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See Beyond the Numbers:Data Visualization in SharePoint 2010<br />SharePoint Saturday San Diego<br />February 2011Chris Mc...
About Me<br /><ul><li>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/MVTS</li></ul>About KMA<br /><ul><li>Full-service IT consulting firm established in 1995
29 employees:  Partner, PM, Analyst, Developer, QA
Microsoft technology focus:
Microsoft Gold Certified Partner /  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)</li></li></ul><li>About Home<br />
About Home<br />
Microsoft SharePoint Server 2010 … the bright frontier<br />Eastern Long Island, July 4, 2010<br />
Agenda<br />Goals, Terms & Surrounding Technology<br />Complexity Levels & Terminology<br />Technology Overview and Demos<...
Goals for BI Design<br />Answering the known questions about our business<br />Allowing users to self-discover patterns an...
The carousel paradox…<br />
Complexity Levels of These Solutions<br />Cost<br />Time<br />
SharePoint BI Evolution<br />
Terms<br />BCS – Business Connectivity Services<br />SSRS – SQL Server Reporting Services<br />Cube – a prebuilt matrix of...
SharePoint Charting<br />Native to SharePoint (Web Part)<br />Code-free solution – uses web part and native listsData sour...
DEMO – Chart Web Part<br />
Excel Services<br />Use the world’s #1 BI modeling tool<br />Render data, charts, interface using native Excel components ...
PowerPivot<br />“Project Gemini” – host 1-10MM row datasets<br />Excel and SharePoint components<br />Data doesn’t live in...
PowerPivot<br />Like Excel Web Access except underlying data can be sourced from:<br />SQL, Analysis Services Cube, SSRS R...
DEMO - PowerPivot<br />
Pivot<br />“Interact with massive amounts of data in ways that are powerful, informative, and fun”<br />Interaction model ...
DEMO - Pivot<br />
Business Connectivity Services<br />Read write access to external data sources in SP2010 (aka Business Data Connectivity)<...
SQL Server Reporting Services (SSRS)<br />“Code free” but requires development tools<br />Designed using Business Intellig...
SQL Server Reporting Services (SSRS)<br />Reports run and render in SSRS Engine<br />Deploy reports to “native” SQL server...
Windows Azure DataMarket<br />Originally developed as “Project Dallas”<br />Azure-based public data subscriptions<br />Add...
PerformancePoint 2010<br />Dashboard Designer (browser downloadable) <br />Integrates Excel Services, SSRS, and Performanc...
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See Beyond the Numbers: Data Visualization in SharePoint

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  • Transcript of "See Beyond the Numbers: Data Visualization in SharePoint"

    1. 1. See Beyond the Numbers:Data Visualization in SharePoint 2010<br />SharePoint Saturday San Diego<br />February 2011Chris McNulty<br />
    2. 2. About Me<br /><ul><li>Working with SharePoint technologies since 2000/2001
    3. 3. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
    4. 4. MBA in Investment Management from Boston College Carroll School of Management
    5. 5. Write and speak often on Microsoft IW technologies (blogs & books)
    6. 6. Microsoft MCSE/MCTS/MSA/MVTS</li></ul>About KMA<br /><ul><li>Full-service IT consulting firm established in 1995
    7. 7. 29 employees: Partner, PM, Analyst, Developer, QA
    8. 8. Microsoft technology focus:
    9. 9. Microsoft Gold Certified Partner / Working with SharePoint technologies since 2001
    10. 10. Specialties in
    11. 11. Collaboration: Portals, Communities and Content Management
    12. 12. Insight: Enterprise Search and Business Intelligence
    13. 13. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)</li></li></ul><li>About Home<br />
    14. 14. About Home<br />
    15. 15. Microsoft SharePoint Server 2010 … the bright frontier<br />Eastern Long Island, July 4, 2010<br />
    16. 16. Agenda<br />Goals, Terms & Surrounding Technology<br />Complexity Levels & Terminology<br />Technology Overview and Demos<br />Simple List and Chart<br />Excel Services<br />Power Pivot<br />Pivot<br />BCS & SQL Server Reporting Services (SSRS)<br />Performance Point 2010<br />Mapping<br />Summary<br />Resources<br />Questions and Answers<br />Contact Information<br />
    17. 17. Goals for BI Design<br />Answering the known questions about our business<br />Allowing users to self-discover patterns and answers to questions we haven’t yet been asked<br />
    18. 18. The carousel paradox…<br />
    19. 19. Complexity Levels of These Solutions<br />Cost<br />Time<br />
    20. 20. SharePoint BI Evolution<br />
    21. 21. Terms<br />BCS – Business Connectivity Services<br />SSRS – SQL Server Reporting Services<br />Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services<br />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)<br />Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information<br />
    22. 22. SharePoint Charting<br />Native to SharePoint (Web Part)<br />Code-free solution – uses web part and native listsData sources<br />Other Lists (Site Collection)<br />BCS/Business Data Catalog<br />Excel Services<br />Standard Types<br />Bar, Area, Line, Bubble, Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid<br />Typical use - quick visualization of SharePoint data<br />Quick tip – use the wizard<br />
    23. 23. DEMO – Chart Web Part<br />
    24. 24. Excel Services<br />Use the world’s #1 BI modeling tool<br />Render data, charts, interface using native Excel components (e.g. Slicers)without Excel 2010 on all clients<br />Data stored in Excel; SharePoint hosts a presentation layer using Excel Services<br />Native SharePoint Status Indicators (KPIs) <br />Can also work with lists<br />Use when users are skilled in Excel modeling and charting and data lives in spreadsheets<br />Quick tip: understand SSA’s<br />
    25. 25. PowerPivot<br />“Project Gemini” – host 1-10MM row datasets<br />Excel and SharePoint components<br />Data doesn’t live in spreadsheet<br />Released with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine<br />
    26. 26. PowerPivot<br />Like Excel Web Access except underlying data can be sourced from:<br />SQL, Analysis Services Cube, SSRS Report<br />Access<br />Power Pivot/Excel<br />Data Feeds (XML, Atom, Azure, WCF OData, Dallas)<br />Oracle, Teradata, Sybase, DB2<br />ODBC<br />Text files<br />Excel optimized to handle data management and memory cache locally<br />SharePoint builds cache and optimizes for server web access<br />Use when Excel modeling skills are high but data is too large or too heterogeneous to keep in multiple Excel spreadsheets<br />Quick tip: www.powerpivotgeeks.net<br />
    27. 27. DEMO - PowerPivot<br />
    28. 28. Pivot<br />“Interact with massive amounts of data in ways that are powerful, informative, and fun”<br />Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web<br />Create a “collection”- underlying schema is CXML or Collection XML.<br />View in SharePoint via Silverlight viewer<br />Complexity: Excel tool available <br />Tip: http://getpivot.com<br />
    29. 29. DEMO - Pivot<br />
    30. 30. Business Connectivity Services<br />Read write access to external data sources in SP2010 (aka Business Data Connectivity)<br />Pull data into SharePoint user interface<br />Push data into external sources<br />Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)<br />Configured in SharePoint Designer 2010<br />Republish data to consuming applications (e.g. Outlook 2010)<br />Use when key data lives outside SharePoint direct control – e.g. accounting systems<br />Quick tip: Secure Store Service is needed<br />
    31. 31. SQL Server Reporting Services (SSRS)<br />“Code free” but requires development tools<br />Designed using Business Intelligence Developer Studio<br />Reports run and render in SSRS Engine<br />Deploy reports to “native” SQL server or SharePoint integrated mode<br />Reuse in SharePoint and Dashboard interface<br />Export contents to Excel, Word, etc.<br />Use when some reports are printed, multipage, etc.<br />
    32. 32. SQL Server Reporting Services (SSRS)<br />Reports run and render in SSRS Engine<br />Deploy reports to “native” SQL server or SharePoint integrated mode<br />Reuse in SharePoint and Dashboard interface<br />Export contents to Excel, Word, etc.<br />Use when some reports are printed, multipage, etc.<br />
    33. 33. Windows Azure DataMarket<br />Originally developed as “Project Dallas”<br />Azure-based public data subscriptions<br />Addressed through OData/XML<br />Query/view download<br />Samples available now at http://www.sqlazureservices.com<br />TIP: Sample data sets are limited in CTP<br />
    34. 34. PerformancePoint 2010<br />Dashboard Designer (browser downloadable) <br />Integrates Excel Services, SSRS, and Performance Point Elements<br />
    35. 35. PerformancePoint 2010<br />Sophisticated self service modeling<br />Decomposition Tree to explore data sets<br />Ideal for SSAS but also work with standard data sources (lists, SQL)<br />Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards<br />Use when data structures are stable and modeling skills are at least moderate (dimensions, facts)<br />Quick tip: don’t fear SSAS! If you have Project Server you already have cubes<br />
    36. 36. DEMO – PerformancePoint<br />
    37. 37. Mapping<br />IDC reports that nearly 80% of business data has a location component<br />Make business tools as engaging as what’s on the web<br />Use cases: <br />Customer base / trade areas<br />Routing and shipping<br />Targeted marketing<br />Supply chain & disruption resolution<br />
    38. 38. Mapping<br />
    39. 39. DEMO - Mapping<br />
    40. 40. Summary<br />
    41. 41. 2010 BI Solutions in SharePoint<br />Large Datasets<br />Visual Navigation<br />Pivot<br />PowerPivot<br />PerformancePoint<br />Mapping<br />SharePoint list<br />KPI / Status Indicator<br />SQL Reporting <br />Services<br />Chart Web Part<br />Excel Services<br />Printing or <br />exporting<br />Small Datasets<br />
    42. 42. Resources - General<br />From Microsoft:<br />Business Intelligence: http://www.microsoft.com/bi/<br />SharePoint 2010 site: http://sharepoint.microsoft.com<br />SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx<br />BI Blog: http://blogs.msdn.com/b/bi/<br />From KMA (www.kma-llc.net)<br />Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)<br />March 2011: SharePoint for PMOs<br />White papers, blogs, presentations, news, and events<br />From me<br />SharePoint Saturday Redmond March 5 (MMS)<br />Boston Area SharePoint User Group March 9 (Business Intelligence)<br />SharePoint Saturday Boston – April 9 2011<br />SPTechConBoston – June 2011 (BI & MMS)<br />
    43. 43. Resources: Mapping<br />Bing Developer Center & Bing Maps Customer Gallery:<br />http://www.microsoft.com/maps/developers/<br />Bing Maps Blog:<br />http://www.bing.com/community/blogs/maps/<br />GIM International – online magazine of geomatics:<br />http://www.gim-international.com/index.php<br />
    44. 44. Resources: Pivot<br />Microsoft Live Labs Pivot site<br />http://www.getpivot.com/<br />Pivot Viewer control for Silverlight:<br />http://www.silverlight.net/learn/pivotviewer/<br />Pivot Collection Gallery: http://www.getpivot.com/collections/<br />
    45. 45. <ul><li>Questions?
    46. 46. Evaluations
    47. 47. Contact Me
    48. 48. Ask the Experts
    49. 49. Prizes!
    50. 50. #SharePint – Hard Rock</li></li></ul><li>Thank you…<br />Contact Details<br />Email cmcnulty@kma-llc.net<br />Blog http://blogs.kma-llc.net/microknowledge<br />Twitter: @cmcnulty2000<br />LinkedIn:http://www.linkedin.com/in/cmcnulty<br />
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