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FCSPUG - SharePoint Business Intelligence and Data Visualization - See Beyond the Numbers
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FCSPUG - SharePoint Business Intelligence and Data Visualization - See Beyond the Numbers


Slides from Chris McNulty's presentation at the Fairfield County (CT) SPUG in August 2011.

Slides from Chris McNulty's presentation at the Fairfield County (CT) SPUG in August 2011.

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


  • 1. See Beyond the Numbers:Data Visualization in SharePoint 2010
    Fairfield CT SharePoint User Group
    August 2011Chris McNulty
  • 2. About KMA
    Founded 1995
    29 employees
    4 partners, including 2 co-founders
    • Principal lines of business:
    Professional Services
    SharePoint Consulting
    SharePoint Managed Services
    Custom Application Development
    Software Product
    Mekko Graphics advanced charting software
    • Roots in academia (MIT, Harvard, BU)
  • Chris McNulty
    • KMA SharePoint Practice Lead/Manager
    • 3. Working with SharePoint technologies since 2000/2001
    • 4. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
    • 5. MBA in Investment Management from Boston College Carroll School of Management
    • 6. Write and speak often on Microsoft IW technologies (blogs & books)
    • 7. Microsoft MCSE/MCTS/MSA/MVTSP
    • 8. Hiking, cooking, playing guitar, colonial history, photography
    • 9. My family: Hayley, three kids (16, 7, 4) and my dog Stan
  • I live outside Boston…
  • 10. But I LOVE Connecticut…
  • 11. 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
  • 12. 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
  • 13. The carousel paradox…
  • 14. 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
  • 15. Complexity Levels of These Solutions
  • 16. SharePoint BI Evolution
  • 17. 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
    SharePoint Charting
  • 18. DEMO – Chart Web Part
  • 19. World’s #1 BI 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
    Excel Services
  • 20. “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
  • 21. 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: www.powerpivotgeeks.net
  • 22. DEMO - PowerPivot
  • 23. “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
  • 24. DEMO - Pivot
  • 25. Read write access to external data sources in SP2010 (aka Business Data Connectivity)
    Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)
    Configin 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
    Business Connectivity Services
  • 26. “Code free” integrated solution (with SQL 2008 R2)
    (can also use Business Intelligence Developer Studio)
    SharePoint integrated mode preferred
    Export contents to Excel, Word, etc.
    Reuse in SharePoint and Performance Point Dashboards
    Self service reporting in integrated mode!
    Use when some reports are printed, multipage, etc.
    SQL Server Reporting Services (SSRS)
  • 27. 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
    Windows Azure DataMarket
  • 28. Dashboard Designer (browser downloadable)
    Integrates Excel Services, SSRS, and Performance Point
    Self service modeling via Decomposition Tree
    Ideal for SSAS but also work with standard data sources (lists, SQL)
    Requires SQL development to build SSAS cubes
    Use when data structures are stable and modeling skills are moderate (dimensions, facts)
    Quick tip: don’t fear SSAS! If you have Project Server you already have cubes
    PerformancePoint 2010
  • 29. DEMO – PerformancePoint
  • 30. 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
    Custom Web Part or Self Service SSRS
  • 31. Mapping
  • 32. DEMO - Mapping
  • 33. Summary - Engineering
  • 34. Summary - Solutions
  • 35. 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
  • 36. 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/
    From KMA (www.kma-llc.net)
    Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
    White papers, blogs, presentations, news, and events
    From Me
    SharePoint Saturday the Conference Washington DC – August 12/13 (BI, Adoption, IT Platform, Project Server, MMS)
    New Jersey SharePoint User Group September 14 (Business Intelligence)
    SharePoint Saturday NH – September 24, 2011 (Business Intelligence)
    KMWorld DC October 2011 (IT)
    Resources - General
  • 37. Bing Developer Center & Bing Maps Customer Gallery:
    Bing Maps Blog:
    GIM International – online magazine of geomatics:
    Resources: Mapping
  • 38. Microsoft Live Labs Pivot site
    Viewer control for Silverlight:
    Pivot Collection Gallery: http://www.getpivot.com/collections/
    Resources: Pivot
  • 39.
  • Chris McNulty
    Email cmcnulty@kma-llc.net
    Blog http://blogs.kma-llc.net/microknowledge
    Twitter: @cmcnulty2000
    Thank you…