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  • 1. A Simpleton’s Guide to Business Intelligence in SharePoint 2010 Chris McNulty KMA 9/13/2010 1
  • 2. About Me • Working with SharePoint technologies since 2000/2001 • 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street) • SharePoint practice lead at KMA • 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 (3) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 3. About KMA o Full-service IT consulting firm established in 1995 o 28 employees: Partner, PM, Analyst, Developer, QA o Industry expertise and focus: Professional Services, Life Sciences & Financial Services o 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) (4) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 4. Agenda • Goals, Terms & Surrounding Technology • 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 (5) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 5. Microsoft SharePoint Server 2010 … the bright frontier
  • 6. Microsoft SharePoint Server 2010 … the bright frontier Eastern Long Island, July 4, 2010
  • 7. 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 (8) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 8. 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) (9) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 9. Surrounding Technologies • Analysis Services (Cubes) • SQL Server Integration Services (DTS) • AS-based Dashboard Designer and Reports • Project Dallas (10) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 10. SharePoint BI Evolution Performance SQL Point Reporting • Dashboards Business Services • Analysis Services Connectivity Services Excel • External data Services • External lists • Excel Web Access Chart • PowerPivot Web Part (11) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 11. SharePoint Charting • Native to SharePoint (Web Part) • Code-free solution – uses web part and native lists (12) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 12. 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 • Quick tip – use the wizard (13) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 13. 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 (14) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 14. 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 • Quick tip: understand SSA’s (15) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 15. 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 (16) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 16. 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 (17) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 17. 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 (18) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 18. 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 • Quick tip: Secure Store Service is needed (19) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 19. SQL Server Reporting Services (SSRS) • “Code free” but requires development tools • Designed using Business Intelligence Developer Studio • Host in SQL Server or SharePoint (20) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 20. SQL Server Reporting Services (SSRS) • 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. (21) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 21. PerformancePoint 2010 • Dashboard Designer (browser downloadable) • Integrates Excel Services, SSRS, and Performance Point Elements (22) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 22. 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 (23) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 23. Next - 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 (24) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 24. Summary Technology Pros Cons Sample Use Case SharePoint Lists and Simple code free Simple data aggregations Users understand how to Charts solutions chart their own data Excel Services User familiarity Limited to Excel data Users love Excel charts! sources PowerPivot Large datasets Requires some Excel 2010 Data is too big for Excel Business Connectivity Access data beyond Write access needs Integrate data from Services SharePoint boundary control external sales order system SQL Reporting Services Commonly used SQL Entry level development Need to print large query techniques skills multipage reports; export to Excel Performance Point and Rich scorecard and Requires more On screen data Analysis Services reporting environments, development exploration of prebuilt aggregates other sophistication analyses elements like SSRS (25) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 25. Resources: Microsoft and KMA • 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: – Online content, blogs, articles available through www.kma-llc.net – Monthly live seminars/webinars – Upcoming Events: – SPTechCon (Boston) October 2010 – SharePoint 2010 Webinar – September 22, 2010 (upgrades and “the cloud”) – Standard Offerings – SharePoint Health Check - 1-2 day fixed price engagement – SharePoint 2010 Readiness 2 day fixed price engagement – SharePoint Deployment Planning Services (SDPS) – Information Architecture and Taxonomy Quick Start – [Microsoft Office] Business Value Planning Services (BVPS) (26) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 26. Q&A • Open Questions • Contact Me • Ask the Experts • Prizes! (27) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 27. Thank you… • Contact Details – Email cmcnulty@kma-llc.net – Blog http://blogs.kma-llc.net/microknowledge – Twitter: http://twitter.com/cmcnulty2000 – LinkedIn:http://www.linkedin.com/in/cmcnulty (28) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #spsbay
  • 28. Thank You! PLEASE COMPLETE THE SESSION SURVEY
  • 29. Thank You To Our Sponsors!