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See Beyond the Numbers: Data Visualization in SharePoint 2010. SharePoint Saturday Boston December 2010 Chris McNulty. About Me. Working with SharePoint technologies since 2000/2001 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street )

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see beyond the numbers data visualization in sharepoint 2010

See Beyond the Numbers:Data Visualization in SharePoint 2010

SharePoint Saturday Boston

December 2010Chris McNulty


About Me

  • Working with SharePoint technologies since 2000/2001
  • 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)
  • MBA in Investment Management from Boston College Carroll School of Management
  • Write and speak often on Microsoft IW technologies
  • Microsoft MCSE/MCTS/MSA/MVTS
  • About KMA
  • Full-service IT consulting firm established in 1995
  • 29 employees: Partner, PM, Analyst, Developer, QA
  • Microsoft technology focus:
      • Microsoft Gold Certified Partner / Working with SharePoint technologies since 2001
    • Specialties in
        • Collaboration: Portals, Communities and Content Management
        • Insight: Enterprise Search and Business Intelligence
        • Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)
  • Goals, Terms & Surrounding Technology
  • Complexity Levels
  • Technology Overview and Demos
    • Simple List and Chart
    • Excel Services
    • Power Pivot
    • Pivot
    • BCS & SQL Server Reporting Services (SSRS)
    • Performance Point 2010
    • Mapping
  • Summary
  • Resources
  • Questions and Answers
  • Contact Information
goals for bi design
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
  • 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. (
  • Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information
sharepoint charting
SharePoint Charting
  • Native to SharePoint (Web Part)
  • Code-free solution – uses web part and native lists
sharepoint charting10
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
excel services
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
excel services13
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
  • “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
  • 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:
  • “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:
business connectivity services
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
business connectivity services20
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
sql server reporting services ssrs
SQL Server Reporting Services (SSRS)
  • “Code free” but requires development tools
  • Designed using Business Intelligence Developer Studio
  • Host in SQL Server or SharePoint
performancepoint 2010
PerformancePoint 2010
  • Dashboard Designer (browser downloadable)
  • Integrates Excel Services, SSRS, and Performance Point Elements
performancepoint 201023
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
  • 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
2010 bi solutions in sharepoint
2010 BI Solutions in SharePoint

Large Datasets

Visual Navigation





SharePoint list

KPI / Status Indicator

SQL Reporting


Chart Web Part

Excel Services

Printing or


Small Datasets

resources general
Resources - General
  • From Microsoft:
    • Business Intelligence:
    • SharePoint 2010 site:
    • SharePoint Team Blog:
    • BI Blog:
  • From KMA
    • Webinars, white papers and blogs at
resources mapping
Resources: Mapping
  • Bing Developer Center & Bing Maps Customer Gallery:
  • Bing Maps Blog:
  • GIM International – online magazine of geomatics:
resources pivot
Resources: Pivot
  • Microsoft Live Labs Pivot site
  • Pivot Viewer control for Silverlight:
  • Pivot Collection Gallery:


  • Evaluations
  • Contact Me
  • Ask the Experts
  • Prizes!
thank you
Thank you…
  • Contact Details
    • Email
    • Blog
    • Twitter:
    • LinkedIn: