Sydney SharePoint User Group

Business Intelligence with SharePoint

Nazish Qasim Sr. SharePoint ConsultantWebVine

Agenda

»Understand BI offerings from Microsoft

»Comparison

»Walkthrough

»Demo

History of BI

Source:http://de.slideshare.net/perficientinc/business-reporting-with-sharepoint-and-selfservice-bi-with-powerpivot

Microsoft’s BI Stack

» Connect and Empower People

» Cut costs with a unified infrastructure

» Rapidly response to business needs

Excel Services

• Load, calculate, and display Excel workbooks on SharePoint.

• Reuse and share Excel workbooks on portals and dashboards.

• Control what data is displayed

• Maintain a single version of your Excel workbook

• Capitalize the power of Excel in your applications

Example – Excel Services REST API

PowerPivot

• Powerful data mashup and modeling• In-memory technologies analytics• Bring self-service and team BI to everyone• Work with over a million rows of data in

seconds• Integrate reusable data from

heterogeneous data sources• Connect everyone with rich integrated

features• Comes in two flavours

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PowerView

• Tool for visual data analysis• Tool for creating highly interactive,

presentation-ready reports• Intuitive data exploration• Encourages ad-hoc reporting• Comes in two versions• Data visualization of PowerPivot

models and SQL Server Analysis Services databases

Example

PerformancePoint

• Tool to create interactive, context-driven

dashboards with balanced scorecards, key

performance indicators, analytic reports, and filters.

• Leverages SP2010’s security

• 100% synchronized content integration between

the BI Center and Dashboard Designer

• Dashboard, dashboard components, and reports are

available for immediate use in web parts

Example

Reporting Services

• Tools and services to help you create, deploy, and manage reports for

your organization

• Programming features that enable you to extend and customize your

reporting functionality

• Create interactive, tabular, graphical, or free-form reports from

relational, multidimensional, or XML-based data sources.

• Reports can include rich data visualization, including charts, maps

• Publish reports, schedule report processing, or access reports on-

demand.  

• Native mode or SharePoint mode

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BI - Technology View

RelationalDatabases

BusinessApplications

Files OData Feeds Cloud ServicesDeployedBI Semantic

Models

Third-PartyReportsExcel PowerPivotPower ViewPerformance Point

SQL ServerData Warehouse

SQL ServerIntegration Services

SQL ServerAnalysis Services

SQL ServerReportingServices

SharePoint Server

Excel Services

Search

Visio Services

PerformancePoint ServicesPowerPivot Add-In

Reporting Services Power View

Dat

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Levels of BI

On-Premise and Cloud

Personal BI

You create your own workbook

and use the rich features of Excel to interact with

the workbook and the data it contains.

Self-Service BI

You create your workbook and publish it to

SharePoint for wider

consumption.

Corporate BI

“Professionally” authored using

SharePoint, Reporting

Services, and PerformancePoint. Has lasting power.

Farm Setup

Taken from MSBI Academy

Comparison2

Comparison

Excel Services/ PowerPivot for Excel

Comparison

Source:http://technet.microsoft.com/en-us/library/gg537617(v=office.14).aspx

Comparison

PowerPivot PerformancePoint

Data

SQL/OLTP, view all imported data XML feeds, tabular, Reporting Service

Analysis Services SQL, Tabular, PowerPivot XML Feeds, cannot view detailed data

Data Manipulation

UI: Relationships, calculated columns/measures with auto-fill, automated PivotTable conversion to DAX Language(s): DAX, MDX, T-SQL

MDX No UI manipulations

Data RefreshScheduled (SP) Manual (Excel)

Live connection / upon browser request/refresh

Visualization

PowerPivot tables & charts All other features available in Excel Scorecard, Strategy Maps, Extendable Pivot Table/Chart areas, web pages

KPI’s, Charts, Data Grids, Scorecards, Extendable Dashboards, Strategy Maps, External Reports, Web pages What-if Analysis, some visualization types available only to Analysis Services

Slicing & Dicing

PivotTable & Charts Slicers All other filter, find, and sort features available in Excel ‘Native’ Multidimensional drilling

Drill up/down, Top/Bottom N & value filters, Decomposition Tree, Independent reusable filters Multidimensional drilling for non-OLAP

Performs at its Best / Pros Supports Does Not Support / Cons

Taken from http://www.slideshare.net/VeriPoint/ms-powerpivot-performancepoint-2010-introduction

WALKTHROUGH

PerformancePoint

3

Start Performance Point Dashboard Designer

Create a Data Connection

Data Sources

Connection

Initial Configurations

Filters

Report Templates

Build the report

Scorecard

Dashboard

Publish the dashboard

Creating Mashups

Demo

BI

4

Summary

• Balance between Data Management vs Analytics• Reporting Services/Excel for operational managers• Excel PowerPivot/View for analysts and mid-level

managers• PerformancePoint/Reporting Services for

Corporate/Executive managers

Thank YouPhone: +61 2 9554 6057

Email: info@webvine.com.au

Web: webvine.com.au