Business Intelligence in SharePoint

Post on 05-Dec-2014

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Many of our SharePoint clients are asking this question, "How do I develop an executive dashboard to surface meaningful business data?" View C/D/H’s slide deck and let us show you, with: • An overview of Microsoft BI Platform • Excel Services • Business Connectivity Services • Performance Point Services • SQL Reporting Services with SharePoint Integration • PowerPivot for SharePoint And for more information on this or other SharePoint topics, visit our blog at www.cdhtalkstech.com.

transcript

SharePoint Virtual Series: Business Intelligence in SharePoint

Quick Facts

About Us• 22nd Year• Grand Rapids &

Royal Oak• 30 Staff

Approach• Vendor

Independent• Non-reseller• Professional

Services Only

Partnerships• Microsoft Gold• VMware Enterprise• Citrix Silver• Cisco Registered• Novell Gold

Microsoft Gold Partner

Competencies• Four Gold• Eight Silver

Successes• Customer Excellence

Award• Virtual Technical

Specialist (VTSP)• Managed Partner• Numerous Partner

Awards

Pinpoint• Microsoft’s official

partner directory• 5-star rating

Expertise

Get Social with C/D/H

C/D/H Talks Tech C/D/H Tweets Tech

Your Presenter

Amy MooreConsultantMBA, MCDBA, MCTS

AmyM@cdh.com

Agenda

• Microsoft Business Intelligence• Excel Services• Performance Point• SQL Server Reporting Services• Power Pivot• Power View

Microsoft BI Stack

• SQL Server 2012• Office 2010• SharePoint Server

2010

Microsoft Business Intelligence

Microsoft Business Intelligence

“Microsoft may only offer around 80% of advanced BI functionality as compared with other leading vendors, but what it lacks in features it more than makes up for in cost/benefits ratios.” - Forrester Wave Self Service BI Platforms 2012

Excel Services - Overview

• Share, secure, manage workbooks on the web

• Web services, web parts, web access, calculation services

• Calculate on the server, run in the browser• Version control, check-in/check-out, etc.

Excel Services - Example

Excel Services - Example

Excel Services - Usage

• Spreadsheets• Reports• Charts• Dashboards• Connect to external data• Share and control on SharePoint

Excel Services - Requirements

• SharePoint 2010 Enterprise Edition• Excel Services Service Application• Secure Store Service Application

Performance Point - Overview

• Create dashboards and scorecards and publish to SharePoint

• Dashboard designer• Decomposition tree, web parts, KPIs

Performance Point - Example

Performance Point -Requirements

• SharePoint 2010 Enterprise Edition• Performance Point Service Application• Excel Services Service Application• Secure Store Service Application

SQL Server Reporting Services – Overview

• Report writer for the web• SharePoint integrated mode

– Reports managed in SharePoint report libraries

– Storage and organization within SharePoint using libraries, folders, views, etc.

– Security– Report builder built-in

SQL Server Reporting Services -Usage

• Need traditional report builder - static (not interactive)

• Need reports formatted to print, export, etc.

SQL Server Reporting Services -Requirements

• SQL Server 2008 R2 Feature• SharePoint add-in for Reporting Services• SQL 2012 – SSRS Service application

Power Pivot - Overview

• Load very large data sets into Excel using in-memory technology

• Quickly model and process very large data sets

• Create pivot table and filter, slice and dice, drill down/up, etc….and fast!

Power Pivot - Usage

• Built for Excel power-user, meant for quick “trial and error” reporting

• Example: Connect to data warehouse, link with other data sources, mash it up into a pivot table, explore

Power Pivot - Examples

Power Pivot - Gallery

Power Pivot - Requirements

• SQL Server Enterprise Edition• Excel Add-in for Power Pivot• SharePoint 2010 Enterprise Edition

Power View - Overview

• Thin web client (Silverlight) runs in the browser

• Extension of Power Pivot• Creates interactive "slides" or "views"• Design tool to add visualizations to the

view/report• Visualizations: Slicers, navigation controls,

charts, cards and tiles

Power View - Example

Power View - Demo

• More interactive, dynamic, ad hoc

Demo: https://businessintelligencedemoportal.com/sites/contosoenergy/SitePages/pvrsample.aspx

Power View - Requirements

• Enterprise or BI Editions of SQL 2012• Reporting services in SharePoint

integrated mode• SharePoint 2010 Enterprise• Silverlight, IE8+

Grand Rapids15 Ionia SWSuite 270Grand Rapids, MI 49503(616) 776-1600

Royal Oak306 S. Washington Ave.Suite 212Royal Oak, MI 48067(248) 546-1800

Thank You

www.cdh.com