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Welcome to the Iowa SharePoint User Group. August 5, 2009 SharePoint and Business Intelligence Neil Iversen. http:// www.sharepointia.com. User Group Goal / Objectives. Develop and support a local community focused on Microsoft SharePoint Technologies

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Presentation Transcript
slide1

Welcome to the

Iowa SharePoint

User Group

August 5, 2009

SharePoint and Business Intelligence

Neil Iversen

http://www.sharepointia.com

user group goal objectives
User Group Goal / Objectives

Develop and support a local community focused on Microsoft SharePoint Technologies

Educate user group members about SharePoint Technologies

Transfer knowledge within the community

Communicate best practices

Introduce new products / solutions

http://www.sharepointia.com

introductions iaspug sponsors
Introductions – IASPUG Sponsors

Inetium (www.inetium.com)

Technology consulting company

NSI Partner Status (National Systems Integrator)

Practice area focused on SharePoint

Microsoft (www.microsoft.com)

http://www.sharepointia.com

www sharepointia com
www.sharepointia.com

Website for user group

SharePoint resource documents

SharePoint resource links

RSS Feeds

Meeting Schedule

Past User Group Presentations

www.sharepointia.com

http://www.sharepointia.com

upcoming schedule
Upcoming Schedule

Next Meeting

September 2nd 8:30 AM to 11:30 AM

Topic: TBD

Check www.sharepointia.com for updates!

Ongoing Schedule

1st Wednesday of every month

9:00 to 11:30 am

TBD

http://www.sharepointia.com

posts news
Posts & News

SharePoint 2010 Sneak Peek http://sharepoint.microsoft.com/2010/Sneak_Peek/Pages/default.aspx

Office 2010 Technical Preview http://www.microsoft.com/office/2010/

SharePoint Conferencehttp://www.mssharepointconference.com/Pages/default.aspx

http://www.sharepointia.com

slide7

Business Intelligence

Social Networking

agenda
Agenda

What is BI?

Exploring the Stack

SharePoint and BI

Performance Point

http://www.sharepointmn.com

what is bi
What is BI?

Business Intelligence

Core Definition

Making smarter decisions using data

Buzzword Compliant

http://www.sharepointmn.com

why do we need bi
Why do we need BI?

BI is based on Data

Data is growing rapidly across all organizations

There’s probably something useful in all that data….don’t you wish you could find it?

http://www.sharepointmn.com

core business reasons driving bi
Core Business Reasons Driving BI

Common Refrain “Better access to data”

But what does that mean?

Unified view of the organization

Single source of truth

Simplify reporting needs across multiple groups

http://www.sharepointmn.com

slide13

Analytic Applications

Performance Point

End User Application

Custom Code

3rd Party

SharePoint Server

SharePoint Server

Excel

SQL Server Integration Services (SSIS)

SQL Server Analysis Services (SSAS)

SQL Server Reporting Services (SSRS)

Data Platform

SQL Server Relational Database

slide14
Extract Transform and Load (ETL)

Updated DTS environment

More trustworthy and reliable

Development environment

Many out-of-the-box transforms

Extensible

Custom tasks

Custom enumerations

Custom transformations

Custom data sources

SQL Server Integration Services (SSIS)

slide15
Business Perspective

Data in different systems needs to be connected and related

Reporting often requires looking beyond more than one system

IT Perspective

Provides the glue to connect systems

SQL Server Integration Services (SSIS)

slide16
OLAP engine / Cubes

Advanced business intelligence

KPI/Perspectives

Custom/limited aggregations and semi-additive measures

Web services

Data mining in the platform

Integrated developer tools

SQL Server Analysis Services (SSAS)

what is a cube
What is a Cube?

Souped Up Excel Pivot Table

Measures and Dimensions

Measures

Are Measurable

$27, 4,000 Units Sold, 65 Returned, 5 Days Processing

Dimensions

Filters for your cube, attributes of the data

Sold December 2008, Manufactured October 2008, Product Line B, Minneapolis, Bob’s Purchase Parlor

http://www.sharepointmn.com

but that s not all
But that’s not all!

Fast Performance

Data structures encourage Ad Hoc reporting

Encourages Unified Dimensions across All Data

http://www.sharepointmn.com

slide19
Business Perspective

Multi-dimensional views of information

Improved speed

Slicing and dicing

IT Perspective

Stores predetermined aggregations

Reduces reporting load on transactional systems

SQL Server Analysis Services (SSAS)

slide20
Reporting solution

Report authoring, management, delivery

Visual Studio .NET development environment

Report Builder

Integrates with SharePoint

Reporting Services

reporting services
Reporting Services

Visual Studio .NET

For developers

Leverages .NET

Report Builder

End user reporting

Ad-hoc

Two Methods of Report Design

slide22

Demo

More Discussion

sharepoint report center
SharePoint Report Center

SharePoint 2007 Site Template

Starting point for SharePoint BI

Repository for reports

Includes many features

Dashboard Pages

Excel Web Access

Report Library

Report Calendar

Filter web parts

Integration with other tools

slide25

Dashboard Pages in Report Center

  • SharePoint page
  • Create individual dashboards
  • Contains a number of different parts
    • Content Editor
    • Contact Details
    • Filter Actions
    • Excel Web Access
    • KPI
    • Summary Link
ssrs reports in sharepoint
SSRS Reports in SharePoint

Report Library

SQL 2005 Service Pack 2

Report viewer web part

Publish Reports to SharePoint

Leverage features of SharePoint

Versioning

Workflow

Etc.

slide27

Demo

More Discussion

key performance indicator kpi list
Key Performance Indicator (KPI) List

List template

Graphically displays KPI’s

Use to track metrics

Data from multiple sources

SharePoint Lists

Excel Services

SQL Analysis Services 2005

Manually entered

kpi web part
KPI Web Part

Displays KPI’s in SharePoint

List 

Detail 

slide30

Demo

More Discussion

slide31

Break

More Discussion

sharepoint excel services
SharePoint Excel Services

Web based version of Excel

Thin client (browser) view of Excel spreadsheets

Published spreadsheets can connect to external data

Designed to cut down on proliferation of Excel files and outdated data

how does it work
How does it work?

Excel 2007

Excel 2007client

Customapplications

Excel Services

Thin renderingin browser

View and Interact

Author and Publish Spreadsheets

Open Spreadsheet/Snapshot

Web ServicesAccess

Authoring

Exploration and Consumption

slide34

Demo

More Discussion

sharepoint filters
SharePoint Filters

Used to filter data on a page

Multiple filter types

Authored List

Business Data Catalog

Current User

Date

Query String (URL)

SharePoint List

SSAS

Text

current user filter
Current User Filter

Leverages current logged in user

Can utilize a user profile value for the current user

Hidden on screen

Good for web parts that need a context of ‘My’

Example ‘My Orders’ would filter all orders in another web part

date filter part
Date Filter Part
  • Allows user to specify a date
  • Different types of defaults
    • Specific date
    • Offsets from today
query string filter part
Query String Filter Part
  • Sends value of query string parameter to web part
  • User can define the parameter to pull from
  • Hidden except when in edit mode
  • Good for passing context
analysis services ssas filter
Analysis Services (SSAS) Filter

Leverages SQL Server 2005 Analysis Services

User selects dimension

Great for reusing existing dimensions defined in SSAS

bringing it all together in sharepoint
Bringing it all Together in SharePoint

Dashboard

Filters

KPI’s

Excel Services

slide41

Demo

More Discussion

performancepoint server 2007
PerformancePoint Server 2007

Multiple Points of Integration

  • Now included with Enterprise Features (CAL)
  • PPS 2007 Dashboards in SharePoint
  • Using SharePoint Lists / Excel Services for data in PPS 2007 scorecards
  • SharePoint PPS 2007 Dashboard Item Web Part
what is performancepoint server 2007
What is PerformancePoint Server 2007?

• Business analytics

• Financial reporting

• Consolidation

• Planning

• Budgeting

• Forecasting

• Scorecard management

pps dashboard designer
PPS Dashboard Designer

Dashboard Designer Components

Dashboard

Scorecard

KPI’s

Reports

Data sources

Indicators

Publish PPS dashboards directly to SharePoint

pps scorecards using sharepoint lists
PPS Scorecards using SharePoint Lists

Dashboard Designer to build scorecards

Connect to data in SharePoint Lists

Can also connect to Excel Services

Beneficial when backend database doesn’t exist

Rapid deployment

Scenario:

Customer / Employee satisfaction survey results

pps dashboard item web part
PPS Dashboard Item Web Part

Web part that comes with PPS 2007

Displays individual PPS dashboard items from published PPS dashboards

Create different layouts in SharePoint

Can be used in conjunction with other web parts

SharePoint core parts

Other BI web parts

more

slide47

Demo

More Discussion

review
Review

What is BI?

BI Stack

SharePoint’s Role in BI

Performance Point

http://www.sharepointmn.com

slide49

Thanks for coming!

http://www.sharepointmn.com