Business Intelligence Data Visualization from SharePoint Saturday Boston
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This document summarizes various data visualization technologies available in SharePoint 2010, including simple lists and charts, Excel Services, Power Pivot, Pivot, SQL Server Reporting Services (SSRS), PerformancePoint 2010, and Mapping. It provides an overview of each technology, including pros and cons, and examples of common use cases. The presenters are then introduced, and an agenda for the remainder of the presentation is outlined.
Business Intelligence Data Visualization from SharePoint Saturday Boston
- 1. See Beyond the Numbers: Data Visualization in SharePoint 2010 SharePoint Saturday Boston September 2010 Chris McNulty, Sadie Van Buren
- 2. Chris McNulty • 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 SharePoint Practice Lead, KMA
- 3. Sadie Van Buren • Project Manager and Business Analyst focusing on SharePoint • Working with SharePoint since beta 2003 version • Over 40 SharePoint implementations • Microsoft Certified Technology Specialist Consulting Manager, Burntsand
- 4. • Full-service IT consulting firm • Leading systems integration firm established in 1995 founded in January 1996 • 28 employees: Partner, PM, Analyst, • More than 350 blue chip clients Developer, QA • Subsidiary of Open Text with local office in Waltham • Industry expertise and focus: Professional Services, Life Sciences & • Publicly traded on Toronto Stock Exchange (OTEX) Financial Services • Microsoft Gold Certified partner with six • Microsoft technology focus: competencies • Microsoft Certified Partner since 1995 / • Have delivered solutions built on the Microsoft Gold Certified Partner since 2004 SharePoint and .NET platforms since their inception in 2001 • Working with SharePoint • Additional partnerships with Oracle, technologies since 2001 EMC Documentum, SAP, and BMC • Specialties in Software Collaboration: Portals, Communities and Content Management Insight: Enterprise Search and Business Intelligence Productivity: Forms and Office Client (4) Twitter hashtag: Customization, Mekko Graphics (ISV)
- 5. 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 (5) Twitter hashtag:
- 6. Microsoft SharePoint Server 2010 … the bright frontier Eastern Long Island, July 4, 2010
- 7. Complexity Levels of These Solutions Cost Time (7) Twitter hashtag:
- 8. 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 (8) Twitter hashtag:
- 9. 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 (9) Twitter hashtag:
- 10. SharePoint BI Evolution Custom Performance Solutions Point • Mapping Enabling • Dashboards • Web Parts technologies • Analysis • Etc. • Business Services Excel Connectivity Services Services • Excel Web • SQL Reporting Access Services Chart • Pivot • PowerPivot Web Part • Dallas (10) Twitter hashtag:
- 11. SharePoint Charting • Native to SharePoint (Web Part) • Code-free solution – uses web part and native lists (11) Twitter hashtag:
- 12. 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 (12) Twitter hashtag:
- 13. DEMO – Chart Web Part
- 14. 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 (14) Twitter hashtag:
- 15. 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 (15) Twitter hashtag:
- 16. 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 (16) Twitter hashtag:
- 17. 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 (17) Twitter hashtag:
- 19. 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
- 20. DEMO - Pivot
- 21. SQL Server Reporting Services (SSRS) • “Code free” but requires development tools • Designed using Business Intelligence Developer Studio • Host in SQL Server or SharePoint (23) Twitter hashtag:
- 22. PerformancePoint 2010 • Dashboard Designer (browser downloadable) • Integrates Excel Services, SSRS, and Performance Point Elements (26) Twitter hashtag:
- 23. 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 (27) Twitter hashtag:
- 25. 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 (29) Twitter hashtag:
- 26. Mapping (30) Twitter hashtag:
- 27. DEMO - Mapping
- 28. Summary Technology Pros Cons Sample Use Case SharePoint Lists and Simple code free Simple data aggregations Users understand how to Charts solutions chart their own data Excel Services User familiarity Limited to Excel data Users love Excel charts! sources PowerPivot Large datasets Requires some Excel 2010 Data is too big for Excel SQL Reporting Services Commonly used SQL Not an end user tool; Need to print large query techniques entry level development multipage reports; export skills to Excel Performance Point and Rich scorecard and Requires more On screen data Analysis Services reporting environments, development exploration of prebuilt aggregates other sophistication analyses elements like SSRS Pivot Large datasets, can be Image collection time- Each data item has visual built by Excel plugin for consuming to component the power user or by build/standardize developer Mapping Varying solution levels, Potential licensing Each data item has user familiarity complexity location component (32) Twitter hashtag: Custom solutions More complex solution More effort Mapping!
- 29. 2010 BI Solutions in SharePoint Large Datasets Visual Navigation PowerPivot Pivot PerformancePoint Mapping SharePoint list KPI / Status Indicator SQL Reporting Services Chart Web Part Printing or Excel Services exporting (33) Small Datasets Twitter hashtag:
- 30. 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/ (34) Twitter hashtag:
- 31. 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 (35) Twitter hashtag:
- 32. 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/
- 33. • Questions? • Contact Us • Ask the Experts • Prizes! Twitter hashtag: (37)
- 34. Thank you… Contact Chris: Contact Sadie: Email Email cmcnulty@kma-llc.net svanburen@burntsand.com Blog Blog http://blogs.kma- http://amatterofdegree.typepad. llc.net/microknowledge com/a_matter_of_degree/ Twitter Twitter http://twitter.com/cmcnulty2000 http://twitter.com/sadalit LinkedIn LinkedIn http://www.linkedin.com/in/cmc http://www.linkedin.com/in/sada nulty lit (38) Twitter hashtag:
- 35. SharePoint Saturday Boston Twitter: @SPSBoston | #SPSBos CORRIDOR