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Sp tech con-bi2011
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Sp tech con-bi2011

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  • TO BE UPDATED
  • Keep?
  • Show of hands!
  • Refer to other sessions!
  • SVB
  • SVB
  • CM
  • CM
  • CM
  • CM
  • SVB – Created by Microsoft Live Labs
  • Medical imaging, people, products
  • CM
  • CM
  • CM
  • CM
  • CM
  • CM
  • SVB
  • 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
  • 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.
  • Transcript

    • 1. See Beyond the Numbers:Data Visualization in SharePoint 2010<br />SPTechCon San Francisco<br />February 2011Chris McNulty<br />
    • 2. About Me<br /><ul><li>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
    • 6. Microsoft MCSE/MCTS/MSA/MVTS</li></ul>About KMA<br /><ul><li>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)</li></li></ul><li>Agenda<br />Goals, Terms &amp; Surrounding Technology<br />Complexity Levels<br />Technology Overview and Demos<br />Simple List and Chart<br />Excel Services<br />Power Pivot<br />Pivot<br />BCS &amp; SQL Server Reporting Services (SSRS)<br />Performance Point 2010<br />Mapping<br />Summary<br />Resources<br />Questions and Answers<br />Contact Information<br />
    • 14. Microsoft SharePoint Server 2010 … the bright frontier<br />Eastern Long Island, July 4, 2010<br />
    • 15. Complexity Levels of These Solutions<br />Cost<br />Time<br />
    • 16. 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 />
    • 17. 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 />
    • 18. SharePoint BI Evolution<br />
    • 19. SharePoint Charting<br />Native to SharePoint (Web Part)<br />Code-free solution – uses web part and native lists<br />
    • 20. SharePoint Charting<br />Data 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 />
    • 21. DEMO – Chart Web Part<br />
    • 22. Excel Services<br />Use the world’s #1 BI modeling tool<br />Render data, charts, interface using native Excel components (e.g. Slicers)<br />Data stored in Excel<br />
    • 23. Excel Services<br />Host a presentation layer using Excel Services<br />Closely related to Excel Web Access<br />Use native SharePoint Status Indicators (KPIs) <br />Can also work with lists<br />Render Excel 2010 functions (e.g. Slicers) without Excel 2010 on all clients<br />Use when users are skilled in Excel modeling and charting and data lives in spreadsheets<br />Quick tip: understand SSA’s<br />
    • 24. 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 />
    • 25. 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 />
    • 26. DEMO - PowerPivot<br />
    • 27. 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 />
    • 28. DEMO - Pivot<br />
    • 29. 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 />
    • 30. Business Connectivity Services<br />Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)<br />Configured through 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. SQL Server Reporting Services (SSRS)<br />“Code free” but requires development tools<br />Designed using Business Intelligence Developer Studio<br />Host in SQL Server or SharePoint<br />
    • 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. 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. PerformancePoint 2010<br />Dashboard Designer (browser downloadable) <br />Integrates Excel Services, SSRS, and Performance Point Elements<br />
    • 35. PerformancePoint 2010<br />Sophisticated self service modeling<br />Decomposition Tree<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 />
    • 36. DEMO – PerformancePoint<br />
    • 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 &amp; disruption resolution<br />
    • 38. Mapping<br />
    • 39. DEMO - Mapping<br />
    • 40. Summary<br />
    • 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. Resources - General<br /><ul><li>From Microsoft:
    • 43. Business Intelligence: http://www.microsoft.com/bi/
    • 44. SharePoint 2010 site: http://sharepoint.microsoft.com
    • 45. SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
    • 46. BI Blog: http://blogs.msdn.com/b/bi/
    • 47. From KMA</li></ul>Webinars, white papers and blogs at www.kma-llc.net<br />
    • 48. Resources: Mapping<br />Bing Developer Center &amp; 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 />
    • 49. 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 />
    • 50. <ul><li>Questions?
    • 51. Evaluations
    • 52. Contact Me
    • 53. Ask the Experts
    • 54. Prizes!</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: http://twitter.com/cmcnulty2000<br />LinkedIn:http://www.linkedin.com/in/cmcnulty<br />

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