This document provides an overview of Microsoft SharePoint 2010 Business Intelligence (BI) capabilities. It discusses the three stages of BI (organizing data, delivering data, and using data for decisions), components of the SharePoint 2010 BI platform including Excel Services and PowerPivot, architecture, deployment considerations, and demonstrations of key BI features in action. The goal is to help readers understand how SharePoint 2010 can be used to bring together an organization's BI needs and efforts into a single, customizable and extensible platform.

1. Bringing it All TogetherSharePoint 2010 Business IntelligenceKathryn Birstein, SharePoint ArchitectSharePoint Salvationhttp://www.sharepointsalvation.com

2. What is Business Intelligence?Any information that pertains to the history, current status or future projections of a business organizationSystems that provide directed background data and reporting tools to support and improvethe decision-making process

3. The Three Stages of Business IntelligenceOrganizing, cleansing and collecting dataDelivering the data in a consistent and appropriate, meaningful and easy-to-use formatUsing the data to make effective decisions

4. Stage 1: Organizing DataOLAP (Online Analytical Processing)Precalculates and stores aggregates in SSAS databasesUse Business Intelligence Studio (BIDS) to create SSAS databasesCubes: The basic unit of storage and analysis in Analysis Services Dimensions: a category for analyzing business data, ex: States,CitiesMeasures: column in a table that you'd like to analyze, ex: sales

5. Stage 2: Delivering DataA team effort – need at least business analyst with a good knowledge of data warehouseEstablish governance rules upfront – only stored procedures, all connections in libraries, etc.Enlist business power users to manage rights of BI objectsTest user acceptance at draft stage

6. The Business Intelligence MarketBy 2014 the total sales of BI products is expected to hit $12bn

7. Microsoft SharePoint 2010The business collaboration platform for the Enterprise and the WebSitesConnect and Empower PeopleCommunitiesCompositesCut Costs with a Unified InfrastructureContentInsightsRapidly Respond to Business NeedsSearch

8. SharePoint 2010 BI ProsLess expensive than other solutions—free with Enterprise version of SharePoint 2010Completely customizable and extensible with .NET and SilverlightGood support from Microsoft premier supportBrings together your entire environmentOffers users more “self-service” optionsIs “embedded” with SharePoint rather than separate

9. SharePoint 2010 BI ConsMore work to get started—have to build or purchase a risk analysis application (like ProViz XL IRM), for instance, while other products offer this OTBSharePoint 2010 setup and admin requires senior IT supportRequires SharePoint Enterprise licenseNeed to be a entirely Microsoft shop to reap the full benefitsNew kid on the block

10. When to Use SharePoint BI?When your organization is looking for a long term solutionWhen you are an all-Microsoft shopWhen flexibility and extensibility are paramount concernsWhen your users make extensive use of Excel for modeling critical dataWhen delivering data worldwide is important

11. What Comprises SharePoint BI?The following services are the primary SharePoint Business Intelligence servicesExcel ServicesPowerPivot for Excel 2010Performance Point SQL Server Reporting ServicesOffice Web AppsVisio Graphic ServicesBusiness Connectivity Services

12. Supporting BI ServicesThe following services play a supporting role in SharePoint Business Intelligence servicesEnterprise SearchSecure Store ServiceMetadata ServiceUsage Data CollectionWeb AnalyticsState Service

13. Other SharePoint BI ElementsSQL Server 2008 R2 Analysis Services – for OLAP cubesBusiness Intelligence Studio – for report and cube creationReport Builder – for report creation by business usersDashboard Designer – the client part of Performance Point SharePoint Designer 2010 – for Business Connectivity connections, etc.

14. SharePoint BI Brings it All TogetherFunctional ViewPoint

15. SharePoint BI Brings It All TogetherStructural Viewpoint

16. SharePoint 2010 BI Architecture

17. SharePoint 2010 BI DeploymentMany interdependent servicesMust use Kerberos authentication for full, secure, data accessRead and use 177-page white paper “Configuring Kerberos Authentication for Microsoft SharePoint 2010 Products”Must TEST connections to external data – make sure you can refresh successfullySQL databasesSQL Server OLAP cubesOther data sources

18. Service Applications BenefitsNo longer a separate SSP websiteSAs managed via Central AdministrationPick and choose the services you useIf you don’t need a service, don’t add itWeb applications can consume services on an individual basisEach Web application can use any combination of all available SAsService Applications may be organized into groups called Proxy GroupsDeploy multiple instances of the same SAJust give each one a unique nameReuse SA instances across multiple Web applications in farm

19. Service Model – Architectural ViewService: Actual program (binaries) deployed to servers in farmService Machine Instance: Actual instance of the running service binaries on a serverService ApplicationService Application:Configuration of the service in a farmService ProxyService ProxyService Application Proxy:Reference to the Service ApplicationService Consumer:Bits that utilize the service’s logicWeb Part, Pages(Service Consumer)*.SVC’s, PowerShell Cmdlets(Service Consumer)

20. What is a Service Application?Service Application: A configured logical instance of a ServiceProvides data or computing resourcesExposes administrative interfacesUses resourcesService DatabaseApplication PoolService Instances: Running physical instance of a serviceContains the configured user accounts the server will run asContains connection details for the configured databases utilized by the serviceCould be non-SharePoint schema databases … ie: custom DBs

21. How is a Service Application Used?Features, such as web parts, on a Web App use Service ApplicationsWeb application  SA Proxy  Service ApplicationA Service Application Proxy connects a Web App to a Service appAssociations determined by administrators, can be changed any timeConnections can be managed individually or in groups (‘Service Application Proxy Group’)

22. Service Application ProxyA proxy is a virtual entity that connects Web applications to service applicationsConsumers interact with the service via proxiesInstalled on the WFE serversAssociated with a service applicationKnows how to connect to the service on the app servers via WCF servicesTalks to a round-robin load balancer when the service is installed on multiple app servers

23. Service Application Proxy GroupsA proxy group is a group of Service Application proxies that are selected for a web applicationBy default, all SA proxies are included in the default proxy groupYou can remove them from the default groupWhen you create a web app you can:select the default proxy groupcreate a custom proxy group by selecting which SA proxies should be included

24. Excel Services ArchitectureW E B F R O N T E N DREST APIExcel Web ServicesExcel Web Access JSONExcel Proxy (connector-part of Excel Service Application)A P P L I C A T I O N S E R V E RUser-Defined FunctionsExcel Calculation ServiceSharePoint Content DatabaseExternal Data SourcesXLSX / b / mOracleOLAP

25. Excel Deployment: Let's Get RealWeb applications must use Kerberos authentication, add SPN on app pool accounthttp/WFE and http/WFE.mydomain.comCreate Excel Calculation Services SPN on Application Pool identity accountHTTP/appservernameStart Excel Calculation Services on APP serverAdd and configure Excel Service Application

26. SharePoint 2010 Authentication

27. Excel Deployment (continued)Start Claims to Windows Token Service on APP serverCheck to make sure its running as “Local System” in Central Admin/SecurityInstall SSAS on SQL ServerCreate SPN for SSAS service account, MSOLAPSvc.3/sqlservernameConfigure constrained delegationOn APP server, add SSAS service accountOn Excel service account, add SSAS service account

28. Excel Services LimitationsSupported and Unsupported Featureshttp://msdn.microsoft.com/en-us/library/ff595319.aspxDifferences between using a workbook in Excel and Excel Serviceshttp://office.microsoft.com/en-us/excel-help/differences-between-using-a-workbook-in-excel-and-excel-services-HA010021716.aspx

29. PowerPivot Deployementhttp://msdn.microsoft.com/en-us/library/ee210616.aspxInstall PowerPivot for “existing” farm from SQL Server 2008 DVD on APP serverDeploy powerpivotwebapp.wsp solution to each web application that will run PowerPivotCreate a PowerPivot service applicationInstall Secure Store and configure unattended service account (you really should use Kerberos)Activate PowerPivot feature on site collections

30. Demo of Excel Services setup

31. Demo of Excel Services in Action(create data connection)

32. PowerPivot Demo(show in Excel 2010 and publish to PowerPivot Gallery)

33. Report Server Demo(show internet sales and connection to stored procedure)

34. PPS Architecture

35. Dashboard Designer Download

36. Visio Services, At a Glance“Data-Driven Diagrams in SharePoint”1 hour later…Top Features:Diagrams all live in SharePoint

37. Diagrams viewable in the browser

38. Diagrams created once only

39. Diagrams containing data graphics are refreshable

40. Diagrams give data context and improve insights into the state of a systemData Source

41. FAST BI Indexing ConnectorAdd-in to FAST Search Server for SharePointQuery and Crawl XLSX/XSLM and RDL reportsDedicated Reports tabUse filters to refine and narrow resultsBI Search identifies Table, Pivot Tables, and Chart DataCrawls data not visible in report using data connection

42. Detailed Report InformationLocation of Search TermFind Similar ReportsReport Preview

43. SO! How do I Get Started?

44. Watch VideosMicrosoft BI Resource Centerhttp://technet.microsoft.com/en-us/sharepoint/ee692578.aspxTwo important Twenty-Six New York videos:http://www.26ny.com/content/5.1_articles.html#articles_webcasts1. How does the Microsoft BI Stack . . .Stack UP? An excellent review of all the BI software products out there and how they compare to Microsoft BI. 2. Rapid BI Dashboard Development A great demo of Performance Point Dashboard Designer showing the full power of this tool

45. Do Some TutorialsExcel Services Tutorial – Is It Working?http://www.sharepointmonitor.com/2010/02/getting-started-with-the-sharepoint-2010-excel-services/ PowerPivot Tutorial for Excel 2010http://technet.microsoft.com/en-us/library/ee835510.aspxReporting Services Tutorialshttp://msdn.microsoft.com/en-us/library/bb522859.aspxSQL Server Analysis Services Tutorialhttp://technet.microsoft.com/en-us/library/ms170208.aspx

46. Create a Sales Dashboard in PPShttp://technet.microsoft.com/en-us/bi/ff643005.aspx

47. SharePoint 2010 BI ResourcesChoosing a Business Intelligence Toolhttp://technet.microsoft.com/en-us/library/ff394320(office.14).aspxExcel Services 2010 Overviewhttp://technet.microsoft.com/en-us/library/ee424405(office.14).aspxOffice Web Appshttp://technet.microsoft.com/en-us/library/ee855124(office.14).aspxPowerPivot for SharePointhttp://technet.microsoft.com/en-us/library/ee210682(SQL.105).aspxPerformancePoint Services Planninghttp://technet.microsoft.com/en-us/library/ee681486(office.14).aspxReporting Services & SharePoint Integrationhttp://technet.microsoft.com/en-us/library/ee210649(SQL.105).aspxVisio Services Planninghttp://technet.microsoft.com/en-us/library/ee663482(office.14).aspx

48. Thank you sponsors!!

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