Welcome to the May 5
Nebraska SharePoint User Group
Welcome to the th May 5 , 2009 Session
www.SharePointNE.com Nebraska SharePoint User Group
Agenda
- Introductions • What is BI?
- The Microsoft BI Stack • Dashboard Demos • Third Party Tools • Questions • Drawings
Introductions
MCTS PerformancePoint
- Jeff Zakrzewski
- – BI Practice Lead
- Scott Hanssen
- – BI Senior Engineer
MCSD.Net, MCITP BI, MCTS PerformancePoint, MS VTS
- Malinda Jepsen
- – BI Architect
Nebraska SharePoint User Group
Nebraska SharePoint User Group
Business Intelligence Technologies “Formal” BI “Informal” BI Database-based BI File/Document-based BI 80% of
80% of the data the work
- SQL • OLAP • Spreadsheets • Management Reports • ETL • Production Reporting • Presentations • Process Diagramming • Data Mining • Process Integration • Desktop DBs • General-purpose Analysis
DBAs Analysts
IWs
- Lots of different technologies
- Lots of different user tools and requirements
- How do you bring it all together and make sense for users?
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Dashboard Paradigm Nebraska SharePoint User Group
The “iceberg” effect BI Applications 90% of the Glory!
Dashboards, Scorecards & Reports
Backend Data Source SystemsRequirements by Business Process
Data Lineage90% of the Work! ETL Processing
Data Warehouse / Data Marts
Cubes Security Architecturewww.SharePointNE.com Nebraska SharePoint User Group
A Performance Management Angle
- 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)
From “Me” to “Team”
Nebraska SharePoint User Group www.SharePointNE.com Richer modeling with unlimited data Create more visual analytics with slicers Publish content with rich interactivity Take information offline
Nebraska SharePoint User Group
Analytic Charts and Grids
- Interactive • What is the story?
Reports and Gauges
Nebraska SharePoint User Group
Scorecards Nebraska SharePoint User Group Presentation A Composite Application Where Formal, Informal, Operational, and Analytic Meet Data Structure
- Web parts Flexible user Different types of information
- experience Live data
- Find info quickly Databases Filtered data
- Composition of Documents • Lists and libraries information
- Web information Contextually • Find and add new
- Data access driven information
- Data management
www.SharePointNE.com Nebraska SharePoint User Group
Nebraska SharePoint User Group www.SharePointNE.com
Nebraska SharePoint User Group
Self-Service access & insight Data exploration & analysis Predictive analysis
Dashboards & Scorecards Excel Services Web based forms & workflow Collaboration Enterprise Search Enterprise Content Mgmt LOB data integration
DATA INFRASTRUCTURE & BI PLATFORM
Analysis Services (OLAP) Reporting Services Integration Services (ETL) Data Mining Data Warehousing Nebraska SharePoint User Group
Source Data Warehouse Tables
Consolidate (ETL) Integration Services
Analysis Services
Users Reporting Services
PerformancePoint 2007
Office 2007 SharePoint 2007 Cubes
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Common SharePoint Features from a BI Perspective
- Excel Services • Report Center/Report Library • Dashboard Pages • Filtering Data • Business Data Catalog (BDC)
- Key Performance Indicators (KPI’s) in SharePoint
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?
- Web rendering
- Zero-footprint
- Interactive
Publish View and Browser Excel 2007 Spreadsheets Interact
- Design and author
- BI Abilities • Visualization Programmatic Access
MOSS 2007 Protect, Share & Reuse Spreadsheets
Custom
- Spreadsheets stored in document libraries
applications
- Server calculation and rendering
- External data retrieval and caching >Set & get spreadsheet values
• Perform calculations
- Retrieve full workbook file
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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The Report Center
- SharePoint 2007 Site Template • Repository for reports
- Includes many feat>Sample KPI’s
- Dashboard Pages • Excel Web Access • Report Library • Report Calendar • Filter web parts
Dashboard Pages in the Report Center
- SharePoint page
- Create individual dashboards
- Contains a number of different p
- Content Editor • Contact Details • Filter Actions • Excel Web Access • KPI
- Summary Link
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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
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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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
- – Manually entered
KPI Web Part
- Displays KPI’s in SharePoint
List Detail
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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??? PerformancePoint Services in SP 2010 Nebraska SharePoint User Group
PPS Monitoring
- 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
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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
- – Import Analysis Services 2005 KPIs into scorecards
SQL Server Reporting Services Browser Office Custom Application
Security Services
XML Web Service Interface (NT, Passport, Data Sources
Custom) (SQL, OLE DB, XML/A, ODBC, Oracle, Custom)
Report Server Data Processing Rendering Report Processing
Scheduling & Delivery
Security
Output Formats (HTML, Excel, PDF, Custom)SQL Server Catalog Delivery Targets (E-mail, SharePoint,
Custom)
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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
- Query designers for multiple data sources including a Microsoft SQL Server-specific query designer
Nebraska SharePoint User Group www.SharePointNE.com
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
- And more…
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
Business Perspective
Data in different systems needs to be connected and related Reporting often requires looking beyond more than one system
IT Perspective
Provides the glue to connect systems
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SQL Server Analysis Services (SSAS)
- OLAP engine / Cubes • Advanced business intelligence
- – KPI/Perspectives
- – Custom/limited aggregations and semi-additive measures
• Integrated developer tools
- Business Perspec>Multi-dimensional views of information
- Improved speed
- Slicing and di>IT Perspective
- Stores predetermined aggregations
- Reduces reporting load on transactional systems
Nebraska SharePoint User Group
Source Data Warehouse Tables
Consolidate (ETL) Integration Services
Analysis Services
Users Reporting Services
PerformancePoint 2007
Office 2007 SharePoint 2007 Cubes
Nebraska SharePoint User Group www.SharePointNE.com
Nebraska SharePoint User Group
How ? Nebraska SharePoint User Group
Break it down
Filters Scorecards Charts Grids Reports Gauges www.SharePointNE.com
Nebraska SharePoint User Group
Demo Nebraska SharePoint User Group www.SharePointNE.com
Nebraska SharePoint User Group
Nebraska SharePoint User Group
SharePoint Integrated BI Products
- Business Objects
- – XI SharePoint Portal Integration Kit
- IBM/Cognos
- – QueryVision Web Parts for IBM Cognos 8
- MicroStrategy
- – Portlets via Portal Integration Kit
- Others…
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www.HeartlandBI.com Nebraska SharePoint User Group www.SharePointNE.com
Nebraska SharePoint User Group
Nebraska SharePoint User Group www.SharePointNE.com