2013-03-28 Dashboard & Web Reporting

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Learn how to create Self Service, web-based reporting. We will demonstrate how to summarize key information and target it toward the users that need it. Keep Project Managers, Grant Manager and key users up to date.

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2013-03-28 Dashboard & Web Reporting

  1. 1. Microsoft SharePoint Overview & Demonstration Thursday, March 28, 2013 March 28, 2013Presenters: Ed McGovern Evette Collins
  2. 2. TOPICS TO COVER SHAREPOINT AND INTEGRATING DATA FROM OTHER SYSTEMS •SQL Reporting Services: Web Reporting •Business Connectivity Services (Formerly BDC) •Excel Services •Performance Point Services2
  3. 3. SQL REPORTING SERVICES COMES WITH SQL SERVER, JUST NEED A WEB SERVER TO INSTALL REAL TIME WEB BASED REPORTING USERS CAN RUN OR SCHEDULE HTML MODE IS DEFAULT WEB BASED DELIVERY SHAREPOINT MODE HAS ALL THE SAME OPTIONS BUT HOUSES REPORTS IN SHAREPOINT3
  4. 4. TIE THEM TOGETHER KEEP IT SIMPLE SIMPLE DASHBOARDS IN SHAREPOINT •Utilize SQL Reporting Services •Utilize Business Data drill downs KEY PERFORMANCE INDICATORS •SharePoint has flexible web parts that allow you to create indicators based on any data source available to SharePoint. •You determine good and bad criteria.4
  5. 5. EXCEL SERVICES BASED ON EXCEL FROM OFFICE 2010. WEB BASED STORAGE AND DELIVERY OF EXCEL FILES. PIVOT TABLES: USES PIVOT TABLES AS A BASIS ANALYSIS SERVICES: USES DIRECT LINKS TO BUILT INTO THE EXCEL FILE TO DRILL DOWN INTO ANALYSIS SERVICES (DATA CUBE IN SQL)6
  6. 6. PERFORMANCE POINT SERVICES PERFORMANCE POINT SERVICES ARE •Rich set of tools to create dashboards that are very interactive •Need SQL 2008 and greater (Analysis Services) •Feature rich toolset to create dashboards quickly7
  7. 7. SHAREPOINT: ITS NOT JUST FOR COLLABORATION ANY MORE. SHAREPOINT HAS DIFFERENTIATED ITSELF FROM OTHER COLLABORATION / PORTAL TOOLS BUT INTEGRATING ITS KEY ANALYSIS TOOLS: EXCEL, SQL AND SSRS WITH EASY TO CREATE DRILL DOWNS INTO DATA. •Makes it easier to make SharePoint your focus point of the organization8
  8. 8. DEMONSTRATION9
  9. 9. NEXT STEPS – SHAREPOINT ASSESSMENT REVIEW OF REQUIREMENTS IDENTIFY ALTERNATIVE DESIGNS SHAREPOINT SITE(S) LAYOUT SHAREPOINT ASSESSMENT10
  10. 10. QUESTIONS?11

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