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BI Analysis & Delivery Options in                      SharePoint           SharePoint Fest Chicago                       ...
Today’s Agenda•   Introduction•   Problem statement•   Analytical and delivery options•   Visualization frameworks•   BI c...
Introduction•   Duane Schafer – Microsoft BI Practice Manager at Perficient    – National traveling BI practice within Mic...
Audience Poll•   Who is leveraging SharePoint BI?•   Who is planning an upgrade to SharePoint 2010?•   Who is on Business ...
BI Umbrella Term—What Does it Imply?
BI Umbrella Term—What Does it Imply?
Problem Statement•   “OK, so I have all of this data, and I have all of these tools.    Now what?”•   “PerformancePoint? P...
Delivery / Analytical Options Traditional BIIT gathers        IT builds          IT builds          IT builds   Data      ...
Analytical & Delivery Options Traditional BIIT gathers        IT builds        IT builds     IT builds   Data            c...
Visualization Framework                                                           Strategic / Operational                 ...
Visualization Framework                                                              Strategic / Operational              ...
Visualization (Capability) Framework                                                              Strategic / Operational ...
Demo Time!
Audience Checkpoint
Visualization (Usage) Framework                                                              Strategic / Operational      ...
Visualization (Usage) Framework                                                              Strategic / Operational      ...
Visualization (Usage) Framework                                                              Strategic / Operational      ...
Visualization (Usage) Framework                                                              Strategic / Operational      ...
Visualization (Usage) Framework                                                              Strategic / Operational      ...
Visualization (Usage) Framework                                                              Strategic / Operational      ...
Flavors of Self-Service                                                            Strategic / Operational                ...
Points of Confusion•   Report from a DW or cube?    – Some visualizations need a cube to work    – Drill-downs and cross-d...
Recap•   Approach SharePoint BI decisions with frameworks:    – Capability—what are my users capable of using?    – Usage—...
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Perficient Business Intelligence Analysis and Delivery Options in SharePoint

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Learn about analytical and delivery options, visualization frameworks, for business intelligence via Microsoft SharePoint in this presentation by Perficient's Senior Technical Architect, Duane Schafer. You'll also see a demo of SharePoint's BI component.

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Transcript of "Perficient Business Intelligence Analysis and Delivery Options in SharePoint"

  1. 1. BI Analysis & Delivery Options in SharePoint SharePoint Fest Chicago July 2011
  2. 2. Today’s Agenda• Introduction• Problem statement• Analytical and delivery options• Visualization frameworks• BI component live demo• Recap
  3. 3. Introduction• Duane Schafer – Microsoft BI Practice Manager at Perficient – National traveling BI practice within Microsoft Competency Center – Over 15 years of technical implementation and architecture experience – B.S. Computer Science, MBA with DSS emphasis – Primary industry experience in Sales/Marketing, Energy, Healthcare – Experience with Microsoft, Oracle, Cognos, Business Objects, Tableau• Duane.schafer@perficient.com
  4. 4. Audience Poll• Who is leveraging SharePoint BI?• Who is planning an upgrade to SharePoint 2010?• Who is on Business side vs. IT?
  5. 5. BI Umbrella Term—What Does it Imply?
  6. 6. BI Umbrella Term—What Does it Imply?
  7. 7. Problem Statement• “OK, so I have all of this data, and I have all of these tools. Now what?”• “PerformancePoint? Pivot Tables? Puff Daddy? PowerPivot?”• “How do I decide which technology to give to a specific user group?”
  8. 8. Delivery / Analytical Options Traditional BIIT gathers IT builds IT builds IT builds Data cubes reports dashboards Self-service BI ‘Flavors’ of self-service… Definition? Business performs Business gathers and models data analysis Collaboration and management Business shares / Business & IT manage
  9. 9. Analytical & Delivery Options Traditional BIIT gathers IT builds IT builds IT builds Data cubes reports dashboards Reports with drill through? Reports with dashboards? Dashboards or scorecards? Pivot tables or cubes? Excel cubes in memory? New Users? Power Users? Management?
  10. 10. Visualization Framework Strategic / Operational Monitoring Free-form exploration Tactical AdvancedBusiness Visibility / Value Analysis Analysis Controlled Self-service ad-hoc analysis analysis Predictive Tactical Analysis Messaging Subscription- Problem based reports modeling Degree of Power User
  11. 11. Visualization Framework Strategic / Operational Monitoring Free-form exploration Tactical AdvancedBusiness Visibility / Value Analysis Analysis Controlled Self-service ad-hoc analysis analysis Predictive Tactical Analysis Messaging Subscription- Problem based reports modeling Predixion PowerPivot Visio Services PerformancePoint Excel Services SSRS SharePoint 2010 Degree of Power User
  12. 12. Visualization (Capability) Framework Strategic / Operational Monitoring Free-form exploration Tactical AdvancedBusiness Visibility / Value Analysis Analysis Controlled Self-service ad-hoc analysis analysis Predictive Tactical Analysis Messaging Subscription- Problem based reports modeling Predixion PowerPivot Visio Services PerformancePoint Excel Services SSRS SharePoint 2010 Degree of Power User
  13. 13. Demo Time!
  14. 14. Audience Checkpoint
  15. 15. Visualization (Usage) Framework Strategic / Operational Monitoring Free-form exploration Tactical AdvancedBusiness Visibility / Value Analysis Analysis Controlled Self-service ad-hoc analysis analysis Predictive Tactical Analysis Messaging Subscription- Problem based reports modeling Predixion PowerPivot Visio Services PerformancePoint Excel Services SSRS SharePoint 2010 Degree of Power User
  16. 16. Visualization (Usage) Framework Strategic / Operational Monitoring Free-form exploration Tactical AdvancedBusiness Visibility / Value Analysis Analysis Controlled Self-service ad-hoc analysis analysis Predictive Tactical Analysis Messaging Subscription- Problem based reports modeling Predixion PowerPivot Visio Services PerformancePoint Excel Services SSRS SharePoint 2010 Degree of Power User
  17. 17. Visualization (Usage) Framework Strategic / Operational Monitoring Free-form exploration Tactical AdvancedBusiness Visibility / Value Analysis Analysis Controlled Self-service ad-hoc analysis analysis Predictive Tactical Analysis Messaging Subscription- Problem based reports modeling Predixion PowerPivot Visio Services PerformancePoint Excel Services SSRS SharePoint 2010 Degree of Power User
  18. 18. Visualization (Usage) Framework Strategic / Operational Monitoring Free-form exploration Tactical AdvancedBusiness Visibility / Value Analysis Analysis Controlled Self-service ad-hoc analysis analysis Predictive Tactical Analysis Messaging Subscription- Problem based reports modeling Predixion PowerPivot Visio Services PerformancePoint Excel Services SSRS SharePoint 2010 Degree of Power User
  19. 19. Visualization (Usage) Framework Strategic / Operational Monitoring Free-form exploration Tactical AdvancedBusiness Visibility / Value Analysis Analysis Controlled Self-service ad-hoc analysis analysis Predictive Tactical Analysis Messaging Subscription- Problem based reports modeling Visio Services Predixion PerformancePoint PowerPivot Excel Services SSRS SharePoint 2010 Degree of Power User
  20. 20. Visualization (Usage) Framework Strategic / Operational Monitoring Free-form exploration Tactical AdvancedBusiness Visibility / Value Analysis Analysis Controlled Self-service ad-hoc analysis analysis Predictive Tactical Analysis Messaging Subscription- Problem based reports modeling Visio Services PerformancePoint PowerPivot Predixion Excel Services SSRS SharePoint 2010 Degree of Power User
  21. 21. Flavors of Self-Service Strategic / Operational Monitoring Tactical AdvancedBusiness Visibility / Value Analysis Analysis Predictive Tactical Analysis Messaging Free-form Modeling Drag & Drop Visio Services PerformancePoint PowerPivot Predixion Excel Services SSRS SharePoint 2010 Degree of Power User
  22. 22. Points of Confusion• Report from a DW or cube? – Some visualizations need a cube to work – Drill-downs and cross-drilling are inherent to cubes (no extra coding is needed) – Don’t build Time Intelligence into the DW, use TI functions in PPS• KPIs – Build in cube or PerformancePoint?• Pivot Table vs. PowerPivot?• Is PowerPivot a cube?
  23. 23. Recap• Approach SharePoint BI decisions with frameworks: – Capability—what are my users capable of using? – Usage—what are they likely to use?• Flavors of self-service• Points of confusion – Responsibility of BI Architect
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