Creating Business Intelligence Solutions using SharePoint 2010Ivan SandersSharePoint MVP Developer, EvangelistDimension Solutionsivan@dimension-si.com
AgendaCommon SharePoint 2010 IssuesBusiness Intelligence (BI) PrimerBI Tools in SharePoint 2010Excel ServicesVisio ServicesPerformancePoint ServicesReporting ServicesPutting it all TogetherQA
Common IssuesSharePoint 2010 Installation ConfigurationSearch Page SharePoint ManagementOther Stuff you get for free
Common SharePoint Issue resolutiondemo
Business Intelligence (BI) Primer
What are Dashboards?EmpowerYour UsersVisual displays of information needed to achieve one or more objectives*Single-Screen display of informationShould answer fundamental questionsAlert the user to issues or problemsOperational, Performance, Personal
What are Scorecards?EmpowerYour UsersElements of a dashboardAlign strategies and organizational goalsMeasure and manage Key Performance Indicators (KPI)Modeled after the business, not the data
Microsoft SharePoint 2010 The business collaboration platform for the enterprise and the web
Excel Services & PowerPivot
What is Excel Services?Real-time, interactive, end-user BI reporting toolDisplays all or targeted elements of Excel workbooks through the browserExtends Excel capabilities such as external data connectivity and Excel based modeling to the browserApplication Development platform for building data-centric applicationsAutomate workbooks via Web Services APIProvide highly interactive application Easily distribute Excel content via REST
What is PowerPivot Technology “PowerPivoting” Massive Data VolumesWith a few mouse clicks, a user can create and publish intuitive and interactive self-service analysis solutions.PowerPivot for ExcelPowerPivot for SharePoint
EmpowerYour UsersInteractive Slicing and Dicing     Excel 2010 and Excel ServicesInteractive slicers enable users to look at the data from various directions in Excel 2010 and in the browser through PowerPivot for SharePoint and Excel Services.
Excel Services & PowerPivotdemo
Visio services
Visio Services Key Features
Visio Services featuresRenderingBrowser-agnosticFull Fidelity rendering using Down-level experience in PNGVisual Refresh of Data DiagramsRefresh data connected diagrams to:Supports Kerberos, SSO & Unattended Auth.Automatic refreshOLEDBODBCSP ListsSQLExcel
EmpowerYour UsersVisio Services, At a Glance“Data-Driven Diagrams in SharePoint”1 hour later…Top Features:Diagrams all live in SharePoint
Diagrams viewable in the browser
Diagrams created once only
Diagrams containing data graphics are refreshable
Diagrams give data context and improve insights into the state of a systemData Source
Visio Servicesdemo
PerformancePoint Services
PerformancePoint ServicesEmpowerYour UsersContext-driven dashboards across systemsProvides transparency and accountabilityInteractive access using browserCan be created/updated by power-users/professionals
Designing PPS ApplicationsEmpowerYour UsersDashboard designer used to create contentClickOnce application launched from browserManages content directly in SharePointLists for content, data sources, dashboards
Visual Data ExplorationDecomposition trees allow data explorationNew in SharePoint 2010Available by right clicking data in browserAnalyze -> Decomposition TreeAllows filtering\expanding across dimensionsAllows faster and more relevant visualization of data
PerformancePointdemo
ReportingServices
EmpowerYour UsersReport Authoring and Publishing Intuitive AuthoringReport SharingReuse of SubcomponentsAccelerate report creation by leveraging existing content objects, such as Queries, Tables, Charts, Maps, Gauges, Logos Significantly decrease report creation time Increase end user adoption Seamless Publishing via SharePointEasily publish predefined queries, reports and charts independently of IT Sync updates with published content objectsTake advantage of SharePoint-integrated modeReuse predefined queries, data and report subcomponentsUse reports as data sources for desktop analytics
EmpowerYour UsersProviding Rich Visualizations Rich Visualization of Geospatial DataGet more value out of BI by “mashing up” business information with geographic representation.Geospatial visualizationsin Report Builder 3.0:Mapping, Routing, Custom Shapes, …Support for SQL SpatialIntegration with Bing Maps
Reporting Servicesdemo
SummaryEmpowerYour UsersCommon Issues CodeplexBusiness Intelligence (BI) PrimerBI Tools in SharePoint 2010Excel ServicesPowerPOivotVisio ServicesPerformancePoint ServicesReporting ServicesPutting it all Together with Dashboards
Your Feedback is ImportantPlease fill out a session evaluation form.Thank you!Ivan Sandersivan@dimension-si.comhttp://twitter.com/iasandershttp://www.linkedin.com/in/iasanders

SharePoint Connections Coast to Coast Business Intelligence Solutions with SharePoint 2010

  • 1.
    Creating Business IntelligenceSolutions using SharePoint 2010Ivan SandersSharePoint MVP Developer, EvangelistDimension Solutionsivan@dimension-si.com
  • 2.
    AgendaCommon SharePoint 2010IssuesBusiness Intelligence (BI) PrimerBI Tools in SharePoint 2010Excel ServicesVisio ServicesPerformancePoint ServicesReporting ServicesPutting it all TogetherQA
  • 3.
    Common IssuesSharePoint 2010Installation ConfigurationSearch Page SharePoint ManagementOther Stuff you get for free
  • 4.
  • 5.
  • 6.
    What are Dashboards?EmpowerYourUsersVisual displays of information needed to achieve one or more objectives*Single-Screen display of informationShould answer fundamental questionsAlert the user to issues or problemsOperational, Performance, Personal
  • 7.
    What are Scorecards?EmpowerYourUsersElements of a dashboardAlign strategies and organizational goalsMeasure and manage Key Performance Indicators (KPI)Modeled after the business, not the data
  • 8.
    Microsoft SharePoint 2010The business collaboration platform for the enterprise and the web
  • 9.
  • 10.
    What is ExcelServices?Real-time, interactive, end-user BI reporting toolDisplays all or targeted elements of Excel workbooks through the browserExtends Excel capabilities such as external data connectivity and Excel based modeling to the browserApplication Development platform for building data-centric applicationsAutomate workbooks via Web Services APIProvide highly interactive application Easily distribute Excel content via REST
  • 11.
    What is PowerPivotTechnology “PowerPivoting” Massive Data VolumesWith a few mouse clicks, a user can create and publish intuitive and interactive self-service analysis solutions.PowerPivot for ExcelPowerPivot for SharePoint
  • 12.
    EmpowerYour UsersInteractive Slicingand Dicing Excel 2010 and Excel ServicesInteractive slicers enable users to look at the data from various directions in Excel 2010 and in the browser through PowerPivot for SharePoint and Excel Services.
  • 13.
    Excel Services &PowerPivotdemo
  • 14.
  • 15.
  • 16.
    Visio Services featuresRenderingBrowser-agnosticFullFidelity rendering using Down-level experience in PNGVisual Refresh of Data DiagramsRefresh data connected diagrams to:Supports Kerberos, SSO & Unattended Auth.Automatic refreshOLEDBODBCSP ListsSQLExcel
  • 17.
    EmpowerYour UsersVisio Services,At a Glance“Data-Driven Diagrams in SharePoint”1 hour later…Top Features:Diagrams all live in SharePoint
  • 18.
  • 19.
  • 20.
    Diagrams containing datagraphics are refreshable
  • 21.
    Diagrams give datacontext and improve insights into the state of a systemData Source
  • 22.
  • 23.
  • 24.
    PerformancePoint ServicesEmpowerYour UsersContext-drivendashboards across systemsProvides transparency and accountabilityInteractive access using browserCan be created/updated by power-users/professionals
  • 25.
    Designing PPS ApplicationsEmpowerYourUsersDashboard designer used to create contentClickOnce application launched from browserManages content directly in SharePointLists for content, data sources, dashboards
  • 26.
    Visual Data ExplorationDecompositiontrees allow data explorationNew in SharePoint 2010Available by right clicking data in browserAnalyze -> Decomposition TreeAllows filtering\expanding across dimensionsAllows faster and more relevant visualization of data
  • 27.
  • 28.
  • 29.
    EmpowerYour UsersReport Authoringand Publishing Intuitive AuthoringReport SharingReuse of SubcomponentsAccelerate report creation by leveraging existing content objects, such as Queries, Tables, Charts, Maps, Gauges, Logos Significantly decrease report creation time Increase end user adoption Seamless Publishing via SharePointEasily publish predefined queries, reports and charts independently of IT Sync updates with published content objectsTake advantage of SharePoint-integrated modeReuse predefined queries, data and report subcomponentsUse reports as data sources for desktop analytics
  • 30.
    EmpowerYour UsersProviding RichVisualizations Rich Visualization of Geospatial DataGet more value out of BI by “mashing up” business information with geographic representation.Geospatial visualizationsin Report Builder 3.0:Mapping, Routing, Custom Shapes, …Support for SQL SpatialIntegration with Bing Maps
  • 31.
  • 32.
    SummaryEmpowerYour UsersCommon IssuesCodeplexBusiness Intelligence (BI) PrimerBI Tools in SharePoint 2010Excel ServicesPowerPOivotVisio ServicesPerformancePoint ServicesReporting ServicesPutting it all Together with Dashboards
  • 34.
    Your Feedback isImportantPlease fill out a session evaluation form.Thank you!Ivan Sandersivan@dimension-si.comhttp://twitter.com/iasandershttp://www.linkedin.com/in/iasanders
  • 35.
    Who can youtrust??Maurice Prather http://www.bluedoglimited.com/default.aspxAndrew Connell http://www.andrewconnell.com/blogSpence Harbarhttp://www.harbar.netHeather Solomon http://www.heathersolomon.com/blogTodd Klindthttp://www.toddklindt.com/default.aspxTodd Baginskihttp://www.toddbaginski.com/blogTodd Bleekerhttp://bit.ly/edlSm5Jan Tielenshttp://weblogs.asp.net/janPatrick Tisseghemhttp://www.u2u.info/Blogs/Patrick/default.aspxWictorWilenhttp://www.wictorwilen.seTed Patissonhttp://blog.tedpattison.net/default.aspxLars Fastruphttp://www.fastrup.netCarstenKeutmannhttp://keutmann.blogspot.comKeith Richie http://blog.krichie.comBill Baer http://blogs.technet.com/b/wbaerSahilMalikhttp://blah.winsmarts.comBilSimserhttp://weblogs.asp.net/bsimser
  • 36.
    Codeplex – withSource Codehttp://cksdev.codeplex.comhttp://startermasterpages.codeplex.comhttp://spm.codeplex.comhttp://autospinstaller.codeplex.comhttp://spsf.codeplex.comhttp://slk.codeplex.comhttp://smarttools.codeplex.comhttp://spviewpermission.codeplex.comhttp://bidshelper.codeplex.comhttp://almspecialisttoolkit.codeplex.com
  • 37.
  • 38.
    CKS DEV VSIXExtensions20

Editor's Notes

  • #12 Purpose of the slideClarify that Microsoft SQL Server PowerPivot technology includes both an Excel add-in and server-based technology that integrates with SharePoint Server 2010. Key Points: SQL Server PowerPivot for Excel 2010 is a data analysis add-in that delivers unmatched computational power directly within Microsoft Excel SQL Server PowerPivot for Excel 2010 is available for download free of charge at www.powerpivot.com. SQL Server PowerPivot for SharePoint integrates with Excel Services on the SharePoint server to enable seamless and secure sharing and collaboration on user-generated BI solutions directly in the browserSQL Server PowerPivot for SharePoint is included in SQL Server 2008 R2Conclusion: SQL Server PowerPivot technology is the key to managed self-service BI, empowering users, enabling seamless and secure sharing and collaboration on user-generated BI solutions , and helping IT organizations increase efficiency through the PowerPivot Management Dashboard.
  • #13 Purpose of the slidePoint out that SQL Server PowerPivot uses the standard Excel capabilities for slicing and dicing. Key Points: Use familiar PivotTable views, charts, and slicers for interactive analysisSort, filter, and scroll through millions of rows with about the same performance as a few thousand Users can work seamlessly via Web browser and enjoy the same performance and features as the Excel client.Conclusion: Interactive slicers enable users to look at the data from various directions in Excel 2010 and in the browser through PowerPivot for SharePoint and Excel Services.
  • #14 Purpose of the slideShow SQL Server PowerPivot for Excel 2010 and SQL Server Reporting Services in action. Key Points: PowerPivot for Excel 2010 leverages familiar Excel features, such as the Office Fluent user interface, PivotTables, PivotCharts, and slicers, and new Data Analysis Expressions (DAX) in familiar Excel formula syntax.Process millions of rows in about the same time as thousands, and make the most of multi-core processors and gigabytes of memory for fastest processing of calculationsFast scrolling, filtering, sorting, and “blink of an eye” aggregation on the flySQL Server Reporting Services data feeds can encapsulate enterprise systems and shared PowerPivot workbooks can serve as data sources in new analysesColumn-based compression, the in-memory BI engine available with PowerPivot for Excel, and powerful DAX expressions can cover even the most demanding and advanced data analysis needsUsers can consolidate meaningful information from a multitude of sources, including relational databases, multidimensional sources, cloud services, data feeds, Excel files, text files, and data from the WebConclusion: With PowerPivot for Excel 2010, users hit the ground running because they already know the Excel features, can use virtually unlimited data sources, and new DAX expressions in familiar Excel formula syntax.
  • #26 Purpose of the slideElaborate on the capabilities provided through Reporting Services and Report Builder 3.0. Key Points: Report Builder 3.0 accelerates report creation by leveraging existing content objects, such as Queries, Tables, Charts, Maps, Gauges, Logos It’s easy to share reports in a SharePoint-based environmentReport Builder 3.0 supports publishing and reuse of subcomponents to accelerate development, lower costs, and helps to keep reports up to date by automatically synchronizing updates with published content objectsReports can as data sources for desktop analyticsConclusion: Reporting Services and Report Builder 3.0 are essential tools to deliver meaningful reports to business users. It is also an important self-service BI tool for business users to easily create and publish predefined queries, reports and charts independently of IT.
  • #27 Purpose of the slideHighlight the new support of geospatial visualization in Report Builder 3.0. Key Points: Support for geospatial visualization includes mapping, routing, and custom shapes Users can also enhance location-based data reports with Bing Maps Conclusion: Rich visualization enables organizations to get more value out of BI by “mashing up” business information with geographic representationElaborate on the capabilities provided through Reporting Services and Report Builder 3.0. Key Points: Report Builder 3.0 accelerates report creation by leveraging existing content objects, such as Queries, Tables, Charts, Maps, Gauges, Logos It’s easy to share reports in a SharePoint-based environmentReport Builder 3.0 supports publishing and reuse of subcomponents to accelerate development, lower costs, and helps to keep reports up to date by automatically synchronizing updates with published content objectsReports can as data sources for desktop analyticsConclusion: Reporting Services and Report Builder 3.0 are essential tools to deliver meaningful reports to business users. It is also an .
  • #28 Purpose of the slideShow how the tools included in SQL Server 2008 R2 help IT departments increase operational efficiency. Key Points: Ensures data consistency across systems and enable organizations to establish a Master Data Hub to define, deploy and manage master data centrallySupports business rules and management domains in a central stewardship portal Facilitates centralization of BI and data management to ensure high availability, scalability, and reliability for mission-critical applicationsPowerPivot Management Dashboard is the tool to monitor and manage shared applications, track usage patterns over time, drill down to reveal hidden details, discover solutions that have become mission-critical, and provision appropriate server resourcesReporting Services and Report Builder 3.0 provide the means to encapsulate mission-critical enterprise data sources for ad-hoc analysisConclusion: SQL Server 2008 R2 boosts the efficiency of the IT department by driving direct stewardship to ensure data quality, centralizing BI and data management, and encapsulating enterprise data sources.