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SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
SPSTCDC  SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers
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SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers

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A recap of Chris McNulty's SharePoint presentation at SharePoint Saturday the Conference in August 2011.

A recap of Chris McNulty's SharePoint presentation at SharePoint Saturday the Conference in August 2011.

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  • TO BE UPDATED
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  • Transcript

    • 1. See Beyond the Numbers:Data Visualization in SharePoint 2010<br />Fairfield CT SharePoint User Group<br />August 2011Chris McNulty<br />
    • 2. See Beyond the Numbers – Data Visualization and Business Intelligence in SharePoint 2010 (S2B-104)Architect – 300<br />Welcome to SharePoint Saturday—The Conference<br />Chris McNulty <br />KMA<br />
    • 3. Welcome to SharePoint Saturday—The Conference<br />Thank you for being a part of the first SharePoint Saturday conference<br />Please turn off all electronic devices or set them to vibrate.<br />If you must take a phone call, please do so in the hall so as not to disturb others.<br />Open wireless access is available at SSID: SPSTC2011<br />Feel free to “tweet and blog” during the session<br />Thanks to our Diamond and Platinum Sponsors:<br />
    • 4. About KMA<br />Founded 1995<br />29 employees<br />4 partners, including 2 co-founders<br /><ul><li>Principal lines of business:</li></ul>Professional Services<br />SharePoint Consulting<br />SharePoint Managed Services<br />Custom Application Development<br />Software Product<br />Mekko Graphics advanced charting software<br /><ul><li>Roots in academia (MIT, Harvard, BU)</li></li></ul><li>Chris McNulty<br /><ul><li>KMA SharePoint Practice Lead/Manager
    • 5. Working with SharePoint technologies since 2000/2001
    • 6. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
    • 7. MBA in Investment Management from Boston College Carroll School of Management
    • 8. Write and speak often on Microsoft IW technologies (blogs & books)
    • 9. Microsoft MCSE/MCTS/MSA/MVTSP
    • 10. Hiking, cooking, playing guitar, colonial history, photography
    • 11. My family: Hayley, three kids (16, 7, 4) and my dog Stan</li></li></ul><li>
    • 12. Goals, Terms & Surrounding Technology<br />Complexity Levels of These Solutions<br />Technology Overview and Demos<br />Simple List and Chart<br />Excel Services<br />Power Pivot<br />Pivot<br />BCS & SQL Server Reporting Services (SSRS)<br />Performance Point 2010<br />Mapping<br />Summary<br />Resources<br />Question and Answer Period<br />Contact Information<br />Agenda<br />
    • 13. Microsoft SharePoint Server 2010 … the bright frontier<br />Eastern Long Island, July 4, 2010<br />
    • 14. 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 />
    • 15. The carousel paradox…<br />
    • 16. 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 />Terms<br />
    • 17. Complexity Levels of These Solutions<br />Cost<br />Time<br />
    • 18. SharePoint BI Evolution<br />
    • 19. Native to SharePoint (Web Part)<br />Code-free solution – uses web part and native lists<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 />SharePoint Charting<br />
    • 20. DEMO – Chart Web Part<br />
    • 21. World’s #1 BI tool<br />Render data, charts, interface using native Excel components (e.g. Slicers) without Excel 2010 on all clients<br />Data stored in Excel; SharePoint hosts a presentation layer using Excel Services<br />Native SharePoint Status Indicators (KPIs) <br />Can also work with lists<br />Use when users are skilled in Excel modeling and charting and data lives in spreadsheets<br />Excel Services<br />
    • 22. “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 />PowerPivot<br />
    • 23. 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 />PowerPivot<br />
    • 24. DEMO - PowerPivot<br />
    • 25. “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 />Pivot<br />
    • 26. DEMO - Pivot<br />
    • 27. Read write access to external data sources in SP2010 (aka Business Data Connectivity)<br />Pull data into SharePoint<br />Push data into external sources<br />Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)<br />Configured in 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 />Business Connectivity Services<br />
    • 28. “Code free” integrated solution (with SQL 2008 R2)<br />(can also use Business Intelligence Developer Studio)<br />SharePoint integrated mode preferred<br />Export contents to Excel, Word, etc.<br />Reuse in SharePoint and Performance Point Dashboards<br />Use when some reports are printed, multipage, etc.<br />SQL Server Reporting Services (SSRS)<br />
    • 29. Formerly 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 />Windows Azure DataMarket<br />
    • 30. Dashboard Designer (browser downloadable) <br />Integrates Excel Services, SSRS, and Performance Point Elements<br />Sophisticated self service modeling via 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 />Use when data structures are stable and modeling skills are at least moderate (dimensions, facts)<br />Quick tip: don’t fear SSAS! If you have Project Server you already have cubes<br />PerformancePoint 2010<br />
    • 31. 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 />Use when data structures are stable and modeling skills are at least moderate (dimensions, facts)<br />Quick tip: don’t fear SSAS! If you have Project Server you already have cubes<br />PerformancePoint 2010<br />
    • 32. DEMO – PerformancePoint<br />
    • 33. 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 & disruption resolution<br />Custom Web Part or Self Service SSRS<br />Mapping<br />
    • 34. Mapping<br />
    • 35. DEMO - Mapping<br />
    • 36. Engineering<br />BCS<br />SSA: Secure Store<br />PerformancePoint<br />SQL: Analysis Services<br />RSInt<br />Performance Point<br />Secure Store<br />Excel Services<br />OWA<br />PowerPivot <br />RS<br />SQL 2008 R2 & SP Farm Installation<br />
    • 37. Engineering<br />
    • 38. Summary<br />
    • 39. 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 />
    • 40. From Microsoft:<br />Business Intelligence: http://www.microsoft.com/bi/<br />SharePoint 2010 site: http://sharepoint.microsoft.com<br />SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx<br />BI Blog: http://blogs.msdn.com/b/bi/<br />From KMA (www.kma-llc.net)<br />Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)<br />White papers, blogs, presentations, news, and events<br />From Me<br />SPSTCDC – Managed Metadata and Taxonomies 3:00pm CN117<br />New Jersey SharePoint User Group September 14 (Business Intelligence)<br />SharePoint Saturday NH – September 24, 2011 (Business Intelligence)<br />KMWorld DC October 2011 (IT)<br />Resources - General<br />
    • 41. Bing Developer Center & 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 />Resources: Mapping<br />
    • 42. Microsoft Live Labs Pivot site<br />http://www.microsoft.com/silverlight/pivotviewer/<br />Viewer control for Silverlight:<br />http://www.silverlight.net/learn/pivotviewer/<br />Pivot Collection Gallery: http://www.getpivot.com/collections/<br />Resources: Pivot<br />
    • 43. <ul><li>Questions?
    • 44. Evaluations
    • 45. Contact Me
    • 46. Prizes! Follow @kmallc for the code word!</li></li></ul><li>Thanks to Our Other Sponsors!<br />Thanks to our Sponsors<br />
    • 47. Chris McNulty<br />Email cmcnulty@kma-llc.net<br />Blog http://blogs.kma-llc.net/microknowledge<br />Twitter: @cmcnulty2000<br />LinkedIn:http://www.linkedin.com/in/cmcnulty<br />Evaluations<br />http://app.fluidsurveys.com/s/spstc2011-Sat-S2B-104<br />More sessions<br />SPSTCDC – Managed Metadata and Taxonomies 3:00pm CN117<br />Follow @KMALLC<br />Thank you…<br />
    • 48. Session Evaluation<br />Please complete and turn in your Session Evaluation Form so we can improve future events. Survey can be filled out at:<br />http://app.fluidsurveys.com/s/spstc2011-Sat-S1A-101<br />Presenter: Chris McNulty & Mike Gilronan<br />Session Name: A Decade of SharePoint Adoption<br />Session No.: S1A-101<br />

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