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The Origins of the Term “Jumping the Shark,”
Which is the Turning Point When Something “Good” Goes “Bad”
(Click for the Video!)

Blogger Accuses QlikTech of Jumping the Shark

A colleague recently pointed me to a blog post on Birst’s website, that says QlikTech has jumped the shark.

The crux of his premise is that Qlik’s recent acquisition of Expressor Software means that Qlik is abandoning self-service BI and is instead now chasing Enterprise BI.  Qlik has acquired a “heavyweight” data shaping and cleansing tool, roughly akin to Microsoft’s SSIS, and this signals the end of their focus on end-user, self-service BI.  Or so goes the argument.

I think that argument completely misses the point, and provides an opportunity to further clarify what I think self-service BI looks like when done correctly.

“Wait, I’m an Excel Pro.  Why Do I Care?”

It’s a fair question.  This is a Birst employee picking a fight with Qliktech – two tools that most Excel pros have never even seen.  And most readers of this blog are Excel Pros rather than BI Pros. 

So should you stop reading now?  Maybe, but this does have some relevance to how you “pitch” PowerPivot to your broader organization.  So bear with me for just a moment.


1) Having the support of back-end database pros greatly enhances the results you can get with PowerPivot – I’ve written about this many times, but I will keep repeating it forever.  A single Excel Pro can do some amazing things on the desktop when armed with PowerPivot, but where PowerPivot will really blow you away is when it’s part of a broader system.  (One that includes “data shaping” support as well as a publishing server).  For more on this, click here.



Back-End Database Work is a
Turbocharging Supplement for PowerPivot

2) Understanding point #1 will help you greatly in your “sales pitch” to management and IT.  Let’s say your organization already has made some investments in traditional BI.  If you approach IT and say “give me PowerPivot and we won’t need BI anymore,” you will shoot yourself in the foot. 

First of all, BI is a very important mission for IT.  There’s a lot of job security and executive-level visibility associated with BI.  Telling IT that it won’t be needed anymore makes it sound like PowerPivot is a threat to their existence, and that’s not gonna help anyone.  So don’t say things like that.

Second, if you don’t have the support of data-shaping pros behind the scenes, you will be capping the PowerPivot benefits at maybe 30% of their full potential.  You benefit greatly from their help.  And actually, they benefit from your help too, because now their behind-the-scenes toiling will form the basis of much more visible and valuable insights than before.

So in short, PowerPivot should be “pitched” as making both IT and the Excel Pro, aka IT and “the Business,” much more effective.  It’s a “come together” rather than a divisive message, and it also happens to be the truth.  So I urge you to use it.

What’s Good for a PowerPivot Environment…

I’m not a Qlik user, but I’m pretty sure that the way in which PowerPivot benefits from a “total system” approach is true of Qlik as well.

Listen, Excel Pros (and more generally, members of the Business side of the house) just aren’t good at data shaping.  They’re also not very good at what I would call “data stewardship” – making sure things stay clean and understandable behind the scenes.

This is rooted in both technical weakness (we don’t know the toolsets) as well as in a healthy dose of “I don’t care.”  Business folks are very much focused on the here and now, where the rubber meets the road, and all of those other clichés that either make us sound down to earth or shortsighted, depending on your perspective.

And you know what?  The Business folks SHOULD be allowed that luxury of hyper-focus on what matters.  “Means to an end” stuff has always been the specialty of IT, and should remain so.

(In fairness, Excel Pros DO plan ahead quite a bit, but their horizons tend to be located at the frontiers of the current workbook or the immediate problem, out of necessity.)

And until now, Qlik has tried to put both of these tasks – backend data prep as well as front-end modeling and reporting – in the hands of the business user.  I think they will continue to offer their pre-existing end-user data shaping tools of course, but I never heard very good things about people’s success with them.  I don’t think that should surprise anyone.  It’s just not a business user task.

Qlik is smart to recognize this, and I like to think Donald has a hand in it.

I’m Just a Poor, Misunderstood PowerPivot High Priest Smile

I’ve tried many times to explain PowerPivot’s truly revolutionary qualities to traditional BI Pros, and my success rate is close to zero.  I tend to get attacked pretty quickly, actually.  “Shooting the messenger” is a phrase I have a lot of familiarity with these days.

The critical point that I need to work on communicating better, I think, is precisely one of the points from the prior section:  The Business is NOT good at data shaping and stewardship, never will be, and honestly shouldn’t have to be.  PowerPivot (nor Qlik nor Birst nor Tableau) has not changed any of that, and likely never will.  We still need the DB Pros, and in fact we need them even more now than before.

Funny, if I ever get that message ironed out, and stop irritating the BI Pros quite so much, I will suddenly earn the ire of people like the Birst blogger, who think that self-service BI means 100% by and for the Business user.  Can’t win! 🙂

A Clarified Definition of Self Service BI

Let’s give this a shot shall we?


“Self-Service BI Done Right” puts modeling and reporting in the hands of the Business while Data Shaping and Stewardship remains firmly an IT task.

But before you start thinking I’ve gone soft, remember that there is still Big Change Afoot in such a system.  Data Warehousing ceases to be an industry unto itself, and we shift more to a tactical Data Mart model, where IT is constantly interacting with the business and evolving/tuning a fundamentally simple “star schema” foundation.  If the Business doesn’t ask for something, it’s not in the Data Mart (except for quality and robustness of course). 

If no one asks for a Slowly Changing Dimension (or even a non-jargonized equivalent, such as “I need a table with the following columns”) you don’t build one.  And that means you will build many fewer SCD’s, IMO.  It also means that the data shaping component of a PowerPivot system is something a traditional (non-BI) DBA can participate in.

So there you go.  A dose of conciliation AND heresy in a single post.  It’s just the truth though, and not something that I claim to have invented.  It’s merely something I am reporting.

Rob Collie

One of the original engineering leaders behind Power BI and Power Pivot during his 14-year career at Microsoft, Rob Collie founded a consulting company in 2013 that is 100% devoted to “the new way forward” made possible by Power BI and its related technologies. Since 2013, PowerPivotPro has rapidly grown to become the leading firm in the industry, pioneering an agile, results-first methodology never before seen in the Business Intelligence space. A sought-after public speaker and author of the #1-selling Power BI book, Rob and his team would like to help you revolutionize your business and your career.

This Post Has 5 Comments
  1. Hmm, well maybe I agree with you up to a point: however I think IT has a role to play in modelling and reporting when things get difficult. There are always going to be different levels of IT competency among business users, but even the most competent business users may sometimes want to do things that exceed their abilities and need help from IT. Even you need to get help from Marco and Alberto sometimes (eg!

    1. Hi Chris. I honestly am flattered that you still read what I have to say, I get the sense that many of your peers have given up on me.

      The prior is a trick statement btw, because you do not have many peers! (Get it? It’s a compliment.)

      You are right of course. As a PowerPivot author, anyone who knows more than me, or frankly even people of equivalent skill, are a great resource for me to lean on when the going gets tough. IT is a natural place to go for that, especially if you aren’t fortunate enough to have an Italian Hotline like I do 🙂

      I don’t see that as weakening the core message at all though, do you? It’s a dramatic shift from what I was able to even conceive five years ago. If a biz user is “on point” for modeling and reporting, even if they need to get IT assistance on a formula every now and then, the world has changed in a big way. For the better I think. But awareness of this is only beginning.

      Claudia Imhoff’s TDWI webinar today coincidentally covered some similar topics. It was titled “Turning BI Mavericks into BI Mavens.” She didn’t say anything controversial – her tone was much more “easing people into a new mindset” – but I think the overall direction was very much “of a feather” with the things I am saying here.

      Were you listening in too? I’ll post the link once the recording is sent out.

      1. I get the feeling that you rather like the idea we’ve given up on you because it reinforces your outsider/revolutionary/James-Dean-of-PowerPivot image. But we haven’t because we know you’re really one of us – you are, whether you like it or not, a BI professional yourself!

        And that’s the point, of course, we’re all in it together and the idea that we don’t need each other is a load of rubbish. BI projects have only ever been successful in the past when business users have been closely involved, and as I said business users will always need IT. What has changed is that new software like PowerPivot means that business users have been able to take a more active role in building the models they use, and that’s a good thing for everyone.

        I think of it like a BI version of the introduction of the word processor: forty years ago if you were a business person and you wanted to write a memo, you probably had to call your secretary and get her to type it out for you. Today you just sit down and type an email yourself in a fraction of the time. Maybe you can’t type as well as a secretary, but you don’t need to because it’s easier to correct mistakes with a word processor and you can express yourself much more easily.

        1. Shh, if you keep saying publicly that I enjoy the renegade image, you’ll spoil my secret! 😉

          I do have some fun with it of course, but I’d much prefer to be understood and have this whole thing be a non-issue. I don’t think my stance reflects anything genius – it’s pretty mundane when you think about it. Direct participation rather than “dictation,” to use your excellent metaphor, will always be better.

          But there’s also nothing to fear here either. Even a dramatic change in the *role* of IT doesn’t reduce the *need* for IT. Data is only becoming more ubiquitous. In addition to the roles we talked about here (data mart stewardship, one-off consulting to the biz on harder problems), do you think there are brand-new needs emerging for IT to address? Absolutely! One trivial example: Should 20 different people subscribe to an Azure Data Market feed, and name the columns differently 20 times, or should that third-party subscription be shared?

          I am going to co-opt your dictation metaphor, btw, with attribution. It’s fantastic 🙂

          1. It’s ok, I’m not too worried about whether I’ll have a job – I know I’ll survive somehow!

            Following on from your point about 20 people subscribing to the same Azure DataMarket feed, this is why I’m interested in the proposed additions to OData that I blogged about here:
            It suggests that one day you could package information on how to model the data along with the data itself. I’d like to see IT’s role as pre-defining small chunks of modelled data that could then be combined together into bigger chunks by users like Lego.

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