9/10/2010 1
A Simpleton’s Guide to Business Intelligence in SharePoint 2010
Chris McNultyKMA
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About Me• Working with SharePoint technologies
since 2000/2001• 20 years consulting and financial services
technology (Santander, John Hancock, GMO, State Street)
• SharePoint practice lead at KMA• Write and speak often on Microsoft
information worker technologies (book out this month!)
• Microsoft MCSE/MCTS/MSA/MVTS• BC MBA in Investment Management• Hiking, cooking, playing guitar, colonial
history, photography• My family: Hayley, three kids (15, 6, 3)
and my dog Stan
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About KMA
o Full-service IT consulting firm established in 1995o 28 employees: Partner, PM, Analyst, Developer, QA o Industry expertise and focus: Professional Services, Life Sciences &
Financial Serviceso Microsoft technology focus:
• Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004
• Working with SharePoint technologies since 2001• Specialties in
Collaboration: Portals, Communities and Content Management Insight: Enterprise Search and Business Intelligence Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)
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Agenda
• Goals, Terms & Surrounding Technology• Technology Overview and Demos
– Simple List and Chart– Excel Web Access– Power Pivot– Business Connectivity Services (BCS)– SQL Server Reporting Services (SSRS)– Performance Point 2010
• Summary
Microsoft SharePoint Server 2010 … the bright frontier
Microsoft SharePoint Server 2010 … the bright frontier
Eastern Long Island, July 4, 2010
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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
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Terms
• SSRS – SQL Server Reporting Services• Cube – a prebuilt matrix of data aggregations, hosted
in SQL Server Analysis Services• WCF – Windows Communications Framework• Project Dallas – Microsoft initiative to create publicly
subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)
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Surrounding Technologies
• Analysis Services (Cubes)• SQL Server Integration Services (DTS)• AS-based Dashboard Designer and Reports• Project Dallas
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SharePoint BI Evolution
Chart Web Part
Excel Services• Excel Web
Access• PowerPivot
Business Connectivity Services• External data• External lists
SQL Reporting Services
Performance Point• Dashboards• Analysis
Services
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SharePoint Charting
• Native to SharePoint (Web Part)
• Code-free solution – uses web part and native lists
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SharePoint Charting
• 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
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Excel Services
• Use the world’s #1 BI modeling tool
• Render data, charts, interface using native Excel components (e.g. Slicers)
• Data stored in Excel
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Excel Services
• Host a presentation layer using Excel Services– Closely related to Excel Web Access
• Use native SharePoint Status Indicators (KPIs) – Can also work with lists
• Render Excel 2010 functions (e.g. Slicers) without Excel 2010 on all clients
• Use when users are skilled in Excel modeling and charting and data lives in spreadsheets
• Quick tip: understand SSA’s
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PowerPivot
• “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
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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
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Business Connectivity Services
• Read write access to external data sources in SP2010 (aka Business Data Connectivity)
• Pull data into SharePoint user interface
• Push data into external sources
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Business Connectivity Services
• Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)
• Configured through 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
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SQL Server Reporting Services (SSRS)
• “Code free” but requires development tools
• Designed using Business Intelligence Developer Studio
• Host in SQL Server or SharePoint
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SQL Server Reporting Services (SSRS)
• Reports run and render in SSRS Engine• Deploy reports to “native” SQL server or SharePoint
integrated mode• Reuse in SharePoint and Dashboard interface• Export contents to Excel, Word, etc.• Use when some reports are printed, multipage, etc.
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PerformancePoint 2010
• Dashboard Designer (browser downloadable)
• Integrates Excel Services, SSRS, and Performance Point Elements
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PerformancePoint 2010
• Sophisticated self service modeling• 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
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Next - Project Dallas
• Azure-based public data subscriptions• Addressed through OData/XML• Query/view download• Samples available now at
http://www.sqlazureservices.com • TIP: Sample data sets are limited in CTP
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SummaryTechnology 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
Business Connectivity Services
Access data beyond SharePoint boundary
Write access needs control
Integrate data from external sales order system
SQL Reporting Services Commonly used SQL query techniques
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
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Resources: Microsoft and KMA
• 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/
• From KMA:– Online content, blogs, articles available through www.kma-llc.net – Monthly live seminars/webinars
– Upcoming Events:– SPTechCon (Boston) October 2010– SharePoint 2010 Webinar – September 22, 2010 (upgrades and “the cloud”)
– Standard Offerings– SharePoint Health Check - 1-2 day fixed price engagement– SharePoint 2010 Readiness 2 day fixed price engagement– SharePoint Deployment Planning Services (SDPS)– Information Architecture and Taxonomy Quick Start– [Microsoft Office] Business Value Planning Services (BVPS)
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Q&A
• Open Questions
• Contact Me• Ask the Experts• Prizes!
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Thank you…
• Contact Details– Email [email protected]– Blog http://blogs.kma-llc.net/microknowledge– Twitter: http://twitter.com/cmcnulty2000– LinkedIn:http://www.linkedin.com/in/cmcnulty
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