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Leveraging Microsoft BI Toolset to Monitor Performance

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There are many different pieces in the Microsoft BI toolset. In this session, we will take a look at all of the different pieces and utilize each of them to create a unified dashboard, where each …

There are many different pieces in the Microsoft BI toolset. In this session, we will take a look at all of the different pieces and utilize each of them to create a unified dashboard, where each component is being leveraged. The tools that will be utilized during this session will include SQL Server 2008, SSRS 2008, SSAS 2008, Excel 2007, Excel Services, PPS 2007, Dashboard Designer, SharePoint Server 2007 and possibly more. Goals - (1) Understanding all of the Microsoft BI components (2) Learn how all of the Microsoft components can work together (3) Provide insight and tips/tricks on leveraging the Microsoft tools


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  • 1. Leveraging the Microsoft BI Toolset to Monitor Performance Dan English Business Intelligence Consultant Superior Consulting Services, LLC denglish@teamscs.com
  • 2. Speaker Background • Developing with Microsoft technologies for over 12 years • Over 5 years experience with Data Warehousing and Business Intelligence • Architect and develop dashboard solutions for enterprise reporting and monitoring • Experienced in ETL and Analysis Services development, requirements gathering, and data modeling • Microsoft SQL Server MVP, Microsoft Certified IT Professional (MCITP), and Microsoft Certified Technology Specialist (MCTS) • PASSMN 2009/2010 – Executive Board Chair (President) • Twitter – http://twitter.com/denglishbi • Vimeo Videos - http://vimeo.com/user3952239/videos Dan English http://denglishbi.wordpress.com
  • 3. SCS Background • Founded in 1997, SCS is a technical consulting firm focused exclusively on Microsoft technologies to provide custom solutions • Headquartered in Burnsville, MN • Microsoft Gold Certified Partner • Provide solutions in the areas of Business Intelligence, Reporting, Application Development, Networking, SharePoint, and Special Projects • Our Methodology: "The Superior Way"
  • 4. Session Outline • Microsoft Business Intelligence Overview • Where to Start? • Understanding the Options • Demos • What’s new? • Questions
  • 5. Quick Audience Poll  How many SQL/BI Developers? SharePoint Developers? Business Users?  How many are using Excel, Access, or Reporting Services for information delivery?  How many are currently using dashboards or portals?  How about PerformancePoint?
  • 6. Microsoft’s BI Vision Complete and integrated BI and Performance Management offering Agile products that adapt to how you need the information Built on a trusted part of your IT backbone Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions
  • 7. Microsoft Business Intelligence Overview Business User Experience •Analysis Services •Reporting Services •Integration Services •Master Data Services •Data Mining •Data Warehousing •Dashboards & Scorecards •Excel Services •Web based forms & workflow •Collaboration •Search •Content Management •LOB data integration •Self-Service access & insight •Data exploration & analysis •Predictive analysis •Data visualization •Contextual visualization Business Collaboration Platform Data Infrastructure & BI Platform
  • 8. Are you confused yet?
  • 9. Do you want this?
  • 10. Microsoft BI Delivery Components Reporting Services •Operational •Master / Detail •Comparative •Performance •Ad-hoc (Report Builder) •Dashboards Excel •End-user client •Tabular •Ad-hoc analysis •Charts •Macros / VBA / VSTA PerformancePoint •KPIs / Scorecards •Analytical Reports •Filtering •Dashboards •Interactive •SharePoint Enterprise
  • 11. Reporting Services and Excel Reach more desktops Access to SSAS cubes directly through Excel Predictive analysis through Excel Report rendering directly in Word and Excel Extend SharePoint with rich reporting Combine collaboration and workflow capabilities with managed reporting Centralized publishing, viewing, management, and delivery of reports through SharePoint Accelerate performance management Access to thin analytical client for rich data exploration Closed loop analysis tied to performance monitoring and planning
  • 12. Report Builder Intuitive, Office-optimized authoring environment for Business users New enhanced version of Report Builder Extended reach of Reporting Services Intuitive design interface Combine business users friendly semantic layer with support for direct SQL access Ability to customize reports regardless of initial design location Seamless modification of data fields and chart types Support for: Relational and multidimensional data Multiple data sources Multiple regions
  • 13. REPORTING SERVICES AND EXCEL Demo
  • 14. Reporting Services Demo Screenshots
  • 15. Excel Demo Screenshot
  • 16. PerformancePoint Server Monitor What happened? What is happening? Analyze Why did it happen? Plan What will happen? What do I want to happen? Strategy
  • 17. PerformancePoint Highlights • Dashboards − Dashboard Designer − Filters • New Report Types − Thin, Interactive OLAP Charts − Thin, Interactive OLAP Grids − Strategy Maps − Excel Services • New Scorecard Capabilities − Import Analysis Services KPIs − Export to Excel from Dashboards • New Data Sources − Excel 2007 − Excel Services − SharePoint lists • Enhanced User Experience − Bulk Editing − Analytic View Designer − Time Intelligence • Extensibility
  • 18. PerformancePoint Analytical Charts Key Capabilities • Drill Up/Down • Drill Down To (Cross Drill) • Expand/Collapse • Pivot • Smart sizing • Show Details (Drill to Detail) • Tooltips for data points • Show chart data in a grid • Export to Excel or PowerPoint • Show in New Window • AJAX technology
  • 19. Dashboard Designer Key Capabilities • Add multiple item types • Scorecards • Charts • Grids • Strategy Maps • Other Reports • Drag and drop items to canvas • Coordinate views with filters • Use flexible zone layouts • Deploy to SharePoint
  • 20. PERFORMANCEPOINT Demo
  • 21. Dashboard Designer Demo Screenshot
  • 22. SharePoint Dashboard Screenshot
  • 23. 2010 New BI Items • Reporting Services 2008 R2 Enhancements – New Visualizations – map, sparkline, indicator, data bar – Report Parts – Shared Datasets – Report Builder 3.0 • Excel 2010 – New Visualizations – sparkline, slicer • PerformancePoint Services 2010 – Fully embedded in SharePoint 2010 – Decomposition Tree • PowerPivot for Excel & SharePoint 2010
  • 24. 2010 New BI Screenshots
  • 25. Self-service analysis delivered thru Excel 2010 Work with massive amounts of data
  • 26. PowerPivot Monitoring Central Administration • Server Health • Avg Instance CPU • Avg Instance Memory • Query Response Time • Activity • Performance • Historical Utilization • Users vs Queries • Usage monitoring • # of Users • # of Queries • Size of workbook
  • 27. Resources • Microsoft BI Site • http://www.microsoft.com/bi/ • PerformancePoint Server 2007 training courses • http://office.microsoft.com/en-us/training/HA103523901033.aspx • Up to Speed with PerformancePoint Dashboard Designer • http://office2010.microsoft.com/en-us/dashboard-designer-help/up-to-speed-with-performancepoint-dashboard- designer-HA101818158.aspx • PerformancePoint Team Blog • http://blogs.msdn.com/performancepoint/default.aspx • Channel9 MSDN BI Screencasts • http://channel9.msdn.com/Showforum.aspx?forumid=38&tagid=277 • SQL Server Best Practices • http://msdn.microsoft.com/en-us/sqlserver/bb671432.aspx • Microsoft Virtual Labs (TechNet and MSDN) • http://www.microsoft.com/events/vlabs/default.mspx
  • 28. QUESTIONS
  • 29. THANK YOU! INFO@TEAMSCS.COM