Energy BI is taking off, and it’s quick changing into the most well-liked enterprise intelligence platform in the marketplace. It’s simple to interact with and get skilled outcomes shortly, making it the right instrument for organisations seeking to beef up their BI prowess and make knowledge pushed choices through-out the organisation.
On this submit we’re going to have a look at three good practices for implementation and provide the ideas that you must be sure to keep away from frequent pitfalls so you might be on the quick observe to success with Energy BI in your organisation.
1. Setup a number of environments
When engaged on a Energy BI implementation challenge, it’s smart to have a number of environments to handle the lifecycle of your BI belongings. Beneath we’ve listed a number of environments that ought to be thought of relying on the complexity of the challenge and your organisation’s wants.
Growth (aka Dev)
With the ability to carry on prime of the various experiences you’re testing, and being able to observe adjustments that happen, is crucial as you get setup. With out a particular Dev setting, your manufacturing setting will shortly develop into overwhelmed with belongings, making it laborious to keep up and handle.
When working within the dev setting, just be sure you have knowledge sources particularly for improvement. We’ve seen manufacturing knowledge utilized in dev on many events which may result in severe privateness and knowledge sovereignty points. Your dev knowledge sources shouldn’t include delicate knowledge.
These improvement environments will be in your native community or in cloud storage (like OneDrive for Enterprise or GitHub). It’s endorsed to have separate Workspaces in Energy BI Service for every setting.
Tip: The information sources of all printed experiences to Energy BI Service should be enough for improvement use solely and will keep away from together with confidential knowledge.
Person Acceptance Testing (aka UAT)
The individuals who will probably be utilizing the experiences day by day are those who ought to be testing them – they know the enterprise finest, and can be capable of establish alternatives and gaps that the event group might not be capable of establish themselves. By ensuring the person is introduced into the method early on, it maximises the worth added to the enterprise.
Person acceptance testing is the final section of testing. The UAT setting ought to solely be created as soon as the answer has been absolutely examined in Dev and accepted by senior Energy BI builders.
As its title displays, UAT helps with the general acceptance fee of the answer and drills into the customers’ mindsets. Obtainable solely to a choose group of customers, they are going to have entry to printed datasets, experiences, and dashboards within the UAT setting for testing functions solely.
Tip:All knowledge sources in Energy BI should be switched from Dev to UAT earlier than being printed to this setting.
Manufacturing (aka Prod)
Prod is an important setting in each organisation because it’s the place the entire challenge comes collectively. The answer has been by intensive assessments throughout improvement, audited by consultants, peer reviewed internally a number of occasions and accepted by the tip customers in UAT. The iterative course of to get to manufacturing means we are able to present a greater resolution that has extra belief amongst customers.
This setting contains actual world knowledge and it’s essential that every Energy BI report has been absolutely examined earlier than being printed to the “Manufacturing” setting. We’re now utilizing stay, real-world knowledge so all knowledge sources within the mannequin should be switched from UAT to Prod.
It’s vital to keep in mind that regardless of finest efforts, issues can go incorrect when deploying to Prod. Many organisations can have a precise duplicate of Prod appearing as Pre-Prod setting for deployment testing functions. This tends to solely be price efficient in bigger companies the place there are many initiatives in play. For smaller organisations, the choice is to deliver the UAT setting as shut as doable to Prod (whereas taking into consideration privateness and safety necessities).
Tip: Particular Workspaces ought to be outlined for every enterprise unit (if relevant).
2. Certify your Information Sources
Experiences are solely nearly as good as the information that populates them, so we have to take steps to maximise the accuracy of our knowledge. Information sources ought to be reviewed and licensed by knowledge professionals in your organisation and solely licensed knowledge sources ought to be utilized in Energy BI to make sure you can belief what you’re seeing.
After the interior evaluate is completed, chances are you’ll give you numerous confidence ranges to your completely different knowledge sources. Attempt to categorise your knowledge sources with some self-explanatory names, for instance, Gold, Silver, Bronze. From there you may make the choice to maintain or ban sure knowledge sources from being utilized in your Energy BI implementation, in all Energy BI initiatives throughout your organisation. For instance, an organisation might ban all Bronze knowledge sources and solely use Gold and Silver in Energy BI implementation.
Tip: As self-service BI turns into extra frequent, guaranteeing the best course ofes are in place to be sure that the information getting used will be trustedturns into more and more vital.
An inventory of licensed knowledge sources ought to be supplied to all events concerned in a Energy BI challenge and like every thing, be sure that that is documented – which is the right segway to our closing good observe:
3. Doc your Setup
As we now have seen – lots of work goes into implementing Energy BI in order that it follows finest practices and delivers worth to your corporation. However as individuals change inside the organisation and information will get misplaced, that you must guarantee you’ve the best programs in place to keep up continuity – in any other case chances are you’ll find yourself having to undergo this course of once more.
Documentation, like certification of knowledge sources, is one other governance course of that that you must be sure to’ve thought of early within the implementation course of. Have a plan round how you’ll method it and who will probably be accountable for sustaining it so that you will be assured that there’s a central place to show to with info on how the implementation has been accomplished.
Competing quick time period priorities typically imply that documentation is push apart as it’s perceived as time consuming with a longer-term payoff. Nonetheless, with out it, experiences will be tough to work with, laborious to handover and difficult to evaluate – costing you considerably extra down the observe.
Trendy documentation instruments make the documentation course of simple, saving you days, possibly even weeks, so it’s price investigating smarter methods to drag it collectively.
Tip: Guarantee that you’ve got a method to quickly doc your experiences and preserve thisup-to-date as your experiences change.
We hope these three finest practices and ideas will assist you to in your Energy BI implementation journey. When you haven’t already, take a look at our current governance webinar on Self-Service BI and its Perils sponsored by Information Vizioner which outlines a spread of different finest practices to contemplate.
Have questions or ideas, please share them with us within the feedback part beneath.