See Beyond the Numbers - Data Visualization and Business Intelligence in SharePoint 2010
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SEE BEYOND THE NUMBERS – SHAREPOINT DATA
VISUALIZATIONBI -- 400Chris McNulty
Quest Software
• Please turn off all electronic devices or set them to vibrate.• If you must take a phone call, please do so in the hall so as not
to disturb others.• Open wireless access is available with no password• Feel free to “tweet and blog” during the session• Thanks to our Title Sponsors:
Thank you for being a part of the first SharePoint Saturday Austin
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©2011 Quest Software, Inc. All rights reserved..
Chris McNulty• SharePoint Strategic Product
Manager at Quest Software
• 10+ years with SharePoint
• 20 years consulting (led KMA SharePoint practice) and financial services technology (Santander, John Hancock/Manulife, GMO, State Street)
• MBA in Investment Management from Boston College
• Write and speak often on Microsoft IW technologies (blogs & books)
• MCSE MCTS MSA MVTSP MCC
• Hiking, cooking, playing guitar, colonial history, photography
• My family: Hayley, three kids (17, 8, 5) and my dog Stan
©2011 Quest Software, Inc. All rights reserved. Confidential.
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©2011 Quest Software, Inc. All rights reserved..
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AmericasEMEAAPJa
Sales/MrkgR&DSupport
178 CountriesAll VerticalsGlobal 200SMB
Database, Monitoring, Data Protection, User Workspace/Virtualization, Windows (SharePoint, AD, Messaging), Identity Mgmt
60 Offices, 3 HQs
3600+ Employees
100,000+ Customers
Quest Market Presence
Multiple Business Lines
©2011 Quest Software, Inc. All rights reserved. Confidential.
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©2011 Quest Software, Inc. All rights reserved..
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©2011 Quest Software, Inc. All rights reserved..
Governance
• Follow me @cmcnulty2000 #spsaustx
• Today’s slide links
• Move fast, time is short!
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©2011 Quest Software, Inc. All rights reserved..
Agenda
• Goals, Terms & Surrounding Technology
• Complexity Levels of These Solutions
• Technology Overview and Demos• Simple List and Chart
• Excel Services
• Power Pivot
• BCS & SQL Server Reporting Services (SSRS)
• Performance Point 2010
• Mapping
• Denali Alerts and PowerView
• Summary / Resources / Q&A
Goals for BI Design• Answering the known
questions about our business
• Allowing users to self-discover patterns and answers to questions we haven’t yet been asked
The carousel paradox…
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©2011 Quest Software, Inc. All rights reserved..
Terms
• BCS – Business Connectivity Services
• SSRS – SQL Server Reporting Services
• Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services
• Windows Azure DataMarket (fka Project Dallas) – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)
• Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information
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©2011 Quest Software, Inc. All rights reserved..
Complexity Levels of These Solutions
Time
Cost
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©2011 Quest Software, Inc. All rights reserved..
SharePoint BI Evolution
Chart Web Part
Excel Services• Excel Web
Access• PowerPivot
Enabling technologies• Business
Connectivity Services
• SQL Reporting Services
• Pivot• Azure
DataMarket
Performance Point• Dashboards• Analysis
Services
Custom Solutions• Mapping• Web Parts• Etc.
©2011 Quest Software, Inc. All rights reserved. Confidential.
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©2011 Quest Software, Inc. All rights reserved..
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SharePoint Charting
• Native to SharePoint (Web Part)
• Code-free solution – uses web part and native lists
• Data sources• Other Lists (Site Collection)• BCS/Business Data Catalog• Excel Services
• Standard Types• Bar, Area, Line, Bubble, Financial, Pie,
Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid
• Typical use - quick visualization of SharePoint data
• Quick tip – use the wizard
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©2011 Quest Software, Inc. All rights reserved..
DEMO• Chart Web Part
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©2011 Quest Software, Inc. All rights reserved..
Excel Services
• World’s #1 BI tool
• Render data, charts, interface using native Excel components (e.g. Slicers) without Excel 2010 on all clients
• Data stored in Excel; SharePoint hosts a presentation layer using Excel Services
• Native SharePoint Status Indicators (KPIs) • Can also work with lists
• Use when users are skilled in Excel modeling and charting and data lives in spreadsheets
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©2011 Quest Software, Inc. All rights reserved..
PowerPivot
• “Project Gemini” – host 1-10MM row datasets
• Excel and SharePoint components
• Data doesn’t live in spreadsheet
• Released with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine
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©2011 Quest Software, Inc. All rights reserved..
PowerPivot
• Like Excel Web Access except underlying data can be sourced from:• SQL, Analysis Services Cube, SSRS Report
• Access
• Power Pivot/Excel
• Data Feeds (XML, Atom, Azure, WCF OData, Dallas)
• Oracle, Teradata, Sybase, DB2
• ODBC
• Text files
• Excel optimized to handle data management and memory cache locally
• SharePoint builds cache and optimizes for server web access
• Use when Excel modeling skills are high but data is too large or too heterogeneous to keep in multiple Excel spreadsheets
• Quick tip: www.powerpivotgeeks.net
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©2011 Quest Software, Inc. All rights reserved..
DEMO• Power Pivot
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©2011 Quest Software, Inc. All rights reserved..
Business Connectivity Services• Read write access to external
data sources in SP2010 (aka Business Data Connectivity)
• Pull data into SharePoint
• Push data into external sources
• Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas)
• Configured in SharePoint Designer 2010
• Republish data to consuming applications (e.g. Outlook 2010)
• Use when key data lives outside SharePoint direct control – e.g. accounting systems
• Quick tip: Secure Store Service is needed
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©2011 Quest Software, Inc. All rights reserved..
SQL Server Reporting Services (SSRS)
• “Code free” integrated solution (with SQL 2008 R2)• (can also use Business Intelligence
Developer Studio)
• SharePoint integrated mode preferred
• Export contents to Excel, Word, etc.
• Reuse in SharePoint and Performance Point Dashboards
• Use when some reports are printed, multipage, etc.
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©2011 Quest Software, Inc. All rights reserved..
PerformancePoint 2010• Dashboard Designer (browser
downloadable)
• Integrates Excel Services, SSRS, and Performance Point Elements
• Sophisticated self service modeling via Decomposition Tree
• Ideal for SSAS but also work with standard data sources (lists, SQL)
• Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards
• Use when data structures are stable and modeling skills are at least moderate (dimensions, facts)
• Quick tip: don’t fear SSAS! If you have Project Server you already have cubes
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©2011 Quest Software, Inc. All rights reserved..
DEMO• Performance Point
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©2011 Quest Software, Inc. All rights reserved..
Mapping
• IDC reports that nearly 80% of business data has a location component
• Make business tools as engaging as what’s on the web
• Use cases: • Customer base / trade areas
• Routing and shipping
• Targeted marketing
• Supply chain & disruption resolution
• Custom Web Part or Self Service SSRS
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©2011 Quest Software, Inc. All rights reserved..
Mapping
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©2011 Quest Software, Inc. All rights reserved..
DEMO• Mapping• Self-service SSRS Maps
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©2011 Quest Software, Inc. All rights reserved..
Where is this?
For a prize!
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©2011 Quest Software, Inc. All rights reserved..
Self Service Alerting – User Benefits
• Users create alerts directly on the data they see in reports
• Report authors control which data is available for alerting
• Supports reports created in Report Builder or BI Development Studio (BIDS)
Create data alerts from within reports
• Intuitive Alert Rules (greater than, before/after)
• Easy to use scheduling (weekly, daily, monthly)
• Relevant data included in Alert Message
Detect important data changes
Source: Data.gov - Data.gov and the Federal Government cannot vouch for the data or analyses derived from these data after the data have been retrieved from Data.gov.
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©2011 Quest Software, Inc. All rights reserved..
Self Service Alerting – IT Benefits
• Per site administration reduces IT burden• Fine grained authorization• Self-managed through SharePoint• IT Visibility & Control of user-defined alerts
Managed through SharePoint
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©2011 Quest Software, Inc. All rights reserved..
SSRS SharePoint Integration Architecturefor SQL Server codenamed “Denali”
SSRS in Web Application
RS Add-in
SharePoint Web Front
End
SharePoint App
Server
SSRS Shared Service
Application SSRS Shared
Service Application
SharePoint Config / Content DB
Report Server Shared Service DB
Alert Designer
Alert Manager
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©2011 Quest Software, Inc. All rights reserved..
Self-Service Alerting – How it works
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©2011 Quest Software, Inc. All rights reserved..
Receiving alerts
©2011 Quest Software, Inc. All rights reserved..
Highly Visual Design Experience
Presentation-ready at all times
Rich metadata-driven interactivity
SQL Server 2012 Power View
• Interactive Presentation turns pervasive information into persuasive information
• Deliver and collaborate through SharePoint• Full screen presentation mode for interactive boardroom
session
• Fully integrated with PowerPivot• Drive greater insight through smart and powerful querying• Zero configuration highlighting and filtering• Animated trending and comparisons
• Interactive, web-based authoring and sharing of information
• Familiar Microsoft Office design patterns• Powerful data layout with banding, callout and small
multiples visualizations
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©2011 Quest Software, Inc. All rights reserved..
Data Sources
PowerPivot v2 for SharePointServer, Services, and Components
WFE
Excel Web Access
App
Excel Calculation Services
Content
SQL
Excel Web Service
SharePoint Farm
MSOLAP
TCP
HTTP
Channel
PowerPivot Web Service
PowerPivot System Service
Analysis Services in VertiPaq Mode
PowerPivot Sys Svc Application Proxy
Client
Excel Calc Services Application Proxy
c2wts
User renders aworkbook
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©2011 Quest Software, Inc. All rights reserved..
DEMO• Self Service Alerting• Power View
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©2011 Quest Software, Inc. All rights reserved..
Climb Denali – You Can Do It! (upgrade, I mean…)
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©2011 Quest Software, Inc. All rights reserved..
Don’t Fall!
• CTP3 <> RTM!!!!• RC0 Available Now (http://bit.ly/s0DEsf)
• Infrastructure• NOT FOR PRODUCTION!!!!
• Must run SP2010 SP1
• Upgrade to PowerPivot v2 Excel
• Incompatible with Project Server 2010 (for now!) SSAS Cubes
• Alerts• Not intended for real-time notification
• Structured Data Feeds
• Power View• Requires PowerPivot v2
• Always On• Not click-click-OK!
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©2011 Quest Software, Inc. All rights reserved..
Engineering
Business Connectivity Services
(BCS)
Secure Store
Service
Performance Point
SQL Analysis Services
Reporting Services (SSRS)
Integrated
Excel Services
Secure Store
Service
Excel Services
Office Web Apps
(OWA)
PowerPivot
SQL 2008 R2
Enterprise
SQL Server Reporting Services (SSRS)
SQL 2008 R2
SharePoint Integrated
(BIDS for Native Mode)
Kerberos [optional]
SSRS Alerts
SQL Server 2012
Pivot
Silverlight
Power View
Power Pivot v2
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©2011 Quest Software, Inc. All rights reserved..
SummaryTechnology Pros Cons Sample Use Case
SharePoint Lists and Charts
Simple code free solutions
Simple data aggregations
Users understand how to chart their own data
Excel Services User familiarity Limited to Excel data sources
Users love Excel charts!
PowerPivot Large datasets Requires some Excel 2010
Data is too big for Excel
SQL Reporting Services
Commonly used SQL query techniques
Not an end user tool; entry level development skills
Need to print large multipage reports; export to Excel
Performance Point and Analysis Services
Rich scorecard and reporting environments, aggregates other elements like SSRS
Requires more development sophistication
On screen data exploration of prebuilt analyses
Pivot Large datasets, can be built by Excel plugin for the power user or by developer
Image collection time-consuming to build/standardize
Each data item has visual component
Mapping Varying solution levels, user familiarity
Potential licensing complexity
Each data item has location component
Custom solutions More complex solution More effort Mapping!
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©2011 Quest Software, Inc. All rights reserved..
BI Solutions in SharePoint 2010/SQL 2012
Printing or exporting
Visual Navigation
Large Datasets
Small Datasets
Mapping
Pivot
SQL Reporting Services
PerformancePoint
Excel Services
Chart Web Part
PowerPivot
SharePoint list
KPI / Status Indicator
Power View
Self Service
SSRS Alerts
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©2011 Quest Software, Inc. All rights reserved..
Resources - General
• From Microsoft:• SQL 2012: http://
www.microsoft.com/sqlserver/en/us/future-editions.aspx
• Business Intelligence: http://www.microsoft.com/bi/
• SharePoint 2010 site: http://sharepoint.microsoft.com
• SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
• BI Blog: http://blogs.msdn.com/b/bi/
• From Quest • www.quest.com
• SharePoint Community www.sharepointforall.com
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©2011 Quest Software, Inc. All rights reserved..
Resources: Mapping
•Bing Developer Center & Bing Maps Customer Gallery:• http://www.microsoft.com/maps/developers/
•Bing Maps Blog:• http://www.bing.com/community/blogs/maps/
•GIM International – online magazine of geomatics:• http://www.gim-international.com/index.php
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©2011 Quest Software, Inc. All rights reserved..
•Questions
•Contact Me
•SharePint Saturday – Gabriel’s Cafe
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©2011 Quest Software, Inc. All rights reserved..
Thank you…
• Chris McNulty
• Email [email protected]
• Blog http://blogs.kma-llc.net/microknowledge
• Twitter: @cmcnulty2000
• LinkedIn:http://www.linkedin.com/in/cmcnulty
• http://www.slideshare.net/kmallc/spsnh-data-visualization-in-sharepoint-2010
• Upcoming presentations
• February - SPS Philadelphia, Office 365 Saturday Redmond, SPTechCon San Francisco
• March - SharePoint Heartland Conference (OH), SharePoint Conference Australia, SharePoint Connections Las Vegas
• April - The Experts Conference San Diego
THANKS TO OUR OTHER SPONSORS!Thanks to our Sponsors