exposing business intelligence with share point 2010

8/2/2019 Exposing Business Intelligence With Share Point 2010

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ExposingBusinessIntelligencewithSharePoint2010

Ricky Chan

Partner Technical Consultant

Customer Services and Support, APGC



Agenda

Business Intelligence (BI) Primer

BI Tools in SharePoint 2010

Visio Services

Excel Services

PerformancePoint Services



BusinessIntelligencePrimer

What is Business Intelligence?• Analytics• OLAP• DataMining• Benchmarking

• Reporting

What information do decision makers need in order tomake effective business critical decisions?



MicrosoftSharePoint2010Thebusinesscollaborationplatformfortheenterpriseandtheweb



MicrosoftBusinessIntelligence

BusinessUserExperience

DataInfrastructureandBIPlatformAnalysisServices

ReportingServices

IntegrationServices

MasterDataServices

DataMining

DataWarehousing

BusinessCollaborationPlatformDashboards&ScorecardsExcelServices

Webbasedforms&workflow

Collaboration

Search

ContentManagement

LOBdataintegration

FamiliarUserExperienceSelf-Serviceaccess&insight

Dataexploration&analysis

Predictiveanalysis

Datavisualization

Contextualvisualization

BusinessCollaborationPlatform

DataInfrastructure&BIPlatform



SQLServer2008R2ReportingServices&PowerPivot

Reporting services• DoesnotshipwithSharePoint2010

– ReportingServicesWebPartscanbeinstalledasadd-ontoSharePoint• UsedtocreateprofessionalreportsforBIapps

– Includesreportsbuilderformodifyingreports

PowerPivot

• Usedeitherforclientorserversideexcelfiles• Makesitpossibletoworkwithanextremelylargescaleofdatafrommultiple,heterogeneousdatasourcesatonetime



BICenterSiteTemplate

Evolution of the Reporting Center template• PredefinedlistsforPPS,ExcelServices• StartingpointforBI

BI functionalities can be also used in other sites as well



SharePoint2010BIWebParts

Simple web parts that provide visualization• Quicksummaryofdata• Canaccessmultipledatasources

OtherWebPartsListsandExternalListsExcelServices

FixedValuesListsandExternalListsExcelServicesSQLAnalysisServices



DEMOChartWebPart&StatusIndicators



VisioServicesKeyFeatures

ShareDiagramsinSharePoint• VisualizeyourbusinessintelligencewithVisiodiagrams

• DiagramscanbeviewedwithouthavingVisioclientinstalled

• FullFidelityrenderingwithSilverlight,orPNG

ConnectDiagramstoData• Usedatagraphicstobuildfrontendsforyourreal-timebusinessintelligencesolutions

• DiagramscanbeconnectedtovariousDatasources

BuildDashboards

• UseWebPartConnectionstointegratewithotherSharePointwebparts

• UsetheMashupAPItofullycustomizeyourdashboardsandmanipulatedata



VisioServices,AtaGlance“Data-DrivenDiagramsinSharePoint”

1 hour later… TopFeatures:DiagramsallliveinSharePointDiagramsviewableinthebrowser

Diagramscreatedonceonly

Diagramscontainingdatagraphicsarerefreshable

Diagramsgivedatacontextandimproveinsightsintothestateofasystem



VisioServicesfeatures

Rendering• Browser-agnostic• FullFidelityrenderingusing• Down-levelexperienceinPNG

Visual Refresh of Data Diagrams

• Refreshdataconnecteddiagramsto:

• SupportsKerberos,SSO&UnattendedAuth.• Automaticrefresh



VisioServicesJavaScriptObjectModel

• Enablesdiagramstoparticipateinmash-upapplications.

CustomDataProviders

• Enablesrefreshfromnon-nativedatasources.

CustomDataGraphics

• Enablestherefreshofnon-nativedatagraphicshapes.

Webpartconnections

• ConsumeandprovideinformationbetweenVisioservicesandwebparts

VisioServicesextensibility



DEMOVisioServices



WhatisExcelServices?

Real-time, interactive, end-user BI reporting tool• DisplaysallortargetedelementsofExcelworkbooksthroughthebrowser

• ExtendsExcelcapabilitiessuchasexternaldataconnectivityandExcelbasedmodelingtothebrowser

Application Development platform for building data-centricapplications

• AutomateworkbooksviaWebServicesAPI• ProvidehighlyinteractiveapplicationviaJSOM• EasilydistributeExcelcontentviaREST



ExternalDataSources

ExcelServicesArchitecture

RESTAPIExcelWebServices

ExcelWebAccess

JSOM

SharePointContentDatabaseXLSX/b/m

User-DefinedFunctions ExcelCalculationService

ExcelProxy



ExposingExcelContent

Excel Web Access (EWA) Web part• Displaysentireworkbook,specificsheets,orspecificitems

*”Publish”allowscontentownerfinecontroloverwhatgetsdisplayed

Programmatically

• RESTServices• WebServices• JavaScriptObjectModel• Server-basedUserDefinedFunctions



ExcelWorkbooksintheBrowser

Provides a browser based view of ExcelAllows interaction within the Excel Workbook

• Expand/collapsePivotTable,Sorting,Filtering,Parameters

EWA integration with SharePoint filters enable

Excel based dashboards

Excel Web App



LeveragingExistingExcelSolutions

Share existing Excel applications, analysis, and models bypublishing to SharePoint



Programmability

Web Services (updated for 2010): Increase Developers

ability to automate & manipulate Excel work books• Newmethodstosupportsdiscovery&retrievalofmoreworkbookobjects• Abilityforawebservicebasedapplicationtoparticipateinacollaborativeeditingsession.

JavaScript OM (New for 2010): Enable new applicationscenarios for professional developer

• EnableDevtocatchandreacttouser’sactionsw/inadisplayedweb• Projectworkbookdataviamashup

REST (New for 2010):

• No-CodeaccesstoExcelworkbookcontent• Enables“live”projectionofExcelcontent

Server based User Defined Functions



ExcelWebServices

Expanded and enhanced from previous versionsSupports editing and saving workbookprogramatically

Can be used to:• Automateworkbookleveloperations• LeverageexistingExcelmodels• Provideeasilymaintainablecalculationengineforbusinessapplications



ExcelRESTAPI

Exposes Excel content via simple URL• Accesscharts,tables,PivotTablesorranges• Returnedformatsinclude:image,html,andxml(atom)Enables end users to:

•

Embeddynamicdataandchartswhere-everaURLcanbeevaluated(webpage,officeapps,etc.)• CreatemashupsbyusingsimplereferencestoExcelcontent• <advanced>leverageexistingExcelmodelsbypassinginvaluesviatheURL,andretrievingresultsaspartofthesame

URL.No need to write/deploy custom code

SharePoint security enforced



http://server/_vti_bin /ExcelRest.aspx/Shared%20Documents/File.xlsx/Model/Ranges(‘Sheet!A1’)

Handler–theASPXthathandlesallExcelServicesRESTrequests

NameofthefileasyouwouldaccessitinSharePoint

Pathinsidetheworkbook.

ResourceNameAllowsaccessto…

/Model Theworkbook(thebinaryortheavailablefeeds)

/Model/Ranges Listofnamedrangesinaworkbook(someofthem)

/Model/Ranges(‘RangeName’) Specificrange.

/Model/Charts Listofcharts

/Model/Charts(‘ChartName’) SpecificChart

/Model/Tables Listoftables(Lists)

/Model/Tables(‘TableName’) Specifictable

/Model/PivotTables ListofPivotTables

/Model/PivotTables(‘PivotName’) SpecificPivotTable

RESTSyntax



JavaScriptObjectModel(JSOM)

Add JavaScript code on a Web Part pageto programmatically interact with ExcelWeb Access Web Parts

Functionality includes

• JSOMeventsthatareraisedwhenuserseditacell,changetheactiveselectionoractivecell,andwhentheworkbookhasfinishedrendering

• UseJSOMtoset/getvaluesandtodrivetheUI(scrolltoarange,switchbetweennameditemsorsheets)



DEMOExcelServices



PerformancePointServices

Context-driven dashboards across systems• Providestransparencyandaccountability• Interactiveaccessusingbrowser• Canbecreated/updatedbypower-users/professionals



WhatareDashboards?

Visual displays of information needed to achieve one ormore objectives*

Single-Screen display of information to keep in touch with…

Should answer fundamental questions

Alert the user to issues or problemsOperational, Performance, Personal



WhatareScorecards?

Elements of a dashboardAlign strategies and organizational goals

Measure and manage Key Performance Indicators

(KPI)Modeled after the business, not the data



DesigningPPSApplications

Dashboard designer used to create content• ClickOnceapplicationlaunchedfrombrowser• ManagescontentdirectlyinSharePoint

– Listsforcontent,datasources,dashboards



AggregatingDataSources

Data access is managed with Data Sources• Dataisaccessiblefrommultiplesources

– AnalysisServices,SQLServer,ExcelServices,PowerPivotandSharePointlists

• Accessedwithserviceaccountorcurrentuser•

StoredinlistasanXMLfile(*.ppsdc)



PPSContentintheBrowser

Business users view content in the browser• StoredasWebPartpages• WebPartconnectionsusedtorelatecontent

– Ex.Itemchoiceinascorecardupdatesreports



VisualDataExploration

Decomposition trees allow data exploration• NewinSharePoint2010• Availablebyrightclickingdatainbrowser

– Analyze->DecompositionTree

• Allowsfiltering\expandingacrossdimensions• Allowsfasterandmorerelevantvisualizationofdata



DevelopmentScenarios

Create Report, Filter, and Tabular Data Source Extensions• Reportextensions,Filterextensions,datasourceextension,editorcustomizations

Create Scorecard Transforms

• Changetheappearance,contents,orfunctionalityofscorecards



DEMO

PerformancePointServices



Summary

Business Intelligence (BI) PrimerBI Tools in SharePoint 2010

Visio Services

Excel Services

PerformancePoint Services



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