Business Intelligence in SharePoint 2010


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A Singleton's Guide to Business Intelligence in SharePoint 2010

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  • About meRegional focusDistilled information worker platforms MSFT (SharePoint, BI, EPM)Collaboration – Portals, Insight Search BIProductivity forms, office custom, mekko
  • Would be good to close with our willingness to delve deeper on BI for your specific needs… highlighting this is just touching on the new components of BI…… Help us understand your business problem and what you want to be looking at.
  • Business Intelligence in SharePoint 2010

    1. 1. SharePoint On Premise or In the Cloud?<br />A Simpleton’s Guide to Business Intelligence in SharePoint 2010KMA Insights Webinar SeriesJuly 28, 2010<br />
    2. 2. Housekeeping Items<br />Experiencing Issues? <br />Change color of your seat to RED<br />Questions for Speakers? <br />Submit questions during webinar<br />Twitter Discussion<br />#kmasp2010<br />Feedback<br /> Webinar Feedback<br /> Next Steps/Moving Forward<br />
    3. 3. ABOUT KMA<br /><ul><li>Full-service IT consulting firm established in 1995
    4. 4. 22 employees: Partner, PM, Analyst, Developer, QA
    5. 5. Industry expertise and focus: Professional Services, Life Sciences & Financial Services
    6. 6. Microsoft technology focus:
    7. 7. Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004
    8. 8. Working with SharePoint technologies since 2001
    9. 9. Specialties in
    10. 10. Collaboration: Portals, Communities and Content Management
    11. 11. Insight: Enterprise Search and Business Intelligence
    12. 12. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)</li></li></ul><li>About Today’s Presenter<br />Chris McNulty<br />Working with SharePoint technologies since 2000/2001<br />20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)<br />KMA’s SharePoint practice lead<br />Microsoft MCSE/MCTS/MSA/MVTS<br />BC MBA in Investment Management<br />
    13. 13. Agenda<br />Terms & History<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. Future Presentations (Not In Scope)<br />Analysis Services Cube Build<br />SQL Server Integration Services (DTS)<br />AS-based Dashboard Designer and Reports<br />Project Dallas<br />Custom Development<br />
    15. 15. Microsoft SharePoint Server 2010 … the bright frontier<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 />Poll: Your Goals<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. SharePoint BI Evolution<br />
    19. 19. SharePoint Charting<br />Native to SharePoint (Web Part)<br />Code-free solution – uses web part and native lists<br />
    20. 20. 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 />
    21. 21. 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 />
    22. 22. 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 />
    23. 23. 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 />
    24. 24. 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 />
    25. 25. 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 />
    26. 26. 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 />
    27. 27. 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 />
    28. 28. 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 />
    29. 29. PerformancePoint 2010<br />Dashboard Designer (browser downloadable) <br />Integrates Excel Services, SSRS, and Performance Point Elements<br />
    30. 30. 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 />
    31. 31. Summary<br />
    32. 32. Resources: How KMA Can Help<br />Content:<br /><ul><li>Online content, blogs, articles available through
    33. 33. Monthly live seminars/webinars, recent topics at
    34. 34. One-to-one discussions with you about your unique business problem</li></ul>Events:<br /><ul><li>SharePoint Saturday NY – July 31, 2010 (Managed Metadata)
    35. 35. KMA August Webinar – August 18, 2010 – NEW & Enhanced Enterprise Search Options
    36. 36. SharePoint Saturday Boston -- September 25, 2010
    37. 37. SPTechCon Boston – October 20-22, 2010</li></ul>Offerings<br /><ul><li>SharePoint Health Check - fixed price engagement
    38. 38. SharePoint 2010 Readiness - fixed price engagement
    39. 39. SharePoint Deployment Planning Services (SDPS)
    40. 40. [Microsoft Office] Business Value Planning Services (BVPS)</li></ul>Poll at end of today’s presentation<br />
    41. 41. Resources: To Learn More<br /><ul><li>From Microsoft:
    42. 42. Business Intelligence:
    43. 43. SharePoint 2010 site:
    44. 44. SharePoint Team Blog:
    45. 45. BI Blog:
    46. 46. From KMA:
    47. 47. Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)
    48. 48. Web: (now powered by SharePoint!) with white papers, blogs, archived presentations, news, and events
    49. 49. SharePoint Deployment Planning Services (SDPS), now available for 2010 planning</li></li></ul><li>Thank you…<br />Contact Details<br />Email cmcnulty[at]kma-llc[dot]net<br />Blog<br />Twitter:<br />LinkedIn:<br />