This document summarizes a presentation about data visualization and business intelligence tools in SharePoint 2010. It discusses tools for visualizing data from simple lists and charts to more advanced options like Excel Services, PowerPivot, PerformancePoint and SQL Server Reporting Services. It provides an overview of each tool's capabilities and complexity levels. The presentation includes demonstrations of charting, PowerPivot, Pivot and PerformancePoint. Resources for further information are also listed.

1. See Beyond the Numbers:Data Visualization in SharePoint 2010 Fairfield CT SharePoint User Group August 2011Chris McNulty

3. Working with SharePoint technologies since 2000/2001

4. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)

5. MBA in Investment Management from Boston College Carroll School of Management

6. Write and speak often on Microsoft IW technologies (blogs & books)

7. Microsoft MCSE/MCTS/MSA/MVTSP

8. Hiking, cooking, playing guitar, colonial history, photography

10. But I LOVE Connecticut…

11. Goals, Terms & Surrounding Technology Complexity Levels of These Solutions Technology Overview and Demos Simple List and Chart Excel Services Power Pivot Pivot BCS & SQL Server Reporting Services (SSRS) Performance Point 2010 Mapping Summary Resources Question and Answer Period Contact Information Agenda

12. Goals for BI Design Answering the known questions about our business Allowing users to self-discover patterns and answers to questions we haven’t yet been asked

13. The carousel paradox…

14. BCS – Business Connectivity Services SSRS – SQL Server Reporting Services Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services Windows Azure DataMarket (fka Project Dallas) – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com) Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information Terms

15. Complexity Levels of These Solutions Cost Time

16. SharePoint BI Evolution

17. Native to SharePoint (Web Part) Code-free solution – uses web part and native lists Data sources Other Lists (Site Collection) BCS/Business Data Catalog Excel Services Standard Types Bar, Area, Line, Bubble, Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid Typical use - quick visualization of SharePoint data Quick tip – use the wizard SharePoint Charting

18. DEMO – Chart Web Part

19. World’s #1 BI tool Render data, charts, interface using native Excel components (e.g. Slicers) without Excel 2010 on all clients Data stored in Excel; SharePoint hosts a presentation layer using Excel Services Native SharePoint Status Indicators (KPIs) Can also work with lists Use when users are skilled in Excel modeling and charting and data lives in spreadsheets Excel Services

20. “Project Gemini” – host 1-10MM row datasets Excel and SharePoint components Data doesn’t live in spreadsheet Released with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine PowerPivot

21. Like Excel Web Access except underlying data can be sourced from: SQL, Analysis Services Cube, SSRS Report Access Power Pivot/Excel Data Feeds (XML, Atom, Azure, WCF OData, Dallas) Oracle, Teradata, Sybase, DB2 ODBC Text files Excel optimized to handle data management and memory cache locally SharePoint builds cache and optimizes for server web access Use when Excel modeling skills are high but data is too large or too heterogeneous to keep in multiple Excel spreadsheets Quick tip: www.powerpivotgeeks.net PowerPivot

22. DEMO - PowerPivot

23. “Interact with massive amounts of data in ways that are powerful, informative, and fun” Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web Create a “collection”- underlying schema is CXML or Collection XML. View in SharePoint via Silverlight viewer Complexity: Excel tool available Tip: http://getpivot.com Pivot

24. DEMO - Pivot

25. Read write access to external data sources in SP2010 (aka Business Data Connectivity) Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas) Configin SharePoint Designer 2010 Republish data to consuming applications (e.g. Outlook 2010) Use when key data lives outside SharePoint direct control – e.g. accounting systems Quick tip: Secure Store Service is needed Business Connectivity Services

26. “Code free” integrated solution (with SQL 2008 R2) (can also use Business Intelligence Developer Studio) SharePoint integrated mode preferred Export contents to Excel, Word, etc. Reuse in SharePoint and Performance Point Dashboards Self service reporting in integrated mode! Use when some reports are printed, multipage, etc. SQL Server Reporting Services (SSRS)

27. Formerly Project Dallas Azure-based public data subscriptions Addressed through OData/XML Query/view download Samples available now at http://www.sqlazureservices.com TIP: Sample data sets are limited in CTP Windows Azure DataMarket

28. Dashboard Designer (browser downloadable) Integrates Excel Services, SSRS, and Performance Point Self service modeling via Decomposition Tree Ideal for SSAS but also work with standard data sources (lists, SQL) Requires SQL development to build SSAS cubes Use when data structures are stable and modeling skills are moderate (dimensions, facts) Quick tip: don’t fear SSAS! If you have Project Server you already have cubes PerformancePoint 2010

29. DEMO – PerformancePoint

30. IDC reports that nearly 80% of business data has a location component Make business tools as engaging as what’s on the web Use cases: Customer base / trade areas Routing and shipping Targeted marketing Supply chain & disruption resolution Custom Web Part or Self Service SSRS Mapping

31. Mapping

32. DEMO - Mapping

33. Summary - Engineering

34. Summary - Solutions

35. 2010 BI Solutions in SharePoint Large Datasets Visual Navigation Pivot PowerPivot PerformancePoint Mapping SharePoint list KPI / Status Indicator SQL Reporting Services Chart Web Part Excel Services Printing or exporting Small Datasets

36. From Microsoft: Business Intelligence: http://www.microsoft.com/bi/ SharePoint 2010 site: http://sharepoint.microsoft.com SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx BI Blog: http://blogs.msdn.com/b/bi/ From KMA (www.kma-llc.net) Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.) White papers, blogs, presentations, news, and events From Me SharePoint Saturday the Conference Washington DC – August 12/13 (BI, Adoption, IT Platform, Project Server, MMS) New Jersey SharePoint User Group September 14 (Business Intelligence) SharePoint Saturday NH – September 24, 2011 (Business Intelligence) KMWorld DC October 2011 (IT) Resources - General

37. Bing Developer Center & Bing Maps Customer Gallery: http://www.microsoft.com/maps/developers/ Bing Maps Blog: http://www.bing.com/community/blogs/maps/ GIM International – online magazine of geomatics: http://www.gim-international.com/index.php Resources: Mapping

38. Microsoft Live Labs Pivot site http://www.microsoft.com/silverlight/pivotviewer/ Viewer control for Silverlight: http://www.silverlight.net/learn/pivotviewer/ Pivot Collection Gallery: http://www.getpivot.com/collections/ Resources: Pivot

40. Evaluations

41. Contact Me