2. Mark Macrae
mark@id-live.com @m_macrae
• MCTS SharePoint/BI
• Intelligent Decisioning Ltd
• 7 Yrs SharePoint Project Experience
• SUGUK
Outside SharePoint…Football Coach, Krav
Maga, West Ham (shhh)
3. Agenda or Summary Layout
• Microsoft Vision
• A Little History
• Toolkit for 2010
• Tactical
• Operational
• Enterprise
4. Microsoft’s Vision
Overview
Delivered through a familiar
environment
Integrated into business collaboration
infrastructure
Built on a trusted and extensible
platform
Improving organizations by
providing business insights to all
employees leading to better,
faster, more relevant decisions
5. Microsoft BI Stack - 2006
Overview
Strategic
• SQL Server 2005 (SSAS, SSRS, SSIS)
• Sound foundations
• Acquisition of ProClarity
Tactical
• MS Excel 2003, MS Visio 2003
• SSRS Report Builder 1.0
• Business Scorecard Manager
Operational
• SharePoint 2003
• Poor delivery mechanism Gartner Magic Quadrant (BI) - Jan 2007
6. Microsoft BI Stack - Today
Overview
Strategic
• SQL Server 2008 R2 (SSAS, SSRS, SSIS)
• PerformancePoint Services 2010
• Excel Services 2010
• Power Pivot
Tactical
• MS Excel 2010, MS Visio 2010
• SSRS Report Builder 3.0
• PPS Dashboard Designer
• Chart Web Parts
Operational
• SharePoint 2010
Gartner Magic Quadrant (BI) - Jan 2010
7. Everyday tools – Excel, Access, Visio
Tools in the Arsenal
By Ease of Deployment
Chart/Map Web Parts
KPI Status Lists
Strategic Data Layer
Controlled, publication of reports
PerformancePoint, SSRS, Power Pivot
Tactical
Operational
Enterprise
8. Tactical Solutions
• Scope
• Single User
• Team
• Data Sources
• Mixture (SP Lists, Excel, SQL)
• Generally local
• Setup
• Quick, simple
• Cost
• Mixture, but look out for freebies
9. Chart Web Part
What can it do?
• Enterprise
• Connect to data from
• SP List
• BCS
• Excel
• Another WebPart
• Extensive design options
• Cannot Roll Up and chart
counts
10. Google Chart API
• Free Web Parts (check
licensing)
• Requires Internet
Connection to setup
• Web Parts available
which connect to SPLists
• Simple design options
• Can Roll Up (count, sum
etc)
11. Status Lists
In a nutshell
• KPI Lists in 2007
• Lightweight Scorecard
• Connect to
• SP Lists
• Excel
• Analysis Services
• Actual, Goal, Thresholds
12. Operational Solutions
Everyday Tools (Excel, Visio, Access)
• Scope
• Single User
• Team
• Enterprise
• Data Sources
• SP Lists, Excel, Access
• SQL Server / OLEDB / ODBC
• Setup
• As simple or complex as you wish
• Cost
• Enterprise Licenses
• Infrastructure, Server Power
13. Visio Services
• Only author requires Visio client
• Pictorial representation e.g.
• Network Diagrams
• Maps, plans
• Flow chart / workflow / project plans
• Hook up to data from:
• SP Lists, Excel, Access, ODBC, SQL
• Selective usage
14. Excel Services
• Most popular tool for BI
• Most feature rich product
• Most versatile
• Excel Services Enterprise Only
• Most data sources
15. Enterprise Solutions
Strategic Tools for Mature Data Sources
• Scope
• Team / Enterprise
• Data Sources
• SP Lists, Excel, SQL, ODBC
• Analysis Services OLAP Cubes
• Setup
• Well structured Data Warehouse / OLAP is key
• Actual report building straightforward
• Cost
• Enterprise Licenses
• Infrastructure, Server Power
16. PerformancePoint Services
• Primarily OLAP Cube Browser
• Interactive, Exploratory
• Supplementary data analysis
• Avoid ODBC/Flat Data Sources
• Limited Customisations (SDK?)
• Configuration much easier
17. SQL Reporting Services
• Print Quality Reports
• ‘Hot link’ to sub reports
• Geospatial mapping
• 2008 R2 Supports SP Lists
natively
• OLAP Cube Query Builder
• Report Parts for centralised
core
• Workflow, Document
Management
• Report Builder 3.0
• Foundation
18. Power Pivot
• SQL 2008 R2
• Excel Add-In
• Large data sets (millions of rows)
• High spec client machines
• Self serve cube building
• Complex Setup
• Niche tool
19. Summary
*Options available for customisation
Setup Customise* Cost Scope Training
Chart Parts
Status Lists
Excel
Visio
PPS
SSRS
Power Pivot
