SharePoint 2007 Business Intelligence SharePoint Business Intelligence Randy Williams, MVP MOSS Synergy Corporate Technologies [email protected]

SharePoint 2007 Business Intelligence

SharePoint Business Intelligence

Randy Williams, MVP MOSS

Synergy Corporate [email protected]

mailto:[email protected]

http://old.synergyonline.com/

SharePoint 2007 Business IntelligenceSharePoint 2007 Business Intelligence

Who is Synergy?

• Global company with offices in USA, UK, Australia and Singapore

• Premier SharePoint consulting– Architecture, Implementation, Development, Design

• SharePoint Training– Custom-crafted curriculum– Three, one-week technical (Master) courses– Three, one-day end-user courses– Offered through COMAT in Singapore

• http://www.synergyonline.com/sg

http://old.synergyonline.com/sg




Agenda

• What is Business Intelligence?• Microsoft’s Business Intelligence Offering

– SQL Server 2005/2008 • SQL Server Reporting Services (SSRS)• SQL Server Analysis Services (SSAS)

– SharePoint 2007• Excel Services• KPIs• Business Data Catalog (BDC)• Report Center • Dashboards

– PerformancePoint Server 2007– Q&A




“A broad category of applications and technologies for gathering, storing, analyzing, sharing and providing access to data to help enterprise users make better business decisions.”– Gartner

What is Business Intelligence?




What is Business Intelligence?



Why is Business Intelligence Growing in Importance?

• The amount of corporate data is doubling every 2-3 years• Barriers of entry (costs/technology) are being removed • Continued pressure on businesses to find efficiencies and

new market opportunities, client expectations• More disparate data sources than ever before

CallCenter

MarketingCampaign

Mgmt

CRM

Internet

Financial/ Accounting

Procure-ment

HR

Inventory

Intelligence is data with relevance and context




Key Business Drivers Behind BI Growth

• Allow business users the ability to query and write reports

• To simplify reporting across multiple transaction systems

• To store historical data longer than you can/would in transaction system




Business Intelligence Statistics• Are you currently deploying BI in your organization?

Source: WiseAnalytics, 2008 survey




Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions

Microsoft’s BI Strategy

• Major investment area• Leverage familiar tools such as the Office

System and SharePoint• Built on top of SQL Server 2005 & 2008• Performance Management is a key growth area




Types of Business Intelligence

• Analyze information with familiar tools• Enabling end-users with ad hoc reporting capabilities• Share reports and analysis over the web

Reporting and Analysis

• Improve corporate performance• Accelerate management decision making• Enable collaborative analysis

Performance Management

• Integrate information from disparate sources• Store and manage vast amounts of detail data• Analyze information with an integrated view of your

businessData Warehousing




Microsoft Tools for Business Intelligence

• Reporting Services (SSRS)• SharePoint Business Data Catalog (BDC)• Excel 2007 / Excel Services

Reporting and Analysis

• Excel 2007 / Excel Services• Performance Point Server 2007• SharePoint KPI’s

Performance Management

• SQL Server 2005 / 2008• Analysis Services (SSAS)• Integration Services (SSIS)

Data Warehousing




Office SharePoint Server 2007

SQL Server

SQL Server Integration Services

SQL Server Reporting Services

BIPlatform

End User Applications

SQL Server Analysis Services

Office Excel 2007

Business Scorecard Manager 2005

ProClarity Analytics 6

PerformancePoint Server 2007

SQL Server 2005SQL Server 2008




Data Warehousing Basics




What is a Data Warehouse?

• A Data Warehouse is the main repository of an organization's historical data, its corporate memory. It contains the raw material of a company's business intelligence system.

• It’s designed to store historical data

• It brings information together from multiple source systems into a single data store.

• The data is stored using special techniques that are optimized for analysis and reporting.




Extraction, Transformation & Loading (ETL)

• The process of gathering data from the production systems, cleansing it, validating it and moving it into the Data Warehouse. This process can be considered part of the Data Warehouse Infrastructure.




Key Terms

• Cubes: An enhanced storage mechanism that allows an end user to look at data from multiple perspectives. Think about pivot tables.

• Facts: Numeric data we are evaluating (cost, count, etc.)

• Dimensions: Attributes like Geography, Marital Status, Date/Time, etc. that will be used to summarize data.




Reports

Ad hoc Queries

CRM/ContactsSystem

Human Resource /PayrollSystem

Forecasting/Planning System

Excel, PDF, DOC

Property ManagementSystem

CorporateAccountingSystem

End UsersComputing

Device

Data Elements

Facts/Dimension

Data Warehouse

Analytics/ Scorecards

Metadata

Cubes

ReportingPlatform

Analysis Platform

Performance ManagementPlatform

ETL P

roce

ss: Extra

ct, Transfo

rm, &

Load

Work OrderSystem

Business Intelligence

Portal



Microsoft SQL Server




SQL Server 2005/08 – Business Intelligence

• Data acquisition from source systems and integration

• Data transformation and synthesis

• Data enrichment, with business logic, hierarchical views

• Data discovery via data mining

• Data presentation and distribution

• Data access for the masses

Integrate Analyze Report




• Extract Transform and Load (ETL)– Updated DTS environment– More trustworthy and reliable – Development environment– Many out-of-the-box transforms

• Extensible– Custom tasks– Custom enumerations– Custom transformations– Custom data sources

SQL Server Integration Services (SSIS)




• Business Perspective– Data in different systems needs

to be connected and related– Reporting often requires looking

beyond more than one system

• IT Perspective– Provides the glue to connect

back ends

SQL Server Integration Services (SSIS)




• OLAP engine / Cubes• Advanced business intelligence

– KPI/Perspectives– Custom/limited aggregations

and semi-additive measures• Web services• Data mining in the platform• Integrated developer tools

SQL Server Analysis Services (SSAS)




• Business Perspective– Multi-dimensional views of

information– Improved speed– Slicing and dicing

• IT Perspective– Stores predetermined aggregations– Reduces reporting load on

transactional systems

SQL Server Analysis Services (SSAS)




• Reporting solution– Report authoring,

management, delivery– Visual Studio .NET development

environment– Report Builder– Integrates with SharePoint

Reporting Services




• Visual Studio .NET– For developers– Leverages .NET

• Report Builder– End user reporting– Ad-hoc

• PerformancePoint– Best for OLAP

Methods of Report Design




Microsoft Office SharePoint Server



Microsoft Office SharePoint Server 2007 (MOSS)• Major component of Office System 2007• Web platform• 6 major components

– Business Intelligence– Business Process– Content Management– Search– Portal– Collaboration




SharePoint as a Platform

• Single infrastructure• Multiple scenarios




Core Services

Collaboration

DiscussionsCalendarsE-MailPresenceProject MgtOffline

Operating System Services

Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security…)

Database services Workflow servicesSearch services

Content Mgt

AuthoringApprovalWeb PublishingPolicy & AuditingRights MgtRetentionMulti-LingualStaging

PortalMySitesTargetingPeople FindingSocial NetworkingPrivacyProfilesSite Directory

Search

IndexingRelevanceMetadataAlertsCustomizable UX

BPM

Rich\Web FormsBiz Data CatalogData in ListsLOB ActionsSingle Sign-OnBizTalk Integ.

BI

Excel ServicesReport Center KPIsDashboardsSQL RS\AS Integ.Data Con. Library

Site Model

RenderingTemplatesNavigationVisual Blueprint

Storage

RepositoryMetadataVersioningBackup

Security

Rights\RolesPluggable Auth.Per ItemRights Trimming

Management

DelegationProvisioningMonitoringStaging

Topology

Config. Mgmt.Farm ServicesFeature PolicyExtranet

APIs

Fields\Forms OM and SOAPEventsDeployment




SharePoint Demo



SharePoint 2007 Business Intelligence Features

• Excel Services• Dashboards• Key Performance Indicators (KPI’s)• Filter Web Parts• Report Center/Report Library• Business Data Catalog (BDC)




Excel 2007

• Richer formatting• Improved pivot• Data connectivity




Excel Services – What is it?

• New server technology in MOSS 2007 Enterprise• Load, calculate and display Excel Workbooks in MOSS 2007• Thin client view in browser• Published workbooks can connect to external data• Designed to cut down on proliferation of Excel files




Excel Services – How does it work?

Browser

• Web rendering• Zero-footprint• Interactive

View and Interact

Customapplications

• Set & get spreadsheet values• Perform calculations• Retrieve full workbook file

Programmatic Access

• Open snapshots• Open full spreadsheet

Excel 2007

Export/Snapshot into Excel

• Spreadsheets stored in document libraries• Server calculation and rendering • External data retrieval and caching

Protect, Share & Reuse Spreadsheets

Publish SpreadsheetsExcel 2007

• Design and author• BI Abilities• Visualization

MOSS 2007




Example – Publishing from Excel to Excel Services

• End user creates spreadsheet in Excel 2007 • Publishes it to SharePoint Excel Services• Configures the view of the spreadsheet in SharePoint




Example – Create spreadsheet in Excel 2007




Example – Publish to Excel Services




Example – Connect Excel Web Access Web Part

Only shows published sheet




Excel Services Demo



The Report Center

• SharePoint 2007 Site Template

• Repository for reports

• Includes many features

• Sample KPI’s

• Dashboard Pages

• Excel Web Access

• Report Library

• Report Calendar

• Filter web parts




SSRS Reports in SharePoint

• Report Library

• SQL 2005 Service Pack 2, or

SQL Server 2008

• Report viewer web part

• Publish Reports to SharePoint

• Leverage features of SharePoint– Versioning

– Workflow

– Etc.




Reporting Services Demo



Key Performance Indicator (KPI) List

• List template• Graphically displays KPI’s• Use to track metrics• Data from multiple sources

– SharePoint Lists– Excel Services– SQL Analysis Services 2005– Manually entered




KPI Web Part

• Displays KPI’s in SharePoint

List

Detail




KPI Demo



• SharePoint page

• Create individual dashboards

• Contains a number of different web parts

• Content Editor

• Filter Actions

• Excel Web Access

• KPI

• Reporting Services

• Others

Dashboard Pages in the Report Center




Filtering Data in SharePoint

• Used to filter data– Multiple filter types– Authored List– Business Data Catalog– Current User– Date– Query String (URL)– SharePoint List– SSAS– Text




Business Data Catalog

• Expose Data to SharePoint• Custom Line of Business Data• Database or Web Services• Can be used as metadata• Automatically provides lookup functions




SharePoint Business Data Catalog (BDC)

• Expose Data to SharePoint

• Custom Line of Business Data

• Database or Web Services

• Can be used as metadata

• Search Data




• Leverages the Business Data Catalog (BDC)

• Allows user to search by entity in BDC

• Good for filters requiring relational data

Business Data Catalog Filter Part




Business Data Catalog Demo



Bringing it all together in SharePoint

Filters

KPI’s

Excel Services




What is PerformancePoint Server 2007?

• Business analytics

• Financial reporting

• Consolidation

• Planning

• Budgeting

• Forecasting

• Scorecard management




How is PPS Structured?

• Planning Business Modeler

• Excel Add-in

• Dashboard Designer




Latest Update on PPS

• Merging with MOSS Enterprise

• Customers with MOSS Enterprise license can now get PPS for free

• Stand-alone product no longer available for purchase




Performance Point Demo



Q&A



Resources

• Microsoft Business Intelligence Resources: http://www.microsoft.com/bi/• Microsoft SQL Server Data Mining Add-Ins for Office 2007:

http://tinyurl.com/qldrdw• PerformancePoint Server 2007: http://tinyurl.com/y7nbjn• Everything You Need to Know About Business Data Catalog (SharePoint

Magazine articles): http://sharepointmagazine.net/author/randywilliams• SQL Server 2008 Business Intelligence: http://tinyurl.com/pamdvv• Microsoft SQL Server 2008 Reporting Services Add-in for Microsoft

SharePoint Technologies: http://tinyurl.com/p3l4hu• Microsoft SQL Server Reporting Services (SSRS) - Installation/Configuration

Guide for SharePoint Integration Mode (file download): http://tinyurl.com/cxxkdn

http://www.microsoft.com/bi/

http://tinyurl.com/qldrdw

http://tinyurl.com/y7nbjn

http://sharepointmagazine.net/author/randywilliams

http://tinyurl.com/pamdvv

http://tinyurl.com/p3l4hu

http://tinyurl.com/cxxkdn




Thank You


Documents

SharePoint 2007 Business Intelligence SharePoint Business Intelligence Randy Williams, MVP MOSS Synergy Corporate Technologies [email protected]