Leveraging SQL Server Business Intellience Tools

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TF04 - Leveraging SQL Server Business Intelligence Tools


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Commercial Engineering

Le Roy Howe

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 3

Self Service Reporting

Report Builder

Power View

PowerPivot

Application Notes

Self Service Reporting Overview


The Microsoft Self-Service Reporting Stack

4

A perfect ad hoc reporting tool is the goal and Microsoft has a lot of tools.

PowerPivot

Excel Add in

Power View

PowerPoint

Excel Add in – 2013

SQL Server 2012

Report Builder

PerformancePoint

SharePoint Enterprise


Tool Summary

5

Requirements Reporting Tools Summary Plant Floor Reporting Report Builder Tabular data, forms, dashboards,

requires expertise but does not prevent

users from accessing advanced features.

Power View Table, matrix and forms.

PowerPivot / Excel Charts, pivot tables integrate multiple

sources with refresh. Easy to use.

Ad Hoc PowerPivot / Excel Ideal for summarizing data using slicers

to change pivot tables and charts

dynamically.

Report Builder Report wizards integrated with query

designer enabling simple table, matrix

and chart reporting. Any user can take

advantage of these base features now.

Power View Easy to use, dynamic visual tool needs a

data model.

Dashboards PerformancePoint Decomposition tree is a fantastic way to

explode details in a visually stunning and

impactful display.

Report Builder Business users can assemble a report

from report parts simply. Report Parts

and advanced features usually require IT.


PowerPivot

6

PowerPivot

Combine data and perform calculations on large data sets from your

desktop.

Portable and fast

Slicers, filters, charts

Supports DAX (Data Analysis Expressions)

Feels like Excel expressions

All data is loaded on the your computer in a compressed format

enabling you to work with several million rows of data.


Power View

7

Power View

Add charts, trends and create tables / matrix reports quickly

Change them from one type to the other

Visually enhanced charts


Report Builder

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Business user focus

Create charts, tables and others

Quick and easy

Show case what every use should be able to accomplish

Assemble Report Parts


Data Source – FT Metrics

9

Factory Talk Metrics

Basic Track and Trace

Batch system including mixer, oven and packaging.

We will focus on the Mixer.

Standard Configuration

Metrics Event Configuration.

Reporting Options


Configuration Overview

10

Record Batches in total with component usage including cost.

Create one event for each component.

Actual lbs.

Recipe / Target lbs.

Metrics configuration

Event Data Summary – No summarization

Event Trigger – on high transition – standard batch complete bit.

Event Value – Start Value – any component value

Machine State / Faults – none

Reporting – Assign a severity level for report filtering.

Notice the event description and category names.


Event Data Summary Tab

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Event Trigger Tab

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Event Value Tab

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Machine State / Faults Tab

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Reporting Tab

15


PowerPivot SQL Connection

16


PowerPivot Demo

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Batch Log

Selectable by Mixer, Production Day and BatchID – these are slicers.


PowerPivot Demo

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We will build a report


PowerPivot Demo

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Power View

20

Quickly discover new ways to visualize your data now.


Power View Demo

21

Lets build something now.


Report Builder Demo

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All business users can get something out of this tool.

Web based tool not Visual Studio


Report Builder Demo

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Build this report in 15 Minutes


Report Builder Demo

24


Closing Thoughts

25

Business users have more tools to uncover business knowledge than

every before.

We have only shown a few that leverage our data models / products.

Speed in reporting is combined with driving business value now.

Imagine what you could learn with a little bit of time and effort.


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Leveraging SQL Server Business Intellience Tools