KMA SharePoint Saturday San Francisco BI

A Simpleton’s Guide to
Business Intelligence
in SharePoint 2010
Chris McNulty
KMA

9/13/2010 1

About Me
• Working with SharePoint
technologies since 2000/2001
• 20 years consulting and financial
services technology (Santander, John
Hancock, GMO, State Street)
• SharePoint practice lead at KMA
• Write and speak often on Microsoft
information worker technologies
(book out this month!)
• Microsoft MCSE/MCTS/MSA/MVTS
• BC MBA in Investment Management
• Hiking, cooking, playing guitar,
colonial history, photography
• My family: Hayley, three kids (15, 6,
3) and my dog Stan

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Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved.
Twitterhashtag: #spsbay

About KMA
o Full-service IT consulting firm established in 1995
o 28 employees: Partner, PM, Analyst, Developer, QA
o Industry expertise and focus: Professional Services, Life Sciences &
Financial Services
o Microsoft technology focus:
• Microsoft Certified Partner since 1995 / Microsoft Gold Certified
Partner since 2004
• Working with SharePoint technologies since 2001
• Specialties in
 Collaboration: Portals, Communities and Content Management
 Insight: Enterprise Search and Business Intelligence
 Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)

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Agenda
• Goals, Terms & Surrounding Technology
• Technology Overview and Demos
– Simple List and Chart
– Excel Web Access
– Power Pivot
– Business Connectivity Services (BCS)
– SQL Server Reporting Services (SSRS)
– Performance Point 2010
• Summary

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Microsoft SharePoint Server 2010 … the bright frontier

Microsoft SharePoint Server 2010 … the bright frontier

Eastern Long Island, July 4, 2010

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

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Terms
• SSRS – SQL Server Reporting Services
• Cube – a prebuilt matrix of data aggregations, hosted
in SQL Server Analysis Services
• WCF – Windows Communications Framework
• Project Dallas – Microsoft initiative to create publicly
subscribed data services hosted on Azure and
accessed via WCF, PowerPivot, etc.
(http://www.sqlazureservices.com)

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Surrounding Technologies
• Analysis Services (Cubes)
• SQL Server Integration Services (DTS)
• AS-based Dashboard Designer and Reports
• Project Dallas

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SharePoint BI Evolution

Performance
SQL Point
Reporting • Dashboards
Business Services • Analysis
Services
Connectivity
Services
Excel
• External data
Services • External lists
• Excel Web
Access
Chart
• PowerPivot
Web Part

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SharePoint Charting
• Native to SharePoint
(Web Part)
• Code-free solution –
uses web part and
native lists

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SharePoint Charting
• 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

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Excel Services
• Use the world’s #1 BI
modeling tool
• Render data, charts,
interface using native
Excel components (e.g.
Slicers)
• Data stored in Excel

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Excel Services
• Host a presentation layer using Excel Services
– Closely related to Excel Web Access
• Use native SharePoint Status Indicators (KPIs)
– Can also work with lists
• Render Excel 2010 functions (e.g. Slicers) without
Excel 2010 on all clients
• Use when users are skilled in Excel modeling and
charting and data lives in spreadsheets
• Quick tip: understand SSA’s

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PowerPivot
• “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

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PowerPivot
• 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

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Business Connectivity Services
• Read write access to
external data sources in
SP2010 (aka Business
Data Connectivity)
• Pull data into
SharePoint user
interface
• Push data into external
sources

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Business Connectivity Services
• Native Support for data from SQL, .NET, Windows
Communication Frameworks (e.g. Dallas)
• Configured through 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

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SQL Server Reporting Services (SSRS)
• “Code free” but
requires development
tools
• Designed using
Business Intelligence
Developer Studio
• Host in SQL Server or
SharePoint

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SQL Server Reporting Services (SSRS)
• Reports run and render in SSRS Engine
• Deploy reports to “native” SQL server or SharePoint
integrated mode
• Reuse in SharePoint and Dashboard interface
• Export contents to Excel, Word, etc.
• Use when some reports are printed, multipage, etc.

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

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PerformancePoint 2010
• Sophisticated self service modeling
• Decomposition Tree
• Ideal 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

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Next - 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

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Summary
Technology Pros Cons Sample Use Case

SharePoint Lists and Simple code free Simple data aggregations Users understand how to
Charts solutions chart their own data
Excel Services User familiarity Limited to Excel data Users love Excel charts!
sources
PowerPivot Large datasets Requires some Excel 2010 Data is too big for Excel

Business Connectivity Access data beyond Write access needs Integrate data from
Services SharePoint boundary control external sales order
system
SQL Reporting Services Commonly used SQL Entry level development Need to print large
query techniques skills multipage reports; export
to Excel
Performance Point and Rich scorecard and Requires more On screen data
Analysis Services reporting environments, development exploration of prebuilt
aggregates other sophistication analyses
elements like SSRS

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Resources: Microsoft and KMA
• 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:
– Online content, blogs, articles available through www.kma-llc.net
– Monthly live seminars/webinars
– Upcoming Events:
– SPTechCon (Boston) October 2010
– SharePoint 2010 Webinar – September 22, 2010 (upgrades and “the cloud”)
– Standard Offerings
– SharePoint Health Check - 1-2 day fixed price engagement
– SharePoint 2010 Readiness 2 day fixed price engagement
– SharePoint Deployment Planning Services (SDPS)
– Information Architecture and Taxonomy Quick Start
– [Microsoft Office] Business Value Planning Services (BVPS)

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Q&A

• Open
Questions
• Contact Me
• Ask the Experts
• Prizes!

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Thank you…
• Contact Details
– Email cmcnulty@kma-llc.net
– Blog http://blogs.kma-llc.net/microknowledge
– Twitter: http://twitter.com/cmcnulty2000
– LinkedIn:http://www.linkedin.com/in/cmcnulty

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Thank You!

PLEASE COMPLETE
THE SESSION SURVEY

KMA SharePoint Saturday San Francisco BI

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