© 2013 Impact Analytix, LLC

q u i c k l y m a k e a p o s i t i v e i m p a c t

Tableau + Microsoft = Better Together

Jen UnderwoodFounder & Principal ConsultantImpact Analytix, LLC

813.435.5344 jen@impactanalytix.comwww.impactanalytix.com

2013 Tableau Zen Master

© 2013 Impact Analytix, LLC

About the Speaker

o Impact Analytix, LLC is a boutique BI and predictive analytics consulting firm that values projects that truly make a difference

o Jen Underwood, Founder & Principal Consultant

• ~20 years of business intelligence industry experience

• Former Global Microsoft BI and Analytics Technical Product Manager and seasoned BI implementer

• Passionate technology evangelist and volunteer, TDWI, PASS, SharePoint Conference, and Microsoft TechEd

• Bachelor of Business Administration degreeUniversity of Wisconsin Milwaukee

Post Graduate Certificate Computer Science - Data Mining University of California, San Diego

© 2013 Impact Analytix, LLC

“Decision making and the techniques and technologies to support and automate it will be the next competitive battleground for organizations. Those who are using business rules, data mining, analytics and optimization today are the shock troops of this next wave of business innovation.”

- Tom Davenport, Competing on Analytics

© 2013 Impact Analytix, LLC

Agenda

o Introducing Tableauo Agile Visual Analytics in Enterprise BI Strategyo Technical Overviewo Mobile BI o Integrationo Predictive Visual Analytics

© 2013 Impact Analytix, LLC

Why Tableau + Microsoft?

• True Best of Class Visual Analytics and Dashboards• Large data set rendering• Depth and breadth of data visualization capabilities• Advanced analytic features, statistics, forecasting and predictive analytics

integration• Mobile BI for a wide variety of mobile device types

• Browser-based, touch optimized, secure mobile BI• Native mobile BI apps for iOS and Android

• Strong Application Integration, APIs and SharePoint Web Part• Supplements versus replaces Microsoft

• Fully leverage Microsoft data sources and many other data sources• Enable external reporting, multi-tenancy and other ad-hoc scenarios

• Experience it for yourself!

© 2013 Impact Analytix, LLC

Visual Discovery within Enterprise BI Strategy

Source: http://www.b-eye-network.com/blogs/eckerson/archives/2013/03/a_guide_for_bi.php

© 2013 Impact Analytix, LLC

Visual Discovery within Enterprise BI Strategy

What happened?

Why did it happen?

What is happening?

What will happen?

Competitive Advantage

Level of Business Impact

Descriptive Analytics

DiagnosticAnalytics

PredictiveAnalytics

PrescriptiveAnalytics

Microsoft BI

Tableau

R, SAS, SPSS

I didn’t know I need to know

I didn’t know I want to know

I know I want to know

I know I need to know

© 2013 Impact Analytix, LLC

Tableau DesktopFor Anyone

• Explore and visualize data• Self-service analytics for everyone• Blazing speed against massive data• Author and publish to Server

© 2013 Impact Analytix, LLC

Tableau ServerFor Organizations

• Web dashboards and applications• Secure information management• Enterprise scalability• User defined and deployed

© 2013 Impact Analytix, LLC

Visual Analytics • Based on a visual query language – VizQL • Unifies computer graphics and databases

Live Query Engine• Attaches directly to enterprise data stores• Supports the world’s largest databases• Compatible with data of all formats and sizes

In-Memory Data Engine• Breakthrough in-memory data engine• Column storage, architecture aware• Fast performance with massive data

Core Technology

© 2013 Impact Analytix, LLC

Tableau + Microsoft

Standard KPIs and Reporting Agile Visual Analytics and Data Discovery

Shared Data Sources

Tableau Content

Subscriptions Auditing & Logging

Mobile and Ad Hoc

Integration APIs

Tableau Desktop MobileWeb Browser

DB2

Excel Third-Party EPM

SQL Server Reporting Services

SQL Server Analysis Services

SQL Server Database

Integration Services

Master Data Services

Data Quality Services

Parallel DW HDInsight

Reporting Services

Tableau Server

SharePoint Server or Office365 Cloud

Information Delivery and Performance Management

Data, Business Intelligence and Analytics Platform

Enterprise Business Intelligence Technical Architecture

© 2013 Impact Analytix, LLC

© 2013 Impact Analytix, LLC

All Data SourcesTransform all types of data into self-service analytics

© 2013 Impact Analytix, LLC

Microsoft Data Sources

• Excel • PowerPivot

• Local file and SharePoint published• Also PivotStream hosted

• Access Databases• SQL Server Relational Databases• SQL Server Parallel Data Warehouse (coming)• SQL Server Analysis Services

• Multidimensional• Tabular (MDX, DAX coming)

• SharePoint Lists• SQL Azure, Azure DataMarket, OData and other Cloud data sources

See Additional Resources

© 2013 Impact Analytix, LLC

SQL Server, PowerPivot and Analysis Services Cubes

© 2013 Impact Analytix, LLC

Tip! Analysis Services Cubes (SSAS) with Tableau

My blog has many tips at http://www.impactanalytix.com/

Knowledgebase article on the topic that is a little dated BUT the attached workbook with the common design pattern examples is really excellent.  There do seem to be a lot of customers using Analysis Services Cubes OR trying to figure out how to do it.

Keep this handy.o KB Article:

http://kb.tableausoftware.com/articles/knowledgebase/functional-differences-olap-relational

o Design Patterns: http://kbcdn.tableausoftware.com/workbooks/adventureworks_cube_on_scdemo-dbs.twbx

© 2013 Impact Analytix, LLC

Analysis Services Multidimensional

© 2013 Impact Analytix, LLC

Combining Tableau Dashboards with SSRS Reports

o Tableau Dashboard Use Web Page object- For URL, use Report Server- For Parameters, map SSRS Report

to Tableau Parameter

Use Tableau Action- For URL, use Report Server- For Parameters, map SSRS Report

to Tableau Parameter

http://kingjoypenx/ReportServer/Pages/ReportViewer.aspx?%2fSSRSListReport&Age=<Parameters.AgeParm>&rc:Toolbar=false

© 2013 Impact Analytix, LLC

oTableau Dashboard Use Tableau Action- For URL, use Report Server- For Parameters, map SSRS Report

to Tableau Parameter

Combining Tableau Dashboards with SSRS Reports

© 2013 Impact Analytix, LLC

Analysis Services Data Mining DMX

• Visualize Analysis Services (SSAS) DMX Predictive Queries• Other Third-Party Predictive Integration

• R, SAS, SPSS, Oracle, Microsoft, SAP HANA, Sybase and others

See Live Demo

© 2013 Impact Analytix, LLC

Integration with Business Applications

• JavaScript API

• Data Extract API

• Embedding Views

• SharePoint Web Part

• CustomUser Interfaces

• Web Site Integration

• PowerPoint Live Views

http://www.tableausoftware.com/new-features/javascript-api

© 2013 Impact Analytix, LLC

SharePoint Web Parthttp://onlinehelp.tableausoftware.com/v7.0/server/en-us/embed_ex_trustedauth.htm http://onlinehelp.tableausoftware.com/v7.0/server/en-us/embed_ex_SP.htm

• Insert Tableau Views into SharePoint pages

© 2013 Impact Analytix, LLC

PowerPoint Live Viewshttp://vizwiz.blogspot.hu/2012/05/tableau-tip-embedding-dashboard-in.html

• Insert Tableau Views into PowerPoint presentationswith LiveWeb

© 2013 Impact Analytix, LLC

Mobile BI

http://www.tableausoftware.com/new-features/drag-and-drop-editing

• "Author once, consume anywhere“

• Consistent experience across devices

• Rapid “IT-free” authoring

• Touch-optimized controls and views

• View, Edit or Author on mobile devices

© 2013 Impact Analytix, LLC

Data Engine

Data Stores

Web Browser/ Mobile

Tableau Professional

VizQL Server

Tableau Data Server

Load Balancer

Web Server

Data Server

Direct Connection

Published Data Source

Published Data Source

Direct Connect

Tableau Server

Data Engine

© 2013 Impact Analytix, LLC

Fast Data Engine

SQL Connector

MDX Connector

VizQL Engine

User Interface

Data MartsData Warehouse Files Cubes

Tableau Native Query Technology

+ Interactive queries to the database

+ Leverages IT policies for security

+ Avoids data silos+ Ensures fresh data results+ Values the EDW strategy

Tableau Data Engine Technology

+ In-memory+ Column store+ Highly compressed+ Optimized API specific for

Tableau+ 64-bit (32-bit as well)

Tableau Technical Architecture

© 2013 Impact Analytix, LLC

SQL Connector

MDX Connector

Data Engine

Security Services (Data)VizQL Service

Data MartsData Warehouse Files Cubes

Tableau Data Simplicity

+ Direct connect to data with no additional setup

+ Leverages existing data stores

+ Scheduled data updates to Data Engine

+ Automatic, shared Caching at 3 levels

Tableau Security

+ Leverage existing Data Base security

+ Add row-level data security based on users and groups

+ Restrict content and capabilities via granular permissions

+ Securely deliver content via HTTPS

Tableau Server Security

Web Application ServerSecurity Services (Permissions)

Web Server

© 2013 Impact Analytix, LLC

Data Engine

Tableau Server Scalability

Repository

Scheduler

Search

Gateway/ Load Balancer

VizQLServer

Application Server

DataServerData

ServerVizQLServer

Application Server

VizQLServer

Application Server

DataServerData

ServerVizQLServer

Application Server

Tableau Scales up and out+ Multi-Threaded+ Multi Process

Enabled+ Cluster Multiple

Machines+ Load Balanced+ Runs on VMs

http://www.tableausoftware.com/learn/whitepapers/tableau-7-server-scalability

© 2013 Impact Analytix, LLC

oDistributed Machine Deployments / Tableau Server Sizing Reference

ohttp://onlinehelp.tableausoftware.com/v8.0/server/en-us/help.htm#perf_extracts_view.htm#idd21e8541-07c4-420f-913e-92dcaf5f0c34__idab9cfc2b-8cd1-44fe-953f-13d95b492176

Tableau Server Sizing

© 2013 Impact Analytix, LLC

High Availability

• Active/Active cluster for redundancy and added scalability

• Replication for Data Engine and Repository

• Gateway and Load Balancer can be small – 1 core, 4GB of RAM

© 2013 Impact Analytix, LLC

Tableau In-Memory Fast Data EngineTableau Data Extracts

Extracts create an optimized copy of the data

Extracts can improve performance by:

• Filtering the Data

• Sampling the Data

• Summarizing the Data

• Taking the load off the database

• Reducing Network Traffic

• Optimizing/Indexing the data

• Leveraging an In-memory, columnar database

© 2013 Impact Analytix, LLC

Extracts – Local copy of data

Extracts make a local copy of the data• (1) Can pre-filter • (2) Can take a

percentage of rows• (3) Can take a

number of rows

1

23

© 2013 Impact Analytix, LLC

Summarized ExtractsEven Faster and Even Smaller

And/Or

© 2013 Impact Analytix, LLC

Summarized Extracts – Dates

© 2013 Impact Analytix, LLC

Additional Resources

© 2013 Impact Analytix, LLC

Highlighted Microsoft Technical Reads

PowerPivot Data Source Connection Examples http://onlinehelp.tableausoftware.com/current/pro/online/en-us/help.htm#examples_powerpivot.html

Analysis Services Data Source Connecttion Examples http://onlinehelp.tableausoftware.com/current/pro/online/en-us/help.htm#examples_msas.htmlAnalysis Services (SSAS) security with Tableau KB Article http://kb.tableausoftware.com/articles/knowledgebase/functional-differences-olap-relational Analysis Services (SSAS) security with Tableau Design Patterns http://kbcdn.tableausoftware.com/workbooks/adventureworks_cube_on_scdemo-dbs.twbx Dates http://kb.tableausoftware.com/articles/knowledgebase/ssas-dates Analysis Services (SSAS) security  http://blacksheepbi.wordpress.com/2012/12/02/tableau-server-7-microsoft-sql-server-analysis-services-security/ Analysis Services (SSAS) cell level security http://kb.tableausoftware.com/articles/knowledgebase/analysis-services-cell-level-security HTTP connection access http://kb.tableausoftware.com/articles/knowledgebase/support-http-access-microsoft-sql

© 2013 Impact Analytix, LLC

Highlighted Microsoft Technical Reads

Custom SQL and Parametershttp://onlinehelp.tableausoftware.com/v8.0/public/online/en-us/customsql.html

 Mobile BI for iOS, Android, Surface, and Smart Phones

http://www.jenunderwood.com/blog.htm#TableauMobileBI  Visually Analyze Predictive Models in Tableau (w/Analysis Services DMX)

http://www.jenunderwood.com/blog.htm#PredictiveTableauR  

Tableau Dashboard Actionshttp://kb.tableausoftware.com/articles/knowledgebase/combining-sheet-links-and-dashboards

Embedding Tableau Viewshttp://onlinehelp.tableausoftware.com/current/server/en-us/embed.htm

© 2013 Impact Analytix, LLC

© 2013 Impact Analytix, LLC