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Fasten you seatbelt and listen to the Data Steward

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Fasten you seatbelt and listen to the Data Steward

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In that session we will discuss about Data Governance, mainly around that fantastic platform Power BI (but also around on-prem concerns).
How to avoid dataset-hell ? What are the best practices for sharing queries ? Who is the famous Data Steward and what is its role in a department or in the whole company ? How do you choose the right person ?
Keywords : Power Query, Data Management Gateway, Power BI Admin Center, Datastewardship, SharePoint 2013, eDiscovery

Level 200

In that session we will discuss about Data Governance, mainly around that fantastic platform Power BI (but also around on-prem concerns).
How to avoid dataset-hell ? What are the best practices for sharing queries ? Who is the famous Data Steward and what is its role in a department or in the whole company ? How do you choose the right person ?
Keywords : Power Query, Data Management Gateway, Power BI Admin Center, Datastewardship, SharePoint 2013, eDiscovery

Level 200

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Fasten you seatbelt and listen to the Data Steward

  1. 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. 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. 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. 4. @Djeepy1 | @Fleid_bi | @GUSS_France THE CONTEXT
  5. 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. 6. @Djeepy1 | @Fleid_bi | @GUSS_France Empower Users Release Data, Release usages
  7. 7. @Djeepy1 | @Fleid_bi | @GUSS_France Governance noun. « Leading the conduct of things or persons »
  8. 8. @Djeepy1 | @Fleid_bi | @GUSS_France THE ISSUES
  9. 9. @Djeepy1 | @Fleid_bi | @GUSS_France Writer’s block also known as White Worksheet Syndrom Issue #1 ?
  10. 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. 11. @Djeepy1 | @Fleid_bi | @GUSS_France Compliance – Security – Encryption – Anonymization Issue #3
  12. 12. @Djeepy1 | @Fleid_bi | @GUSS_France How does it scale ?
  13. 13. @Djeepy1 | @Fleid_bi | @GUSS_France POWER BI The Microsoft Way
  14. 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. 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. 16. @Djeepy1 | @Fleid_bi | @GUSS_France Ideas of costs Q&A All Inclusive (ie. including Office 2013 ProPlus Licences)
  17. 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. 18. @Djeepy1 | @Fleid_bi | @GUSS_France
  19. 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. 20. @Djeepy1 | @Fleid_bi | @GUSS_France THE DATA STEWARD
  21. 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. 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. 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. 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. 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. 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. 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. 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. 29. @Djeepy1 | @Fleid_bi | @GUSS_France The Journey of a Data Steward
  30. 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. 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. 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. 33. @Djeepy1 | @Fleid_bi | @GUSS_France
  34. 34. @Djeepy1 | @Fleid_bi | @GUSS_France Information Management Platform IT Developers Data Steward Importance of relations Business Users Tools Tools Tools
  35. 35. @Djeepy1 | @Fleid_bi | @GUSS_France Information Management Platform Sales IT And reality is more complex Mktg Production
  36. 36. @Djeepy1 | @Fleid_bi | @GUSS_France DATA(source) LIFECYCLE MANAGEMENT
  37. 37. @Djeepy1 | @Fleid_bi | @GUSS_France Data Lifecycle Management
  38. 38. @Djeepy1 | @Fleid_bi | @GUSS_France Data Lifecycle Management
  39. 39. @Djeepy1 | @Fleid_bi | @GUSS_France Data Lifecycle Management
  40. 40. @Djeepy1 | @Fleid_bi | @GUSS_France Data Lifecycle Management
  41. 41. @Djeepy1 | @Fleid_bi | @GUSS_France Data Source Lifecycle Management Manage, enable Teach, assist Analyse, merge Data Steward
  42. 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. 43. @Djeepy1 | @Fleid_bi | @GUSS_France CONCLUSION
  44. 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. 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. 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. 47. @Djeepy1 | @Fleid_bi | @GUSS_France Any questions ? Thank You !

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