See Beyond the Numbers – Data Visualization and Business Intelligence in

SharePoint 2010 (S2B-104)Architect – 300Chris McNulty

KMA

Welcome to SharePoint Saturday—The Conference

Welcome to SharePoint Saturday—The Conference Welcome to SharePoint Saturday—The Conference

• Please turn off all electronic devices or set them to vibrate.• If you must take a phone call, please do so in the hall so as not

to disturb others.• Open wireless access is available at SSID: SPSTC2011• Feel free to “tweet and blog” during the session• Thanks to our Diamond and Platinum Sponsors:

Thank you for being a part of the first SharePoint Saturday conference

• Founded 1995– 29 employees– 4 partners, including 2 co-founders

• Principal lines of business:• Professional Services

– SharePoint Consulting– SharePoint Managed Services– Custom Application Development

• Software Product– Mekko Graphics advanced charting

software

• Roots in academia (MIT, Harvard, BU)

About KMA

Chris McNulty• KMA SharePoint Practice Lead/Manager• Working with SharePoint technologies since

2000/2001• 20 years consulting and financial services

technology (Santander, John Hancock, GMO, State Street)

• MBA in Investment Management from Boston College Carroll School of Management

• Write and speak often on Microsoft IW technologies (blogs & books)

• Microsoft MCSE/MCTS/MSA/MVTSP• Hiking, cooking, playing guitar, colonial

history, photography• My family: Hayley, three kids (16, 7, 4) and

my dog Stan

• Goals, Terms & Surrounding Technology• Complexity Levels of These Solutions• Technology Overview and Demos

– Simple List and Chart– Excel Services– Power Pivot– Pivot– BCS & SQL Server Reporting Services (SSRS)– Performance Point 2010– Mapping

• Summary• Resources• Question and Answer Period• Contact Information

Agenda

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

The carousel paradox…

• BCS – Business Connectivity Services• SSRS – SQL Server Reporting Services• Cube – a prebuilt matrix of data aggregations,

hosted in SQL Server Analysis Services• Windows Azure DataMarket (fka 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

Terms

Complexity Levels of These Solutions

Time

Cost

Chart Web Part

Excel Services• Excel

Web Access

• PowerPivot

Enabling technologies• Business

Connectivity Services

• SQL Reporting Services

• Pivot• Azure

DataMarket

Performance Point• Dashboar

ds• Analysis

Services

Custom Solutions• Mapping• Web Parts• Etc.

SharePoint BI Evolution

• Native to SharePoint (Web Part)

• Code-free solution – uses web part and native lists

• 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

SharePoint Charting

DEMO – Chart Web Part

• World’s #1 BI tool• Render data, charts,

interface using native Excel components (e.g. Slicers) without Excel 2010 on all clients

• Data stored in Excel; SharePoint hosts a presentation layer using Excel Services

• Native SharePoint Status Indicators (KPIs) – Can also work with lists

• Use when users are skilled in Excel modeling and charting and data lives in spreadsheets

Excel Services

• “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

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

PowerPivot

DEMO - PowerPivot

• “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

Pivot

DEMO - Pivot

• Read write access to external data sources in SP2010 (aka Business Data Connectivity)

• Pull data into SharePoint• Push data into external sources• Native Support for data from

SQL, .NET, Windows Communication Frameworks (e.g. Dallas)

• Configured in 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

Business Connectivity Services

• “Code free” integrated solution (with SQL 2008 R2)– (can also use Business

Intelligence Developer Studio)

• SharePoint integrated mode preferred

• Export contents to Excel, Word, etc.

• Reuse in SharePoint and Performance Point Dashboards

• Use when some reports are printed, multipage, etc.

SQL Server Reporting Services (SSRS)

• Dashboard Designer (browser downloadable)

• Integrates Excel Services, SSRS, and Performance Point Elements

• Sophisticated self service modeling via 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

• Use when data structures are stable and modeling skills are at least moderate (dimensions, facts)

• Quick tip: don’t fear SSAS! If you have Project Server you already have cubes

PerformancePoint 2010

DEMO – PerformancePoint

• 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

• Custom Web Part or Self Service SSRS

Mapping

Mapping

DEMO - Mapping

Engineering

Business Connectivity

Services (BCS)

Secure Store Service

Performance Point

SQL Analysis Services

Reporting Services (SSRS)

Integrated

Excel Services

Secure Store Service

Excel Services

Office Web Apps (OWA)

PowerPivot

SQL 2008 R2 Enterprise

SQL Server Reporting Services (SSRS)

SQL 2008 R2

SharePoint Integrated

(BIDS for Native Mode)

Kerberos [optional]

Pivot

Silverlight

Technology 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 prebuilt analyses

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 visual component

Mapping Varying solution levels, user familiarity

Potential licensing complexity

Each data item has location component

Custom solutions More complex solution More effort Mapping!

Summary

2010 BI Solutions in SharePoint

Printing or exporting

Visual Navigation

Large Datasets

Small Datasets

Mapping

Pivot

SQL Reporting Services

PerformancePoint

Excel Services

Chart Web Part

PowerPivot

SharePoint list

KPI / Status Indicator

• 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 (www.kma-llc.net)– Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)– White papers, blogs, presentations, news, and events

• From Me– SPSTCDC – Managed Metadata and Taxonomies 3:00pm CN117– New Jersey SharePoint User Group September 14 (Business Intelligence)– SharePoint Saturday NH – September 24, 2011 (Business Intelligence)– KMWorld DC October 2011 (IT)

Resources - General

• 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: Mapping

• Microsoft Live Labs Pivot site– http://www.microsoft.com/silverlight/pivotviewer/

• Viewer control for Silverlight:– http://www.silverlight.net/learn/pivotviewer/

• Pivot Collection Gallery: http://www.getpivot.com/collections/

Resources: Pivot

• Questions?• Evaluations• Contact Me• Prizes! Follow @kmallc

for the code word!

Welcome to SharePoint Saturday—The Conference

Thanks to Our Other Sponsors!Thanks to our Sponsors

• Chris McNulty– Email cmcnulty@kma-llc.net– Blog http://blogs.kma-llc.net/microknowledge– Twitter: @cmcnulty2000– LinkedIn:http://www.linkedin.com/in/cmcnulty

• Evaluations– http://

app.fluidsurveys.com/s/spstc2011-Sat-S2B-104• More sessions– SPSTCDC – Managed Metadata and Taxonomies

3:00pm CN117• Follow @KMALLC

Thank you…