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A Simpleton's Guide to Business Intelligence in SharePoint 2010


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A Simpleton's Guide to Business Intelligence in SharePoint 2010

  1. 1. A Simpleton’s Guide to Business Intelligence in SharePoint 2010<br />Chris McNulty<br />KMA<br />
  2. 2. A Simpleton’s Guide to Business Intelligence in SharePoint 2010<br />SharePoint Saturday East BaySeptember 2011Chris McNulty<br />
  3. 3. About Me<br />Working with SharePoint technologies since 2000/2001<br />20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)<br />SharePoint practice lead at KMA<br />Write and speak often on Microsoft information worker technologies (book out this month!)<br />Microsoft MCSE/MCTS/MSA/MVTS<br />BC MBA in Investment Management<br />Hiking, cooking, playing guitar, colonial history, photography<br />My family: Hayley, three kids (15, 6, 3) and my dog Stan<br />
  4. 4. About KMA<br /><ul><li>Full-service IT consulting firm established in 1995
  5. 5. 28 employees: Partner, PM, Analyst, Developer, QA
  6. 6. Industry expertise and focus: Professional Services, Life Sciences & Financial Services
  7. 7. Microsoft technology focus:
  8. 8. Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004
  9. 9. Working with SharePoint technologies since 2001
  10. 10. Specialties in
  11. 11. Collaboration: Portals, Communities and Content Management
  12. 12. Insight: Enterprise Search and Business Intelligence
  13. 13. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)</li></li></ul><li>Agenda<br />Goals, Terms & Surrounding Technology<br />Technology Overview and Demos<br />Simple List and Chart<br />Excel Web Access<br />Power Pivot<br />Business Connectivity Services (BCS)<br />SQL Server Reporting Services (SSRS)<br />Performance Point 2010<br />Summary<br />
  14. 14. Microsoft SharePoint Server 2010 … the bright frontier<br />
  15. 15. Microsoft SharePoint Server 2010 … the bright frontier<br />Eastern Long Island, July 4, 2010<br />
  16. 16. Goals for BI Design<br />Answering the known questions about our business<br />Allowing users to self-discover patterns and answers to questions we haven’t yet been asked<br />
  17. 17. Terms<br />SSRS – SQL Server Reporting Services<br />Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services<br />WCF – Windows Communications Framework<br />Project Dallas – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (<br />
  18. 18. Surrounding Technologies<br />Analysis Services (Cubes)<br />SQL Server Integration Services (DTS)<br />AS-based Dashboard Designer and Reports<br />Project Dallas<br />
  19. 19. SharePoint BI Evolution<br />
  20. 20. SharePoint Charting<br />Native to SharePoint (Web Part)<br />Code-free solution – uses web part and native lists<br />
  21. 21. SharePoint Charting<br />Data sources<br />Other Lists (Site Collection)<br />BCS/Business Data Catalog<br />Excel Services<br />Standard Types<br />Bar, Area, Line, Bubble, Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid<br />Typical use - quick visualization of SharePoint data<br />Quick tip – use the wizard<br />
  22. 22. Excel Services<br />Use the world’s #1 BI modeling tool<br />Render data, charts, interface using native Excel components (e.g. Slicers)<br />Data stored in Excel<br />
  23. 23. Excel Services<br />Host a presentation layer using Excel Services<br />Closely related to Excel Web Access<br />Use native SharePoint Status Indicators (KPIs) <br />Can also work with lists<br />Render Excel 2010 functions (e.g. Slicers) without Excel 2010 on all clients<br />Use when users are skilled in Excel modeling and charting and data lives in spreadsheets<br />Quick tip: understand SSA’s<br />
  24. 24. PowerPivot<br />“Project Gemini” – host 1-10MM row datasets<br />Excel and SharePoint components<br />Data doesn’t live in spreadsheet<br />Released with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine<br />
  25. 25. PowerPivot<br />Like Excel Web Access except underlying data can be sourced from:<br />SQL, Analysis Services Cube, SSRS Report<br />Access<br />Power Pivot/Excel<br />Data Feeds (XML, Atom, Azure, WCF OData, Dallas)<br />Oracle, Teradata, Sybase, DB2<br />ODBC<br />Text files<br />Excel optimized to handle data management and memory cache locally<br />SharePoint builds cache and optimizes for server web access<br />Use when Excel modeling skills are high but data is too large or too heterogeneous to keep in multiple Excel spreadsheets<br />Quick tip:<br />
  26. 26. Business Connectivity Services<br />Read write access to external data sources in SP2010 (aka Business Data Connectivity)<br />Pull data into SharePoint user interface<br />Push data into external sources<br />
  27. 27. Business Connectivity Services<br />Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)<br />Configured through SharePoint Designer 2010<br />Republish data to consuming applications (e.g. Outlook 2010)<br />Use when key data lives outside SharePoint direct control – e.g. accounting systems<br />Quick tip: Secure Store Service is needed<br />
  28. 28. SQL Server Reporting Services (SSRS)<br />“Code free” but requires development tools<br />Designed using Business Intelligence Developer Studio<br />Host in SQL Server or SharePoint<br />
  29. 29. SQL Server Reporting Services (SSRS)<br />Reports run and render in SSRS Engine<br />Deploy reports to “native” SQL server or SharePoint integrated mode<br />Reuse in SharePoint and Dashboard interface<br />Export contents to Excel, Word, etc.<br />Use when some reports are printed, multipage, etc.<br />
  30. 30. PerformancePoint 2010<br />Dashboard Designer (browser downloadable) <br />Integrates Excel Services, SSRS, and Performance Point Elements<br />
  31. 31. PerformancePoint 2010<br />Sophisticated self service modeling<br />Decomposition Tree<br />Ideal for SSAS but also work with standard data sources (lists, SQL)<br />Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards<br />
  32. 32. Next - Project Dallas<br />Azure-based public data subscriptions<br />Addressed through OData/XML<br />Query/view download<br />Samples available now at<br />TIP: Sample data sets are limited in CTP<br />
  33. 33. Summary<br />
  34. 34. Resources: Microsoft and KMA<br /><ul><li>From Microsoft:
  35. 35. Business Intelligence:
  36. 36. SharePoint 2010 site:
  37. 37. SharePoint Team Blog:
  38. 38. BI Blog:
  39. 39. From KMA:
  40. 40. Online content, blogs, articles available through
  41. 41. Monthly live seminars/webinars
  42. 42. Upcoming Events:
  43. 43. SPTechCon (Boston) October 2010
  44. 44. SharePoint 2010 Webinar – September 22, 2010 (upgrades and “the cloud”)
  45. 45. Standard Offerings
  46. 46. SharePoint Health Check - 1-2 day fixed price engagement
  47. 47. SharePoint 2010 Readiness 2 day fixed price engagement
  48. 48. SharePoint Deployment Planning Services (SDPS)
  49. 49. Information Architecture and Taxonomy Quick Start
  50. 50. [Microsoft Office] Business Value Planning Services (BVPS)</li></li></ul><li>Q&A<br /><ul><li>Open Questions
  51. 51. Contact Me
  52. 52. Ask the Experts
  53. 53. Prizes!</li></li></ul><li>Thank you…<br />Contact Details<br />Email<br />Blog<br />Twitter:<br />LinkedIn:<br />
  54. 54. Please complete the session survey<br />Thank You!<br />
  55. 55. Thank You To Our Sponsors!<br />