See Beyond the Numbers - Data Visualization and Business Intelligence in SharePoint 2010

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Presented at SharePoint Saturday Austin SPSAUSTX January 21, 2012

Presented at SharePoint Saturday Austin SPSAUSTX January 21, 2012

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  • We have offices throughout the world and have the resources to support the largest global organizations whether they be in the Americas, Europe, Middle East, Africa, or across the Asia Pacific and Japan region.
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  • Sadie Refer to other sessions!
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  • SVBPLACEHOLDER SLIDEIf needed – case study – Teekay Shipping Vessel Pool extranet – MOSS 2007 & MapPointView vessel locations and technical specificationsMonitor shipping performanceGet financial reportsAccess timely data via a usable interface
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  • I would be happy to discuss what we are trying to put together for partners/TEC.


  • 2. Thank you for being a part of the first SharePoint Saturday Austin• Please turn off all electronic devices or set them to vibrate.• If you must take a phone call, please do so in the hall so as not to disturb others.• Open wireless access is available with no password• Feel free to “tweet and blog” during the session• Thanks to our Title Sponsors:
  • 3. Chris McNulty• SharePoint Strategic Product Manager at Quest Software• 10+ years with SharePoint• 20 years consulting (led KMA SharePoint practice) and financial services technology (Santander, John Hancock/Manulife, GMO, State Street)• MBA in Investment Management from Boston College• Write and speak often on Microsoft IW technologies (blogs & books)• MCSE MCTS MSA MVTSP MCC• Hiking, cooking, playing guitar, colonial history, photography• My family: Hayley, three kids (17, 8, 5) and my dog Stan 3 ©2011 Quest Software, Inc. All rights reserved..
  • 4. Quest Market Presence Americas 60 Offices, 3 HQs EMEA APJa Sales/Mrkg 3600+ Employees R&D Support 178 Countries 100,000+ Customers All Verticals Global 200 SMB Multiple Business Lines Database, Monitoring, Data Protection, User Workspace/Virtualization, Windows (SharePoint, AD, Messaging), Identity Mgmt 5 5 ©2011 Quest Software, Inc. All rights reserved.. ©2011 Quest Software, Inc. All rights reserved. Confidential.
  • 5. 6 6 ©2011 Quest Software, Inc. All rights reserved..©2011 Quest Software, Inc. All rights reserved. Confidential.
  • 6. Governance• Follow me @cmcnulty2000 #spsaustx• Today’s slide links• Move fast, time is short! 7 ©2011 Quest Software, Inc. All rights reserved..
  • 7. 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 • Denali Alerts and PowerView• Summary / Resources / Q&A 8 ©2011 Quest Software, Inc. All rights reserved..
  • 8. 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
  • 9. The carousel paradox…
  • 10. 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 (fka Project Dallas) – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (• Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information 11 ©2011 Quest Software, Inc. All rights reserved..
  • 11. Complexity Levels of These SolutionsCost Time 12 ©2011 Quest Software, Inc. All rights reserved..
  • 12. SharePoint BI Evolution Custom Performance Solutions Point • Mapping Enabling • Dashboards • Web Parts technologies • Etc. • Analysis Services • Business Excel Connectivity Services Services • Excel Web • SQL Reporting Access Services Chart • Pivot • PowerPivot Web Part • Azure DataMarket 13 ©2011 Quest Software, Inc. All rights reserved..
  • 13. 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, Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid• Typical use - quick visualization of SharePoint data• Quick tip – use the wizard 14 14 ©2011 Quest Software, Inc. All rights reserved.. ©2011 Quest Software, Inc. All rights reserved. Confidential.
  • 14. DEMO• Chart Web Part 15 ©2011 Quest Software, Inc. All rights reserved..
  • 15. 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 16 ©2011 Quest Software, Inc. All rights reserved..
  • 16. 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 17 ©2011 Quest Software, Inc. All rights reserved..
  • 17. 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: 18 ©2011 Quest Software, Inc. All rights reserved..
  • 18. DEMO• Power Pivot 19 ©2011 Quest Software, Inc. All rights reserved..
  • 19. 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 20 needed ©2011 Quest Software, Inc. All rights reserved..
  • 20. 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. 21 ©2011 Quest Software, Inc. All rights reserved..
  • 21. 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 22 ©2011 Quest Software, Inc. All rights reserved..
  • 22. DEMO• Performance Point 23 ©2011 Quest Software, Inc. All rights reserved..
  • 23. 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 24 ©2011 Quest Software, Inc. All rights reserved..
  • 24. Mapping 25 ©2011 Quest Software, Inc. All rights reserved..
  • 25. DEMO• Mapping• Self-service SSRS Maps 26 ©2011 Quest Software, Inc. All rights reserved..
  • 26. Where is this?For a prize! 27 ©2011 Quest Software, Inc. All rights reserved..
  • 27. Self Service Alerting – User Benefits Create data alerts from within reports • Users create alerts directly on the data they see in reports • Report authors control which data is available for alerting • Supports reports created in Report Builder or BI Development Studio (BIDS) Detect important data changes • Intuitive Alert Rules (greater than, before/after) • Easy to use scheduling (weekly, daily, monthly) • Relevant data included in Alert MessageSource: - and the Federal Government cannot vouch for the data or analysesderived from these data after the data have been retrieved from 28 ©2011 Quest Software, Inc. All rights reserved..
  • 28. Self Service Alerting – IT Benefits Managed through SharePoint • Per site administration reduces IT burden • Fine grained authorization • Self-managed through SharePoint • IT Visibility & Control of user-defined alerts 29 ©2011 Quest Software, Inc. All rights reserved..
  • 29. SSRS SharePoint Integration Architecturefor SQL Server codenamed “Denali”Alert Designer SharePoint SharePoint Web Front App Server End SSRS Shared SSRS in Web Application Service ApplicationAlert Manager RS Add-in SSRS Shared Service Application SharePoint Config / Report Server Content DB Shared Service DB 30 ©2011 Quest Software, Inc. All rights reserved..
  • 30. Self-Service Alerting – How it works 31 ©2011 Quest Software, Inc. All rights reserved..
  • 31. Receiving alerts 32 ©2011 Quest Software, Inc. All rights reserved..
  • 32. 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 ©2011 Quest Software, Inc. All rights reserved..
  • 33. PowerPivot v2 for SharePointServer, Services, and Components SharePoint Farm c2wts Client WFE App Content Excel Calculation Excel Web Access SQL ServicesUser renders a Excel Calc Services Application Proxy MSOLAPworkbook TCP Excel Web Service HTTP Channel Data Sources PowerPivot Web PowerPivot Sys Svc Service Application Proxy PowerPivot System Service Analysis Services in VertiPaq Mode 34 ©2011 Quest Software, Inc. All rights reserved..
  • 34. DEMO• Self Service Alerting• Power View 35 ©2011 Quest Software, Inc. All rights reserved..
  • 35. Climb Denali – You Can Do It! (upgrade, I mean…) 36 ©2011 Quest Software, Inc. All rights reserved..
  • 36. Don’t Fall!• CTP3 <> RTM!!!! • RC0 Available Now (• Infrastructure • NOT FOR PRODUCTION!!!! • Must run SP2010 SP1 • Upgrade to PowerPivot v2 Excel • Incompatible with Project Server 2010 (for now!) SSAS Cubes• Alerts • Not intended for real-time notification • Structured Data Feeds• Power View • Requires PowerPivot v2• Always On • Not click-click-OK! 37 ©2011 Quest Software, Inc. All rights reserved..
  • 37. Engineering Business SQL ServerConnectivity Performance Excel Reporting SSRS Alerts Pivot Power View Services Point Services Services (BCS) (SSRS) SQL Analysis Office Web SQL 2008 R2 Services Apps (OWA) Reporting Services SharePoint (SSRS) Integrated Integrated Secure Store SQL Server Power Pivot PowerPivot Silverlight Service 2012 v2 (BIDS for Excel Native Services Mode) SQL 2008 R2 Secure Store Enterprise Kerberos Service [optional] 38 ©2011 Quest Software, Inc. All rights reserved..
  • 38. 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 Not an end user tool; Need to print large query 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 sophistication analyses elements 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! 39 ©2011 Quest Software, Inc. All rights reserved..
  • 39. BI Solutions in SharePoint 2010/SQL 2012 Large Datasets Self Service Visual Navigation Power View PowerPivot Pivot PerformancePoint Mapping SSRS Alerts SharePoint list KPI / Status Indicator SQL Reporting Chart Web Part Services Printing or Excel Services exporting Small Datasets 40 ©2011 Quest Software, Inc. All rights reserved..
  • 40. Resources - General• From Microsoft: • SQL 2012: editions.aspx • Business Intelligence: • SharePoint 2010 site: • SharePoint Team Blog: • BI Blog:• From Quest • • SharePoint Community 41 ©2011 Quest Software, Inc. All rights reserved..
  • 41. Resources: Mapping• Bing Developer Center & Bing Maps Customer Gallery: •• Bing Maps Blog: •• GIM International – online magazine of geomatics: • 42 ©2011 Quest Software, Inc. All rights reserved..
  • 42. •Questions•Contact Me•SharePint Saturday – Gabriel’s Cafe 43 ©2011 Quest Software, Inc. All rights reserved..
  • 43. Thank you…• Chris McNulty • Email • Blog • Twitter: @cmcnulty2000 • LinkedIn: • sharepoint-2010• Upcoming presentations • February - SPS Philadelphia, Office 365 Saturday Redmond, SPTechCon San Francisco • March - SharePoint Heartland Conference (OH), SharePoint Conference Australia, SharePoint Connections Las Vegas • April - The Experts Conference San Diego 45 ©2011 Quest Software, Inc. All rights reserved..
  • 44. Thanks to our SponsorsTHANKS TO OUR OTHER SPONSORS!