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SP Saturday 2010 BI Presentation Spence


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Colin Spence's presentation on Business Intelligence options in SharePoint 2010. Presented at SharePoint Saturday 2010 in San Ramon, California.

Colin Spence's presentation on Business Intelligence options in SharePoint 2010. Presented at SharePoint Saturday 2010 in San Ramon, California.

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    • 1. Business Intelligence Options in SharePoint 2010
      Presented by Colin Spence
      Convergent Computing
    • 2. Agenda
      BI Overview
      Excel and Excel Services
      Business Connectivity Services
      Note: Most examples shown in the slides are included in full detail in the SharePoint Server 2010 Unleashed book soon to be available from Sams Publishing:
    • 3. Colin Spence
      • Partner and Senior Consultant at Convergent Computing (CCO)
      • 4. Practice Lead – CCO SharePoint Solutions
      • 5. Co-author of SharePoint 2010 Unleashed, SharePoint 2007 and 2003 Unleashed and Teach Yourself SharePoint 2003 in 10-Minutes
      • 6. Contributing author to numerous other Technology and Project Management books
      • 7. Specialist in SharePoint strategy planning, architecture design, environment implementation, and end user training
      • 8. Presenter at TechEd, Microsoft webcasts, SF SharePoint User Groups, Penton Media Seminars
      • 9. Fair weather Network World blogger and DevX article contributor
    • Convergent: Company Overview
      • Located in the San Francisco Bay Area and in business for over 24 years, Convergent Computing has 65+ Consultants on staff and is recognized as an industry leader in Microsoft SharePoint Server 2007 solutions
      • 10. As a Microsoft Gold Certified Partner, CCO has extensive experience and expertise in numerous Microsoft technologies
      • 11. CCO consultants have written best-selling books on many Microsoft technologies including "SharePoint Server 2007 Unleashed", and “SharePoint Server 2003 Unleashed.”
      • 12. CCO has been recognized by Microsoft for our excellence in delivery:
      • 13. NorCal District General Manager’s Award (2008)
      • 14. Partner of the Year Finalist (2007)
      • 15. Global Winning Customer (2006)
      • 16. Security Solutions Specialization (2006)
      • 17. Most Valuable Partner - Microsoft West Region (2006)
      • 18. Top Regional Partner - Customer Satisfaction (2006)
      • 19. CCO is a Public Utility Commission "Clearinghouse" Minority Business Enterprise (MBE) registered vendor.
    • Defining BI in the Organization
      • Key pieces of information used to support business decisions
      • 20. Can be analytical, measurable data, anecdotal information, or factual details
      • 21. Can be used by people at many different levels of an organization
      • 22. Approaches to BI
      • 23. Top-down approach
      • 24. Bottom-up approach
      • 25. “Middle-up” approach
      • 26. Pros and cons of each….
      • 27. What tools will be used?
      • 28. Excel, Excel Services, PerformancePoint, BCS, PowerPivot… other?
    • What Gartner is Saying about BI
      • Growing bifurcation of stack vs. departmental buying
      • 29. CIOs view BI among their top priorities for improving decision making and the operational efficiencies that drive revenue and profitability
      • 30. Shift from measurement to analysis, forecasting and optimization
      • 31. Economic conditions driving interest in low-cost alternatives
      • 32. BI platforms will remain one of the fastest growing software markets
      • 33. BI SaaS adoption is low today but will grow as more options are available (Microsoft Azure)
      • 34. Microsoft Office integration is important including support for document types, formulas, data “refresh” and pivot tables
      • 35. Search-based BI is increasingly important to work with unstructured data
    • What Gartner is Saying about Microsoft BI
      • Smart moves in BI, and “moving up the food chain” to larger clients and larger deployments
      • 36. Excel is placed at the center of BI offering
      • 37. Strategy also leverages SQL Server and SharePoint Server
      • 38. Generally lower pricing and focus on “information worker” productivity
      • 39. Microsoft BI solutions perceived as less complex and less expensive
      • 40. Higher use of OLAP functionality due to SQL Analysis Server integration
      • 41. Note: integration of some recent acquisitions isn’t as seamless as it could be: Fast, Stratature and ProClarity
    • Dashboard Samples
    • 42. Dashboards Example: Designer
      • SharePoint 2007 Tools with
      Designer 2007
      • Data Imported from spreadsheets
      • 43. Conditional Formatting
      • 44. Convert web part to dataview
      • 45. Filter/Group/Sort Capabilities
      • 46. Approval Workflows
    • Dashboard Example: Third Party
      Bamboo Solutions Web Parts
      Data Viewer and Chart Plus
      $X Per front-end server
      SharePoint out of the box KPIs
    • 47. Video of Data Viewer in Action
    • 48. Dashboards Example: PerformancePoint
      • MOSS and Performance Point (ProClarity)
      • 49. OLAP Cube connectivity
      • 50. Enhanced Analytics and reporting capabilities
    • Excel Services
    • 51. Leveraging Excel Data in SharePoint
      • Generally considered “Step 1” for leveraging SharePoint for BI applications
      • 52. Quick win to move from Spreadsheets to SharePoint lists
      • 53. Use the Import Spreadsheet template
      • 54. Note: in this case there is noconnectivity between the SharePoint list and the source spreadsheet
      • 55. Use Excel Services to publish to SharePoint libraries
      • 56. Now a service application, and as such is more manageable and customizable
      • 57. Excel Services now leverages PowerShell for management instead of the stsadm tool
      • 58. Now provides REST API
      • 59. Client/server software architecture/protocol that uses hyperlinks and lets the user access entities (such as ranges and charts) in workbooks using Excel Services through HTTP
      • 60. JSOM or ECMAScript (JScript or JavaScript object model): ECMAScript enables syndication, mash-ups, automation of Excel Services, and the extension of Excel Services by third parties
      • 61. Parameter input is possible from SharePoint Excel Web Access web part
      • 62. Requires defined named cells
    • Managing Excel Services
      Many more tools in Central Admin
      Stsadm commands (such as Add-ecsfiletrustedlocation, Add-ecssafedataprovider) are no longer supported against Excel Services in SharePoint 2010 so PowerShell will be needed
    • 63. Publishing to Excel Services
      • Example of a spreadsheet with a pivot table
      • 64. Publish to SharePoint document library
      • 65. Add Excel Web Access web part to a page
      • 66. Users can access different tabs, search, save a copy locally for editing, refresh
      • 67. If Office Web Apps are in use, users CAN edit content!
    • 68. Interactivity in Excel Services
      Limited if Office Web Apps not in use with the exception of parameter input.
      Requires the naming of a cell in Excel, publish to SharePoint then users can input values
      Doesn’t change Excel data, so more for “what if” scenarios
    • 69. PerformancePoint
    • 70. PerformancePoint
      • The product was born from a merger of Microsoft's Business Scorecard Manager and products acquired from ProClarity
      • 71. In 2009, owners of the SharePoint Enterprise CAL became licensed for PerformancePoint; however, it remained a separate installation.
      • 72. In SharePoint 2010, PerformancePoint Services is now rolled into the SharePoint installation as a service application
      • 73. Place rich report creation capabilities into the hands of power users
      • 74. Some reports provide interaction for report consumers
    • Creating a PerformancePoint Service Application
      • Create the Service Application
      • 75. Create a web application
      • 76. NTLM can be used
      • 77. Generally rec’d to create new app pool
      • 78. Dedicated db is created
      • 79. Connect to Service App
    • Creating a PerformancePoint Site Collection
      • Create a new site collection
      • 80. Map to the web app
      • 81. Set site collection admins
      • 82. Choose Business Intelligence Center site template
    • Dashboard Designer
      • Integrated tool for PerformancePoint dashboard creation
      • 83. Dashboard Designer is the client interface for building PerformancePoint reports and scorecards.
      • 84. It provides a drag-and-drop interface for creating the dashboards, scorecards, reports, and Key Performance Indicators (KPIs)
      • 85. It enables business users to build reports without having to do any programming
    • Creating Dashboards in Dashboard Designer
      Data Connections:
      SQL Server Analysis Services
      Excel components from either Excel Services or Excel Workbooks
      SharePoint Lists
      SQL Server tables
      Select KPI Indicators
      Showing status
      Green, Yellow, Red
      Targets vs. Actuals
      Showing Progress
    • 86. Creating a Scorecard in Dashboard Designer
      • A set of KPIs are grouped together to form a scorecard. Examples include:
      • 87. Sales volumes, with specific KPIs for each region
      • 88. Capacity utilization, with factories making up the individual KPIs
      • 89. Number of safety incidents, with per-plant line items
      • 90. Customer service complaints, based on product line
      • 91. Types of Scorecards in DD:
      • 92. Microsoft: Based on Analysis Services, which requires that you have a corresponding data source based on SQL Server Analysis Services.
      • 93. Standard: Enables you to create either a blank or fixed value scorecard. These two options enable you to add KPIs created and manually added to your workspace.
      • 94. Tabular: Contains several options for creating KPIs based on various table-centric data sources. Like the Analysis Services scorecard, selection of any of the scorecards in this category requires you to have a data source based on the corresponding KPI type.
    • PerformancePoint Report Options
      • Reports can be of several different varieties, each of which requires you to have a corresponding data source of the same type:
      • 95. Analytic Chart: Interactive charts, based on OLAP cube data, such as SQL Server Analysis Services, can be in bar, line and pie chart format.
      • 96. Analytic Grid: Also based on data from OLAP cubes, Analytic grids display rows and columns of processed data.
      • 97. Excel Services: Allows for views of any components from Excel Services.
      • 98. KPI Details: View detailed information about any KPI line item.
      • 99. ProClarity Analytics Server Page: Create a reference to an existing ProClarity Analytics server page.
      • 100. Reporting Services: Reference an existing report from SQL Server Reporting Services.
      • 101. Strategy Map: Create a strategy map report that is connected to a scorecard by using Microsoft Office Visio 2007 or 2010.
      • 102. Web Page: Create a reference to an existing web page
    • Creating Reports in Dashboard Designer
    • 103. Putting it all together in a Dashboard
      • From Dashboard Designer
      • 104. In the Details pane, expand Scorecards, and expand PerformancePoint Content. Drag the Product Sales scorecard into one of the dashboard zones.
      • 105. In the Details pane, expand Reports, and expand PerformancePoint Content. Drag AdventureWorks Sales Chart onto the other zone.
      • 106. In the Workspace Browser, right-click on Product Sales Dashboard, and select Deploy to SharePoint.
      • 107. Select one of the master page options, and click OK.
      • 108. After the deployment is complete, the dashboard page launches in Internet Explorer.
    • 109. Business Connectivity Services
    • 110. BCS
      • Newest iteration of the good ole Business Data Catalog (BDC) from SharePoint 2007
      • 111. In SharePoint 2007 BDC definitions of entities required third-party tools
      • 112. BDC Metaman from Lightning Tools and MOSS BDC Design Studio from Simego
      • 113. In SharePoint 2010 Visual Studio 2010 and Designer 2010 provide built-in BCS dev tools
    • External Content Types
      • Definition: an entity whose underlying data exists external to SharePoint.
      • 114. Is a SharePoint content type and has a set of attributes or columns.
      • 115. Using BCS, external content types can be defined and made available for consumption within SharePoint.
      • 116. Operations available with External Content Types:
      • 117. Create Operation: Add a new record to a table
      • 118. Update Operation: Modify an existing record
      • 119. Delete Operation: Remove a record from a table
      • 120. Association: Define a relationship between two related tables
    • Creating and Using External Content Types
    • 121. PowerPivot
    • 122. PowerPivot
      • Available for Excel 2010 or SharePoint 2010
      • 123. Leverages Excel Services in SharePoint 2010
      • 124. Requires SQL Server 2008 R2 release
      • 125. VertiPaq engine compresses and manages millions of rows of data in memory with fast performance
      • 126. Online virtual lab for PowerPivot for Excel 2010 available:
      • 127.
      • 128. Beware of errors in the steps!
      • 129. SharePoint 2010 supports creation of PowerPivot Gallery
    • PowerPivot For Excel Walkthrough
    • 130. Video of PowerPivot in Action
    • 131. PowerPivot for SharePoint 2010
    • 132. Integration of PowerPivot and PerformancePoint
      • PerformancePoint Services in SharePoint Server 2010 and SQL Server 2008 R2 PowerPivot.
      • 133. You can use a PowerPivot model in PerformancePoint
      • 134. Requires PPS Dashboard Designer
      • 135. Some issues should be expected in using the two products in conjunction with one another. See:
      • 136.
    • Other SharePoint “BI” to Consider
    • 137. SharePoint Site Usage: “Who’s doing What”
    • 138. Summary
    • 139. Summary
      • Goal to encourage SharePoint as BI Platform
      • 140. Dashboards can be simple or more complex depending upon tools used and data connected to
      • 141. Move or connect to Excel data from lists
      • 142. Look at third party KPI, Graph, Data Viewer web parts (Bamboo)
      • 143. Consider PerformancePont with Dashboard Designer
      • 144. Consider BCS leveraging External Content Types
      • 145. Test PowerPivot for Excel 2010 and SharePoint 2010
      • 146. Remember the “BI” of SharePoint usage can be very valuable
    • Convergent: SharePoint Services
      • SharePoint-specific Services
      • 147. Complete range of SharePoint based solutions for:
      • 148. Small, Medium and Large clients
      • 149. For Profit, Non-profit, Educational, Government solutions
      • 150. Existing SharePoint assessment
      • 151. Server Configuration best practices review, health check
      • 152. Performance testing
      • 153. Full project cycle services
      • 154. Discovery, Design, Proof of Concept, Implementation, Migration, Support
      • 155. Branding for internal, external and mixed usage
      • 156. Training on best practices, troubleshooting, design
      • 157. SharePoint application design
      • 158. Including workflows, forms, security, dashboards, custom web parts, etc.
      • 159. Integration with other Microsoft Products, IBM, Oracle products
      • 160. Etc…