See Beyond the Numbers: Data Visualization in SharePoint

See Beyond the Numbers:Data Visualization in SharePoint 2010
SharePoint Saturday San Diego
February 2011Chris McNulty

About Me
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
About KMA
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)

About Home

Microsoft SharePoint Server 2010 … the bright frontier
Eastern Long Island, July 4, 2010

Agenda
Goals, Terms & Surrounding Technology
Complexity Levels & Terminology
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
Questions and Answers
Contact Information

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…

Complexity Levels of These Solutions
Cost
Time

SharePoint BI Evolution

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

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

DEMO – Chart Web Part

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

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

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

DEMO - PowerPivot

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

DEMO - Pivot

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

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.

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.

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

PerformancePoint 2010
Dashboard Designer (browser downloadable)
Integrates Excel Services, SSRS, and Performance Point Elements

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

DEMO – PerformancePoint

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

Mapping

DEMO - Mapping

Summary

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

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)

Resources: Mapping
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: Pivot
Microsoft Live Labs Pivot site
http://www.getpivot.com/
Pivot Viewer control for Silverlight:
http://www.silverlight.net/learn/pivotviewer/
Pivot Collection Gallery: http://www.getpivot.com/collections/

Questions?
Evaluations
Contact Me
Ask the Experts
Prizes!
#SharePint – Hard Rock

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

See Beyond the Numbers: Data Visualization in SharePoint

by Knowledge Management Associates, LLC on Feb 28, 2011

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See Beyond the Numbers: Data Visualization in SharePoint — Presentation Transcript