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BI Analysis & Delivery Options in SharePoint
SharePoint Fest Chicago
July 2011
Today’s Agenda
• Introduction
• Problem statement
• Analytical and delivery options
• Visualization frameworks
• BI component live demo
• Recap
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
Audience Poll
• Who is leveraging SharePoint BI?
• Who is planning an upgrade to SharePoint 2010?
• Who is on Business side vs. IT?
BI Umbrella Term—What Does it Imply?
BI Umbrella Term—What Does it Imply?
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?”
Delivery / Analytical Options
Traditional BI
IT gathers Data
IT builds cubes
IT builds reports
IT builds dashboards
Self-service BI
Business gathers and models dataBusiness performs
analysis
Collaboration and management
Business shares / Business & IT manage
‘Flavors’ of self-service… Definition?
Analytical & Delivery Options
Traditional BI
IT gathers Data
IT builds cubes
IT builds reports
IT builds dashboards
Management?Power Users?New
Users?
Reports with drill through?
Reports with dashboards?
Dashboards or scorecards?
Pivot tables or cubes?
Excel cubes in memory?
Visualization Framework
Degree of Power User
Business Visibility / Value
Tactical Messaging
Tactical Analysis
Strategic / Operational Monitoring
Advanced Analysis
Predictive Analysis
Subscription-based reports
Controlled ad-hoc analysis
Free-form exploration
Self-service analysis
Problem modeling
Visualization Framework
Degree of Power User
Business Visibility / Value
Tactical Messaging
Tactical Analysis
Strategic / Operational Monitoring
Advanced Analysis
Predictive Analysis
SharePoint 2010
SSRS
Excel Services
PerformancePoint
Visio Services
PowerPivot
Predixion
Subscription-based reports
Controlled ad-hoc analysis
Free-form exploration
Self-service analysis
Problem modeling
Visualization (Capability) Framework
Degree of Power User
Business Visibility / Value
Tactical Messaging
Tactical Analysis
Strategic / Operational Monitoring
Advanced Analysis
Predictive Analysis
SharePoint 2010
SSRS
Excel Services
PerformancePoint
Visio Services
PowerPivot
Predixion
Subscription-based reports
Controlled ad-hoc analysis
Free-form exploration
Self-service analysis
Problem modeling
Demo Time!
Audience Checkpoint
Visualization (Usage) Framework
Degree of Power User
Business Visibility / Value
Tactical Messaging
Tactical Analysis
Strategic / Operational Monitoring
Advanced Analysis
Predictive Analysis
SharePoint 2010
SSRS
Excel Services
PerformancePoint
Visio Services
PowerPivot
Predixion
Subscription-based reports
Controlled ad-hoc analysis
Free-form exploration
Self-service analysis
Problem modeling
Visualization (Usage) Framework
Degree of Power User
Business Visibility / Value
Tactical Messaging
Tactical Analysis
Strategic / Operational Monitoring
Advanced Analysis
Predictive Analysis
SharePoint 2010
SSRS
Excel Services
PerformancePoint
Visio Services
PowerPivot
Predixion
Subscription-based reports
Controlled ad-hoc analysis
Free-form exploration
Self-service analysis
Problem modeling
Visualization (Usage) Framework
Degree of Power User
Business Visibility / Value
Tactical Messaging
Tactical Analysis
Strategic / Operational Monitoring
Advanced Analysis
Predictive Analysis
SharePoint 2010
SSRS
Excel Services
PerformancePoint
Visio Services
PowerPivot
Predixion
Subscription-based reports
Controlled ad-hoc analysis
Free-form exploration
Self-service analysis
Problem modeling
Visualization (Usage) Framework
Degree of Power User
Business Visibility / Value
Tactical Messaging
Tactical Analysis
Strategic / Operational Monitoring
Advanced Analysis
Predictive Analysis
SharePoint 2010
SSRS
Excel Services
PerformancePoint
Visio Services
PowerPivot
Predixion
Subscription-based reports
Controlled ad-hoc analysis
Free-form exploration
Self-service analysis
Problem modeling
Visualization (Usage) Framework
Degree of Power User
Business Visibility / Value
Tactical Messaging
Tactical Analysis
Strategic / Operational Monitoring
Advanced Analysis
Predictive Analysis
SharePoint 2010
SSRS
Excel Services
PerformancePoint
Visio Services
PowerPivot
Predixion
Subscription-based reports
Controlled ad-hoc analysis
Free-form exploration
Self-service analysis
Problem modeling
Visualization (Usage) Framework
Degree of Power User
Business Visibility / Value
Tactical Messaging
Tactical Analysis
Strategic / Operational Monitoring
Advanced Analysis
Predictive Analysis
SharePoint 2010
SSRS
Excel Services
PerformancePoint
Visio Services
PowerPivot Predixion
Subscription-based reports
Controlled ad-hoc analysis
Free-form exploration
Self-service analysis
Problem modeling
Flavors of Self-Service
Degree of Power User
Business Visibility / Value
Tactical Messaging
Tactical Analysis
Strategic / Operational Monitoring
Advanced Analysis
Predictive Analysis
SharePoint 2010
SSRS
Excel Services
PerformancePoint
Visio Services
PowerPivot Predixion
Drag & Drop
Free-form Modeling
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?
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