Advanced Reporting in SharePoint with Microsoft Power View

http://www.Gig-Werks.com - http://www.YouTube.com/GigWerks - http://www.TheSharePointBlog.net

Join Award Winning SharePoint solution provider Gig Werks for a complimentary webcast on Advanced Reporting in SharePoint with Power View. Microsoft Power View enables quick and easy visualization of your data while allowing sharing and collaboration of business insights in a familiar SharePoint Server environment. This webcast will highlight all the features available from Power View along with what advanced reporting can do for your organization.

For more information check out http://www.Gig-Werks.com

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Closed Caption:

this is joe get some good works on a
start today's webcast uh we're gonna be
going of advanced reporting and
sharepoint and with a focus specifically
on Microsoft powerview very exciting new
feature that is available for 2013
sequel 2012 on the back i I'm Jagger
tonight should have included my slide
today Christian holds lynn who is a
senior solution architect and partner
here at big works will be presenting the
demonstration and i'm gonna kick it off
with a little bit about Who good works
is and little overview of the bi stack
itself as it relates to microsoft and
sharepoint and then turn it over to
Christian and then eventually Q&A so i
will go through a slide deck and intro
demonstration questions and answers I
just a quick heads up with funky here
ah
it comes to the Q&A section will give
everybody opportunity to unmute their
phones but if you look at the top of
your live meeting there's a section for
Q&A where you can post also as we go and
if you hit f5 the live meeting will
become full screen for you today
in terms of today's presentation will
discuss as I said a little about who we
are
uh a quick overview of business
intelligence and then of course the
demonstration questions and interest
I began the company in 2002 I 2001
really but late 2000-2002 we call it
even go partner since we began the
company in 2002 and we didn't feel
managed our since 2004 now a very very
very very very small percentage
something like half of one percent of
all gold partners are managed by
microsoft and film as partners really
all really comes down to is that early
on Microsoft recognized in big works uh
particular abilities as it relates to
technology and customer satisfaction are
we one Microsoft Technology partner a
new york metro now for three straight
years i started 2012 mission 12 as well
as various other Microsoft awards and
tech forum award in 2008 now the thing
that's important to understand about the
field management program is that as a
consequence of being filled managed
we've also been invited into the partner
evidence program for sharepoint 2007
2010-13 we've been running sharepoint
2013 in house now since november and
started getting trained on the platform
in july of last year currently Christian
and a couple other Keith folks inside
the firm also have received training on
the new microsoft application
development model as well as a new
office 2013 development model so please
look for future webcasts will explore
and explain what some of those
opportunities for development and
enterprise features of will look like
terms of market focus
I'll we service everywhere from a
hundred seats 250,000 seat and while
we're headquartered in New York we have
accounts throughout North America
also want . on the screen and can find
these on our website and of course we're
happy to share these with anybody
uh we have a number of Quick Start
programs uh our sharepoint three-day
staging and development workshop which
is incredibly a powerful and popular
among our client base especially for
those who are running 2010 need to get
up to speed on 2013 quickly get to build
in-house or working with trusted vendor
like it works
these workshops go a long way to
facilitate our clients understanding of
the platform best practices and we
contextualize it with use cases that our
clients providers of course we also have
of a number of other things not least of
which of course is a business
intelligence quickstart offer branding I
connection of line of business data
through the business connectivity
services we have a few more but we
wanted to call out these
out were also make certified to the
Microsoft experience center again a
privileged few partners enjoying the
country
I and for those of you who are in our
region we really do encourage you to
reach out for these are great
presentations of they really go through
the entire feature stack of Microsoft
let you understand how to really
leverage that investment that you
already have in microsoft and during
which we review sharepoint 2013 office
2013 sequel 2012 link whole bunch of
stuff it's a limited attendance of these
things in more than ten procession
happen again much like our workshop
these things are very informative a to
our friends in the IT department who we
work with to get up to speed on how to
again best leverage their current
investment and extend microsoft
solutions throughout the enterprise
so moving right along into business
intelligence our business intelligence
is something that Microsoft really began
to engage and with a sequel 2000 really
started to take a big headway really
major advancements once we get the
sequel 2005 and now sequel 2012
second-to-none is Microsoft's bi but the
bi story as it relates to microsoft
I've always had three major components
so it's excel sharepoint and sequel
server so sequel server is gonna run
analysis services and we're gonna build
your data marts and the like but for
presentation manipulation and for end
user access its excel and sharepoint
that really bring the bi story of
Microsoft to bear in a way that no one
else really enjoys and hopefully you'll
see that as part of the demonstration as
we go into powerview we're using
sharepoint as this front-end
presentation tool and driving things
through excel on the the intuitiveness
the the adoption rate and the
satisfaction that your end users have is
really quite profound
we've often argue that excel itself is
probably the most widely adopted it is
the most widely adopted business
intelligence tool i go back to the days
of the birth of the pc and its dominance
and after the days of mac and lotus it
was about the spreadsheet which was the
first time that you are able to put
really user friendly business
intelligence tools into end-users hand
and that powered I'm of accelerants
l-like application itself being the
obvious leader in the marketplace by
great stretches that that that usability
that knowledge base is something that
the microsoft business intelligence
story really i can bring to bear like no
one else are so with business
intelligence you want to explore data
visualization which we think is used and
then of course security control around
that data
are so self service is a big part of
this ability to explore and visualize
so as you explore
data looking at large datasets and the
ability to summarize and filter through
uh charging like to the tables have been
out for a little bit of time now we love
them
uh as a company that also uses microsoft
crm we truly drink the kool-aid and as
powerpivot in our view of matured has
really helped us transform the way we
work on a day-to-day basis
and so again on this topic of
self-service with self-service is HUGE
if you think about the old paradigm of
business intelligence with a number of
inquiry shooting down to the IT
department requests for this report and
that report in the old days of access
and crystal out well again that where we
really gone now as as an industry is to
this ability to quickly visualize mashup
data cleanup access its distributed and
distributed in a secure fashion across
the enterprise
and so Excel really sits in the middle
of this hub and spoke model and has
again just taken on new power as we move
the wall and so powerview very much the
great way to visualize and then the
publication so that as you produce
reports bring him into sharepoint where
again you can securely share them
it is a huge benefit of this model
I
kill you guys with too many slides are
again more of the same if you will the
ability to quickly analyze and preview
information the conditional formatting
and the creation of charts and pivot
tables through very easy to use and user
tools is again one of things that we
really believe you can find compelling
in the demonstration
and again powerpivot which you know well
and Power View and uh now coming up to
the end of my deck in the next couple of
minutes here so do bear with me are the
Power View is this new paradigm within
it
you know it's remarkable if you look at
these panels that this is even excel
that you're viewing but again with that
knowledge and users have of Excel of how
to use it
uh big driver so I the ability to
explore and visualize and present
information
place to all levels of of your user base
through power to you
operation excel is it it's
and so the this power pivot teacher and
now the data model entering native in
Excel I it's no it's not necessary to
download separate add-ins and can just
be simply activated and one of things
that we think is very compelling about
Power View and power pivot of its
ability to render directly in the
browser and this is what the sharepoint
component in office web apps really
bring to the party
powerview a standalone version of
sharepoint was a very exciting
introduction to visualization really
transformative in the way uh
visualization occurs on data and allows
for creative interactive reports to be
driven by end users and help others
really get insight into what was
otherwise too much siloed and difficult
information for the rest of the
enterprise to interact with
so as you see this and then Christian
will take you in-depth the filtering
capabilities ability to add those
filters ability to drill down off those
filters is just so wily intuitive and
also very easy to modify just a quick
personal story on this is we were going
over the the redetermination of our
statistics that come out of microsoft
crm serum had a lot of reports wiring it
up to these interfaces
I you know in minutes i was asking for
additional filters and they were being
rolled out for my team
okay so this next piece is gonna be
presented by christian holds one senior
solution architect and partner here it
works and I turn it over the question
thank you just bear with me as well I
get my screen set up really quick i'm
going to take you guys through
demonstration of the power View feature
which is a new feature in sequel server
2012 reporting services that will
integrate with will integrate with your
SharePoint environment and it is
supported in both sharepoint 2010 as you
can see here in the demo and also it's
supported in sharepoint 2013 so you have
the option to run it in both
environments if you have a 2010 far more
looking to upgrade to 20 10 or if you
want to move to 2013 both of those
options are available i'm going to go
ahead and update my color resolution
here so the bi looks a little prettier
for all of you guys on the live meeting
and then we'll go ahead and jump right
into it
yeah
so you're looking at here is you're
looking at a standard sharepoint 2010
internet site with couple of libraries
that are hosting some of our bi tools on
the left hand side here under libraries
we have our link to our self-service bi
document library so the intent of power
view is really to extend the
capabilities of all the existing
microsoft bi stack
which includes for example sequel server
data marts analysis services databases
and most importantly powerpivot which is
an add-on for excel which also
integrates with sharepoint and power
view is an extension not only of power
pivot so you've already invested in that
product offering as something that you
are now using on a day-to-day basis or
looking to invest in it as a as a bi
technology the power of you add in from
reporting services in sequel 2012 Mary's
very nicely with that product set so
it's a further extension of your
existing investments so it basically
just brings more to the table that you
can do and it relies on standard data
modeling techniques and excels that are
a lot of people are familiar with
so here's our powerpivot gallery we have
some data models and we can see we have
some sample reports in here already i'm
going to take you through one of the
samples here the contoso energy model
so this powerpivot workbook in this
gallery can see this little icon appear
on the right create power view report so
you come into your standard library you
have all of your existing power pivot so
now what you can do is you can jump
right into a self-service report builder
style interface with a
what-you-see-is-what-you-get a wysiwyg
editor which is a very user-friendly and
provide you with a nice browser based
design surface for building these
reports on the fly so i'll show you how
this works
so we've created a new power you report
here so let's go ahead and give it a
title so we're going to call this our
oil and gas analysis report
thing that you may notice immediately is
that
our data is up in sharepoint were often
running already in our report
environment and we haven't left your
browser and we've already got a report
titled going on so let's go ahead and
start taking a look at what analysis
that we want to do so the the mock
scenario i have here is I work for an
oil and gas company we sell oil and gas
to the marketplace and I want to take a
look and see at how our company has done
over the last 10 years get an idea of
where our investments are going how
productive our business units are and
see if there any trends are issues
within those departments that might want
some action on my part as the overseer
of this of this company and this tool is
exactly designed for answering these
questions in a very short order of time
it's over on the right-hand side you can
see a number of these little headings
over here these are basically all of the
data points that have been provided to
me by the underlying powerpivot data
model and power view is exposing them to
me with standard terms that i can
recognize as a business user so i'm
going to go in and I'm gonna start with
business units
and i'm going to click on name and this
will start a new
grid for me over here on the fly
so I want to compare our business units
with our production status so i can go
down here
open up the production status
group of fields and I want to pick
actual stuff
so I'm just looking at these aggregates
on-the-fly I've got three of my groups
here i can make this report a little bit
bigger if I want to I can expand it over
the whole surface if need be
and one more column i want to add here
is the year
ok here's our nice flat denormalized a
table not very pretty
go ahead and use some of the built-in
visualizations of Power View to reshape
this data to make it a little more
presentable for us so i'm going to go
ahead and go up to the ribbon control
which is up here and you can see the
design tab has been open as a section
called visualizations and i'm going to
expand this out so I can see my full
choices here and I'm gonna pick under
the chart section
I'm going to pick clustered columns
so this is going to reshape the data
that I've brought in
going to convert this into a clustered
column chart
right on the fly
just a little bit bigger so we can see
it
that's a little better we're gonna fill
this up with a few more of these things
so I'm gonna leave this here up in the
top left corner so we have our business
units down here on the bottom we've got
the Gulf Coast we've got the Rockies and
we've got san joaquin we have our year
over here dynamically fill that in our
legend and we've got our actual metrics
that were tracking
so we've grouped by name in there so
immediately within a minute or so we can
go and see how the Gulf Coast has been
doing in their production has been
relatively erratic they've had some
upward trends and then some downward
trends and back up and back down again
now we can see that other two business
units even though that their total
volumes haven't been as high we can see
that they have a clear and steady growth
pattern over the last 10 years so we can
tell that those areas are trending well
so what we want to do next is
work this particular report we want to
animate some of this data we know that
this data is available over the last 10
years
so one of the unique elements of power
view is the ability to look at this data
as it changes over time so you can see
these trendlines clearly just by looking
at this graph but what if you want to
see it in motion and see how it actually
flows over the last 10 years so we're
going to go back up to our
visualizations section here and we're
going to switch this
graph we've got
going to switch this to a scatterplot
oh it's that easy just
which its
add a couple more fields into this plot
one of the new features that
Power View has added that's unique to
all of the tools in the stack is what's
called the play axis so if you look here
down on the bottom right of the screen
what I'm going to do is I'm going to
take this year field here which the
graph is currently using as the legend
and i'm going to move it into the play
axis column here
what this is going to do this . this is
going to make a dynamic axis on the
bottom which we can animate using the
years our values so we can watch as
these data points change from time to
time you can actually plot out a little
path of of how your metrics changing so
this makes for extremely useful trend
analysis and visualization
so let's add a couple more fields here
to our report go in and look at our
production status
values and we're going to include the
sum of our production days so
essentially we want to see over the
amount of time that has passed since the
beginning of our time frame which is
basically the year 2000
we want to include how much time
past and we want to include the variance
average as well
and this is going to give us
chart like this
expand this a little bit so it's easy
easier for you guys to see on the screen
what's nice is when you're designing
these reports it looks a little bit
small on the screen but you can pop out
the specific items that you're working
on in order to make it easier for you to
class these individual items before
you're ready to lay them out in the nice
a paper space format that you have so
you can see things more clearly while
you're designing them and then when
you're done you can just collapse them
back and they go back into the place
where you originally had them on the
report so it's very easy to design a
very user-friendly
ok
so let's make a couple little
modifications here we're gonna go up and
we're going to change the way these data
labels are labeled so we'll go up to the
Layout tab
and we have our data labels item here so
we can very quickly say let's put these
on the right of our Globes and there we
have our data label show up
and our scatterplot
and now let's go
this thing run so the play axis comes
with a little play button down on the
bottom right here you can see so when
you run this and hopefully this comes
through on a live meeting the little
terraria scatterplot globes on the
report will actually animate themselves
let me see if i can expand this a little
bit and try that again
easier to see if it takes up more screen
space
i'm doing is i'm actually watching how
my metrics are moving over time and I
can run this and run this to my heart's
content
what I'm seeing is I'm seeing what I
also noticed in the original column
chart that I had if you watch this again
you'll see San Joaquin the green globe
is moving up at about a normal rate
which is kind of what you would expect
you would expect slow steady or fast
steady growth but some predictable state
growth whereas if you look at the gulf
coast on the right hand side which is
that red globe it's moving around very
erratically very hard to predict how
that business unit is going to produce
how much they're going to produce and
what in the following year
that play axis is very useful for that
also
what's useful is
after you run the play axis you can
select individual nodes in your chart to
see the history
Power has moved across the chart so
there you can see what those are all the
points that it's been sampling and it
draws this nice little trend line for
you so you can see the trend here's
rather Iraq this is clearly a dead
giveaway you're not really sure where
it's going to move to next it's kind of
going back and forth so you sort of
actually have a sort of left to right
motion or right to left motion trend now
compare that with
san joaquin
and that's a clear upward slow steady
growth predictable trend
ok
let's go ahead and add another chart
side-by-side so will pop this back down
onto our design surface and leave it in
our chart so another nice feature of
power view is the ability to do very
rapid side-by-side analysis
so we want to add another graph to them
to the right of this essentially going
to show us the distribution between oil
and gas that is represented by each one
of our business units so let's go ahead
and go back into our field selector here
go up and we'll hit name under business
unit and this is going to start a brand
new area on our report so if you have
basically if you're following along if
you have one of these if you have the
setup in your environment it's as simple
as d selecting the chart and just
picking more metrics and it just creates
another chart area for you it's that
simple
so we'll put our business unit in here
we've got that go back and take a look
at our fields we're going to go down to
the well header section and we're going
to select our product name so we want to
see what types of products each one of
our business units producing obviously
we have oil and gas for each one and
then to get some count that we can
measure will go ahead and select the
number of wells value and that will add
that as our final column let's drag that
out give this a little bit more space to
breathe in our report
so now we have a side-by-side comparison
not only $PERCENT of our production
statistics and history of a running
history of that over the last 10 years
we also have a data analysis report on
the right-hand side so this tool is very
helpful for managers and and staff who
like to see the graph and also the data
in line
it's very easy to do it's a simple
simply adding another chart which by
default gets created as a table so we
are going to go ahead and and change
this guy a little bit we're going to go
up to our visualizations tab going to
make the sky column a little bit easier
to read now so now we can see the
distribution between all of our
individual business units and the
difference the distribution between gas
and oil so we can tell which one
produces more of which so we can see
that the Gulf Coast here and we'll get
two possible get this guy out of here in
a minute you can see this guy has quite
a bit more gas welcome to the soil well
maybe that has something to do with the
the erratic miss of its of its history
over time as possible
san joaquin which has the clear slow and
steady growth is basically entirely in
oil production group
ok so let's do a couple of a fine
material to turn off the title of the
scale more space will go ahead and check
out our layout section the layout
section is very nice very easily
manipulate things like the legend if you
want to the legend to the top to give
the columns more horizontal room and you
can also get rid of the title
some of these charts don't need titles
because the information and the axes
present enough information and context
for the viewer that you don't need to
take up extra screen space with the
title so you can turn those elements are
very easily
ok so i mentioned we want to get rid of
blank sections we have a bunch of data
that isn't pegged to specific business
units that's fine right
normally that would be an issue in a lot
of reporting scenarios where you have
data quality issues and here it's very
easy to mitigate we'll go ahead and
click on this chart will go up to our
home tab and will turn on our filters
area
over here on the right-hand side so pop
out our filters area button this is
going to give us a nice area where we
can drag and drop or select filters that
apply not only to all of the charts on
the report but also to a specific chart
within the report if we want to have
some unique filter setup so we're going
to go ahead and pick chart
we're going to expand
the name field
and we're gonna
go ahead and pick every
now and then we're gonna which selects
all of the values so if you have a lot
you can start with selecting all and
then we're gonna disable blank so let's
turn off blank
and now our chart is quite a bit more
easy to read so we don't necessarily
care that we have a bunch of date in the
back and it hasn't been attributed or
tag yet working with the data that we
know is there that we know we can use
and this can all be done on the flight
so we don't have to go back and make
data changes to the underlying model of
the underlying database to create this
chart and make it usable for the people
who need to see it and when we're done
this down we want to leave them open
or we can go ahead and simply turned off
give ourselves more screen space
ok
we're going to add one more charge down
here what we want to look at is we want
to look at once we've determined that
there's clearly some erratic behavior in
our in our Gulf Coast business unit
which we suspect may be due to the fact
that they have considerably more gas
wells and oil wells
or conversely are most stable business
unit is entirely oil wealth
we're going to go figure out now whether
or not the market rate of our products
has been contributing to that volatility
and since we have that data to play with
in our model we can add another chart on
the bottom left to figure out the answer
that question
let's go ahead and start a new chart on
the bottom left here
i'm going to go over to our time
column and pick a year so we'll add that
as our first column
the next thing we want to check as we
want to check our market price
so we'll add our product name
do that so we can determine split up
between gas and oil for each year and
then we can take our average market
price to see what was the average price
like in that year for that particular
product and this will give us a nice
distribution of how oil and gas has been
doing over the last 10 years and
hopefully we can find some correlation
between our business unit behavior and
the market price of our products make
find some explanation or hopefully some
answers to why our Gulf Coast upset
might be doing performing so radically
let's go ahead and move this over to our
left side so these elements on here are
very malleable you can move them around
you can place them and reshape them to
resize them however you need to give a
nice nice layout space so you can create
a report that basically shows things
exactly how you need to use as much of
the canvas space as you as you like
ok we're going to convert this guy into
a column chart so we'll go back up to
our design tab and we'll pick our column
visualization
and what this is gonna do is it's going
to stack our columns by our product name
oh well and good but we
want to do is we want to actually split
these graphs apart so that we can see
the individual trend lines as they flow
across both products
so if you look over on the right hand
bottom side of the report designer
you'll see a field called vertical
multiples
so when we take our product name and we
drag this down into the vertical
multiple field
what it's going to do we can drag and
drop these fields in here what this is
going to do is it's going to change our
report instead of including a legend
that sometimes can take up a lot of
screen space and that really be as
valuable as you might as you might need
it divides the comedy College Art into
two groups based on the options
available in that in that section in
this case we have gas and oil so we get
to max easily readable a charge here
I'll blow this up so we can see it's a
little better on the line meaning
average market price by product engineer
nice and easy to read
so what does this tell us about the
market price of these two commodities
well we can see that gas has really
hardly any trends that we can see there
was a slight upward trend towards 2005
which took a little dip and you know six
or seven went back in LA but now it
seems to be back down and maybe it's
growing again so this one doesn't seem
to have much market predictability seems
to be a little bit more volatile make go
back and explain why again why are why
that one business unit their their
movement is so erratic across all these
years so hard to predict
you can't predict the market value of
the products that they're producing how
are you going to predict what they're
going to bring in revenue and that
following here and just basically a will
expose that for you
on the other hand you can see or oil as
a clear trend line that started back in
$MONTH 2001 who's up a little bit before
then dipped a little bit but then
consistently has risen until away and
it's spiked and it dropped so there was
some volatility here between 2000-2009
and you can you can float over these to
get these specific numbers that you're
looking so if you wanted to know exactly
what it wasn't 2009 float your mouse
over it and you get a little pop out
window
even this clear trend this one instance
of volatility for these couple years may
be mitigated really by the trend itself
so it's not necessarily safe to say that
this is a terribly volatile commodity at
this point with this clear rising line
behind it
this may just be one instance of a dip
in the market which seems to be
recovering at this point let's go ahead
and drink that back into
all
ok so what have we learned so far just
by looking at this data and sort of
shaping it in these different ways that
that we want to see in this essentially
what amounts to about 20 minutes now
we've been able to determine our
individual business units have done over
time we've been able to plot that and
watch that and go back and see
historically how they operate
we've been able to determine if that
particular volatility maybe do two or
look for a source for that volatility
based on what those groups are producing
so we've built ourselves of product
stacked column chart to identify what
sort of product distribution our units
are producing
determined that the Gulf Coast is really
a very gasps heavy industry or business
unit rather we then took a look at the
market factors to say okay maybe there's
some there's some market factors going
on here
so what does that mean for a consumer of
this type of report it means that with
data model that has not really a whole
lot of dimensions to it you know you
have asset business unit market price
time production status you know basic
things that we can mine out of our out
of most of our line of business systems
just to see how much do we clear who
cleared it
what products that we sell you know core
metrics of our company we were able to
very quickly and accurately determined
that there's clearly some correlation
between the products that were selling
the market forces that are driving the
value of those and a resultant
volatility of our ability to predict how
our business is going to do in the
future within specific business
departments and that's exactly what the
whole point of this utility is supposed
to do so one last and final item we like
to check
we're going to go ahead and we're going
to take a look to see what types of
wells and what the status of all those
wells are four different business units
so we'll add one more table in the
bottom right here we'll take a look at
our well header
well status
these active or they abandoned what's
going on
we'd like to know so let's check all
right we have all these different types
on now an abandoned we have producing
wells etc etc so now what we want is we
want the number how many of each said
that in half and finally we're going to
associate those with the business unit
to see well who takes ownership of those
and his response who gets credit for
their production / business unit
I don't pick name all we're doing is
picking and choosing data which has
already been associated for us in our
power pivot model so we don't have to
think about the associations between
these things we just know that as a
leader of this business I need to see
what types of wells are being produced
by what business units and after are any
unforeseen issues are consequences or
status flags that I don't know about
that i need to take action over i can go
ahead and I can just figure that out by
saying i want to see this this and this
and just simply clicking on them so
we'll switch this to a barter make a
little bit more readable go up to our
visualizations again at our bar option
to switch this over and we expand this
guy a little bit so we can see little
bit better when we save this thing to
send to our bosses and let's blow it up
so we can take a look at it while we're
designing it
ok there's a lot of blue and here we see
that crafty blank thing again
ok so we have some data that hasn't been
categorized no big deal right
we know how to add to extract it from
our report so that it's not clogging our
metrics so let's go ahead and reopen
that filter area and get rid of some of
this blank data here so i'll pop this
back down into a report surface and let
me go reactivate our filter area so i
can turn that stuff off and we get a
clearer picture from just the divisions
that just the business units that we
care about so I'll pop up in my filters
area can see remembered that I had a
trunk before so it's still trunk on it a
little carrot give this some expanding
so and we applied the the filter on the
last chart up here
to just the chart though here I want to
show you an example of where you can
actually apply this filter to the entire
view so if you have a filter that you
want to apply to all the charts and
grids and tables and matrices and
whatever you're presenting for example
if you are looking at a budget
projections and you have a bunch of ppl
data and you didn't want the numbers
from the actual to cloud the data you
could go in and say I only want you know
how they want to revenue tight budget
versus actual that would apply to all
the charts was very Swift easy way of
filtering out data down to a subset that
you're specifically interested it so i'm
going to go up to business unit and i'm
going to drag our name field into our
view filter area which you can see you
get the little blue arrow which means
drop me here we can drop that there and
we'll rinse and repeat so we'll turn all
these on and then we'll go ahead and
just disable blank and so this will
refresh all the charts across the whole
report now were asserting that none of
these charts are reporting any data from
any of the blank categorized business
units are only looking at the three that
we care about
so go ahead and go and turn this off ok
so earlier you may have seen me clicking
on some areas and like when i clicked on
the globe's here and the scatter plot
shows you the history of the Gulf Coast
for this one particular play axis
scatter plot but it's also doing its
live filtering out all the other reports
as well so you can click on any of the
individual reports and the item you
selected a live filter that flows
through to the other reports and this is
really really helpful for giving you do
direct look into basically it highlights
the data points for you that are related
to the selection that you made so you
can still see for example down here and
our number of wells by well status a
name that San Joaquin is mostly active
well you see this green highlighted bar
which corresponds to San Joaquin in our
legend most of their wells are active
and producing and they have some
injection wells that are also active and
they have a pretty small number of
abandoned wells so most of their
department and most of their resources
are actively producing at the moment now
I can go and we can switch it over to
the Gulf Coast supply the same filter
and highlight the same areas that we're
looking for
so down here now you see ok so this is
probably our issue we've got a couple of
issues clearly we have a lot of gas
production going on at the gulf coast
which correlates to a lot of market
volatility which is probably why we're
having such a difficult time predicting
our business is going how that business
unit is going to do but now we also know
that almost half of all of their
resources that they've installed in the
field have been abandoned so they've got
1305 abandoned Wells and they've only
got 1,550 act of producing wells so
despite their despite their volume of a
despite their volume of sales that
they're more revenue that are generating
we can see that there's a lot of
resources that have gone to waste in
that business unit so maybe we can jump
in and try to figure out okay
why are these things happening how can
we avert some of these issues and turn
this data itself into actionable into
actionable items that we can take to our
constituents and help improve these
metrics and again that's the whole
intent of this report its to get you
quick answers and insight to what's
going on as quickly as possible
and this is very useful tool for that so
now that I've managed to produce this
report and I have all this very
interesting data you know I can see it
on my screen and that's all well and
good but at some point you do have to
get this out into the wild and you have
to distribute it to the people who need
to be made aware not only just yourself
but managers subordinates people who can
help an actor change to correct whatever
discrepancies or whatever trends you
want to UM enact change on in your
institution so one of the very nice
features power view is its capability of
exporting to everyone's favorite
presentation document format powerpoint
and what's very useful about this export
capabilities i'll go ahead and run this
right now that's very useful about this
capability is the content that gets
created when you export this into
PowerPoint remains life so what that
means is you can take this file now go
ahead and save my powerpoint file oil
and gas trailing 10 years
go ahead and take this file open
PowerPoint
and I can start myself a presentation
we'll go ahead and start the slideshow
hair and the bottom here just click to
interact so normally you know you design
these in the browser very clean
user-friendly experience very quick to
put these things together and the
benefit of that is when you export this
into PowerPoint and you bring this into
your meeting you can actually interact
with the data live within the report
itself you can click on the interaction
button from PowerPoint and it will bring
you into the actual live report itself
using the same objects that you created
originally so you can look at those
trend analyses you can apply those live
filters and during the meeting you can
literally go and say well let's take a
look at this
you don't have to go back and make
another report and then come back and
have another meeting and then go back
and make another report it limits that
overhead of having to answer one
question go back figure out another one
answer another question and you know so
forth and so on so we see this is a very
powerful tool and again is Joe had
mentioned earlier while you were looking
at our slide presentation this is
something that we use internally and
this is something that allows us to get
very quick and rapid insight and answer
questions on the fly using a lot of our
line of business data and it we we find
it would be very useful in many
organizations and institutions to better
their own process season and help them
connect business more efficiently and
faster
and with that it takes me to the end of
my demo we'll go ahead and wrap up
thank you all again very much for
attending appreciate your time today and
please do fill out the survey let me
know what you thought and we we thank
you again for your time