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

SharePoint Saturday NYC - Business Intelligence

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SharePoint and Office provide a great 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

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Page 1: SharePoint Saturday NYC - Business Intelligence

Creating Business Intelligence with SharePoint 2010

Demo + Codehttp://bit.ly/kOqLnv

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

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Outline & Agenda Who Am I Business Intelligence (BI) Primer BI Tools in SharePoint 2010 Excel Services Visio Services PerformancePoint Services Reporting Services

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Business Intelligence (BI) Primer

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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

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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

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

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Excel Services & PowerPivot

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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

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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

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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

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Visio services

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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

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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

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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

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PerformancePoint Services

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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

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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

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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

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Reporting Services

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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

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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

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demo

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Summary Common Issues Codeplex Business Intelligence (BI) Primer BI Tools in SharePoint 2010 Excel Services PowerPivot Visio Services PerformancePoint Services Reporting Services Putting it all Together with Dashboards

EmpowerYour Users

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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.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

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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 http://spsf.codeplex.com

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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

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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

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SharePoint Software Factory

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Housekeeping Please remember to visit the ATE & Open

Spaces for a chance to win an XBOX/Kinect. You can also enter into a raffle for an SPC Pass if you visit the sponsor booths to get your bingo card signed. All other prizes are related to ending session evaluations.

Follow SharePoint Saturday New York City on Twitter @spsnyc and hashtag #spsnyc

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