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@Djeepy1 | @Fleid_bi | @GUSS_France
Fasten your seatbelt and
listen to the (Data) Steward
Jean-Pierre Riehl
Florian Eiden
http://blog.djeepy1.net | @djeepy1
http://fleid.net | @fleid_BI
@Djeepy1 | @Fleid_bi | @GUSS_France
Jean-Pierre Riehl
Practice Manager Data & BI – AZEO
MVP SQL Server
President at GUSS
Florian Eiden
Managing Consultant, Data & Analytics - Cellenza
MVP SQL Server
Board Member at GUSS
Who are we ?
@Djeepy1 | @Fleid_bi | @GUSS_France
GUSS : PASS France chapter
Webcasts, Conferences, Afterworks
.Pro
Next event :
SQLSaturday Paris 2014
September 13th
Tour Montparnasse, Paris
English-speaking track
@Djeepy1 | @Fleid_bi | @GUSS_France
THE CONTEXT
@Djeepy1 | @Fleid_bi | @GUSS_France
Self-Service BI
Corporate BI
• Managed
• DatawareHouse
• Company-wide
Team BI
• Shared
• Models
• Department-wide
Self-Service BI
• Quick & Easy
• Personal data
• Document-centric
@Djeepy1 | @Fleid_bi | @GUSS_France
Empower Users
Release Data, Release usages
@Djeepy1 | @Fleid_bi | @GUSS_France
Governance noun.
« Leading the conduct of things
or persons »
@Djeepy1 | @Fleid_bi | @GUSS_France
THE ISSUES
@Djeepy1 | @Fleid_bi | @GUSS_France
Writer’s block
also known as
White Worksheet Syndrom
Issue #1
?
@Djeepy1 | @Fleid_bi | @GUSS_France
Too much Data !
« I want the Employee’s List »
– Duplicates
– Wrong sources
– Bad Data
– Poor or Bad description
– Etc.
Issue #2
@Djeepy1 | @Fleid_bi | @GUSS_France
Compliance
– Security
– Encryption
– Anonymization
Issue #3
@Djeepy1 | @Fleid_bi | @GUSS_France
How does it scale ?
@Djeepy1 | @Fleid_bi | @GUSS_France
POWER BI
The Microsoft Way
@Djeepy1 | @Fleid_bi | @GUSS_France
Features and tools
Analyze
Visualize
Share
Question
Q&A
Mobility
Discover
Search, access, and transform
public and internal data sources
with Power Query
Share datasets and workbooks
refreshable from on-premises
and cloud based data sources,
with Power BI Sites
Easy data modeling and
lightning fast in-memory
analytics with Power Pivot
Bold new interactive data
visualizations with Power View
and Power Map
Ask questions and get
immediate answers with natural
language query
Mobile access through HTML5
and touch optimized apps
Scalable | Manageable | Trusted
@Djeepy1 | @Fleid_bi | @GUSS_France
Power BI - Big Picture
Power BI O365 Tenant
Power BI
Admin
Center
SQL
Data
Catalog
External
Data
Q&A
Cloud On-Prem
Oracle …
Excel
Power BI Sites Power Query Power Pivot
Power View Power Map
Cloud
Power Query
Data
Refresh
Index
Search Data
Management
Gateway
@Djeepy1 | @Fleid_bi | @GUSS_France
Ideas of costs
Q&A
All Inclusive
(ie. including Office 2013 ProPlus Licences)
@Djeepy1 | @Fleid_bi | @GUSS_France
Power BI* On-Prem
Data Sources Gateways & Data Sources
Shared Data Sources (SSRS)
Office Data Connection
Datasets Queries
Shared Datasets (SSRS)
Power Pivot for SharePoint
Models
Power Pivot
Data Management Gateway
Power Pivot for SharePoint
Dashboards Power View
Power View (BISM)
SSRS over Power Pivot
There was some SSBI before Power BI
Power BI vs. On-Prem
* Many more features to come
@Djeepy1 | @Fleid_bi | @GUSS_France
@Djeepy1 | @Fleid_bi | @GUSS_France
• Tools are only a part of the solution
• Good formula : People + Processes + Tools
– « Data governance is between 80 and 95%
communication » - Dec 2006 Data Governance Conference
• We have the tools, let’s talk about the rest…
If all you have is hammer…
@Djeepy1 | @Fleid_bi | @GUSS_France
THE DATA STEWARD
@Djeepy1 | @Fleid_bi | @GUSS_France
• Wikipedia: Stewardship is an ethic that
embodies the responsible planning and
management of resources.
A Steward?
Data Steward of Gondor…
Not our idea, see Matthew Roche for complaints
@Djeepy1 | @Fleid_bi | @GUSS_France
IT : Information Technology
My pretty typical organization
Piercing items
Slashing items
Bludgeoning items
Armors & Shield
Business Divisions Functional Units
Finance HR Legal
@Djeepy1 | @Fleid_bi | @GUSS_France
Where are stewards needed in the org?
Piercing items
Slashing items
Bludgeoning items
Armors & Shield
Business Divisions Functional Units
Finance HR Legal
IT : Information Technology
@Djeepy1 | @Fleid_bi | @GUSS_France
My organization : actual perception
Piercing items
Slashing items
Bludgeoning items
Armors & Shield
Business Divisions Functional Units
Finance HR Legal
IT
@Djeepy1 | @Fleid_bi | @GUSS_France
Well, let’s be honest about what it looks like
Piercing items
Slashing items
Bludgeoning items
Armors & Shield
Business Divisions Functional Units
Finance HR Legal
IT
@Djeepy1 | @Fleid_bi | @GUSS_France
For maximum results: local initiatives
Piercing items
Slashing items
Bludgeoning items
Armors & Shield
Business Divisions Functional Units
Finance HR Legal
IT
@Djeepy1 | @Fleid_bi | @GUSS_France
• Why :
– Specific to your company, to be defined in your master plan
• How :
– “Responsible planning and management of resources”
• What :
– Elect data stewards that will enable, teach, police
Let’s get back to our steward
Slashing items
@Djeepy1 | @Fleid_bi | @GUSS_France
• Skills
– Interpersonal skills
– Good personal organization
– Data-awareness
• Data lifecycle specific to the company
• General understanding of BI/data technologies
• Data merging, cleaning, metadata maintenance
– Training in tools used in the company
• A chosen career path
– It’s an actual job, usually part time
– But not just an additional task in the schedule!
Required skills
@Djeepy1 | @Fleid_bi | @GUSS_France
The Journey of a Data Steward
@Djeepy1 | @Fleid_bi | @GUSS_France
The Journey of a Data Steward
• Help to find data
– Manage the Data Lake
– Create Data Sources
– Facilitate exploration
– Manage metadata
@Djeepy1 | @Fleid_bi | @GUSS_France
The Journey of a Data Steward
• Manage new data
– Find new Data Sources
– Find new Datasets
• Verify new datasets
– Check for Accuracy
– Check for duplicates
– Fix sources and queries
• Use of Workflows
@Djeepy1 | @Fleid_bi | @GUSS_France
The Journey of a Data Steward
• Certify
– Ensure Corporate Policies
• Train & Teach
– Help for modeling
– Help for analysis
@Djeepy1 | @Fleid_bi | @GUSS_France
@Djeepy1 | @Fleid_bi | @GUSS_France
Information Management Platform
IT
Developers
Data
Steward
Importance of relations
Business
Users
Tools Tools Tools
@Djeepy1 | @Fleid_bi | @GUSS_France
Information Management Platform
Sales
IT
And reality is more complex
Mktg Production
@Djeepy1 | @Fleid_bi | @GUSS_France
DATA(source) LIFECYCLE MANAGEMENT
@Djeepy1 | @Fleid_bi | @GUSS_France
Data Lifecycle Management
@Djeepy1 | @Fleid_bi | @GUSS_France
Data Lifecycle Management
@Djeepy1 | @Fleid_bi | @GUSS_France
Data Lifecycle Management
@Djeepy1 | @Fleid_bi | @GUSS_France
Data Lifecycle Management
@Djeepy1 | @Fleid_bi | @GUSS_France
Data Source Lifecycle Management
Manage, enable
Teach, assist
Analyse, merge
Data
Steward
@Djeepy1 | @Fleid_bi | @GUSS_France
• Data asset administration
– Create, Delete
– Update, Maintain
– Give/revoke access
– Refresh schedule
– Monitor
– …
• Business metadata
understanding
• Data manipulation
• Applied to : data artifacts
– Data sets
• Files: CSV, XLSX
– Metadata
• Data Models
• Documentation
– Data sources
– Queries
– …
Data Source Lifecycle Management
@Djeepy1 | @Fleid_bi | @GUSS_France
CONCLUSION
@Djeepy1 | @Fleid_bi | @GUSS_France
• Tools are nothing without people and
processes
• Governance is different in every company
– Decided and sponsored by the executives, inscribed in
a global strategy
– Adapted to your organization
– The Data Steward as the local implementation of it
A matter of governance
@Djeepy1 | @Fleid_bi | @GUSS_France
1. Build an Information Management Platform
2. Identify your processes & Org Chart
3. Write the Data Steward « Job Profile »
4. Identify the right people for the job
5. Leverage Self-Service BI
• Ask your local experts
How to start tomorrow ?
@Djeepy1 | @Fleid_bi | @GUSS_France
• A Data Culture
– See Satya Nadella
April 15th 2015 presentation in SF
• To at last step up in the
knowledge pyramid!
– Machine learning o/
All this for what?
@Djeepy1 | @Fleid_bi | @GUSS_France
Any questions ?
Thank You !

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Fasten you seatbelt and listen to the Data Steward

  • 1. @Djeepy1 | @Fleid_bi | @GUSS_France Fasten your seatbelt and listen to the (Data) Steward Jean-Pierre Riehl Florian Eiden http://blog.djeepy1.net | @djeepy1 http://fleid.net | @fleid_BI
  • 2. @Djeepy1 | @Fleid_bi | @GUSS_France Jean-Pierre Riehl Practice Manager Data & BI – AZEO MVP SQL Server President at GUSS Florian Eiden Managing Consultant, Data & Analytics - Cellenza MVP SQL Server Board Member at GUSS Who are we ?
  • 3. @Djeepy1 | @Fleid_bi | @GUSS_France GUSS : PASS France chapter Webcasts, Conferences, Afterworks .Pro Next event : SQLSaturday Paris 2014 September 13th Tour Montparnasse, Paris English-speaking track
  • 4. @Djeepy1 | @Fleid_bi | @GUSS_France THE CONTEXT
  • 5. @Djeepy1 | @Fleid_bi | @GUSS_France Self-Service BI Corporate BI • Managed • DatawareHouse • Company-wide Team BI • Shared • Models • Department-wide Self-Service BI • Quick & Easy • Personal data • Document-centric
  • 6. @Djeepy1 | @Fleid_bi | @GUSS_France Empower Users Release Data, Release usages
  • 7. @Djeepy1 | @Fleid_bi | @GUSS_France Governance noun. « Leading the conduct of things or persons »
  • 8. @Djeepy1 | @Fleid_bi | @GUSS_France THE ISSUES
  • 9. @Djeepy1 | @Fleid_bi | @GUSS_France Writer’s block also known as White Worksheet Syndrom Issue #1 ?
  • 10. @Djeepy1 | @Fleid_bi | @GUSS_France Too much Data ! « I want the Employee’s List » – Duplicates – Wrong sources – Bad Data – Poor or Bad description – Etc. Issue #2
  • 11. @Djeepy1 | @Fleid_bi | @GUSS_France Compliance – Security – Encryption – Anonymization Issue #3
  • 12. @Djeepy1 | @Fleid_bi | @GUSS_France How does it scale ?
  • 13. @Djeepy1 | @Fleid_bi | @GUSS_France POWER BI The Microsoft Way
  • 14. @Djeepy1 | @Fleid_bi | @GUSS_France Features and tools Analyze Visualize Share Question Q&A Mobility Discover Search, access, and transform public and internal data sources with Power Query Share datasets and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites Easy data modeling and lightning fast in-memory analytics with Power Pivot Bold new interactive data visualizations with Power View and Power Map Ask questions and get immediate answers with natural language query Mobile access through HTML5 and touch optimized apps Scalable | Manageable | Trusted
  • 15. @Djeepy1 | @Fleid_bi | @GUSS_France Power BI - Big Picture Power BI O365 Tenant Power BI Admin Center SQL Data Catalog External Data Q&A Cloud On-Prem Oracle … Excel Power BI Sites Power Query Power Pivot Power View Power Map Cloud Power Query Data Refresh Index Search Data Management Gateway
  • 16. @Djeepy1 | @Fleid_bi | @GUSS_France Ideas of costs Q&A All Inclusive (ie. including Office 2013 ProPlus Licences)
  • 17. @Djeepy1 | @Fleid_bi | @GUSS_France Power BI* On-Prem Data Sources Gateways & Data Sources Shared Data Sources (SSRS) Office Data Connection Datasets Queries Shared Datasets (SSRS) Power Pivot for SharePoint Models Power Pivot Data Management Gateway Power Pivot for SharePoint Dashboards Power View Power View (BISM) SSRS over Power Pivot There was some SSBI before Power BI Power BI vs. On-Prem * Many more features to come
  • 18. @Djeepy1 | @Fleid_bi | @GUSS_France
  • 19. @Djeepy1 | @Fleid_bi | @GUSS_France • Tools are only a part of the solution • Good formula : People + Processes + Tools – « Data governance is between 80 and 95% communication » - Dec 2006 Data Governance Conference • We have the tools, let’s talk about the rest… If all you have is hammer…
  • 20. @Djeepy1 | @Fleid_bi | @GUSS_France THE DATA STEWARD
  • 21. @Djeepy1 | @Fleid_bi | @GUSS_France • Wikipedia: Stewardship is an ethic that embodies the responsible planning and management of resources. A Steward? Data Steward of Gondor… Not our idea, see Matthew Roche for complaints
  • 22. @Djeepy1 | @Fleid_bi | @GUSS_France IT : Information Technology My pretty typical organization Piercing items Slashing items Bludgeoning items Armors & Shield Business Divisions Functional Units Finance HR Legal
  • 23. @Djeepy1 | @Fleid_bi | @GUSS_France Where are stewards needed in the org? Piercing items Slashing items Bludgeoning items Armors & Shield Business Divisions Functional Units Finance HR Legal IT : Information Technology
  • 24. @Djeepy1 | @Fleid_bi | @GUSS_France My organization : actual perception Piercing items Slashing items Bludgeoning items Armors & Shield Business Divisions Functional Units Finance HR Legal IT
  • 25. @Djeepy1 | @Fleid_bi | @GUSS_France Well, let’s be honest about what it looks like Piercing items Slashing items Bludgeoning items Armors & Shield Business Divisions Functional Units Finance HR Legal IT
  • 26. @Djeepy1 | @Fleid_bi | @GUSS_France For maximum results: local initiatives Piercing items Slashing items Bludgeoning items Armors & Shield Business Divisions Functional Units Finance HR Legal IT
  • 27. @Djeepy1 | @Fleid_bi | @GUSS_France • Why : – Specific to your company, to be defined in your master plan • How : – “Responsible planning and management of resources” • What : – Elect data stewards that will enable, teach, police Let’s get back to our steward Slashing items
  • 28. @Djeepy1 | @Fleid_bi | @GUSS_France • Skills – Interpersonal skills – Good personal organization – Data-awareness • Data lifecycle specific to the company • General understanding of BI/data technologies • Data merging, cleaning, metadata maintenance – Training in tools used in the company • A chosen career path – It’s an actual job, usually part time – But not just an additional task in the schedule! Required skills
  • 29. @Djeepy1 | @Fleid_bi | @GUSS_France The Journey of a Data Steward
  • 30. @Djeepy1 | @Fleid_bi | @GUSS_France The Journey of a Data Steward • Help to find data – Manage the Data Lake – Create Data Sources – Facilitate exploration – Manage metadata
  • 31. @Djeepy1 | @Fleid_bi | @GUSS_France The Journey of a Data Steward • Manage new data – Find new Data Sources – Find new Datasets • Verify new datasets – Check for Accuracy – Check for duplicates – Fix sources and queries • Use of Workflows
  • 32. @Djeepy1 | @Fleid_bi | @GUSS_France The Journey of a Data Steward • Certify – Ensure Corporate Policies • Train & Teach – Help for modeling – Help for analysis
  • 33. @Djeepy1 | @Fleid_bi | @GUSS_France
  • 34. @Djeepy1 | @Fleid_bi | @GUSS_France Information Management Platform IT Developers Data Steward Importance of relations Business Users Tools Tools Tools
  • 35. @Djeepy1 | @Fleid_bi | @GUSS_France Information Management Platform Sales IT And reality is more complex Mktg Production
  • 36. @Djeepy1 | @Fleid_bi | @GUSS_France DATA(source) LIFECYCLE MANAGEMENT
  • 37. @Djeepy1 | @Fleid_bi | @GUSS_France Data Lifecycle Management
  • 38. @Djeepy1 | @Fleid_bi | @GUSS_France Data Lifecycle Management
  • 39. @Djeepy1 | @Fleid_bi | @GUSS_France Data Lifecycle Management
  • 40. @Djeepy1 | @Fleid_bi | @GUSS_France Data Lifecycle Management
  • 41. @Djeepy1 | @Fleid_bi | @GUSS_France Data Source Lifecycle Management Manage, enable Teach, assist Analyse, merge Data Steward
  • 42. @Djeepy1 | @Fleid_bi | @GUSS_France • Data asset administration – Create, Delete – Update, Maintain – Give/revoke access – Refresh schedule – Monitor – … • Business metadata understanding • Data manipulation • Applied to : data artifacts – Data sets • Files: CSV, XLSX – Metadata • Data Models • Documentation – Data sources – Queries – … Data Source Lifecycle Management
  • 43. @Djeepy1 | @Fleid_bi | @GUSS_France CONCLUSION
  • 44. @Djeepy1 | @Fleid_bi | @GUSS_France • Tools are nothing without people and processes • Governance is different in every company – Decided and sponsored by the executives, inscribed in a global strategy – Adapted to your organization – The Data Steward as the local implementation of it A matter of governance
  • 45. @Djeepy1 | @Fleid_bi | @GUSS_France 1. Build an Information Management Platform 2. Identify your processes & Org Chart 3. Write the Data Steward « Job Profile » 4. Identify the right people for the job 5. Leverage Self-Service BI • Ask your local experts How to start tomorrow ?
  • 46. @Djeepy1 | @Fleid_bi | @GUSS_France • A Data Culture – See Satya Nadella April 15th 2015 presentation in SF • To at last step up in the knowledge pyramid! – Machine learning o/ All this for what?
  • 47. @Djeepy1 | @Fleid_bi | @GUSS_France Any questions ? Thank You !