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See Beyond the Numbers:Data Visualization in SharePoint 2010,[object Object],SharePoint Saturday NH,[object Object],September 2011Chris McNulty,[object Object]
See Beyond the Numbers:Data Visualization in SharePoint 2010,[object Object],September 24, 2011,[object Object]
About KMA,[object Object],Founded 1995,[object Object],29 employees,[object Object],4 partners, including 2 co-founders,[object Object],[object Object],Professional Services,[object Object],SharePoint Consulting,[object Object],SharePoint Managed Services,[object Object],Custom Application Development,[object Object],Software Product,[object Object],Mekko Graphics advanced charting software,[object Object],[object Object],[object Object]
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/MVTSP
Hiking, cooking, playing guitar, colonial history, photography
My family: Hayley, three kids (16, 7, 4) and my dog Stan,[object Object]
Favorite mountain?,[object Object]
Goals, Terms & Surrounding Technology,[object Object],Complexity Levels of These Solutions,[object Object],Technology Overview and Demos,[object Object],Simple List and Chart,[object Object],Excel Services,[object Object],Power Pivot,[object Object],Pivot,[object Object],BCS & SQL Server Reporting Services (SSRS),[object Object],Performance Point 2010,[object Object],Mapping,[object Object],Summary,[object Object],Resources,[object Object],Question and Answer Period,[object Object],Contact Information,[object Object],Agenda,[object Object]
Microsoft SharePoint Server 2010 … the bright frontier,[object Object],Eastern Long Island, July 4, 2010,[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]
The carousel paradox…,[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],Terms,[object Object]
Complexity Levels of These Solutions,[object Object],Cost,[object Object],Time,[object Object]
SharePoint BI Evolution,[object Object]
Native to SharePoint (Web Part),[object Object],Code-free solution – uses web part and native lists,[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],SharePoint Charting,[object Object]
DEMO – Chart Web Part,[object Object]
World’s #1 BI tool,[object Object],Render data, charts, interface using native Excel components (e.g. Slicers) without Excel 2010 on all clients,[object Object],Data stored in Excel; SharePoint hosts a presentation layer using Excel Services,[object Object],Native SharePoint Status Indicators (KPIs) ,[object Object],Can also work with lists,[object Object],Use when users are skilled in Excel modeling and charting and data lives in spreadsheets,[object Object],Excel Services,[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],PowerPivot,[object Object]
DEMO - PowerPivot,[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],www.microsoft.com/silverlight/pivotviewer,[object Object],Pivot,[object Object]
DEMO - Pivot,[object Object]
Read write access to external data sources in SP2010 (aka Business Data Connectivity),[object Object],Pull data into SharePoint,[object Object],Push data into external sources,[object Object],Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas),[object Object],Configured in 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],Business Connectivity Services,[object Object]
“Code free” integrated solution (with SQL 2008 R2),[object Object],(can also use Business Intelligence Developer Studio),[object Object],SharePoint integrated mode preferred,[object Object],Export contents to Excel, Word, etc.,[object Object],Reuse in SharePoint and Performance Point Dashboards,[object Object],Use when some reports are printed, multipage, etc.,[object Object],SQL Server Reporting Services (SSRS),[object Object]
Formerly 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],Windows Azure DataMarket,[object Object]
Dashboard Designer (browser downloadable) ,[object Object],Integrates Excel Services, SSRS, and Performance Point Elements,[object Object],Sophisticated self service modeling via Decomposition Tree,[object Object],Ideal for SSAS but also work with standard data sources (lists, SQL),[object Object],Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards,[object Object],Use when data structures are stable and modeling skills are at least moderate (dimensions, facts),[object Object],Quick tip: don’t fear SSAS!  If you have Project Server you already have cubes,[object Object],PerformancePoint 2010,[object Object]
Sophisticated self service modeling,[object Object],Decomposition Tree,[object Object],Ideal for SSAS but also work with standard data sources (lists, SQL),[object Object],Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards,[object Object],Use when data structures are stable and modeling skills are at least moderate (dimensions, facts),[object Object],Quick tip: don’t fear SSAS!  If you have Project Server you already have cubes,[object Object],PerformancePoint 2010,[object Object]
DEMO – PerformancePoint,[object Object]
IDC reports that nearly 80% of business data has a location component,[object Object],Make business tools as engaging as what’s on the web,[object Object],Use cases:  ,[object Object],Customer base / trade areas,[object Object],Routing and shipping,[object Object],Targeted marketing,[object Object],Supply chain & disruption resolution,[object Object],Custom Web Part or Self Service SSRS,[object Object],Mapping,[object Object]
Mapping,[object Object]

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SPSNH Data Visualization in SharePoint 2010

Editor's Notes

  1. TO BE UPDATED
  2. Keep?
  3. Show of hands!
  4. Refer to other sessions!
  5. SVB
  6. CM
  7. CM
  8. CM
  9. SVB – Created by Microsoft Live Labs
  10. Medical imaging, people, products
  11. CM
  12. CM
  13. CM
  14. CM
  15. SVB
  16. 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
  17. 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.