1. See Beyond the Numbers:Data Visualization in SharePoint 2010 SharePoint Saturday San Diego February 2011Chris McNulty

3. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)

4. MBA in Investment Management from Boston College Carroll School of Management

5. Write and speak often on Microsoft IW technologies (blogs & books)

7. 29 employees: Partner, PM, Analyst, Developer, QA

8. Microsoft technology focus:

9. Microsoft Gold Certified Partner / Working with SharePoint technologies since 2001

10. Specialties in

11. Collaboration: Portals, Communities and Content Management

12. Insight: Enterprise Search and Business Intelligence

14. About Home

15. Microsoft SharePoint Server 2010 … the bright frontier Eastern Long Island, July 4, 2010

16. Agenda Goals, Terms & Surrounding Technology Complexity Levels & Terminology Technology Overview and Demos Simple List and Chart Excel Services Power Pivot Pivot BCS & SQL Server Reporting Services (SSRS) Performance Point 2010 Mapping Summary Resources Questions and Answers Contact Information

17. 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

18. The carousel paradox…

19. Complexity Levels of These Solutions Cost Time

20. SharePoint BI Evolution

21. 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 (fka Project Dallas) – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com) Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information

22. SharePoint Charting Native to SharePoint (Web Part) Code-free solution – uses web part and native listsData sources Other Lists (Site Collection) BCS/Business Data Catalog Excel Services Standard Types Bar, Area, Line, Bubble, Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid Typical use - quick visualization of SharePoint data Quick tip – use the wizard

23. DEMO – Chart Web Part

24. Excel Services Use the world’s #1 BI modeling 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 Quick tip: understand SSA’s

25. 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

26. 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

27. DEMO - PowerPivot

28. Pivot “Interact with massive amounts of data in ways that are powerful, informative, and fun” Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web Create a “collection”- underlying schema is CXML or Collection XML. View in SharePoint via Silverlight viewer Complexity: Excel tool available Tip: http://getpivot.com

29. DEMO - Pivot

30. Business Connectivity Services Read write access to external data sources in SP2010 (aka Business Data Connectivity) Pull data into SharePoint user interface 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

31. SQL Server Reporting Services (SSRS) “Code free” but requires development tools Designed using Business Intelligence Developer Studio Reports run and render in SSRS Engine Deploy reports to “native” SQL server or SharePoint integrated mode Reuse in SharePoint and Dashboard interface Export contents to Excel, Word, etc. Use when some reports are printed, multipage, etc.

32. SQL Server Reporting Services (SSRS) Reports run and render in SSRS Engine Deploy reports to “native” SQL server or SharePoint integrated mode Reuse in SharePoint and Dashboard interface Export contents to Excel, Word, etc. Use when some reports are printed, multipage, etc.

33. Windows Azure DataMarket Originally developed as “Project Dallas” Azure-based public data subscriptions Addressed through OData/XML Query/view download Samples available now at http://www.sqlazureservices.com TIP: Sample data sets are limited in CTP

34. PerformancePoint 2010 Dashboard Designer (browser downloadable) Integrates Excel Services, SSRS, and Performance Point Elements

35. PerformancePoint 2010 Sophisticated self service modeling Decomposition Tree to explore data sets 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

36. DEMO – PerformancePoint

37. 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

38. Mapping

39. DEMO - Mapping

40. Summary

41. 2010 BI Solutions in SharePoint Large Datasets Visual Navigation Pivot PowerPivot PerformancePoint Mapping SharePoint list KPI / Status Indicator SQL Reporting Services Chart Web Part Excel Services Printing or exporting Small Datasets

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/ From KMA (www.kma-llc.net) Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.) March 2011: SharePoint for PMOs White papers, blogs, presentations, news, and events From me SharePoint Saturday Redmond March 5 (MMS) Boston Area SharePoint User Group March 9 (Business Intelligence) SharePoint Saturday Boston – April 9 2011 SPTechConBoston – June 2011 (BI & MMS)

43. Resources: Mapping Bing Developer Center & Bing Maps Customer Gallery: http://www.microsoft.com/maps/developers/ Bing Maps Blog: http://www.bing.com/community/blogs/maps/ GIM International – online magazine of geomatics: http://www.gim-international.com/index.php

44. Resources: Pivot Microsoft Live Labs Pivot site http://www.getpivot.com/ Pivot Viewer control for Silverlight: http://www.silverlight.net/learn/pivotviewer/ Pivot Collection Gallery: http://www.getpivot.com/collections/

46. Evaluations

47. Contact Me

48. Ask the Experts

49. Prizes!