Presentation Materials
I love presenting! If you'd like for me speak at your user group or organization, please give me a shout by E-Mail.
Session Info:
Tools and Techniques for Implementing Corporate and Self-Service BI
So You Want to Be a Rockstar Report Developer?
Maximizing the Data Exploration Capabilities of Power View
Managing the "PowerPivot for SharePoint" Environment
Dashboards ... How to Choose Which MSBI Tool?
"Know the Unknown" When Developing in SharePoint 2010
Decisions, Decisions ... Report Calculations in SSRS Source Query or in Expressions?
Other Info:
Resources for Presenting in the SQL Server Community
Tools and Techniques for Implementing Corporate and Self-Service BI
Description: Business Intelligence requirements frequently change and having only a Corporate BI solution can result in slower delivery cycles and information backlogs. Yet the introduction of Self-Service BI introduces challenges around governance, change management, standardization, training, support, and access to unregulated data sources. In this session we will consider the benefits, obstacles, and techniques for integrating Self-Service and Corporate BI. Demonstrations of Microsoft BI tools will include Data Explorer, PowerPivot, Excel, Power View, and SharePoint 2013.
Level: 100
Slides: Coming Soon
Presented at:
- Triad SQL BI User Group, Winston-Salem, NC - 6/25/2013
So You Want To Be a Rockstar Report Developer?
Description: You don't want to settle for being an average Report Developer, right? In this highly interactive session we'll discuss various development, standardization, deployment, and documentation practices that will make your SSRS development life easier, your output of higher quality, increase maintainability, and ultimately save you time. Audience participation and sharing of experiences is encouraged as we cover choices you have for datasets, sorting, grouping, filtering, calculations, parameters, deployment, and delivery. This session focuses primarily on SQL Server Reporting Services 2012, although some concepts may apply to other BI tools as well. Join us for this this session and take your reporting skills to the next level!
Level: 300
Slides: So You Want To Be a Rockstar Report Developer?
Presented at:
- PASS Summit, Charlotte, NC - October 2013
- SQL Saturday, Atlanta, GA - 5/18/2013
- Carolina Code Camp, Charlotte, NC - 5/4/2013
- SQL Saturday, Richmond, VA - 3/9/2013
Maximizing the Data Exploration Capabilities of Power View
Description: Would business users in your organization love to get their hands on an interactive, visually-oriented, data exploration tool? If so, Power View may be a useful addition to your BI environment to handle certain types of self-service reporting requirements. In this session we will demonstrate the features and functionality of Power View including highlighting, cross-filtering, play axis, small multiples, tiles, cards, maps, filtering, and exporting.
We will identify which situations Power View is most suited for, as well as its strengths and limitations. Capabilities in SharePoint 2010/2013 vs. Excel 2013 will be reviewed, as well as restrictions on types of data sources allowed. We will also discuss how to prepare a dataset in order to maximize the usability and functionality of Power View. Join us for this session to discover how to get the most out of Power View!
Level: Introductory
Slides: Maximizing the Data Exploration Capabilities of Power View
Presented at:
- Training on the T's, 3/28/2013
Managing the "PowerPivot for SharePoint" Environment
Description: In this session we will discuss management of data models and reports stored in the PowerPivot Gallery document library. Data Refresh and security considerations will be reviewed in depth. The relational and SSAS databases present in a PowerPivot for SharePoint environment will be introduced, as well as options for reporting on usage and other key metrics. This session, which is applicable to SharePoint 2010 and 2013, will help you become prepared to tackle the support aspects of a PowerPivot for SharePoint environment.
Level: 200
Slides: Managing the PowerPivot for SharePoint Environment
Presented at:
- SharePoint User Group, Charlotte, NC - 5/15/2013
- SharePoint Saturday, Charlotte, NC - 3/16/2013
Dashboards...How To Choose Which MSBI Tool?
Description: The Microsoft Business Intelligence (MSBI) stack has a few choices for visualization. We will explore options, flexibility, limitations, and ease of use for creating dashboards & scorecards with:
- PerformancePoint Services 2010
- Reporting Services 2008 R2
- SharePoint Server 2010
- PowerPivot
- Power View
This session will be a fun one! We will compare and contrast options available in each tool, such as: charts, gauges, maps, indicators, sparklines, data bars, and decomposition trees.
Goals:
- Examine strengths of each tool related to meeting data visualization requirements
- Compare and contrast common visualization options available in each tool
- Conclude when you might choose one tool in the Microsoft BI stack versus another
Level: 100 / 200
Slides: Dashboards...How To Choose Which MSBI Tool
Companion Document: MSBI Visualization Comparisons By Tool
Presented at:
- SQL Saturday, Jacksonville, FL - 4/27/2013
- SQL Saturday, Richmond, VA - 3/9/2013
- PASS Summit, Seattle, WA - 11/7/2012
- SQL Rally, Dallas, TX - 5/10/2012
- Triad SQL BI User Group, Winston-Salem, NC - 11/29/2011
- SQL Saturday, Tampa, FL - 11/5/2011
- SQL Saturday, Atlanta, GA - 9/17/2011
Managed Self-Service BI
Traditional Business Intelligence is changing … you heard about the ambitious data analyst down the hall who created a mashup of data from the internal data warehouse + Excel + an Azure feed? Empowering knowledge workers is Microsoft's vision of delivering "BI for the Masses." In this session we will dismiss the hype & examine how this new world of "Managed Self-Service BI" complements Corporate BI in SQL Server 2012 and SharePoint 2010/2013.
Goals:
- Provide overview of each Self-Service component and expectations for its use: PowerPivot | Excel Services | Power View | Report Builder
- Discuss techniques to successfully monitor, secure, & manage the Self-Service BI environment
Level: 200
Slides: Managed Self-Service BI
Presented At:
- Triangle SQL Server User Group, Raleigh, NC - 1/15/2013
- PASS Summit, Seattle, WA - 11/7/2012
- SQL Server Innovators Guild, Greenville, SC - 8/7/2012
- PASS Data Warehousing and Business Intelligence Virtual Chapter - 7/12/2012
- SQL Rally, Dallas, TX - 5/10/2012
- Carolina Code Camp, Charlotte, NC - 5/5/2012
- SQL Saturday #111, Atlanta, GA - 4/14/2012
- Midlands PASS Chapter, Columbia, SC - 4/10/2012
“Know the Unknown” when Developing in SharePoint 2010
Co-presenter with Derek Sanderson
Description: Discussion of lessons, tips, and tricks learned from implementing SharePoint 2010 including:
- Figuring out unknown errors
- Development environment tips
- Choosing technologies
- Dealing with limitations
Level: 200
Slides: Know the Unknown When Developing in SharePoint 2010
Presented At:
- Carolina Code Camp, Charlotte, NC - 5/14/2011
- Charlotte Area SharePoint User Group, Charlotte, NC - 3/16/2011
Decisions, Decisions ... Report Calculations in SSRS Source Query or in Expressions?
Description: As a report developer, you want to ensure your reports are structured for accuracy, performance, maintenance, and reusability. One of your many decisions includes where to perform report-specific calculations when the source is a SQL Server relational database.
In this session we will compare and contrast a sampling of functions available in T-SQL and SSRS, with an emphasis on handling aggregation, ranking, dates, and strings. A "cheat sheet" will be available online for future reference.
Session Goal: Identify common situations when performing calculations within SSRS is preferred, versus when the T-SQL source query may be more appropriate.
Level: 100
Slides: Report Calculations
Cheat Sheet: Comparisons Between T-SQL Functions and SSRS Functions
Presented At:
- SQL Saturday #70, Columbia SC - 3/19/2011
- Charlotte SQL Server User Group, Charlotte, NC - 2/23/2011
Resources for Presenting in the SQL Server Community
Thinking of getting started speaking? Perhaps in need of a skills referesher? Below is a list (in no particular order) of tips & suggestions from our fellow SQL Server professionals.
Professional Association of SQL Server - PASS Speaker Resources
Kevin Kline - Demo Mastery for the Technology Evangelist
Mike Walsh - Why Should I Present?
Adam Machanic - Capturing Attention: Writing Great Session Descriptions
John Sterrett - You Don't Have to Be an Expert To Speak
Brent Ozar - How to Deliver a Killer Technical Presentation
and How to Rehearse a Presentation
and Dealing with Presentation Criticism
Joe Webb - How to Choose a Topic for Speaking
and Creating Technical Presentations
Brian Davis - Giving Back: Speaking, Blogging & Community Involvement
Paul Randal - Public Speaking: A Primer
Kimberly Tripp - Getting into Speaking, Presenting and Possibly Making a Career Change
and Getting Started in Speaking Publicly - Clear and Concise Presentations
Scott Hanselman - 11 Top Tips for a Successful Technical Presentation
Greg Low - Presenting At Large Events: Lessons Learned
K. Brian Kelley - Tip on Speaking (and Writing) Well - The Key Idea
Microsoft UGSS - How to Give Great Presentations (series of videos)
Know of any other great resources? Send me a tweet (@sqlchick) and I'll be sure to add it to the list!

