Este documento presenta las soluciones de inteligencia de negocios de Microsoft, incluyendo tableros de control y análisis de datos en un entorno colaborativo, casos de referencia, y sesiones de próximos pasos. La visión de Microsoft es empoderar a las personas con conocimiento a través de una plataforma de datos que permite recolectar, gestionar, transformar, analizar, visualizar y tomar decisiones sobre cualquier tipo y tamaño de datos.
2. Agenda
Bienvenida – Julio Peña
Soluciones Integradas: la nueva era en BI - Debora Di Piano
Tableros de Control y Análisis de datos en un entorno colaborativo.
Alberto Ortega
Presentación de Caso de Referencia
Sesiones de Siguientes Pasos
Cierre
10. La solución de Microsoft entrega beneficios
Plataforma “end to end” para todos y cualquier dato
Transformar
+ analizar
Visualizar
+ decidir
Colectar
+ gestionar
Data
Plataforma de Datos de Microsoft
11. Visualizar y Decidir
Una nueva y poderosa forma de trabajar con los datos con herramientas familiares
16. Una nueva forma de trabajar con datos
Autoservicio de Inteligencia de Negocios y analíticos
17. Descubrir, explorar y combinar cualquier dato de cualquier
tamaño sin importar donde este
Hacer preguntas de los datos para visualizar, analizar,
y predecir
Tomar dediciones más rápido, compartirlas,
y visualizar desde cualquier dispositivo
Visualizar y Decidir
Transformar
+ analyzar
Visualizar
+ decidir
Colectar
+ gestionar
Data
21. Power BI
for Office 365
Data Management Gateway
Installed on-premises
Workbook
Cloud
On Premise
Compartir y Colaborar
Consultas
Compartidas
Actualización de
Datos
Búsqueda de
Datos
Acceso Móvil
BI Sites
Preguntas en
Lenguaje Natural
22. Compartir y Colaborar
Search for:
• Public Data
• Corporate Data
• Shared Queries
Consultas
Compartidas
Actualización de
Datos
Búsqueda de
Datos
Acceso Móvil
BI Sites
Preguntas en
Lenguaje Natural
31. Microsoft es líder de acuerdo a Gartner en el ramo
de Business Intelligence and Analytics Platforms
34
Microsoft es la única empresa que
Gartner ha situado como líder por
siete años consecutivos en el
Cuadrante Mágico de Business
Intelligence and Analytics
Platforms, principalmente en la
capacidad de ejecución al lograr
proyectos de inteligencia de
negocio con un buen nivel de
adopción por su facilidad de uso.
32. Forrester Wave: Agile Business Intelligence, Q3 ‘14
"Microsoft received high client
feedback scores for its agile,
business user self-service and
advanced data visualization
functionality. Clients also gave
Microsoft BI a high score for its
product vision.”
Notas del editor
Key goal of slide: Get the audience to pause for a moment, engage and listen
Key talking points:
I want to start our conversation today with a story about how data, shown in a visual map, changed the world
Let me take you back to the world in the 1850s
At this time cholera was believed to be spread by miasma in the air
Germs weren’t understood
Key goal of slide: Take the audience on a journey – land the historical story about one of the first data visualization efforts.
Slide talk track:
John Snow was a local up-and-coming physician who had a view that cholera was not an airborne disease, which was the prevalent view at the time, but he hypothesized that it was actually a waterborne disease. He proposed that It was distributed by contaminated water
So in 1854, there was a sudden and serious epidemic outbreak of cholera in London’s Soho, he took it upon himself to find and collect data and London map – mapping the deaths and the location of each to get a sense for what the patterns were in the data.
CLICK 1-- you can see them here in the orange circle as tiny bar graphs
CLICK 2 -- Looking at the data in this format, it became clear that more cases were clustered around a water pump on what was Broad Street. So, John Snow felt his hypothesis was probably correct – the cause was the water at that pump.
CLICK 3 - But the visual map of the data also showed victims closer to other pumps. And there was an anomaly introduced from the local brewery near the Broad Street pump. None of the workers there were sick. All this Noisy Data put John Snow’s hypothesis at risk – called it into question
CLICK 3 -- Enter our second character in this story, Reverend Henry Whitehead. He had information about the comings and goings of people at the Broad Street pump because the church was nearby and he knew kind of what the patterns were of people who were coming and going. He gave John a couple of key pieces of important information. Reverend Whitehead told Dr. Snow that the people living in those outer areas actually got their water from the Broad street pump after walking their children to school near Broad Street.
Whitehead also told him that the nearby brewery not only had its own water source, but also that its workers were likely drinking their daily allotment of beer – not the water, anyway.
So, armed with that information, he went back to local authorities and made the case that the Broad Street pump was indeed the cause. They took the handle off the pump, and they were able to curtail the outbreak quite a bit.
Turns out the water for the pump was polluted by sewage from a nearby cesspit. This story is significant because it also resulted in a fundamental change in the way people thought about sanitation and hygiene in a lot of cities moving forward.
In 1854, it took 10 days, and all totaled 616 people died -- but they saved thousands from the same fate.
What snow did wasn’t just produce a map – using a universally true data science process --- he transformed raw data into insight and action.
---------------------------------------------------
Source - MAP:
Published by C.F. Cheffins, Lith, Southhampton Buildings, London, England, 1854 in Snow, John. On the Mode of
Communication of Cholera, 2nd Ed, John Churchill, New Burlington Street, London, England, 1855.
Public domain
http://en.wikipedia.org/wiki/File:Snow-cholera-map-1.jpg
Source – Image Rev Henry Whitehead
Public domain - Photograph by Scott and Sons, Carlisle in Rawnsley, H.D., Henry Whitehead, 1825-1896: A Memorial
Sketch, James MacLehose and Sons, Glasgow, 1898
http://en.wikipedia.org/wiki/File:Whitehead_henry1884.jpg
Source – Image John Snow
Public domain - http://en.wikipedia.org/wiki/File:John_Snow.jpg
Key goal of slide: Establish with the audience the universal truth that is the data science process. This will be used as the frame for the rest of the conversation, so it’s important that the audience follow this and believe.
Slide talk track:
And in 2013, that universal process still holds true.
We all begin with a question or even a problem – in some cases we may not even know what questions to ask
In John Snow’s case the data gave him the WHAT, and people uncovered the WHY – and it was a matter of following that process from raw data to insight to reveal the actionable answer
At Microsoft, we work with data of all sizes – from the smallest of sizes to global scale – every day. And the insight that inspires us is that MAGIC happens when those terabytes meet users.
Key goal of slide: establish Microsoft’s assertions for this new era when it comes to data. Land the notion of democratization of data – that Microsoft is investing across all stages of the data science process / lifecycle. Take a thought-leader tone.
Slide talk track:
CLICK 1: For the first step along the data science process – or journey we’ll go on today – what’s key in your success here is getting EASY access to data, big and small, to drive the best business decisions. And we would assert that’s not just about IT’s access to data – it’s also very much about empowering end-users.
CLICK 2: Now, the second stop on our journey -- how do you make it easier for the people closest to YOUR business to create a theory, model that theory, refine it and reveal those invaluable business insights? That's all about engaging more people at this second stage, again the people closest to your business, with powerful tools that they're familiar with – so there’s no learning curve. It’s just users and data – and if you can unlock this – you get to that magical point where insights are revealed.
CLICK 3: And then finally, at the last stage of the data science process -- you need to be able to create repeatable business process that delivers insights automatically by deploying your “data science process” across a complete data platform. It can't just be about storing relational data, or it can't just be about storing unstructured data in a Hadoop cluster. It really does have to be about thinking about a more complete solution. You want that ROI on your data, and by operationalizing your data science process – you’re going to see those returns.
Slide Storyboard:
Before we talk about Microsoft BI, lets take a look at what is going on in the industry and what we are hearing from our customers
As we talk to customers and industry experts a couple of key themes repeatedly emerge:
First, knowledge workers spend too much time looking for and not enough time analyzing information. We have all experienced this. Think back to your past few weeks, how much time did you spend searching for or asking others for data vs analyzing the information that was already available to you? Of all the people who could be using information more effectively to make better decisions, only 28% of users have any meaningful access to this data.
Second, users who we traditionally think of as ‘Consumers’ of information are no longer just satisfied with consuming information that is provided to them whether it is in the form of web based reports or spreadsheets. As people entering the workforce today are much more comfortable working with data and tools like Excel, their expectations on what they can do with data is not just about information consumption but also about having the ability to analyze and produce their own insights from the information and share that out with others. As evidence of this, the usage of “PivotTables” in Excel has increased significantly over the past 5 years. 5 years ago, Pivot Tables was an excel function only the really advanced Excel users were comfortable using, now due to improvements in the tool as well as a general increase in experience working with data, over a third (32%) of Excel users are comfortable using the tool for ‘Advanced Analysis. If you think about the number of Excel users in the world (>300m), that 32% is a significant number.
The third trend we see is not something new. This has been true for IT for many years now and is not particularly limited to just BI. This is about business requirements changing too fast for IT to keep up. The most obvious BI example of this is when IT created a report and then the end users want to immediately change it e.g. add a new role / column, a new dimension or KPI or just change the layout / formatting. Given how dynamic business needs are, approx. 31% of BI initiatives partially or don’t meet the business goals originally set. That is a THIRD of all BI initiatives don’t really meet business goals. That is a fairly large number and we need to find ways to reduce it.
Time and again, BI projects don’t meet objectives, don’t connect with users and don’t get the right information to the right people at the right time.
Transition:
So how did we get here? To better understand the causes behind the current state of business intelligence, we need to understand how business intelligence has evolved within organizations in the past 10 years.
Other related trends:
Data Explosion: Global Data Rate of growth is at about 30% every year. It is estimated to hit 1ZetaByets ( 1 followed by 21 zeros ) this year
Millennial Coming into workforce & Consumerization of IT
Shift From Information Technology to Business Technology
Purpose : Define Microsoft’s unique approach to BI as balancing the needs of End-Users and IT. Highlight that Microsoft is the only company that is truly delivering this balance.
Talk Track:
If you think about the evolution of BI over the past 10 years, it started out fairly simply with IT primarily aiming to
- Consolidate and connect to existing data sources
Stage that data for reporting and analysis
And then provision it out via reports, dashboards or cubes
Today End User expectations have changed. The way we work, and our expectations about how we work, are changing. With everything we are able to do on the Web, and the emergence of social media today, we are discovering, sharing, and collaborating on information in whole new ways. Business Intelligence is no different, in terms of how we access information, collaborate and work with others, and build on the work that other people have done. End users expect the same types of immersive user experiences through their business and productivity applications at work as they are used to getting at home
Today, there are new challenges for IT, they must deal with the Data Explosion. According to IDC, the total about of digital information in the world is increasing 10X every 5 years, with 85% of this new data coming from new data types eg. Sensors, RFIDs, WebLogs etc. This presents a huge opportunity for Business to get insight from this data and differentiate themselves from the competition. However, IT is challenged to store, scale, manage and govern this data.
There is a tension between the agility needs of the End-User, and the IT need for data control and compliance.
If we think about where MSFT fits in, we are focused on providing one platform that meets both needs. It is about empowering users through the familiar and collaborative Office experience and providing users with powerful capabilities for Self-Service. Here end users take on a role that is more self serving, where people are more used to finding and accessing the information that they need, people are more comfortable mashing up and analyzing and doing the analysis themselves and then sharing and collaborating with others on the results.
IT takes on a role that is more about enabling connectivity and provisioning information, being able to monitor and manage information they have provided and information that is coming from end users, and being able to have infrastructure that enables them to deploy and future proof over time in a way that is efficient in terms of cost and resources.
Alternative slide: This slide can be used as a alternative to the ‘Evolution of BI’ slides to simplify the message for a less technical audience.
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If you look at the Business Intelligence landscape today and consider how this has evolved over the past few years, a couple of key trends stand out
BI solutions are largely being split into IT Serviced solutions which consists of the traditional BI stack vendors where IT builds a data warehouse, data mart and then serves up operational reports for businesses to consume and Self Service solutions being targeted directly at the business users by newer startups.
<Click> If you look at the predominant vendors in this space, IBM, SAP and Oracle are focused primarily with enabling IT Services BI solutions as part of the traditional BI stack with some inroads into making the overall experience and tools easier for end users while new startups like Tableau and QlikTech are focused primarily on the business user and enabling Self Service BI without IT involvement.
<Click> if you consider both these scenarios, you quickly recognize that Microsoft is building on its strong foundation for Traditional BI of IT built custom solutions to also differentiate on its newer end user focused offerings like PowerPivot that enables Self Service for the end user.What makes the Microsoft Business Intelligence solution really stand out though is its commitment and focus on enabling not only Individual decision making but Team based interactivity and decision making which is ultimately where the market is headed. By investing in enabling SharePoint to become a world class interactive dashboard that enables real collaboration amongst its users Microsoft Business Intelligence offers and opportunity to make BI truly pervasive and change the way organizations make decisions.
Key Points:
To be a data-driven business, you need to establish a culture of data
To establish a data-driven culture, you need to follow a consistent data lifecycle
Microsoft provides the complete, end-to-end data platform approach to get a return on your data
Talk Track:
We talked about why data is important to business. Now let’s spend some time focusing on how you can get better returns on data.
The special ingredients to creating a data-driven business are twofold:
Empower a culture of data: Allow everyone in the organization to become data-driven decision makers
Establish a data lifecycle method that accelerates the flow of data across the organization
The data lifecycle can be broken into three important parts:
First, how do you collect and then manage all of the data coming into the business? Think about the existing velocity and volume of data across a company. Now add new data types such as unstructured and streaming data into the mix. We need to make it easier to store all of this data and prepare it for the next step in the journey.
Second, when we have data collected and managed, we then need to make it useful to everyone in the organization. Our ability to transform and then analyze all data types more efficiently ensures that data doesn’t lose speed as it moves to the next step.
Third, now that the data is ready we can visualize that data and make decisions. Ask a question—and because we have done the good work to collect, manager, transform, and analyze that data—we get a visual, thought-provoking answer to our question.
When you combine all of this with the Microsoft data platform with an end-to-end approach that gives you the flexibility you need to derive results. Results that deliver the data dividends you are looking for.
Microsoft can help you advance along the data spectrum, providing the right levels of innovation and value.
Our Approach:
Excel is the most commonly used analytical tool for business users – it truly is accessible to anyone. No other vendor has the ability to reach a billion users through tools they already know and use. Today Excel delivers end-to-end self-service BI functionality through capabilities such as Power Query, Power Pivot, Power View and Power Map. With the accessibility of Excel and proliferation of Office 365, we can lower the barrier of entry for businesses who want to take advantage of the benefits of business intelligence by putting the right analytics tools in everyone’s hands with no friction.
Ease of deployment through Office 365.. Power BI dramatically simplifies and reduces the time it takes for IT to setup and manage the complex infrastructure needed for an enterprise wide BI platform. Power BI enables businesses to balance between the needs of business users working in Excel and an IT department’s requirements for agility, monitoring and governance. IT can also provide business users the ability to search and access IT sanctioned corporate data sources both on premises and in the cloud while monitoring query usage against their data.
Powerful Self-Service BI in Excel 2013: We are taking our most powerful business intelligence solutions and building them directly into Excel.
There has never been such an abundance of available and useful information as there is today both across the web and across your organization. However, users are challenged with effectively discovering and connecting to this information so that they can gain the insights they need.
Power Query enables information workers with a familiar and intuitive experience for finding and connect to data from within Excel. Providing them with ease of combining and transforming this data so that it can be analyzed and visualized for deeper insight. Power Query supports a wide variety of data sources including relational, structured and semi-structured data, OData, data from the Web, Hadoop, as well as Data Search capabilities that provide users with a search experience for data, returning relevant data sets from across the enterprise and from external sources.
Power Pivot allows Excel users continue to create sophisticated models with data in Excel by creating relationships, custom measures and calculations, hierarchies, and KPI’s. Power Pivot models process data in-memory so that users can analyze 100’s of millions of rows of data with lightning fast performance. Power Pivot also compresses the data to reduce file sizes.
In Excel 2013 we also introduced a host of new visual capabilitie. Quick Analysis provided immediate views of various visualization options and reduced the time to add them on your data, Chart Recommendations used intelligent heuristics to suggest charts. The charting functionality provided live preview, richer data labels, and easier ways to add chart elements, apply styles, and filter directly from the charts.
Excel 2013 also introduced Power View, and with it brought beautiful interactivity to visualizations and more fluid exploration capabilities.
Power View easily creates visual reports and analytical views through interactive charts and graphs that help you explore and present your data in bold new ways in Excel. Customers can create dashboards of interactive visualizations that provide instant answers to variety of questions. This capability has resonated well with our customers, one of whom mentioned the rigidity of static snapshots during meetings has been replaced by the “Power View lifestyle”, their term for the transformational way of presenting and using information.
Increasingly, we have access to geospatial data, and recently introduced Power Map brings new 3D visualization tool for mapping, exploring, and interacting with geographical and temporal data to Excel, enabling people to discover and share new insights such as trends, patterns, and outliers in their data over time. In addition, with Power Map, users can easily capture and distribute their insights in the form of an interactive movie, telling compelling stories about their data.
Inspiration for Power Map came from Microsoft Research’s WorldWide Telescope project. Launched in 2008, WorldWide Telescope is used by the astronomy community to visualize imagery and data, essentially giving astronomers an observatory in a PC.
What’s Next?
The importance for data visualization is on the rise. Deeper interactivity that blend analysis and visualizations even more fluidly, newer types of visualizations that enable you to see deeper insights more easily, richer experiences on the devices customers use most, and great storytelling experiences are just a few of the areas we’re investing in to make sure Excel remains the data productivity app of choice as our customer needs evolve.
Our Approach:
Excel is the most commonly used analytical tool for business users – it truly is accessible to anyone. No other vendor has the ability to reach a billion users through tools they already know and use. Today Excel delivers end-to-end self-service BI functionality through capabilities such as Power Query, Power Pivot, Power View and Power Map. With the accessibility of Excel and proliferation of Office 365, we can lower the barrier of entry for businesses who want to take advantage of the benefits of business intelligence by putting the right analytics tools in everyone’s hands with no friction.
Ease of deployment through Office 365.. Power BI dramatically simplifies and reduces the time it takes for IT to setup and manage the complex infrastructure needed for an enterprise wide BI platform. Power BI enables businesses to balance between the needs of business users working in Excel and an IT department’s requirements for agility, monitoring and governance. IT can also provide business users the ability to search and access IT sanctioned corporate data sources both on premises and in the cloud while monitoring query usage against their data.
Key Points:
There are a lot of data visualization tools out there, which can create training and management concerns.
Only Microsoft provides the most familiar, and powerful visualization and decision support tools.
Talk Track:
This is the big payoff moment: when you have well managed and curated data people are capable of mixing, matching, visualizing, refining, and ultimately, making the best decisions possible. All of our hard work surfaces here.
My head spins at the sheer volume of data visualization solutions out in the market. Everyone is claiming that they have the latest, best, most advanced data visualization and decision support tools. The problem is that it represents another thing for people to learn—and for you to manage. If the data is not prepared and ready to consume, those shiny tools will not work as advertised.
Microsoft’s secret weapon, well not that secret, is Excel. Over a billion people use Excel to make decisions. Over the past years, we have worked hard to build advanced visualization and in-memory capabilities for Excel so that it is the one familiar place everyone can go to visualize and decide.
With Power BI, we’ve overlaid powerful visualization and business intelligence capabilities.
With Q&A, we have the ability to ask simple questions against the prepared data models to return rich charts and graphs. You are not required to retrain people. They are immediately up to speed in Excel and excited about the new ways in which they can interact with data.
Since Excel works with Office 365 and SharePoint, you can easily share and appropriately scale ideas—anywhere, on any device.
Imagine all of the ad hoc moments where someone can quickly search, find what they are looking for, and present those insights to a customer or peer?
That is the power of Microsoft’s complete data platform. Everything works together to support the self-service capabilities that drive the required data culture necessary to extract as much value from your data investments as possible.
Collaborate and stay connected with Office 365: Extends Self-Service BI with ease of collaboration and sharing of reports and data sets which reducing friction from deployment and adoption.
Power BI Sites – quickly create collaborative BI sites for your team to share reports. Larger workbook viewing is now supported (up to 250MB) so that users can view and interact with larger workbooks through the browser. Power BI sites provide a highly visual experience for sharing reports including live report tiles to ease in locate the right report quickly.
Manage data queries for the team
With Power BI people can share not only workbooks but also the queries they create using Power Query in Excel. This allows members of the team to build and manage data queries for others to use when creating their own reports.
Once published to Power BI users can define who they want to share their data queries with and track who’s accessing which queries. Data queries are registered with the Data Catalog so that they can be easily discovered through data search in Excel. If a user tries to access a query but they do not have access to the underlying data source, a workflow will allow them to request access from the DBA responsible for the data.
Keep reports up to date with data refresh
A cloud based Business Intelligence solution must enable you to keep your reports connected to your on-premises data to keep their data fresh.
Keep your reports up to date by scheduling when the data should refresh. The Data Management Gateway allows reports that have been saved to the cloud to connect back to on-premises data sources to refresh data.
Scheduled data refresh for your reports
Connect cloud based report to on-premises data
The data management gateway is installed and configured by IT on-premises, and enables reports to connect through the firewall back to their underlying data sources.
Maintain a Data Catalog of searchable data
IT departments can now use the Data Catalog feature of Power BI to make it easier for everyone to find and connect to corporate data.
The Data Catalog is a feature of Power BI which serves as a search engine for data, the IT department can register data from across the organization with the Data Catalog. This data is then searchable from within Power Query in Excel so that users can easily find and connect to corporate data they need without having to call IT with one off data requests.
When searching for data from Excel, users will now receive results from public data sources, corporate data sources managed by IT, as well as data queries that colleagues are publishing into Power BI. Making it easier to discover what connect exists and reducing duplicative efforts across the organization.
The Data Catalog also tracks data access and usage across the organization, providing IT with better telemetry for data governance and resource allocation.
Stay connected with mobile access to your reports
Mobile BI access to reports in Office 365 is provided through two mechanisms. First, Excel and Power View reports now render in HTML5 so that you can access these reports from any HTML5 compatible browser, on any device. The second, is through native mobile BI apps connect to the Power BI service to keep users connected to their favorite reports, which they can view and explore from their tablet devices. Windows 8.1 tablet devices will be supported are currently supported and iOS will be supported in H2 of CY2014.
Power BI enables business users to interact with their data in natural language. The natural language query capability allows users to ask questions of their corporate data and get instant and visual results. The experience is instantaneous and uses natural language query. Q&A interprets the semantics of the question the user is asking and serves up the correct interactive chart or graph.
It’s as easy as going to a colleague to ask a question. This dramatically increases how many business users can get more value from their existing BI solutions.
Microsoft BI consists of a set of products that provide a complete, end-to-end set of BI capabilities. This platform can be simplified into three key areas:
The first is about connectivity. It is important to recognize that Microsoft BI sits and works on a heterogeneous stack, it is not just about SQL Server or Oracle data sources, but about working with a wide array of data sources whether structured, unstructured, internal, or external, including connectivity to SAP applications.
The second is a set of Enterprise Information Management (EIM) and BI Platform services like Analysis Services, Reporting Services, Integration Services, Master Data Services, and others. SQL Server is considered the most widely deployed platform (40% unit share) for these platform services.
The third is about end-user tools, such as Excel Workbooks or PowerPivot Solutions or SharePoint Dashboards or Scorecards. These capabilities are delivered through the productivity and collaboration tools that customers are most familiar with and, in most cases, already use—namely Office and SharePoint.
In addition, Microsoft has a common development platform with SQL Server Data Tools built on Visual Studio 2010 for your BI solutions.
So the simplified view of Microsoft BI comes down to the capabilities that you see on the left and the products that deliver those capabilities on the right.
It is important that Microsoft has also been recognized by third party analysts like Gartner to be a “Leader” or in the “Leader’s Quadrant” of both Data Warehousing and in Business Intelligence. In the report, Gartner recognized Microsoft to having one of the best value propositions on the market with a low cost and a highly favorable price/performance ratio.”
http://www.gartner.com/technology/reprints.do?id=1-196VVFJ&ct=120207&st=sb
http://www.gartner.com/technology/reprints.do?id=1-196VVFG&ct=120207&st=sb