A Simpleton’s Guide to
             Business Intelligence
              in SharePoint 2010
                   Chris McNult...
About Me
•      Working with SharePoint
       technologies since 2000/2001
•      20 years consulting and financial
     ...
About KMA
o Full-service IT consulting firm established in 1995
o 28 employees: Partner, PM, Analyst, Developer, QA
o Indu...
Agenda
• Goals, Terms & Surrounding Technology
• Technology Overview and Demos
         –     Simple List and Chart
      ...
Microsoft SharePoint Server 2010 … the bright frontier
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 ans...
Terms
• SSRS – SQL Server Reporting Services
• Cube – a prebuilt matrix of data aggregations, hosted
  in SQL Server Analy...
Surrounding Technologies
•      Analysis Services (Cubes)
•      SQL Server Integration Services (DTS)
•      AS-based Das...
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
• Use the world’s #1 BI
  modeling tool
• Render data, charts,
  interface using native
  Excel components ...
Excel Services
• Host a presentation layer using Excel Services
         – Closely related to Excel Web Access
• Use nativ...
PowerPivot
• “Project Gemini” – host
  1-10MM row datasets
• Excel and SharePoint
  components
• Data doesn’t live in
  sp...
PowerPivot
• Like Excel Web Access except underlying data can be sourced from:
         –     SQL, Analysis Services Cube,...
Business Connectivity Services
• Read write access to
  external data sources in
  SP2010 (aka Business
  Data Connectivit...
Business Connectivity Services
• Native Support for data from SQL, .NET, Windows
  Communication Frameworks (e.g. Dallas)
...
SQL Server Reporting Services (SSRS)
• “Code free” but
  requires development
  tools
• Designed using
  Business Intellig...
SQL Server Reporting Services (SSRS)
• Reports run and render in SSRS Engine
• Deploy reports to “native” SQL server or Sh...
PerformancePoint 2010
• Dashboard Designer
  (browser
  downloadable)
• Integrates Excel
  Services, SSRS, and
  Performan...
PerformancePoint 2010
• Sophisticated self service modeling
• Decomposition Tree
• Ideal for SSAS but also work with stand...
Next - Project Dallas
• Azure-based public data subscriptions
• Addressed through OData/XML
• Query/view download
• Sample...
Summary
Technology               Pros                                    Cons                                    Sample Us...
Resources: Microsoft and KMA
•      From Microsoft:
         – Business Intelligence: http://www.microsoft.com/bi/
       ...
Q&A

• Open
  Questions
• Contact Me
• Ask the Experts
• Prizes!

                                                      (2...
Thank you…
• Contact Details
         – Email cmcnulty@kma-llc.net
         – Blog http://blogs.kma-llc.net/microknowledge...
Thank You!

PLEASE COMPLETE
THE SESSION SURVEY
Thank You To Our Sponsors!
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KMA SharePoint Saturday San Francisco BI

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KMA SharePoint Saturday San Francisco BI

  1. 1. A Simpleton’s Guide to Business Intelligence in SharePoint 2010 Chris McNulty KMA 9/13/2010 1
  2. 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. 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. 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. 5. Microsoft SharePoint Server 2010 … the bright frontier
  6. 6. Microsoft SharePoint Server 2010 … the bright frontier Eastern Long Island, July 4, 2010
  7. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 28. Thank You! PLEASE COMPLETE THE SESSION SURVEY
  29. 29. Thank You To Our Sponsors!
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