Welcome to the May 5

(1)

www.SharePointNE.com

Welcome to the

May 5

th

_{, 2009 Session}

Nebraska

SharePoint

User Group

Agenda

• Introductions

• What is BI?

• The Microsoft BI Stack

• Dashboard Demos

• Third Party Tools

• Questions

(2)

Introductions

• Jeff Zakrzewski

MCTS PerformancePoint

–

BI Practice Lead

• Scott Hanssen

MCTS BI

–

BI Senior Engineer

• Malinda Jepsen

MCSD.Net, MCITP BI, MCTS PerformancePoint, MS VTS

–

BI Architect

Nebraska

SharePoint

User Group

(3)

• Lots of different technologies

• Lots of different user tools and requirements

• How do you bring it all together and make sense for users?

Business Intelligence Technologies

“Formal” BI

Database-based BI

“Informal” BI

File/Document-based BI

DBAs

Analysts

IWs

•SQL

•ETL

•Data Mining

•OLAP

•Production Reporting

•Process Integration

•Spreadsheets

•Presentations

•Desktop DBs

•Management Reports

•Process Diagramming

•General-purpose Analysis

80% of

the data

80% of

the work

Nebraska

SharePoint

User Group

(4)

The “iceberg” effect

BI Applications

Dashboards, Scorecards & Reports

Backend Data

Source Systems

Requirements by Business Process Data Lineage

ETL Processing

Data Warehouse / Data Marts Cubes

Security Architecture

90% of the Glory!

90% of the Work!

Nebraska

SharePoint

User Group

• Measuring the performance of the organization

• Accelerate management decision making

• Aligning key organizational strategies to metrics

• Enable collaborative analysis

• Provide visibility into Key Performance

Indicators (KPI’s)

(5)

Richer modeling with unlimited

data

Create more visual analytics

with slicers

Publish content with rich interactivity

Take information offline

From “Me” to “Team”

Nebraska

SharePoint

User Group

Analytic Charts and Grids

• Interactive

(6)

Reports and Gauges

Nebraska

SharePoint

User Group

(7)

• Flexible user experience • Find info quickly • Composition of

information • Find and add new

information • Web parts • Live data • Filtered data • Lists and libraries • Contextually

driven

• Different types of information • Databases • Documents • Web information • Data access • Data management

Presentation

Structure

Data

A Composite Application

Where Formal, Informal, Operational, and Analytic Meet

(8)

Nebraska

SharePoint

User Group

BUSINESS USER EXPERIENCE

Analysis Services (OLAP)

Reporting Services

Integration Services (ETL)

Data Mining

Data Warehousing

Dashboards & Scorecards

Excel Services

Web based forms & workflow

Collaboration

Enterprise Search

Enterprise Content Mgmt

LOB data integration

Self-Service access & insight

Data exploration & analysis

Predictive analysis

BUSINESS MIDDLE TIER

(9)

Cubes

Source Data

Users

Integration Services

Analysis Services

Reporting Services

PerformancePoint 2007

Office 2007 SharePoint 2007

Consolidate (ETL)

Warehouse Tables

Nebraska

SharePoint

User Group

Common SharePoint Features from a BI Perspective

• Excel Services

• Report Center/Report Library

• Dashboard Pages

• Filtering Data

• Business Data Catalog (BDC)

(10)

Excel Services

–

What is it?

• New server technology in MOSS 2007

• Load, calculate and display Excel Workbooks in MOSS 2007

• Thin client view in browser

• Published workbooks can connect to external data

• Designed to cut down on proliferation of Excel files

Nebraska

SharePoint

User Group

Excel Services

–

How does it work?

Browser

• Web rendering • Zero-footprint • Interactive

View and Interact

Custom applications

• Set & get spreadsheet values • Perform calculations • Retrieve full workbook file

Programmatic Access

• Spreadsheets stored in document libraries • Server calculation and rendering • External data retrieval and caching

Protect, Share & Reuse Spreadsheets Publish

Spreadsheets Excel 2007

• Design and author • BI Abilities • Visualization

(11)

Publishing from Excel to Excel Services

• End user creates spreadsheet in Excel 2007

• Publishes it to SharePoint Excel Services

• Configures the view of the spreadsheet in SharePoint

Nebraska

SharePoint

User Group

The Report Center

• SharePoint 2007 Site Template

• Repository for reports

(12)

• SharePoint page

• Create individual dashboards

• Contains a number of different parts

• Content Editor

• Contact Details

• Filter Actions

• Excel Web Access

• KPI

• Summary Link

Dashboard Pages in the Report Center

Nebraska

SharePoint

User Group

Filtering Data in SharePoint

• Used to filter data

–

Multiple filter types

–

Authored List

–

Business Data Catalog

–

Current User

–

Date

–

Query String (URL)

–

SharePoint List

–

SSAS

(13)

SharePoint Business Data Catalog (BDC)

• Expose Data to SharePoint

• Custom Line of Business Data

• Database or Web Services

• Can be used as metadata

• Search Data

Nebraska

SharePoint

User Group

Key Performance Indicator (KPI) List

• List template

• Graphically displays KPI’s

• Use to track metrics

• Data from multiple sources

–

SharePoint Lists

–

Excel Services

–

SQL Analysis Services 2005

(14)

KPI Web Part

• Displays KPI’s in SharePoint

List



Detail



Nebraska

SharePoint

User Group

The PerformancePoint Server Suite

Server

Power User

End User

ProClarity Analytics Server

ProClarity Professional

(Desktop or Web)

ProClarity Web Standard

(Thin)

PPS Monitoring Server

Dashboard Designer (DD)

SharePoint

Excel 2003/2007

PPS Planning Server

Planning Business Modeler

(PBM)

Excel 2003/2007

SharePoint

Excel 2003/2007

SP3 This Summer then Supported for 10 Years

Migration Path???

(15)

• Dashboard Designer

–

The Power User tool for building Dashboards

– Smart client technology (or “click

-

once”) –

safe and secure

install-on-demand, maintenance-free patching

• Dashboards

–

Organize scorecards and report views into dashboards

–

Extensible dashboard layout templates

–

Drag-and-drop placement of objects onto dashboards

–

Dashboard filters

PPS Monitoring

Nebraska

SharePoint

User Group

PPS Monitoring

• Scorecard features

–

Preview scorecard in Dashboard Designer

–

KPI data output

–

use the actual and/or target value for a KPI as an input

value to a KPI

(16)

SQL Server Reporting Services

SQL Server Catalog Report Server XML Web Service Interface

Report Processing

Scheduling & Delivery

Delivery Targets (E-mail, SharePoint,

Custom)

Rendering

Output Formats

(HTML, Excel, PDF, Custom)

Data Processing

Data Sources (SQL, OLE DB, XML/A, ODBC, Oracle, Custom)

Security

Security Services (NT, Passport,

Custom) Office Custom Application Browser

Nebraska

SharePoint

User Group

Report Builder v2.0

Microsoft SQL Server 2008 Reporting Services Report Builder 2.0 delivers an intuitive, Office-like report authoring environment enabling business and power users to leverage their experience with Microsoft Office 2007 products.

Microsoft SQL Server 2008 Reporting Services Report Builder 2.0 supports the full capabilities of SQL Server 2008 Reporting Services including:

• Flexible report layout capabilities of SQL Server 2008 Report Definition Language

• Data Visualizations including charts and gauges

• Richly formatted textboxes

• Export to Microsoft Office Word format

Features specific to Report Builder 2.0 are focused on simplifying the process of creating and editing reports and queries and include the following:

• Easy to use wizards for creating table, matrix and chart data regions

• Support for directly opening and editing reports stored on the report server

• Support for using server resources such as shared data sources

(17)

SharePoint Features from a BI Perspective

Feature

WSS 3.0

MOSS Standard

MOSS Enterprise

Reporting Services Integration



PerformancePoint Integration



Excel Services



Report Center Site Template



Data Connection Libraries



Business Data Catalog



Business Data Web Parts



Native KPIs



Filter Web Parts



For full list:

http://office.microsoft.com/en-us/products/FX101758691033.aspx

Nebraska

SharePoint

User Group

BI Applications

• Excel

• Reporting Services

• PerformancePoint

(18)

SQL Server Integration Services (SSIS)

• Extract Transform and Load (ETL)

– More trustworthy and reliable – Development environment – Many out-of-the-box transforms

• Extensible

– Custom tasks – Custom enumerations – Custom transformations – Custom data sources