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SPTechCon San Francisco
February 2012Chris McNulty / Sadalit Van Buren
See Beyond the Numbers:Data Visualization in SharePoint 2010
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• 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
What’s in it for you?
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• 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
Logistics
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©2011 Quest Software, Inc. All rights reserved..
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. Confidential.
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©2011 Quest Software, Inc. All rights reserved..
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AmericasEMEAAPJa
Sales/MrkgR&DSupport
178 CountriesAll VerticalsGlobal 200SMB
Database, Monitoring, Data Protection, User Workspace/Virtualization, Windows (SharePoint, AD, Messaging), Identity Mgmt
60 Offices, 3 HQs
3600+ Employees
100,000+ Customers
Quest Market Presence
Multiple Business Lines
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©2011 Quest Software, Inc. All rights reserved. Confidential.
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©2011 Quest Software, Inc. All rights reserved..
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Sadie Van Buren
Content Architect, BlueMetal Architects
• Working with SharePoint since beta 2003 version (IA, BA, PM, Middle-tier developer)
• SP Consultant since 2006• 50+ SharePoint implementations• Microsoft Certified IT Pro
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20 Jan 2012 - #spmaturity @sadalit 9
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• 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 10
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• 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
Agenda
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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
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• 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
Terms
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Complexity Levels of These Solutions
Time
Cost
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Chart Web Part
Excel Services• Excel Web
Access• PowerPivot
Enabling technologies• Business
Connectivity Services
• SQL Reporting Services
• Pivot• Azure
DataMarket
Performance Point• Dashboards• Analysis
Services
Custom Solutions• Mapping• Web Parts• Etc.
SharePoint BI Complexity
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SharePoint/SQL 2012 BI
Chart Web Part
Excel Services• Excel Web
Access• PowerPivot
Enabling technologies• Business
Connectivity Services
• SQL Reporting Services
• Pivot• Azure
DataMarket
Performance Point• Dashboards• Analysis
Services
Custom Solutions• Mapping• Web Parts• Etc.
SSRS• Alerts• Data Feeds
PowerPivot• Power View
Self-Service
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Maturity of data vis in SharePoint
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• 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,
Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid
• Typical use - quick visualization of SharePoint data
• Quick tip – use the wizard
SharePoint Charting
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• KPI Web Part• Custom Chart Web Part
Charting – Limitations and Options
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• 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
Excel Services
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• “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
PowerPivot
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• 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
PowerPivot
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Highly Visual Design Experience
Presentation-ready at all times
Rich metadata-driven interactivity
SQL Server 2012 Power View
• Interactive Presentation turns pervasive information into persuasive information
• Deliver and collaborate through SharePoint• Full screen presentation mode for interactive boardroom session
• Fully integrated with PowerPivot• Drive greater insight through smart and powerful querying• Zero configuration highlighting and filtering• Animated trending and comparisons
• Interactive, web-based authoring and sharing of information• Familiar Microsoft Office design patterns• Powerful data layout with banding, callout and small multiples
visualizations
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DEMO – PowerPivot & PowerView
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• 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
Business Connectivity Services
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• “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.
SQL Server Reporting Services (SSRS)
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• 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
PerformancePoint 2010
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DEMO – PerformancePoint
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• 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
Mapping
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Mapping
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DEMO• Mapping• Self-service SSRS Maps
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SQL Server 2012 “Denali”
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©2011 Quest Software, Inc. All rights reserved..
Self Service Alerting – User Benefits
• 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)
Create data alerts from within reports
• Intuitive Alert Rules (greater than, before/after)
• Easy to use scheduling (weekly, daily, monthly)
• Relevant data included in Alert Message
Detect important data changes
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..
Self Service Alerting – IT Benefits
• Per site administration reduces IT burden• Fine grained authorization• Self-managed through SharePoint• IT Visibility & Control of user-defined alerts
Managed through SharePoint
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©2011 Quest Software, Inc. All rights reserved..
SSRS SharePoint Integration Architecturefor SQL Server codenamed “Denali”
SSRS in Web Application
RS Add-in
SharePoint Web Front
End
SharePoint App
Server
SSRS Shared Service
Application SSRS Shared
Service Application
SharePoint Config / Content DB
Report Server Shared Service DB
Alert Designer
Alert Manager
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©2011 Quest Software, Inc. All rights reserved..
Self-Service Alerting – How it works
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©2011 Quest Software, Inc. All rights reserved..
Receiving alerts
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©2011 Quest Software, Inc. All rights reserved..
DEMO• Self Service Alerting
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©2011 Quest Software, Inc. All rights reserved..
Engineering
Business Connectivity Services
(BCS)
Secure Store
Service
Performance Point
SQL Analysis Services
Reporting Services (SSRS)
Integrated
Excel Services
Secure Store
Service
Excel Services
Office Web Apps
(OWA)
PowerPivot
SQL 2008 R2
Enterprise
SQL Server Reporting Services (SSRS)
SQL 2008 R2
SharePoint Integrated
(BIDS for Native Mode)
Kerberos [optional]
SSRS Alerts
SQL Server 2012
Pivot
Silverlight
Power View
Power Pivot v2
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Technology Pros Cons Sample Use Case
SharePoint Lists and Charts
Simple code free solutions Simple data aggregations Users understand how to chart their own data
Excel Services User familiarity Limited to Excel data sources
Users love Excel charts!
PowerPivot Large datasets Requires some Excel 2010 Data is too big for Excel
SQL Reporting Services Commonly used SQL query techniques
Not an end user tool; entry level development skills
Need to print large multipage reports; export to Excel
Performance Point and Analysis Services
Rich scorecard and reporting environments, aggregates other elements like SSRS
Requires more development sophistication
On screen data exploration of prebuilt analyses
Pivot Large datasets, can be built by Excel plugin for the power user or by developer
Image collection time-consuming to build/standardize
Each data item has visual component
Mapping Varying solution levels, user familiarity
Potential licensing complexity
Each data item has location component
Custom solutions More complex solution More effort Mapping!
Summary
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Copyright 2011 - Sadalit Van Buren
2010 BI Solutions in SharePoint
Dataset Size
Visu
aliz
ation
Dynamic (online)
Static (print / export)
MappingPivot
SQL Reporting Services
PerformancePoint
Excel Services(Standalone)
Chart Web PartPowerPivot
SharePoint list KPI / Status Indicator
Access Services
Smal
l
Larg
e
Excel Services(Connected to Analysis Services)
PowerView
Denali
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The carousel paradox…
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• 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/
Resources - General
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• Questions?• Evaluations• Contact Us
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Chris McNulty• Email:
[email protected]• Blog:
http://blogs.kma-llc.net/microknowledge
• Twitter: @cmcnulty2000• LinkedIn:
http://www.linkedin.com/in/cmcnulty
• http://www.chrismcnulty.net
Upcoming presentationsMarch - SP Heartland Conference (OH); SharePoint Conference Australia, SP Connections (NV)April – SPS Twin Cities, TEC San DiegoMay – New England SPUG
Thank you…Sadie Van Buren• Email:
[email protected]• Blog:
http://amatterofdegree.typepad.com/a_matter_of_degree/
• Twitter: @sadalit• LinkedIn:
http://www.linkedin.com/in/sadalit
• www.sharepointmaturity.com
Upcoming Presentations– TEC 2012– SP Saturday Boston– SPTechCon