spstcdc sharepoint 2010 business intelligence and data visualization - see beyond the numbers
DESCRIPTION
A recap of Chris McNulty's SharePoint presentation at SharePoint Saturday the Conference in August 2011.TRANSCRIPT
![Page 1: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/1.jpg)
See Beyond the Numbers – Data Visualization and Business Intelligence in
SharePoint 2010 (S2B-104)Architect – 300Chris McNulty
KMA
Welcome to SharePoint Saturday—The Conference
![Page 2: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/2.jpg)
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
![Page 3: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/3.jpg)
• 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
![Page 4: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/4.jpg)
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
![Page 5: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/5.jpg)
![Page 6: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/6.jpg)
• 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
![Page 7: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/7.jpg)
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
![Page 8: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/8.jpg)
The carousel paradox…
![Page 9: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/9.jpg)
• 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
![Page 10: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/10.jpg)
Complexity Levels of These Solutions
Time
Cost
![Page 11: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/11.jpg)
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
![Page 12: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/12.jpg)
• 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
![Page 13: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/13.jpg)
DEMO – Chart Web Part
![Page 14: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/14.jpg)
• 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
![Page 15: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/15.jpg)
• “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
![Page 16: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/16.jpg)
• 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
![Page 17: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/17.jpg)
DEMO - PowerPivot
![Page 18: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/18.jpg)
• “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
![Page 19: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/19.jpg)
DEMO - Pivot
![Page 20: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/20.jpg)
• 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
![Page 21: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/21.jpg)
• “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)
![Page 22: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/22.jpg)
• 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
![Page 23: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/23.jpg)
DEMO – PerformancePoint
![Page 24: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/24.jpg)
• 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
![Page 25: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/25.jpg)
Mapping
![Page 26: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/26.jpg)
DEMO - Mapping
![Page 27: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/27.jpg)
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
![Page 28: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/28.jpg)
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
![Page 29: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/29.jpg)
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
![Page 30: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/30.jpg)
• 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
![Page 31: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/31.jpg)
• 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
![Page 32: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/32.jpg)
• 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
![Page 33: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/33.jpg)
• Questions?• Evaluations• Contact Me• Prizes! Follow @kmallc
for the code word!
![Page 34: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/34.jpg)
Welcome to SharePoint Saturday—The Conference
Thanks to Our Other Sponsors!Thanks to our Sponsors
![Page 35: SPSTCDC SharePoint 2010 Business Intelligence and Data Visualization - See Beyond the Numbers](https://reader036.vdocuments.mx/reader036/viewer/2022070316/555c0d1ad8b42ad27e8b4a47/html5/thumbnails/35.jpg)
• Chris McNulty– Email [email protected]– 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…