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A Simpleton's Guide to Business Intelligence in SharePoint 2010


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

    • 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. (
    • 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:
    • 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
      TIP: Sample data sets are limited in CTP
    • 33. Summary
    • 34. Resources: Microsoft and KMA
      • From Microsoft:
      • 35. Business Intelligence:
      • 36. SharePoint 2010 site:
      • 37. SharePoint Team Blog:
      • 38. BI Blog:
      • 39. From KMA:
      • 40. Online content, blogs, articles available through
      • 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
    • 54. Please complete the session survey
      Thank You!
    • 55. Thank You To Our Sponsors!