OFS206 Creating Self-Service Analytic BI Applications with SharePoint 2010

2. OFS206Creating Self-Service Analytic BI Applications with SharePoint 2010 Peter Myers Mentor Solid Quality Mentors

3. Presenter Introduction • Mentor, Solid Quality Mentors • BBus, MCITP (Dev, DBA, BI), MCT, MVP • 13 years’ experience designing and developing software solutions using Microsoft products • pmyers@solidq.com

4. Session Overview • Introducing SharePoint 2010 Insights: • Business Intelligence Center • Chart and Status List Web Parts • Excel Services • Visio Services • PerformancePoint Services • Integrating Reporting Services Capabilities • Demonstrations • Resources

5. Introducing SharePoint 2010 Insights • Delivered as a suite of components and service applications that deliver business information to drive decisions • Emphasizes familiar interfaces, self-service capabilities and interactive experiences • Benefits: • Helps all of your people be decision makers • Improves your company’s efficiency • Makes IT more efficient • SharePoint 2010 Insights are onlydelivered with SharePoint Enterprise “BI for everyone!”

6. SharePoint 2010 Insights: Architecture Overview INSIGHTS Excel Services Visio Services Chart Web Parts & Status Indicators PerformancePoint Services Business Connectivity Services

7. Business Intelligence Center • Created from a site template • Delivers a “one-stop shop” for reporting and analytics solutions • Includes: • Data Connections library • PerformancePoint Content list • Dashboards library • Documents library • Also provides guidance for using the BI features available in SharePoint

8. Chart and Status List Web Parts • The Chart Web Part allows adding a chart to a Web Part page • A simple wizard guides the user through the process of connecting to a data source and defining the chart and chart layout • Includes numerous chart types • The Status List Web Part allows introducing status indicators • Can be sourced from SharePoint lists, Excel Services, Analysis Services or fixed values • Can be filtered by Filter Web Parts

9. Excel Services • Supports server-side calculation and browser-based rendering of Excel workbooks • Useful when users need to share content in a workbook with others in the organization • Use for: • Real-time, interactive reporting with support for parameters Exposure of all or part of a workbook (e.g., intellectual property can be hidden from workbook consumers) • Development of analytical solutions • A Web Part supports embedding reports into dashboards

10. Visio Services • Supports central access to Visio diagrams, including diagrams that are based on refreshable data sources • Use for: • Bringing diagrams to life with data-driven visuals connected to real-time data • Sharing interactive, browser-based diagrams • Connects to SQL Server, SharePoint Lists, Excel Services and OLE DB/ODBC • A Web Part supports embedding diagrams into dashboards

11. PerformancePoint Services • Next-generation Performance Management application • Delivers monitoring capabilities with KPIs and scorecards • Delivers analytic capabilities with comprehensive report types • Dashboard Designer is the rich client development tool • Deploys interactive, browser-based dashboards • Dashboard solutions are based on seven related elements

12. PerformancePoint ServicesElement Relationships

13. Integrating Reporting Services Capabilities • SQL Server Reporting Services can be integrated with the SharePoint farm • Report Builder 3.0 is the rich client authoring tool • Reports can be saved to SharePoint document libraries • Management and delivery functions are available within the SharePoint interface • A Web Part supports embedding reports into dashboards

14. Creating Self-Service Analytic BI Applications with SharePoint 2010 Peter Myers Mentor Solid Quality Mentors demo

15. Resources • SharePoint 2010 Insights home • http://sharepoint.microsoft.com/en-us/product/capabilities/insights • The official blog of the Microsoft Excel product team • http://blogs.msdn.com/b/excel • The official blog of the Microsoft Visio product team • http://blogs.msdn.com/b/visio • PerformancePoint Services Blog • http://blogs.msdn.com/b/performancepoint • Overview of Reporting Services and SharePoint Technology Integration • http://msdn.microsoft.com/en-us/library/bb326358.aspx

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