creating interactive reports & dashboards with sharepoint 2007
TRANSCRIPT
![Page 1: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/1.jpg)
Creating Interactive Reports & Dashboards with SharePoint 2007
For the live webinar recording, please visit:http://www.softwarefx.com/webinars/0709-SharePoint2007/ViewOnline/
![Page 2: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/2.jpg)
Webinar Chairs
Software FXTomas Tezak
Product Manager
561-999-8888 ext:284
Ivan Giugni
VP of Products
561-999-8888 ext:209
Portalogiks Inc.Devereaux Milburn
President & CEO
202 . 370 . 6281
![Page 3: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/3.jpg)
Presentation OutlineIntroduction Ivan Giugni 5 Minutes
Introduction to DashboardsReporting Paradigm ShiftThe Problem with SharePointWhy Reporting Projects Fail
Devereaux Milburn
20 Minutes
Introducing DataParts for SharePoint 2007 Ivan Giugni 10 Minutes
LIVE DEMODataParts Demo Tomas Tezak 20 Minutes
Closing and Q&A Ivan Giugni
![Page 4: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/4.jpg)
Devereaux Milburn
• President & CEO of Portalogiks Inc. (www.portalogiks.com)
• 8 Years SharePoint Life-Cycle Development
• Implemented SharePoint solutions for DHS, Treasury, Commerce, USDA, Energy and the Fortune 500
• SharePoint training solutions employed by Intel, Cisco, Nike, Blockbuster, Army and Air Force
• Invited to frame the state of SharePoint reporting for large enterprises
![Page 5: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/5.jpg)
What to Expect
• Understand core competencies of a successful dashboard
• Effectively gauge SharePoint’s reporting capabilities
• Discover dashboard issues affecting medium to large organizations
• Understand why reporting projects fail
• Bridge the gap between SharePoint & reporting
• Provide enterprise reporting and visualization as a service
![Page 6: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/6.jpg)
Executive Dashboard White Paper
Available at: http://www.softwarefx.com/sharepoint/
![Page 7: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/7.jpg)
What are Dashboards?
• Interactive
• Interconnected
• Real-time
• Multi-variable analysis (charts, maps, lists)
• Single Variable Analysis (gauges, digital panels)
• Components can be grouped and arranged
![Page 8: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/8.jpg)
1. Consolidation
2. Elevation
3. Reporting
4. Metering
5. Formatting
6. Interchange
Principles of Dashboards
![Page 9: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/9.jpg)
Dashboard Model
![Page 10: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/10.jpg)
Paradigm Shift“The Reporting New World Order”
![Page 11: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/11.jpg)
Enterprise Reporting Issue Tracker
• Not enough content
• Not enough adoption
• Lack of web-based tracking tools2001 • No enterprise deployment
• Lack of business applications
• No citizenry of users or culture of use2003• Too much data
• Absence of reporting tools for web services
• No turn-key visualization solutions2007
![Page 12: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/12.jpg)
SharePoint Gap Analysis
Enterprise Extranet
Document Management
WorkflowsTracking Solutions
Web Forms Reporting
1. Charts2. Maps3. Gauges4. Digital Panels 5. Advanced Lists
![Page 13: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/13.jpg)
Organizational Challenges
• Lack of data visualization
• Lack of interactive reporting
• Lack of repeatable solutions
• Implementation costs are prohibitive
• Lack of a solution all classes of SharePoint users can employ
![Page 14: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/14.jpg)
SQL Server Reporting Services
• Implementation Cost
• SQL Resource Consumption
• Specialty Designer Tool (Business Intelligence Development Studio)
• Training
• Technical Development of Writing Reports
• Is not a Dashboard tool
![Page 15: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/15.jpg)
Stand Alone Reporting Tools(Crystal Reports, Tableau, etc.)
• Not a Natural Fit for SharePoint
• Requires additional servers/infrastructure
• Requires development and training
• Subject to uncertain road maps for SharePoint
![Page 16: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/16.jpg)
Flash & Silverlight
• Cost to develop
• Lack of browser support
• Lack of adoption
• Not repeatable
• No mobile access
![Page 17: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/17.jpg)
Home Grown Solutions
• Origination cost
• Loss of staff productivity
• Not tailored for SharePoint
• Not repeatable
• Subject to errors and maintenance
• Creates false dependencies (staff & tool kits)
• Attrition – Knowledge Loss
![Page 18: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/18.jpg)
One-Off Web Parts
• Not always designed for SharePoint
• Maintenance cost
• Only a partial solution
• Not interoperable with each other
• Reporting or Charting, not both
![Page 19: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/19.jpg)
Performance Point
• Licensing ($20K+)
• Hardware/Appliance Cost
• Staffing & Development Cost
• Myriad of System Requirements
![Page 20: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/20.jpg)
Performance Point
• Licensing ($20K+)
• Hardware/Appliance Cost
• Staffing & Development Cost
• Myriad of System Requirements
Performance Point Requirements
![Page 21: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/21.jpg)
Why Reporting Projects Fail
• Performance Point
• SQL Server Reporting Services
• Crystal Reports
• Business Data Catalog
• On-off web parts
• Home Grown Solutions
• Flash & Silverlight
Licensing
Staffing
Training
Adoption
Integration
![Page 22: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/22.jpg)
Make the Most of Your SharePoint Investment
• Last step of integrated web services is reporting
• Not getting the full value from SharePoint
Enterprise Extranet
Document Management
WorkflowsTracking Solutions
Web Forms Reporting
![Page 23: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/23.jpg)
Reporting Solution
Document Solutions
Tracking Solutions
Workflow Solution
Calendar Solution
Project Solution
Unification Charting
SharePointWeb Services
![Page 24: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/24.jpg)
Strategic Advantages of Reporting
• Data accessibility
• Increased visibility
• Diversified presentation tool kit
• SharePoint as a tracking tool now provides outcomes, not just lists
![Page 25: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/25.jpg)
Comprehensive is Key
• Suite of turn-key, inter-operable web parts• Allows all classes of users to provision visualization and
charting solutions
CHARTS GAUGES REPORTING COMPREHENSIVE
SUITE
![Page 26: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/26.jpg)
Introduction to Software FX
• More than 16 years of experience in data visualization
• Multiple platforms (Developers, DBAs, IT)
COMVisual Basic, C++
Visual Studio .NET
JavaWPF & Silverlight
SQL ServerReporting Services
PowerShell SharePoint
![Page 27: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/27.jpg)
What is DataParts?
• Complete suite of visualization web parts
• Provides turn-key reports and dashboard
solutions for all portal users
• Based on proven award-winning technology
(Chart FX and Grid FX)
![Page 28: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/28.jpg)
DataParts is Designed for SharePoint
• Native Web Parts
• Integrated look and feel
• Easy to use and customize
• No external designers are required
SharePoint is the designer
• Tool Pane Wizards
![Page 29: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/29.jpg)
DataParts Charts
• Over 120 chart types
• 2D and 3D charts
• Fully customizable
Legends
Axes
Labels
Titles
![Page 30: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/30.jpg)
DataParts GaugesRadial
Vertical
Horizontal
Digital Panel
![Page 31: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/31.jpg)
Inline Gauges
HierarchicalLists
Titles, Headers &
Icons
DataParts Advanced Lists
Colum Formatting
PaginationControls
Sidebars
ExportControls
PrintControls
Context Filtering
![Page 32: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/32.jpg)
DataParts Card View
• Business Card style
• Ideal for images
• Useful to show details
![Page 33: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/33.jpg)
DataParts Maps
• Value ranges & Column selection
• 200+ Maps library
• Custom maps
![Page 34: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/34.jpg)
DataParts Connects to Any Data Source
Internal Data(SharePoint Lists)
External Data(SQL Server, Oracle, etc.)
Collaboration Platform
(WSS 3.0, MOSS)
Integrated Reporting Solution
DataParts
![Page 35: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/35.jpg)
DataParts are Interactive
• Fully interactive web parts
• No third party add-ons required
(e.g. Flash or Silverlight)
• Use AJAX technology to enhance user experience
![Page 36: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/36.jpg)
DataParts are Interconnected
• Interaction with other DataParts
Enables drilldown capabilities
• Interaction with other SharePoint web parts
Support advanced filtering scenarios
![Page 37: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/37.jpg)
DataParts are Visually Adaptable
• Maintains Corporate
Branding and Identity
• Fully theme-aware
• Accommodates custom CSS
40+ color schemes
![Page 38: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/38.jpg)
DataParts is Easy to Deploy
• No additional servers
Installs directly on the SharePoint Server
• Works with any version of SharePoint 20071. Windows SharePoint Services 3.02. MOSS 2007 Standard3. MOSS 2007 Enterprise4. Deploys using any version of SQL, even Express Edition
![Page 39: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/39.jpg)
DataParts Live Demos
1. Adding and Configuring DataParts Web Parts
2. Connecting to data
3. A Look at Advanced Lists
4. Using Filter Web Parts
5. Interconnected Web parts
6. Theme Awareness and Flexibility
For the live webinar recording, please visit:
http://www.softwarefx.com/webinars/0709-SharePoint2007/ViewOnline/
![Page 40: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/40.jpg)
DataParts Licensing
• Small Business (Up to 100 Users)
• Medium Business (Up to 1000 Users)
• Enterprise (1000+ Users)
• Trial Versionwww.SoftwareFX.com/DataParts
![Page 41: Creating Interactive Reports & Dashboards with SharePoint 2007](https://reader030.vdocuments.mx/reader030/viewer/2022012011/613d54b9736caf36b75c0ed5/html5/thumbnails/41.jpg)
Contact Information
Software FXTomas Tezak
Product Manager
561-999-8888 ext:284
Ivan Giugni
VP of Products
561-999-8888 ext:209
Portalogiks Inc.Devereaux Milburn
President & CEO
202 . 370 . 6281
DataParts Website
www.SoftwareFX.com/DataParts