Go Beyond the Numbers - Data Visualization in SharePoint 2010


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Chris McNulty and Sadie van Buren's presentation at SPTechCon San Francisco, February 28. 2012

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  • We have offices throughout the world and have the resources to support the largest global organizations whether they be in the Americas, Europe, Middle East, Africa, or across the Asia Pacific and Japan region.
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  • SVBSolution by Susan Hernandez, which clusters tens of thousands of data points to deliver an overall health indicator. See her full blog post: http://suehernandez.wordpress.com/2011/01/12/sharepoint-google-geospacial-dashboard-solution-lessons-learned/
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  • Go Beyond the Numbers - Data Visualization in SharePoint 2010

    1. 1. See Beyond the Numbers:Data Visualization in SharePoint 2010SPTechCon San FranciscoFebruary 2012Chris McNulty / Sadalit Van Buren
    2. 2. What’s in it for you?• Get an overview of the BI solutions related to SharePoint – and when they’re best used for which purpose• See what’s available now - and what’s coming in 2012
    3. 3. Logistics• In Session – Questions welcome! – If you’re tweeting / live blogging, please include: • @cmcnulty2000 • @sadalit – Slide deck is available at:• Post-Session – Please fill out your evaluation 3
    4. 4. Chris McNulty• SharePoint Strategic Product Manager at Quest Software• 10+ years with SharePoint• 20 years consulting (led KMA SharePoint practice) and financial services technology (Santander, John Hancock/Manulife, GMO, State Street)• MBA in Investment Management from Boston College• Write and speak often on Microsoft IW technologies (blogs & books)• MCSE MCTS MSA MVTSP MCC• Hiking, cooking, playing guitar, colonial history, photography• My family: Hayley, three kids (17, 8, 5) and my dog Stan 4 ©2011 Quest Software, Inc. All rights reserved..
    5. 5. Quest Market Presence Americas 60 Offices, 3 HQs EMEA APJa Sales/Mrkg 3600+ Employees R&D Support 178 Countries 100,000+ Customers All Verticals Global 200 SMB Multiple Business Lines Database, Monitoring, Data Protection, User Workspace/Virtualization, Windows (SharePoint, AD, Messaging), Identity Mgmt 6 6 ©2011 Quest Software, Inc. All rights reserved.. ©2011 Quest Software, Inc. All rights reserved. Confidential.
    6. 6. 7 7 ©2011 Quest Software, Inc. All rights reserved..©2011 Quest Software, Inc. All rights reserved. Confidential.
    7. 7. Sadie Van Buren • Working with SharePoint since beta 2003 version (IA, BA, PM, Middle-tier developer) • SP Consultant since 2006 • 50+ SharePoint implementations • Microsoft Certified IT ProContent Architect, BlueMetal Architects 8
    8. 8. 20 Jan 2012 - #spmaturity @sadalit 9
    9. 9. • Founded by ex-Microsoft product and technology executives• Helping clients architect, build, and deploy software solutions in these areas: – Application Modernization – Cloud Platforms – Information Management (SharePoint!) – User Experience and Mobility• Deep and broad expertise in Microsoft and related technologies.• 30+ employees with over 125 years of previous experience working directly for Microsoft.• Locations: Boston, NYC 10
    10. 10. Agenda• Goals, Terms & Surrounding Technology• Complexity Levels of These Solutions• Technology Overview and Demos – Simple List and Chart – Excel Services & Power Pivot – BCS & SQL Server Reporting Services (SSRS) – Performance Point 2010 – Mapping – SQL 2012• Summary / Resources / Q&A
    11. 11. Goals for BI Design• Answering the known questions about our business• Allowing users to self- discover patterns and answers to questions we haven’t yet been asked
    12. 12. Terms• BCS – Business Connectivity Services• SSRS – SQL Server Reporting Services• Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services• Windows Azure DataMarket (f.k.a. Project Dallas) – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)• Denali – codename for SQL Server 2012• Crescent – codename for self-service PowerPivot business intelligence, a.k.a. Power View
    13. 13. Complexity Levels of These Solutions Cost Time
    14. 14. SharePoint BI Complexity Custom Performance Solutions Point • Mapping Enabling • Dashboards • Web Parts technologies • Analysis • Etc. • Business Services Excel Connectivity Services Services • Excel Web • SQL Reporting Access Services Chart • PowerPivot • Pivot Web Part • Azure DataMarket
    15. 15. SharePoint/SQL 2012 BI PowerPivot • Power View SSRS Self-Service • Alerts Custom • Data Feeds Performance Solutions Point • Mapping Enabling • Dashboards • Web Parts technologies • Analysis • Etc. • Business Services Excel Connectivity Services Services • Excel Web • SQL Reporting Chart Access Services • PowerPivot • Pivot Web • Azure Part DataMarket
    16. 16. Maturity of data vis in SharePoint
    17. 17. SharePoint Charting• Native to SharePoint (Web Part)• Code-free solution – uses web part and native lists• Data sources – Other Lists (Site Collection) – BCS/Business Data Catalog – Excel Services• Standard Types – Bar, Area, Line, Bubble, Fin ancial, Pie, Radar, Polar, Ga ntt, Range, Error Bar, Box Plot, Funnel, Pyramid• Typical use - quick visualization of SharePoint data• Quick tip – use the wizard
    18. 18. Charting – Limitations and Options• KPI Web Part• Custom Chart Web Part
    19. 19. Excel Services• World’s #1 BI tool• Render data, charts, interface using native Excel components (e.g. Slicers) without Excel 2010 on all clients• Data stored in Excel; SharePoint hosts a presentation layer using Excel Services• Native SharePoint Status Indicators (KPIs) – Can also work with lists• Use when users are skilled in Excel modeling and charting and data lives in spreadsheets
    20. 20. PowerPivot• “Project Gemini” – host 1-10MM row datasets• Excel and SharePoint components• Data doesn’t live in spreadsheet• Released with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine
    21. 21. PowerPivot• Like Excel Web Access except underlying data can be sourced from: – SQL, Analysis Services Cube, SSRS Report – Access – Power Pivot/Excel – Data Feeds (XML, Atom, Azure, WCF OData, Dallas) – Oracle, Teradata, Sybase, DB2 – ODBC – Text files• Excel optimized to handle data management and memory cache locally• SharePoint builds cache and optimizes for server web access• Use when Excel modeling skills are high but data is too large or too heterogeneous to keep in multiple Excel spreadsheets• Quick tip: www.powerpivotgeeks.net
    22. 22. SQL Server 2012 Power View Highly Visual Design Experience • Interactive, web-based authoring and sharing of information • Familiar Microsoft Office design patterns • Powerful data layout with banding, callout and small multiples visualizations Rich metadata-driven interactivity• Fully integrated with PowerPivot• Drive greater insight through smart and powerful querying• Zero configuration highlighting and filtering• Animated trending and comparisons Presentation-ready at all times • Interactive Presentation turns pervasive information into persuasive information • Deliver and collaborate through SharePoint • Full screen presentation mode for interactive boardroom session
    23. 23. DEMO – PowerPivot& PowerView
    24. 24. Business Connectivity Services• Read write access to external data sources in SP2010 (aka Business Data Connectivity)• Pull data into SharePoint• Push data into external sources• Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)• Configured in SharePoint Designer 2010• Republish data to consuming applications (e.g. Outlook 2010)• Use when key data lives outside SharePoint direct control – e.g. accounting systems• Quick tip: Secure Store Service is needed
    25. 25. SQL Server Reporting Services (SSRS)• “Code free” integrated solution (with SQL 2008 R2) – (can also use Business Intelligence Developer Studio)• SharePoint integrated mode preferred• Export contents to Excel, Word, etc.• Reuse in SharePoint and Performance Point Dashboards• Use when some reports are printed, multipage, etc.
    26. 26. PerformancePoint 2010• Dashboard Designer (browser downloadable)• Integrates Excel Services, SSRS, and Performance Point Elements• Sophisticated self service modeling via Decomposition Tree• Ideal for SSAS but also work with standard data sources (lists, SQL)• Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards• Use when data structures are stable and modeling skills are at least moderate (dimensions, facts)• Quick tip: don’t fear SSAS! If you have Project Server you already have cubes
    27. 27. DEMO –PerformancePoint
    28. 28. Mapping• IDC reports that nearly 80% of business data has a location component• Make business tools as engaging as what’s on the web• Use cases: – Customer base / trade areas – Routing and shipping – Targeted marketing – Supply chain & disruption resolution• Custom Web Part or Self Service SSRS
    29. 29. Mapping
    30. 30. DEMO• Mapping• Self-service SSRS Maps
    31. 31. SQL Server 2012 “Denali”
    32. 32. Self Service Alerting – User Benefits Create data alerts from within reports • Users create alerts directly on the data they see in reports • Report authors control which data is available for alerting • Supports reports created in Report Builder or BI Development Studio (BIDS) Detect important data changes • Intuitive Alert Rules (greater than, before/after) • Easy to use scheduling (weekly, daily, monthly) • Relevant data included in Alert MessageSource: Data.gov - Data.gov and the Federal Government cannot vouch for the data or analysesderived from these data after the data have been retrieved from Data.gov. 40 ©2011 Quest Software, Inc. All rights reserved..
    33. 33. Self Service Alerting – IT Benefits Managed through SharePoint • Per site administration reduces IT burden • Fine grained authorization • Self-managed through SharePoint • IT Visibility & Control of user-defined alerts 41 ©2011 Quest Software, Inc. All rights reserved..
    34. 34. SSRS SharePoint Integration Architecturefor SQL Server codenamed “Denali”Alert Designer SharePoint SharePoint Web Front App Server End SSRS Shared SSRS in Web Application Service ApplicationAlert Manager RS Add-in SSRS Shared Service Application SharePoint Config / Report Server Content DB Shared Service DB 43 ©2011 Quest Software, Inc. All rights reserved..
    35. 35. Self-Service Alerting – How it works 44 ©2011 Quest Software, Inc. All rights reserved..
    36. 36. Receiving alerts 45 ©2011 Quest Software, Inc. All rights reserved..
    37. 37. DEMO• Self Service Alerting 46 ©2011 Quest Software, Inc. All rights reserved..
    38. 38. Engineering Business SQL ServerConnectivity Performance Excel Reporting SSRS Alerts Pivot Power View Services Point Services Services (BCS) (SSRS) SQL Analysis Office Web SQL 2008 R2 Services Apps (OWA) Reporting Services SharePoint (SSRS) Integrated Integrated Secure Store SQL Server Power Pivot PowerPivot Silverlight Service 2012 v2 (BIDS for Excel Native Services Mode) SQL 2008 R2 Secure Store Enterprise Kerberos Service [optional] 49 ©2011 Quest Software, Inc. All rights reserved..
    39. 39. SummaryTechnology Pros Cons Sample Use CaseSharePoint Lists and Simple code free solutions Simple data aggregations Users understand how toCharts chart their own dataExcel Services User familiarity Limited to Excel data Users love Excel charts! sourcesPowerPivot Large datasets Requires some Excel 2010 Data is too big for ExcelSQL Reporting Services Commonly used SQL query Not an end user tool; Need to print large techniques entry level development multipage reports; export skills to ExcelPerformance Point and Rich scorecard and Requires more On screen dataAnalysis Services reporting environments, development exploration of prebuilt aggregates other elements sophistication analyses like SSRSPivot Large datasets, can be Image collection time- Each data item has visual built by Excel plugin for consuming to component the power user or by build/standardize developerMapping Varying solution levels, Potential licensing Each data item has user familiarity complexity location componentCustom solutions More complex solution More effort Mapping!
    40. 40. 2010 BI Solutions in SharePoint Dynamic (online) Pivot Mapping Chart Web Part Denali PowerPivotVisualization SharePoint list KPI / Status Indicator PerformancePoint Small Large PowerView Excel Services Excel Services (Standalone) (Connected to SQL Reporting Services Analysis Services) Access Services Static (print / export) Dataset Size Copyright 2011 - Sadalit Van Buren
    41. 41. The carousel paradox…
    42. 42. Resources - General• From Microsoft: – Business Intelligence: http://www.microsoft.com/bi/ – SharePoint 2010 site: http://sharepoint.microsoft.com – SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx – BI Blog: http://blogs.msdn.com/b/bi/
    43. 43. • Questions?• Evaluations• Contact Us
    44. 44. Thank you…Chris McNulty Sadie Van Buren• Email: cmcnulty@kma- • Email: llc.net svanburen@bluemetal.com• Blog: http://blogs.kma- • Blog: llc.net/microknowledge http://amatterofdegree.typepa d.com/a_matter_of_degree/• Twitter: @cmcnulty2000 • Twitter: @sadalit• LinkedIn:http://www.linkedi • LinkedIn:http://www.linkedin.c n.com/in/cmcnulty om/in/sadalit• http://www.chrismcnulty.n • www.sharepointmaturity.com et Upcoming PresentationsUpcoming presentations – TEC 2012 March - SP Heartland – SP Saturday Boston Conference (OH); SharePoint Conference Australia, SP – SPTechCon Connections (NV) April – SPS Twin Cities, TEC San Diego May – New England SPUG