Creating Business Intelligence Solutions using SharePoint 2010
Ivan SandersSharePoint MVP Developer, EvangelistDimension [email protected]
Agenda
• Common SharePoint 2010 Issues• Business Intelligence (BI) Primer• BI Tools in SharePoint 2010• Excel Services• Visio Services• PerformancePoint Services• Reporting Services• Putting it all Together• QA
Common Issues
• SharePoint 2010 ● Installation Configuration● Search Page ● SharePoint Management● Other Stuff you get for free
Common SharePoint Issue resolution
demo
BUSINESS INTELLIGENCE (BI) PRIMER
What are Dashboards?
• Visual displays of information needed to achieve one or more objectives*
• Single-Screen display of information• Should answer fundamental questions• Alert the user to issues or problems• Operational, Performance, Personal
EmpowerYour Users
What are Scorecards?
• Elements of a dashboard• Align strategies and organizational goals• Measure and manage Key Performance Indicators (KPI)• Modeled after the business, not the data
EmpowerYour Users
Microsoft SharePoint 2010 The business collaboration platform for the enterprise and the web
EXCEL SERVICES & POWERPIVOT
What is Excel Services?• Real-time, interactive, end-user BI reporting tool
● Displays all or targeted elements of Excel workbooks through the browser
● Extends 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 API● Provide highly interactive application ● Easily distribute Excel content via REST
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
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.
Interactive Slicing and DicingEmpower
Your Users
Excel Services & PowerPivot
demo
VISIO SERVICES
Visio Services Key Features
Share 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
Visio Services features
• Rendering● Browser-agnostic● Full Fidelity rendering using ● Down-level experience in PNG
• Visual Refresh of Data Diagrams● Refresh data connected diagrams to:
● Supports Kerberos, SSO & Unattended Auth.● Automatic refresh
OLEDB ODBCSP
ListsSQL Excel
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
Visio Services
demo
PERFORMANCEPOINT SERVICES
PerformancePoint Services• Context-driven dashboards across systems
● Provides transparency and accountability● Interactive access using browser● Can be created/updated by power-users/professionals
EmpowerYour Users
Designing PPS Applications• Dashboard designer used to create content
● ClickOnce application launched from browser● Manages content directly in SharePoint
• Lists for content, data sources, dashboards
EmpowerYour Users
Visual Data Exploration
• Decomposition trees allow data exploration● New in SharePoint 2010● Available by right clicking data in browser
• Analyze -> Decomposition Tree● Allows filtering\expanding across dimensions● Allows faster and more relevant visualization of data
PerformancePoint
demo
REPORTINGSERVICES
Report Authoring and Publishing
EmpowerYour Users
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
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
EmpowerYour Users
Reporting Services
demo
Summary• Common Issues Codeplex• Business Intelligence (BI) Primer• BI Tools in SharePoint 2010• Excel Services• PowerPOivot• Visio Services• PerformancePoint Services• Reporting Services• Putting it all Together with Dashboards
EmpowerYour Users
Your Feedback is Important
Please fill out a session evaluation form.
Thank you!
Ivan [email protected] http://twitter.com/iasandershttp://www.linkedin.com/in/iasanders
Who can 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.aspx• Todd 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.com• Keith Richie http://blog.krichie.com• Bill Baer http://blogs.technet.com/b/wbaer • Sahil Malik http://blah.winsmarts.com • Bil Simser http://weblogs.asp.net/bsimser
Codeplex – with Source Code• http://cksdev.codeplex.com • http://startermasterpages.codeplex.com • http://spm.codeplex.com • http://autospinstaller.codeplex.com • http://spsf.codeplex.com • http://slk.codeplex.com • http://smarttools.codeplex.com • http://spviewpermission.codeplex.com• http://bidshelper.codeplex.com • http://almspecialisttoolkit.codeplex.com
SharePoint 2010 Guidance
Book Buy 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
CKS DEV VSIX Extensions
WSPBuilder 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
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