sharepoint and business intelligence: understanding the microsoft bi portal capabilities

SharePoint & Business Intelligence:Understanding the Microsoft BI Portal Capabilities

About Perficient

Perficient is a leading information technology consulting firm serving clients

throughout North America.

We help clients implement business-driven technology solutions that integrate

business processes, improve worker productivity, increase customer loyalty and

create a more agile enterprise to better respond to new business opportunities.

Perficient Profile

Founded in 1997

Public, NASDAQ: PRFT

2011 Revenue of $260 million

Major market locations throughout North America— Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland,

Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New Orleans, Philadelphia, San Francisco, San Jose, Southern California, St. Louis and Toronto

Global delivery centers in China, Europe and India

2,000+ colleagues

Dedicated solution practices

87% repeat business rate

Alliance partnerships with major technology vendors

Multiple vendor/industry technology and growth awards 3

Perficient brings deep solutions expertise and offers a complete set of flexible services to help clients implement business-driven IT solutions

Our Solutions Expertise & Services

Business-Driven Solutions• Enterprise Portals• SOA and Business Process Mgmt• Business Intelligence• User-Centered Custom Applications• Interactive Design• CRM Solutions• Enterprise Performance Management• Customer Self-Service• eCommerce & Product Information Management• Enterprise Content Management• Enterprise Resource Planning• Management Consulting• Industry-Specific Solutions• Mobile Technology• Security Assessments

Perficient Services End-to-End Solution Delivery IT Strategic Consulting IT Architecture Planning Business Process & Workflow Consulting Usability and UI Consulting Custom Application Development Offshore Development Package Selection, Implementation and

Integration Architecture & Application Migrations Education Interactive Design

Our SharePoint Expertise is #1

SharePoint is HOT!Perficient is one of the strongest, largest, most trusted SharePoint partners in the United States.

400+ professionals in the SharePoint practice area Leader in cloud-based SharePoint Online implementations 500+ SharePoint projects One of 20 companies worldwide on Microsoft Partner Advisory Council for

SharePoint Hired by Microsoft to build SharePoint 2010 demo for Microsoft Technology

Centers (MTC) Early access to software and training via Product Group relationships Defined competencies in infrastructure, development, design, and strategy Strong partnerships with Nintex, NewsGator, AvePoint, Telligent, Metalogix, and

Yammer

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Introductions

Business Intelligence – What Are the Goals

Assumptions for Today’s Webinar & Summary of the Problem Space

BI Aspects of SharePoint & Complete Microsoft BI Offering

SharePoint BI Chalk Talk: Users & Informational Needs

SharePoint BI Chalk Talk: Which Technologies Best Service These Users & Needs

Demonstrations

How does Search fit in to BI

Common BI Challenges

Next Steps

What Will We Cover

Business Intelligence: What Are Some of the Common Goals

Flexible Information

• Data is centralized and clean

• Reporting is simple against this source

• Business-facing query tools allow users to self-serve reporting

• Fast turnaround for new report development when required

Reliable Data

• Data warehouse becomes “single source of the truth”

• Different reports showing the same data will match

• Users and managers can trust the numbers

Well Delivered

• Business data pushed to managers and execs through dashboards and portals

• Timely and appropriate reports are delivered to business users via email subscriptions or on-demand through the portal

• Business analysis enabled through analytical tools for deeper custom analysis

Today’s Primary Focus Area

Our Assumptions for Today’s Presentation

• You are attempting to get timely information in front of the right people.• You understand that there are many formats that can be used to display

data.• You want to understand more about how do to bring it all together.

Getting the Right Information to the Right People is a Challenge

• You understand the core aspects of BI and its business value. Today is not a presentation or overview of all aspects of BI.

• You have data in a centralized reporting repository of some sort.

You Have a Business Intelligence Foundation

• SharePoint can be leveraged as a comprehensive information platform for the enterprise, including BI, which is where we are focusing for today.

• Today’s topics apply to the SharePoint 2007 or 2010 platforms.• Today is not a presentation or overview of the complete, end-to-end

SharePoint platform capability set.

You Have or Are Considering SharePoint as a Platform

Business Intelligence: Summary of the Problem Space

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Microsoft BI Tools We Will Be Focusing On Today

Excel Excel Services Reporting Services

Reporting Services Report Builder PerformancePoint

Also:• Enterprise Search• FAST

Microsoft BI Tools Not Covered In Depth Today

PowerPivot / PowerPivot Services

Access / Access Services

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What are the BI Aspects of SharePoint

Intranet, Extranet, & Internet Sites Collaboration & Productivity Solutions On-premise, Cloud-based, & Hybrid Models Cross Browser, Offline, Mobile, MS Office Integration

Sites

Search

ContentInsights

CommunitiesComposites

Websites & Portals

Program & Project Management Custom Business Application

Development Read / Write Integration w/ Line

of Business (LOB) data Visual Studio Support Data Exposed Through Web

Services & APIs

Enterprise Search

Communities, My Sites, Blogs & Wikis Tagging, Tag Clouds, Ratings, Activity

Feeds, Social Bookmarking Profiles & Expertise Organizational Browsers

Social Networking

Web & Enterprise Content

Web Content Management Enterprise Document, Records,

Audio/Video Management Workflows & Routing, Metadata

Taxonomies and Folksonomies Document Imaging & Capture

Business Applications

Business Insight & Analysis Dashboards & Scorecards BI Reports Incorporation of LOB Data from

Data Warehouse Web Analytics PowerPivot, Excel Services, Visio

Services

Search Structured & Unstructured Content Search Content w/in SharePoint, File Shares, Websites,

Email Folders, Databases, LOB Systems (FAST Search) Social Relevance & Phonetic Search

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What is the Complete Microsoft BI Offering

BI PLATFORM (RDBMS, ETL, OLAP, Reporting)

Mainframe/ Departmental Systems

DELIVERY

END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONSMicrosoft Office

(Excel, PowerPivot)PerformancePoint Services for

SharePoint

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A Few Terms We Will Use Today with Definitions

• “Fixed” displays• Often have parameters or filters• Can support fixed “drill-down” to detailed data• Usually created by a technical resource

Static:

• Malleable displays• Provide a starting point for analysis• Support “digging” into layers of data• “Slice and Dice”• Usually created by a technical resource

Dynamic:

• Static or Dynamic• Created by business resources• Created as needed

Ad-Hoc:

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A Few Terms We Will Use Today with Definitions

• Key Performance Indicator• A high-level metric (formula)• Usually has a stoplight indicator or a gauge• Includes a: 1) goal 2) status 3) trend 4) value

KPI:

• Any grouping of related charts, graphs, grids, maps, or other displays on a single surface

• Usually designed to provide “at a glance” awareness of the status of some business process

Dashboard:

• Can refer to any logical grouping of KPIs• Derives from the “Balanced Scorecard” business

measurement concept• Balanced scorecards organize KPIs among 4 perspectives:

Financial, Customer, Internal Processes, Resources

Scorecard:

SharePoint BI Chalk TalkInfoConsumers

PowerUsers

Managers/Decision Makers

BusinessAnalysts

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PowerUsers


BusinessAnalysts

• Static Reports

• Static Charts/Graphs

• Preconfigured Spreadsheets

• KPIs

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PowerUsers


BusinessAnalysts

• Static Reports



• KPIs

• Ad-hoc Reports

• Ad-hoc Charts/Graphs

• Ad-hoc Spreadsheets

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PowerUsers


BusinessAnalysts

• Static Reports



• KPIs

• Ad-hoc Reports



TACTICAL

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PowerUsers


BusinessAnalysts

• Static Reports



• KPIs

• Ad-hoc Reports



• Static Dashboards

• Advanced Visualizations

• Scorecards

TACTICAL

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PowerUsers


BusinessAnalysts

• Static Reports



• KPIs

• Ad-hoc Reports





• Scorecards

• Dynamic Dashboards

• Dynamic Reports

• Dynamic Charts/Graphs

TACTICAL

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PowerUsers


BusinessAnalysts

• Static Reports



• KPIs

• Ad-hoc Reports





• Scorecards


• Dynamic Reports


TACTICAL STRATEGIC

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PowerUsers


BusinessAnalysts

• Static Reports



• KPIs

• Ad-hoc Reports





• Scorecards


• Dynamic Reports


TACTICAL STRATEGIC

CLARITY

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SharePoint BI Chalk TalkSharePoint/Microsoft

BI Tools

PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder

SharePoint BI Components

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BI ToolsInformationApplications

PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder


Static Reports

Static Charts/Graphs

Static Spreadsheets

Static Dashboards

Scorecards

Ad-hoc Reports

Ad-hoc Charts/Graphs

Ad-hoc Spreadsheets

Dynamic Reports

Dynamic Charts/Graphs

Dynamic Dashboards/Advanced Visualizations

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PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder


STATIC REPORTS


Static Spreadsheets

Static Dashboards

Scorecards

Ad-hoc Reports


Ad-hoc Spreadsheets

Dynamic Reports



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PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder


Static Reports

STATIC CHARTS/GRAPHS

Static Spreadsheets

Static Dashboards

Scorecards

Ad-hoc Reports


Ad-hoc Spreadsheets

Dynamic Reports



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PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder


Static Reports


STATIC SPREADSHEETS

Static Dashboards

Scorecards

Ad-hoc Reports


Ad-hoc Spreadsheets

Dynamic Reports



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PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder


Static Reports


Static Spreadsheets

STATIC DASHBOARDS

Scorecards

Ad-hoc Reports


Ad-hoc Spreadsheets

Dynamic Reports



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PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder


Static Reports


Static Spreadsheets

Static Dashboards

SCORECARDS

Ad-hoc Reports


Ad-hoc Spreadsheets

Dynamic Reports



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PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder


Static Reports


Static Spreadsheets

Static Dashboards

Scorecards

AD-HOC REPORTS


Ad-hoc Spreadsheets

Dynamic Reports



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PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder


Static Reports


Static Spreadsheets

Static Dashboards

Scorecards

Ad-hoc Reports

AD-HOC CHARTS/GRAPHS

Ad-hoc Spreadsheets

Dynamic Reports



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PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder


Static Reports


Static Spreadsheets

Static Dashboards

Scorecards

Ad-hoc Reports


AD-HOC SPREADSHEETS

Dynamic Reports



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PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder


Static Reports


Static Spreadsheets

Static Dashboards

Scorecards

Ad-hoc Reports


Ad-hoc Spreadsheets

DYNAMIC REPORTS



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PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder


Static Reports


Static Spreadsheets

Static Dashboards

Scorecards

Ad-hoc Reports


Ad-hoc Spreadsheets

Dynamic Reports

DYNAMIC CHARTS/GRAPHS


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PerformancePoint

Reporting Services

Excel Services

Excel

Report Builder


Static Reports


Static Spreadsheets

Static Dashboards

Scorecards

Ad-hoc Reports


Ad-hoc Spreadsheets

Dynamic Reports


DYNAMIC DASHBOARDS/ADVANCED VISUALIZATIONS

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How MSFT Technology Aligns to Support the BI Problem Space

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Microsoft BI Tools:• PerformancePoint Services• Reporting Services• Excel & Excel Services • Report Builder• SharePoint BI Components

Demo

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Search and BI

How does Search fit in to BI? Q: What is being indexed? For what are we searching? A: “BI artifacts,” not “BI data.”

“BI artifacts” refers to documents, web pages, and web parts stored by or visible to SharePoint:

reports, dashboards, KPIs, spreadsheets (Excel Services), databases (Access Services), data visualization diagrams (Visio Services), plus non-Microsoft dashboards and reports

Once BI artifacts have been published in SharePoint, e.g. in a Report Center library, they can be indexed by the SharePoint search engine and made available in search results

Two kinds of search opportunities: Pull – users find BI artifacts when they are actively looking for them

Push – the SharePoint application suggests or dynamically exposes BI artifacts

*BI artifacts published purely as web parts exposed in the Web Part Gallery appear to be a bit less search friendly, but there are techniques for adding search accessibility to web parts.

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“Pull” Style Search

• Extend content types with metadata properties to classify and sort BI artifacts

• Metadata exposed as managed properties can be used in queries and as facets in search results

• Use custom search forms, audience targeting, and search scopes to optimize results

“Push” Style Search

• 3 API options for .NET code: Keyword Syntax (SP + FAST), SQL (SP only), FQL (FAST only)

• Federated Search Object Model Supports integrating results from multiple search providers

• Surface search results dynamically into the UI, targeted for the user

Search and BI

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SharePoint Search Technology

All editions of SharePoint 2010 include a powerful, configurable, and programmable search engine.

Certain advanced features, like search result facets derived from metadata properties, require the Enterprise edition.

Microsoft also offers the FAST search product as a SharePoint 2010 add-on, which adds an even more powerful search engine.

FAST search is not required to achieve any of the benefits described on the previous slides related to BI artifacts.

What FAST search adds is the opportunity for a different kind of “business intelligence,” where useful information is derived from mountains of unstructured text instead of being derived from structured data that is primarily numeric in nature.

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BI: What Are Some of the Challenges?

Data Centralization

• Data from must be cleaned & conformed

• Some data must be refreshed often in the data warehouse

• History needs to be captured and stored, even when erased from source systems

Information Distribution

• Most BI tools like to use Active Directory authentication

• A good system must be designed to meet future business requirements

Driving Change

• While more efficient, BI presents a change in the way people work

• Plain numbers can paint a painfully true picture

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