fcspug - sharepoint business intelligence and data visualization - see beyond the numbers
DESCRIPTION
Slides from Chris McNulty's presentation at the Fairfield County (CT) SPUG in August 2011.TRANSCRIPT
Fairfield CT SharePoint User Group
August 2011Chris McNulty
See Beyond the Numbers:Data Visualization in SharePoint 2010
• Founded 1995– 29 employees– 4 partners, including 2 co-founders
• Principal lines of business:• Professional Services
– SharePoint Consulting– SharePoint Managed Services– Custom Application Development
• Software Product– Mekko Graphics advanced charting
software
• Roots in academia (MIT, Harvard, BU)
About KMA
Chris McNulty• KMA SharePoint Practice Lead/Manager• Working with SharePoint technologies since
2000/2001• 20 years consulting and financial services
technology (Santander, John Hancock, GMO, State Street)
• MBA in Investment Management from Boston College Carroll School of Management
• Write and speak often on Microsoft IW technologies (blogs & books)
• Microsoft MCSE/MCTS/MSA/MVTSP• Hiking, cooking, playing guitar, colonial
history, photography• My family: Hayley, three kids (16, 7, 4) and
my dog Stan
I live outside Boston…
But I LOVE Connecticut…
• Goals, Terms & Surrounding Technology• Complexity Levels of These Solutions• Technology Overview and Demos
– Simple List and Chart– Excel Services– Power Pivot– Pivot– BCS & SQL Server Reporting Services (SSRS)– Performance Point 2010– Mapping
• Summary• Resources• Question and Answer Period• Contact Information
Agenda
Goals for BI Design• Answering the known
questions about our business
• Allowing users to self-discover patterns and answers to questions we haven’t yet been asked
The carousel paradox…
• BCS – Business Connectivity Services• SSRS – SQL Server Reporting Services• Cube – a prebuilt matrix of data aggregations,
hosted in SQL Server Analysis Services• Windows Azure DataMarket (fka Project
Dallas) – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)
• Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information
Terms
Complexity Levels of These Solutions
Time
Cost
Chart Web Part
Excel Services• Excel Web
Access• PowerPivot
Enabling technologies• Business
Connectivity Services
• SQL Reporting Services
• Pivot• Azure
DataMarket
Performance Point• Dashboards• Analysis
Services
Custom Solutions• Mapping• Web Parts• Etc.
SharePoint BI Evolution
• Native to SharePoint (Web Part)
• Code-free solution – uses web part and native lists
• Data sources– Other Lists (Site Collection)– BCS/Business Data Catalog– Excel Services
• Standard Types– Bar, Area, Line, Bubble,
Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid
• Typical use - quick visualization of SharePoint data
• Quick tip – use the wizard
SharePoint Charting
DEMO – Chart Web Part
• World’s #1 BI tool• Render data, charts,
interface using native Excel components (e.g. Slicers) without Excel 2010 on all clients
• Data stored in Excel; SharePoint hosts a presentation layer using Excel Services
• Native SharePoint Status Indicators (KPIs) – Can also work with lists
• Use when users are skilled in Excel modeling and charting and data lives in spreadsheets
Excel Services
• “Project Gemini” – host 1-10MM row datasets
• Excel and SharePoint components
• Data doesn’t live in spreadsheet
• Released with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine
PowerPivot
• Like Excel Web Access except underlying data can be sourced from:– SQL, Analysis Services Cube, SSRS Report– Access– Power Pivot/Excel– Data Feeds (XML, Atom, Azure, WCF OData, Dallas)– Oracle, Teradata, Sybase, DB2– ODBC– Text files
• Excel optimized to handle data management and memory cache locally
• SharePoint builds cache and optimizes for server web access• Use when Excel modeling skills are high but data is too large
or too heterogeneous to keep in multiple Excel spreadsheets• Quick tip: www.powerpivotgeeks.net
PowerPivot
DEMO - PowerPivot
• “Interact with massive amounts of data in ways that are powerful, informative, and fun”
• Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web
• Create a “collection”- underlying schema is CXML or Collection XML.
• View in SharePoint via Silverlight viewer• Complexity: Excel tool available • Tip: http://getpivot.com
Pivot
DEMO - Pivot
• Read write access to external data sources in SP2010 (aka Business Data Connectivity)
• Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)
• Config in SharePoint Designer 2010• Republish data to consuming
applications (e.g. Outlook 2010)• Use when key data lives outside
SharePoint direct control – e.g. accounting systems
• Quick tip: Secure Store Service is needed
Business Connectivity Services
• “Code free” integrated solution (with SQL 2008 R2)– (can also use Business
Intelligence Developer Studio)
• SharePoint integrated mode preferred
• Export contents to Excel, Word, etc.
• Reuse in SharePoint and Performance Point Dashboards
• Self service reporting in integrated mode!
• Use when some reports are printed, multipage, etc.
SQL Server Reporting Services (SSRS)
• Dashboard Designer (browser downloadable)
• Integrates Excel Services, SSRS, and Performance Point
• Self service modeling via Decomposition Tree
• Ideal for SSAS but also work with standard data sources (lists, SQL)
• Requires SQL development to build SSAS cubes
• Use when data structures are stable and modeling skills are moderate (dimensions, facts)
• Quick tip: don’t fear SSAS! If you have Project Server you already have cubes
PerformancePoint 2010
DEMO – PerformancePoint
• IDC reports that nearly 80% of business data has a location component
• Make business tools as engaging as what’s on the web
• Use cases: – Customer base / trade areas– Routing and shipping– Targeted marketing– Supply chain & disruption resolution
• Custom Web Part or Self Service SSRS
Mapping
Mapping
DEMO - Mapping
Summary - Engineering
Business Connectivity
Services (BCS)
Secure Store Service
Performance Point
SQL Analysis Services
Reporting Services (SSRS)
Integrated
Excel Services
Secure Store Service
Excel Services
Office Web Apps (OWA)
PowerPivot
SQL 2008 R2 Enterprise
SQL Server Reporting Services (SSRS)
SQL 2008 R2
SharePoint Integrated
(BIDS for Native Mode)
Kerberos [optional]
Pivot
Silverlight
Technology Pros Cons Sample Use Case
SharePoint Lists and Charts
Simple code free solutions Simple data aggregations Users understand how to chart their own data
Excel Services User familiarity Limited to Excel data sources
Users love Excel charts!
PowerPivot Large datasets Requires some Excel 2010 Data is too big for Excel
SQL Reporting Services Commonly used SQL query techniques
Not an end user tool; entry level development skills
Need to print large multipage reports; export to Excel
Performance Point and Analysis Services
Rich scorecard and reporting environments, aggregates other elements like SSRS
Requires more development sophistication
On screen data exploration of prebuilt analyses
Pivot Large datasets, can be built by Excel plugin for the power user or by developer
Image collection time-consuming to build/standardize
Each data item has visual component
Mapping Varying solution levels, user familiarity
Potential licensing complexity
Each data item has location component
Custom solutions More complex solution More effort Mapping!
Summary - Solutions
2010 BI Solutions in SharePoint
Printing or exporting
Visual Navigation
Large Datasets
Small Datasets
Mapping
Pivot
SQL Reporting Services
PerformancePoint
Excel Services
Chart Web Part
PowerPivot
SharePoint list
KPI / Status Indicator
• From Microsoft:– Business Intelligence: http://www.microsoft.com/bi/ – SharePoint 2010 site: http://sharepoint.microsoft.com – SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx – BI Blog: http://blogs.msdn.com/b/bi/
• From KMA (www.kma-llc.net)– Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)– White papers, blogs, presentations, news, and events
• From Me– SharePoint Saturday the Conference Washington DC – August 12/13 (BI, Adoption, IT
Platform, Project Server, MMS)– New Jersey SharePoint User Group September 14 (Business Intelligence)– SharePoint Saturday NH – September 24, 2011 (Business Intelligence)– KMWorld DC October 2011 (IT)
Resources - General
• Bing Developer Center & Bing Maps Customer Gallery:– http://www.microsoft.com/maps/developers/
• Bing Maps Blog:– http://www.bing.com/community/blogs/maps/
• GIM International – online magazine of geomatics:– http://www.gim-international.com/index.php
Resources: Mapping
• Microsoft Live Labs Pivot site– http://www.microsoft.com/silverlight/pivotviewer/
• Viewer control for Silverlight:– http://www.silverlight.net/learn/pivotviewer/
• Pivot Collection Gallery: http://www.getpivot.com/collections/
Resources: Pivot
• Questions?• Evaluations• Contact Me• Prizes!
• Chris McNulty– Email [email protected]– Blog http://blogs.kma-llc.net/microknowledge– Twitter: @cmcnulty2000– LinkedIn:http://www.linkedin.com/in/cmcnulty
Thank you…