Tutorial: (Additional Slides) Business Intelligence: Making the Right Choices by Pete…
Peter SerzoSPTECHCON – San Francisco March 2013
Peter Serzo, MCP, MCSD .Net, MCTS High Monkey Consulting Blog: monkeyblog.highmonkey.com www.highmonkey.com PSerzo@highmonkey.com Twitter: pserzo Author Love to read and Love a Good Story
Session Expectations What are the tools What we are NOT talking about… • Security
Microsoft Believes People Are Your Companys Greatest Asset …with software that Amplify the talent and delivers the scale, abilities of everyone in agility, and protection the organization… required by the enterprise.
The Productivity Challengeenterprise search presence voicemail team sites collaboration innovation storage workflow e-forms scalability dashboardsextranet instant messaging security content management managementportals project scorecards taggingblogs and wikis mobility e-mail governance and compliance VoIP business intelligence cloud computing
The Multiple vendors for multiple products that Productivity Challenge run various business processes.enterprise search LOTUS DOCUMENTUM presence team sites IBM voicemail storage innovation collaborationAUTONOMY ORACLE workflowextranet e-forms SIEBEL GROUPWISE scalability dashboards CISCO instant messaging security GOOGLE content management managementportals SAP APACHE project scorecards tagging SALESFORCE.COM COGNOSblogs and wikis mobility e-mail FACEBOOK and compliance governance LINUX VoIP business intelligence FILENET OPENTEXT cloud computing
Microsoft’s Vision for OptimizingProductivity enterprise search LOTUS DOCUMENTUM presence team sites IBM Online Service voicemail On-Premises storage innovation collaborationAUTONOMY ORACLE workflowextranet e-forms SIEBEL GROUPWISE scalability dashboards CISCO instant messaging security GOOGLE content management managementportals SAP APACHE project scorecards tagging SALESFORCE.COM COGNOSblogs and wikis mobility e-mail FACEBOOK and compliance governance LINUX VoIP business intelligence FILENET OPENTEXT cloud computing
Most Broadly adopted Productivity & Collaboration SharePoint SharePoint Excel PowerPivot ToolsDashboards & Scorecards Collaboration Workbooks Applications Analysis Reporting Services Services Most widely deployed EIM & BI Platform Integration Master Data Services Services LOB Odata Apps Feeds
Delivering business agility and innovation to gain strategic value out of your information MISSION CRITICAL DEVELOPER & IT PERVASIVE INSIGHT PLATFORM PRODUCTIVITYMicrosoft Confidential—Preliminary Information Subject to Change
SQL Server Integration Services (SSIS) Provides functionality commonly referred to as Extract, Transform, Load (ETL). Moves and transforms data between sources and destinations, regardless of format. Cleanses data and ensures data integrity. Integrates heterogeneous data sources. Business Intelligence Platform Analysis Services Reporting Services SQL 2008 R2 Integration Services Database ManagementSource: 2007 Microsoft® Office System Business Intelligence Integration, White Paper, February 1, 2007, Anthony T. Mann 23
SQL Server Analysis Services (SSAS) Allows for Online Analytical Processing (OLAP), commonly referred to as “cubes”. Includes advanced analytical features such as complete data mining and key performance indicator frameworks. Enables organizations to accommodate multiple analytic needs within one solution. Business Intelligence Platform Analysis Services Reporting Services SQL 2008 R2 Integration Services Database Management http://www.dotnetspark.com/kb/2704-key-performance-indicator-using-ssas-sharepoint.aspx 24
Chart Web PartShortcoming: Bind to data. No dynamic on the fly changes.
KPIs aka Status Indicator Performance at a glance… Status List Web Part Indicator Types (SPList, Excel based, SSAS based, Fixed value)http://www.dotnetspark.com/kb/2704-key-performance-indicator-using-ssas-sharepoint.aspx
Reporting Services Managed Reporting Pixel Perfect Layout and Design Report Builder and Part Gallery Integration with SharePoint
SSRS VisualizationMaps Data Bars Indicators Sparklines
Report Builder 3.0 Ships with SQL Server 2008 R2 Targeted at Business Users - Use instead of BIDS Windows application that can be installed By an administrator, or By ClickOnce deployment by the business user Presents a familiar Office-style experience and wizards Can be used to: Create ad hoc reports, or create and modify catalogued reports
New Report Builder 3.0 Features Creation and consumption of Shared Datasets and Report Parts Data Sources: SharePoint Lists, SQL Azure, … Data Visualizations Design-time credentials to create queries Subreports and images
Visio Services Features Refreshable DataRecordSets SQL (7.0 – 2008) SharePoint Lists Excel Services OLE DB / ODBC Does not support Access / Excel (JET & ACE) SQL Analysis Services or Reporting Services Uses Cache
Visio is not suitable for showingVisio Tweetable data which changes quickly. It is best for process related itemsWhy?Individual row of data is bound to an individual shape. There is no way in Visio 2010 to bind a variable number of rows to a diagram and get it to generate the appropriate number of shapes on the fly.
Bonus Visio Tweetable Visio is best scaled via WFE. Not by creating another SA.Why?Microsoft tests documented in Visio Services Capacity Planning document.
CONTENT STORAGE Dashboard Designer connectivity – no more application Database database Lists Contains dashboard definitions, reports, scorecards, filters, KPIs, and indicators Document Libraries Contains “exported” dashboards (.aspx) and data sources Using SharePoint vs. Dashboard Designer to modify dashboards
Dashboard Designer Business User Tool Windows application that can be installed By an administrator, or By ClickOnce deployment by the business user Presents a familiar Office-style experience and wizards
Excel Servicesbut it’s really Excel Calculation Services (ECS_ Sharing spreadsheets through the browser… Collaboration in the Web App
ECS Tweetable ECS is best scaled out with another service instanceWhy?Microsoft tests say ECS is not particularly hard on the SQL Server instance running SharePoint Server 2010, as the workbook is read as a binary blob from SharePoint Server 2010 and placed in memory on the ECS tier. CACHE
PowerPivot Columnar, in-memory; handles millions of fact rows Self-service: integrates with Excel and SharePoint Uses DAX SharePoint models compatible with SSAS clients, including SSRS and Excel Client is free Server free with SQL Server 2008 R2 and SharePoint 2010 Enterprise PP technology is strategic to MS going forward