Governing Power BI in large organizations

A story from a global classification company

Ida Bergum

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Agenda

Intro and background for project

Strategies- Corporate, self-service, business led, IT led. How we went about starting.
Technical implementation
5 low hanging fruits: Demo
Results & the way forward

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Bakground

Who am I? Who is DNV GL?

Consultant in Avanade for the past 2 years.
Worked with the Microsoft BI stack, especially
focusing on Power BI & Analysis Services.
Enjoy working strategical as well as technical-
the intersection between strategy, business
and IT is very interesting.

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The challenge

- Improve tooling and access to data

- Power BI had capabilities that had been lacking
- BICC – not involved- no ownership of Power BI in the org. An increasing adoption of Power
BI post rollout of O365
- Increasing amount of incoming projects- internal and external. No supporting function.

HOW COULD IT GET MORE INVOLVED AND HELP SUPPORT FACT BASED DECISION MAKING
IN DNV GL WITH POWER BI?
START WITH A HANDFUL highly prioritized and business critical projects. Discuss the
challenges. Support key Power BI initiatives
Establish Power BI as a managed reporting and analysis service internally in DNV GL alongside Cognos and Oracle BI.
Establish Power BI embedded as a visualization and dashboarding engine for customer facing analytics through
MyDNVGL.

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Delivery approaches of Power BI

Governance whitepaper: Provides a framework for increasing the return on investment

Power BI Delivery Approaches

Business-Led IT-Managed Corporate BI

Self-Service BI Self-Service BI
Governance
whitepaper
Bottom-Up Approach Blended Approach Top-Down Approach
by Microsoft
Analysis using any type of A “managed” approach Utilization of reports and
data source; emphasis on wherein reporting utilizes dashboards published by
data exploration and only predefined/governed IT for business users to

Corporate BI:
freedom to innovate data sources consume

Ownership:
Business supports all
Ownership:
IT: data + semantic layer
Ownership:
IT supports all elements Few large models
elements of the solution Business: reports of the solution

Scope of Power BI use
by business users:
Data preparation, data
modeling, report creation
& execution
Self-service BI:
Scope of Power BI use Scope of Power BI use
by business users: by business users:
Creation of reports and
dashboards
Execution of
published reports Many small models

Governed by: Governed by: Governed by:

Business IT: data + semantic layer IT
Business: reports

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Ownership Reserved.
Transfer
Over time, certain self-service solutions deemed as critical to the business may transfer ownership 6
and maintenance to IT. It’s also possible for business users to adopt a prototype created by IT.
Three typical Power BI project’s

- Business led Self-service external BI: A user (advisor) from Maritime is creating large PDF reports for
customer x and y based on risk calculations (normally done in Excel). They want to be enable and
foster discussions on the data rather than handing them a static report every quarter.

- Corporate Internal BI: A user from Oil and Gas had a report in another tool where IT was building the
report. The report was not helping him make decisions. The user in collaboration with IT builds a MVP
in Power BI. The report becomes the most used report in the org. Now it’s growing to other business
areas.

- From Business led self-service BI to «Corporate» External BI: A person in the organization see’s the
need to have a risk model introduced across various safety data sources (internal and external data)
presented to existing and new customers. They don’t know what they want yet. A SME starts building
the report without any DAX, M ++ knowledge with data extracted from existing reports. IT takes over
and collaborates with business applying Agile methods and scalability into the solution.

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Technical Implementation 10.000 Pro
licenses

Architecture- Data sources Premium to

be
- IT owned IBM Netezza data warehouse on premise
- IT owned Dev, test, prod Gateways maintained by DBA team
- IT owned Azure SQL “Datamarts” mostly for external reporting (DirectQuery). Firewall
security issue.
- Business users various sources, mostly data warehouse- mashed up with other sources +
Excel & access. Azure AS under development..
- Data platform Veracity “to be”
- Own application for customer facing analytics with PBI embedded reports

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How to seperate self-service from corporate?
How to make self-service cope with governance and standards?
How do we measure adoption and usage?
What best practices should a new project follow?
1. Setup infrastructure- ALM/workspaces
2. Visual guidelines & JSON theme / Report development guidelines
3. Sharing- Premium vs. Pro. Apps vs. «Share» vs. Embedding
How do we best and most effectively support the users?
4. Knowledge sharing & support
5. Metrics and audit

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Demo 1: Infrastructure

CREATE A APP WORKSPACE FOR DEVELOPMENT

• A person should never own the report
• Leverage the OneDrive for Business file area
• Version control
• Collaboration
• Permissions
• Dev-Test-Prod

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Demo 2: Visual guidelines and report development
guidelines
JSON
SEPERATE THE CORPORATE REPORTS FROM THE HOME-MADE theme
• Naming conventions on workspaces
Templates

MAKE INFORMATION AVAILABLE AND EASY TO USE FOR NON-BI PEOPLE

• Guide the users to apply best practices
• If we recommend them to always to use Pie Charts- they will....
DATA VISUALIZATION STYLEBOOK REPORT DEVELOPMENT GUIDELINES
POWER BI POWER BI
GENESIS GENESIS
• Developed by the Business Intelligence Competency Centre in cooperation with the Design • Developed by the Business Intelligence Competency Centre
Council for DNV GL.

Copyright © 2017 DNV GL All rights reserved. For Copyright © 2017 DNV GL All rights reserved. For
internal use only. internal use only.

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Demo 3: Sharing/Deployment

Planning a Power BI Enterprise Deployment

Premium/
App Pro

Large audience.

Share Pro
Dashboard
App
Workspace Small groups, teams. Self-service
Premium/
«Content Pro
Pack»

If end-users needs to customize- APPS to be

- Own developed “self-service” app
Embed Premium
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for embedding into the
application for report owners 13
Demo 4: Knowledge sharing & Support

• Sharepoint sites and Wiki’s for BI department (developers, management etc.)

• Sharepoint site «Knowledge portal» for self-service users
• Apply for pro license
• Find and Request training
• Best practices + documents for download
• Custom visuals
• Yammer «superuser» network
• Email distribution list

Demo

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Demo 5: Metrics and Audit Logs

Report owner metrics

Audit report Architecture

• PowerShell script daily extract log file PBI - O365  Blob storage
• HR data from data warehouse in Azure SQL DB  Connect AD user to business area,
location
• RLS on reportowner

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1500
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Results and moving forward

Champions: Who is driving Power BI

Self-service: Azure AS + Apps

Embedded Premium SKU’s- migrate

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Useful links

Governance and admin from Data Summit, Ajay

Creating a data culture at Microsoft
Use the Gateway to connect to Azure SQL DB
Audit logs

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Questions?

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hold this conference free of charge!
©2017 Avanade Inc. All Rights Reserved.
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