Take a look at Mobile BI on iPad, Windows Phone, SQL Server Reporting Services, and SharePoint with emphasis on data visualization best practices. Angel Abundez explains how design approaches change when launching mission-critical dashboards and reports on smaller screen sizes using touch-screen technology. Presenter Angel Abundez is a Business Intelligence consultant with DesignMind in San Francisco. He focuses on Business Intelligence, Visualization, and improving business processes using Microsoft SQL Server, SharePoint, and ASP.NET. He also works with the new visualizations coming out with PowerPivot, Power View, and SharePoint. Angel is Co-Lead of the Bay Area Business Intelligence User Group and is an active speaker in the SQL Server community.

1. Mobile Business Intelligence
with Microsoft SSRS & SharePoint
DesignMind
San Francisco
2012

2. Angel Abundez
 Business Intelligence Consultant, DesignMind
 Microsoft Business Intelligence
 ASP.NET
 Tableau
 Worked with SQL Server since 2007
 SSWUG BI Author
 Co-Lead, Bay Area Microsoft BI User Group

3. DesignMind
San Francisco
Silicon Valley, Seattle
Custom Software Business Intelligence
Data Warehouse Architecture & Implementation
Databases
Data Marts, Data Warehouses, Master Data Management,
Reporting, Analytics, Dashboards, Mobile, ETL Mobile BI
Smartphones, iPads, Tablets
Microsoft Certified
Gold Partner
SQL Server, SharePoint, .NET

4. Agenda
 Options for Mobile BI. What are some challenges?
 Web Browser
 Native Apps
 Security
 What makes good Mobile BI?

5. Why is Mobile BI important?
 33% of BI will be consumed on Mobile Devices by the end of
2013
(Source: Gartner)
 Tablet and Smartphone Sales grow over 100% each year
(Source: ABI Research)
 119M Projected Tablet sales in 2012
(Source: Gartner)

6. Why is Mobile BI important?

7. Microsoft Options for Mobile BI
MOBILE WEB BROWSER NATIVE APP
SharePoint 2010 Mobi Reports Pro
• Performance Point Services
• Excel Services 3rd Party Apps
• SSRS 2012 in Integrated • Tableau
Mode • RoamBI
• PushBI
SSRS 2012 SP1 (***CTP 3) • MicroStrategy
3rd Party Dev Tools
• Mobile Entreé Build your own!
• DevExpress
• Strategy Companion

8. Microsoft Options for Mobile BI
MOBILE WEB BROWSER NATIVE APP
Pros Pros
• Easier Cross-Platform • Multi-gesture Controls
Development and Testing
• Pop-Up Menus, Navigation Tricks,
• Lower Cost. Fast Implementation Screen Real-Estate utilization
• Got SQL Server? Quick mobile
• Communicate with other apps
turn-around
Cons Cons
• Limited Navigation and Screen • High Cost
Real-Estate • Cross-Platform
• Browser CSS rendering • Platform OS changes
differences
• Caching data unless you use
HTML5

9. Microsoft Options for Mobile BI
SQL Server Reporting Services 2012 Performance Point Services …
Pros Pros
• Pixel Perfect • Consistent Look and Feel
Layout/Customization
• Pre-built Functionality
• Advanced Visualizations (Bullet
• Ad Hoc Visualizations
Graphs, Maps, Sparklines, Data
Bars) • Callbacks refresh dashboards
Cons Cons
• Postbacks refresh the entire • Requires an OLAP cube to take
report advantage of prebuilt functions
• Browser CSS rendering • Customization requires coding of master
differences pages/CSS

10. Challenges in Mobile BI
Security Performance Real Estate Design Cross Platform

11. Challenges in Mobile BI
Security
 VPN
 SSL
 Mobile Device Management (MDM)
 Remote Control over apps & app settings on enterprise mobile devices

12. Challenges in Mobile BI - Performance
Software Hardware
• Report Caching and Snapshots • SSD
• Data Warehousing (Data Model) • Cloud-based servers
– Columnstore
• ***SQL Azure
• SSAS UDM
• SQL Server 2012 BI Semantic
Model
– PowerPivot
– SSAS Tabular Mode
– SSAS Multidimensional UDM

13. Mobile BI Options Demo
Performance Point on Safari SSRS on Mobi Reports Pro
Multiple Pages Minimal Master Page Mobile Pro App Parameters

14. What Makes Good Mobile Reporting?
“Multi-touch gestures are often forgotten…”
“Fingers are remarkable things. We can test the
weather, test the direction of the wind, plug a
leak, but not precision tapping on a mobile
device.”
“Keep to a rhythm of 44 pixel tap targets.”
“Keep the interface (technology) essentially
invisible.”
“Nobody wants to spend brain power figuring
out how you’re app works”

15. Navigation for Mobile
Source: Tapworthy, Designing Great iPhone Apps

16. Design in Mobile BI
 Easy touch screen actions Report Item Actions
 Highlighting PerformancePoint Filters
 Filtering Scorecard Data Connections
 Drill-Down/Drill-Through
 Share your Findings
 Email
 Export
 Screenshot
 Connecting on the go
 SQL Azure Reporting Services
 VPN
 Windows Authentication

17. Navigation for Mobile BI
Drill-Down vs. Drill-Through
 Drill-Down - get to a Category to see smaller subset of the
data
 SSRS Charts > Category Groups
 SSRS Tablix > Row Groups or Column Groups.
 PPS Filters and Data Connections
 Drill-Through opens up a whole new report showing
transactional detail.

18. Advanced Visualizations
Comparative Trellis
Bullet Graph Sparkline
Bar Chart Chart

19. Mobi Reports Pro & Mobi SSRS
SQL Reporting Services for iPad and iPhone
 View SQL Reporting Services Reports
 Supports SSRS 2005, 2008, 2008 R2,
2012, Azure SSRS in Native and
SharePoint modes
 Parameters support
 Drill-Down and Drill-Through reports
 Navigate between multiple reports
quickly with Bookmarks and History
 Print and Email Reports

20. Interactivity Demo
Performance Point SQL Server Reporting Services
Filters Scorecards 1-Click Highlight Filter Breadcrumbs
(Data Connections)

21. Learn more
Sources:
 Jen Stirrup, SQL Server MVP UK
Jenstirrup.com
Jen Underwood, Technical Evangelist, Microsoft
JenUnderwood.com
 Stacia Misner’s SQL Azure Reporting Services webinar
http://www.syncfusion.com/resources/webinar/sql-
azure
 Mobiweave.com
5 Best Mobile BI Tips by Tableau

22. Conclusion
 Microsoft has options for Mobile BI.
 Cost vs. Functionality vs. User
Experience will tell you platform
 Practice good Security principles.
 Fundamental BI and Mobile App
design. (KISS)
 Making it easy for users is hard, but
the rewards for adoption are great.

23. Contact us
DesignMind
Custom Software, Database, and
Business Intelligence Solutions
San Francisco
www.designmind.com
Angel Abundez
Business Intelligence Consultant
Email angel@designmind.com
Twitter @angelstreamline
Blog www.angelsbiblog.com
Find me on

24. Thank you