See Beyond the Numbers - Data Visualization and Business Intelligence in SharePoint 2010

SEE BEYOND THE NUMBERS –
SHAREPOINT DATA VISUALIZATION
BI -- 400
Chris McNulty
Quest Software

Thank you for being a part of the first
SharePoint Saturday Austin
• Please turn off all electronic devices or set them to vibrate.
• If you must take a phone call, please do so in the hall so as not
to disturb others.
• Open wireless access is available with no password
• Feel free to “tweet and blog” during the session
• Thanks to our Title Sponsors:

Chris McNulty
• SharePoint Strategic Product
Manager at Quest Software
• 10+ years with SharePoint
• 20 years consulting (led KMA
SharePoint practice) and financial
services technology (Santander, John
Hancock/Manulife, GMO, State Street)
• MBA in Investment Management from
Boston College
• Write and speak often on Microsoft IW
technologies (blogs & books)
• MCSE MCTS MSA MVTSP MCC
• Hiking, cooking, playing guitar, colonial
history, photography
• My family: Hayley, three kids (17, 8, 5)
and my dog Stan

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©2011 Quest Software, Inc. All rights reserved..

Quest Market Presence
Americas
60 Offices, 3 HQs EMEA
APJa

Sales/Mrkg
3600+ Employees R&D
Support

178 Countries
100,000+ Customers All Verticals
Global 200
SMB

Multiple Business Lines Database, Monitoring, Data
Protection, User
Workspace/Virtualization,
Windows (SharePoint, AD,
Messaging), Identity Mgmt
5
5

©2011 Quest Software, Inc. All rights reserved. Confidential.

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6


Governance
• Follow me @cmcnulty2000 #spsaustx
• Today’s slide links
• Move fast, time is short!

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Agenda
• Goals, Terms & Surrounding Technology
• Complexity Levels of These Solutions
• Technology Overview and Demos
• Simple List and Chart
• Excel Services
• Power Pivot
• BCS & SQL Server Reporting Services (SSRS)
• Performance Point 2010
• Mapping
• Denali Alerts and PowerView
• Summary / Resources / Q&A

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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

Terms
• 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

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Complexity Levels of These Solutions
Cost

Time
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SharePoint BI Evolution

Custom
Performance Solutions
Point • Mapping
Enabling • Dashboards
• Web Parts
technologies • Etc.
• Analysis
Services
• Business
Excel Connectivity
Services Services
• Excel Web • SQL Reporting
Access Services
Chart • Pivot
• PowerPivot
Web Part • Azure
DataMarket

13


SharePoint Charting
• 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
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DEMO
• Chart Web Part

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Excel Services
• 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

16


PowerPivot
• “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

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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

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DEMO
• Power Pivot

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Business Connectivity Services
• Read write access to external data
sources in SP2010 (aka Business Data
Connectivity)
• Pull data into SharePoint
• Push data into external sources
• Native Support for data from SQL,
.NET, Windows Communication
Frameworks (e.g. Dallas)
• Configured 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 20

needed ©2011 Quest Software, Inc. All rights reserved..

SQL Server Reporting Services (SSRS)
• “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
• Use when some reports are
printed, multipage, etc.

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PerformancePoint 2010
• Dashboard Designer (browser
downloadable)
• Integrates Excel Services, SSRS, and
Performance Point Elements
• Sophisticated self service modeling via
Decomposition Tree
• Ideal for SSAS but also work with
standard data sources (lists, SQL)
• Requires true SQL development to build
and maintain SSAS cubes for KPIs and
scorecards
• Use when data structures are stable and
modeling skills are at least moderate
(dimensions, facts)
• Quick tip: don’t fear SSAS! If you have
Project Server you already have cubes

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DEMO
• Performance Point

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Mapping
• 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

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Mapping

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DEMO
• Mapping
• Self-service SSRS Maps

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Where is this?
For a prize!

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Self Service Alerting – User Benefits

Create data alerts from within reports

• Users create alerts directly on the data they see
in reports
• Report authors control which data is available for
alerting
• Supports reports created in Report Builder or BI
Development Studio (BIDS)

Detect important data changes

• Intuitive Alert Rules (greater than, before/after)
• Easy to use scheduling (weekly, daily, monthly)
• Relevant data included in Alert Message

Source: Data.gov - Data.gov and the Federal Government cannot vouch for the data or analyses
derived from these data after the data have been retrieved from Data.gov.

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Self Service Alerting – IT Benefits

Managed through SharePoint

• Per site administration reduces IT burden
• Fine grained authorization
• Self-managed through SharePoint
• IT Visibility & Control of user-defined alerts

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SSRS SharePoint Integration Architecture
for SQL Server codenamed “Denali”
Alert Designer
SharePoint SharePoint
Web Front App Server
End
SSRS Shared
SSRS in Web Application Service Application
Alert Manager
RS Add-in SSRS Shared
Service Application

SharePoint Config / Report Server
Content DB Shared Service DB 30


Self-Service Alerting – How it works

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Receiving alerts

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SQL Server 2012 Power View

Highly Visual Design Experience
• Interactive, web-based authoring and sharing of information
• Familiar Microsoft Office design patterns
• Powerful data layout with banding, callout and small multiples
visualizations

Rich metadata-driven interactivity
• Fully integrated with PowerPivot
• Drive greater insight through smart and powerful querying
• Zero configuration highlighting and filtering
• Animated trending and comparisons

Presentation-ready at all times
• Interactive Presentation turns pervasive information into persuasive
information
• Deliver and collaborate through SharePoint
• Full screen presentation mode for interactive boardroom session


PowerPivot v2 for SharePoint
Server, Services, and Components

SharePoint Farm
c2wts

Client WFE App Content
Excel Calculation
Excel Web Access SQL
Services

User renders a Excel Calc Services
Application Proxy
MSOLAP
workbook TCP
Excel Web Service
HTTP

Channel
Data Sources
PowerPivot Web
PowerPivot Sys Svc
Service
Application Proxy

PowerPivot System
Service
Analysis Services in
VertiPaq Mode

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DEMO
• Self Service Alerting
• Power View

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Climb Denali – You Can Do It! (upgrade, I mean…)

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Don’t Fall!
• CTP3 <> RTM!!!!
• RC0 Available Now (http://bit.ly/s0DEsf)
• Infrastructure
• NOT FOR PRODUCTION!!!!
• Must run SP2010 SP1
• Upgrade to PowerPivot v2 Excel
• Incompatible with Project Server 2010 (for
now!) SSAS Cubes
• Alerts
• Not intended for real-time notification
• Structured Data Feeds
• Power View
• Requires PowerPivot v2
• Always On
• Not click-click-OK!

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Engineering

Business SQL Server
Connectivity Performance Excel Reporting
SSRS Alerts Pivot Power View
Services Point Services Services
(BCS) (SSRS)

SQL Analysis
Office Web SQL 2008 R2
Services
Apps (OWA)

Reporting
Services SharePoint
(SSRS) Integrated
Integrated
Secure Store SQL Server Power Pivot
PowerPivot Silverlight
Service 2012 v2
(BIDS for
Excel
Native
Services
Mode)

SQL 2008 R2
Secure Store Enterprise Kerberos
Service [optional]

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Summary
Technology Pros Cons Sample Use Case

SharePoint Lists and Simple code free solutions Simple data aggregations Users understand how to
Charts chart their own data
Excel Services User familiarity Limited to Excel data Users love Excel charts!
sources
PowerPivot Large datasets Requires some Excel 2010 Data is too big for Excel

SQL Reporting Services Commonly used SQL Not an end user tool; Need to print large
query techniques entry level development multipage reports; export
skills to Excel

Performance Point and Rich scorecard and Requires more On screen data
Analysis Services reporting environments, development exploration of prebuilt
aggregates other sophistication analyses
elements like SSRS

Pivot Large datasets, can be Image collection time- Each data item has visual
built by Excel plugin for consuming to component
the power user or by build/standardize
developer

Mapping Varying solution levels, Potential licensing Each data item has
user familiarity complexity location component

Custom solutions More complex solution More effort Mapping!
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BI Solutions in SharePoint 2010/SQL 2012
Large Datasets Self Service

Visual Navigation
Power View
PowerPivot Pivot

PerformancePoint
Mapping
SSRS Alerts

SharePoint list

KPI / Status Indicator
SQL
Reporting Chart Web Part
Services
Printing or Excel Services
exporting Small Datasets

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Resources - General
• From Microsoft:
• SQL 2012: http://www.microsoft.com/sqlserver/en/us/future-
editions.aspx
• 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 Quest
• www.quest.com
• SharePoint Community www.sharepointforall.com

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Resources: Mapping
• 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

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•Questions
•Contact Me
•SharePint Saturday –
Gabriel’s Cafe

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Thank you…
• Chris McNulty
• Email cmcnulty@kma-llc.net
• Blog http://blogs.kma-llc.net/microknowledge
• Twitter: @cmcnulty2000
• LinkedIn:http://www.linkedin.com/in/cmcnulty
• http://www.slideshare.net/kmallc/spsnh-data-visualization-in-
sharepoint-2010
• Upcoming presentations
• February - SPS Philadelphia, Office 365 Saturday Redmond,
SPTechCon San Francisco
• March - SharePoint Heartland Conference (OH), SharePoint
Conference Australia, SharePoint Connections Las Vegas
• April - The Experts Conference San Diego

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Thanks to our Sponsors
THANKS TO OUR OTHER SPONSORS!

See Beyond the Numbers - Data Visualization and Business Intelligence in SharePoint 2010

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