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

See Beyond the Numbers:Data Visualization in SharePoint 2010
Fairfield CT SharePoint User Group
August 2011Chris McNulty

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
Working with SharePoint technologies since 2000/2001
20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
MBA in Investment Management from Boston College Carroll School of Management
Write and speak often on Microsoft IW technologies (blogs & books)
Microsoft MCSE/MCTS/MSA/MVTSP
Hiking, cooking, playing guitar, colonial history, photography
My family: Hayley, three kids (16, 7, 4) and my dog Stan

I live outside Boston…

But I LOVE Connecticut…

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
Agenda

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…

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
Terms

Complexity Levels of These Solutions
Cost
Time

SharePoint BI Evolution

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

DEMO – Chart Web Part

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

“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
PowerPivot

DEMO - PowerPivot

“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
Pivot

DEMO - Pivot

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

“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)

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

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

DEMO – PerformancePoint

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
Mapping

Mapping

DEMO - Mapping

Summary - Engineering

Summary - Solutions

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

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

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: Mapping

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/
Resources: Pivot

Questions?
Evaluations
Contact Me
Prizes!

Chris McNulty
Email cmcnulty@kma-llc.net
Blog http://blogs.kma-llc.net/microknowledge
Twitter: @cmcnulty2000
LinkedIn:http://www.linkedin.com/in/cmcnulty
Thank you…

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

by Knowledge Management Associates, LLC on Aug 15, 2011

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