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  • About meRegional focusDistilled information worker platforms MSFT (SharePoint, BI, EPM)Collaboration – Portals, Insight Search BIProductivity forms, office custom, mekko


  • 1. A Simpleton’s Guide to Business Intelligence in SharePoint 2010
    Chris McNulty
  • 2. A Simpleton’s Guide to Business Intelligence in SharePoint 2010
    SharePoint Saturday East BaySeptember 2011Chris McNulty
  • 3. About Me
    Working with SharePoint technologies since 2000/2001
    20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
    SharePoint practice lead at KMA
    Write and speak often on Microsoft information worker technologies (book out this month!)
    Microsoft MCSE/MCTS/MSA/MVTS
    BC MBA in Investment Management
    Hiking, cooking, playing guitar, colonial history, photography
    My family: Hayley, three kids (15, 6, 3) and my dog Stan
  • 4. About KMA
    • Full-service IT consulting firm established in 1995
    • 5. 28 employees: Partner, PM, Analyst, Developer, QA
    • 6. Industry expertise and focus: Professional Services, Life Sciences & Financial Services
    • 7. Microsoft technology focus:
    • 8. Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004
    • 9. Working with SharePoint technologies since 2001
    • 10. Specialties in
    • 11. Collaboration: Portals, Communities and Content Management
    • 12. Insight: Enterprise Search and Business Intelligence
    • 13. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)
  • Agenda
    Goals, Terms & Surrounding Technology
    Technology Overview and Demos
    Simple List and Chart
    Excel Web Access
    Power Pivot
    Business Connectivity Services (BCS)
    SQL Server Reporting Services (SSRS)
    Performance Point 2010
  • 14. Microsoft SharePoint Server 2010 … the bright frontier
  • 15. Microsoft SharePoint Server 2010 … the bright frontier
    Eastern Long Island, July 4, 2010
  • 16. Goals for BI Design
    Answering the known questions about our business
    Allowing users to self-discover patterns and answers to questions we haven’t yet been asked
  • 17. Terms
    SSRS – SQL Server Reporting Services
    Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services
    WCF – Windows Communications Framework
    Project Dallas – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)
  • 18. Surrounding Technologies
    Analysis Services (Cubes)
    SQL Server Integration Services (DTS)
    AS-based Dashboard Designer and Reports
    Project Dallas
  • 19. SharePoint BI Evolution
  • 20. SharePoint Charting
    Native to SharePoint (Web Part)
    Code-free solution – uses web part and native lists
  • 21. SharePoint Charting
    Data sources
    Other Lists (Site Collection)
    BCS/Business Data Catalog
    Excel Services
    Standard Types
    Bar, Area, Line, Bubble, Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid
    Typical use - quick visualization of SharePoint data
    Quick tip – use the wizard
  • 22. Excel Services
    Use the world’s #1 BI modeling tool
    Render data, charts, interface using native Excel components (e.g. Slicers)
    Data stored in Excel
  • 23. Excel Services
    Host a presentation layer using Excel Services
    Closely related to Excel Web Access
    Use native SharePoint Status Indicators (KPIs)
    Can also work with lists
    Render Excel 2010 functions (e.g. Slicers) without Excel 2010 on all clients
    Use when users are skilled in Excel modeling and charting and data lives in spreadsheets
    Quick tip: understand SSA’s
  • 24. PowerPivot
    “Project Gemini” – host 1-10MM row datasets
    Excel and SharePoint components
    Data doesn’t live in spreadsheet
    Released with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine
  • 25. PowerPivot
    Like Excel Web Access except underlying data can be sourced from:
    SQL, Analysis Services Cube, SSRS Report
    Power Pivot/Excel
    Data Feeds (XML, Atom, Azure, WCF OData, Dallas)
    Oracle, Teradata, Sybase, DB2
    Text files
    Excel optimized to handle data management and memory cache locally
    SharePoint builds cache and optimizes for server web access
    Use when Excel modeling skills are high but data is too large or too heterogeneous to keep in multiple Excel spreadsheets
    Quick tip: www.powerpivotgeeks.net
  • 26. Business Connectivity Services
    Read write access to external data sources in SP2010 (aka Business Data Connectivity)
    Pull data into SharePoint user interface
    Push data into external sources
  • 27. Business Connectivity Services
    Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)
    Configured through SharePoint Designer 2010
    Republish data to consuming applications (e.g. Outlook 2010)
    Use when key data lives outside SharePoint direct control – e.g. accounting systems
    Quick tip: Secure Store Service is needed
  • 28. SQL Server Reporting Services (SSRS)
    “Code free” but requires development tools
    Designed using Business Intelligence Developer Studio
    Host in SQL Server or SharePoint
  • 29. SQL Server Reporting Services (SSRS)
    Reports run and render in SSRS Engine
    Deploy reports to “native” SQL server or SharePoint integrated mode
    Reuse in SharePoint and Dashboard interface
    Export contents to Excel, Word, etc.
    Use when some reports are printed, multipage, etc.
  • 30. PerformancePoint 2010
    Dashboard Designer (browser downloadable)
    Integrates Excel Services, SSRS, and Performance Point Elements
  • 31. PerformancePoint 2010
    Sophisticated self service modeling
    Decomposition Tree
    Ideal for SSAS but also work with standard data sources (lists, SQL)
    Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards
  • 32. Next - Project Dallas
    Azure-based public data subscriptions
    Addressed through OData/XML
    Query/view download
    Samples available now at http://www.sqlazureservices.com
    TIP: Sample data sets are limited in CTP
  • 33. Summary
  • 34. Resources: Microsoft and KMA
    • From Microsoft:
    • 35. Business Intelligence: http://www.microsoft.com/bi/
    • 36. SharePoint 2010 site: http://sharepoint.microsoft.com
    • 37. SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
    • 38. BI Blog: http://blogs.msdn.com/b/bi/
    • 39. From KMA:
    • 40. Online content, blogs, articles available through www.kma-llc.net
    • 41. Monthly live seminars/webinars
    • 42. Upcoming Events:
    • 43. SPTechCon (Boston) October 2010
    • 44. SharePoint 2010 Webinar – September 22, 2010 (upgrades and “the cloud”)
    • 45. Standard Offerings
    • 46. SharePoint Health Check - 1-2 day fixed price engagement
    • 47. SharePoint 2010 Readiness 2 day fixed price engagement
    • 48. SharePoint Deployment Planning Services (SDPS)
    • 49. Information Architecture and Taxonomy Quick Start
    • 50. [Microsoft Office] Business Value Planning Services (BVPS)
  • Q&A
  • Thank you…
    Contact Details
    Email cmcnulty@kma-llc.net
    Blog http://blogs.kma-llc.net/microknowledge
    Twitter: http://twitter.com/cmcnulty2000
  • 54. Please complete the session survey
    Thank You!
  • 55. Thank You To Our Sponsors!