The document discusses business intelligence (BI) analysis and delivery options in SharePoint. It presents frameworks to help decide which BI technologies are best suited for different user groups, including traditional BI, self-service BI, and collaboration tools. It highlights options like Excel Services, PerformancePoint, PowerPivot and SQL Server Reporting Services and how they enable different types of visualization, analysis capabilities and degrees of user self-service.

1. Microsoft BI Practice presents: BI Analysis & Delivery Options in SharePoint

2. Introduction Problem Statement Analytical and Delivery options Visualization Frameworks BI Component Live Demo Recap Agenda

3. Introduction Duane Schafer – Microsoft BI Practice Manager at Perficient National traveling BI practice within Microsoft Competency Center Over 15 years of technical implementation and architecture experience B.S. Computer Science, MBA with DSS emphasis Primary industry experience: Sales/Marketing, Energy, Healthcare Experience with Microsoft, Oracle, Cognos, Business Objects, Tableau [email_address]

4. Audience Poll Who is leveraging SharePoint 2010 BI? Who is planning an upgrade to SharePoint 2010? Business vs. IT

5. BI the umbrella term – What does it imply?

6. BI the umbrella term – What does it imply?

7. Problem Statement “ OK, so I have all of this data, and I have all of these tools. Now what?” “ PerformancePoint? Pivot Tables? Puff Daddy? PowerPivot?” “ How do I decide which technology to give to a specific user group?”

8. Analytical & Delivery Options Traditional BI Self-service BI Collaboration and management ‘ Flavors’ of self-service… Definition?

9. Analytical & Delivery Options Traditional BI Management? Power Users? New Users? Reports with drill through? Reports with dashboards? Dashboards or Scorecards? Pivot Tables or Cubes? Excel Cubes in memory?

10. Visualization Framework Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis

11. Visualization Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis

12. Visualization (Capability) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis

13. Demo Time!

14. Audience Checkpoint

15. Visualization (Usage) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis

16. Visualization (Usage) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis

17. Visualization (Usage) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis

18. Visualization (Usage) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis

19. Visualization (Usage) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis

20. Visualization (Usage) Framework SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Subscription based reports Controlled ad-hoc analysis Free-form exploration Self-service analysis Problem modeling Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis

21. Flavors of Self-Service SharePoint 2010 SSRS Excel Services PerformancePoint Visio Services PowerPivot Predixion Degree of Power User Business Visibility / Value Tactical Messaging Tactical Analysis Strategic / Operational Monitoring Advanced Analysis Predictive Analysis

22. Points of Confusion Report from a DW or cube? Some visualizations need a cube to work Drill-downs and cross-drilling is inherent to cubes (no extra coding is needed) Don’t build Time Intelligence into the DW, use TI functions in PPS KPI’s Build in cube or PerformancePoint? Pivot Table vs. PowerPivot? Is PowerPivot a cube?

23. Approach SharePoint BI decisions with frameworks: Capability – What are my users capable of using? Usage – What are they likely to use? ‘ Flavors’ of self-service Points of confusion Responsibility of BI Architect Recap