See Beyond the Numbers - Data Visualization and Business Intelligence in SharePoint 2010

SEE BEYOND THE NUMBERS – SHAREPOINT DATA

VISUALIZATIONBI -- 400Chris McNulty

Quest Software

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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

©2011 Quest Software, Inc. All rights reserved. Confidential.

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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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Governance

• Follow me @cmcnulty2000 #spsaustx

• Today’s slide links

• Move fast, time is short!

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Agenda

• 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

• Denali Alerts and PowerView

• Summary / Resources / Q&A

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

The carousel paradox…

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Terms

• 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 (fka Project Dallas) – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)

• Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information

http://www.sqlazureservices.com/

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Complexity Levels of These Solutions

Time

Cost

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SharePoint BI Evolution

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.


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SharePoint Charting

• 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

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DEMO• Chart Web Part

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Excel Services

• 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

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PowerPivot

• “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

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PowerPivot

• 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

http://www.powerpivotgeeks.net/

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DEMO• Power Pivot

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Business Connectivity Services• 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

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SQL Server Reporting Services (SSRS)

• “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.

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PerformancePoint 2010• 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

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DEMO• Performance Point

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Mapping

• 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

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Mapping

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DEMO• Mapping• Self-service SSRS Maps

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Where is this?

For a prize!

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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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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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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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Self-Service Alerting – How it works

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Receiving alerts


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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Data Sources

PowerPivot v2 for SharePointServer, Services, and Components

WFE

Excel Web Access

App

Excel Calculation Services

Content

SQL

Excel Web Service

SharePoint Farm

MSOLAP

TCP

HTTP

Channel

PowerPivot Web Service

PowerPivot System Service

Analysis Services in VertiPaq Mode

PowerPivot Sys Svc Application Proxy

Client

Excel Calc Services Application Proxy

c2wts

User renders aworkbook

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DEMO• Self Service Alerting• Power View

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Climb Denali – You Can Do It! (upgrade, I mean…)

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Don’t Fall!

• CTP3 <> RTM!!!!• RC0 Available Now (http://bit.ly/s0DEsf)

• Infrastructure• NOT FOR PRODUCTION!!!!

• Must run SP2010 SP1

• Upgrade to PowerPivot v2 Excel

• Incompatible with Project Server 2010 (for now!) SSAS Cubes

• Alerts• Not intended for real-time notification

• Structured Data Feeds

• Power View• Requires PowerPivot v2

• Always On• Not click-click-OK!

http://bit.ly/s0DEsf

http://bit.ly/s0DEsf

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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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SummaryTechnology 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!

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BI Solutions in SharePoint 2010/SQL 2012

Printing or exporting

Visual Navigation

Large Datasets

Small Datasets

Mapping

Pivot

SQL Reporting Services

PerformancePoint

Excel Services

Chart Web Part

PowerPivot

SharePoint list

KPI / Status Indicator

Power View

Self Service

SSRS Alerts

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Resources - General

• From Microsoft:• SQL 2012: http://

www.microsoft.com/sqlserver/en/us/future-editions.aspx

• 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/

• From Quest • www.quest.com

• SharePoint Community www.sharepointforall.com

http://www.microsoft.com/sqlserver/en/us/future-editions.aspx

http://www.microsoft.com/sqlserver/en/us/future-editions.aspx

http://www.microsoft.com/bi/

http://sharepoint.microsoft.com/

http://blogs.msdn.com/sharepoint/default.aspx

http://blogs.msdn.com/b/bi/

http://www.quest.com/

http://www.sharepointforall.com/

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Resources: Mapping

•Bing Developer Center & Bing Maps Customer Gallery:• http://www.microsoft.com/maps/developers/

•Bing Maps Blog:• http://www.bing.com/community/blogs/maps/

•GIM International – online magazine of geomatics:• http://www.gim-international.com/index.php

http://www.microsoft.com/maps/developers/

http://www.microsoft.com/maps/developers/

http://www.bing.com/community/blogs/maps/



http://www.gim-international.com/index.php



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•Questions

•Contact Me

•SharePint Saturday – Gabriel’s Cafe

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Thank you…

• Chris McNulty

• Email [email protected]

• Blog http://blogs.kma-llc.net/microknowledge

• Twitter: @cmcnulty2000

• LinkedIn:http://www.linkedin.com/in/cmcnulty

• http://www.slideshare.net/kmallc/spsnh-data-visualization-in-sharepoint-2010

• Upcoming presentations

• February - SPS Philadelphia, Office 365 Saturday Redmond, SPTechCon San Francisco

• March - SharePoint Heartland Conference (OH), SharePoint Conference Australia, SharePoint Connections Las Vegas

• April - The Experts Conference San Diego

mailto:[email protected]

http://blogs.kma-llc.net/microknowledge

http://www.linkedin.com/in/cmcnulty

http://www.linkedin.com/in/cmcnulty

http://www.slideshare.net/kmallc/spsnh-data-visualization-in-sharepoint-2010



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