SelfService BI Governance Overview SelfService BI without Governance
Self-Service BI Governance Overview Self-Service BI without Governance Key steps to establish governance Self-Service BI Reference Architecture BI governance within the greater context of IT governance Investment areas to support regulatory compliance and manage risks that are specific to Self-Service BI. Self-Service versus Managed Self-Service BI as an Enabler for Enterprise BI
Unapproved data sources Bad formulas and wrong results Insecure devices and storage locations Proliferation of unmanaged business-critical solutions
Fast and dynamic access to reports and analysis where and when you need it. High adoption rate across organizational functions and business units. Familiar tools, productive collaboration, and open lines of communication. IT department in the role of a business enabler rather than a dependency.
Executive Strategic • Vision and Leadership Management BI Governance Relies on a steering committee forming focused working groups, which consist of subject matter experts from different areas of the organization. BI Governance Tactical • Principles, Policies, Standards, and Procedures (steering committees and working groups) User Base Operational • Awareness and Execution
Tighter Control Enterprise Data Warehouse Controlled • Tightly governed • Push Content • Performance. Point • Reporting Services Short Lived • Collaboration • Report Builder Ad Hoc • Loosely governed • Push/Pull content • Power. Pivot • Power View EDW Business Unit Dashboards and balanced Scorecards Team BI and Collaboration Sites Project Sites File Shares My Sites - Personal BI Desktop and Mobile Devices Permanent • Dashboards • Business Intelligence • Business Process Management • Operational Reports Permanent • Knowledge Management • Information Sharing Permanent • Personal Information • Public/Private Views
e ige nc ell int BI Pros of du cer s pro Servers • Analysis Services • Reporting Services • Share. Point Server • Third-party systems Power Users lig e tel of in ers Business Analysts co nsu m Clients • Excel and Add-ins • Internet Explorer • Custom Apps nc e Decision Makers Information Workers Permanent • BISM • SQL Server Data Tools • Report Builder • Dashboard Designer More Specialized Ad Hoc • Power. Pivot • Power View • Data Mining Add-Ins Permanent • Operational Reports • Dashboards • Key Performance Indicators Ad Hoc • Power. Pivot • Power View
SSBI Corporate Business Intelligence • Addresses the guiding policies, principles, decision-making processes and oversight procedures to ensure the relevance and accuracy of the organization’s BI solutions. BI Governance Data Governance Information Technology • Revolves around the guiding policies, principles, decision-making processes and accountability of IT in the best interest of the organization. Self-Service Business Intelligence Tighter Scope • Addresses the guiding policies, principles, decision-making processes and oversight procedures to help business users create, share, and use relevant and accurate self-service BI BI solutions. Data Handling • Create policies for data quality, data management, process management, and risk management regarding the handling of data in the organization. IT Governance Corporate Governance Enterprise • Defines the goals for which the organization is governed.
SQL Server Native Client Microsoft ODBC Provider for Hive Third-Party Providers Analysis Services OLE DB Provider ADOMD. NET Analysis Management Objects SQL Server Native Client OLE DB for ODBC Third-Party Providers ADO. NET Data Feed Client Microsoft. ACE. OLEDB Linked Excel Tables Big Data Multidimensional Sources Big and Cloud • Parallel Data Warehouse, Teradata • Windows Azure SQL Database • Apache Hadoop/Hive More Complex BISM • Multidimensional and tabular Analysis Services databases. • Power. Pivot data models uploaded to a BI-enabled farm. Relational Database Management Systems Web Content Plain-text data files and desktop databases. RDMS • SQL Server • Oracle, Sybase, Informix, IBM DB 2 • Others Web-based • Windows Azure Marketplace Data. Market • OData, REST and JSON • Share. Point lists and document libraries • Cut and paste from Web pages Desktop • Microsoft Access databases • Excel spreadsheets • Comma-separated values (CSV) files
Consumerization of IT With the blurring of the lines between personal and work devices, applications, and services, the risk of losing track of what type of data goes where can lead to serious security issues. Cloud Sky. Drive Pro and Office 365 More Distributed • Sync workbooks and other files across devices. • Sky. Drive Pro is part of both Office 365 and Share. Point Server. • Office 365 enables browser interactivity for workbooks and Power View sheets. Email Exchange Server 2013 • Configure Search to crawl all discoverable content in Exchange. • Create an e. Discovery Center in Share. Point Sites Network Shares Files on local devices Share. Point Server 2013 • Share. Point e. Discovery Center • Power. Pivot Management Reporting • Approval workflows • ACM Integration Audit and Control Management Server • Non-intrusive auditing • Discover, assess and categorize spreadsheets and databases based on relevance, materiality and business impact Office Professional Plus 2013 • Analyze and document spreadsheets • Identify and categorize spreadsheet differences.
Client Tier Presentation Tier Share. Point Server Data Tier Information Tier Share. Point Insights Search Power View Power. Pivot Performance. Point Services Visio Services Excel Reports Third-Party Power. Pivot Add-In Reporting Services Power View Audit and Control Management Server SQL Server Analysis Services SQL Server Integration Services Deployed BI Semantic Models Self-Service BI Governance Corporate BI and Data Governance SQL Server Reporting. Services SQL Server Master Data Services SQL Server Data Warehouse Relational Databases Business Applications Files OData Feeds Cloud Services
Native ECS Features Core BI Features Power View 1 Deploy your Share. Point 2013 farms and enable shared services, such as Excel Services and Performance. Point Services. 2 Install Analysis Services in Share. Point mode and register the server in Excel Services to enable the core Power. Pivot functionality. 3 Install Reporting Services add-in and Reporting Services in Share. Point-integrated mode to unlock stunning browser-based data exploration, visualization, and presentation experiences. Security in a Self-Service BI environment Self-Service BI relies on the authentication subsystem and authorization model provided by Share. Point sites and libraries. SQL Server Analysis Services Reporting Services Power View Performance. Point Services Excel Services Visio Services Share. Point 2013 Enterprise SQL Server Database Engine Share. Point Role Description Visitor Has Read Privileges Member Has Read & Contribute Privileges Approver Has Approver Privileges Owner Has Administrator Privileges Code Description P Publish A Approve/Reject C Create R Read U Update D Delete X E Access Denied Execute
Reporting Services Power View Performance. Point Services Excel Services Visio Services Share. Point 2013 Enterprise
All Power. Pivot Features 4 Deploy the Power. Pivot for Share. Point 2013 Add-In to provide additional capabilities, such as full access to workbooks as a data source, scheduled data refresh, Power. Pivot Gallery, and IT Management Dashboard. SQL Server Analysis Services Power. Pivot for Share. Point 2013 Reporting Services Power View Performance. Point Services Excel Services Visio Services Share. Point 2013 Enterprise IT Management Dashboard • Track the usage of Excel workbooks with data models. • Discover mission-critical Excel applications. • Visualize system performance and usage. • See data sources being used. • Extend analysis with custom solutions based on the IT Management Dashboard data. SQL Server Database Engine
Usage data collection must be enabled for Share. Point components to log usage data. Client Libraries Power. Pivot Web Service Power. Pivot Management Dashboard Share. Point Usage Database Usage Logs Server Health and Workbook Activity Workbooks Power. Pivot Service Application Power. Pivot Management Data Workbook Excel Calculation Services Power. Pivot Health Statistics Collector Usage Data Import Usage Data Processing Mgmt Dashboard Processing Share. Point Timer Service Power. Pivot Application Database (Customizing the Power. Pivot Management Dashboard: http: //msdn. microsoft. com/en-us/library/ff 718155(v=SQL. 105). aspx)
Spreadsheet Compare • Compare spreadsheets side-by-side to identify and categorize their differences. Spreadsheet Inquire • Analyze, document, understand diagnose spreadsheet. Discovery and Risk Assessment • Assess and categorize spreadsheets and databases based on relevance, materiality and business impact. Audit and Control Management Server • Non-intrusive auditing of changes made to Excel spreadsheets and Access databases.
Security Features Import from Analysis Services or Power. Pivot Visual Studio development with integrated TFS Source Control Partitioning Features Personal BI Power. Pivot for Excel Team BI Power. Pivot for Share. Point Corporate BI Analysis Services One Model for All End User Experiences
A good, solid, BI Governance process will: Establish change management and training policies Increase adoption of BI Drive infrastructure and technology decisions Mitigate the risk of choosing the wrong platform because both business and IT needs are considered Risks / Concerns include: Inadequate support from business and IT leaders Business users refusing to abide by the rules Lack of policy enforcement What should be governed? Source data for business data models Business data models, collaboration sites, and shared content Security standards for accessing source data, and business information in reports, and Excel workbooks In areas with limited exposure, BI can be less controlled and allow for a more empowerment of end users. How to implement? Involve business and IT leaders Determine initial principles and goals Clarify ownerships of business information and infrastructure Develop a training plan Consider new requirements as they arise, reevaluate, and resolve conflicts Provide reports to executive sponsors
Windows Azure mva
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