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SVB – Created by Microsoft Live Labs
Medical imaging, people, products
SVBSolution by Susan Hernandez, which clusters tens of thousands of data points to deliver an overall health indicator. See her full blog post: http://suehernandez.wordpress.com/2011/01/12/sharepoint-google-geospacial-dashboard-solution-lessons-learned/
See Beyond the Numbers:Data Visualization in SharePoint 2010SPTechCon San FranciscoFebruary 2012Chris McNulty / Sadalit Van Buren
What’s in it for you?• Get an overview of the BI solutions related to SharePoint – and when they’re best used for which purpose• See what’s available now - and what’s coming in 2012
Logistics• In Session – Questions welcome! – If you’re tweeting / live blogging, please include: • @cmcnulty2000 • @sadalit – Slide deck is available at:• Post-Session – Please fill out your evaluation 3
Sadie Van Buren • Working with SharePoint since beta 2003 version (IA, BA, PM, Middle-tier developer) • SP Consultant since 2006 • 50+ SharePoint implementations • Microsoft Certified IT ProContent Architect, BlueMetal Architects 8
• Founded by ex-Microsoft product and technology executives• Helping clients architect, build, and deploy software solutions in these areas: – Application Modernization – Cloud Platforms – Information Management (SharePoint!) – User Experience and Mobility• Deep and broad expertise in Microsoft and related technologies.• 30+ employees with over 125 years of previous experience working directly for Microsoft.• Locations: Boston, NYC 10
Agenda• Goals, Terms & Surrounding Technology• Complexity Levels of These Solutions• Technology Overview and Demos – Simple List and Chart – Excel Services & Power Pivot – BCS & SQL Server Reporting Services (SSRS) – Performance Point 2010 – Mapping – SQL 2012• Summary / Resources / Q&A
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
Terms• BCS – Business Connectivity Services• SSRS – SQL Server Reporting Services• Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services• Windows Azure DataMarket (f.k.a. Project Dallas) – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)• Denali – codename for SQL Server 2012• Crescent – codename for self-service PowerPivot business intelligence, a.k.a. Power View
Complexity Levels of These Solutions Cost Time
SharePoint BI Complexity Custom Performance Solutions Point • Mapping Enabling • Dashboards • Web Parts technologies • Analysis • Etc. • Business Services Excel Connectivity Services Services • Excel Web • SQL Reporting Access Services Chart • PowerPivot • Pivot Web Part • Azure DataMarket
SharePoint/SQL 2012 BI PowerPivot • Power View SSRS Self-Service • Alerts Custom • Data Feeds Performance Solutions Point • Mapping Enabling • Dashboards • Web Parts technologies • Analysis • Etc. • Business Services Excel Connectivity Services Services • Excel Web • SQL Reporting Chart Access Services • PowerPivot • Pivot Web • Azure Part DataMarket
SharePoint Charting• Native to SharePoint (Web Part)• Code-free solution – uses web part and native lists• Data sources – Other Lists (Site Collection) – BCS/Business Data Catalog – Excel Services• Standard Types – Bar, Area, Line, Bubble, Fin ancial, Pie, Radar, Polar, Ga ntt, Range, Error Bar, Box Plot, Funnel, Pyramid• Typical use - quick visualization of SharePoint data• Quick tip – use the wizard
Charting – Limitations and Options• KPI Web Part• Custom Chart Web Part
Excel Services• World’s #1 BI tool• Render data, charts, interface using native Excel components (e.g. Slicers) without Excel 2010 on all clients• Data stored in Excel; SharePoint hosts a presentation layer using Excel Services• Native SharePoint Status Indicators (KPIs) – Can also work with lists• Use when users are skilled in Excel modeling and charting and data lives in spreadsheets
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
PowerPivot• Like Excel Web Access except underlying data can be sourced from: – SQL, Analysis Services Cube, SSRS Report – Access – Power Pivot/Excel – Data Feeds (XML, Atom, Azure, WCF OData, Dallas) – Oracle, Teradata, Sybase, DB2 – ODBC – 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
SQL Server 2012 Power View Highly Visual Design Experience • Interactive, web-based authoring and sharing of information • Familiar Microsoft Office design patterns • Powerful data layout with banding, callout and small multiples visualizations Rich metadata-driven interactivity• Fully integrated with PowerPivot• Drive greater insight through smart and powerful querying• Zero configuration highlighting and filtering• Animated trending and comparisons Presentation-ready at all times • Interactive Presentation turns pervasive information into persuasive information • Deliver and collaborate through SharePoint • Full screen presentation mode for interactive boardroom session
Business Connectivity Services• Read write access to external data sources in SP2010 (aka Business Data Connectivity)• Pull data into SharePoint• Push data into external sources• Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)• Configured in 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
SQL Server Reporting Services (SSRS)• “Code free” integrated solution (with SQL 2008 R2) – (can also use Business Intelligence Developer Studio)• SharePoint integrated mode preferred• Export contents to Excel, Word, etc.• Reuse in SharePoint and Performance Point Dashboards• Use when some reports are printed, multipage, etc.
PerformancePoint 2010• Dashboard Designer (browser downloadable)• Integrates Excel Services, SSRS, and Performance Point Elements• Sophisticated self service modeling via 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• Use when data structures are stable and modeling skills are at least moderate (dimensions, facts)• Quick tip: don’t fear SSAS! If you have Project Server you already have cubes
Mapping• IDC reports that nearly 80% of business data has a location component• Make business tools as engaging as what’s on the web• Use cases: – Customer base / trade areas – Routing and shipping – Targeted marketing – Supply chain & disruption resolution• Custom Web Part or Self Service SSRS
SummaryTechnology Pros Cons Sample Use CaseSharePoint Lists and Simple code free solutions Simple data aggregations Users understand how toCharts chart their own dataExcel Services User familiarity Limited to Excel data Users love Excel charts! sourcesPowerPivot Large datasets Requires some Excel 2010 Data is too big for ExcelSQL Reporting Services Commonly used SQL query Not an end user tool; Need to print large techniques entry level development multipage reports; export skills to ExcelPerformance Point and Rich scorecard and Requires more On screen dataAnalysis Services reporting environments, development exploration of prebuilt aggregates other elements sophistication analyses like SSRSPivot Large datasets, can be Image collection time- Each data item has visual built by Excel plugin for consuming to component the power user or by build/standardize developerMapping Varying solution levels, Potential licensing Each data item has user familiarity complexity location componentCustom solutions More complex solution More effort Mapping!
2010 BI Solutions in SharePoint Dynamic (online) Pivot Mapping Chart Web Part Denali PowerPivotVisualization SharePoint list KPI / Status Indicator PerformancePoint Small Large PowerView Excel Services Excel Services (Standalone) (Connected to SQL Reporting Services Analysis Services) Access Services Static (print / export) Dataset Size Copyright 2011 - Sadalit Van Buren