SharePoint 2010: Insights into BI


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Heartland SharePoint Users Group - December 8, 2009

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  • You will become Kerberos educated….not a Kerberos expert
  • Viewing, manipulating, performing analysis on intelligence or for creating reports
  • 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 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 ProClarity is still undetermined
  • 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. SharePoint 2010: Insights into BI Presented by: JD Wade, SharePoint Consultant, MCTS Mail: Blog: LinkedIn: JD Wade Twitter:
    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><ul><li>Avid movie watcher and love home theater stuff </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 Scorecards Slide decks Meetings Analytic applications Presentations Financial reports Dashboards Webcasts Charts and graphs Internet Project plans Documents Spreadsheets Intranet Blogs Portals RSS feeds Business books Television reports Magazines Newspapers IM/chat Email Relevant Information is Everywhere
    6. 6. Excel and PowerPivot SharePoint
    7. 7. 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>Browser-based access to server-calculated version of spreadsheet </li></ul></ul><ul><ul><li>Interacting with analytic models from multiple sources </li></ul></ul>SharePoint
    8. 8. 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
    9. 9. 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
    10. 10. Demo
    11. 11. Excel Services SharePoint
    12. 12. 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
    13. 13. 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
    14. 14. Visio Services SharePoint
    15. 15. 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
    16. 16. PerformancePoint SharePoint
    17. 17. 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
    18. 18. 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
    19. 19. Reporting Services SharePoint
    20. 20. 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
    21. 21. 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
    22. 22. Microsoft’s 2010 Insights Strategy
    23. 23. Consolidate Data to Make Decisions
    24. 25. BI Data Flow Whiteboard Discussion SharePoint
    25. 26. Q & A