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Business Intelligence in SharePoint

Date post: 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.
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SharePoint Virtual Series: Business Intelligence in SharePoint
Transcript
Page 1: Business Intelligence in SharePoint

SharePoint Virtual Series: Business Intelligence in SharePoint

Page 2: 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

Page 3: Business Intelligence in SharePoint

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

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Expertise

Page 5: Business Intelligence in SharePoint

Get Social with C/D/H

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

Page 6: Business Intelligence in SharePoint

Your Presenter

Amy MooreConsultantMBA, MCDBA, MCTS

[email protected]

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Agenda

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

Page 8: Business Intelligence in SharePoint

Microsoft BI Stack

• SQL Server 2012• Office 2010• SharePoint Server

2010

Page 9: Business Intelligence in SharePoint

Microsoft Business Intelligence

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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

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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.

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Excel Services - Example

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Excel Services - Example

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Excel Services - Usage

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

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Excel Services - Requirements

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

Page 16: Business Intelligence in SharePoint

Performance Point - Overview

• Create dashboards and scorecards and publish to SharePoint

• Dashboard designer• Decomposition tree, web parts, KPIs

Page 17: Business Intelligence in SharePoint

Performance Point - Example

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Performance Point -Requirements

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

Page 19: Business Intelligence in SharePoint

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

Page 20: Business Intelligence in SharePoint

SQL Server Reporting Services -Usage

• Need traditional report builder - static (not interactive)

• Need reports formatted to print, export, etc.

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SQL Server Reporting Services -Requirements

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

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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!

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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

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Power Pivot - Examples

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Power Pivot - Gallery

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Power Pivot - Requirements

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

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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

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Power View - Example

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Power View - Demo

• More interactive, dynamic, ad hoc

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

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Power View - Requirements

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

integrated mode• SharePoint 2010 Enterprise• Silverlight, IE8+

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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


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