data visualization made easier in sharepoint 2010

K2 Confidential WWW.K2.COM

PRESENTED BY:

Data Visualization in SharePoint 2010

with Visio Services and Excel

PowerPivot

May 18, 2012

JASON TRENT

TECHNICAL SPECIALIST

E:

:

[email protected]

SOONERTRENT

K2 Confidential WWW.K2.COMK2 Confidential WWW.K2.COM


• Data Visualization options in SharePoint 2010?

• Visio Services

• What is Visio Services after all?

• What data sources can be used?

• Example of building and use cases of a Visio Services diagram

• SQL Server PowerPivot for Excel/SharePoint

• What is PowerPivot?

• What data sources can be used?

• Example of building, deploying and managing a PowerPivot workbook

AGENDA


TRADITIONAL DATA VISUALIZATION OPTIONS IN SHAREPOINT 2010

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Audience Tooling

Visio Services Business User Visio 2010

SQL Server PowerPivot Business User Excel 2010

Excel Services Business User (with

assistance from IT)

Excel 2007/2010

SQL Server Reporting

Services

SQL Developer (with

assistance from

Business)

SQL Server Reporting

Services/Report Builder

PerformancePoint

Services

BI Developer SQL Server Analysis

Services/

PerformancePoint


Visio Services for SharePoint


Basically, Visio Services is a way to:

• View Visio diagrams in the browser without having

Visio installed locally

• Refresh data-driven diagrams in the browser

• Integrate Visio diagrams into SharePoint

VISIO SERVICES IN SHAREPOINT 2010 – WHAT IS VISIO SERVICES ANYWAY?


VISIO SERVICES IN SHAREPOINT 2010 – WHAT IS VISIO SERVICES ANYWAY?


View Visio diagrams in the browser without having Visio

installed locally – meaning:• on any browser (IE, Firefox, Chrome, Safari, etc.)

• on any platform

• all within SharePoint

• and without leaving the browser

• from diagrams stored in SharePoint

VISIO SERVICES IN SHAREPOINT 2010 – VIEWING VISIO DIAGRAMS IN THE BROWSER


Refresh data-driven diagrams in the browser – meaning

that data from external sources can be automagically

refreshed within a browser based Visio diagram

Supported Visio data sources:• SQL Server (7.0 to 2008 R2)

• Excel Services Workbooks

• SharePoint Lists

• OLE DB or ODBC connections

• Custom Data Providers

VISIO SERVICES IN SHAREPOINT 2010 – UTILIZING DATA WITHIN DIAGRAMS


VISIO SERVICES IN SHAREPOINT 2010 – UTILIZING DATA WITHIN DIAGRAMS

• Within each Visio Diagram, 2 properties are managed:

• How to access the data

• Data Provider to facilitate the data access

• Data Refresh Frequency is managed either within the Visio Web

Drawing web part and/or at the Farm Level within Central Admin

• Data displayed within Visio Web drawings are CACHED – the lower

the cache level the more automatic data refreshes are applied (and

more real time) but also the higher the resource load

• While the Visio Diagram will be backed up within a normal SharePoint

backup strategy, any data external to SharePoint may not


Integrate Visio diagrams into SharePoint – meaning that

once a Visio diagram is built it can be deployed into

SharePoint and configured for display

VISIO SERVICES IN SHAREPOINT 2010 – INTEGRATING INTO SHAREPOINT 2010

PNG

XAML

VDW


QUICK DEMONSTRATION

BUILDING VISIO SERVICES DIAGRAM


VISIO SERVICES IN SHAREPOINT 2010 – INTEGRATING INTO SHAREPOINT 2010

Integration Point Description “Built” By

Visio Web Access Web Part Point Web Access web

part to a Visio diagram

in a SharePoint

Document Library,

configure and go

Average SharePoint User

Web Part Connections Configure other web

parts in a SharePoint

page to manipulate

Visio Web Access web

part

Average SharePoint User

Visio Services Mash-up API Enable rich interactivity

on by manipulating the

different Visio web

diagram objects

programmatically via

JavaScript

SharePoint Developer

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Visio Services is a SharePoint Service Application and, as such, can be managed, configured and secured:

• Some limits:

• 50mb file size for Visio Web drawings

• 120 seconds for Visio Web drawing re-calculation

• 34560 minutes (24 days) for a Visio Web drawing to be held in cache (default is 5 minutes)

• A few things to keep in mind for securing to Visio Web drawings that are connected to data sources:

• If connecting to a SharePoint list, the consumer must have access to both the document library storing the VWD file as well as the SharePoint List

• If connecting to a SQL data source, the diagram can utilize the following connection options:

• Integrated Windows authentication

• Secure Store Service

• Service Account

VISIO SERVICES – MANAGEMENT WITHIN SHAREPOINT


VISIO SERVICES IN SHAREPOINT 2010 – SOLUTION COMPLEXITY

Solution Complexity HiLo

Publishing Visio

Services diagrams to

be consumed in

SharePoint

Creating Visio Services

“mashups” with other

data sources to create

BI dashboards

Connecting to external

data sources using

Custom Data Providers

within Visio Services

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• Custom Data Provider is a way to access data that is not provided by default

• Requires development of custom .NET Assembly that implements the Visio Services Data Provider

Interface (Microsoft.Office.Visio.Server.AddonDataHandler)

• Once created/implemented – this assembly needs to be deployed into the GAC on the SharePoint

box(es)

• The Custom Data Provider is added/configured within Central Admin (Central Admin > Manage

Visio Graphics Service > Trusted Data Providers)

VISIO SERVICES – WORKING WITH CUSTOM DATA PROVIDERS


VISIO SERVICES IN SHAREPOINT 2010 – REQUIREMENTS

Requirements

Building Visio Services diagrams Microsoft Visio Professional/Premium

2010

Hosting Visio Services diagrams Microsoft SharePoint 2010 Enterprise

Viewing Visio Services diagrams Microsoft Silverlight (and Silverlight

capable browser)

(* Static PNG is available when

Silverlight is not)


QUESTIONS?


SQL Server PowerPivot for Excel/SharePoint


• Basically, PowerPivot is an add-in for Excel 2010 that allows Information Workers the ability to perform data analysis with large datasets within Excel

• Has advanced in-memory data analytics capability to compress massive data sets for use (100M rows)

• Enables users to deploy analysis assets straight into SharePoint

• PowerPivot Management Dashboard provides SharePoint Admins a way to manage PowerPivot charts within Central Admin

SQL SERVER POWERPIVOT FOR EXCEL/SHAREPOINT – WHAT IS IT ANYWAY?


• Non-traditional BI Users can now:

• Work with large and varied data sets in tooling they

understand

• Create self-service ad-hoc BI “solutions” and share

across the enterprise

• Solve problems not currently/traditionally

supported by IT

• Start RAD lifecycle around BI that can ultimately be

transitioned to IT

SQL SERVER POWERPIVOT FOR EXCEL/SHAREPOINT – WHAT DOES THAT REALLY MEAN THOUGH?


SQL SERVER POWERPIVOT FOR EXCEL/SHAREPOINT – PRACTICAL EXAMPLE

Source: UnderstandingTheUSDebt.com


Supported PowerPivot data sources:• Microsoft SQL Server (2005 to 2008 R2)

• Microsoft SQL Azure

• Microsoft SQL Server Analysis Services Cubes

• Microsoft SQL Server Reporting Services Reports

• Microsoft Office Access

• Microsoft Excel workbooks

• Other PowerPivot workbooks

• Data Feeds (ATOM)

• Non MS relational data sources (Oracle, Teradata, Sybase, Informaix, IBM

DB2)

• Text

SQL SERVER POWERPIVOT FOR EXCEL/SHAREPOINT – DATA SOURCES


SQL SERVER POWERPIVOT FOR EXCEL/SHAREPOINT – HOW DOES IT WORK?

SQL Server PowerPivot for Excel

VertiPaq Data Compression and Processing/SSAS Formula Engine

SQL Server PowerPivot for SharePoint 2010

PowerPivot Engine

SQL Server PowerPivot for Excel

VertiPaq Data Compression and Processing/SSAS Formula Engine

SQL Server PowerPivot for SharePoint 2010

SSAS


QUICK DEMONSTRATION

BUILDING POWERPIVOT WORKBOOK


• Once a PowerPivot workbook has been built it can be published into SharePoint 2010

• SharePoint Integration Features:

• Content Storage & Document Management – native SharePoint document

management policies/features

• Excel Services Integration – Excel Services powers the rendering of Excel workbook

that contain PowerPivot data

• PowerPivot Gallery - Rich preview and document access is provided through a

PowerPivot Gallery library that includes accurate thumbnail images of the

worksheets or named ranges in a published PowerPivot workbook

• PowerPivot Management Dashboard – Consolidate management and reporting

capabilities hosted within Central Admin

• PowerPivot Data Refresh – While data is initially stored within the workbook, users

can schedule data refreshes from underlying data sources

SQL SERVER POWERPIVOT FOR EXCEL/SHAREPOINT – MANAGING IN SHAREPOINT


QUICK DEMONSTRATION

MANAGING IN SHAREPOINT


• From within Excel, a workbook with PowerPivot data can be manually

refreshed

• From within SharePoint, the data refresh is managed a bit differently:

• The entire process is managed by the following SharePoint

components:

SQL SERVER POWERPIVOT FOR EXCEL/SHAREPOINT – MANAGING DATA REFRESH

• SharePoint PowerPivot Data Refresh

Timer Job

• PowerPivot Service Application

• SQL Server Analysis Services service

Timer Job

PowerPivot

Service App

Analysis

Service

Analysis

Services

Service


• Configuration for the data refresh of a given PowerPivot workbook is managed

within a PowerPivot Gallery

• Workbook owners have the ability to configure:

• Schedule Details – Configures the period (Daily, Weekly, etc.)

• Earliest Start Time – Configures specific start time

• Failure Notifications – Who to notify if/when a refresh error occurs

• Credentials – Which credentials to use when executing the refresh

• Data Sources – Which Data Sources within the Workbook to refresh

SQL SERVER POWERPIVOT FOR EXCEL/SHAREPOINT – MANAGING DATA REFRESH


SQL SERVER POWERPIVOT IN SHAREPOINT 2010 – REQUIREMENTS

Requirements

Building PowerPivot books Microsoft Excel 2010 + PowerPivot

Add In

Hosting PowerPivot Graphs Microsoft SharePoint 2010 Enterprise

Viewing PowerPivot Graphs Utilizing Excel Services (IE 7+, Firefox

3.5 +, other browsers with limited

functionality)


VISIO SERVICES IN SHAREPOINT 2010 – COMPONENTS

PowerPivot component Purpose Placement

PowerPivot System Service

and Analysis Services

service

Queries and manages

PowerPivot data in Excel

workbooks.

Runs on an application server,

as a shared service application

and Windows service,

respectively.

PowerPivot Web service Intercepts and directs HTTP

requests to PowerPivot

servers in the farm.

Runs on a web front end

server in a SharePoint farm.

PowerPivot service

application

A configured instance of a

PowerPivot System Service.

Runs on application servers

when a request for

PowerPivot data is received.

PowerPivot application

database

Stores internal data used only

by the application in a SQL

Server database.

Hosted on a database server

used by the farm.

PowerPivot content and

libraries

PowerPivot content includes

Excel workbooks that contain

embedded PowerPivot data.

Stored in content databases in

a database server.

Source: MSDN


QUESTIONS?

data visualization made easier in sharepoint 2010

Technology

sharepoint visio services

visio data sources

visio services management

visio web drawings

visio web drawing web

viewing visio diagrams

data data provider

browser view visio diagrams