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Boston Area SharePoint User Group BI Data Visualization


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  • About meRegional focusDistilled information worker platforms MSFT (SharePoint, BI, EPM)Collaboration – Portals, Insight Search BIProductivity forms, office custom, mekko
  • Keep?
  • Show of hands!
  • Refer to other sessions!
  • SVB
  • CM
  • CM
  • CM
  • SVB – Created by Microsoft Live Labs
  • Medical imaging, people, products
  • CM
  • CM
  • CM
  • CM
  • SVB
  • 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
  • Silverlight 4 application that uses a RESTful call to the Yahoo mapping API. Under the covers is using LINQ to post to a Telerik map control. The Telerik control can link to mapping services like Bing or OpenStreets. Uses zip code and country fields from our data to get the longitude & latitude.
  • Transcript

    • 1. See Beyond the Numbers:Data Visualization in SharePoint 2010
      Boston Area SharePoint User Group
      March 2011Chris McNulty, Sadie Van Buren
    • 2. Chris McNulty
      • Working with SharePoint technologies since 2000/2001
      • 3. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
      • 4. Write and speak often on Microsoft information worker technologies (book out this month!)
      • 5. Microsoft MCSE/MCTS/MSA/MVTS
      • 6. BC MBA in Investment Management
      • 7. Hiking, cooking, playing guitar, colonial history, photography
      • 8. My family: Hayley, three kids (15, 6, 3) and my dog Stan
      SharePoint Practice Lead, KMA
    • 9. Sadie Van Buren
      • Project Manager and Business Analyst focusing on SharePoint
      • 10. Working with SharePoint since beta 2003 version
      • 11. Over 40 SharePoint implementations
      • 12. Microsoft Certified Technology Specialist
      Consulting Manager, Burntsand
    • 13. Full-service IT consulting firm established in 1995
      30 employees: Partner, PM, Analyst, Developer, QA
      Industry expertise and focus: Professional Services, Life Sciences & Financial Services
      Microsoft technology focus:
      • Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004
      • 14. Working with SharePoint technologies since 2001
      • 15. Specialties in
      • 16. Collaboration: Portals, Communities and Content Management
      • 17. Insight: Enterprise Search and Business Intelligence
      • 18. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)
      • 19. Leading systems integration firm founded in January 1996
      • 20. More than 350 blue chip clients
      • 21. Subsidiary of Open Text with local office in Waltham
      • 22. Publicly traded on Toronto Stock Exchange (OTEX)
      • 23. Microsoft Gold Certified partner with six competencies
      • 24. Have delivered solutions built on the SharePoint and .NET platforms since their inception in 2001
      • 25. Additional partnerships with Oracle, EMC Documentum, SAP, and BMC Software
    • 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
      Question and Answer Period
      Contact Information
    • 26. Microsoft SharePoint Server 2010 … the bright frontier
      Eastern Long Island, July 4, 2010
    • 27. 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
    • 28. The carousel paradox…
    • 29. 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
    • 30. Complexity Levels of These Solutions
    • 31. SharePoint BI Evolution
    • 32. 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
    • 33. DEMO – Chart Web Part
    • 34. Excel Services
      Use the world’s #1 BI modeling 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
    • 35. 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
    • 36. 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:
    • 37. DEMO - PowerPivot
    • 38. Pivot
      “Interact with massive amounts of data in ways that are powerful, informative, and fun”
      Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web
      Create a “collection”- underlying schema is CXML or Collection XML.
      View in SharePoint via Silverlight viewer
      Complexity: Excel tool available
    • 39. DEMO - Pivot
    • 40. 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
      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
    • 41. SQL Server Reporting Services (SSRS)
      “Code free” but requires development tools (Business Intelligence Developer Studio)
      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.
    • 42. Windows Azure DataMarket
      Formerly 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
    • 43. PerformancePoint 2010
      Dashboard Designer (browser downloadable)
      Integrates Excel Services, SSRS, and Performance Point Elements
    • 44. 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
      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
    • 45. DEMO – PerformancePoint
    • 46. 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
    • 47. Mapping
    • 48. DEMO - Mapping
    • 49. Summary
    • 50. 2010 BI Solutions in SharePoint
      Large Datasets
      Visual Navigation
      SharePoint list
      KPI / Status Indicator
      SQL Reporting
      Chart Web Part
      Excel Services
      Printing or
      Small Datasets
    • 51. Resources - General
      • From Microsoft:
      • 52. Business Intelligence:
      • 53. SharePoint 2010 site:
      • 54. SharePoint Team Blog:
      • 55. BI Blog:
    • Resources: Mapping
      Bing Developer Center & Bing Maps Customer Gallery:
      Bing Maps Blog:
      GIM International – online magazine of geomatics:
    • 56. Resources: Pivot
      Microsoft Live Labs Pivot site
      Viewer control for Silverlight:
      Pivot Collection Gallery:
    • 57.
    • Thank you…
      Contact Chris:
      Contact Sadie: