SPSNH Data Visualization in SharePoint 2010
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SPSNH Data Visualization in SharePoint 2010

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Chris McNulty's presentation on SharePoint 2010 Business Intelligence at SPS New Hampshire, September 24, 2011

Chris McNulty's presentation on SharePoint 2010 Business Intelligence at SPS New Hampshire, September 24, 2011

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SPSNH Data Visualization in SharePoint 2010 Presentation Transcript

  • 1. See Beyond the Numbers:Data Visualization in SharePoint 2010
    SharePoint Saturday NH
    September 2011Chris McNulty
  • 2. See Beyond the Numbers:Data Visualization in SharePoint 2010
    September 24, 2011
  • 3. About KMA
    Founded 1995
    29 employees
    4 partners, including 2 co-founders
    • Principal lines of business:
    Professional Services
    SharePoint Consulting
    SharePoint Managed Services
    Custom Application Development
    Software Product
    Mekko Graphics advanced charting software
    • Roots in academia (MIT, Harvard, BU)
  • Chris McNulty
    • KMA SharePoint Practice Lead/Manager
    • 4. Working with SharePoint technologies since 2000/2001
    • 5. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
    • 6. MBA in Investment Management from Boston College Carroll School of Management
    • 7. Write and speak often on Microsoft IW technologies (blogs & books)
    • 8. Microsoft MCSE/MCTS/MSA/MVTSP
    • 9. Hiking, cooking, playing guitar, colonial history, photography
    • 10. My family: Hayley, three kids (16, 7, 4) and my dog Stan
  • 11. Favorite mountain?
  • 12. Goals, Terms & Surrounding Technology
    Complexity Levels of These Solutions
    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
    Question and Answer Period
    Contact Information
    Agenda
  • 13. Microsoft SharePoint Server 2010 … the bright frontier
    Eastern Long Island, July 4, 2010
  • 14. 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
  • 15. The carousel paradox…
  • 16. 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
    Terms
  • 17. Complexity Levels of These Solutions
    Cost
    Time
  • 18. SharePoint BI Evolution
  • 19. Native to SharePoint (Web Part)
    Code-free solution – uses web part and native lists
    Data 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
    SharePoint Charting
  • 20. DEMO – Chart Web Part
  • 21. World’s #1 BI 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
    Excel Services
  • 22. “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
  • 23. 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
    PowerPivot
  • 24. DEMO - PowerPivot
  • 25. “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
    www.microsoft.com/silverlight/pivotviewer
    Pivot
  • 26. DEMO - Pivot
  • 27. Read write access to external data sources in SP2010 (aka Business Data Connectivity)
    Pull data into SharePoint
    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
    Business Connectivity Services
  • 28. “Code free” integrated solution (with SQL 2008 R2)
    (can also use Business Intelligence Developer Studio)
    SharePoint integrated mode preferred
    Export contents to Excel, Word, etc.
    Reuse in SharePoint and Performance Point Dashboards
    Use when some reports are printed, multipage, etc.
    SQL Server Reporting Services (SSRS)
  • 29. Formerly 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
    Windows Azure DataMarket
  • 30. Dashboard Designer (browser downloadable)
    Integrates Excel Services, SSRS, and Performance Point Elements
    Sophisticated self service modeling via Decomposition Tree
    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
    PerformancePoint 2010
  • 31. Sophisticated self service modeling
    Decomposition Tree
    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
    PerformancePoint 2010
  • 32. DEMO – PerformancePoint
  • 33. 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
    Custom Web Part or Self Service SSRS
    Mapping
  • 34. Mapping
  • 35. DEMO
    • Mapping
    • 36. Self-service SSRS Maps
  • Engineering
    BCS
    SSA: Secure Store
    PerformancePoint
    SQL: Analysis Services
    RSInt
    Performance Point
    Secure Store
    Excel Services
    OWA
    PowerPivot
    RS
    SQL 2008 R2 & SP Farm Installation
  • 37. Engineering
  • 38. Summary
  • 39. 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
  • 40. 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.)
    White papers, blogs, presentations, news, and events
    Resources - General
  • 41. 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: Mapping
  • 42. Microsoft Live Labs Pivot site
    http://www.microsoft.com/silverlight/pivotviewer/
    Viewer control for Silverlight:
    http://www.silverlight.net/learn/pivotviewer/
    Pivot Collection Gallery: http://www.getpivot.com/collections/
    Resources: Pivot
  • 43.
    • Questions?
    • 44. Evaluations
    • 45. Contact Me
  • Thanks to our sponsors
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  • 46. Chris McNulty
    Email cmcnulty@kma-llc.net
    Blog http://blogs.kma-llc.net/microknowledge
    Twitter: @cmcnulty2000
    LinkedIn:http://www.linkedin.com/in/cmcnulty
    Upcoming presentations
    10/31 KMWorld DC
    December 2011
    Gilbane Conference
    PSSPUG
    SPSFLA, SPSDEN, SPSAUSTX
    Thank you…