms above sounds familiar
• Basic Knowledge of Excel Pivot Tables, and how it interacts with SQL Server OLAP
© 2007 Microsoft Corporation. All rights reserved
Analysis Services Architecture
Dashboards
Rich Reports
BI Front Ends
Spreadsheets
Ad-Hoc Reports
Analysis
Services
UDM
Cache
SQL Server
Teradata
OracleDB2 LOB
DW
Datamart
XM
L/A
or
OD
BO
© 2007 Microsoft Corporation. All rights reserved
Information Overload and Ease of Navigation
• Meta-Data Overload
“I just want to see what is relevant”
• “Excel can’t support more than 256 columns”
What if I need to see by days?
• “Pivot Tables are great, but I wish I could filter data a little differently”
© 2007 Microsoft Corporation. All rights reserved
Getting to the Right Data Easily
Excel 2007 Pivot Table,Member Properties Tooltip, Grouping of Measures, Dimensions, FoldersNamed Sets, Advanced Filtering,……
© 2007 Microsoft Corporation. All rights reserved
Data Presentation
• Data Formatting
“Pivot Table Structure doesn’t allow me to create a custom report format”
• Data Visualisation
“There is so much data, how can I spot exceptions”
“So… is that figure good or bad?”
“My users want to choose which language to display their excel reports”
© 2007 Microsoft Corporation. All rights reserved
Data Presentation in Excel 2007
Server-side Formats,KPI,Cube Functions in Excel 2007,Multiple Languages……
© 2007 Microsoft Corporation. All rights reserved
Beyond Reporting
• Getting to the bottom of it
“So what is the cause of this downward trend?”
• Discovering hidden patterns
The power of Foresight
© 2007 Microsoft Corporation. All rights reserved
What is Data Mining• An analytical procedure
• Machine learning of patterns in data
• Application of patterns to new data
© 2007 Microsoft Corporation. All rights reserved
6/21/2007 15
• An analytical procedure
• Machine learning of patterns in data
• Application of patterns to new data
© 2007 Microsoft Corporation. All rights reserved
Beyond Reporting
Actions,Data Mining Add-in for Excel 2007
© 2007 Microsoft Corporation. All rights reserved
In Short…• For Business Users
Excel 2007 provide greater flexibility and power for better data navigation, presentation, and data analysis with low barrier of entry
• For IT and Developers
Excel 2007 and Analysis Services 2005 work together seamlessly, allowing you to deliver a more powerful BI solution, with little development and maintenance overhead
© 2007 Microsoft Corporation. All rights reserved
Summary• Excel is no longer the “Poor man’s Choice” of
Frontend Tool For SQL Server BI
Strong Integration Between Excel and SSAS
Rich, Powerful, Flexible, Low Cost of Ownership
• Understand how to customise SSAS to support Excel User’s Needs
Server side formatting, KPI, Attribute Display Folder, Language Translation, ……
© 2007 Microsoft Corporation. All rights reserved
Additional Resources• General Analysis Services Information
www.microsoft.com/bi
• Whitepapers (Excel 2007 and Analysis Services 2005)
http://www.microsoft.com/downloads/details.aspx?familyid=2d779cd5-eeb2-43e9-bdfa-641ed89edb6c&displaylang=en
• SQL 2005 Data Mining Add-in for Office 2007
http://www.microsoft.com/downloads/details.aspx?FamilyId=7c76e8df-8674-4c3b-a99b-55b17f3c4c51&DisplayLang=en
http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?culture=en-US&EventID=1032317016&CountryCode=US (Webcast)
• Webcasts
microsoft.com/events/series/sqlserverbi.mspx
http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?culture=en-US&EventID=1032299078&CountryCode=US
• Virtual Lab (Excel 2007 and Analysis Services 2005)
http://msevents.microsoft.com/CUI/WebCastEventDetails.aspx?EventID=1032335951&EventCategory=3&culture=en-US&CountryCode=US
© 2007 Microsoft Corporation. All rights reserved
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista 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.
© 2007 Microsoft Corporation. All rights reserved
Appendix Slides For Reference
© 2007 Microsoft Corporation. All rights reserved
• Empower any business user with predictive analysis capabilities directly in Excel 2007
• Hiding the complexity of data mining behind easy
to use end user tools :
Highlight Exceptions
Detect Categories
Key Influencers
Forecasting
What If
Goal Seeking
Fill from Example
© 2007 Microsoft Corporation. All rights reserved
Highlight exceptions
Detect categories
Key influencers
Forecasting
What if
Goal seek
Fill from example
Highlight Expectations• Enables users to detects instances
in the data set falling outside
expected values
• Highlights the rows containing
the exception
• Emphasizes the actual value of
the row likely to cause the
exception
© 2007 Microsoft Corporation. All rights reserved
Detect Categories• Help users to identify and
categorize manageable sets of
data based on common properties
• Generates detailed report
describing the discovered
categories
• Enable re-labeling of categories
with meaningful naming for
further analysis
Highlight exceptions
Detect categories
Key influencers
Forecasting
What if
Goal seek
Fill from example
© 2007 Microsoft Corporation. All rights reserved
Analyze Key Influencers• Detects the key characteristics
influencing a certain outcome
• Generates report ranking the key
influencers based on importance
• Enable users to compare key
factors influencing the behavior
each set of distinct values
Highlight exceptions
Detect categories
Key influencers
Forecasting
What if
Goal seek
Fill from example
© 2007 Microsoft Corporation. All rights reserved
Highlight Exceptions
Detect Categories
Key Influencers
Forecasting
What If
Goal Seek
Fill from Example
Forecasting• Enables users to forecast behavior
based on data in selected table
• Adds forecasted values to the
original table and apply
highlights
• Generates charts displaying
present and forecasted evolution
of the series.
© 2007 Microsoft Corporation. All rights reserved
What If Analysis• Enables users to gain insight into
the impact of a potential change
• Evaluates how changes applied to
one value impacts other values of
the data set.
Highlight Exceptions
Detect Categories
Key Influencers
Forecasting
What If
Goal Seek
Fill from Example
© 2007 Microsoft Corporation. All rights reserved
Goal Seek Analysis• Enables users to better understand
the underlying factors that are to
be change to achieve a desired
change
• Complementary to the What-If
tool
Highlight Exceptions
Detect Categories
Key Influencers
Forecasting
What If
Goal Seek
Fill from Example
© 2007 Microsoft Corporation. All rights reserved
Fill from Example• Help users automatically
complete a partially populated
column based on patters in the
table
• Generates in a report explaining
detected patterns
• Enable users to re-running the
tool to refine patterns as more
knowledge is acquired
Highlight Exceptions
Detect Categories
Key Influencers
Forecasting
What If
Goal Seek
Fill from Example
© 2007 Microsoft Corporation. All rights reserved
Table Analysis Tools for Excel
© 2007 Microsoft Corporation. All rights reserved
• A complete data mining model development lifecycle directly within Excel 2007
• Offers a complete set of tools enabling the more advanced user to:
Prepare Data
Create models from Office Excel data
Test models
Explore models
Manage models
Predict from Office Excel data
Import prediction results into Office Excel
© 2007 Microsoft Corporation. All rights reserved
Data Mining Client for Excel
Data
Source
© 2007 Microsoft Corporation. All rights reserved
Render data mining graphical views
as Visio diagrams
Interaction Annotation Publishing
© 2007 Microsoft Corporation. All rights reserved
• Microsoft SQL Server 2005 Analysis Services
• SQL Server 2005 Analysis Services SP2
Client components (included with Office 2007)
Server
• Microsoft SQL Server 2005 Data Mining Add-Ins for Office 2007
Part of Feature Pack for Microsoft SQL Server 2005 SP2
• Microsoft Office Excel 2007, Office Visio 2007
Microsoft SQL Server 2005 Data Mining for Office 2007
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