Microsoft Mobile Business Intelligence


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Take a look at Mobile BI on iPad, Windows Phone, SQL Server Reporting Services, and SharePoint with emphasis on data visualization best practices. Angel Abundez explains how design approaches change when launching mission-critical dashboards and reports on smaller screen sizes using touch-screen technology.

Presenter Angel Abundez is a Business Intelligence consultant with DesignMind in San Francisco. He focuses on Business Intelligence, Visualization, and improving business processes using Microsoft SQL Server, SharePoint, and ASP.NET. He also works with the new visualizations coming out with PowerPivot, Power View, and SharePoint. Angel is Co-Lead of the Bay Area Business Intelligence User Group and is an active speaker in the SQL Server community.

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Microsoft Mobile Business Intelligence

  1. 1. Mobile Business Intelligence with Microsoft SSRS & SharePoint DesignMind San Francisco 2012
  2. 2. Angel Abundez Business Intelligence Consultant, DesignMind  Microsoft Business Intelligence  ASP.NET  Tableau Worked with SQL Server since 2007 SSWUG BI Author Co-Lead, Bay Area Microsoft BI User Group
  3. 3. DesignMind San Francisco Silicon Valley, Seattle Custom Software Business Intelligence Data Warehouse Architecture & Implementation DatabasesData Marts, Data Warehouses, Master Data Management, Reporting, Analytics, Dashboards, Mobile, ETL Mobile BI Smartphones, iPads, Tablets Microsoft Certified Gold Partner SQL Server, SharePoint, .NET
  4. 4. Agenda Options for Mobile BI. What are some challenges?  Web Browser  Native Apps  Security What makes good Mobile BI?
  5. 5. Why is Mobile BI important? 33% of BI will be consumed on Mobile Devices by the end of 2013(Source: Gartner) Tablet and Smartphone Sales grow over 100% each year(Source: ABI Research) 119M Projected Tablet sales in 2012(Source: Gartner)
  6. 6. Why is Mobile BI important?
  7. 7. Microsoft Options for Mobile BI MOBILE WEB BROWSER NATIVE APPSharePoint 2010 Mobi Reports Pro• Performance Point Services• Excel Services 3rd Party Apps• SSRS 2012 in Integrated • Tableau Mode • RoamBI • PushBISSRS 2012 SP1 (***CTP 3) • MicroStrategy3rd Party Dev Tools• Mobile Entreé Build your own!• DevExpress• Strategy Companion
  8. 8. Microsoft Options for Mobile BI MOBILE WEB BROWSER NATIVE APPPros Pros• Easier Cross-Platform • Multi-gesture Controls Development and Testing • Pop-Up Menus, Navigation Tricks,• Lower Cost. Fast Implementation Screen Real-Estate utilization• Got SQL Server? Quick mobile • Communicate with other apps turn-aroundCons Cons• Limited Navigation and Screen • High Cost Real-Estate • Cross-Platform• Browser CSS rendering • Platform OS changes differences• Caching data unless you use HTML5
  9. 9. Microsoft Options for Mobile BISQL Server Reporting Services 2012 Performance Point Services … Pros Pros • Pixel Perfect • Consistent Look and Feel Layout/Customization • Pre-built Functionality • Advanced Visualizations (Bullet • Ad Hoc Visualizations Graphs, Maps, Sparklines, Data Bars) • Callbacks refresh dashboards Cons Cons • Postbacks refresh the entire • Requires an OLAP cube to take report advantage of prebuilt functions • Browser CSS rendering • Customization requires coding of master differences pages/CSS
  10. 10. Challenges in Mobile BISecurity Performance Real Estate Design Cross Platform
  11. 11. Challenges in Mobile BISecurity VPN SSL Mobile Device Management (MDM)  Remote Control over apps & app settings on enterprise mobile devices
  12. 12. Challenges in Mobile BI - Performance Software Hardware• Report Caching and Snapshots • SSD• Data Warehousing (Data Model) • Cloud-based servers – Columnstore • ***SQL Azure• SSAS UDM• SQL Server 2012 BI Semantic Model – PowerPivot – SSAS Tabular Mode – SSAS Multidimensional UDM
  13. 13. Mobile BI Options Demo Performance Point on Safari SSRS on Mobi Reports ProMultiple Pages Minimal Master Page Mobile Pro App Parameters
  14. 14. What Makes Good Mobile Reporting?“Multi-touch gestures are often forgotten…”“Fingers are remarkable things. We can test the weather, test the direction of the wind, plug a leak, but not precision tapping on a mobile device.”“Keep to a rhythm of 44 pixel tap targets.”“Keep the interface (technology) essentially invisible.”“Nobody wants to spend brain power figuring out how you’re app works”
  15. 15. Navigation for Mobile Source: Tapworthy, Designing Great iPhone Apps
  16. 16. Design in Mobile BI Easy touch screen actions Report Item Actions  Highlighting PerformancePoint Filters  Filtering Scorecard Data Connections  Drill-Down/Drill-Through Share your Findings  Email  Export  Screenshot Connecting on the go  SQL Azure Reporting Services  VPN  Windows Authentication
  17. 17. Navigation for Mobile BIDrill-Down vs. Drill-Through Drill-Down - get to a Category to see smaller subset of the data  SSRS Charts > Category Groups  SSRS Tablix > Row Groups or Column Groups.  PPS Filters and Data Connections Drill-Through opens up a whole new report showing transactional detail.
  18. 18. Advanced Visualizations Comparative TrellisBullet Graph Sparkline Bar Chart Chart
  19. 19. Mobi Reports Pro & Mobi SSRS SQL Reporting Services for iPad and iPhone  View SQL Reporting Services Reports  Supports SSRS 2005, 2008, 2008 R2, 2012, Azure SSRS in Native and SharePoint modes  Parameters support  Drill-Down and Drill-Through reports  Navigate between multiple reports quickly with Bookmarks and History  Print and Email Reports
  20. 20. Interactivity Demo Performance Point SQL Server Reporting ServicesFilters Scorecards 1-Click Highlight Filter Breadcrumbs (Data Connections)
  21. 21. Learn more Sources:  Jen Stirrup, SQL Server MVP UK  Jen Underwood, Technical Evangelist, Microsoft   Stacia Misner’s SQL Azure Reporting Services webinar  azure  5 Best Mobile BI Tips by Tableau
  22. 22. Conclusion Microsoft has options for Mobile BI. Cost vs. Functionality vs. User Experience will tell you platform Practice good Security principles. Fundamental BI and Mobile App design. (KISS) Making it easy for users is hard, but the rewards for adoption are great.
  23. 23. Contact us DesignMind Custom Software, Database, and Business Intelligence Solutions San Francisco Angel Abundez Business Intelligence Consultant Email Twitter @angelstreamline Blog Find me on
  24. 24. Thank you