sharepoint 2007 business intelligence
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Agenda
What is Business Intelligence?
Microsofts Business Intelligence Offering
SQL Server 2005
SQL Server Reporting Services (SSRS)
SQL Server Analysis Services (SSAS)
SharePoint 2007
Excel Services
KPIs
Business Data Catalog (BDC) Report Center
Dashboards
PerformancePoint Server 2007
Q&A
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SharePoint 2007 Business Intelligence
A broad category of applications
and technologies for gathering,storing, analyzing, sharing andproviding access to data to helpenterprise users make betterbusiness decisions.
Gartner
What is Business Intelligence?
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What is Business Intelligence?
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Why is Business Intelligence Growing in Importance?
The amount of corporate data is doubling every 2-3 years
Barriers of entry (costs/technology) are being removed
Continued pressure on businesses to find efficiencies andnew market opportunities, client expectations
More disparate data sources than ever before
Call
Center
MarketingCampaign
Mgmt
CRM
Internet
Financial/Accounting
Procure-
mentHR
Inventory
Intelligence is data with
relevance and context
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Key Business Drivers Behind BI Growth
Allow business users the ability to query and write reports
To simplify reporting across multiple transaction systems
To store historical data longer than you can/would in
transaction system
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Business Intelligence Statistics
BI Use by Small and Mid Market Companies
48% - Using
10% - Planning to implement solution in 2007.
40% - Not using
Don't know 2%
Source: Forrester Research Inc., 2006 survey
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Improving organizations byproviding business insights to all
employees leading to better,faster, more relevant decisions
Microsofts BI Strategy
ajor investment area
everage familiar tools such as the Office System
and SharePoint
uilt on top of SQL Server 2005
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Types of Business Intelligence
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Microsoft Tools for Business Intelligence
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Office SharePoint ServerOffice SharePoint Server20072007
SQL Server 2005SQL Server 2005
SQL Server 2005SQL Server 2005IntegrationIntegrationServicesServices
SQL ServerSQL Server2005 Reporting2005 ReportingServicesServices
BIBI
PlatforPlatfor
mm
End UserEnd User
ApplicationsApplications
SQL ServerSQL Server2005 Analysis2005 AnalysisServicesServices
Office ExcelOffice Excel20072007
BusinessBusinessScorecardScorecardManager 2005Manager 2005
ProClarityProClarityAnalytics 6Analytics 6
PerformancePoint ServerPerformancePoint Server20072007
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Data Warehousing 101Data Warehousing 101
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What is a Data Warehouse?
A Data Warehouse is the main repository of an
organization's historical data, its corporate memory. It
contains the raw material of a company's business
intelligence system.
Its designed to store historical data
It brings information together from multiple source systems
into a single data store.
The data is stored using special techniques that are
optimized for analysis and reporting.
http://en.wikipedia.org/wiki/Corporate_memoryhttp://en.wikipedia.org/wiki/Corporate_memory -
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Extraction, Transformation & Loading (ETL)
The process of gathering data from the production
systems, cleansing it, validating it and moving it into the
Data Warehouse. This process can be considered part of
the Data Warehouse Infrastructure.
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Key Terms
Cubes: An enhanced storage mechanism that allows an
end user to look at data from multiple perspectives. Think
about pivot tables.
Facts: Numeric data we are evaluating (cost, count, etc.)
Dimensions: Attributes like Geography, Marital Status,
SIC Codes, Date/Time, etc. that will be used to
summarize data.
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Reports
Ad hoc Queries
CRM/ContactsSystem
HumanResource/PayrollSystem
Forecasting/Planning System
Excel, PDF,DOC
PropertyManagementSystem
CorporateAccountingSystem
End UsersComputing
Device
Data Elements
Facts/Dimension
Data Warehouse
Analytics/
Scorecards
Metadata
Cubes
Reporting
Platform
Analysis
Platform
Performance
Management
Platform
ETLPro
cess:Extract,
Transfo rm
,&Load
Work Order
System
BusinessIntelligence
Portal
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Microsoft SQL Server 2005Microsoft SQL Server 2005
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SQL Server 2005 Business Intelligence
Data acquisitionfrom source
systems andintegration
Datatransformationand synthesis
Data enrichment,with business logic,
hierarchical views Data discovery
via data mining
Data presentationand distribution
Data accessfor the masses
Integrate Analyze Report
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Extract Transform and Load(ETL)
Updated DTS environment
More trustworthy and reliable Development environment
Many out-of-the-box transforms
Extensible
Custom tasks
Custom enumerations
Custom transformations
Custom data sources
SQL Server Integration Services (SSIS)
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Business Perspective
Data in different systems needsto be connected and related
Reporting often requires lookingbeyond more than one system
IT Perspective
Provides the glue to connectsystems
SQL Server Integration Services (SSIS)
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OLAP engine / Cubes
Advanced business intelligence
KPI/Perspectives
Custom/limited aggregationsand semi-additive measures
Web services
Data mining in the platform
Integrated developer tools
SQL Server Analysis Services (SSAS)
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Business Perspective Multi-dimensional views of
information
Improved speed Slicing and dicing
IT Perspective Stores predetermined aggregations
Reduces reporting load ontransactional systems
SQL Server Analysis Services (SSAS)
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Reporting solution Report authoring,
management, delivery Visual Studio .NET
development environment
Report Builder
Integrates with SharePoint
Reporting Services
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Visual Studio .NET
For developers
Leverages .NET
Report Builder
End user reporting
Ad-hoc
Two Methods of Report Design
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DemoDemo
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SharePoint as a Platform
Single infrastructure
Multiple scenarios
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Core Services
Collaboration
Discussions
Calendars
E-Mail
Presence
Project Mgt
Offline
Operating System Services
Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security)
Database services Workflow servicesSearch services
Content Mgt
Authoring
Approval
Web Publishing
Policy & Auditing
Rights Mgt
Retention
Multi-Lingual
Staging
PortalMySites
Targeting
People Finding
Social Networking
Privacy
Profiles
Site Directory
Search
Indexing
Relevance
Metadata
Alerts
Customizable UX
BPM
Rich\Web Forms
Biz Data Catalog
Data in Lists
LOB Actions
Single Sign-On
BizTalk Integ.
BI
Excel Services
Report CenterKPIs
Dashboards
SQL RS\AS Integ.
Data Con. Library
Site Model
RenderingTemplatesNavigationVisual Blueprint
Storage
RepositoryMetadataVersioningBackup
Security
Rights\RolesPluggable Auth.Per ItemRights Trimming
Management
DelegationProvisioningMonitoringStaging
Topology
Config. Mgmt.Farm ServicesFeature PolicyExtranet
APIs
Fields\FormsOM and SOAPEventsDeployment
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Office 2007 Business Intelligence Investments
Excel client
Excel Services
Dashboards Key Performance Indicators (KPIs)
Filter Web Parts
Report Center/Report Library
Business Data Catalog (BDC)
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Excel 2007
Richer formatting
Improved pivot
Data connectivity
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Analysis Services Data Mining Add-Ins for Office 2007
Excel 2007 data mining add-in
Connect to OLAP environment
Perform data mining right in Excel
Visio data mining templates
Decision Tree
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DemoDemo
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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
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Excel Services How does it work?
Browser
Web rendering
Zero-footprint
Interactive
View and
Interact
Customapplications
Set & get spreadsheet values
Perform calculations
Retrieve full workbook file
Programmatic Access
Open snapshots
Open full spreadsheet
Excel 2007
Export/Snapshot into Excel
Spreadsheets stored in document libraries
Server calculation and rendering
External data retrieval and caching
Protect, Share & Reuse Spreadsheets
Publish
SpreadsheetsExcel 2007
Design and author
BI Abilities
Visualization
MOSS 2007
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Example 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
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Example Create spreadsheet in Excel 2007
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Example Connect Excel Web Access Web Part
Onlysho
wspublis
heds
heet
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DemoDemo
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The Report Center SharePoint 2007 Site Template
Repository for reports
Includes many features Sample KPIs
Dashboard Pages
Excel Web Access
Report Library
Report Calendar
Filter web parts
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SSRS Reports in SharePoint Report Library
SQL 2005 Service Pack 2
Report viewer web part Publish Reports to SharePoint
Leverage features of SharePoint
Versioning
Workflow
Etc.
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KPI Web Part
Displays KPIs in SharePoint
List
Detail
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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
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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
Text
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Allows user to enter a list of values
Manually entered into configuration
Good for hard coded situations
Authored List Filter Part
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Leverages the Business Data Catalog (BDC)
Allows user to search by entity in BDC
Good for filters requiring relational data
Business Data Catalog Filter Part
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Leverages current logged in user
Can utilize a user profile value for the current
user
Hidden on screen
Good for web parts that need a context of
My
Example My Orders would filter all orders in
another web part
Current User Filter Part
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Allows user to specify a date
Different types of defaults
Specific date
Offsets from today
Date Filter Part
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Sends value of query string parameter to web
part
User can define the parameter to pull from
Hidden except when in edit mode
Good for passing context
Query String Filter Part
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Leverages SQL Server 2005 Analysis
Services
User selects dimension
Great for reusing existing dimensions defined
in SSAS
SSAS Filter Part
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Business Data Catalog Expose Data to SharePoint
Custom Line of Business Data
Database or Web Services Can be used as metadata
Automatically provides lookup functions
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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
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Bringing it all together in SharePoint
Business Intelligence
Filters
KPIs
Excel Services
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What is PerformancePoint Server 2007?
Business analytics
Financial reporting
Consolidation
Planning
Budgeting
Forecasting
Scorecard management
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How is PPS Structured?
Planning Business Modeler
Excel Add-in
Dashboard Designer
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Q & AQ & A
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Resources Microsoft Business Intelligence Resources: http://www.microsoft.com/bi/
Microsoft SQL Server Data Mining Add-Ins for Office 2007:
http://www.microsoft.com/sql/technologies/dm/addins.mspx
PerformancePoint Server 2007:
http://office.microsoft.com/en-us/performancepoint/FX101680481033.aspx 2007 Microsoft Office System BI Integration with SQL Server 2005 (file download):
http://download.microsoft.com/download/c/5/9/c5955aa6-97e4-4b30-9b15-3d37e2be82e7/S
Microsoft SQL Server 2005 Reporting Services Add-in for Microsoft SharePoint
Technologies:
http://www.microsoft.com/downloads/details.aspx?familyid=1E53F882-0C16-4847-B331-132
Microsoft SQL Server Reporting Services (SSRS) - Installation/Configuration Guide forSharePoint Integration Mode (file download):
http://blogs.msdn.com/sharepoint/attachment/4194088.ashx
http://www.microsoft.com/bi/http://www.microsoft.com/sql/technologies/dm/addins.mspxhttp://office.microsoft.com/en-us/performancepoint/FX101680481033.aspxhttp://download.microsoft.com/download/c/5/9/c5955aa6-97e4-4b30-9b15-3d37e2be82e7/SQL%20Server%202005%20and%20Office2007%20Business%20Intelligence%20Whitepaper%20Jan312007.docxhttp://www.microsoft.com/downloads/details.aspx?familyid=1E53F882-0C16-4847-B331-132274AE8C84&displaylang=enhttp://blogs.msdn.com/sharepoint/attachment/4194088.ashxhttp://blogs.msdn.com/sharepoint/attachment/4194088.ashxhttp://www.microsoft.com/downloads/details.aspx?familyid=1E53F882-0C16-4847-B331-132274AE8C84&displaylang=enhttp://download.microsoft.com/download/c/5/9/c5955aa6-97e4-4b30-9b15-3d37e2be82e7/SQL%20Server%202005%20and%20Office2007%20Business%20Intelligence%20Whitepaper%20Jan312007.docxhttp://office.microsoft.com/en-us/performancepoint/FX101680481033.aspxhttp://www.microsoft.com/sql/technologies/dm/addins.mspxhttp://www.microsoft.com/bi/