37
Creating Business Intelligence with SharePoint 2010 Demo + Code http://bit.ly/kOqLnv Ivan Sanders SharePoint MVP/MCT Developer [email protected] http://twitter.com/@iasanders

SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Embed Size (px)

DESCRIPTION

This session on the SharePoint and Office set of BI features to build and integrate data-driven spreadsheets and applications with SharePoint 2010. This session will cover topics such as PowerPivot, PerformancePoint Services, Reporting Services, Excel Services, KPIs, and much more using SharePoint 2010 SQL 2012 with Windows server 2012

Citation preview

Page 1: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Creating Business Intelligence with SharePoint 2010

Demo + Codehttp://bit.ly/kOqLnv

Ivan SandersSharePoint MVP/MCT [email protected] http://twitter.com/@iasanders

Page 2: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Outline & AgendaWho Am IBusiness Intelligence (BI) PrimerBI Tools in SharePoint 2010Excel ServicesVisio ServicesPerformancePoint ServicesReporting ServicesQAWho do you trustPreview Windows 8

Page 4: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Windows 8 at the end of the slide deck

Page 5: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Ivan Sanders SharePoint MVP/MCT Developer http://twitter.com/@iasanders

Business Intelligence (BI) Primer

Page 6: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

What are Dashboards?Visual displays of information needed to achieve one or more objectives*Single-Screen display of informationShould answer fundamental questionsAlert the user to issues or problemsOperational, Performance, Personal

Page 7: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

What are Scorecards?Elements of a dashboardAlign strategies and organizational goalsMeasure and manage Key Performance Indicators (KPI)Modeled after the business, not the data

Page 8: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Microsoft SharePoint 2010 The business collaboration platform for the enterprise and the web

Page 9: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Ivan Sanders SharePoint MVP/MCT Developer http://twitter.com/@iasanders

Excel Services & PowerPivot

Page 10: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

What is Excel Services?Real-time, interactive, end-user BI reporting tool

Displays all or targeted elements of Excel workbooks through the browserExtends Excel capabilities such as external data connectivity and Excel based modeling to the browser

Application Development platform for building data-centric applications

Automate workbooks via Web Services APIProvide highly interactive application Easily distribute Excel content via REST

Page 11: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

What is PowerPivot Technology “PowerPivoting” Massive Data Volumes

With a few mouse clicks, a user can create and publish intuitive and interactive self-service analysis solutions.

PowerPivot for Excel PowerPivot for SharePoint

Page 12: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Excel 2010 and Excel ServicesInteractive slicers enable users to look at the data from various directions in Excel 2010

and in the browser through PowerPivot for SharePoint and Excel Services.

Slicing and Dicing

Page 13: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Ivan Sanders SharePoint MVP/MCT Developer http://twitter.com/@iasanders

Visio services

Page 14: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Visio Services Key FeaturesShare Diagrams in SharePoint• Visualize your business intelligence with Visio diagrams• Diagrams can be viewed without having Visio client installed• Full Fidelity rendering with Silverlight, or PNG

Connect Diagrams to Data• Use data graphics to build front ends for your real-time business intelligence

solutions• Diagrams can be connected to various Data sources

Build Dashboards• Use Web Part Connections to integrate with other SharePoint web parts• Use the Mashup API to fully customize your dashboards and manipulate data

Page 15: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Visio Services features

RenderingBrowser-agnosticFull Fidelity rendering using Down-level experience in PNG

Visual Refresh of Data DiagramsRefresh data connected diagrams to:

Supports Kerberos, SSO & Unattended Auth.Automatic refresh

OLEDB ODBCSP ListsSQL Excel

Page 16: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Visio Services, At a Glance“Data-Driven Diagrams in SharePoint”

Data Source

1 hour later…

Top Features:Diagrams all live in SharePoint Diagrams viewable in the browserDiagrams created once onlyDiagrams containing data graphics are

refreshableDiagrams give data context and improve

insights into the state of a system

EmpowerYour Users

Page 17: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Ivan Sanders SharePoint MVP/MCT Developer http://twitter.com/@iasanders

PerformancePoint Services

Page 18: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

PerformancePoint ServicesContext-driven dashboards across systems

Provides transparency and accountabilityInteractive access using browserCan be created/updated by power-users/professionals

EmpowerYour Users

Page 19: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Designing PPS ApplicationsDashboard designer used to create content

ClickOnce application launched from browserManages content directly in SharePoint

Lists for content, data sources, dashboards

EmpowerYour Users

Page 20: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Visual Data Exploration

Decomposition trees allow data explorationNew in SharePoint 2010Available by right clicking data in browser

Analyze -> Decomposition TreeAllows filtering\expanding across dimensionsAllows faster and more relevant visualization of data

Page 21: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Ivan Sanders SharePoint MVP/MCT Developer http://twitter.com/@iasanders

Reporting Services

Page 22: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Authoring and Publishing

Reuse predefined queries, data and report subcomponentsUse reports as data sources for desktop analytics

Easily publish predefined queries, reports and charts independently of IT Sync updates with published content objectsTake advantage of SharePoint-integrated mode

Accelerate report creation by leveraging existing content objects, such as Queries, Tables, Charts, Maps, Gauges, Logos Significantly decrease report creation time Increase end user adoption Seamless Publishing via SharePoint

Intuitive Authoring

Report Sharing

Reuse of Subcomponents

Page 23: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Providing Rich Visualizations Rich Visualization of Geospatial Data

Get more value out of BI by “mashing up” business information with geographic representation.

Geospatial visualizations

in Report Builder 3.0:

Mapping, Routing, Custom Shapes, …

Support for SQL Spatial

Integration with Bing Maps

Excel Services & PowerPivot

Page 24: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Ivan Sanders SharePoint MVP/MCT Developer http://twitter.com/@iasanders

demo

Page 25: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Summary

Common Issues CodeplexBusiness Intelligence (BI) PrimerBI Tools in SharePoint 2010Excel ServicesPowerPivotVisio ServicesPerformancePoint ServicesReporting ServicesPutting it all Together with Dashboards

EmpowerYour Users

Page 26: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010
Page 27: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Who Do you trust??Maurice Prather http://www.bluedoglimited.com/default.aspx Andrew Connell http://www.andrewconnell.com/blog Spence Harbar http://www.harbar.net Heather Solomon http://www.heathersolomon.com/blog Todd Klindt http://www.toddklindt.com/default.aspxTodd Baginski http://www.toddbaginski.com/blog Todd Bleeker http://bit.ly/edlSm5 Jan Tielens http://weblogs.asp.net/jan Patrick Tisseghem http://www.u2u.info/Blogs/Patrick/default.aspx Wictor Wilen http://www.wictorwilen.se Ted Patisson http://blog.tedpattison.net/default.aspx Lars Fastrup http://www.fastrup.net Carsten Keutmann http://keutmann.blogspot.comKeith Richie http://blog.krichie.comBill Baer http://blogs.technet.com/b/wbaer Sahil Malik http://blah.winsmarts.com Bil Simser http://weblogs.asp.net/bsimser Ivan Sanders http://msmvps.com/blogs/ivansanders

Page 29: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

SharePoint 2010 GuidanceBook The Book

Downloads Developing Applications for SharePoint 2010 (includes the Help file [CHM], samples, and library source code)

Media

•Introduction to Developing Applications with SharePoint 2010 •SharePoint Server-side Data Access – Part 1 of 3: Introduction •SharePoint Server-side Data Access – Part 2 of 3: Related Lists •SharePoint Server-side Data Access – Part 3 of 3: Analyzing Generated CAML

Support Discussions for patterns & practices SharePoint Guidance

Training Hands-on labs

Community patterns & practices SharePoint Guidance Community Site

License Microsoft patterns & practices license September 2009

Page 30: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

CKS DEV VSIX ExtensionsWSPBuilder conversion tool (WCT) betaImproved Quick DeployKeyboard shortcutsUpdated Full Trust Proxy SPIRestart processes menusAttach to processes menusSolution level Package allImproved import Content Types

Branding SPIImproved Fluent visual web part SPIBasic service application SPIWCF service SPISharePoint PowerShell cmdlet SPISharePoint PowerShell pipe binding SPIImproved copy assembly name menu

20

Page 31: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

SharePoint Software Factory

Page 32: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Ivan Sanders SharePoint MVP/MCT Developer http://twitter.com/@iasanders

Preview of what's nextSQL 2012 and Windows 8

#SPSHOU I should have time to complete the customization for the entire demo

Page 33: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Metro Style Apps

Page 34: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Windows Charms + C

Page 35: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Windows Program Menu + X

Page 36: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

Summary Search Result

Page 37: SharePoint Saturday Orlando 2012 Creating Business Intelligence with SharePoint 2010

File Search Result