Business Intelligence from data to presentation

Leonard Mwangi MCDBA, MCST

Partner/Principal Consultant

e Tek Global Inc.

Quick Survey How many are using SQL Server

> 2005? 2008? 2008 R2?

How many are using SharePoint 2003? 2007? 2010?

How many are using Microsoft Office 2003? 2007? 2010?

SQL Server tools Reporting Services Analysis Services

Multi-Dimensional Data Data Mining

Microsoft SharePoint 2010Collaboration platform

Communities

Search

Sites

Composites

ContentInsights

Connect and Empower People

Cut Costs with a Unified Infrastructure

Rapidly Respond to Business Needs

Objectives & Goals Objectives

BI as a solution overview Funneling data sources Benefits of BI platform Mitigating data risks in BI SharePoint Server 2010 SSRS/SSAS & SharePoint Excel Services PowerPivot (Excel & SharePoint 2010) PerformancePoint 2010 Visio Services BI Indexing Connectors

Goal BI understanding Manage & Administer BI environment Create a usable BI solution

Decision makers

20%

80%

Business Intelligence tools

Uses UseNots

Desktop analysis tools Server analysis & Collaboration tools

Data sourcesScorecards

Slide decks

Meetings

Analytic applications

Presentations

Financial reports Dashboards

Webcasts

Charts and graphs

Internet

Project plans

Documents

Spreadsheets

Intranet

Blogs

Portals

RSS feeds

Television reports

MagazinesNewspapers

IM/chatEmail

Data does not exist in your Line of Business (LOB) or Enterprise Resource Planning (ERP) Systems.

Decision makers IT guys

Information Workers Competitor Intel’ Officer (CIO)

Decision Support System

Risks evinced by the IW’s Solution governance Data Oversight

Who’s using it Where is it coming from Where is it going

Data Insight - Compliance - Security - Availability

Being on IW’s team

Managed Self-Service BI Access accurate data sources Great user experience Provide reusable solutions

Building a BI SolutionData driven aurhoring:ExcelVisioDashboard DesignerSQL Server Report Builder

BI Platform

BI Stack Tool Scenario

SQL Reporting Services (SSRS)

Create & process custom reports

SQL Analysis Services (SSAS)

Design, create, and manage multidimensional structures containing detailed and aggregated data from multiple data sources.

SharePoint 2010 Provides a one stop presentation layer for your BI Stack

MS Excel 2010 IW data collection, manipulation and analysis

Excel Services Share excel workbooks with large number of users.

PowerPivot Load large datasets of heterogeneous data into excel.

PerformancePoint Services (PPS)

Dashboards, scorecards, KPI’s

Visio Services Visual representation of business structure bound by data.

Benefits of Microsoft BI Platform

Data entry to a centralized data model like SSAS – Supported by RDBMS

Data level security Every day tools/applications MS Excel SSAS & Excel integration for ad hoc capabilities, data entry Centralized storage Data aggregation can be time consuming. Reusable data collection. Business rules easily enforced.

SSAS 2008 R2 Good-ol’ data mining and super powerful aggregation tool Very intuitive top-down analysis of large quantities of data

SSRS 2008 R2 Reports generation tool. Interactive, tabular, graphical or free-form reports from different

data sources. Role based

IW Utilize Report Builder 3.0 Analysts Utilize Report Builder 3.0/ SQL Server BIDS Developers BIDS, API’s, Web Services

Integrated with SharePoint Native mode

Outside SharePoint Web Parts to view reports (Report Explorer & Viewer)

SharePoint Integrated mode SharePoint managed Connect to other web parts

SQL Server & SharePoint SQL Server 2008 R2 – offers Self-Service BI Capabilities through

Integration with SharePoint Products.

Reporting Services (SSRS) – Can run in SharePoint integrated mode for reports deployment.

Analysis Services (SSAS) requires SharePoint 2010 integration through MS SQL Server PowerPivot for SharePoint.

Microsoft SharePoint 2010Insights

Excel Services Excel Services w/ PowerPivot BI Center Calculated KPI’s Chart Web Parts Dashboards Data Connection Lib Decomposition Tree PerformancePoint Services Visio Services

Communities

Search

Sites

Composites

ContentInsights

Excel Services 2007 Second generation of excel services

MS Office Excel 2007

Excel 2007 Client

Customapplications

Browser Rendering (EWA)

Web ServiceAccess

Open Spreadsheet

View & interact

Author and Publish Spreadsheets

Excel Services 2010

MS Office Excel 2010

Excel

Customapplications

Browser Rendering (EWA)

Web ServiceAccess

REST API

Download a copyOpen for Edit

View & interact Create, edit

Author and Publish Spreadsheets

PowerShell for Administration Browser look & feel Scalability for large implementations SharePoint trusted OOB w/ Data refresh

Demo Excel Services 2010 Excel Services REST Excel Web App

PowerPivot for ExcelLarge scale of data into an excel workbook (.xlsx file)Multiple data sources merged into excel file,

PowerPivot data relationship layer treats it as a single data source.

Using In-Memory BI (IMBI) database IMBI database architecture known as VertiPaqEverything running of Memory no I/OPowerPivot part of excel. – Converts .xlsx file into XML

Files.Free download for Excel 2010

PowerPivot for SharePoint Works with Excel Services Makes it possible to render PowerPivot workbooks in SharePoint. Users cannot edit PowerPivot data in browser mode Can be scaled to run on a dedicated server in a farm.

How it works

PowerPivotWorkbook

Non-PowerPivotData Excel

Excel Services SharePoint manages

Processing, Compression & Memory mgmt.

PowerPivot for SharePoint Architecture

Demo PowerPivot for Excel PowerPivot for SharePoint

Visio Services Share Diagrams in SharePoint• Visualize business intelligence with Visio diagrams• Diagrams can be viewed without having Visio client installed• Full Fidelity rendering with Silverlight, or PNG

Connect Diagrams to Data• Use data graphics to build front ends for real-time business

intelligence solutions• Diagrams can be connected to various Data sources

Build Dashboards• Use Web Part Connections to integrate with other SharePoint

Web parts• Use the Mashup API to fully customize dashboards and

manipulate data

Demo Visio Services

PerformancePoint Services (PPS) Dashboards

SharePoint dashboard deployment Filters Scorecards, report views Rich analytical visualization Decomposition tree

Data Sources SSRS, SSAS, SQL, Excel Services,

PowerPivot and SharePoint lists Extensibility Security managed by SharePoint PPS Contents stored in SPS Content DB. Click once windows app for creating dashboards.

Demo PerformancePoint Services

Q & A session

Resources

http://technet.microsoft.com/en-us/library/cc179167.aspx#BKMK_WhatsNew – Excel 2010

http://msdn.microsoft.com/en-us/library/ms170438.aspx -- Reporting Services

http://sharepoint.microsoft.com/en-us/buy/Pages/Editions-Comparison.aspx --SPS features

http://sharepoint.microsoft.com/en-us/buy/Pages/Licensing-Details.aspx - SPS licensing

http://www.microsoft.com/downloads/en/details.aspx?displaylang=en&FamilyID=f81e39be-abd3-4b71-9b60-21cfb9761fc9 -- BI indexing Connector

http://technet.microsoft.com/en-us/library/ff394320.aspx -- BI Tool

Email:- leonard.mwangi@etekglobalinc.com

Site:- www.etekglobalinc.com

Blog:- www.geekswithblogs.net\leonardm

LinkedIn:- http://www.linkedin.com/in/lmundia

Twitter:- @lmundia

Thank you for coming