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See Beyond the Numbers:Data Visualization in SharePoint 2010,[object Object],SPTechCon San Francisco,[object Object],February 2011Chris McNulty,[object Object]
About Me,[object Object],[object Object]
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
Microsoft MCSE/MCTS/MSA/MVTSAbout KMA,[object Object],[object Object]
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),[object Object]
Microsoft SharePoint Server 2010 … the bright frontier,[object Object],Eastern Long Island, July 4, 2010,[object Object]
Complexity Levels of These Solutions,[object Object],Cost,[object Object],Time,[object Object]
Goals for BI Design,[object Object],Answering the known questions about our business,[object Object],Allowing users to self-discover patterns and answers to questions we haven’t yet been asked,[object Object]
Terms,[object Object],BCS – Business Connectivity Services,[object Object],SSRS – SQL Server Reporting Services,[object Object],Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services,[object Object],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),[object Object],Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information,[object Object]
SharePoint BI Evolution,[object Object]
SharePoint Charting,[object Object],Native to SharePoint (Web Part),[object Object],Code-free solution – uses web part and native lists,[object Object]
SharePoint Charting,[object Object],Data sources,[object Object],Other Lists (Site Collection),[object Object],BCS/Business Data Catalog,[object Object],Excel Services,[object Object],Standard Types,[object Object],Bar, Area, Line, Bubble, Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid,[object Object],Typical use - quick visualization of SharePoint data,[object Object],Quick tip – use the wizard,[object Object]
DEMO – Chart Web Part,[object Object]
Excel Services,[object Object],Use the world’s #1 BI modeling tool,[object Object],Render data, charts, interface using native Excel components (e.g. Slicers),[object Object],Data stored in Excel,[object Object]
Excel Services,[object Object],Host a presentation layer using Excel Services,[object Object],Closely related to Excel Web Access,[object Object],Use native SharePoint Status Indicators (KPIs) ,[object Object],Can also work with lists,[object Object],Render Excel 2010 functions (e.g. Slicers) without Excel 2010 on all clients,[object Object],Use when users are skilled in Excel modeling and charting and data lives in spreadsheets,[object Object],Quick tip: understand SSA’s,[object Object]
PowerPivot,[object Object],“Project Gemini” – host 1-10MM row datasets,[object Object],Excel and SharePoint components,[object Object],Data doesn’t live in spreadsheet,[object Object],Released with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine,[object Object]
PowerPivot,[object Object],Like Excel Web Access except underlying data can be sourced from:,[object Object],SQL, Analysis Services Cube, SSRS Report,[object Object],Access,[object Object],Power Pivot/Excel,[object Object],Data Feeds (XML, Atom, Azure, WCF OData, Dallas),[object Object],Oracle, Teradata, Sybase, DB2,[object Object],ODBC,[object Object],Text files,[object Object],Excel optimized to handle data management and memory cache locally,[object Object],SharePoint builds cache and optimizes for server web access,[object Object],Use when Excel modeling skills are high but data is too large or too heterogeneous to keep in multiple Excel spreadsheets,[object Object],Quick tip: www.powerpivotgeeks.net,[object Object]
DEMO - PowerPivot,[object Object]
Pivot,[object Object],“Interact with massive amounts of data in ways that are powerful, informative, and fun”,[object Object],Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web,[object Object],Create a “collection”- underlying schema is CXML or Collection XML.,[object Object],View in SharePoint via Silverlight viewer,[object Object],Complexity:  Excel tool available ,[object Object],Tip: http://getpivot.com,[object Object]
DEMO - Pivot,[object Object]
Business Connectivity Services,[object Object],Read write access to external data sources in SP2010 (aka Business Data Connectivity),[object Object],Pull data into SharePoint user interface,[object Object],Push data into external sources,[object Object]
Business Connectivity Services,[object Object],Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas),[object Object],Configured through SharePoint Designer 2010,[object Object],Republish data to consuming applications (e.g. Outlook 2010),[object Object],Use when key data lives outside SharePoint direct control – e.g. accounting systems,[object Object],Quick tip: Secure Store Service is needed,[object Object]
SQL Server Reporting Services (SSRS),[object Object],“Code free” but requires development tools,[object Object],Designed using Business Intelligence Developer Studio,[object Object],Host in SQL Server or SharePoint,[object Object]
SQL Server Reporting Services (SSRS),[object Object],Reports run and render in SSRS Engine,[object Object],Deploy reports to “native” SQL server or SharePoint integrated mode,[object Object],Reuse in SharePoint and Dashboard interface,[object Object],Export contents to Excel, Word, etc.,[object Object],Use when some reports are printed, multipage, etc.,[object Object]
Windows Azure DataMarket,[object Object],Originally developed as “Project Dallas”,[object Object],Azure-based public data subscriptions,[object Object],Addressed through OData/XML,[object Object],Query/view download,[object Object],Samples available now at http://www.sqlazureservices.com,[object Object],TIP: Sample data sets are limited in CTP,[object Object]
PerformancePoint 2010,[object Object],Dashboard Designer (browser downloadable) ,[object Object],Integrates Excel Services, SSRS, and Performance Point Elements,[object Object]

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Sp tech con-bi2011

Editor's Notes

  1. TO BE UPDATED
  2. Keep?
  3. Show of hands!
  4. Refer to other sessions!
  5. SVB
  6. SVB
  7. CM
  8. CM
  9. CM
  10. CM
  11. SVB – Created by Microsoft Live Labs
  12. Medical imaging, people, products
  13. CM
  14. CM
  15. CM
  16. CM
  17. CM
  18. CM
  19. SVB
  20. SVBPLACEHOLDER SLIDEIf needed – case study – Teekay Shipping Vessel Pool extranet – MOSS 2007 & MapPointView vessel locations and technical specificationsMonitor shipping performanceGet financial reportsAccess timely data via a usable interface
  21. Silverlight 4 application that uses a RESTful call to the Yahoo mapping API. Under the covers is using LINQ to post to a Telerik map control. The Telerik control can link to mapping services like Bing or OpenStreets. Uses zip code and country fields from our data to get the longitude & latitude.