BI Analysis & Delivery Options in SharePoint

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Duane Schafer – Microsoft BI Practice Manager at Perficient answers the question, "How do I decide which technology to give to a specific user group?” Delivery options include: Traditional BI, Self-service BI, Collaboration and Management

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BI Analysis & Delivery Options in SharePoint

  1. 1. Microsoft BI Practice presents: BI Analysis & Delivery Options in SharePoint
  2. 2. <ul><li>Introduction </li></ul><ul><li>Problem Statement </li></ul><ul><li>Analytical and Delivery options </li></ul><ul><li>Visualization Frameworks </li></ul><ul><li>BI Component Live Demo </li></ul><ul><li>Recap </li></ul>Agenda
  3. 3. Introduction <ul><li>Duane Schafer – Microsoft BI Practice Manager at Perficient </li></ul><ul><ul><li>National traveling BI practice within Microsoft Competency Center </li></ul></ul><ul><ul><li>Over 15 years of technical implementation and architecture experience </li></ul></ul><ul><ul><li>B.S. Computer Science, MBA with DSS emphasis </li></ul></ul><ul><ul><li>Primary industry experience: </li></ul></ul><ul><ul><ul><li>Sales/Marketing, Energy, Healthcare </li></ul></ul></ul><ul><ul><li>Experience with Microsoft, Oracle, Cognos, Business Objects, Tableau </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul>
  4. 4. Audience Poll <ul><li>Who is leveraging SharePoint 2010 BI? </li></ul><ul><li>Who is planning an upgrade to SharePoint 2010? </li></ul><ul><li>Business vs. IT </li></ul>
  5. 5. BI the umbrella term – What does it imply?
  6. 6. BI the umbrella term – What does it imply?
  7. 7. Problem Statement <ul><li>“ OK, so I have all of this data, and I have all of these tools. </li></ul><ul><li>Now what?” </li></ul><ul><li>“ PerformancePoint? Pivot Tables? Puff Daddy? PowerPivot?” </li></ul><ul><li>“ How do I decide which technology to give to a specific user group?” </li></ul>
  8. 8. Analytical & Delivery Options <ul><li>Traditional BI </li></ul>Self-service BI Collaboration and management ‘ Flavors’ of self-service… Definition?
  9. 9. Analytical & Delivery Options <ul><li>Traditional BI </li></ul>Management? Power Users? New Users? Reports with drill through? Reports with dashboards? Dashboards or Scorecards? Pivot Tables or Cubes? Excel Cubes in memory?
  10. 10. Visualization Framework Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis
  11. 11. Visualization Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis
  12. 12. Visualization (Capability) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis
  13. 13. <ul><li>Demo Time! </li></ul>
  14. 14. Audience Checkpoint
  15. 15. Visualization (Usage) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis
  16. 16. Visualization (Usage) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis
  17. 17. Visualization (Usage) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis
  18. 18. Visualization (Usage) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis
  19. 19. Visualization (Usage) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis
  20. 20. Visualization (Usage) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis
  21. 21. Flavors of Self-Service SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis
  22. 22. Points of Confusion <ul><li>Report from a DW or cube? </li></ul><ul><ul><li>Some visualizations need a cube to work </li></ul></ul><ul><ul><li>Drill-downs and cross-drilling is inherent to cubes (no extra coding is needed) </li></ul></ul><ul><ul><li>Don’t build Time Intelligence into the DW, use TI functions in PPS </li></ul></ul><ul><li>KPI’s </li></ul><ul><ul><li>Build in cube or PerformancePoint? </li></ul></ul><ul><li>Pivot Table vs. PowerPivot? </li></ul><ul><li>Is PowerPivot a cube? </li></ul>
  23. 23. <ul><li>Approach SharePoint BI decisions with frameworks: </li></ul><ul><ul><li>Capability – What are my users capable of using? </li></ul></ul><ul><ul><li>Usage – What are they likely to use? </li></ul></ul><ul><li>‘ Flavors’ of self-service </li></ul><ul><li>Points of confusion </li></ul><ul><ul><li>Responsibility of BI Architect </li></ul></ul>Recap

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