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Tableau and Microsoft - Best of both worlds!

Tableau and Microsoft - Best of both worlds!

Self-Service BI synergies, Tableau Software supplements versus replaces the Microsoft BI Stack. Fast rapid analytics and visualizations, ease of use, any data..

Presented @ DevTeach Conference in Vancouver, BC December 4, 2013

Stéphane Fréchette

December 06, 2013
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  1. Tableau  and  Microso0   Best  of  both  worlds!    

                Stéphane  Fréche;e   Wednesday  December  4,  2013  
  2. Who  am  I?   My  name  is  Stéphane  Fréche2e  

      I’m  a  Database  &  Business  Intelligence  Professional  and  Founder  |  CEO  of       and  also  a  SQL  Server  MVP.  I  have  a  passion  for  architecFng,  designing  and  building   soluFons  that  ma2er.     Self  proclaimed  Open  Data  Hacker/Advocate  I  founded  GaFneau  Ouverte  a  ciFzen  led   iniFaFve  which  aims  to  promote  open  access  to  civic  data  of  the  city  of  GaFneau.       Twi2er:  @sfreche2e   Blog:  stephanefreche2e.com   Email:  [email protected]      
  3. Session  Outline   •  MicrosoR  Business  Intelligence  (The  Stack)  

    •  Self-­‐Service  Business  Intelligence  in  Excel  –  Power  BI   •  Power  Pivot,  Power  Query,  Power  View,  Power  Map  –  Power  BI  Office  365   •  Tableau  SoRware   •  Versions   •  Core  Technologies   •  MicrosoR  Data  Sources   •  Business  IntegraFon   •  SharePoint,  PowerPoint   •  Demos   •  Summary   •  Resources    
  4. Analysis     Services   ReporFng Services   IntegraFon  

      Services   Master  Data     Services   SharePoint Collaboration Excel Workbooks Power Pivot Applications SharePoint Dashboards & Scorecards   Data  Quality   Services   OData   Feeds   Line  of  Business   ApplicaFons   Hadoop Big Data Microso0  Business  Intelligence  
  5. Self-­‐Service  BI  in  Excel  2013   •  Excel  delivers  powerful,

     intuiFve  capabiliFes  for  self-­‐service  BI     § Power  Query  (codename  Data  Explorer)   § Power  Pivot  (previously  PowerPivot)     § Power  View     § Power  Map  (codename  GeoFlow)     (That’s  A  Lot  of  Power!)  
  6. Power  Query   Power  Query  Preview  for  Excel  is  an

     add-­‐in  that  enhances  the  self-­‐service  Business   Intelligence  experience  in  Excel  by  simplifying  data  discovery  and  access.       Enable  self-­‐service  data  discovery,  query,  transformaFon  and  mashup  experiences  for   InformaFon  Workers,  via  Excel  and  Power  Pivot     •  Discovery  and  connecFvity  to  a  wide  range  of  data  sources,  spanning  volume  as  well  as   variety  of  data.     •  Highly  interacFve  and  intuiFve  experience  for  rapidly  and  iteraFvely  building  queries  over   any  data  source,  any  size.   •  Consistency  of  experience,  and  parity  of  query  capabiliFes  over  all  data  sources.   •  Joins  across  different  data  sources;  ability  to  create  custom  views  over  data  that  can  then   be  shared  with  team/department.        
  7. 7       Access  and  mashup  data  from  virtually

     any  source  to  create  powerful   reports   Power  Pivot  
  8. Power  Pivot   •  Power  Pivot  enriches  Excel  by  compressing

     storage  and  provide  fast  querying   and  reporFng  from  tabular  data   •  xVelocity  in-­‐memory  analyFcs  engine  (formerly  VerFPaq)   •  Highlights;   •  Load  data  from  a  variety  of  sources   •  Extremely  large  volumes  can  be  stored   •  Data  Analysis  Expressions  (DAX)   •  Can  be  enriched  with  Hierarchies,  KPIs,  PerspecFves  and  ReporFng  metadata   •  First  introduced  as  an  add-­‐in  with  SQL  Server  2008  R2  
  9. 9   Visually  discover  and  share  insight  across  all  levels

     of  the  organizaFon       Power  View  
  10. Power  View   •  Power  View  provides  an  interacFve  data

     exploraFon,  visualizaFon  and   presentaFon  experience   •  Strong  visual  design  experience  (WYSIWYG)   •  Rich  meta-­‐driven  interacFons   •  First  introduced  with  SQL  Server  2012  ReporFng  Services  in  SharePoint  Mode   (BI  and  Enterprise  ediFons)   •  Now  part  of  Excel  2013  (need  to  enable  add-­‐in)   •  Power  View  sheets  can  be  added  to  Workbook   •  Can  be  based  on  a  Workbook  Data  Model,  or  SSAS  Tabular  Data  Model,      *SSAS  MulFdimensional  Model  (SQL  Server  2012  SP1  CTP3)   •  Requires  Silverlight  5  to  be  installed  
  11. Power  View  –  Key  New  Features   •  Power  View

     sheets  can  connect  to  different  data  models  in  one  workbook   •  Modify  the  internal  Data  Model  without  leaving  the  Power  View  sheet   •  Power  View  in  Excel  Services,  Excel  Web  App  and  Office  365   •  SharePoint  Server   •  Pie  charts           •  Maps   •  Key  Performance  Indicators  (KPIs)   •  Hierarchies   •  Drill  up  and  drill  down   •  Hyperlinks    
  12. Power  Map   Power  Map  Preview  for  Excel  2013  allows

     you  to  plot  geographic  and  temporal  data   visually,  analyze  that  data  in  3D,  and  create  interacFve  tours  to  share  with  others.                         h#ps://www.microso/.com/en-­‐us/download/details.aspx?id=38395   *Requires  Microso/  Office  Professional  Plus  2013  or  Office  365  ProPlus.  
  13. Tableau  Desktop     •  Explore  and  visualize  data  

    •  Self-­‐service  analyFcs  for  everyone   •  Ease  of  use  to  ease  your  mind   •  10-­‐100x  Faster   •  Perform  mashups   •  Smart,  fit  and  beauFful  dashboards   (Personal  and  Professional  EdiFons)    
  14. Tableau  Server   •  InteracFve  dashboards  in  any  browser  

    •  Mobile  Business  Intelligence   •  Blazing  speed  against  massive  data   •  Blend  disparate  data  with  a  click   •  Secure  informaFon  management   •  Enterprise  scalability      
  15. Tableau  Online   •  The  power  of  Tableau,  in  the

     cloud   •  Share  dashboards   •  Edit  your  data  anywhere   •  Centralize  your  data   •  Update  automaFcally   •  Stay  secure,  by  design  and  by  default      
  16. Tableau  Public   •  Plarorm  for  stories  on  the  web

      •  Embed  live  visualizaFons,  no  programming  needed   •  Go  Mobile   •  Drive  traffic  via  sharing   •  Publish  updates  in  seconds   (Public  Premium  –  Suppress  underlying  data)        
  17. Core  Technologies   •  VizQL  –  NaFvely  visual-­‐and  therefore  faster

      •  Allowing  simple  drag  and  drop  funcFons  to  create  sophisFcated  visualizaFons   •  In-­‐memory  Data  Engine   •  Breakthrough  in-­‐memory  data  engine   •  Column  storage,  architecture  aware   •  Fast  performance  with  massive  data   •  Live  Query  Engine   •  A2aches  directly  to  corporate  data  stores   •  CompaFble  with  data  of  all  formats  and  sizes    
  18. Data  Sources  -­‐  Microso0   •  MicrosoR  Excel   • 

    MicrosoR  Access   •  MicrosoR  PowerPivot   •  SharePoint  published  and  local  file   •  MicrosoR  SQL  Server   •  MicrosoR  Analysis  Services   •  MulFdimensional  and  Tabular   •  SharePoint  Lists   •  Windows  Azure  Marketplace  DataMarket   •  OData,  ODBC  
  19. Business  IntegraZon   •  JavaScript  API   •  SubscripFons  

    •  Data  Extract  API   •  Administrator  Views   •  Data  Source  Filters   •  SharePoint  Web  Part   •  Custom  User  Interfaces   •  Web  Site  IntegraFon   •  PowerPoint  Live  Views   Info:  h2p://www.tableausoRware.com/new-­‐features/8.0?Fd=1821#feature-­‐list    
  20. SharePoint  Web  Part   •  How  to  insert  Tableau  Views

     in  SharePoint  Pages  (Web  Part)   •  Embed  View  into  SharePoint  (MicrosoR  SSPI)   h2p://onlinehelp.tableausoRware.com/current/server/en-­‐us/help.htm#embed_ex_SP.htm     •  Embed  Views  into  SharePoint  (Local  AuthenFcaFon)   h2p://onlinehelp.tableausoRware.com/current/server/en-­‐us/ help.htm#embed_ex_trustedauth.htm#Embed_Views_into_SharePoint_(Local_AuthenFcaFon)  
  21. PowerPoint  Live  Views   •  Embedding  Live  Tableau  Server  Views

     into  PowerPoint   h2p://kb.tableausoRware.com/arFcles/knowledgebase/embed-­‐live-­‐views-­‐powerpoint     LiveWeb  required  -­‐  h2p://skp.mvps.org/liveweb.htm    
  22. Summary   MicrosoR   •  Self-­‐service  BI  in  Excel,  Power

     BI  provides  the  tools  you  need  to  find  data,  shape   and  filter  it  how  you  want,  model  it,  and  visualize  it.     •  All  users  can  transform  data  into  insight…  with  the  tools  they  already  know     Tableau   •  True  Best  of  Class  Visual  AnalyFcs  and  Dashboards   •  Mobile  BI  for  a  wide  variety  of  mobile  device  types   •  Strong  ApplicaFon  IntegraFon,  APIs  and  SharePoint  Web  Part   •  Supplements,  complements  instead  of  replacing  MicrosoR…     Try  them  yourself  today!    
  23. Resources   •  Examples  –  ConnecFng  to  Data  Sources  

    h2p://onlinehelp.tableausoRware.com/current/pro/online/en-­‐us/help.html#exampleconnecFons_overview.html   •  Custom  SQL  and  Parameters   h2p://onlinehelp.tableausoRware.com/v8.0/public/online/en-­‐us/customsql.html   •  Tableau  Dashboard  AcFons   h2p://kb.tableausoRware.com/arFcles/knowledgebase/combining-­‐sheet-­‐links-­‐and-­‐dashboards   •  Embedding  Tableau  Views   h2p://onlinehelp.tableausoRware.com/current/server/en-­‐us/embed.htm   •  Training  &  Tutorials   h2p://www.tableausoRware.com/learn/training