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See Beyond the Numbers: Data Visualization in SharePoint 2010

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Co-presented with Chris McNulty at SharePoint Saturday Boston on 9/25/10.

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See Beyond the Numbers: Data Visualization in SharePoint 2010

  1. 1. See Beyond the Numbers:Data Visualization in SharePoint 2010<br />SharePoint Saturday Boston<br />September 2010Chris McNulty, Sadie Van Buren<br />
  2. 2. Chris McNulty<br /><ul><li>Working with SharePoint technologies since 2000/2001
  3. 3. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
  4. 4. Write and speak often on Microsoft information worker technologies (book out this month!)
  5. 5. Microsoft MCSE/MCTS/MSA/MVTS
  6. 6. BC MBA in Investment Management
  7. 7. Hiking, cooking, playing guitar, colonial history, photography
  8. 8. My family: Hayley, three kids (15, 6, 3) and my dog Stan</li></ul>SharePoint Practice Lead, KMA<br />
  9. 9. Sadie Van Buren<br /><ul><li>Project Manager and Business Analyst focusing on SharePoint
  10. 10. Working with SharePoint since beta 2003 version
  11. 11. Over 40 SharePoint implementations
  12. 12. Microsoft Certified Technology Specialist </li></ul>Consulting Manager, Burntsand<br />
  13. 13. Full-service IT consulting firm established in 1995<br />28 employees: Partner, PM, Analyst, Developer, QA <br />Industry expertise and focus: Professional Services, Life Sciences & Financial Services<br />Microsoft technology focus:<br /><ul><li>Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004
  14. 14. Working with SharePoint technologies since 2001
  15. 15. Specialties in
  16. 16. Collaboration: Portals, Communities and Content Management
  17. 17. Insight: Enterprise Search and Business Intelligence
  18. 18. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)
  19. 19. Leading systems integration firm founded in January 1996
  20. 20. More than 350 blue chip clients
  21. 21. Subsidiary of Open Text with local office in Waltham
  22. 22. Publicly traded on Toronto Stock Exchange (OTEX)
  23. 23. Microsoft Gold Certified partner with six competencies
  24. 24. Have delivered solutions built on the SharePoint and .NET platforms since their inception in 2001
  25. 25. Additional partnerships with Oracle, EMC Documentum, SAP, and BMC Software</li></li></ul><li>Agenda<br />Goals, Terms & Surrounding Technology<br />Complexity Levels of These Solutions<br />Technology Overview and Demos<br />Simple List and Chart<br />Excel Services<br />Power Pivot<br />Pivot<br />SQL Server Reporting Services (SSRS)<br />Performance Point 2010<br />Mapping<br />Summary<br />Resources<br />Question and Answer Period<br />Contact Information<br />
  26. 26. Microsoft SharePoint Server 2010 … the bright frontier<br />Eastern Long Island, July 4, 2010<br />
  27. 27. Complexity Levels of These Solutions<br />Cost<br />Time<br />
  28. 28. Goals for BI Design<br />Answering the known questions about our business<br />Allowing users to self-discover patterns and answers to questions we haven’t yet been asked<br />
  29. 29. Terms<br />BCS – Business Connectivity Services<br />SSRS – SQL Server Reporting Services<br />Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services<br />Project Dallas – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)<br />Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information<br />
  30. 30. SharePoint BI Evolution<br />
  31. 31. SharePoint Charting<br />Native to SharePoint (Web Part)<br />Code-free solution – uses web part and native lists<br />
  32. 32. SharePoint Charting<br />Data sources<br />Other Lists (Site Collection)<br />BCS/Business Data Catalog<br />Excel Services<br />Standard Types<br />Bar, Area, Line, Bubble, Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid<br />Typical use - quick visualization of SharePoint data<br />Quick tip – use the wizard<br />
  33. 33. DEMO – Chart Web Part<br />
  34. 34. Excel Services<br />Use the world’s #1 BI modeling tool<br />Render data, charts, interface using native Excel components (e.g. Slicers)<br />Data stored in Excel<br />
  35. 35. Excel Services<br />Host a presentation layer using Excel Services<br />Closely related to Excel Web Access<br />Use native SharePoint Status Indicators (KPIs) <br />Can also work with lists<br />Render Excel 2010 functions (e.g. Slicers) without Excel 2010 on all clients<br />Use when users are skilled in Excel modeling and charting and data lives in spreadsheets<br />Quick tip: understand SSA’s<br />
  36. 36. PowerPivot<br />“Project Gemini” – host 1-10MM row datasets<br />Excel and SharePoint components<br />Data doesn’t live in spreadsheet<br />Released with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine<br />
  37. 37. PowerPivot<br />Like Excel Web Access except underlying data can be sourced from:<br />SQL, Analysis Services Cube, SSRS Report<br />Access<br />Power Pivot/Excel<br />Data Feeds (XML, Atom, Azure, WCF OData, Dallas)<br />Oracle, Teradata, Sybase, DB2<br />ODBC<br />Text files<br />Excel optimized to handle data management and memory cache locally<br />SharePoint builds cache and optimizes for server web access<br />Use when Excel modeling skills are high but data is too large or too heterogeneous to keep in multiple Excel spreadsheets<br />Quick tip: www.powerpivotgeeks.net<br />
  38. 38. DEMO - PowerPivot<br />
  39. 39. Business Connectivity Services<br />Read write access to external data sources in SP2010 (aka Business Data Connectivity)<br />Pull data into SharePoint user interface<br />Push data into external sources<br />
  40. 40. Business Connectivity Services<br />Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)<br />Configured through SharePoint Designer 2010<br />Republish data to consuming applications (e.g. Outlook 2010)<br />Use when key data lives outside SharePoint direct control – e.g. accounting systems<br />Quick tip: Secure Store Service is needed<br />
  41. 41. Pivot<br />“Interact with massive amounts of data in ways that are powerful, informative, and fun”<br />Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web<br />Create a “collection”- underlying schema is CXML or Collection XML.<br />View in SharePoint via Silverlight viewer<br />Complexity: Excel tool available <br />Tip: http://getpivot.com<br />
  42. 42. DEMO - Pivot<br />
  43. 43. SQL Server Reporting Services (SSRS)<br />“Code free” but requires development tools<br />Designed using Business Intelligence Developer Studio<br />Host in SQL Server or SharePoint<br />
  44. 44. SQL Server Reporting Services (SSRS)<br />Reports run and render in SSRS Engine<br />Deploy reports to “native” SQL server or SharePoint integrated mode<br />Reuse in SharePoint and Dashboard interface<br />Export contents to Excel, Word, etc.<br />Use when some reports are printed, multipage, etc.<br />
  45. 45. Project Dallas<br />Azure-based public data subscriptions<br />Addressed through OData/XML<br />Query/view download<br />Samples available now at http://www.sqlazureservices.com<br />TIP: Sample data sets are limited in CTP<br />
  46. 46. PerformancePoint 2010<br />Dashboard Designer (browser downloadable) <br />Integrates Excel Services, SSRS, and Performance Point Elements<br />
  47. 47. PerformancePoint 2010<br />Sophisticated self service modeling<br />Decomposition Tree<br />Ideal for SSAS but also work with standard data sources (lists, SQL)<br />Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards<br />
  48. 48. DEMO – PerformancePoint<br />
  49. 49. Mapping<br />IDC reports that nearly 80% of business data has a location component<br />Make business tools as engaging as what’s on the web<br />Use cases: <br />Customer base / trade areas<br />Routing and shipping<br />Targeted marketing<br />Supply chain & disruption resolution<br />
  50. 50. Mapping<br />
  51. 51. DEMO - Mapping<br />
  52. 52. Summary<br />
  53. 53. 2010 BI Solutions in SharePoint<br />Large Datasets<br />Visual Navigation<br />Pivot<br />PowerPivot<br />PerformancePoint<br />Mapping<br />SharePoint list<br />KPI / Status Indicator<br />SQL <br />Reporting <br />Services<br />Chart Web Part<br />Excel Services<br />Access<br />Services<br />Printing or <br />exporting<br />Small Datasets<br />
  54. 54. Resources - General<br /><ul><li>From Microsoft:
  55. 55. Business Intelligence: http://www.microsoft.com/bi/
  56. 56. SharePoint 2010 site: http://sharepoint.microsoft.com
  57. 57. SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
  58. 58. BI Blog: http://blogs.msdn.com/b/bi/</li></li></ul><li>Resources: Mapping<br />Bing Developer Center & Bing Maps Customer Gallery:<br />http://www.microsoft.com/maps/developers/<br />Bing Maps Blog:<br />http://www.bing.com/community/blogs/maps/<br />GIM International – online magazine of geomatics:<br />http://www.gim-international.com/index.php<br />
  59. 59. Resources: Pivot<br />Microsoft Live Labs Pivot site<br />http://www.getpivot.com/<br />Pivot Viewer control for Silverlight:<br />http://www.silverlight.net/learn/pivotviewer/<br />Pivot Collection Gallery: http://www.getpivot.com/collections/<br />
  60. 60. <ul><li>Questions?
  61. 61. Contact Us
  62. 62. Ask the Experts
  63. 63. Prizes!</li></li></ul><li>Thank you…<br />Contact Chris:<br />Email <br />cmcnulty@kma-llc.net<br />Blog <br />http://blogs.kma-llc.net/microknowledge<br />Twitter <br />http://twitter.com/cmcnulty2000<br />LinkedIn <br />http://www.linkedin.com/in/cmcnulty<br />Contact Sadie:<br />Email <br />svanburen@burntsand.com<br />Blog <br />http://amatterofdegree.typepad.com/a_matter_of_degree/<br />Twitter http://twitter.com/sadalit<br />LinkedIn http://www.linkedin.com/in/sadalit<br />