SharePoint Saturday Boston
September 2010Chris McNulty, Sadie Van Buren
See Beyond the Numbers:Data Visualization in SharePoint 2010
Chris McNulty
SharePoint Practice Lead, KMA
• Working with SharePoint technologies since 2000/2001
• 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
• 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
Sadie Van Buren
Consulting Manager, Burntsand
• Project Manager and Business Analyst focusing on SharePoint
• Working with SharePoint since beta 2003 version
• Over 40 SharePoint implementations• Microsoft Certified Technology
Specialist
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• Full-service IT consulting firm established in 1995
• 28 employees: Partner, PM, Analyst, Developer, QA
• Industry expertise and focus: Professional Services, Life Sciences & Financial Services
• 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)
• Leading systems integration firm founded in January 1996
• More than 350 blue chip clients
• Subsidiary of Open Text with local office in Waltham
• Publicly traded on Toronto Stock Exchange (OTEX)
• Microsoft Gold Certified partner with six competencies
• Have delivered solutions built on the SharePoint and .NET platforms since their inception in 2001
• Additional partnerships with Oracle, EMC Documentum, SAP, and BMC Software
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Agenda
• Goals, Terms & Surrounding Technology• Complexity Levels of These Solutions• Technology Overview and Demos
– Simple List and Chart– Excel Services– Power Pivot– Pivot– SQL Server Reporting Services (SSRS)– Performance Point 2010– Mapping
• Summary• Resources• Question and Answer Period• Contact Information
Microsoft SharePoint Server 2010 … the bright frontier
Eastern Long Island, July 4, 2010
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Complexity Levels of These Solutions
Time
Co
st
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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
• BCS – Business Connectivity Services• SSRS – SQL Server Reporting Services• Cube – a prebuilt matrix of data aggregations, hosted in
SQL Server Analysis Services• Project Dallas – Microsoft initiative to create publicly
subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)
• Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information
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SharePoint BI Evolution
Chart Web Part
Excel Services
• Excel Web Access
• PowerPivot
Enabling technologies
• Business Connectivity Services
• SQL Reporting Services
• Pivot
• Dallas
Performance Point
• Dashboards
• Analysis Services
Custom Solutions
• Mapping
• Web Parts
• Etc.
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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
DEMO – Chart Web Part
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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
DEMO - PowerPivot
Pivot
• “Interact with massive amounts of data in ways that are powerful, informative, and fun”
• Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web
• Create a “collection”- underlying schema is CXML or Collection XML.
• View in SharePoint via Silverlight viewer• Complexity: Excel tool available • Tip: http://getpivot.com
DEMO - Pivot
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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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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
DEMO – PerformancePoint
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Mapping
• IDC reports that nearly 80% of business data has a location component
• Make business tools as engaging as what’s on the web
• Use cases: – Customer base / trade areas
– Routing and shipping
– Targeted marketing
– Supply chain & disruption resolution
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Mapping
DEMO - Mapping
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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
SQL Reporting Services Commonly used SQL query techniques
Not an end user tool; 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 prebuiltanalyses
Pivot Large datasets, can be built by Excel plugin for the power user or by developer
Image collection time-consuming to build/standardize
Each data item has visualcomponent
Mapping Varying solution levels, user familiarity
Potential licensing complexity
Each data item has location component
Custom solutions More complex solution More effort Mapping!
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2010 BI Solutions in SharePoint
Printing or exporting
Visual NavigationLarge Datasets
Small Datasets
Mapping
Pivot
SQL Reporting Services
PerformancePoint
Excel Services
Chart Web Part
PowerPivot
SharePoint list
KPI / Status Indicator
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Resources - General
• 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/
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Resources: Mapping
• Bing Developer Center & Bing Maps Customer Gallery:– http://www.microsoft.com/maps/developers/
• Bing Maps Blog:– http://www.bing.com/community/blogs/maps/
• GIM International – online magazine of geomatics:– http://www.gim-international.com/index.php
Resources: Pivot
• Microsoft Live Labs Pivot site– http://www.getpivot.com/
• Pivot Viewer control for Silverlight:– http://www.silverlight.net/learn/pivotviewer/
• Pivot Collection Gallery: http://www.getpivot.com/collections/
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• Questions?
• Contact Us
• Ask the Experts
• Prizes!
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Thank you…
Contact Chris:
Blog
http://blogs.kma-llc.net/microknowledge
http://twitter.com/cmcnulty2000
http://www.linkedin.com/in/cmcnulty
Contact Sadie:
Blog
http://amatterofdegree.typepad.com/a_matter_of_degree/
Twitter http://twitter.com/sadalit
LinkedIn http://www.linkedin.com/in/sadalit
SharePoint Saturday Boston
Twitter: @SPSBoston | #SPSBos
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