1. A Simpleton’s Guide to Business Intelligence in SharePoint 2010 Chris McNulty KMA

2. A Simpleton’s Guide to Business Intelligence in SharePoint 2010 SharePoint Saturday East BaySeptember 2011Chris McNulty

3. About Me Working with SharePoint technologies since 2000/2001 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street) SharePoint practice lead at KMA Write and speak often on Microsoft information worker technologies (book out this month!) Microsoft MCSE/MCTS/MSA/MVTS BC MBA in Investment Management Hiking, cooking, playing guitar, colonial history, photography My family: Hayley, three kids (15, 6, 3) and my dog Stan

5. 28 employees: Partner, PM, Analyst, Developer, QA

6. Industry expertise and focus: Professional Services, Life Sciences & Financial Services

7. Microsoft technology focus:

8. Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004

9. Working with SharePoint technologies since 2001

10. Specialties in

11. Collaboration: Portals, Communities and Content Management

12. Insight: Enterprise Search and Business Intelligence

14. Microsoft SharePoint Server 2010 … the bright frontier

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

16. 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

17. Terms SSRS – SQL Server Reporting Services Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services WCF – Windows Communications Framework Project Dallas – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com)

18. Surrounding Technologies Analysis Services (Cubes) SQL Server Integration Services (DTS) AS-based Dashboard Designer and Reports Project Dallas

19. SharePoint BI Evolution

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

21. 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

22. 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

23. 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

24. 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

25. 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

26. 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

27. 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

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

29. 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.

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

31. 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

32. Next - 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

33. Summary

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

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

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

38. BI Blog: http://blogs.msdn.com/b/bi/

39. From KMA:

40. Online content, blogs, articles available through www.kma-llc.net

41. Monthly live seminars/webinars

42. Upcoming Events:

43. SPTechCon (Boston) October 2010

44. SharePoint 2010 Webinar – September 22, 2010 (upgrades and “the cloud”)

45. Standard Offerings

46. SharePoint Health Check - 1-2 day fixed price engagement

47. SharePoint 2010 Readiness 2 day fixed price engagement

48. SharePoint Deployment Planning Services (SDPS)

49. Information Architecture and Taxonomy Quick Start

51. Contact Me

52. Ask the Experts

54. Please complete the session survey Thank You!

55. Thank You To Our Sponsors!