This document provides an overview of business intelligence capabilities in SharePoint 2010, including: - Native charting and visualization of SharePoint list data. - Excel Services to render Excel workbooks containing data, charts, and interfaces. - PowerPivot to host large datasets from various sources and enable Excel-style modeling. - Business Connectivity Services to integrate external data sources into SharePoint. - SQL Server Reporting Services for more advanced report design. - PerformancePoint 2010 for sophisticated dashboards integrating multiple BI tools. - Project Dallas for accessing public data subscriptions through Azure.

1. A Simpleton’s Guide to Business Intelligence in SharePoint 2010Chris McNultyKMA

2. A Simpleton’s Guide to Business Intelligence in SharePoint 2010SharePoint Saturday East BaySeptember 2011Chris McNulty

3. About MeWorking with SharePoint technologies since 2000/200120 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)SharePoint practice lead at KMAWrite and speak often on Microsoft information worker technologies (book out this month!)Microsoft MCSE/MCTS/MSA/MVTSBC MBA in Investment ManagementHiking, cooking, playing guitar, colonial history, photographyMy family: Hayley, three kids (15, 6, 3) and my dog Stan

4. About KMAFull-service IT consulting firm established in 1995

5. 28 employees: Partner, PM, Analyst, Developer, QA

6. Industry expertise and focus: Professional Services, Life Sciences & Financial Services

7. Microsoft technology focus:

8. Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004

9. Working with SharePoint technologies since 2001

10. Specialties in

11. Collaboration: Portals, Communities and Content Management

12. Insight: Enterprise Search and Business Intelligence

13. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)AgendaGoals, Terms & Surrounding TechnologyTechnology Overview and DemosSimple List and ChartExcel Web AccessPower PivotBusiness Connectivity Services (BCS)SQL Server Reporting Services (SSRS)Performance Point 2010Summary

14. Microsoft SharePoint Server 2010 … the bright frontier

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

16. Goals for BI DesignAnswering the known questions about our businessAllowing users to self-discover patterns and answers to questions we haven’t yet been asked

17. TermsSSRS – SQL Server Reporting ServicesCube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis ServicesWCF – Windows Communications FrameworkProject Dallas – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)

18. Surrounding TechnologiesAnalysis Services (Cubes)SQL Server Integration Services (DTS)AS-based Dashboard Designer and ReportsProject Dallas

19. SharePoint BI Evolution

20. SharePoint ChartingNative to SharePoint (Web Part)Code-free solution – uses web part and native lists

21. SharePoint ChartingData sourcesOther Lists (Site Collection)BCS/Business Data CatalogExcel ServicesStandard TypesBar, Area, Line, Bubble, Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, PyramidTypical use - quick visualization of SharePoint dataQuick tip – use the wizard

22. Excel ServicesUse the world’s #1 BI modeling toolRender data, charts, interface using native Excel components (e.g. Slicers)Data stored in Excel

23. Excel ServicesHost a presentation layer using Excel ServicesClosely related to Excel Web AccessUse native SharePoint Status Indicators (KPIs) Can also work with listsRender Excel 2010 functions (e.g. Slicers) without Excel 2010 on all clientsUse when users are skilled in Excel modeling and charting and data lives in spreadsheetsQuick tip: understand SSA’s

24. PowerPivot“Project Gemini” – host 1-10MM row datasetsExcel and SharePoint componentsData doesn’t live in spreadsheetReleased with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine

25. PowerPivotLike Excel Web Access except underlying data can be sourced from:SQL, Analysis Services Cube, SSRS ReportAccessPower Pivot/ExcelData Feeds (XML, Atom, Azure, WCF OData, Dallas)Oracle, Teradata, Sybase, DB2ODBCText filesExcel optimized to handle data management and memory cache locallySharePoint builds cache and optimizes for server web accessUse when Excel modeling skills are high but data is too large or too heterogeneous to keep in multiple Excel spreadsheetsQuick tip: www.powerpivotgeeks.net

26. Business Connectivity ServicesRead write access to external data sources in SP2010 (aka Business Data Connectivity)Pull data into SharePoint user interfacePush data into external sources

27. Business Connectivity ServicesNative Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)Configured through SharePoint Designer 2010Republish data to consuming applications (e.g. Outlook 2010)Use when key data lives outside SharePoint direct control – e.g. accounting systemsQuick tip: Secure Store Service is needed

28. SQL Server Reporting Services (SSRS)“Code free” but requires development toolsDesigned using Business Intelligence Developer StudioHost in SQL Server or SharePoint

29. SQL Server Reporting Services (SSRS)Reports run and render in SSRS EngineDeploy reports to “native” SQL server or SharePoint integrated modeReuse in SharePoint and Dashboard interfaceExport contents to Excel, Word, etc.Use when some reports are printed, multipage, etc.

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

31. PerformancePoint 2010Sophisticated self service modelingDecomposition TreeIdeal 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

32. Next - Project DallasAzure-based public data subscriptionsAddressed through OData/XMLQuery/view downloadSamples available now at http://www.sqlazureservices.comTIP: Sample data sets are limited in CTP

33. Summary

34. Resources: Microsoft and KMAFrom Microsoft:

35. Business Intelligence: http://www.microsoft.com/bi/

36. SharePoint 2010 site: http://sharepoint.microsoft.com

37. SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx

38. BI Blog: http://blogs.msdn.com/b/bi/

39. From KMA:

40. Online content, blogs, articles available through www.kma-llc.net

41. Monthly live seminars/webinars

42. Upcoming Events:

43. SPTechCon (Boston) October 2010

44. SharePoint 2010 Webinar – September 22, 2010 (upgrades and “the cloud”)

45. Standard Offerings

46. SharePoint Health Check - 1-2 day fixed price engagement

47. SharePoint 2010 Readiness 2 day fixed price engagement

48. SharePoint Deployment Planning Services (SDPS)

49. Information Architecture and Taxonomy Quick Start

50. [Microsoft Office] Business Value Planning Services (BVPS)Q&AOpen Questions

51. Contact Me

52. Ask the Experts

53. Prizes!Thank you…Contact DetailsEmail cmcnulty@kma-llc.netBlog http://blogs.kma-llc.net/microknowledgeTwitter: http://twitter.com/cmcnulty2000LinkedIn:http://www.linkedin.com/in/cmcnulty

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