Chris McNulty and Sadie van Buren's presentation at SPTechCon San Francisco, February 28. 2012

1. See Beyond the Numbers:
Data Visualization in SharePoint 2010
SPTechCon San Francisco
February 2012
Chris McNulty / Sadalit Van Buren

2. What’s in it for you?
• Get an overview of the BI solutions related to
SharePoint – and when they’re best used for
which purpose
• See what’s available now - and what’s coming in
2012

3. Logistics
• In Session
– Questions welcome!
– If you’re tweeting / live blogging, please include:
• @cmcnulty2000
• @sadalit
– Slide deck is available at:
• Post-Session
– Please fill out your evaluation
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4. 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..

6. 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
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©2011 Quest Software, Inc. All rights reserved..
©2011 Quest Software, Inc. All rights reserved. Confidential.

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

8. Sadie Van Buren
• Working with SharePoint since
beta 2003 version (IA, BA, PM,
Middle-tier developer)
• SP Consultant since 2006
• 50+ SharePoint implementations
• Microsoft Certified IT Pro
Content Architect,
BlueMetal Architects
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9. 20 Jan 2012 - #spmaturity @sadalit 9

10. • Founded by ex-Microsoft product and technology executives
• Helping clients architect, build, and deploy software solutions
in these areas:
– Application Modernization
– Cloud Platforms
– Information Management (SharePoint!)
– User Experience and Mobility
• Deep and broad expertise in Microsoft and related
technologies.
• 30+ employees with over 125 years of previous experience
working directly for Microsoft.
• Locations: Boston, NYC
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11. 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
– SQL 2012
• Summary / Resources / Q&A

12. 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

13. 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 (f.k.a. Project
Dallas) – Microsoft initiative to create publicly
subscribed data services hosted on Azure and
accessed via WCF, PowerPivot, etc.
(http://www.sqlazureservices.com)
• Denali – codename for SQL Server 2012
• Crescent – codename for self-service PowerPivot
business intelligence, a.k.a. Power View

14. Complexity Levels of These Solutions
Cost
Time

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

16. SharePoint/SQL 2012 BI
PowerPivot
• Power View
SSRS Self-Service
• Alerts Custom
• Data Feeds Performance Solutions
Point • Mapping
Enabling • Dashboards • Web Parts
technologies • Analysis • Etc.
• Business Services
Excel
Connectivity
Services Services
• Excel Web • SQL Reporting
Chart Access Services
• PowerPivot • Pivot
Web
• Azure
Part DataMarket

17. Maturity of data vis in SharePoint

18. 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, Fin
ancial, Pie, Radar, Polar, Ga
ntt, Range, Error Bar, Box
Plot, Funnel, Pyramid
• Typical use - quick
visualization of SharePoint
data
• Quick tip – use the wizard

19. Charting – Limitations and Options
• KPI Web Part
• Custom Chart Web Part

21. 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

22. 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

23. 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

24. 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

25. DEMO – PowerPivot
& PowerView

26. 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
needed

27. 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.

28. 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

29. DEMO –
PerformancePoint

30. 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

31. Mapping

32. DEMO
• Mapping
• Self-service SSRS Maps

33. SQL Server 2012 “Denali”

34. 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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©2011 Quest Software, Inc. All rights reserved..

35. 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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©2011 Quest Software, Inc. All rights reserved..

36. 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 43
©2011 Quest Software, Inc. All rights reserved..

37. Self-Service Alerting – How it works
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©2011 Quest Software, Inc. All rights reserved..

38. Receiving alerts
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©2011 Quest Software, Inc. All rights reserved..

39. DEMO
• Self Service Alerting
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©2011 Quest Software, Inc. All rights reserved..

40. 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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©2011 Quest Software, Inc. All rights reserved..

41. 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 query Not an end user tool; Need to print large
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 elements sophistication analyses
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!

42. 2010 BI Solutions in SharePoint
Dynamic (online)
Pivot
Mapping
Chart Web Part
Denali PowerPivot
Visualization
SharePoint list KPI / Status Indicator PerformancePoint
Small
Large
PowerView
Excel Services Excel Services
(Standalone) (Connected to SQL Reporting Services
Analysis Services)
Access Services
Static (print / export)
Dataset Size
Copyright 2011 - Sadalit Van Buren

43. The carousel
paradox…

44. Resources - General
• From Microsoft:
– 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/

45. • Questions?
• Evaluations
• Contact Us

46. Thank you…
Chris McNulty Sadie Van Buren
• Email: cmcnulty@kma- • Email:
llc.net svanburen@bluemetal.com
• Blog: http://blogs.kma- • Blog:
llc.net/microknowledge http://amatterofdegree.typepa
d.com/a_matter_of_degree/
• Twitter: @cmcnulty2000
• Twitter: @sadalit
• LinkedIn:http://www.linkedi • LinkedIn:http://www.linkedin.c
n.com/in/cmcnulty om/in/sadalit
• http://www.chrismcnulty.n • www.sharepointmaturity.com
et
Upcoming Presentations
Upcoming presentations – TEC 2012
March - SP Heartland – SP Saturday Boston
Conference (OH); SharePoint
Conference Australia, SP – SPTechCon
Connections (NV)
April – SPS Twin Cities, TEC San
Diego
May – New England SPUG