SharePoint 2010 Business Intelligence
Module 2: Business Intelligence
Overview
Business Intelligence
Lesson: Business Intelligence
Introduction
BI Goals
MS BI Goals
Common Scenario
Data
Tools
Process
Security
Barriers to Perfection
Introduction
Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions
Provide Real Time information Find inefficiencies Save Money Focus resources
BI Helps with P = R – C
Profit = Revenue minus CostsAccomplished through
Data, Tools and Process
BI Goals – Why Implement BI?
Save time and money
Improve the efficiency of data consumption by all partiesFind the right data faster
If the data exists, but you don’t know where to find it, you can’t do your job
Increase Revenue!
Decrease Costs!
BI helps to:
Identify key metrics, trends, issues and behaviors
MS BI Goals
Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions
Delivered through a familiar environment Integrated into business collaboration infrastructure Built on a trusted and extensible platform
Use these tools to provide:
A centrally hosted, secure, and personalizable BI Portal for scorecards and reports
Empower the End Users
Empower End Users
Tools that provide timely access to information (data sources)
PowerPivot model SharePoint list Relational and multidimensional
Microsoft Office-optimized authoring
Powerful wizards for query and report design Edit and customize regardless of where they were first created Powerful visualizations (maps, sparklines, tablix)
Deliver reports in a format that makes sense
Geospatial (mapping, routing, Bing) PowerPivot (ATOM) Word and Excel HTML, PDF, CSV, XML, TIFF SharePoint 2010
Self Service Reporting
Enable end users to do it!
Re-use existing report parts Utilize enhanced visualizations Grab and Go Reporting Central report administration within SharePoint
Common reaction to Self Service Reporting:
My End Users can’t run reportsThe comeback reaction:
Stop thinking that way!
Simplicity and Complexity of Data
Cost of data has gone down – means more of it!
$4000 10MB harddrive to 1GB USB stick for $9Data comes from and goes somewhere
Partners send to you, you put in data storeData comes in many different formats
EDI, CSV, web services, xml, jsonData is stored in different locations
Data must be consolidated to Data Marts or Data Warehouse Extract, Transform, Load (ETL) scripts must be built
DM and DW can utilize advanced analysis techniques
Cubes, Data Mining Algorithms
Tools
Empower users with familiar and easy to use tools
SharePoint 2010, Excel 2010, SQL Server 2008 R2 (Reporting Services, Analysis Services, PowerPivot)
Goal is a zero footprint solution (support all devices)Empower ALL users
Information Workers IT Pros Power Users Business Decision Makers Developers
Process
Analytics
OLAP
Data Mining
Benchmarking
Security
Ensure the right people have access to the right data
Role based security Department based security
Implementing Security
SharePoint Security (SharePoint Groups) Data Source Security (NTLM security, Views, etc) Information Rights Management (Encrypted files)
Self service BI?
What level of control will you allow the lowest level?
Barriers to Perfection
Sponsorship
Someone has to give you the go ahead DataMart/DataWarehouse projects often fail – someone
has to take responsibilityYou have to ensure that it will work
Prototype a solution that really shows the benefitsMany groups will be affected
Information workers, Business analysts, IT Operations teams, Executives
Very large company (IBM, Microsoft, etc)
Geographical and large data considerations
Common Scenario
Business Challenge
HR, Finance, Sales, IT has separate data sources and reporting systems Build a single catalog/portal of access to all the data
Everyone should be able to:
Unite disparate BI assets from across the enterprise Access reports, scorecards and dashboards for all businesses from one
portal Attain secure and centralized delivery with data level security Empower power users to publish BI using agile, self service model Improve productivity, allowing users to locate, share and organize BI
assets Implement zero footprint deployment using thin client / browser
SQL Server 2008 R2, SharePoint 2010 and Office 2010 is the answer!
Lab 1: Business Intelligence Questionnaire
Answer some BI questions
Discussion
For each student, discuss:
What reports do you build today? Where does the data come from? What does the ETL process look
like? Do you use advanced Data
Mining/Modeling concepts? What can be done better? How do you envision using
SharePoint?
Summary
Business Intelligence will make your organization better!
Remember P = R-C
The new model = Empower end users
Determine your Data, Tools and Process needs
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