Business Intelligence in SharePoint 2010

SharePoint On Premise or In the Cloud?
A Simpleton’s Guide to Business Intelligence in SharePoint 2010KMA Insights Webinar SeriesJuly 28, 2010

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ABOUT KMA
Full-service IT consulting firm established in 1995
22 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)

About Today’s Presenter
Chris McNulty
Working with SharePoint technologies since 2000/2001
20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
KMA’s SharePoint practice lead
Microsoft MCSE/MCTS/MSA/MVTS
BC MBA in Investment Management

Agenda
Terms & History
Technology Overview and Demos
Simple List and Chart
Excel Web Access
Power Pivot
Business Connectivity Services (BCS)
SQL Server Reporting Services (SSRS)
Performance Point 2010
Summary

Future Presentations (Not In Scope)
Analysis Services Cube Build
SQL Server Integration Services (DTS)
AS-based Dashboard Designer and Reports
Project Dallas
Custom Development

Microsoft SharePoint Server 2010 … the bright frontier

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
Poll: Your Goals

Terms
SSRS – SQL Server Reporting Services
Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services
WCF – Windows Communications Framework
Project Dallas – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)

SharePoint BI Evolution

SharePoint Charting
Native to SharePoint (Web Part)
Code-free solution – uses web part and native lists

SharePoint Charting
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

Excel Services
Use the world’s #1 BI modeling tool
Render data, charts, interface using native Excel components (e.g. Slicers)
Data stored in Excel

Excel Services
Host a presentation layer using Excel Services
Closely related to Excel Web Access
Use native SharePoint Status Indicators (KPIs)
Can also work with lists
Render Excel 2010 functions (e.g. Slicers) without Excel 2010 on all clients
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

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

Business Connectivity Services
Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)
Configured through 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

“Code free” but requires development tools
Designed using Business Intelligence Developer Studio
Host in SQL Server or SharePoint

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.

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

Summary

Resources: How KMA Can Help
Content:
Online content, blogs, articles available through www.kma-llc.net
Monthly live seminars/webinars, recent topics at http://www.slideshare.net/kmallc
One-to-one discussions with you about your unique business problem
Events:
SharePoint Saturday NY – July 31, 2010 (Managed Metadata)
KMA August Webinar – August 18, 2010 – NEW & Enhanced Enterprise Search Options
SharePoint Saturday Boston -- September 25, 2010
SPTechCon Boston – October 20-22, 2010
Offerings
SharePoint Health Check - fixed price engagement
SharePoint 2010 Readiness - fixed price engagement
SharePoint Deployment Planning Services (SDPS)
[Microsoft Office] Business Value Planning Services (BVPS)
Poll at end of today’s presentation

Resources: To Learn More
From Microsoft:
Business Intelligence: http://www.microsoft.com/bi/
SharePoint 2010 site: http://sharepoint2010.microsoft.com
SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
BI Blog: http://blogs.msdn.com/b/bi/
From KMA:
Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
Web: www.kma-llc.net (now powered by SharePoint!) with white papers, blogs, archived presentations, news, and events
SharePoint Deployment Planning Services (SDPS), now available for 2010 planning

Thank you…
Contact Details
Email cmcnulty[at]kma-llc[dot]net
Blog http://blogs.kma-llc.net/microknowledge
Twitter: http://twitter.com/cmcnulty2000
LinkedIn:http://www.linkedin.com/in/cmcnulty

Business Intelligence in SharePoint 2010

by Knowledge Management Associates, LLC on Jul 29, 2010

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Business Intelligence in SharePoint 2010 — Presentation Transcript