Learn about analytical and delivery options, visualization frameworks, for business intelligence via Microsoft SharePoint in this presentation by Perficient's Senior Technical Architect, Duane Schafer. You'll also see a demo of SharePoint's BI component.

1. BI Analysis & Delivery Options in
SharePoint
SharePoint Fest Chicago
July 2011

2. Today’s Agenda
• Introduction
• Problem statement
• Analytical and delivery options
• Visualization frameworks
• BI component live demo
• Recap

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 in Sales/Marketing, Energy, Healthcare
– Experience with Microsoft, Oracle, Cognos, Business Objects,
Tableau
• Duane.schafer@perficient.com

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

5. BI Umbrella Term—What Does it Imply?

6. BI 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. Delivery / Analytical Options
Traditional BI
IT gathers IT builds IT builds IT builds
Data cubes reports dashboards
Self-service BI
‘Flavors’ of self-service… Definition?
Business performs
Business gathers and models data
analysis
Collaboration and management
Business shares / Business & IT manage

9. Analytical & Delivery Options
Traditional BI
IT gathers IT builds IT builds IT builds
Data cubes reports dashboards
Reports with drill through?
Reports with dashboards?
Dashboards or scorecards?
Pivot tables or cubes?
Excel cubes in memory?
New
Users? Power Users? Management?

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

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

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

13. Demo Time!

14. Audience Checkpoint

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

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

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

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

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

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

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

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

23. Recap
• 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