osp201: creating self- service bi solutions with sharepoint server 2010 peter myers
TRANSCRIPT
OSP201: Creating Self-Service BI Solutions with SharePoint Server 2010Peter Myers
Presenter Introduction
PeterMyers
Session Outline
Introducing SharePoint BIIntroducing the Business Intelligence CenterWorking with the BI Web PartsWorking with Status IndicatorsWorking with the BI Service Applications:
Excel ServicesPerformancePoint ServicesVisio Services
SummaryResources
Introducing SharePoint BI
Improves business insight for everyone:A centralized Business Intelligence Center site provides users with a single place to find the latest spreadsheets, reports, KPIs and dashboardsIncludes BI service applications:
Excel ServicesPerformancePoint ServicesVisio Services
Can be extended with BI add-ins for:Reporting ServicesPowerPivot
Includes BI Web Parts:FiltersChartExcel Web AccessPerformancePoint ContentVisio Web Access
Includes Status Indicators
Describing the SharePoint BI Audience
IT professionalsInstall and configure the SharePoint BI service applicationsDevelop, secure, and manage business data sourcesDelegate business data development tasksMonitor usage and server impact
Power users, analysts and developersPublish workbooks, diagrams, dashboards and reportsAssemble dashboard pages
Information workersBrowse to, and interact with, published resourcesExport, and subscribe to, published resources
Introducing the Business Intelligence Center
Created from a site templateDelivers a site for reporting and analytics solutionsIncludes:
Dashboards libraryData Connections libraryDocuments libraryPerformancePoint Content list
Also provides guidance for using the BI features available in SharePoint Server
Working with the BI Web Parts
Filter Web PartsChart Web Part
Filter Web Parts
Filters prompt the user for value(s) and can be configured to send them to other Web Parts on the same pageIdeal for producing dashboard pages
Chart Web Part
Supports configuring a chart without the need to develop code or a write a data queryIncludes a comprehensive list of chart typesSupports retrieving data from:
Other Web Parts sited on the pageSharePoint listsBusiness Connectivity ServicesExcel Services
A menu allows users to modify data and appearance, and configure advanced properties
demo
1. Embedding a Filter and Chart Into a Web Part Page
Working with Status Indicators
Status indicators are items in a Status ListAt a glance, a status indicator shows how actual performance for a particular measure compares to a goalTypically, green icons indicate good performance, red icons flag problem areas, and yellow icons warn of potential problemsStatus indicator values can be sourced from:
SharePoint listExcelSQL Server Analysis ServicesFixed value
demo
2. Creating a Status Indicator
Working with Excel Services
Supports the server-side calculation, and browser-based rendering, of Excel workbooksUseful when users need to share content in a workbook with others in the organizationUse for:
Real-time, interactive reporting with support for parametersExposure of all or part of a workbook (e.g., intellectual property can be hidden from workbook consumers)Development of analytical solutions
The Excel Web Access Web Part supports embedding workbook reports into Web Part Pages
demo
4. Creating and Embedding an Excel Report Into a Web Part Page
Working with PerformancePoint Services
Performance Management (PM) applicationDefines rich KPI and scorecard definitions to support monitoringIncludes comprehensive report types to support analysisDelivers interactive browser-based dashboardsDashboard solutions are based on seven related elements
PerformancePoint Services Elements
Monitoring
Analytics
demo
5. Assembling and Deploying a PerformancePoint Services Dashboard
Working with Visio Services
Supports central access to, and browser-based rendering of, Visio diagramsDiagrams can be based on refreshable data sourcesUse for:
Bringing diagrams to life with data-driven visuals connected to real-time dataSharing interactive, browser-based diagrams
Connects to SQL Server, SharePoint list data, Excel Services and OLE DB/ODBC sourcesThe Visio Web Access Web Part supports embedding diagrams into Web Part Pages
demo
4. Creating and Embedding a Data-Driven Visio Diagram Into a Web Part Page
Summary
SharePoint Server’s built-in BI features are designed to empower business users to deliver and share insight from dataSharePoint Server delivers BI Web Parts and service applicationsSQL Server add-ins extend the feature set with Reporting Services and PowerPivotDashboard pages can be created using filters, charts, status indicators, scorecards, reports and diagramsNotably, there is often no need to develop database queries or programming code
Resources
Business Intelligence in SharePoint Server 2010Resources: http://technet.microsoft.com/en-au/sharepoint/ee692578.aspxLearning video: http://technet.microsoft.com/en-us/sharepoint/ff678054.aspx
TechNet: How to Choose the Right Business Intelligence Technology to Suit Your Style
http://technet.microsoft.com/en-us/library/gg537617.aspxThis white paper is a practical guide on the choice of Microsoft BI tools that best fit the different requirements for BI reportingSpecifically, it outlines the following:The tool options to consider along with the recommended “best fit” for the characteristics of the styleInfrastructure considerations A case study highlighting how the “best fit” tool was used to support that style
Resources
Microsoft Office: Introduction to Excel Services and Excel Web Access
http://office.microsoft.com/en-us/sharepoint-server-help/introduction-to-excel-services-and-excel-web-access-HA010105476.aspx
PerformancePoint Services Product Team Bloghttp://blogs.msdn.com/performancepoint
Development Scenarios with PerformancePoint Services
http://msdn.microsoft.com/en-us/library/ee559635.aspx
TechNet: Visio Services Overviewhttp://technet.microsoft.com/en-us/library/ee663485.aspx
Related Content
DBI64-HOL: Creating a PerformancePoint Services Dashboard Based on a Microsoft SQL Server 2012 BISMDBI65-HOL: Creating Microsoft Excel 2010 Reports Based on a Microsoft SQL Server 2012 Tabular BISMOSP54-HOL: Creating and Publishing an Excel Workbook to SharePointOSP55-HOL: Creating and Embedding a Data-Connected Visio Diagram
Hands-on Labs (session codes and titles)
Resources
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Learning
Microsoft Certification & Training Resources
www.microsoft.com/learning
TechNet
Resources for IT Professionals
http://microsoft.com/technet
Resources for Developers
http://microsoft.com/msdn
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