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Data Visualization in SharePoint and Office 365

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Data Visualization in SharePoint is the ability to use appropriate tools to cultivate and present data in an interactive and compelling visual representation by way of dashboard, report or chart. Although a number of data visualization tools are available, many organizations continue to struggle with making the best decisions regarding which tools to leverage and how data should be displayed. Common challenges include the proliferation of different screen types and sizes, the rapid pace of change in Microsoft’s Business Intelligence arena, and the abundance of excess data.

In this roundtable we will provide insight into the SharePoint and Microsoft BI stack and clarification on the data visualization options available. We will cover Power BI, Power Pivot, Datazen, and out-of-the-box solutions to name a few. We will also conduct a visual analysis demo on a mobile device and show rapid results with no code solutions.

Published in: Data & Analytics
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Data Visualization in SharePoint and Office 365

  1. 1. Data Visualization in SharePoint Antonio Maio Protiviti - Senior SharePoint Architect & Senior Manager Microsoft SharePoint Server MVP Email: Antonio.maio@protiviti.com Blog: www.trustsharepoint.com Slide share: http://www.slideshare.net/AntonioMaio2 Twitter: @AntonioMaio2
  2. 2. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. About Protiviti Protiviti (www.protiviti.com) is a global consulting firm that helps companies solve problems in finance, technology, operations, governance, risk and internal audit, and has served more than 60 percent of Fortune 1000® and 35 percent of Fortune Global 500® companies. Protiviti and our independently owned Member Firms serve clients through a network of more than 70 locations in over 20 countries. We also work with smaller, growing companies, including those looking to go public, as well as with government agencies. Named one of the 2015 Fortune 100 Best Companies to Work For®, Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI). Founded in 1948, Robert Half is a member of the S&P 500 index. • 3,000 + professionals • Over 20 countries in the Americas, Europe, the Middle East and Asia- Pacific • 70+ offices • Our revenues: US $ 624.2 M 2014 2
  3. 3. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Protiviti SharePoint Offerings 3
  4. 4. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. • It rises twice a year • Peaks once before Easter and two weeks before Christmas • It has a mini-peak every Monday and flattens out over the summer? Guess this Dataset… David McCandless - TED 4
  5. 5. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Peak Times that Couples Breakup 5 (According to Facebook Status Updates)
  6. 6. Why are we here?
  7. 7. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Let’s start again…Guess this Dataset 7
  8. 8. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. The table is not as impactful as an image! 8 Same Thing - Peak Times that Couples Breakup (According to Facebook Status Updates)
  9. 9. This session is about Impactful Microsoft Visualization Tools
  10. 10. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. We are not discussing… • Shaping the Data - Tools like Power Query, SSIS (SQL Server Integration Services), etc. • How to get the Data • Security • Management of the tools What does Visualization mean? 10 1 What are the right questions to ask? 2 Which tools are available? 3 Right tool, when?
  11. 11. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. • A clear portrayal of complex relationships – Insight in behaviors - not just pictures – It is no longer a function of the specialists • WHY is it IMPORTANT? – Speed - time to value – Empowers business users – Enables self-driven data discovery – IT does what it knows best, you do what you know best What is data visualization? 11
  12. 12. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Power of Visualization 12
  13. 13. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. What is Data Visualization in our Business? Reports Dashboards Pie Charts Graphs Maps 13
  14. 14. Before Selecting a Solution for Visualization 3 Questions Must be Answered
  15. 15. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. 1. What do you want to do with your data? 15
  16. 16. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. 2. Which devices are users consuming the data on? 16
  17. 17. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. 3. Where is your data located? 17
  18. 18. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Microsoft Technologies Supporting Visualization 18
  19. 19. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Right tool, when? Use Cases 1. Excel Pro, SharePoint On Prem 2. SharePoint On Prem, Business Users do Analysis & Discovery 3. SharePoint On Prem, Power users create reports 4. Office 365 & SharePoint On Prem, Cannot have On Prem data in Cloud 5. Office 365, Data On Prem & in Cloud, Multiple devices, Business Users do Data Discovery 6. SharePoint On Prem, Multiple Devices 19
  20. 20. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. I am an Excel pro. I have a lot of data. I have SharePoint on-prem… and I need to provide and share info to many users on Intranet 20 Use Case 1
  21. 21. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Power Pivot 21 I am an Excel pro. I have a lot of data, I have SharePoint on-prem… and I need to provide and share info to many users on Intranet Use Case 1
  22. 22. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. About Power Pivot It is part of the Excel family (add-in) It is not a visualization tool in and of itself. You can build a Pivot table from multiple tables (multiple sources) You can build relationships between these tables in a GUI. Relationships beget Hierarchies which spawn drilling down of data Enables the ability to quickly process millions of records 22
  23. 23. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. I have SharePoint on-prem. I want users to do data analysis and discovery on the intranet (SharePoint 2010/2013) on their own. } 23 Use Case 2
  24. 24. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Power View 24 I have SharePoint on-prem. I want users to do data analysis and discovery on the intranet (SharePoint 2010/2013) on their own. Use Case 2
  25. 25. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. How to build a Power View Visualization… 25
  26. 26. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Use Power View Visualization to… Explore My Data • Interactive • Analyze data • Sort • Filter • Uncover Relationships • Spot Trends • Maps • Images • Prototype 26
  27. 27. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Power Pivot Gallery This is a specialized SharePoint document library, Silverlight-based. Thumbnail previews of PowerPivot report contents Manage data refreshes for PowerPivot workbooks Creation of Power View and Excel reports 27
  28. 28. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. I have SharePoint on-prem, and need to provide reports to business users on my intranet which they will print. I would like power users to be able to create reports. 28 Use Case 3
  29. 29. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. SSRS – SQL Server Reporting Services 29 I have SharePoint on-prem, and need to provide reports to business users on my intranet which they will print. I would like power users to be able to create reports. Use Case 3
  30. 30. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Tiles Line Charts Column & Bar Charts Slicers Data Bars Spark lines 30 KPIs Sample Report Available: http://www.sqljason.com/2013/05/a-sample-ssrs-dashboard-and-some-tips.html
  31. 31. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. I have both Office 365 and SharePoint on-prem, do not have Power View, cannot use my on-prem data in the cloud, but still need to do some kind of Visualization. 31 Use Case 4
  32. 32. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Javascript Library D3.js } 32 Use Case 4 I have both Office 365 and SharePoint on-prem, do not have Power View, cannot use my on-prem data in the cloud, but still need to do some kind of Visualization.
  33. 33. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. D3.js (Data Driven Documents) D3.js is a JavaScript library for manipulating documents based on data. D3 helps you bring data to life using HTML, SVG, and CSS. D3’s emphasis on web standards gives you the full capabilities of modern browsers without tying yourself to a proprietary framework. 33
  34. 34. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. I am using Office 365, have my data on-prem and want users to be able to use different devices to do data discovery on the data. I want the users to do create these “reports”. On-Premise 34 Use Case 5
  35. 35. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Power BI 35 I am using Office 365, have my data on-prem and want users to be able to use different devices to do data discovery on the data. I want the users to do create these “reports”. Use Case 5
  36. 36. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Power BI 36 • Works with One Drive • Advanced formatting • Ask your data questions • Built in d3.js
  37. 37. DEMO: Power BI
  38. 38. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. I have on-prem SharePoint, the data is in lists and need to create responsive dashboards that work on many different devices. I want my users to create and consume these. On-Premise 38 Use Case 6
  39. 39. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. 39 I have on-prem SharePoint, the data is in lists and need to create responsive dashboards that work on many different devices. I want my users to create and consume these. Use Case 6
  40. 40. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Datazen is about analysis, automatically responsive, easy to build and has the philosophy of DESIGN FIRST 40
  41. 41. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Datazen and Mobile BI 41 • Beautiful visualizations • Create once - publish to any device • Native apps for all platforms • Feature parity across iOS, Android, Windows 8 • Perfect scaling to any form factor • Encrypts data: server, in transit, on devices • Supports Custom branding • Social – Share comments on dashboards
  42. 42. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Datazen Publisher is a touch based designer 42
  43. 43. DEMO: Datazen Publisher
  44. 44. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. In Closing • There is no “One Size Fits All” in BI space • Different tools fit different needs • Connect, Learn, Collaborate, Grow • Business users make the right decisions the right insights 44
  45. 45. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. 45 Thank you!
  46. 46. © 2015 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Vet. CONFIDENTIAL: This document is for your company's internal use only and may not be copied nor distributed to another third party. Confidentiality Statement and Restriction for Use This document contains confidential material proprietary to Protiviti Inc. ("Protiviti"), a wholly-owned subsidiary of Robert Half ("RHI"). RHI is a publicly-traded company and as such, the materials, information, ideas, and concepts contained herein are non-public, should be used solely and exclusively to evaluate the capabilities of Protiviti to provide assistance to your Company, and should not be used in any inappropriate manner or in violation of applicable securities laws. The contents are intended for the use of your Company and may not be distributed to third parties. Confidentiality Statement and Restriction for Use This document contains confidential material proprietary to Protiviti Inc. ("Protiviti"), a wholly-owned subsidiary of Robert Half ("RHI"). RHI is a publicly-traded company and as such, the materials, information, ideas, and concepts contained herein are non-public, should be used solely and exclusively to evaluate the capabilities of Protiviti to provide assistance to your Company, and should not be used in any inappropriate manner or in violation of applicable securities laws. The contents are intended for the use of your Company and may not be distributed to third parties.

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