Creating Business Intelligence Solutions using SharePoint 2010<br />Ivan Sanders<br />SharePoint MVP Developer, Evangelist...
Agenda<br />Common SharePoint 2010 Issues<br />Business Intelligence (BI) Primer<br />BI Tools in SharePoint 2010<br />Exc...
Common Issues<br />SharePoint 2010 <br />Installation Configuration<br />Search Page <br />SharePoint Management<br />Othe...
Common SharePoint Issue resolution<br />demo <br />
Business Intelligence (BI) Primer<br />
What are Dashboards?<br />EmpowerYour Users<br />Visual displays of information needed to achieve one or more objectives*<...
What are Scorecards?<br />EmpowerYour Users<br />Elements of a dashboard<br />Align strategies and organizational goals<br...
Microsoft SharePoint 2010 The business collaboration platform for the enterprise and the web<br />
Excel Services & PowerPivot<br />
What is Excel Services?<br />Real-time, interactive, end-user BI reporting tool<br />Displays all or targeted elements of ...
What is PowerPivot Technology <br />“PowerPivoting” Massive Data Volumes<br />With a few mouse clicks, a user can create a...
EmpowerYour Users<br />Interactive Slicing and Dicing<br />     Excel 2010 and Excel Services<br />Interactive slicers ena...
Excel Services & PowerPivot<br />demo <br />
Visio services<br />
Visio Services Key Features<br />
Visio Services features<br />Rendering<br />Browser-agnostic<br />Full Fidelity rendering using <br />Down-level experienc...
EmpowerYour Users<br />Visio Services, At a Glance“Data-Driven Diagrams in SharePoint”<br />1 hour later…<br />Top Feature...
Diagrams viewable in the browser
Diagrams created once only
Diagrams containing data graphics are refreshable
Diagrams give data context and improve insights into the state of a system</li></ul>Data Source<br />
Visio Services<br />demo<br />
PerformancePoint Services<br />
PerformancePoint Services<br />EmpowerYour Users<br />Context-driven dashboards across systems<br />Provides transparency ...
Designing PPS Applications<br />EmpowerYour Users<br />Dashboard designer used to create content<br />ClickOnce applicatio...
Visual Data Exploration<br />Decomposition trees allow data exploration<br />New in SharePoint 2010<br />Available by righ...
PerformancePoint<br />demo <br />
ReportingServices<br />
EmpowerYour Users<br />Report Authoring and Publishing <br />Intuitive Authoring<br />Report Sharing<br />Reuse of Subcomp...
EmpowerYour Users<br />Providing Rich Visualizations <br />Rich Visualization of Geospatial Data<br />Get more value out o...
Reporting Services<br />demo <br />
Summary<br />EmpowerYour Users<br />Common Issues Codeplex<br />Business Intelligence (BI) Primer<br />BI Tools in SharePo...
Your Feedback is Important<br />Please fill out a session evaluation form.<br />Thank you!<br />Ivan Sanders<br />ivan@dim...
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SharePoint Connections Coast to Coast Business Intelligence Solutions with SharePoint 2010

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Business intelligence (BI) is a major growth area in IT, and SharePoint and Office provide a great set of BI features to build and integrate data-driven spreadsheets and applications with SharePoint 2010. This session will cover topics such as PowerPivot, PerformancePoint Services, Reporting Services, Excel Services, KPIs, and much more

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  • Purpose of the slideClarify that Microsoft SQL Server PowerPivot technology includes both an Excel add-in and server-based technology that integrates with SharePoint Server 2010. Key Points: SQL Server PowerPivot for Excel 2010 is a data analysis add-in that delivers unmatched computational power directly within Microsoft Excel SQL Server PowerPivot for Excel 2010 is available for download free of charge at www.powerpivot.com. SQL Server PowerPivot for SharePoint integrates with Excel Services on the SharePoint server to enable seamless and secure sharing and collaboration on user-generated BI solutions directly in the browserSQL Server PowerPivot for SharePoint is included in SQL Server 2008 R2Conclusion: SQL Server PowerPivot technology is the key to managed self-service BI, empowering users, enabling seamless and secure sharing and collaboration on user-generated BI solutions , and helping IT organizations increase efficiency through the PowerPivot Management Dashboard.
  • Purpose of the slidePoint out that SQL Server PowerPivot uses the standard Excel capabilities for slicing and dicing. Key Points: Use familiar PivotTable views, charts, and slicers for interactive analysisSort, filter, and scroll through millions of rows with about the same performance as a few thousand Users can work seamlessly via Web browser and enjoy the same performance and features as the Excel client.Conclusion: Interactive slicers enable users to look at the data from various directions in Excel 2010 and in the browser through PowerPivot for SharePoint and Excel Services.
  • Purpose of the slideShow SQL Server PowerPivot for Excel 2010 and SQL Server Reporting Services in action. Key Points: PowerPivot for Excel 2010 leverages familiar Excel features, such as the Office Fluent user interface, PivotTables, PivotCharts, and slicers, and new Data Analysis Expressions (DAX) in familiar Excel formula syntax.Process millions of rows in about the same time as thousands, and make the most of multi-core processors and gigabytes of memory for fastest processing of calculationsFast scrolling, filtering, sorting, and “blink of an eye” aggregation on the flySQL Server Reporting Services data feeds can encapsulate enterprise systems and shared PowerPivot workbooks can serve as data sources in new analysesColumn-based compression, the in-memory BI engine available with PowerPivot for Excel, and powerful DAX expressions can cover even the most demanding and advanced data analysis needsUsers can consolidate meaningful information from a multitude of sources, including relational databases, multidimensional sources, cloud services, data feeds, Excel files, text files, and data from the WebConclusion: With PowerPivot for Excel 2010, users hit the ground running because they already know the Excel features, can use virtually unlimited data sources, and new DAX expressions in familiar Excel formula syntax.
  • Purpose of the slideElaborate on the capabilities provided through Reporting Services and Report Builder 3.0. Key Points: Report Builder 3.0 accelerates report creation by leveraging existing content objects, such as Queries, Tables, Charts, Maps, Gauges, Logos It’s easy to share reports in a SharePoint-based environmentReport Builder 3.0 supports publishing and reuse of subcomponents to accelerate development, lower costs, and helps to keep reports up to date by automatically synchronizing updates with published content objectsReports can as data sources for desktop analyticsConclusion: Reporting Services and Report Builder 3.0 are essential tools to deliver meaningful reports to business users. It is also an important self-service BI tool for business users to easily create and publish predefined queries, reports and charts independently of IT.
  • Purpose of the slideHighlight the new support of geospatial visualization in Report Builder 3.0. Key Points: Support for geospatial visualization includes mapping, routing, and custom shapes Users can also enhance location-based data reports with Bing Maps Conclusion: Rich visualization enables organizations to get more value out of BI by “mashing up” business information with geographic representationElaborate on the capabilities provided through Reporting Services and Report Builder 3.0. Key Points: Report Builder 3.0 accelerates report creation by leveraging existing content objects, such as Queries, Tables, Charts, Maps, Gauges, Logos It’s easy to share reports in a SharePoint-based environmentReport Builder 3.0 supports publishing and reuse of subcomponents to accelerate development, lower costs, and helps to keep reports up to date by automatically synchronizing updates with published content objectsReports can as data sources for desktop analyticsConclusion: Reporting Services and Report Builder 3.0 are essential tools to deliver meaningful reports to business users. It is also an .
  • Purpose of the slideShow how the tools included in SQL Server 2008 R2 help IT departments increase operational efficiency. Key Points: Ensures data consistency across systems and enable organizations to establish a Master Data Hub to define, deploy and manage master data centrallySupports business rules and management domains in a central stewardship portal Facilitates centralization of BI and data management to ensure high availability, scalability, and reliability for mission-critical applicationsPowerPivot Management Dashboard is the tool to monitor and manage shared applications, track usage patterns over time, drill down to reveal hidden details, discover solutions that have become mission-critical, and provision appropriate server resourcesReporting Services and Report Builder 3.0 provide the means to encapsulate mission-critical enterprise data sources for ad-hoc analysisConclusion: SQL Server 2008 R2 boosts the efficiency of the IT department by driving direct stewardship to ensure data quality, centralizing BI and data management, and encapsulating enterprise data sources.
  • SharePoint Connections Coast to Coast Business Intelligence Solutions with SharePoint 2010

    1. 1. Creating Business Intelligence Solutions using SharePoint 2010<br />Ivan Sanders<br />SharePoint MVP Developer, EvangelistDimension Solutions<br />ivan@dimension-si.com<br />
    2. 2. Agenda<br />Common SharePoint 2010 Issues<br />Business Intelligence (BI) Primer<br />BI Tools in SharePoint 2010<br />Excel Services<br />Visio Services<br />PerformancePoint Services<br />Reporting Services<br />Putting it all Together<br />QA<br />
    3. 3. Common Issues<br />SharePoint 2010 <br />Installation Configuration<br />Search Page <br />SharePoint Management<br />Other Stuff you get for free<br />
    4. 4. Common SharePoint Issue resolution<br />demo <br />
    5. 5. Business Intelligence (BI) Primer<br />
    6. 6. What are Dashboards?<br />EmpowerYour Users<br />Visual displays of information needed to achieve one or more objectives*<br />Single-Screen display of information<br />Should answer fundamental questions<br />Alert the user to issues or problems<br />Operational, Performance, Personal<br />
    7. 7. What are Scorecards?<br />EmpowerYour Users<br />Elements of a dashboard<br />Align strategies and organizational goals<br />Measure and manage Key Performance Indicators (KPI)<br />Modeled after the business, not the data<br />
    8. 8. Microsoft SharePoint 2010 The business collaboration platform for the enterprise and the web<br />
    9. 9. Excel Services & PowerPivot<br />
    10. 10. What is Excel Services?<br />Real-time, interactive, end-user BI reporting tool<br />Displays all or targeted elements of Excel workbooks through the browser<br />Extends Excel capabilities such as external data connectivity and Excel based modeling to the browser<br />Application Development platform for building data-centric applications<br />Automate workbooks via Web Services API<br />Provide highly interactive application <br />Easily distribute Excel content via REST <br />
    11. 11. What is PowerPivot Technology <br />“PowerPivoting” Massive Data Volumes<br />With a few mouse clicks, a user can create and publish intuitive and interactive self-service analysis solutions.<br />PowerPivot for Excel<br />PowerPivot for SharePoint<br />
    12. 12. EmpowerYour Users<br />Interactive Slicing and Dicing<br /> Excel 2010 and Excel Services<br />Interactive slicers enable users to look at the data from various directions in Excel 2010 and in the browser through PowerPivot for SharePoint and Excel Services.<br />
    13. 13. Excel Services & PowerPivot<br />demo <br />
    14. 14. Visio services<br />
    15. 15. Visio Services Key Features<br />
    16. 16. Visio Services features<br />Rendering<br />Browser-agnostic<br />Full Fidelity rendering using <br />Down-level experience in PNG<br />Visual Refresh of Data Diagrams<br />Refresh data connected diagrams to:<br />Supports Kerberos, SSO & Unattended Auth.<br />Automatic refresh<br />OLEDB<br />ODBC<br />SP Lists<br />SQL<br />Excel<br />
    17. 17. EmpowerYour Users<br />Visio Services, At a Glance“Data-Driven Diagrams in SharePoint”<br />1 hour later…<br />Top Features:<br /><ul><li>Diagrams all live in SharePoint
    18. 18. Diagrams viewable in the browser
    19. 19. Diagrams created once only
    20. 20. Diagrams containing data graphics are refreshable
    21. 21. Diagrams give data context and improve insights into the state of a system</li></ul>Data Source<br />
    22. 22. Visio Services<br />demo<br />
    23. 23. PerformancePoint Services<br />
    24. 24. PerformancePoint Services<br />EmpowerYour Users<br />Context-driven dashboards across systems<br />Provides transparency and accountability<br />Interactive access using browser<br />Can be created/updated by power-users/professionals<br />
    25. 25. Designing PPS Applications<br />EmpowerYour Users<br />Dashboard designer used to create content<br />ClickOnce application launched from browser<br />Manages content directly in SharePoint<br />Lists for content, data sources, dashboards<br />
    26. 26. Visual Data Exploration<br />Decomposition trees allow data exploration<br />New in SharePoint 2010<br />Available by right clicking data in browser<br />Analyze -> Decomposition Tree<br />Allows filteringexpanding across dimensions<br />Allows faster and more relevant visualization of data<br />
    27. 27. PerformancePoint<br />demo <br />
    28. 28. ReportingServices<br />
    29. 29. EmpowerYour Users<br />Report Authoring and Publishing <br />Intuitive Authoring<br />Report Sharing<br />Reuse of Subcomponents<br />Accelerate report creation by leveraging existing content objects, such as Queries, Tables, Charts, Maps, Gauges, Logos Significantly decrease report creation time Increase end user adoption Seamless Publishing via SharePoint<br />Easily publish predefined queries, reports and charts independently of IT Sync updates with published content objectsTake advantage of SharePoint-integrated mode<br />Reuse predefined queries, data and report subcomponentsUse reports as data sources for desktop analytics<br />
    30. 30. EmpowerYour Users<br />Providing Rich Visualizations <br />Rich Visualization of Geospatial Data<br />Get more value out of BI by “mashing up” business information with geographic representation.<br />Geospatial visualizations<br />in Report Builder 3.0:<br />Mapping, Routing, Custom Shapes, …<br />Support for SQL Spatial<br />Integration with Bing Maps<br />
    31. 31. Reporting Services<br />demo <br />
    32. 32. Summary<br />EmpowerYour Users<br />Common Issues Codeplex<br />Business Intelligence (BI) Primer<br />BI Tools in SharePoint 2010<br />Excel Services<br />PowerPOivot<br />Visio Services<br />PerformancePoint Services<br />Reporting Services<br />Putting it all Together with Dashboards<br />
    33. 33.
    34. 34. Your Feedback is Important<br />Please fill out a session evaluation form.<br />Thank you!<br />Ivan Sanders<br />ivan@dimension-si.com<br />http://twitter.com/iasanders<br />http://www.linkedin.com/in/iasanders<br />
    35. 35. Who can you trust??<br />Maurice Prather http://www.bluedoglimited.com/default.aspx<br />Andrew Connell http://www.andrewconnell.com/blog<br />Spence Harbarhttp://www.harbar.net<br />Heather Solomon http://www.heathersolomon.com/blog<br />Todd Klindthttp://www.toddklindt.com/default.aspx<br />Todd Baginskihttp://www.toddbaginski.com/blog<br />Todd Bleekerhttp://bit.ly/edlSm5Jan Tielenshttp://weblogs.asp.net/jan<br />Patrick Tisseghemhttp://www.u2u.info/Blogs/Patrick/default.aspx<br />WictorWilenhttp://www.wictorwilen.se<br />Ted Patissonhttp://blog.tedpattison.net/default.aspx<br />Lars Fastruphttp://www.fastrup.net<br />CarstenKeutmannhttp://keutmann.blogspot.com<br />Keith Richie http://blog.krichie.com<br />Bill Baer http://blogs.technet.com/b/wbaer<br />SahilMalikhttp://blah.winsmarts.com<br />BilSimserhttp://weblogs.asp.net/bsimser<br />
    36. 36. Codeplex – with Source Code<br />http://cksdev.codeplex.com<br />http://startermasterpages.codeplex.com<br />http://spm.codeplex.com<br />http://autospinstaller.codeplex.com<br />http://spsf.codeplex.com<br />http://slk.codeplex.com<br />http://smarttools.codeplex.com<br />http://spviewpermission.codeplex.com<br />http://bidshelper.codeplex.com<br />http://almspecialisttoolkit.codeplex.com<br />
    37. 37. SharePoint 2010 Guidance<br />
    38. 38. CKS DEV VSIX Extensions<br />20<br />
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