Business Intelligence Options in SharePoint 2010<br />Presented by Colin Spence<br />Convergent Computing<br />
Agenda<br />BI Overview <br />Excel and Excel Services<br />PerformancePoint<br />Business Connectivity Services<br />PowerPivot<br />Summary<br />Note: Most examples shown in the slides are included in full detail in the SharePoint Server 2010 Unleashed book soon to be available from Sams Publishing: http://www.amazon.com/Microsoft-SharePoint-2010-Unleashed-Michael/dp/0672333252/ref=sr_1_2?s=books&ie=UTF8&qid=1284408032&sr=1-2 <br />
Colin Spence <br /><ul><li>Partner and Senior Consultant at Convergent Computing (CCO)
Co-author of SharePoint 2010 Unleashed, SharePoint 2007 and 2003 Unleashed and Teach Yourself SharePoint 2003 in 10-Minutes
Contributing author to numerous other Technology and Project Management books
Specialist in SharePoint strategy planning, architecture design, environment implementation, and end user training
Presenter at TechEd, Microsoft webcasts, SF SharePoint User Groups, Penton Media Seminars
Fair weather Network World blogger and DevX article contributor</li></li></ul><li>Convergent: Company Overview <br /><ul><li>Located in the San Francisco Bay Area and in business for over 24 years, Convergent Computing has 65+ Consultants on staff and is recognized as an industry leader in Microsoft SharePoint Server 2007 solutions
As a Microsoft Gold Certified Partner, CCO has extensive experience and expertise in numerous Microsoft technologies
CCO consultants have written best-selling books on many Microsoft technologies including "SharePoint Server 2007 Unleashed", and “SharePoint Server 2003 Unleashed.”
CCO has been recognized by Microsoft for our excellence in delivery:
NorCal District General Manager’s Award (2008)
Most Valuable Partner - Microsoft West Region (2006)
Top Regional Partner - Customer Satisfaction (2006)
CCO is a Public Utility Commission "Clearinghouse" Minority Business Enterprise (MBE) registered vendor. </li></li></ul><li>Defining BI in the Organization<br /><ul><li>Key pieces of information used to support business decisions
Can be analytical, measurable data, anecdotal information, or factual details
Can be used by people at many different levels of an organization
Excel, Excel Services, PerformancePoint, BCS, PowerPivot… other?</li></li></ul><li>What Gartner is Saying about BI<br /><ul><li>Growing bifurcation of stack vs. departmental buying
CIOs view BI among their top priorities for improving decision making and the operational efficiencies that drive revenue and profitability
Shift from measurement to analysis, forecasting and optimization
Economic conditions driving interest in low-cost alternatives
BI platforms will remain one of the fastest growing software markets
BI SaaS adoption is low today but will grow as more options are available (Microsoft Azure)
Microsoft Office integration is important including support for document types, formulas, data “refresh” and pivot tables
Search-based BI is increasingly important to work with unstructured data</li></li></ul><li>What Gartner is Saying about Microsoft BI<br /><ul><li>Smart moves in BI, and “moving up the food chain” to larger clients and larger deployments
Approval Workflows</li></li></ul><li>Dashboard Example: Third Party<br />Bamboo Solutions Web Parts<br />Data Viewer and Chart Plus<br />$X Per front-end server<br />SharePoint out of the box KPIs<br />
Client/server software architecture/protocol that uses hyperlinks and lets the user access entities (such as ranges and charts) in workbooks using Excel Services through HTTP
Parameter input is possible from SharePoint Excel Web Access web part
Requires defined named cells</li></li></ul><li>Managing Excel Services<br />Many more tools in Central Admin<br />Stsadm commands (such as Add-ecsfiletrustedlocation, Add-ecssafedataprovider) are no longer supported against Excel Services in SharePoint 2010 so PowerShell will be needed<br />
Publishing to Excel Services<br /><ul><li>Example of a spreadsheet with a pivot table
Users can access different tabs, search, save a copy locally for editing, refresh
If Office Web Apps are in use, users CAN edit content!</li></li></ul><li>
Interactivity in Excel Services<br />Limited if Office Web Apps not in use with the exception of parameter input.<br />Requires the naming of a cell in Excel, publish to SharePoint then users can input values<br />Doesn’t change Excel data, so more for “what if” scenarios<br />
Choose Business Intelligence Center site template</li></li></ul><li>Dashboard Designer<br /><ul><li>Integrated tool for PerformancePoint dashboard creation
Dashboard Designer is the client interface for building PerformancePoint reports and scorecards.
It provides a drag-and-drop interface for creating the dashboards, scorecards, reports, and Key Performance Indicators (KPIs)
It enables business users to build reports without having to do any programming</li></li></ul><li>Creating Dashboards in Dashboard Designer<br />Data Connections: <br />SQL Server Analysis Services<br />Excel components from either Excel Services or Excel Workbooks<br />SharePoint Lists <br />SQL Server tables<br />Select KPI Indicators<br />Showing status <br />Green, Yellow, Red<br />Targets vs. Actuals<br />Showing Progress<br />
Creating a Scorecard in Dashboard Designer<br /><ul><li>A set of KPIs are grouped together to form a scorecard. Examples include:
Sales volumes, with specific KPIs for each region
Capacity utilization, with factories making up the individual KPIs
Number of safety incidents, with per-plant line items
Customer service complaints, based on product line
Microsoft: Based on Analysis Services, which requires that you have a corresponding data source based on SQL Server Analysis Services.
Standard: Enables you to create either a blank or fixed value scorecard. These two options enable you to add KPIs created and manually added to your workspace.
Tabular: Contains several options for creating KPIs based on various table-centric data sources. Like the Analysis Services scorecard, selection of any of the scorecards in this category requires you to have a data source based on the corresponding KPI type.</li></li></ul><li>PerformancePoint Report Options<br /><ul><li>Reports can be of several different varieties, each of which requires you to have a corresponding data source of the same type:
Analytic Chart: Interactive charts, based on OLAP cube data, such as SQL Server Analysis Services, can be in bar, line and pie chart format.
Analytic Grid: Also based on data from OLAP cubes, Analytic grids display rows and columns of processed data.
Excel Services: Allows for views of any components from Excel Services.
KPI Details: View detailed information about any KPI line item.
ProClarity Analytics Server Page: Create a reference to an existing ProClarity Analytics server page.
Reporting Services: Reference an existing report from SQL Server Reporting Services.
Strategy Map: Create a strategy map report that is connected to a scorecard by using Microsoft Office Visio 2007 or 2010.
Web Page: Create a reference to an existing web page</li></li></ul><li>Creating Reports in Dashboard Designer<br />
Putting it all together in a Dashboard<br /><ul><li>From Dashboard Designer
In the Details pane, expand Scorecards, and expand PerformancePoint Content. Drag the Product Sales scorecard into one of the dashboard zones.
In the Details pane, expand Reports, and expand PerformancePoint Content. Drag AdventureWorks Sales Chart onto the other zone.
In the Workspace Browser, right-click on Product Sales Dashboard, and select Deploy to SharePoint.
Select one of the master page options, and click OK.
After the deployment is complete, the dashboard page launches in Internet Explorer.</li></li></ul><li>
BCS<br /><ul><li>Newest iteration of the good ole Business Data Catalog (BDC) from SharePoint 2007
In SharePoint 2007 BDC definitions of entities required third-party tools
BDC Metaman from Lightning Tools and MOSS BDC Design Studio from Simego
In SharePoint 2010 Visual Studio 2010 and Designer 2010 provide built-in BCS dev tools</li></li></ul><li>External Content Types<br /><ul><li>Definition: an entity whose underlying data exists external to SharePoint.
Is a SharePoint content type and has a set of attributes or columns.
Using BCS, external content types can be defined and made available for consumption within SharePoint.
Operations available with External Content Types:
Create Operation: Add a new record to a table