Co-presented with Chris McNulty at SharePoint Saturday Boston on 9/25/10.

1. See Beyond the Numbers:Data Visualization in SharePoint 2010 SharePoint Saturday Boston September 2010Chris McNulty, Sadie Van Buren

3. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)

4. Write and speak often on Microsoft information worker technologies (book out this month!)

5. Microsoft MCSE/MCTS/MSA/MVTS

6. BC MBA in Investment Management

7. Hiking, cooking, playing guitar, colonial history, photography

8. My family: Hayley, three kids (15, 6, 3) and my dog StanSharePoint Practice Lead, KMA

10. Working with SharePoint since beta 2003 version

11. Over 40 SharePoint implementations

12. Microsoft Certified Technology Specialist Consulting Manager, Burntsand

14. Working with SharePoint technologies since 2001

15. Specialties in

16. Collaboration: Portals, Communities and Content Management

17. Insight: Enterprise Search and Business Intelligence

18. Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)

19. Leading systems integration firm founded in January 1996

20. More than 350 blue chip clients

21. Subsidiary of Open Text with local office in Waltham

22. Publicly traded on Toronto Stock Exchange (OTEX)

23. Microsoft Gold Certified partner with six competencies

24. Have delivered solutions built on the SharePoint and .NET platforms since their inception in 2001

26. Microsoft SharePoint Server 2010 … the bright frontier Eastern Long Island, July 4, 2010

27. Complexity Levels of These Solutions Cost Time

28. 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

29. Terms BCS – Business Connectivity Services SSRS – SQL Server Reporting Services Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services 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

30. SharePoint BI Evolution

31. SharePoint Charting Native to SharePoint (Web Part) Code-free solution – uses web part and native lists

32. SharePoint Charting 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

33. DEMO – Chart Web Part

34. Excel Services Use the world’s #1 BI modeling tool Render data, charts, interface using native Excel components (e.g. Slicers) Data stored in Excel

35. Excel Services Host a presentation layer using Excel Services Closely related to Excel Web Access Use native SharePoint Status Indicators (KPIs) Can also work with lists Render Excel 2010 functions (e.g. Slicers) without Excel 2010 on all clients Use when users are skilled in Excel modeling and charting and data lives in spreadsheets Quick tip: understand SSA’s

36. 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

37. 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

38. DEMO - PowerPivot

39. Business Connectivity Services Read write access to external data sources in SP2010 (aka Business Data Connectivity) Pull data into SharePoint user interface Push data into external sources

40. Business Connectivity Services Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas) Configured through 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

41. Pivot “Interact with massive amounts of data in ways that are powerful, informative, and fun” Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web Create a “collection”- underlying schema is CXML or Collection XML. View in SharePoint via Silverlight viewer Complexity: Excel tool available Tip: http://getpivot.com

42. DEMO - Pivot

43. SQL Server Reporting Services (SSRS) “Code free” but requires development tools Designed using Business Intelligence Developer Studio Host in SQL Server or SharePoint

44. SQL Server Reporting Services (SSRS) Reports run and render in SSRS Engine Deploy reports to “native” SQL server or SharePoint integrated mode Reuse in SharePoint and Dashboard interface Export contents to Excel, Word, etc. Use when some reports are printed, multipage, etc.

45. Project Dallas Azure-based public data subscriptions Addressed through OData/XML Query/view download Samples available now at http://www.sqlazureservices.com TIP: Sample data sets are limited in CTP

46. PerformancePoint 2010 Dashboard Designer (browser downloadable) Integrates Excel Services, SSRS, and Performance Point Elements

47. PerformancePoint 2010 Sophisticated self service modeling 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

48. DEMO – PerformancePoint

49. 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

50. Mapping

51. DEMO - Mapping

52. Summary

53. 2010 BI Solutions in SharePoint Large Datasets Visual Navigation Pivot PowerPivot PerformancePoint Mapping SharePoint list KPI / Status Indicator SQL Reporting Services Chart Web Part Excel Services Access Services Printing or exporting Small Datasets

55. Business Intelligence: http://www.microsoft.com/bi/

56. SharePoint 2010 site: http://sharepoint.microsoft.com

57. SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx

59. Resources: Pivot Microsoft Live Labs Pivot site http://www.getpivot.com/ Pivot Viewer control for Silverlight: http://www.silverlight.net/learn/pivotviewer/ Pivot Collection Gallery: http://www.getpivot.com/collections/

61. Contact Us

62. Ask the Experts