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

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