Post on 15-Jan-2015
description
SHAREPOINT 2010 BUSINESS
INTELLIGENCE
Bringing it All Together
What is Business Intelligence?
Any information that pertains to the history, current status or future projections of a business organization
Systems that provide directed background data and reporting tools to support and improve the decision-making process
The Three Stages of Business Intelligence
1. Organizing, cleansing and collecting data
2. Delivering the data in a consistent and appropriate, meaningful and easy-to-use format
3. Using the data to make effective decisions
Stage 1: Organizing Data
Use Business Intelligence Studio (BIDS) to create SSAS databases
Cubes: The basic unit of storage and analysis in Analysis Services
Dimensions: a category for analyzing business data, ex: States,Cities
Measures: column in a table that you'd like to analyze, ex: sales
OLAP (Online Analytical Processing)Precalculates and stores aggregates in SSAS databases
Stage 2: Delivering Data
A team effort – need at least business analyst with a good knowledge of data warehouse
Design of dashboards critical – consult a web designer if possible
Establish governance rules upfront – only stored procedures, all connections in libraries, etc.
Enlist business power users to manage rights of BI objects
Test user acceptance at draft stage
The Business Intelligence Market
Business Intelligence Product Market Share 2009
Business Objects, acquired by SAP 24%
SAS, still independent 14.6%
Hyperion, acquired by Oracle 14.6%
Cognos, acquired by IBM 11.3%
Microsoft, which acquired Pro Clarity and rebranded it as Performance Point
7.7%
TOTAL 72.2%
By 2014 the total sales of BI products is expected to hit $12bn
Microsoft SharePoint 2010The business collaboration platform for the Enterprise and the Web
Connect and Empower People
Cut Costs with a Unified Infrastructure
Rapidly Respond to Business Needs
Communities
Search
Sites
Composites
ContentInsights
SharePoint 2010 BI Pros Less expensive than other solutions—free
with Enterprise version of SharePoint 2010 Completely customizable and extensible
with .NET and Silverlight Good support from Microsoft premier support Brings together your entire environment Offers users more “self-service” options Is “embedded” with SharePoint rather than
separate
SharePoint 2010 BI Cons More work to get started—have to build or
purchase a risk analysis application (like ProViz XL IRM), for instance, while other products offer this OTB
SharePoint 2010 setup and admin requires senior IT support
Requires SharePoint Enterprise license Need to be a entirely Microsoft shop to reap
the full benefits New kid on the block
When to Use SharePoint BI?
When your organization is looking for a long term solution
When you are an all-Microsoft shop When flexibility and extensibility are
paramount concerns When your users make extensive use of
Excel for modeling critical data When delivering data worldwide is important
What Comprises SharePoint BI?
Excel Services PowerPivot for Excel 2010 Performance Point SQL Server Reporting Services Office Web Apps Visio Graphic Services Business Connectivity Services
The following services are the primary SharePoint Business Intelligence services
Supporting BI Services
Enterprise Search Secure Store Service Metadata Service Usage Data Collection Web Analytics State Service
The following services play a supporting role in SharePoint Business Intelligence services
Other SharePoint BI Elements
SQL Server 2008 R2 Analysis Services – for OLAP cubes
Business Intelligence Studio – for report and cube creation
Report Builder – for report creation by business users
Dashboard Designer – the client part of Performance Point
SharePoint Designer 2010 – for Business Connectivity connections, etc.
SharePoint BI Brings it All Together
SharePoint
Web Apps
SQL Analysis Services
SQL Reporting Services
Excel Spreadsheets
BCS – other Business Data
SQL PowerPivot
Perf Point Dashboards
Visio Diagrams
SharePoint Data
Functional ViewPoint
SharePoint BI Brings It All Together
BUSINESS USER EXPERIENCE• Excel 2010 with PowerPivot• Visio Diagrams
BUSINESS COLLABORATION PLATFORM• Excel Services with PowerPivot• Performance Point, Business Connectivity
INFORMATION PLATFORM• Data Warehouse• Analysis Services, Reporting Services, Integration Services
Structural Viewpoint
SharePoint 2010 BI Architecture
Software Viewpoint
SharePoint 2010 BI Deployment
Many interdependent services Must use Kerberos authentication for full,
secure, data accessRead and use 177-page white paper “
Configuring Kerberos Authentication for Microsoft SharePoint 2010 Products”
Must TEST connections to external data – make sure you can refresh successfullySQL databasesSQL Server OLAP cubesOther data sources
Service Applications Benefits No longer a separate SSP website
SAs managed via Central Administration
Pick and choose the services you use If you don’t need a service, don’t add it
Web applications can consume services on an individual basis Each Web application can use any combination of all available SAs
Service Applications may be organized into groups called Proxy
Groups
Deploy multiple instances of the same SA Just give each one a unique name
Reuse SA instances across multiple Web applications in farm
Service Model – Architectural View
Service: Actual program (binaries) deployed to servers in farm
Service Application
Service Proxy Service Proxy
Web Part, Pages(Service
Consumer)
*.SVC’s, PowerShell Cmdlets(Service Consumer)
Service Machine Instance: Actual instance of the running service binaries on a server
Service Application: Configuration of the service in a farm
Service Application Proxy:Reference to the Service Application
Service Consumer: Bits that utilize the service’s logic
What is a Service Application? Service Application: A configured logical instance of a
Service
Provides data or computing resources
Exposes administrative interfaces
Uses resources Service Database
Application Pool
Service Instances: Running physical instance of a service
Contains the configured user accounts the server will run as
Contains connection details for the configured databases
utilized by the service Could be non-SharePoint schema databases … ie: custom DBs
How is a Service Application Used?
Features, such as web parts, on a Web App use Service Applications
Web application SA Proxy Service ApplicationA Service Application Proxy connects a Web App to a
Service appAssociations determined by administrators, can be
changed any timeConnections can be managed individually or in groups
(‘Service Application Proxy Group’)
Service Application Proxy A proxy is a virtual entity that connects Web
applications to service applications
Consumers interact with the service via proxies
Installed on the WFE servers
Associated with a service application
Knows how to connect to the service on the app servers via WCF services
Talks to a round-robin load balancer when the service is installed on multiple app servers
Service Application Proxy Groups A proxy group is a group of Service Application
proxies that are selected for a web application By default, all SA proxies are included in the default
proxy groupYou can remove them from the default group
When you create a web app you can:select the default proxy groupcreate a custom proxy group by selecting which SA proxies
should be included
External Data Sources
Excel Services Architecture
REST APIExcel Web Services
Excel Web Access
JSON
W E B F R O N T E N D
OracleOLAP
SharePoint Content Database
XLSX / b / m
User-Defined
FunctionsExcel Calculation Service
A P P L I C A T I O N S E R V E R
Excel Proxy (connector-part of Excel Service Application)
Excel Deployment: Let's Get Real Web applications must use Kerberos
authentication, add SPN on app pool accounthttp/WFE and http/WFE.mydomain.com
Create Excel Calculation Services SPN on Application Pool identity accountHTTP/appservername
Start Excel Calculation Services on APP server
Add and configure Excel Service Application
SharePoint 2010 Authentication
Excel Deployment (continued) Start Claims to Windows Token Service on
APP serverCheck to make sure its running as “Local System”
in Central Admin/Security Install SSAS on SQL Server
Create SPN for SSAS service account, MSOLAPSvc.3/sqlservername
Configure constrained delegationOn APP server, add SSAS service accountOn Excel service account, add SSAS service
account
Excel Services Limitations Supported and Unsupported Features
http://msdn.microsoft.com/en-us/library/ff595319.aspx
Differences between using a workbook in Excel and Excel Serviceshttp://office.microsoft.com/en-us/excel-help/differences-between-using-a-workbook-in-excel-and-excel-services-HA010021716.aspx
PowerPivot Deployement
Install PowerPivot for “existing” farm from SQL Server 2008 DVD on APP server
Deploy powerpivotwebapp.wsp solution to each web application that will run PowerPivot
Create a PowerPivot service application Install Secure Store and configure unattended
service account (you really should use Kerberos)
Activate PowerPivot feature on site collections
http://msdn.microsoft.com/en-us/library/ee210616.aspx
Demo of Excel Services setup
Demo of Excel Services in Action(create data connection)
PowerPivot Demo(show in Excel 2010 and
publish to PowerPivot Gallery)
Report Server Demo(show internet sales and
connection to stored procedure)
PPS Architecture
Dashboard Designer Download
Visio Services, At a Glance“Data-Driven Diagrams in SharePoint”
Data Source
1 hour later… Top Features:Diagrams all live in SharePoint Diagrams viewable in the
browserDiagrams created once onlyDiagrams containing data
graphics are refreshableDiagrams give data context and
improve insights into the state of a system
FAST BI Indexing Connector Add-in to FAST Search Server for SharePoint Query and Crawl XLSX/XSLM and RDL
reports Dedicated Reports tab Use filters to refine and narrow results BI Search identifies Table, Pivot Tables, and
Chart Data Crawls data not visible in report using data
connection
Detailed Report Information
Location of Search Term
Find Similar Reports
Report Preview
SO! How do I Get Started?
Watch Videos Microsoft BI Resource Center
http://technet.microsoft.com/en-us/sharepoint/ee692578.aspx
Two important Twenty-Six New York videos:http://www.26ny.com/content/5.1_articles.html#articles_webcasts
1. How does the Microsoft BI Stack . . .Stack UP?An excellent review of all the BI software products out there and how they compare to Microsoft BI.
2.Rapid BI Dashboard DevelopmentA great demo of Performance Point Dashboard Designer showing the full power of this tool
Do Some Tutorials
Excel Services Tutorial – Is It Working?http://www.sharepointmonitor.com/2010/02/getting-started-with-the-sharepoint-2010-excel-services/
PowerPivot Tutorial for Excel 2010 http://technet.microsoft.com/en-us/library/ee835510.aspx
Reporting Services Tutorials http://msdn.microsoft.com/en-us/library/bb522859.aspx
SQL Server Analysis Services Tutorialhttp://technet.microsoft.com/en-us/library/ms170208.aspx
Create a Sales Dashboard in PPShttp://technet.microsoft.com/en-us/bi/ff643005.aspx
SharePoint 2010 BI Resources Choosing a Business Intelligence Tool
http://technet.microsoft.com/en-us/library/ff394320(office.14).aspx Excel Services 2010 Overview
http://technet.microsoft.com/en-us/library/ee424405(office.14).aspx Office Web Apps
http://technet.microsoft.com/en-us/library/ee855124(office.14).aspx PowerPivot for SharePoint
http://technet.microsoft.com/en-us/library/ee210682(SQL.105).aspx PerformancePoint Services Planning
http://technet.microsoft.com/en-us/library/ee681486(office.14).aspx Reporting Services & SharePoint Integration
http://technet.microsoft.com/en-us/library/ee210649(SQL.105).aspx Visio Services Planning
http://technet.microsoft.com/en-us/library/ee663482(office.14).aspx
Thank you sponsors!!
Remember to fill out your evaluations for your chance to win cool prizes
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Also Some Books1 Typemock Isolator LicenseA 2-5 Day Course from SetFocus on SharePointTelerik RAD Controls Set1 DeliverPoint WFE 2010 license (Worth $1500)1 BCS Meta Man license (Worth $1200)1 Lightning Conductor 2010 WFE license (Worth $800)1 Lightning Storm Forums license. (Worth $600)