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.

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  • SP Saturday 2010 BI Presentation Spence

    1. 1. Business Intelligence Options in SharePoint 2010<br />Presented by Colin Spence<br />Convergent Computing<br />
    2. 2. Agenda<br />BI Overview <br />Excel and Excel Services<br />PerformancePoint<br />Business Connectivity Services<br />PowerPivot<br />Summary<br />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: http://www.amazon.com/Microsoft-SharePoint-2010-Unleashed-Michael/dp/0672333252/ref=sr_1_2?s=books&ie=UTF8&qid=1284408032&sr=1-2 <br />
    3. 3. Colin Spence <br /><ul><li>Partner and Senior Consultant at Convergent Computing (CCO)
    4. 4. Practice Lead – CCO SharePoint Solutions
    5. 5. Co-author of SharePoint 2010 Unleashed, SharePoint 2007 and 2003 Unleashed and Teach Yourself SharePoint 2003 in 10-Minutes
    6. 6. Contributing author to numerous other Technology and Project Management books
    7. 7. Specialist in SharePoint strategy planning, architecture design, environment implementation, and end user training
    8. 8. Presenter at TechEd, Microsoft webcasts, SF SharePoint User Groups, Penton Media Seminars
    9. 9. Fair weather Network World blogger and DevX article contributor</li></li></ul><li>Convergent: Company Overview <br /><ul><li>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. 10. As a Microsoft Gold Certified Partner, CCO has extensive experience and expertise in numerous Microsoft technologies
    11. 11. CCO consultants have written best-selling books on many Microsoft technologies including "SharePoint Server 2007 Unleashed", and “SharePoint Server 2003 Unleashed.”
    12. 12. CCO has been recognized by Microsoft for our excellence in delivery:
    13. 13. NorCal District General Manager’s Award (2008)
    14. 14. Partner of the Year Finalist (2007)
    15. 15. Global Winning Customer (2006)
    16. 16. Security Solutions Specialization (2006)
    17. 17. Most Valuable Partner - Microsoft West Region (2006)
    18. 18. Top Regional Partner - Customer Satisfaction (2006)
    19. 19. CCO is a Public Utility Commission "Clearinghouse" Minority Business Enterprise (MBE) registered vendor. </li></li></ul><li>Defining BI in the Organization<br /><ul><li>Key pieces of information used to support business decisions
    20. 20. Can be analytical, measurable data, anecdotal information, or factual details
    21. 21. Can be used by people at many different levels of an organization
    22. 22. Approaches to BI
    23. 23. Top-down approach
    24. 24. Bottom-up approach
    25. 25. “Middle-up” approach
    26. 26. Pros and cons of each….
    27. 27. What tools will be used?
    28. 28. Excel, Excel Services, PerformancePoint, BCS, PowerPivot… other?</li></li></ul><li>What Gartner is Saying about BI<br /><ul><li>Growing bifurcation of stack vs. departmental buying
    29. 29. CIOs view BI among their top priorities for improving decision making and the operational efficiencies that drive revenue and profitability
    30. 30. Shift from measurement to analysis, forecasting and optimization
    31. 31. Economic conditions driving interest in low-cost alternatives
    32. 32. BI platforms will remain one of the fastest growing software markets
    33. 33. BI SaaS adoption is low today but will grow as more options are available (Microsoft Azure)
    34. 34. Microsoft Office integration is important including support for document types, formulas, data “refresh” and pivot tables
    35. 35. Search-based BI is increasingly important to work with unstructured data</li></li></ul><li>What Gartner is Saying about Microsoft BI<br /><ul><li>Smart moves in BI, and “moving up the food chain” to larger clients and larger deployments
    36. 36. Excel is placed at the center of BI offering
    37. 37. Strategy also leverages SQL Server and SharePoint Server
    38. 38. Generally lower pricing and focus on “information worker” productivity
    39. 39. Microsoft BI solutions perceived as less complex and less expensive
    40. 40. Higher use of OLAP functionality due to SQL Analysis Server integration
    41. 41. Note: integration of some recent acquisitions isn’t as seamless as it could be: Fast, Stratature and ProClarity</li></li></ul><li>Dashboard Samples<br />
    42. 42. Dashboards Example: Designer<br /><ul><li>SharePoint 2007 Tools with </li></ul> Designer 2007<br /><ul><li>Data Imported from spreadsheets
    43. 43. Conditional Formatting
    44. 44. Convert web part to dataview
    45. 45. Filter/Group/Sort Capabilities
    46. 46. Approval Workflows</li></li></ul><li>Dashboard Example: Third Party<br />Bamboo Solutions Web Parts<br />Data Viewer and Chart Plus<br />$X Per front-end server<br />SharePoint out of the box KPIs<br />
    47. 47. Video of Data Viewer in Action<br />
    48. 48. Dashboards Example: PerformancePoint<br /><ul><li>MOSS and Performance Point (ProClarity)
    49. 49. OLAP Cube connectivity
    50. 50. Enhanced Analytics and reporting capabilities</li></li></ul><li>Excel Services<br />
    51. 51. Leveraging Excel Data in SharePoint <br /><ul><li>Generally considered “Step 1” for leveraging SharePoint for BI applications
    52. 52. Quick win to move from Spreadsheets to SharePoint lists
    53. 53. Use the Import Spreadsheet template
    54. 54. Note: in this case there is noconnectivity between the SharePoint list and the source spreadsheet
    55. 55. Use Excel Services to publish to SharePoint libraries
    56. 56. Now a service application, and as such is more manageable and customizable
    57. 57. Excel Services now leverages PowerShell for management instead of the stsadm tool
    58. 58. Now provides REST API
    59. 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. 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. 61. Parameter input is possible from SharePoint Excel Web Access web part
    62. 62. Requires defined named cells</li></li></ul><li>Managing Excel Services<br />Many more tools in Central Admin<br />Stsadm commands (such as Add-ecsfiletrustedlocation, Add-ecssafedataprovider) are no longer supported against Excel Services in SharePoint 2010 so PowerShell will be needed<br />
    63. 63. Publishing to Excel Services<br /><ul><li>Example of a spreadsheet with a pivot table
    64. 64. Publish to SharePoint document library
    65. 65. Add Excel Web Access web part to a page
    66. 66. Users can access different tabs, search, save a copy locally for editing, refresh
    67. 67. If Office Web Apps are in use, users CAN edit content!</li></li></ul><li>
    68. 68. Interactivity in Excel Services<br />Limited if Office Web Apps not in use with the exception of parameter input.<br />Requires the naming of a cell in Excel, publish to SharePoint then users can input values<br />Doesn’t change Excel data, so more for “what if” scenarios<br />
    69. 69. PerformancePoint<br />
    70. 70. PerformancePoint<br /><ul><li>The product was born from a merger of Microsoft's Business Scorecard Manager and products acquired from ProClarity
    71. 71. In 2009, owners of the SharePoint Enterprise CAL became licensed for PerformancePoint; however, it remained a separate installation.
    72. 72. In SharePoint 2010, PerformancePoint Services is now rolled into the SharePoint installation as a service application
    73. 73. Place rich report creation capabilities into the hands of power users
    74. 74. Some reports provide interaction for report consumers</li></li></ul><li>Creating a PerformancePoint Service Application<br /><ul><li>Create the Service Application
    75. 75. Create a web application
    76. 76. NTLM can be used
    77. 77. Generally rec’d to create new app pool
    78. 78. Dedicated db is created
    79. 79. Connect to Service App</li></li></ul><li>Creating a PerformancePoint Site Collection<br /><ul><li>Create a new site collection
    80. 80. Map to the web app
    81. 81. Set site collection admins
    82. 82. Choose Business Intelligence Center site template</li></li></ul><li>Dashboard Designer<br /><ul><li>Integrated tool for PerformancePoint dashboard creation
    83. 83. Dashboard Designer is the client interface for building PerformancePoint reports and scorecards.
    84. 84. It provides a drag-and-drop interface for creating the dashboards, scorecards, reports, and Key Performance Indicators (KPIs)
    85. 85. It enables business users to build reports without having to do any programming</li></li></ul><li>Creating Dashboards in Dashboard Designer<br />Data Connections: <br />SQL Server Analysis Services<br />Excel components from either Excel Services or Excel Workbooks<br />SharePoint Lists <br />SQL Server tables<br />Select KPI Indicators<br />Showing status <br />Green, Yellow, Red<br />Targets vs. Actuals<br />Showing Progress<br />
    86. 86. Creating a Scorecard in Dashboard Designer<br /><ul><li>A set of KPIs are grouped together to form a scorecard. Examples include:
    87. 87. Sales volumes, with specific KPIs for each region
    88. 88. Capacity utilization, with factories making up the individual KPIs
    89. 89. Number of safety incidents, with per-plant line items
    90. 90. Customer service complaints, based on product line
    91. 91. Types of Scorecards in DD:
    92. 92. Microsoft: Based on Analysis Services, which requires that you have a corresponding data source based on SQL Server Analysis Services.
    93. 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. 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.</li></li></ul><li>PerformancePoint Report Options<br /><ul><li>Reports can be of several different varieties, each of which requires you to have a corresponding data source of the same type:
    95. 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. 96. Analytic Grid: Also based on data from OLAP cubes, Analytic grids display rows and columns of processed data.
    97. 97. Excel Services: Allows for views of any components from Excel Services.
    98. 98. KPI Details: View detailed information about any KPI line item.
    99. 99. ProClarity Analytics Server Page: Create a reference to an existing ProClarity Analytics server page.
    100. 100. Reporting Services: Reference an existing report from SQL Server Reporting Services.
    101. 101. Strategy Map: Create a strategy map report that is connected to a scorecard by using Microsoft Office Visio 2007 or 2010.
    102. 102. Web Page: Create a reference to an existing web page</li></li></ul><li>Creating Reports in Dashboard Designer<br />
    103. 103. Putting it all together in a Dashboard<br /><ul><li>From Dashboard Designer
    104. 104. In the Details pane, expand Scorecards, and expand PerformancePoint Content. Drag the Product Sales scorecard into one of the dashboard zones.
    105. 105. In the Details pane, expand Reports, and expand PerformancePoint Content. Drag AdventureWorks Sales Chart onto the other zone.
    106. 106. In the Workspace Browser, right-click on Product Sales Dashboard, and select Deploy to SharePoint.
    107. 107. Select one of the master page options, and click OK.
    108. 108. After the deployment is complete, the dashboard page launches in Internet Explorer.</li></li></ul><li>
    109. 109. Business Connectivity Services<br />
    110. 110. BCS<br /><ul><li>Newest iteration of the good ole Business Data Catalog (BDC) from SharePoint 2007
    111. 111. In SharePoint 2007 BDC definitions of entities required third-party tools
    112. 112. BDC Metaman from Lightning Tools and MOSS BDC Design Studio from Simego
    113. 113. In SharePoint 2010 Visual Studio 2010 and Designer 2010 provide built-in BCS dev tools</li></li></ul><li>External Content Types<br /><ul><li>Definition: an entity whose underlying data exists external to SharePoint.
    114. 114. Is a SharePoint content type and has a set of attributes or columns.
    115. 115. Using BCS, external content types can be defined and made available for consumption within SharePoint.
    116. 116. Operations available with External Content Types:
    117. 117. Create Operation: Add a new record to a table
    118. 118. Update Operation: Modify an existing record
    119. 119. Delete Operation: Remove a record from a table
    120. 120. Association: Define a relationship between two related tables</li></li></ul><li>Creating and Using External Content Types<br />
    121. 121. PowerPivot<br />
    122. 122. PowerPivot <br /><ul><li>Available for Excel 2010 or SharePoint 2010
    123. 123. Leverages Excel Services in SharePoint 2010
    124. 124. Requires SQL Server 2008 R2 release
    125. 125. VertiPaq engine compresses and manages millions of rows of data in memory with fast performance
    126. 126. Online virtual lab for PowerPivot for Excel 2010 available:
    127. 127. https://cmg.vlabcenter.com/default.aspx?moduleid=ad3bd3e9-8d2b-498d-94fa-e41e1b09730d
    128. 128. Beware of errors in the steps!
    129. 129. SharePoint 2010 supports creation of PowerPivot Gallery</li></li></ul><li>PowerPivot For Excel Walkthrough<br />
    130. 130. Video of PowerPivot in Action<br />
    131. 131. PowerPivot for SharePoint 2010<br />
    132. 132. Integration of PowerPivot and PerformancePoint<br /><ul><li>PerformancePoint Services in SharePoint Server 2010 and SQL Server 2008 R2 PowerPivot.
    133. 133. You can use a PowerPivot model in PerformancePoint
    134. 134. Requires PPS Dashboard Designer
    135. 135. Some issues should be expected in using the two products in conjunction with one another. See:
    136. 136. http://www.microsoft.com/downloads/en/confirmation.aspx?FamilyID=11762ECB-EF79-4556-88D9-B478B8F4AA12&amp%3Bdisplaylang=en</li></li></ul><li>Other SharePoint “BI” to Consider<br />
    137. 137. SharePoint Site Usage: “Who’s doing What”<br />
    138. 138. Summary<br />
    139. 139. Summary<br /><ul><li>Goal to encourage SharePoint as BI Platform
    140. 140. Dashboards can be simple or more complex depending upon tools used and data connected to
    141. 141. Move or connect to Excel data from lists
    142. 142. Look at third party KPI, Graph, Data Viewer web parts (Bamboo)
    143. 143. Consider PerformancePont with Dashboard Designer
    144. 144. Consider BCS leveraging External Content Types
    145. 145. Test PowerPivot for Excel 2010 and SharePoint 2010
    146. 146. Remember the “BI” of SharePoint usage can be very valuable</li></li></ul><li>Convergent: SharePoint Services<br /><ul><li>SharePoint-specific Services
    147. 147. Complete range of SharePoint based solutions for:
    148. 148. Small, Medium and Large clients
    149. 149. For Profit, Non-profit, Educational, Government solutions
    150. 150. Existing SharePoint assessment
    151. 151. Server Configuration best practices review, health check
    152. 152. Performance testing
    153. 153. Full project cycle services
    154. 154. Discovery, Design, Proof of Concept, Implementation, Migration, Support
    155. 155. Branding for internal, external and mixed usage
    156. 156. Training on best practices, troubleshooting, design
    157. 157. SharePoint application design
    158. 158. Including workflows, forms, security, dashboards, custom web parts, etc.
    159. 159. Integration with other Microsoft Products, IBM, Oracle products
    160. 160. Etc…</li>