tutorial: (additional slides) business intelligence: making the right choices by pete…
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Sunday, March 3 9:00 AM - 5:00 PMTRANSCRIPT
Peter Serzo
SPTECHCON – San Francisco
March 2013
Peter Serzo, MCP, MCSD .Net, MCTS
High Monkey Consulting
Blog: monkeyblog.highmonkey.com
www.highmonkey.com
Twitter: pserzo
Author
Love to read and Love a Good Story
Session Expectations What are the tools
• Security
What we are NOT talking about…
Pastor who skipped Church…
Microsoft Believes People Are Your Company's Greatest Asset
…with software that delivers the scale, agility, and protection required by the enterprise.
Amplify the talent and abilities of everyone in the organization…
The Productivity Challenge
collaboration
content management
innovation
business intelligence
mobility e-mail
enterprise search
instant messaging
cloud computing
portals
governance and compliance
tagging
dashboards
VoIP
workflow
blogs and wikis
voicemail
e-forms
scorecards
extranet
project management
storage team sites
security
scalability
presence
The Productivity Challenge
collaboration
content management
innovation
business intelligence
mobility e-mail
enterprise search
instant messaging
cloud computing
portals
governance and compliance
tagging
dashboards
VoIP
workflow
blogs and wikis
voicemail
e-forms
scorecards
extranet
project management
storage team sites
security
scalability
presence LOTUS IBM
ORACLE
AUTONOMY
CISCO
SAP
COGNOS
SIEBEL GROUPWISE
FILENET
LINUX
OPENTEXT
APACHE
DOCUMENTUM
SALESFORCE.COM
Multiple vendors for multiple products that
run various business processes.
Microsoft’s Vision for Optimizing Productivity
collaboration
content management
innovation
business intelligence
mobility e-mail
enterprise search
instant messaging
cloud computing
portals
governance and compliance
tagging
dashboards
VoIP
workflow
blogs and wikis
voicemail
e-forms
scorecards
extranet
project management
storage team sites
security
scalability
presence LOTUS IBM
ORACLE
AUTONOMY
CISCO
SAP
COGNOS
SIEBEL GROUPWISE
FILENET
LINUX
OPENTEXT
APACHE
DOCUMENTUM
SALESFORCE.COM
On-Premises
Online Service
Analysis Services
Reporting Services
Integration Services
Master Data Services
SharePoint
Collaboration Excel
Workbooks PowerPivot Applications
SharePoint Dashboards & Scorecards
Most widely deployed EIM & BI Platform
Most Broadly adopted Productivity & Collaboration
Tools
Odata Feeds
LOB Apps
BI in the Real World
Microsoft BI Stack (Today)
SQL Server 2008
Collaborate on your spreadsheets
Dashboards
Link Data to Shapes
Excel Technology
Part II – Your Options (the tools)
SQL
Chart WebPart
OOTB KPIs
Reporting Services
Visio Services
PerformancePoint Services
Excel Services
PowerPivot
The Future of BI
MISSION CRITICAL
PLATFORM
DEVELOPER & IT
PRODUCTIVITY
PERVASIVE INSIGHT
Microsoft Confidential—Preliminary Information Subject to Change
Delivering business agility and innovation to gain strategic value out of
your information
SQL Server Integration Services (SSIS)
23
Provides functionality commonly referred to as Extract, Transform,
Load (ETL).
Moves and transforms data between sources and destinations,
regardless of format.
Cleanses data and ensures data integrity.
Integrates heterogeneous data sources.
Business Intelligence Platform
Analysis Services Reporting Services
Integration Services Database Management
SQL 2008 R2
Source: 2007 Microsoft® Office System Business Intelligence Integration, White Paper, February 1, 2007, Anthony T. Mann
SQL Server Analysis Services (SSAS)
24
Allows for Online Analytical Processing (OLAP), commonly
referred to as “cubes”.
Includes advanced analytical features such as complete data
mining and key performance indicator frameworks.
Enables organizations to accommodate multiple analytic needs
within one solution.
Analysis Services Reporting Services
Integration Services Database Management
SQL 2008 R2
Business Intelligence Platform
http://www.dotnetspark.com/kb/2704-key-performance-indicator-using-ssas-sharepoint.aspx
Chart Web Part
Chart Web Part
Chart Web Part
Shortcoming: Bind to data. No dynamic on the fly changes.
KPIs aka Status Indicator Performance at a glance…
Status List Web Part
Indicator Types (SPList, Excel based, SSAS based, Fixed value)
http://www.dotnetspark.com/kb/2704-key-performance-indicator-using-ssas-sharepoint.aspx
DEMO CHART WEB PART
Reporting Services Managed Reporting
Pixel Perfect Layout and Design
Report Builder and Part Gallery
Integration with SharePoint
SSRS Visualization
Maps
Indicators
Data Bars
Sparklines
Report Builder 3.0
Presents a familiar Office-style experience and wizards
Can be used to: Create ad hoc reports, or
create and modify catalogued reports
Ships with SQL Server 2008 R2
Targeted at Business Users - Use instead of BIDS
Windows application that can be installed
By an administrator, or
By ClickOnce deployment by the business user
New Report Builder 3.0 Features
Creation and consumption of Shared Datasets and Report Parts
Data Sources: SharePoint Lists, SQL Azure, …
Data Visualizations
Design-time credentials to create queries
Subreports and images
New Report Builder 3.0 Features
DEMO SSRS
Visio Services
Visio Services
Visio Services Real World Example
Visio Services Features Refreshable DataRecordSets
SQL (7.0 – 2008)
SharePoint Lists
Excel Services
OLE DB / ODBC
Does not support
Access / Excel (JET & ACE)
SQL Analysis Services or Reporting Services
Uses Cache
Visio Tweetable
Why? Individual row of data is bound to an individual shape.
There is no way in Visio 2010 to bind a variable number of rows to a diagram and get it to generate the appropriate number of shapes on the fly.
Visio is not suitable for showing data which changes quickly. It is best for process related items
Bonus Visio Tweetable
Why? Microsoft tests documented in Visio Services Capacity
Planning document.
Visio is best scaled via WFE. Not by creating another SA.
DEMO VISIO SERVICES
PerformancePoint Services Dashboards & Scorecards
Content Assembly and Navigation
Analytical Grids & Graphs
PerformancePoint Services Decomposition Tree
CONTENT STORAGE
Dashboard Designer connectivity – no more application database
Lists
Contains dashboard definitions, reports, scorecards, filters, KPIs, and indicators
Document Libraries
Contains “exported” dashboards (.aspx) and data sources
Using SharePoint vs. Dashboard Designer to modify dashboards
Database
Dashboard Designer Business User Tool
Windows application that can be installed By an administrator, or
By ClickOnce deployment by the business user
Presents a familiar Office-style experience and wizards
DEMO PERFORMANCEPOINT
Is your organization full of Excel hoarders?
Excel Services but it’s really Excel Calculation Services (ECS_
Sharing spreadsheets through the browser…
Collaboration in the Web App
ECS Tweetable
Why? Microsoft tests say ECS is not particularly hard on the SQL
Server instance running SharePoint Server 2010, as the workbook is read as a binary blob from SharePoint Server 2010 and placed in memory on the ECS tier. CACHE
ECS is best scaled out with another service instance
DEMO EXCEL SERVICES
PowerPivot Columnar, in-memory; handles millions of fact rows
Self-service: integrates with Excel and SharePoint
Uses DAX
SharePoint models compatible with SSAS clients, including SSRS and Excel
Client is free
Server free with SQL Server 2008 R2 and SharePoint 2010 Enterprise
PP technology is strategic to MS going forward
Microsoft Experience…