SharePoint 2007 Business Intelligence

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SharePoint 2007 Business Intelligence

SharePoint Business IntelligenceSharePoint Business Intelligence


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Agenda

What is Business Intelligence?

Microsofts Business Intelligence Offering

SQL Server 2005

SQL Server Reporting Services (SSRS)

SQL Server Analysis Services (SSAS)

SharePoint 2007

Excel Services

KPIs

Business Data Catalog (BDC) Report Center

Dashboards

PerformancePoint Server 2007

Q&A


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A broad category of applications

and technologies for gathering,storing, analyzing, sharing andproviding access to data to helpenterprise users make betterbusiness decisions.

Gartner



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Why is Business Intelligence Growing in Importance?

The amount of corporate data is doubling every 2-3 years

Barriers of entry (costs/technology) are being removed

Continued pressure on businesses to find efficiencies andnew market opportunities, client expectations

More disparate data sources than ever before

Call

Center

MarketingCampaign

Mgmt

CRM

Internet

Financial/Accounting

Procure-

mentHR

Inventory

Intelligence is data with

relevance and context


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Key Business Drivers Behind BI Growth

Allow business users the ability to query and write reports

To simplify reporting across multiple transaction systems

To store historical data longer than you can/would in

transaction system


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SharePoint 2007 Business IntelligenceSharePoint 2007 Business Intelligence

Business Intelligence Statistics

BI Use by Small and Mid Market Companies

48% - Using

10% - Planning to implement solution in 2007.

40% - Not using

Don't know 2%

Source: Forrester Research Inc., 2006 survey


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Improving organizations byproviding business insights to all

employees leading to better,faster, more relevant decisions

Microsofts BI Strategy

ajor investment area

everage familiar tools such as the Office System

and SharePoint

uilt on top of SQL Server 2005


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Types of Business Intelligence


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Microsoft Tools for Business Intelligence


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Office SharePoint ServerOffice SharePoint Server20072007

SQL Server 2005SQL Server 2005

SQL Server 2005SQL Server 2005IntegrationIntegrationServicesServices

SQL ServerSQL Server2005 Reporting2005 ReportingServicesServices

BIBI

PlatforPlatfor

mm

End UserEnd User

ApplicationsApplications

SQL ServerSQL Server2005 Analysis2005 AnalysisServicesServices

Office ExcelOffice Excel20072007

BusinessBusinessScorecardScorecardManager 2005Manager 2005

ProClarityProClarityAnalytics 6Analytics 6

PerformancePoint ServerPerformancePoint Server20072007


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Data Warehousing 101Data Warehousing 101


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What is a Data Warehouse?

A Data Warehouse is the main repository of an

organization's historical data, its corporate memory. It

contains the raw material of a company's business

intelligence system.

Its designed to store historical data

It brings information together from multiple source systems

into a single data store.

The data is stored using special techniques that are

optimized for analysis and reporting.
http://en.wikipedia.org/wiki/Corporate_memoryhttp://en.wikipedia.org/wiki/Corporate_memory


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Extraction, Transformation & Loading (ETL)

The process of gathering data from the production

systems, cleansing it, validating it and moving it into the

Data Warehouse. This process can be considered part of

the Data Warehouse Infrastructure.


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Key Terms

Cubes: An enhanced storage mechanism that allows an

end user to look at data from multiple perspectives. Think

about pivot tables.

Facts: Numeric data we are evaluating (cost, count, etc.)

Dimensions: Attributes like Geography, Marital Status,

SIC Codes, Date/Time, etc. that will be used to

summarize data.


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Reports

Ad hoc Queries

CRM/ContactsSystem

HumanResource/PayrollSystem

Forecasting/Planning System

Excel, PDF,DOC

PropertyManagementSystem

CorporateAccountingSystem

End UsersComputing

Device

Data Elements

Facts/Dimension

Data Warehouse

Analytics/

Scorecards

Metadata

Cubes

Reporting

Platform

Analysis

Platform

Performance

Management

Platform

ETLPro

cess:Extract,

Transfo rm

,&Load

Work Order

System

BusinessIntelligence

Portal


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Microsoft SQL Server 2005Microsoft SQL Server 2005


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SQL Server 2005 Business Intelligence

Data acquisitionfrom source

systems andintegration

Datatransformationand synthesis

Data enrichment,with business logic,

hierarchical views Data discovery

via data mining

Data presentationand distribution

Data accessfor the masses

Integrate Analyze Report


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Extract Transform and Load(ETL)

Updated DTS environment

More trustworthy and reliable Development environment

Many out-of-the-box transforms

Extensible

Custom tasks

Custom enumerations

Custom transformations

Custom data sources

SQL Server Integration Services (SSIS)


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Business Perspective

Data in different systems needsto be connected and related

Reporting often requires lookingbeyond more than one system

IT Perspective

Provides the glue to connectsystems

SQL Server Integration Services (SSIS)


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OLAP engine / Cubes

Advanced business intelligence

KPI/Perspectives

Custom/limited aggregationsand semi-additive measures

Web services

Data mining in the platform

Integrated developer tools



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Business Perspective Multi-dimensional views of

information

Improved speed Slicing and dicing

IT Perspective Stores predetermined aggregations

Reduces reporting load ontransactional systems



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Reporting solution Report authoring,

management, delivery Visual Studio .NET

development environment

Report Builder

Integrates with SharePoint

Reporting Services


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Visual Studio .NET

For developers

Leverages .NET

Report Builder

End user reporting

Ad-hoc

Two Methods of Report Design


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DemoDemo


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SharePoint as a Platform

Single infrastructure

Multiple scenarios


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Core Services

Collaboration

Discussions

Calendars

E-Mail

Presence

Project Mgt

Offline

Operating System Services

Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security)

Database services Workflow servicesSearch services

Content Mgt

Authoring

Approval

Web Publishing

Policy & Auditing

Rights Mgt

Retention

Multi-Lingual

Staging

PortalMySites

Targeting

People Finding

Social Networking

Privacy

Profiles

Site Directory

Search

Indexing

Relevance

Metadata

Alerts

Customizable UX

BPM

Rich\Web Forms

Biz Data Catalog

Data in Lists

LOB Actions

Single Sign-On

BizTalk Integ.

BI

Excel Services

Report CenterKPIs

Dashboards

SQL RS\AS Integ.

Data Con. Library

Site Model

RenderingTemplatesNavigationVisual Blueprint

Storage

RepositoryMetadataVersioningBackup

Security

Rights\RolesPluggable Auth.Per ItemRights Trimming

Management

DelegationProvisioningMonitoringStaging

Topology

Config. Mgmt.Farm ServicesFeature PolicyExtranet

APIs

Fields\FormsOM and SOAPEventsDeployment


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Office 2007 Business Intelligence Investments

Excel client

Excel Services

Dashboards Key Performance Indicators (KPIs)

Filter Web Parts

Report Center/Report Library

Business Data Catalog (BDC)


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Excel 2007

Richer formatting

Improved pivot

Data connectivity


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Analysis Services Data Mining Add-Ins for Office 2007

Excel 2007 data mining add-in

Connect to OLAP environment

Perform data mining right in Excel

Visio data mining templates

Decision Tree


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DemoDemo


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Excel Services What is it?

New server technology in MOSS 2007

Load, calculate and display Excel Workbooks in MOSS 2007

Thin client view in browser Published workbooks can connect to external data

Designed to cut down on proliferation of Excel files


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Excel Services How does it work?

Browser

Web rendering

Zero-footprint

Interactive

View and

Interact

Customapplications

Set & get spreadsheet values

Perform calculations

Retrieve full workbook file

Programmatic Access

Open snapshots

Open full spreadsheet

Excel 2007

Export/Snapshot into Excel

Spreadsheets stored in document libraries

Server calculation and rendering

External data retrieval and caching

Protect, Share & Reuse Spreadsheets

Publish

SpreadsheetsExcel 2007

Design and author

BI Abilities

Visualization

MOSS 2007


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Example Publishing from Excel to Excel Services

End user creates spreadsheet in Excel 2007

Publishes it to SharePoint Excel Services

Configures the view of the spreadsheet in SharePoint


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Example Create spreadsheet in Excel 2007


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Example Connect Excel Web Access Web Part

Onlysho

wspublis

heds

heet


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DemoDemo


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The Report Center SharePoint 2007 Site Template

Repository for reports

Includes many features Sample KPIs

Dashboard Pages

Excel Web Access

Report Library

Report Calendar

Filter web parts


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SSRS Reports in SharePoint Report Library

SQL 2005 Service Pack 2

Report viewer web part Publish Reports to SharePoint

Leverage features of SharePoint

Versioning

Workflow

Etc.


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DemoDemo


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KPI Web Part

Displays KPIs in SharePoint

List

Detail


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DemoDemo


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SharePoint page

Create individual dashboards

Contains a number of different

parts

Content Editor

Contact Details

Filter Actions Excel Web Access

KPI

Summary Link

Dashboard Pages in the Report Center


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Filtering Data in SharePoint

Used to filter data

Multiple filter types

Authored List

Business Data Catalog

Current User

Date

Query String (URL)

SharePoint List SSAS

Text


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Allows user to enter a list of values

Manually entered into configuration

Good for hard coded situations

Authored List Filter Part


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Leverages the Business Data Catalog (BDC)

Allows user to search by entity in BDC

Good for filters requiring relational data

Business Data Catalog Filter Part


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Leverages current logged in user

Can utilize a user profile value for the current

user

Hidden on screen

Good for web parts that need a context of

My

Example My Orders would filter all orders in

another web part

Current User Filter Part


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Allows user to specify a date

Different types of defaults

Specific date

Offsets from today

Date Filter Part


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Sends value of query string parameter to web

part

User can define the parameter to pull from

Hidden except when in edit mode

Good for passing context

Query String Filter Part


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Leverages SQL Server 2005 Analysis

Services

User selects dimension

Great for reusing existing dimensions defined

in SSAS

SSAS Filter Part


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Business Data Catalog Expose Data to SharePoint

Custom Line of Business Data

Database or Web Services Can be used as metadata

Automatically provides lookup functions


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SharePoint Business Data Catalog (BDC) Expose Data to

SharePoint

Custom Line of

Business Data

Database or Web

Services

Can be used as

metadata

Search Data


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DemoDemo


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Bringing it all together in SharePoint

Business Intelligence

Filters

KPIs

Excel Services


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What is PerformancePoint Server 2007?

Business analytics

Financial reporting

Consolidation

Planning

Budgeting

Forecasting

Scorecard management


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How is PPS Structured?

Planning Business Modeler

Excel Add-in

Dashboard Designer


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Q & AQ & A


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Resources Microsoft Business Intelligence Resources: http://www.microsoft.com/bi/

Microsoft SQL Server Data Mining Add-Ins for Office 2007:

http://www.microsoft.com/sql/technologies/dm/addins.mspx

PerformancePoint Server 2007:

http://office.microsoft.com/en-us/performancepoint/FX101680481033.aspx 2007 Microsoft Office System BI Integration with SQL Server 2005 (file download):

http://download.microsoft.com/download/c/5/9/c5955aa6-97e4-4b30-9b15-3d37e2be82e7/S

Microsoft SQL Server 2005 Reporting Services Add-in for Microsoft SharePoint

Technologies:

http://www.microsoft.com/downloads/details.aspx?familyid=1E53F882-0C16-4847-B331-132

Microsoft SQL Server Reporting Services (SSRS) - Installation/Configuration Guide forSharePoint Integration Mode (file download):

http://blogs.msdn.com/sharepoint/attachment/4194088.ashx
http://www.microsoft.com/bi/http://www.microsoft.com/sql/technologies/dm/addins.mspxhttp://office.microsoft.com/en-us/performancepoint/FX101680481033.aspxhttp://download.microsoft.com/download/c/5/9/c5955aa6-97e4-4b30-9b15-3d37e2be82e7/SQL%20Server%202005%20and%20Office2007%20Business%20Intelligence%20Whitepaper%20Jan312007.docxhttp://www.microsoft.com/downloads/details.aspx?familyid=1E53F882-0C16-4847-B331-132274AE8C84&displaylang=enhttp://blogs.msdn.com/sharepoint/attachment/4194088.ashxhttp://blogs.msdn.com/sharepoint/attachment/4194088.ashxhttp://www.microsoft.com/downloads/details.aspx?familyid=1E53F882-0C16-4847-B331-132274AE8C84&displaylang=enhttp://download.microsoft.com/download/c/5/9/c5955aa6-97e4-4b30-9b15-3d37e2be82e7/SQL%20Server%202005%20and%20Office2007%20Business%20Intelligence%20Whitepaper%20Jan312007.docxhttp://office.microsoft.com/en-us/performancepoint/FX101680481033.aspxhttp://www.microsoft.com/sql/technologies/dm/addins.mspxhttp://www.microsoft.com/bi/

Date post:	07-Apr-2018
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SharePoint 2007 Business Intelligence

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