SharePoint 2010: Insights into BI


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SharePoint Saturday: Kansas City - December 12, 2009

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  • skills, processes, technologies, applications and practices used to support decision making Decision support system
  • We are going to be focusing on the Gather and Present portions of this cycle Analyze-remember to discuss targets
  • SSIS can gather data from disparate sources
  • Development Support Extending calculation and data-import capabilities via UDF REST API JSOM or ECMAScript (JScript or JavaScript object model)
  • In-memory data store for Analysis Services Multiple data sources including databases, worksheets, reports, and data feeds. Can be published and refreshed within SharePoint
  • Excel Services is an SP2010 Service Application Real-time, interactive reporting to include parameterized what-if analysis Distribution of all or part of a workbook for analysis
  • PerformancePoint is a Service Application in SharePoint 2010 Authored in Dashboard Designer Data can come from Analysis Services, SQL Databases, SharePoint Lists, and Excel Services ProClarity is still undetermined
  • New Feature: Decomposition Tree – New Report Type, enables you to quickly and visually break down higher-level data values from multi-dimensional data sets, helps you understand the driving forces behind those values
  • Part of SQL Server Authored through BIDS or Report Builder Suitable when report requirements are well established and customers are not always familiar with the underlying data set.
  • Local mode report viewing in AJAX enabled Report Viewer
  • SharePoint 2010 becomes the center of everything BI
  • SharePoint 2010: Insights into BI

    1. 1. Agenda <ul><ul><li>What is BI and its Uses? </li></ul></ul><ul><ul><li>Where’s the Data? </li></ul></ul><ul><ul><li>Presenting Data Using MS BI Tools </li></ul></ul><ul><ul><li>Strategy for MS BI Tools Use </li></ul></ul><ul><ul><li>Platform Architecture </li></ul></ul>SharePoint
    2. 2. About Me <ul><li>Consultant with Horizons Consulting. We consult on SharePoint, Exchange and OCS in the Midwest </li></ul><ul><li>Working in IT for over 13 years </li></ul><ul><li>SharePoint Consultant for two years </li></ul><ul><li>Live in St. Louis </li></ul>SharePoint
    3. 3. What is BI? <ul><li>Any information that pertains to the history, current status or future projections of a business organization </li></ul><ul><li>Systems that provide directed background data and reporting tools to support and improve the decision-making process </li></ul>SharePoint
    4. 4. Using Business Intelligence to… SharePoint
    5. 5. SharePoint
    6. 6. SharePoint
    7. 7. SharePoint Gathering Data
    8. 8. SharePoint Gathering Data SSIS ETL SSDS SSAS
    9. 9. Excel and PowerPivot SharePoint
    10. 10. Excel <ul><li>End User Analysis Tool of Choice </li></ul><ul><li>End User BI Begins Here </li></ul><ul><li>Viewing, manipulating, performing analysis on intelligence or for creating reports </li></ul><ul><li>Used for: </li></ul><ul><ul><li>Analysis, filtering and presentation of locally stored data </li></ul></ul><ul><ul><li>Interacting with analytic models from multiple sources </li></ul></ul>SharePoint
    11. 11. Excel <ul><li>What‘s New </li></ul><ul><ul><li>Multi-user editing </li></ul></ul><ul><ul><li>Slicers </li></ul></ul><ul><ul><li>New Development Support </li></ul></ul>SharePoint
    12. 12. PowerPivot <ul><li>Extension to Excel that adds support for large-scale data </li></ul><ul><li>Codename was Gemini </li></ul><ul><li>Used to: </li></ul><ul><ul><li>Explore and perform calculations on large data sets for ad-hoc reports and analysis </li></ul></ul>SharePoint
    13. 13. Excel Services SharePoint
    14. 14. Excel Services <ul><li>Server-side browser rendering of Excel spreadsheets </li></ul><ul><li>Used for: </li></ul><ul><ul><li>Sharing Excel content across the organization while maintaining publishing control </li></ul></ul><ul><ul><li>Generate a model to be broadly used (ex: mortgage calculator) </li></ul></ul><ul><ul><li>Protect the intellectual property (formulas, etc.) contained within the spreadsheet </li></ul></ul>SharePoint
    15. 15. Excel Services <ul><li>What’s New </li></ul><ul><ul><li>Support for more Excel functionality </li></ul></ul><ul><ul><li>Interactive Pivot Tables </li></ul></ul><ul><ul><li>Default Trusted Locations </li></ul></ul><ul><ul><li>Delegate Service Application </li></ul></ul><ul><ul><li>PowerShell </li></ul></ul>SharePoint
    16. 16. Visio Services SharePoint
    17. 17. Visio Services <ul><li>Server-side browser rendering of Visio diagrams </li></ul><ul><li>Used to: </li></ul><ul><ul><li>Build a visual representation of your business structures that are bound to data </li></ul></ul><ul><ul><li>Represent processes, systems, and resources </li></ul></ul>SharePoint
    18. 18. PerformancePoint SharePoint
    19. 19. PerformancePoint <ul><li>Performance management service with tools to monitor and analyze business data. </li></ul><ul><li>IT easy-to-use tools for building dashboards, scorecards, and KPIs </li></ul><ul><li>Used for: </li></ul><ul><ul><li>Creating dashboard, scorecards, and KPIs </li></ul></ul><ul><ul><li>Providing drill-down analysis </li></ul></ul>SharePoint
    20. 20. PerformancePoint <ul><li>What’s New </li></ul><ul><ul><li>Decomposition Tree </li></ul></ul><ul><ul><li>Improved scorecards </li></ul></ul><ul><ul><li>Time Intelligence filtering improved </li></ul></ul><ul><ul><li>Connectable web parts </li></ul></ul><ul><ul><li>KPI Details report </li></ul></ul><ul><ul><li>Enhanced analytic reports </li></ul></ul>SharePoint
    21. 21. Reporting Services SharePoint
    22. 22. Reporting Services <ul><li>Reports, Reports, Reports </li></ul><ul><li>Can be published to SharePoint </li></ul><ul><li>Used to: </li></ul><ul><ul><li>Deliver reports that publish at regular intervals and on-demand </li></ul></ul><ul><ul><li>Deliver reports with well established requirements </li></ul></ul>SharePoint
    23. 23. Reporting Services <ul><li>What’s New (R2) </li></ul><ul><ul><li>Can install add-in before SharePoint 2010 & one step integration </li></ul></ul><ul><ul><li>Local Mode Report Viewing </li></ul></ul><ul><ul><li>SSRS is reporting engine for Access Services reporting </li></ul></ul><ul><ul><li>Native support for Reporting on SharePoint Lists </li></ul></ul><ul><ul><li>Performance improvements </li></ul></ul><ul><ul><li>ULS Logging </li></ul></ul>SharePoint
    24. 24. Microsoft’s 2010 Insights Strategy