A Simpleton’s Guide to Business Intelligence in SharePoint 2010<br />Chris McNulty<br />KMA<br />
A Simpleton’s Guide to Business Intelligence in SharePoint 2010<br />SharePoint Saturday East BaySeptember 2011Chris McNul...
About Me<br />Working with SharePoint technologies since 2000/2001<br />20 years consulting and financial services technol...
About KMA<br /><ul><li>Full-service IT consulting firm established in 1995
28 employees:  Partner, PM, Analyst, Developer, QA
Industry expertise and focus:  Professional Services, Life Sciences & Financial Services
Microsoft technology focus:
Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004
Working with SharePoint technologies since 2001
Specialties in
Collaboration: Portals, Communities and Content Management
Insight: Enterprise Search and Business Intelligence
Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)</li></li></ul><li>Agenda<br />Goals, Terms & Sur...
Microsoft SharePoint Server 2010 … the bright frontier<br />
Microsoft SharePoint Server 2010 … the bright frontier<br />Eastern Long Island, July 4, 2010<br />
Goals for BI Design<br />Answering the known questions about our business<br />Allowing users to self-discover patterns an...
Terms<br />SSRS – SQL Server Reporting Services<br />Cube – a prebuilt matrix of data aggregations, hosted in SQL Server A...
Surrounding Technologies<br />Analysis Services (Cubes)<br />SQL Server Integration Services (DTS)<br />AS-based Dashboard...
SharePoint BI Evolution<br />
SharePoint Charting<br />Native to SharePoint (Web Part)<br />Code-free solution – uses web part and native lists<br />
SharePoint Charting<br />Data sources<br />Other Lists (Site Collection)<br />BCS/Business Data Catalog<br />Excel Service...
Excel Services<br />Use the world’s #1 BI modeling tool<br />Render data, charts, interface using native Excel components ...
Excel Services<br />Host a presentation layer using Excel Services<br />Closely related to Excel Web Access<br />Use nativ...
PowerPivot<br />“Project Gemini” – host 1-10MM row datasets<br />Excel and SharePoint components<br />Data doesn’t live in...
PowerPivot<br />Like Excel Web Access except underlying data can be sourced from:<br />SQL, Analysis Services Cube, SSRS R...
Business Connectivity Services<br />Read write access to external data sources in SP2010 (aka Business Data Connectivity)<...
Business Connectivity Services<br />Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)...
SQL Server Reporting Services (SSRS)<br />“Code free” but requires development tools<br />Designed using Business Intellig...
SQL Server Reporting Services (SSRS)<br />Reports run and render in SSRS Engine<br />Deploy reports to “native” SQL server...
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  • About meRegional focusDistilled information worker platforms MSFT (SharePoint, BI, EPM)Collaboration – Portals, Insight Search BIProductivity forms, office custom, mekko
  • A Simpleton's Guide to Business Intelligence in SharePoint 2010

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