A Singleton's Guide to Business Intelligence in SharePoint 2010

1. SharePoint On Premise or In the Cloud? A Simpleton’s Guide to Business Intelligence in SharePoint 2010KMA Insights Webinar SeriesJuly 28, 2010

2. Housekeeping Items Experiencing Issues? Change color of your seat to RED Questions for Speakers? Submit questions during webinar Twitter Discussion #kmasp2010 Feedback Webinar Feedback Next Steps/Moving Forward

4. 22 employees: Partner, PM, Analyst, Developer, QA

5. Industry expertise and focus: Professional Services, Life Sciences & Financial Services

6. Microsoft technology focus:

7. Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004

8. Working with SharePoint technologies since 2001

9. Specialties in

10. Collaboration: Portals, Communities and Content Management

11. Insight: Enterprise Search and Business Intelligence

13. Agenda Terms & History Technology Overview and Demos Simple List and Chart Excel Web Access Power Pivot Business Connectivity Services (BCS) SQL Server Reporting Services (SSRS) Performance Point 2010 Summary

14. Future Presentations (Not In Scope) Analysis Services Cube Build SQL Server Integration Services (DTS) AS-based Dashboard Designer and Reports Project Dallas Custom Development

15. Microsoft SharePoint Server 2010 … the bright frontier

16. 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 Poll: Your Goals

17. Terms SSRS – SQL Server Reporting Services Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services WCF – Windows Communications Framework Project Dallas – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)

18. SharePoint BI Evolution

19. SharePoint Charting Native to SharePoint (Web Part) Code-free solution – uses web part and native lists

20. SharePoint Charting 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

21. Excel Services Use the world’s #1 BI modeling tool Render data, charts, interface using native Excel components (e.g. Slicers) Data stored in Excel

22. Excel Services Host a presentation layer using Excel Services Closely related to Excel Web Access Use native SharePoint Status Indicators (KPIs) Can also work with lists Render Excel 2010 functions (e.g. Slicers) without Excel 2010 on all clients Use when users are skilled in Excel modeling and charting and data lives in spreadsheets

23. 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

24. 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

25. Business Connectivity Services Read write access to external data sources in SP2010 (aka Business Data Connectivity) Pull data into SharePoint user interface Push data into external sources

26. Business Connectivity Services Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas) Configured through 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

27. SQL Server Reporting Services (SSRS) “Code free” but requires development tools Designed using Business Intelligence Developer Studio Host in SQL Server or SharePoint

28. SQL Server Reporting Services (SSRS) Reports run and render in SSRS Engine Deploy reports to “native” SQL server or SharePoint integrated mode Reuse in SharePoint and Dashboard interface Export contents to Excel, Word, etc. Use when some reports are printed, multipage, etc.

29. PerformancePoint 2010 Dashboard Designer (browser downloadable) Integrates Excel Services, SSRS, and Performance Point Elements

30. PerformancePoint 2010 Sophisticated self service modeling 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

31. Summary

33. Monthly live seminars/webinars, recent topics at http://www.slideshare.net/kmallc

35. KMA August Webinar – August 18, 2010 – NEW & Enhanced Enterprise Search Options

36. SharePoint Saturday Boston -- September 25, 2010

38. SharePoint 2010 Readiness - fixed price engagement

39. SharePoint Deployment Planning Services (SDPS)

40. [Microsoft Office] Business Value Planning Services (BVPS)Poll at end of today’s presentation

42. Business Intelligence: http://www.microsoft.com/bi/

43. SharePoint 2010 site: http://sharepoint2010.microsoft.com

44. SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx

45. BI Blog: http://blogs.msdn.com/b/bi/

46. From KMA:

47. Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.)

48. Web: www.kma-llc.net (now powered by SharePoint!) with white papers, blogs, archived presentations, news, and events