SPSNH Data Visualization in SharePoint 2010


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Chris McNulty's presentation on SharePoint 2010 Business Intelligence at SPS New Hampshire, September 24, 2011

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  • SPSNH Data Visualization in SharePoint 2010

    1. 1. See Beyond the Numbers:Data Visualization in SharePoint 2010<br />SharePoint Saturday NH<br />September 2011Chris McNulty<br />
    2. 2. See Beyond the Numbers:Data Visualization in SharePoint 2010<br />September 24, 2011<br />
    3. 3. About KMA<br />Founded 1995<br />29 employees<br />4 partners, including 2 co-founders<br /><ul><li>Principal lines of business:</li></ul>Professional Services<br />SharePoint Consulting<br />SharePoint Managed Services<br />Custom Application Development<br />Software Product<br />Mekko Graphics advanced charting software<br /><ul><li>Roots in academia (MIT, Harvard, BU)</li></li></ul><li>Chris McNulty<br /><ul><li>KMA SharePoint Practice Lead/Manager
    4. 4. Working with SharePoint technologies since 2000/2001
    5. 5. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
    6. 6. MBA in Investment Management from Boston College Carroll School of Management
    7. 7. Write and speak often on Microsoft IW technologies (blogs & books)
    8. 8. Microsoft MCSE/MCTS/MSA/MVTSP
    9. 9. Hiking, cooking, playing guitar, colonial history, photography
    10. 10. My family: Hayley, three kids (16, 7, 4) and my dog Stan</li></li></ul><li>
    11. 11. Favorite mountain?<br />
    12. 12. Goals, Terms & Surrounding Technology<br />Complexity Levels of These Solutions<br />Technology Overview and Demos<br />Simple List and Chart<br />Excel Services<br />Power Pivot<br />Pivot<br />BCS & SQL Server Reporting Services (SSRS)<br />Performance Point 2010<br />Mapping<br />Summary<br />Resources<br />Question and Answer Period<br />Contact Information<br />Agenda<br />
    13. 13. Microsoft SharePoint Server 2010 … the bright frontier<br />Eastern Long Island, July 4, 2010<br />
    14. 14. 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 />
    15. 15. The carousel paradox…<br />
    16. 16. BCS – Business Connectivity Services<br />SSRS – SQL Server Reporting Services<br />Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services<br />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)<br />Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information<br />Terms<br />
    17. 17. Complexity Levels of These Solutions<br />Cost<br />Time<br />
    18. 18. SharePoint BI Evolution<br />
    19. 19. Native to SharePoint (Web Part)<br />Code-free solution – uses web part and native lists<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 />Quick tip – use the wizard<br />SharePoint Charting<br />
    20. 20. DEMO – Chart Web Part<br />
    21. 21. World’s #1 BI tool<br />Render data, charts, interface using native Excel components (e.g. Slicers) without Excel 2010 on all clients<br />Data stored in Excel; SharePoint hosts a presentation layer using Excel Services<br />Native SharePoint Status Indicators (KPIs) <br />Can also work with lists<br />Use when users are skilled in Excel modeling and charting and data lives in spreadsheets<br />Excel Services<br />
    22. 22. “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 />PowerPivot<br />
    23. 23. 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 />Quick tip: www.powerpivotgeeks.net<br />PowerPivot<br />
    24. 24. DEMO - PowerPivot<br />
    25. 25. “Interact with massive amounts of data in ways that are powerful, informative, and fun”<br />Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web<br />Create a “collection”- underlying schema is CXML or Collection XML.<br />View in SharePoint via Silverlight viewer<br />Complexity: Excel tool available <br />www.microsoft.com/silverlight/pivotviewer<br />Pivot<br />
    26. 26. DEMO - Pivot<br />
    27. 27. Read write access to external data sources in SP2010 (aka Business Data Connectivity)<br />Pull data into SharePoint<br />Push data into external sources<br />Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)<br />Configured in 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 />Quick tip: Secure Store Service is needed<br />Business Connectivity Services<br />
    28. 28. “Code free” integrated solution (with SQL 2008 R2)<br />(can also use Business Intelligence Developer Studio)<br />SharePoint integrated mode preferred<br />Export contents to Excel, Word, etc.<br />Reuse in SharePoint and Performance Point Dashboards<br />Use when some reports are printed, multipage, etc.<br />SQL Server Reporting Services (SSRS)<br />
    29. 29. Formerly Project Dallas <br />Azure-based public data subscriptions<br />Addressed through OData/XML<br />Query/view download<br />Samples available now at http://www.sqlazureservices.com<br />TIP: Sample data sets are limited in CTP<br />Windows Azure DataMarket<br />
    30. 30. Dashboard Designer (browser downloadable) <br />Integrates Excel Services, SSRS, and Performance Point Elements<br />Sophisticated self service modeling via 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 />Use when data structures are stable and modeling skills are at least moderate (dimensions, facts)<br />Quick tip: don’t fear SSAS! If you have Project Server you already have cubes<br />PerformancePoint 2010<br />
    31. 31. 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 />Use when data structures are stable and modeling skills are at least moderate (dimensions, facts)<br />Quick tip: don’t fear SSAS! If you have Project Server you already have cubes<br />PerformancePoint 2010<br />
    32. 32. DEMO – PerformancePoint<br />
    33. 33. IDC reports that nearly 80% of business data has a location component<br />Make business tools as engaging as what’s on the web<br />Use cases: <br />Customer base / trade areas<br />Routing and shipping<br />Targeted marketing<br />Supply chain & disruption resolution<br />Custom Web Part or Self Service SSRS<br />Mapping<br />
    34. 34. Mapping<br />
    35. 35. DEMO<br /><ul><li>Mapping
    36. 36. Self-service SSRS Maps</li></li></ul><li>Engineering<br />BCS<br />SSA: Secure Store<br />PerformancePoint<br />SQL: Analysis Services<br />RSInt<br />Performance Point<br />Secure Store<br />Excel Services<br />OWA<br />PowerPivot <br />RS<br />SQL 2008 R2 & SP Farm Installation<br />
    37. 37. Engineering<br />
    38. 38. Summary<br />
    39. 39. 2010 BI Solutions in SharePoint<br />Large Datasets<br />Visual Navigation<br />Pivot<br />PowerPivot<br />PerformancePoint<br />Mapping<br />SharePoint list<br />KPI / Status Indicator<br />SQL Reporting <br />Services<br />Chart Web Part<br />Excel Services<br />Printing or <br />exporting<br />Small Datasets<br />
    40. 40. From Microsoft:<br />Business Intelligence: http://www.microsoft.com/bi/<br />SharePoint 2010 site: http://sharepoint.microsoft.com<br />SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx<br />BI Blog: http://blogs.msdn.com/b/bi/<br />From KMA (www.kma-llc.net)<br />Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)<br />White papers, blogs, presentations, news, and events<br />Resources - General<br />
    41. 41. Bing Developer Center & Bing Maps Customer Gallery:<br />http://www.microsoft.com/maps/developers/<br />Bing Maps Blog:<br />http://www.bing.com/community/blogs/maps/<br />GIM International – online magazine of geomatics:<br />http://www.gim-international.com/index.php<br />Resources: Mapping<br />
    42. 42. Microsoft Live Labs Pivot site<br />http://www.microsoft.com/silverlight/pivotviewer/<br />Viewer control for Silverlight:<br />http://www.silverlight.net/learn/pivotviewer/<br />Pivot Collection Gallery: http://www.getpivot.com/collections/<br />Resources: Pivot<br />
    43. 43. <ul><li>Questions?
    44. 44. Evaluations
    45. 45. Contact Me</li></li></ul><li>Thanks to our sponsors<br />Platinum<br />Gold<br />Silver<br />Raffle<br />
    46. 46. Chris McNulty<br />Email cmcnulty@kma-llc.net<br />Blog http://blogs.kma-llc.net/microknowledge<br />Twitter: @cmcnulty2000<br />LinkedIn:http://www.linkedin.com/in/cmcnulty<br />Upcoming presentations<br />10/31 KMWorld DC<br />December 2011<br />Gilbane Conference<br />PSSPUG <br />SPSFLA, SPSDEN, SPSAUSTX<br />Thank you…<br />