Business IntelligenceSharePoint Saturday, New Jersey

Susan Lennon, susanlennonmct@Hotmail.com Sr ConsultantMicrosoft Consulting Services

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Business Intelligence Agenda Introductions SharePoint 2010 and 2013 BI Features Demos Resources

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DiscoverOrganize

SHAREShare

SharePoint BI Features

Business Intelligence is the process by which you gain insight into a business by collecting data in a way that makes it easy for end users to understand and analyze the data to support business decision making.

Business Intelligence solutions are also known as decision support systems

The basic premise of a business intelligence solution is that something has to be measureable for it to be manageable.

Business Intelligence

What are Reports?A report is the presentation of data transformed into formatted and organized information according to specific business requirements

What is a Scorecard?

• A scorecard measures performance against goals.

• A scorecard displays graphic indicators that visually convey the overall success or failure of an organization in its efforts to achieve a particular goal.

BI Elements

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What are Key Performance Indicators or KPIs?A KPI is a metric that is tied to a target. The KPI usually represents how far away a metric is from its pre-determined target.

What are Indicators?Indicators, sometimes called icons, are graphical elements that give visual cues about performance.

What is a Dashboard?A dashboard is a container for various types of reports, including scorecards. Visual displays of information needed to achieve one or more objectives

BI Elements

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Visual Data Exploration - Decomposition trees allow data explorationNew in SharePoint 2010Available by right clicking data in browser (Analyze -> Decomposition Tree )

Allows filtering\expanding across dimensionsAllows faster and more relevant visualization of data

BI Elements

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Excel ServicesSharePoint Status IndicatorsChart Web PartsVisio ServicesAccess ServicesPerformance Point and SQL Server Reporting Services

SharePoint 2010 BI Tools and Applications

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SharePoint 2010 BI ArchitectureSharePoint 2010 Enterprise Features

• CHART Web Parts makes it easy to view Performance information at a glance.

• CHART Web part are Quick and Easy to create

• Chart Web Part can connect with various Data Sources• Can Connect to another Web Part• Connect to a SharePoint List• Connect to BCS and Excel Services

• Familiar Chart Types are supported• Bar Chart, Area, Line, Pie, Bubble Chart, Financial,

Radar, Range, Boxplot, Funnel, Pyramid and Error Charts

SharePoint 2010 Chart Web Part

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Business Intelligence – SharePoint 2013

Explore Visualize ControlEasily combine data from any source to create fully interactive reports and insights with guided exploration

Visually discover and share insights for collaborative decision making across the organization

Manage self-service BI with control & compliance for end user created assets

Explore

Combine and analyze large datasets

Summarize data and discover trends

Instantly preview charts and pivot tables

Model analytical requirements from various data sources

Define relationships, hierarchies and KPIs

Get suggestions on chart types based on your data

Preview your graphs, formatting and KPIs

Analyze trends and timelines

Quickly navigate through your data

VisualizePerform interactive data exploration

Share reports with your colleagues

Work together to make decisions on dashboards

Fine tune your reports with chart and view filters

Visualize your insights with interactive charts

Share your Excel workbooks in the web

Use slicer targets to optionally filter dashboard items

Interact with your workbook with all of the rich features of the Excel client in the browser

Preview reports for quick reference

Search for reports and expertise

ControlConsolidate and simplify management

Manage spreadsheet integrity and compliance

Manage your BI assets with powerful tools

Simplify IT tasks with centralized settings

Assess your workbook for errors and risks

Track changes for regulatory compliance

Excel Interactive ViewExcel Interactive View is a new technology, powered by Excel Services, that generates Excel table and chart views on-the-fly, in the browser, from an HTML table hosted on a web page

Power BI for Office 365

Summary

Resources 2010 BI Architecture: http://technet.microsoft.com/en-us/library/ff475895(v=office.14).aspx

Excel Services 2010: http://technet.microsoft.com/en-us/library/ee424401(v=office.14).aspx

2010 Enterprise Features: http://technet.microsoft.com/en-us/library/cc261946(v=office.14).aspx

New in 2013: http://technet.microsoft.com/en-us/library/jj542395.aspx

SSRS and SP 2010: http://technet.microsoft.com/en-us/library/ff945790(v=office.14).aspx

Changes from 2010 to 2013: http://technet.microsoft.com/en-us/library/ff607742.aspx

2013 BI Center: http://

office.microsoft.com/en-us/sharepoint-server-help/getting-started-introduction-to-the-business-intellig

ence-center-HA101809949.aspx

Create a BI Center: http://

office.microsoft.com/client/15/help/preview?AssetId=HA104046016&lcid=1033&NS=SPOStandard&V

ersion=15&CTT=5&origin=HA104046017

Excel Services: http://technet.microsoft.com/en-us/library/jj219751(office.15)

Create PPS Connection: http://technet.microsoft.com/library/ff191196.aspx

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Resources Create PivotTable:

http://office.microsoft.com/client/15/help/preview?AssetId=HA102897373&lcid=1033&NS

=SPOStandard&Version=15&CTT=5&origin=HA102772329

BI Scenario for 2013: http://technet.microsoft.com/en-US/sharepoint/fp142398

PPS Overview: http://technet.microsoft.com/en-us/library/ee424392(office.15)

SSRS Overview: http://technet.microsoft.com/en-us/library/ms159106(sql.110)

Visio Services Overview: http://technet.microsoft.com/en-us/library/ee663485(office.15)

2013 Demos: https://www.microsoftofficedemos.com/Overview.aspx

Power BI for Office 365: http://

blogs.office.com/b/office-news/archive/2013/07/08/announcing-power-bi-for-office-365.asp

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Princeton SharePoint user groupDifferent SharePoint discussions

each month on various topics. Announced on meetup.com

Meets 4th Wednesday of every month

6pm – 8pmInfragistics Office 2 Commerce Drive, Cranbury, NJhttp://

www.meetup.com/princetonSUGhttp://www.princetonsug.com

Thank You Event Sponsors

• Platinum & Gold sponsors have tables here in the Fireside Lounge

• Please visit them and inquire about their products & services

• To be eligible for prizes make sure your bingo card is signed by all Platinum/Gold

Demos