Go Beyond the Numbers - Data Visualization in SharePoint 2010

transcript

SPTechCon San Francisco

February 2012Chris McNulty / Sadalit Van Buren

See Beyond the Numbers:Data Visualization in SharePoint 2010

• Get an overview of the BI solutions related to SharePoint – and when they’re best used for which purpose

• See what’s available now - and what’s coming in 2012

What’s in it for you?

• In Session– Questions welcome!– If you’re tweeting / live blogging, please include:

• @cmcnulty2000• @sadalit

– Slide deck is available at:

• Post-Session– Please fill out your evaluation

Logistics

Chris McNulty• SharePoint Strategic Product

Manager at Quest Software

• 10+ years with SharePoint

• 20 years consulting (led KMA SharePoint practice) and financial services technology (Santander, John Hancock/Manulife, GMO, State Street)

• MBA in Investment Management from Boston College

• Write and speak often on Microsoft IW technologies (blogs & books)

• MCSE MCTS MSA MVTSP MCC

• Hiking, cooking, playing guitar, colonial history, photography

• My family: Hayley, three kids (17, 8, 5) and my dog Stan

AmericasEMEAAPJa

Sales/MrkgR&DSupport

178 CountriesAll VerticalsGlobal 200SMB

Database, Monitoring, Data Protection, User Workspace/Virtualization, Windows (SharePoint, AD, Messaging), Identity Mgmt

60 Offices, 3 HQs

3600+ Employees

100,000+ Customers

Quest Market Presence

Multiple Business Lines

Sadie Van Buren

Content Architect, BlueMetal Architects

• Working with SharePoint since beta 2003 version (IA, BA, PM, Middle-tier developer)

• SP Consultant since 2006• 50+ SharePoint implementations• Microsoft Certified IT Pro

20 Jan 2012 - #spmaturity @sadalit 9

• Founded by ex-Microsoft product and technology executives

• Helping clients architect, build, and deploy software solutions in these areas:– Application Modernization– Cloud Platforms– Information Management (SharePoint!)– User Experience and Mobility

• Deep and broad expertise in Microsoft and related technologies.

• 30+ employees with over 125 years of previous experience working directly for Microsoft.

• Locations: Boston, NYC 10

• Goals, Terms & Surrounding Technology• Complexity Levels of These Solutions• Technology Overview and Demos

– Simple List and Chart– Excel Services & Power Pivot– BCS & SQL Server Reporting Services (SSRS)– Performance Point 2010– Mapping– SQL 2012

• Summary / Resources / Q&A

Agenda

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

• BCS – Business Connectivity Services• SSRS – SQL Server Reporting Services• Cube – a prebuilt matrix of data aggregations,

hosted in SQL Server Analysis Services• Windows Azure DataMarket (f.k.a. Project Dallas)

– Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)

• Denali – codename for SQL Server 2012• Crescent – codename for self-service PowerPivot

business intelligence, a.k.a. Power View

Complexity Levels of These Solutions

Chart Web Part

Excel Services• Excel Web

Access• PowerPivot

Enabling technologies• Business

Connectivity Services

• SQL Reporting Services

• Pivot• Azure

DataMarket

Performance Point• Dashboards• Analysis

Services

Custom Solutions• Mapping• Web Parts• Etc.

SharePoint BI Complexity

SharePoint/SQL 2012 BI

Chart Web Part

Excel Services• Excel Web

Access• PowerPivot

Enabling technologies• Business

Connectivity Services

• SQL Reporting Services

• Pivot• Azure

DataMarket

Performance Point• Dashboards• Analysis

Services

Custom Solutions• Mapping• Web Parts• Etc.

SSRS• Alerts• Data Feeds

PowerPivot• Power View

Self-Service

Maturity of data vis in SharePoint

• Native to SharePoint (Web Part)

• Code-free solution – uses web part and native lists

• 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

SharePoint Charting

• KPI Web Part• Custom Chart Web Part

Charting – Limitations and Options

• World’s #1 BI tool• Render data, charts,

interface using native Excel components (e.g. Slicers) without Excel 2010 on all clients

• Data stored in Excel; SharePoint hosts a presentation layer using Excel Services

• Native SharePoint Status Indicators (KPIs) – Can also work with lists

• Use when users are skilled in Excel modeling and charting and data lives in spreadsheets

Excel Services

• “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

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

PowerPivot

Highly Visual Design Experience

Presentation-ready at all times

Rich metadata-driven interactivity

SQL Server 2012 Power View

• Interactive Presentation turns pervasive information into persuasive information

• Deliver and collaborate through SharePoint• Full screen presentation mode for interactive boardroom session

• Fully integrated with PowerPivot• Drive greater insight through smart and powerful querying• Zero configuration highlighting and filtering• Animated trending and comparisons

• Interactive, web-based authoring and sharing of information• Familiar Microsoft Office design patterns• Powerful data layout with banding, callout and small multiples

visualizations

DEMO – PowerPivot & PowerView

• Read write access to external data sources in SP2010 (aka Business Data Connectivity)

• Pull data into SharePoint• Push data into external sources• Native Support for data from

SQL, .NET, Windows Communication Frameworks (e.g. Dallas)

• Configured in 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

Business Connectivity Services

• “Code free” integrated solution (with SQL 2008 R2)– (can also use Business

Intelligence Developer Studio)

• SharePoint integrated mode preferred

• Export contents to Excel, Word, etc.

• Reuse in SharePoint and Performance Point Dashboards

• Use when some reports are printed, multipage, etc.

SQL Server Reporting Services (SSRS)

• Dashboard Designer (browser downloadable)

• Integrates Excel Services, SSRS, and Performance Point Elements

• Sophisticated self service modeling via 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

• Use when data structures are stable and modeling skills are at least moderate (dimensions, facts)

• Quick tip: don’t fear SSAS! If you have Project Server you already have cubes

PerformancePoint 2010

DEMO – PerformancePoint

• IDC reports that nearly 80% of business data has a location component

• Make business tools as engaging as what’s on the web

• Use cases: – Customer base / trade areas– Routing and shipping– Targeted marketing– Supply chain & disruption resolution

• Custom Web Part or Self Service SSRS

Mapping

DEMO• Mapping• Self-service SSRS Maps

SQL Server 2012 “Denali”

Self Service Alerting – User Benefits

• Users create alerts directly on the data they see in reports

• Report authors control which data is available for alerting

• Supports reports created in Report Builder or BI Development Studio (BIDS)

Create data alerts from within reports

• Intuitive Alert Rules (greater than, before/after)

• Easy to use scheduling (weekly, daily, monthly)

• Relevant data included in Alert Message

Detect important data changes

Source: Data.gov - Data.gov and the Federal Government cannot vouch for the data or analyses derived from these data after the data have been retrieved from Data.gov.

Self Service Alerting – IT Benefits

• Per site administration reduces IT burden• Fine grained authorization• Self-managed through SharePoint• IT Visibility & Control of user-defined alerts

Managed through SharePoint

SSRS SharePoint Integration Architecturefor SQL Server codenamed “Denali”

SSRS in Web Application

RS Add-in

SharePoint Web Front

SharePoint App

Server

SSRS Shared Service

Application SSRS Shared

Service Application

SharePoint Config / Content DB

Report Server Shared Service DB

Alert Designer

Alert Manager

Self-Service Alerting – How it works

Receiving alerts

DEMO• Self Service Alerting

Engineering

Business Connectivity Services

Secure Store

Service

Performance Point

SQL Analysis Services

Reporting Services (SSRS)

Integrated

Excel Services

Secure Store

Service

Excel Services

Office Web Apps

PowerPivot

SQL 2008 R2

Enterprise

SQL Server Reporting Services (SSRS)

SQL 2008 R2

SharePoint Integrated

(BIDS for Native Mode)

Kerberos [optional]

SSRS Alerts

SQL Server 2012

Silverlight

Power View

Power Pivot v2

Technology Pros Cons Sample Use Case

SharePoint Lists and Charts

Simple code free solutions Simple data aggregations Users understand how to chart their own data

Excel Services User familiarity Limited to Excel data sources

Users love Excel charts!

PowerPivot Large datasets Requires some Excel 2010 Data is too big for Excel

SQL Reporting Services Commonly used SQL query techniques

Not an end user tool; entry level development skills

Need to print large multipage reports; export to Excel

Performance Point and Analysis Services

Rich scorecard and reporting environments, aggregates other elements like SSRS

Requires more development sophistication

On screen data exploration of prebuilt analyses

Pivot Large datasets, can be built by Excel plugin for the power user or by developer

Image collection time-consuming to build/standardize

Each data item has visual component

Mapping Varying solution levels, user familiarity

Potential licensing complexity

Each data item has location component

Custom solutions More complex solution More effort Mapping!

Summary

2010 BI Solutions in SharePoint

Dataset Size

Dynamic (online)

Static (print / export)

MappingPivot

SQL Reporting Services

PerformancePoint

Excel Services(Standalone)

Chart Web PartPowerPivot

SharePoint list KPI / Status Indicator

Access Services

Excel Services(Connected to Analysis Services)

PowerView

Denali

The carousel paradox…

• 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/

Resources - General

• Questions?• Evaluations• Contact Us

Chris McNulty• Email:

cmcnulty@kma-llc.net• Blog:

http://blogs.kma-llc.net/microknowledge

• Twitter: @cmcnulty2000• LinkedIn:

http://www.linkedin.com/in/cmcnulty

• http://www.chrismcnulty.net

Upcoming presentationsMarch - SP Heartland Conference (OH); SharePoint Conference Australia, SP Connections (NV)April – SPS Twin Cities, TEC San DiegoMay – New England SPUG

Thank you…Sadie Van Buren• Email:

svanburen@bluemetal.com• Blog:

http://amatterofdegree.typepad.com/a_matter_of_degree/

• Twitter: @sadalit• LinkedIn:

http://www.linkedin.com/in/sadalit

• www.sharepointmaturity.com

Upcoming Presentations– TEC 2012– SP Saturday Boston– SPTechCon