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Business intelligence armoury – what’s the best tool

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  • 1. Business Intelligence Armoury – What’s the Best Tool for the Job? Mark Macrae
  • 2. Mark Macrae mark@id-live.com @m_macrae • MCTS SharePoint/BI • Intelligent Decisioning Ltd • 7 Yrs SharePoint Project Experience • SUGUK Outside SharePoint…Football Coach, Krav Maga, West Ham (shhh)
  • 3. Agenda or Summary Layout • Microsoft Vision • A Little History • Toolkit for 2010 • Tactical • Operational • Enterprise
  • 4. Microsoft’s Vision Overview  Delivered through a familiar environment  Integrated into business collaboration infrastructure  Built on a trusted and extensible platform Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions
  • 5. Microsoft BI Stack - 2006 Overview Strategic • SQL Server 2005 (SSAS, SSRS, SSIS) • Sound foundations • Acquisition of ProClarity Tactical • MS Excel 2003, MS Visio 2003 • SSRS Report Builder 1.0 • Business Scorecard Manager Operational • SharePoint 2003 • Poor delivery mechanism Gartner Magic Quadrant (BI) - Jan 2007
  • 6. Microsoft BI Stack - Today Overview Strategic • SQL Server 2008 R2 (SSAS, SSRS, SSIS) • PerformancePoint Services 2010 • Excel Services 2010 • Power Pivot Tactical • MS Excel 2010, MS Visio 2010 • SSRS Report Builder 3.0 • PPS Dashboard Designer • Chart Web Parts Operational • SharePoint 2010 Gartner Magic Quadrant (BI) - Jan 2010
  • 7. Everyday tools – Excel, Access, Visio Tools in the Arsenal By Ease of Deployment Chart/Map Web Parts KPI Status Lists Strategic Data Layer Controlled, publication of reports PerformancePoint, SSRS, Power Pivot Tactical Operational Enterprise
  • 8. Tactical Solutions • Scope • Single User • Team • Data Sources • Mixture (SP Lists, Excel, SQL) • Generally local • Setup • Quick, simple • Cost • Mixture, but look out for freebies
  • 9. Chart Web Part What can it do? • Enterprise • Connect to data from • SP List • BCS • Excel • Another WebPart • Extensive design options • Cannot Roll Up and chart counts
  • 10. Google Chart API • Free Web Parts (check licensing) • Requires Internet Connection to setup • Web Parts available which connect to SPLists • Simple design options • Can Roll Up (count, sum etc)
  • 11. Status Lists In a nutshell • KPI Lists in 2007 • Lightweight Scorecard • Connect to • SP Lists • Excel • Analysis Services • Actual, Goal, Thresholds
  • 12. Operational Solutions Everyday Tools (Excel, Visio, Access) • Scope • Single User • Team • Enterprise • Data Sources • SP Lists, Excel, Access • SQL Server / OLEDB / ODBC • Setup • As simple or complex as you wish • Cost • Enterprise Licenses • Infrastructure, Server Power
  • 13. Visio Services • Only author requires Visio client • Pictorial representation e.g. • Network Diagrams • Maps, plans • Flow chart / workflow / project plans • Hook up to data from: • SP Lists, Excel, Access, ODBC, SQL • Selective usage
  • 14. Excel Services • Most popular tool for BI • Most feature rich product • Most versatile • Excel Services Enterprise Only • Most data sources
  • 15. Enterprise Solutions Strategic Tools for Mature Data Sources • Scope • Team / Enterprise • Data Sources • SP Lists, Excel, SQL, ODBC • Analysis Services OLAP Cubes • Setup • Well structured Data Warehouse / OLAP is key • Actual report building straightforward • Cost • Enterprise Licenses • Infrastructure, Server Power
  • 16. PerformancePoint Services • Primarily OLAP Cube Browser • Interactive, Exploratory • Supplementary data analysis • Avoid ODBC/Flat Data Sources • Limited Customisations (SDK?) • Configuration much easier
  • 17. SQL Reporting Services • Print Quality Reports • ‘Hot link’ to sub reports • Geospatial mapping • 2008 R2 Supports SP Lists natively • OLAP Cube Query Builder • Report Parts for centralised core • Workflow, Document Management • Report Builder 3.0 • Foundation
  • 18. Power Pivot • SQL 2008 R2 • Excel Add-In • Large data sets (millions of rows) • High spec client machines • Self serve cube building • Complex Setup • Niche tool
  • 19. Summary *Options available for customisation Setup Customise* Cost Scope Training Chart Parts Status Lists Excel Visio PPS SSRS Power Pivot
  • 20. Thanks! • James Love @jimmywim • Alex Clark @sharepointalex
  • 21. Questions?