CLB205 - Creating Self-Service Analytic BI Applications with Microsoft SharePoint 2010Kevin HarmerPrincipal Consultant, VTSThoughtcorpkevin.harmer@thoughtcorp.com

Agenda• Overview of SharePoint and Self Service BI• Chart / Status List Web Parts• Excel Services• Excel PowerPivot Services• PerformancePoint Services• Visio Services• Reporting Services Integration• Additional Resources• Questions

SharePoint 2010 Pillars

Enterprise Content ManagementFrom Web Content to Business Intelligence

Data Insight

Enterprise Search

Workflow

Records Management

Intranet Content

Web Content

SharePoint 2010 - Data Insight (Microsoft BI)

Data Insight

PerformancePoint Reporting Services

Visio ServicesExcel Services

Microsoft BI – Self Service Architecture

Some Keys to Successful Self-Serve BI /w SharePoint 2010• Gain a robust understanding of the entire suite of SharePoint 2010 BI

tools• Implement SharePoint 2010 BI services correctly to support a stable,

scalable, flexible BI environment• Ensure the right data is available to support BI requirements

• Successful data flow relies on good plumbing• Align BI requirements to the right SharePoint 2010 BI tool• Empower analysts to leverage SharePoint BI tools directly

• Training, knowledge transfer• Ensure analysts fully leverage SharePoint as their BI repository and BI

presentation portal

Business Intelligence Center• Site template which pre-provisions BI libraries and provides “getting

started” guidance • SharePoint BI can be implemented in any type of SharePoint site, but

required libraries will have to be manually added if the site is not a Business Intelligence Center

• Before deploying a Business Intelligence Center site, be sure to configure SharePoint BI services• Otherwise, BI content deployed to the site will not render

• Pre-provisioned libraries:• Data Connections library• PerformancePoint Content List• Dashboards library• Documents library

demoBusiness Intelligence Center

Chart and Status List Web Parts• Enable the addition of charts and scorecards to

SharePoint pages, with no programming • Chart Web Parts have a good selection of chart types

available, and support the following datasources:• Other Web Parts, SharePoint Lists, Business Data Catalog, and

Excel Services• Status List Web Parts enable the assignment of a

status indicator (a basic KPI), using the following datasources:• SharePoint Lists, Excel Services, Analysis Services, or Fixed

Values• Both Web Parts can be filtered using a Filter Web Part• Use Case: Quick addition of simple BI chart/scorecard

views to SharePoint web part pages

demoChart and Status List Web Parts

Excel Services• Enables server-side calculation and browser-

based rendering of Excel workbooks• Workbook data can be internal to the

workbook or external to the workbook• External workbook data is usually accessed through a

PivotTable or PivotChart• Through the client browser, users can

refresh, filter, and drill workbook views• To perform additional analytics, users seamlessly open

the workbook locally from the Excel Services view• Use Case: Team sharing of Excel views to

support organizational analytics

demoSharePoint Excel Services

PowerPivot Services• PowerPivot is an Excel 2010 add-in, which enables

self-service data integration by analysts• With PowerPivot, external data is imported into an

Excel workbook , and is accessed locally using Excel views (PivotTables, …)

• SharePoint PowerPivot Services enables the publishing, hosting, and refreshing of Excel workbooks with PowerPivot content• PowerPivot Services handles the workbook data• Excel Services handles the workbook views

• PowerPivot data can be accessed as a cube source by other cube-compliant BI tools (i.e. PerformancePoint)

• Use Case: Tactical data integration of data that is not already integrated in the enterprise

demoSharePoint PowerPivot Services

PerformancePoint Services• Enables organizational scorecards , dashboards,

and web-based analytics of corporate performance• PerformancePoint is the most robust “zero-footprint” Microsoft

BI analytical tool• PerformancePoint supports Cube, Table, SharePoint List , Excel,

and PowerPivot datasources• Create flexible scorecards and KPIs, supporting

balanced scorecard analysis of the organization• Create grid/chart analytic views for analysis• Integrate other SharePoint views (web page, excel

service, reporting service, …) together in a consolidated dashboard

• Use Case: Robust zero-footprint analytics, unified dashboard views, and organizational performance management

demoSharePoint PerformancePoint

Services

Visio Services• Enables browser-based rendering of Visio

diagrams• Stand-alone or data connected Visio diagrams

can be published to SharePoint, rendered by SharePoint, and delivered to users via their browser

• Data connected Visio diagrams support rich, custom visualization of status and performance

• Supports table datasources for custom diagrams and cube datasources for pivot diagrams

• Use Case: Custom graphical visualization of enterprise status and enterprise performance

demoSharePoint Visio Services

Reporting Services• SQL Server Reporting Services can be integrated with

SharePoint, so users only interact with SharePoint when creating or consuming reporting service reports

• Reporting Services enables pixel-perfect reports, with filtering, paging, and export user functionality

• Analysts use Report Builder 3.0 to generate reports• Developers use BIDS (Visual Studio) to generate

reports• Reports are published to SharePoint and rendered on

demand via the user browser, or by schedule• Use Case: Robust enterprise reporting with powerful

visualization options, where users expect a predictable, repeatable report layout

demoSharePoint Integrated Mode for

Reporting Services

The Custom Web Part Option …• Occasionally, BI tools will not address

a BI visualization requirement involving a very specific, controlled layout

• To address this need, SharePoint partners provide Visual Studio 2010 frameworks, enabling custom web part development with minimal coding• Telerik, ComponentArt, …

• Use Case: Highly customized dashboards and BI views, to address advanced, specific BI dashboard and BI view requirements

Summary• SharePoint 2010 provides a powerful suite of BI tools that enable self-

service BI by power users and analysts• Each SharePoint 2010 BI tool has unique advantages that align to

specific performance management use cases, empowering analysts to leverage the right tool for a given corporate BI goal• Chart / Status List Web Parts – quick web part analysis • Excel Services – corporate analytics• PowerPivot Services – self-service data integration• PerformancePoint Services – enterprise scorecards / dashboards• Visio Services – graphical analysis• Reporting Services – enterprise reporting

• Microsoft BI tools are accessible, integrated, robust, and support your organizations datasources

• Fully leverage your existing Microsoft software investment by practicing Microsoft BI!

Thoughtcorp Overview• 100 consultancy firm established in 1995 • 54% average annual growth rate over the past 5 years

• Services: Architecture, Business Intelligence (BI) and System Integration/Systems Development

• Industries: Telecommunications, Financial Services, Healthcare and Retail industries

• Mission: Provide exceptional value and return on our Clients Information Technology investments.

Thoughtcorp BI AssessmentBusiness Intelligence (BI) is about making informed decisions, faster. Today it is more important than ever to be responsive to business drivers such as changing market forces, consumer behavior, and the competitive landscape. The advantage of a BI solution from Microsoft? Leverages your investments in existing technologies, such as Microsoft® Office Excel®, Office Outlook®, and Office SharePoint® Server . Familiar to your staff. Easy to use. Integrated. Interoperable. And all part of Microsoft's ongoing commitment to provide the best and most cost-effective BI solutions.

Request a free Thoughtcorp BI Roadmap AssessmentWant to know what the best BI solution is for you -- or whether your current BI strategy is still optimal? You may be qualified for our one day custom workshop that will help you define or assess your organization's own BI roadmap. This four-step process includes: • STEP 1 | DEFINE - What are the real drivers of value in your organization?• STEP 2 | ALIGN - How do executive requirements align with organizational execution?• STEP 3 | LINK - How should your BI strategy link to operational objectives?• STEP 4 | STANDARDIZE - What should the definitions, rules, and calculations be? The direct result of the workshop: a customized document that outlines a formal BI recommendation for your organization—your roadmap to help drive business performance.

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Additional Resources• SharePoint 2010 Site

• http://sharepoint.microsoft.com/en-us/Pages/default.aspx • Microsoft BI Site

• http://www.microsoft.com/BI/ • Microsoft BI Blog

• http://blogs.msdn.com/b/bi/

Related Sessions• DAT274 – A Lap Around Microsoft BI (Part 1): Oct

25, 10:30am• DAT275 – A Lap Around Microsoft BI (Part 2): Oct

25, 1:00pm• DAT297 – New Business Intelligence Functionality

in SQL Server 2012: Oct 26, 10:30am• DATILL 301 – Base Metal Business Intelligence:

Oct 25, 2:45pm

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