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
  • TO BE UPDATED
  • Keep?
  • Show of hands!
  • Refer to other sessions!
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  • SVB – Created by Microsoft Live Labs
  • Medical imaging, people, products
  • CM
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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
  • 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.

Boston Area SharePoint User Group BI Data Visualization Boston Area SharePoint User Group BI Data Visualization Presentation Transcript

  • See Beyond the Numbers:Data Visualization in SharePoint 2010
    Boston Area SharePoint User Group
    March 2011Chris McNulty, Sadie Van Buren
  • Chris McNulty
    • Working with SharePoint technologies since 2000/2001
    • 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
    • Write and speak often on Microsoft information worker technologies (book out this month!)
    • Microsoft MCSE/MCTS/MSA/MVTS
    • BC MBA in Investment Management
    • Hiking, cooking, playing guitar, colonial history, photography
    • My family: Hayley, three kids (15, 6, 3) and my dog Stan
    SharePoint Practice Lead, KMA
  • Sadie Van Buren
    • Project Manager and Business Analyst focusing on SharePoint
    • Working with SharePoint since beta 2003 version
    • Over 40 SharePoint implementations
    • Microsoft Certified Technology Specialist
    Consulting Manager, Burntsand
  • 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
    • Working with SharePoint technologies since 2001
    • Specialties in
    • Collaboration: Portals, Communities and Content Management
    • Insight: Enterprise Search and Business Intelligence
    • Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)
    • Leading systems integration firm founded in January 1996
    • More than 350 blue chip clients
    • Subsidiary of Open Text with local office in Waltham
    • Publicly traded on Toronto Stock Exchange (OTEX)
    • Microsoft Gold Certified partner with six competencies
    • Have delivered solutions built on the SharePoint and .NET platforms since their inception in 2001
    • 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
    Pivot
    BCS & SQL Server Reporting Services (SSRS)
    Performance Point 2010
    Mapping
    Summary
    Resources
    Question and Answer Period
    Contact Information
  • Microsoft SharePoint Server 2010 … the bright frontier
    Eastern Long Island, July 4, 2010
  • 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
  • The carousel paradox…
  • 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. (http://www.sqlazureservices.com)
    Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information
  • Complexity Levels of These Solutions
    Cost
    Time
  • SharePoint BI Evolution
  • 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
  • DEMO – Chart Web Part
  • 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
  • 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
  • DEMO - PowerPivot
  • 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
    Tip: http://getpivot.com
  • DEMO - Pivot
  • 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
  • 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.
  • Windows Azure DataMarket
    Formerly Project Dallas
    Azure-based public data subscriptions
    Addressed through OData/XML
    Query/view download
    Samples available now at http://www.sqlazureservices.com
    TIP: Sample data sets are limited in CTP
  • PerformancePoint 2010
    Dashboard Designer (browser downloadable)
    Integrates Excel Services, SSRS, and Performance Point Elements
  • 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
  • DEMO – PerformancePoint
  • 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
  • Mapping
  • DEMO - Mapping
  • Summary
  • 2010 BI Solutions in SharePoint
    Large Datasets
    Visual Navigation
    Pivot
    PowerPivot
    PerformancePoint
    Mapping
    SharePoint list
    KPI / Status Indicator
    SQL Reporting
    Services
    Chart Web Part
    Excel Services
    Printing or
    exporting
    Small Datasets
  • Resources - General
    • From Microsoft:
    • Business Intelligence: http://www.microsoft.com/bi/
    • SharePoint 2010 site: http://sharepoint.microsoft.com
    • SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
    • BI Blog: http://blogs.msdn.com/b/bi/
  • Resources: Mapping
    Bing Developer Center & Bing Maps Customer Gallery:
    http://www.microsoft.com/maps/developers/
    Bing Maps Blog:
    http://www.bing.com/community/blogs/maps/
    GIM International – online magazine of geomatics:
    http://www.gim-international.com/index.php
  • Resources: Pivot
    Microsoft Live Labs Pivot site
    http://www.microsoft.com/silverlight/pivotviewer/
    Viewer control for Silverlight:
    http://www.silverlight.net/learn/pivotviewer/
    Pivot Collection Gallery: http://www.getpivot.com/collections/
    • Questions?
    • Contact Us
    • Prizes!
  • Thank you…
    Contact Chris:
    Email
    cmcnulty@kma-llc.net
    Blog
    http://blogs.kma-llc.net/microknowledge
    Twitter
    http://twitter.com/cmcnulty2000
    LinkedIn
    http://www.linkedin.com/in/cmcnulty
    Contact Sadie:
    Email
    svanburen@burntsand.com
    Blog
    http://amatterofdegree.typepad.com/a_matter_of_degree/
    Twitter http://twitter.com/sadalit
    LinkedIn http://www.linkedin.com/in/sadalit