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A Typical SharePoint BI Project


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My SharePoint User Group session on my experiences of typical SharePoint BI projects.

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A Typical SharePoint BI Project

  1. 1. Mark MacraeIntelligent Decisioning Ltd
  2. 2.
  3. 3. CURRENT GCIT REPORTING SYSTEM (CEO’s OFFICE) -BOARD -DET -FACULTY MGRS PERFORMANCE SCORECARD Excel Excel Workbook Workbook Excel (CFO) (ED ORG CAP) Workbook (Regan’s (ED DIR STUD) Workings) Stored inTotally Excel File Workbook Excel Share (CMO) Workbook FoldersManual (FAVIS) HOURS AND HOURS OF MANUAL EFFORT Copy Variances Update YTD Links Update Pivot Tables Update Operating Statements Check Accounts Copy AHC Data Check Vlookups Update AHC Pivot Table Update FTE Spreadsheets Update FTE Links Add FTE Columns Validate all Data Update AHC/FTE Graph Data 6
  4. 4. BIRS END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONS Information SharePoint Manager Dashboards & Scorecards SharePoint Collaboration Enterprise Data Manager SQL Reporting Services Web Service Web Service Fully SQL Analysis Services Web Service Data CubesAutomated Staging Database & Data Warehouse SQL Server Integration Services 7
  5. 5. Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions Delivered through a familiar environment Integrated into business collaboration infrastructure Built on a trusted and extensible platform
  6. 6. Strategic• SQL Server 2008 R2 (SSAS, SSRS, SSIS)• PerformancePoint Services 2010• Excel Services 2010• Power Pivot• SharePoint 2010Operational• MS Excel 2010, MS Visio 2010• SSRS Report Builder 3.0Tactical• Chart Web Parts Gartner Magic Quadrant (BI) - Jan 2011• Status Lists
  7. 7. Network SQL DBA Guy Data Model SPData Expert Architect Designer Excel Designers SQL Devs Wizard Cube Dev + Substitutes!
  8. 8. THE must accurate trusted wont
  9. 9. Fully understand thesePinpoint a Data Expert for each sourceAccessing data – direct / extractsUser accounts/passwordsImpact on source system
  10. 10. What questions need answering?Designed for ReportingFacts (Numeric answers e.g. Revenue)Dimensions (by Time, by Department etc)Date/Time