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See Beyond the Numbers: Data Visualization in SharePoint
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See Beyond the Numbers: Data Visualization in SharePoint



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  • 1. See Beyond the Numbers:Data Visualization in SharePoint 2010
    SharePoint Saturday San Diego
    February 2011Chris McNulty
  • 2. About Me
    • Working with SharePoint technologies since 2000/2001
    • 3. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
    • 4. MBA in Investment Management from Boston College Carroll School of Management
    • 5. Write and speak often on Microsoft IW technologies (blogs & books)
    • 6. Microsoft MCSE/MCTS/MSA/MVTS
    About KMA
    • Full-service IT consulting firm established in 1995
    • 7. 29 employees: Partner, PM, Analyst, Developer, QA
    • 8. Microsoft technology focus:
    • 9. Microsoft Gold Certified Partner / Working with SharePoint technologies since 2001
    • 10. Specialties in
    • 11. Collaboration: Portals, Communities and Content Management
    • 12. Insight: Enterprise Search and Business Intelligence
    • 13. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)
  • About Home
  • 14. About Home
  • 15. Microsoft SharePoint Server 2010 … the bright frontier
    Eastern Long Island, July 4, 2010
  • 16. Agenda
    Goals, Terms & Surrounding Technology
    Complexity Levels & Terminology
    Technology Overview and Demos
    Simple List and Chart
    Excel Services
    Power Pivot
    BCS & SQL Server Reporting Services (SSRS)
    Performance Point 2010
    Questions and Answers
    Contact Information
  • 17. 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
  • 18. The carousel paradox…
  • 19. Complexity Levels of These Solutions
  • 20. SharePoint BI Evolution
  • 21. Terms
    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
  • 22. SharePoint Charting
    Native to SharePoint (Web Part)
    Code-free solution – uses web part and native listsData 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
  • 23. DEMO – Chart Web Part
  • 24. Excel Services
    Use the world’s #1 BI modeling 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
    Quick tip: understand SSA’s
  • 25. 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
  • 26. PowerPivot
    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
  • 27. DEMO - PowerPivot
  • 28. Pivot
    “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
  • 29. DEMO - Pivot
  • 30. 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
    Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)
    Configured in 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
  • 31. SQL Server Reporting Services (SSRS)
    “Code free” but requires development tools
    Designed using Business Intelligence Developer Studio
    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.
  • 32. 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.
  • 33. Windows Azure DataMarket
    Originally developed as “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
  • 34. PerformancePoint 2010
    Dashboard Designer (browser downloadable)
    Integrates Excel Services, SSRS, and Performance Point Elements
  • 35. PerformancePoint 2010
    Sophisticated self service modeling
    Decomposition Tree to explore data sets
    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
    Use when data structures are stable and modeling skills are at least moderate (dimensions, facts)
    Quick tip: don’t fear SSAS! If you have Project Server you already have cubes
  • 36. DEMO – PerformancePoint
  • 37. Mapping
    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
  • 38. Mapping
  • 39. DEMO - Mapping
  • 40. Summary
  • 41. 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
  • 42. Resources - General
    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.)
    March 2011: SharePoint for PMOs
    White papers, blogs, presentations, news, and events
    From me
    SharePoint Saturday Redmond March 5 (MMS)
    Boston Area SharePoint User Group March 9 (Business Intelligence)
    SharePoint Saturday Boston – April 9 2011
    SPTechConBoston – June 2011 (BI & MMS)
  • 43. Resources: Mapping
    Bing Developer Center & Bing Maps Customer Gallery:
    Bing Maps Blog:
    GIM International – online magazine of geomatics:
  • 44. Resources: Pivot
    Microsoft Live Labs Pivot site
    Pivot Viewer control for Silverlight:
    Pivot Collection Gallery: http://www.getpivot.com/collections/
  • 45.
  • Thank you…
    Contact Details
    Email cmcnulty@kma-llc.net
    Blog http://blogs.kma-llc.net/microknowledge
    Twitter: @cmcnulty2000