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SharePoint and Business Intelligence: Understanding the Microsoft BI Portal Capabilities

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Businesses of all sizes are quickly recognizing the value of Business Intelligence and the value of leveraging SharePoint as a BI portal platform. In this presentation, Perficient outlines how the SharePoint platform aligns with your Business Intelligence initiatives, including Microsoft’s integrated end-to-end BI offering and the role of SharePoint.

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SharePoint and Business Intelligence: Understanding the Microsoft BI Portal Capabilities

  1. 1. SharePoint & Business Intelligence:Understanding the Microsoft BIPortal Capabilities
  2. 2. About PerficientPerficient is a leading information technology consulting firm serving clientsthroughout North America.We help clients implement business-driven technology solutions that integratebusiness processes, improve worker productivity, increase customer loyalty andcreate a more agile enterprise to better respond to new business opportunities.
  3. 3. Perficient Profile Founded in 1997 Public, NASDAQ: PRFT 2011 Revenue of $260 million Major market locations throughout North America — Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New Orleans, Philadelphia, San Francisco, San Jose, Southern California, St. Louis and Toronto Global delivery centers in China, Europe and India 2,000+ colleagues Dedicated solution practices 87% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards 3
  4. 4. Our Solutions Expertise & ServicesBusiness-Driven Solutions Perficient Services• Enterprise Portals  End-to-End Solution Delivery• SOA and Business Process Mgmt  IT Strategic Consulting• Business Intelligence  IT Architecture Planning• User-Centered Custom Applications  Business Process & Workflow Consulting• Interactive Design  Usability and UI Consulting• CRM Solutions  Custom Application Development• Enterprise Performance Management  Offshore Development• Customer Self-Service  Package Selection, Implementation and• eCommerce & Product Information Management Integration• Enterprise Content Management  Architecture & Application Migrations• Enterprise Resource Planning  Education• Management Consulting  Interactive Design• Industry-Specific Solutions• Mobile Technology Perficient brings deep solutions expertise and offers a• Security Assessments complete set of flexible services to help clients implement business-driven IT solutions
  5. 5. Our SharePoint Expertise is #1SharePoint is HOT!Perficient is one of the strongest, largest, most trusted SharePoint partners in theUnited States. 400+ professionals in the SharePoint practice area Leader in cloud-based SharePoint Online implementations 500+ SharePoint projects One of 20 companies worldwide on Microsoft Partner Advisory Council for SharePoint Hired by Microsoft to build SharePoint 2010 demo for Microsoft Technology Centers (MTC) Early access to software and training via Product Group relationships Defined competencies in infrastructure, development, design, and strategy Strong partnerships with Nintex, NewsGator, AvePoint, Telligent, Metalogix, and Yammer 5
  6. 6. What Will We Cover Introductions Business Intelligence – What Are the Goals Assumptions for Today’s Webinar & Summary of the Problem Space BI Aspects of SharePoint & Complete Microsoft BI Offering SharePoint BI Chalk Talk: Users & Informational Needs SharePoint BI Chalk Talk: Which Technologies Best Service These Users & Needs Demonstrations How does Search fit in to BI Common BI Challenges Next Steps 6
  7. 7. Business Intelligence: What Are Some of the Common Goals Today’s Primary Focus Area Flexible Information Reliable Data Well Delivered• Data is centralized and • Data warehouse • Business data pushed clean becomes “single source to managers and execs• Reporting is simple of the truth” through dashboards against this source • Different reports and portals• Business-facing query showing the same data • Timely and appropriate tools allow users to will match reports are delivered self-serve reporting • Users and managers to business users via• Fast turnaround for can trust the numbers email subscriptions or new report on-demand through development when the portal required • Business analysis enabled through analytical tools for deeper custom analysis
  8. 8. Our Assumptions for Today’s PresentationGetting the Right Information to the Right People is a Challenge• You are attempting to get timely information in front of the right people.• You understand that there are many formats that can be used to display data.• You want to understand more about how do to bring it all together.You Have a Business Intelligence Foundation• You understand the core aspects of BI and its business value. Today is not a presentation or overview of all aspects of BI.• You have data in a centralized reporting repository of some sort.You Have or Are Considering SharePoint as a Platform• SharePoint can be leveraged as a comprehensive information platform for the enterprise, including BI, which is where we are focusing for today.• Today’s topics apply to the SharePoint 2007 or 2010 platforms.• Today is not a presentation or overview of the complete, end-to-end SharePoint platform capability set.
  9. 9. Business Intelligence: Summary of theProblem Space 9
  10. 10. Microsoft BI Tools We Will Be Focusing On Today Excel Excel Services Reporting Services Also: Reporting Services PerformancePoint • Enterprise Search Report Builder • FAST 10
  11. 11. Microsoft BI Tools Not Covered In Depth Today PowerPivot / PowerPivot Services Access / Access Services 11
  12. 12. What are the BI Aspects of SharePoint Websites & Portals  Intranet, Extranet, & Internet Sites  Collaboration & Productivity Solutions  On-premise, Cloud-based, & Hybrid Models  Cross Browser, Offline, Mobile, MS Office Integration Business Applications Sites Social Networking Program & Project Management Custom Business Application  Communities, My Sites, Blogs & Wikis Development  Tagging, Tag Clouds, Ratings, Activity Read / Write Integration w/ Line Feeds, Social Bookmarking of Business (LOB) data Composites Communities  Profiles & Expertise Visual Studio Support  Organizational Browsers Data Exposed Through Web Services & APIs Web & Enterprise Content  Web Content Management Insights Content  Enterprise Document, Records, Audio/Video Business Insight & Analysis Management Dashboards & Scorecards  Workflows & Routing, Metadata Search BI Reports Taxonomies and Folksonomies Incorporation of LOB Data from  Document Imaging & Capture Data Warehouse Enterprise Search Web Analytics  Search Structured & Unstructured Content PowerPivot, Excel Services, Visio  Search Content w/in SharePoint, File Services Shares, Websites, Email Folders, Databases, LOB Systems (FAST Search)
  13. 13. What is the Complete Microsoft BI Offering DELIVERY END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONS Microsoft Office PerformancePoint Services for (Excel, PowerPivot) SharePoint BI PLATFORM (RDBMS, ETL, OLAP, Reporting)Mainframe/DepartmentalSystems 13
  14. 14. A Few Terms We Will Use Today with Definitions • “Fixed” displays • Often have parameters or filters Static: • Can support fixed “drill-down” to detailed data • Usually created by a technical resource • Malleable displays • Provide a starting point for analysisDynamic: • Support “digging” into layers of data • “Slice and Dice” • Usually created by a technical resource • Static or DynamicAd-Hoc: • Created by business resources • Created as needed 14
  15. 15. A Few Terms We Will Use Today with Definitions • Key Performance Indicator • A high-level metric (formula) KPI: • Usually has a stoplight indicator or a gauge • Includes a: 1) goal 2) status 3) trend 4) value • Any grouping of related charts, graphs, grids, maps, or other displays on a single surfaceDashboard: • Usually designed to provide “at a glance” awareness of the status of some business process • Can refer to any logical grouping of KPIs • Derives from the “Balanced Scorecard” businessScorecard: measurement concept • Balanced scorecards organize KPIs among 4 perspectives: Financial, Customer, Internal Processes, Resources 15
  16. 16. SharePoint BI Chalk TalkInfo Power Managers/ BusinessConsumers Users Decision Makers Analysts 16
  17. 17. SharePoint BI Chalk TalkInfo Power Managers/ BusinessConsumers Users Decision Makers Analysts• Static Reports• Static Charts/Graphs• Preconfigured Spreadsheets• KPIs 17
  18. 18. SharePoint BI Chalk TalkInfo Power Managers/ BusinessConsumers Users Decision Makers Analysts• Static Reports • Ad-hoc Reports• Static • Ad-hoc Charts/Graphs Charts/Graphs• Preconfigured • Ad-hoc Spreadsheets Spreadsheets• KPIs 18
  19. 19. SharePoint BI Chalk TalkInfo Power Managers/ BusinessConsumers Users Decision Makers Analysts• Static Reports • Ad-hoc Reports• Static • Ad-hoc Charts/Graphs Charts/Graphs• Preconfigured • Ad-hoc Spreadsheets Spreadsheets• KPIs TACTICAL 19
  20. 20. SharePoint BI Chalk TalkInfo Power Managers/ BusinessConsumers Users Decision Makers Analysts• Static Reports • Ad-hoc Reports • Static Dashboards• Static • Ad-hoc • Advanced Charts/Graphs Charts/Graphs Visualizations• Preconfigured • Ad-hoc • Scorecards Spreadsheets Spreadsheets• KPIs TACTICAL 20
  21. 21. SharePoint BI Chalk TalkInfo Power Managers/ BusinessConsumers Users Decision Makers Analysts• Static Reports • Ad-hoc Reports • Static Dashboards • Dynamic Dashboards• Static • Ad-hoc • Advanced Charts/Graphs Charts/Graphs Visualizations • Dynamic Reports• Preconfigured • Ad-hoc • Scorecards • Dynamic Spreadsheets Spreadsheets Charts/Graphs• KPIs TACTICAL 21
  22. 22. SharePoint BI Chalk TalkInfo Power Managers/ BusinessConsumers Users Decision Makers Analysts• Static Reports • Ad-hoc Reports • Static Dashboards • Dynamic Dashboards• Static • Ad-hoc • Advanced Charts/Graphs Charts/Graphs Visualizations • Dynamic Reports• Preconfigured • Ad-hoc • Scorecards • Dynamic Spreadsheets Spreadsheets Charts/Graphs• KPIs TACTICAL STRATEGIC 22
  23. 23. SharePoint BI Chalk TalkInfo Power Managers/ BusinessConsumers Users Decision Makers Analysts• Static Reports • Ad-hoc Reports • Static Dashboards • Dynamic Dashboards• Static • Ad-hoc • Advanced Charts/Graphs Charts/Graphs Visualizations • Dynamic Reports• Preconfigured • Ad-hoc • Scorecards • Dynamic Spreadsheets Spreadsheets Charts/Graphs• KPIs TACTICAL STRATEGIC CLARITY 23
  24. 24. SharePoint BI Chalk TalkSharePoint/Microsoft BI Tools PerformancePoint Reporting Services Excel Services Excel Report Builder SharePoint BI Components 24
  25. 25. SharePoint BI Chalk TalkSharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 25
  26. 26. SharePoint BI Chalk TalkSharePoint/Microsoft Information BI Tools Applications PerformancePoint STATIC REPORTS Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 26
  27. 27. SharePoint BI Chalk TalkSharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports STATIC CHARTS/GRAPHS Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 27
  28. 28. SharePoint BI Chalk TalkSharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services STATIC SPREADSHEETS Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 28
  29. 29. SharePoint BI Chalk TalkSharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services STATIC DASHBOARDS Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 29
  30. 30. SharePoint BI Chalk TalkSharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel SCORECARDS Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 30
  31. 31. SharePoint BI Chalk TalkSharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards AD-HOC REPORTS Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 31
  32. 32. SharePoint BI Chalk TalkSharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder AD-HOC CHARTS/GRAPHS SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 32
  33. 33. SharePoint BI Chalk TalkSharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components AD-HOC SPREADSHEETS Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 33
  34. 34. SharePoint BI Chalk TalkSharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets DYNAMIC REPORTS Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 34
  35. 35. SharePoint BI Chalk TalkSharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports DYNAMIC CHARTS/GRAPHS Dynamic Dashboards/Advanced Visualizations 35
  36. 36. SharePoint BI Chalk TalkSharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs DYNAMIC DASHBOARDS/ADVANCED VISUALIZATIONS 36
  37. 37. How MSFT Technology Aligns to Support the BIProblem Space 37
  38. 38. DemoMicrosoft BI Tools: • PerformancePoint Services • Reporting Services • Excel & Excel Services • Report Builder • SharePoint BI Components 38
  39. 39. Search and BIHow does Search fit in to BI? Q: What is being indexed? For what are we searching? A: “BI artifacts,” not “BI data.” “BI artifacts” refers to documents, web pages, and web parts stored by or visible to SharePoint:  reports, dashboards, KPIs, spreadsheets (Excel Services), databases (Access Services), data visualization diagrams (Visio Services), plus non-Microsoft dashboards and reports Once BI artifacts have been published in SharePoint, e.g. in a Report Center library, they can be indexed by the SharePoint search engine and made available in search results Two kinds of search opportunities:  Pull – users find BI artifacts when they are actively looking for them  Push – the SharePoint application suggests or dynamically exposes BI artifacts*BI artifacts published purely as web parts exposed in the Web Part Gallery appear to be a bit less search friendly, but thereare techniques for adding search accessibility to web parts. 39
  40. 40. Search and BI “Pull” Style Search “Push” Style Search• Extend content types with • 3 API options for .NET code: metadata properties to Keyword Syntax (SP + classify and sort BI artifacts FAST), SQL (SP only), FQL• Metadata exposed as (FAST only) managed properties can be • Federated Search Object used in queries and as facets Model Supports integrating in search results results from multiple search• Use custom search providers forms, audience • Surface search results targeting, and search scopes dynamically into the to optimize results UI, targeted for the user 40
  41. 41. SharePoint Search Technology All editions of SharePoint 2010 include a powerful, configurable, and programmable search engine. Certain advanced features, like search result facets derived from metadata properties, require the Enterprise edition. Microsoft also offers the FAST search product as a SharePoint 2010 add- on, which adds an even more powerful search engine.  FAST search is not required to achieve any of the benefits described on the previous slides related to BI artifacts.  What FAST search adds is the opportunity for a different kind of “business intelligence,” where useful information is derived from mountains of unstructured text instead of being derived from structured data that is primarily numeric in nature. 41
  42. 42. BI: What Are Some of the Challenges? Information Data Centralization Driving Change Distribution• Data from must be • Most BI tools like • While more cleaned & to use Active efficient, BI conformed Directory presents a change• Some data must be authentication in the way people refreshed often in • A good system work the data must be designed • Plain numbers can warehouse to meet future paint a painfully• History needs to business true picture be captured and requirements stored, even when erased from source systems 42
  43. 43. Contact Us Thank You!Follow us on our Microsoft blog: blogs.perficient.com/microsoft Or on Twitter: @Perficient_MSFT 43

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