The document discusses Microsoft’s Business Intelligence (BI) offerings through SharePoint, covering tools like Excel Services, PowerPivot, and PerformancePoint, along with their functionalities and integrations. It outlines the comparison between different BI technologies and how they cater to various levels of business needs, from personal to corporate BI. The presentation emphasizes the importance of balancing data management and analytics for effective decision-making in organizations.

1. Sydney SharePoint User Group
Business Intelligence
with SharePoint
Nazish Qasim
Sr. SharePoint Consultant
WebVine

2. Agenda
»Understand BI offerings from Microsoft
»Comparison
»Walkthrough
»Demo

3. History of BI
Source:
http://de.slideshare.net/perficientinc/business-reporting-with-sharepoint-and-
selfservice-bi-with-powerpivot

4. Microsoft‟s BI Stack
» Connect and Empower People
» Cut costs with a unified infrastructure
» Rapidly response to business needs

5. Excel Services
• Load, calculate, and display
Excel workbooks on SharePoint.
• Reuse and share Excel
workbooks on portals and
dashboards.
• Control what data is displayed
• Maintain a single version of your
Excel workbook
• Capitalize the power of Excel in
your applications

6. Example – Excel Services REST API

7. PowerPivot
• Powerful data mashup and modeling
• In-memory technologies analytics
• Bring self-service and team BI to everyone
• Work with over a million rows of data in
seconds
• Integrate reusable data from
heterogeneous data sources
• Connect everyone with rich integrated
features
• Comes in two flavours

10. PowerView
• Tool for visual data analysis
• Tool for creating highly interactive,
presentation-ready reports
• Intuitive data exploration
• Encourages ad-hoc reporting
• Comes in two versions
• Data visualization of PowerPivot models
and SQL Server Analysis Services
databases

11. Example

12. PerformancePoint
• Tool to create interactive, context-driven dashboards
with balanced scorecards, key performance
indicators, analytic reports, and filters.
• Leverages SP2010‟s security
• 100% synchronized content integration between the
BI Center and Dashboard Designer
• Dashboard, dashboard components, and reports are
available for immediate use in web parts

13. Example

14. Reporting Services
• Tools and services to help you create, deploy, and manage reports
for your organization
• Programming features that enable you to extend and customize your
reporting functionality
• Create interactive, tabular, graphical, or free-form reports from
relational, multidimensional, or XML-based data sources.
• Reports can include rich data visualization, including charts, maps
• Publish reports, schedule report processing, or access reports on-
demand.
• Native mode or SharePoint mode

16. BI - Technology View
Relational
Databases
Business
Applications
Files OData Feeds Cloud ServicesDeployed
BI Semantic
Models
Third-PartyReportsExcelPowerPivotPower ViewPerformance Point
SQL Server
Data Warehouse
SQL Server
Integration Services
SQL Server
Analysis Services
SQL Server
ReportingServices
SharePoint Server
Excel Services
Search
Visio Services
PerformancePoint Services
PowerPivot Add-In
Reporting Services
Power View
DataTierInformationTierPresentationTierClientTier

17. Levels of BI
On-Premise and Cloud
Personal BI
You create your
own workbook
and use the rich
features of Excel to
interact with the
workbook and the
data it contains.
Self-Service BI
You create your
workbook and
publish it to
SharePoint for
wider
consumption.
Corporate
BI
“Professionally”
authored using
SharePoint,
Reporting Services,
and
PerformancePoint.
Has lasting power.

18. Farm Setup
Taken from MSBI Academy

19. Comparison

20. Comparison
Excel Services/
PowerPivot for Excel

21. Comparison
Source:
http://technet.microsoft.com/en-us/library/gg537617(v=office.14).aspx

22. Comparison
PowerPivot PerformancePoint
Data
SQL/OLTP, view all imported data
 XML feeds, tabular, Reporting Service
Analysis Services
 SQL, Tabular, PowerPivot
 XML Feeds, cannot view detailed data
Data
Manipulation
UI: Relationships, calculated
columns/measures with auto-fill, automated
PivotTable conversion to DAX
 Language(s): DAX, MDX, T-SQL
 MDX
 No UI manipulations
Data Refresh
Scheduled (SP)
 Manual (Excel)
Live connection / upon browser
request/refresh
Visualization
PowerPivot tables & charts
 All other features available in Excel
 Scorecard, Strategy Maps, Extendable
Pivot Table/Chart areas, web pages
KPI‟s, Charts, Data Grids, Scorecards,
Extendable Dashboards, Strategy Maps,
External Reports, Web pages
 What-if Analysis, some visualization types
available only to Analysis Services
Slicing &
Dicing
PivotTable & Charts Slicers
 All other filter, find, and sort features
available in Excel
 „Native‟ Multidimensional drilling
Drill up/down, Top/Bottom N & value filters,
Decomposition Tree, Independent reusable
filters
 Multidimensional drilling for non-OLAP
 Performs at its Best / Pros  Supports  Does Not Support / Cons
Taken from
http://www.slideshare.net/VeriPoint/ms-powerpivot-performancepoint-2010-introduction

23. WALKTHROUGH
PerformancePoint

24. Start Performance Point Dashboard Designer

25. Create a Data Connection

26. Data Sources

27. Connection

28. Initial Configurations

29. Filters

30. Report Templates

31. Build the report

32. Scorecard

33. Dashboard

34. Publish the dashboard

35. Creating Mashups

36. Demo
BI

37. Summary
• Balance between Data Management vs Analytics
• Reporting Services/Excel for operational managers
• Excel PowerPivot/View for analysts and mid-level
managers
• PerformancePoint/Reporting Services for
Corporate/Executive managers

38. Thank You
Phone: +61 2 9554 6057
Email: info@webvine.com.au
Web: webvine.com.au