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DAT221 Office SharePoint 2007 “lights up” Business Intelligence Grant Paisley MVP SQL Server A ngry K oala grant @ I have seen the light … Agenda Microsoft ’ s BI Strategy M icrosoft O ffice S harePoint S erver 2007 MOSS 2007 – what do I get Demos

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dat221 office sharepoint 2007 lights up business intelligence

DAT221Office SharePoint 2007“lights up” Business Intelligence

Grant Paisley

MVP SQL Server

Angry Koala

grant @


Microsoft’s BI Strategy

Microsoft Office SharePoint Server 2007MOSS 2007 – what do I get


Excel and Excel Services


Build a dashboard

BI Filtering

Business Data Catalog

business intelligence turning data into knowledge
Business Intelligence “turning data into knowledge”


  • better decisions

What is the difference between a

  • right decision
  • wrong decision
  • bad decision?

A bad decision is an uninformed decision

microsoft business intelligence vision and strategy
Complete and integrated BI offering

Widespread delivery of intelligence through Microsoft Office

Enterprise grade and affordable

Microsoft Business IntelligenceVision and strategy

Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions

integrated offering
Integrated Offering







Business Scorecarding


Microsoft Office SharePoint Server 2007

End-user Analysis






sharepoint investment areas
SharePoint Investment Areas


ServicesWorkspaces, Mgmt,

Security, Storage,

Topology, Site Model

Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards

Docs/tasks/calendars, blogs, Wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists




Enterprise Portal template, Site Directory, My Sites, social networking, privacy control

Rich and Web forms based front-ends, LOB actions, pluggable SSO

Business Process &Forms





Integrated document management, records management, and Web content management with policies and workflow

Enterprise scalability,

contextual relevance, rich

people and business data search

what customers want
What customers want
  • Easily communicate and track goals
  • BI for information workers
  • Reuse existing spreadsheets, reports…
2007 office system bi investments
2007 Office System BI Investments

Excel client/Excel Services

Key Performance Indicators


Filter Web Parts

Report Center / Report Library

Business Data Catalog

excel on servers challenges
Excel On Servers“Challenges”
  • To many versions of the truth
  • Can’t easily share
  • Hard to protect proprietary information
  • Notscalable
excel services overview
Excel ServicesOverview

High quality web rending


Interactive: Set parameters, sort, filter, explore

Limit to browser access


Excel 2007

View and Interact

Publish Spreadsheets

Design and author

Export/Snapshot into Excel

Excel 2007

Programmatic Access

Open in Excel for rich exploration and analysis

Open snapshots

SharePoint platform and Excel services

Spreadsheets stored in document libraries

Spreadsheet calculation and rendering

External data retrieval and caching

100% calculation fidelity


Set values, perform calculations, get updated values via web services

Retrieve full workbook file

excel and sharepoint server get more out of the 1 bi front end
Excel and SharePoint ServerGet more out of the #1 BI front end

Best with

Microsoft SQL Server 2005

Easily find trends in dataExcel Conditional Formatting

Knowledge, Discovery & Insight Excel 2007 offers complete support for SQL Server 2005 Analysis Services

Dashboards and Web PartsEasily create powerful BI portals

Report CenterCentralize storage of business reports

excel services zero footprint interactive browser access to spreadsheets
Excel Services Zero-footprint, interactive, browser access to spreadsheets

Pivot Tables

KPIs from SQL

Graphs & Charts

Table Formatting

excel services summary
Excel Services Summary
  • Secure, server based rendering and calculation of Excel workbooks
  • Scalable
  • Custom applications via web services
  • Biggest release of Excel ever
key performance indicators19
KPIs are:

Expression and visualization of a strategy

Entry point to analysis for most business users

Reduces the risk of providing raw data or data in large volumes

Key Performance Indicators

Microsoft KPIs are:

  • Visual
  • Multidimensional
  • Contextual / ‘trended’
  • Centrally managed
report center and dashboard
Report Center and Dashboard

BI hub for the Microsoft Office SharePoint Server 2007

Make new BI features easy to discover & use

Provide a template for successful BI portals

A document library tuned for “reports”

Excel workbooks, SSRS reports, etc.

Bring together

BI, collaboration, Enterprise Content Management

filter web parts scenarios
Filter Web PartsScenarios

One size does not fit all – dashboards need to be made relevant to the user

Filter for eastern region, last quarter

Automatically show just your customers when you load page

filter web parts
OOB Filter value sources

User entered value

Authored list

SharePoint list

SQL Server 2005 Analysis Services

Bus. Data Catalog

SharePoint profile

Query string

OOB Display Options

Type in value

Pick from list

Tree view



Custom providers& consumers

Standard interfacesthat ship in WSS

Filter Web Parts
oob web parts that filter
OOB Web Parts That Filter

2007 Office system

Excel Services

KPI List

Business Data Catalog Item & List

WSS List view

Microsoft Office SharePoint Designer Data View

SQL Server 2005 Reporting Services

The ecosystem

Cross Microsoft effort with more to come

…and more from partners!

business data catalog bdc connects office servers to business data
Business Data Catalog (BDC)Connects Office servers to business data

Web Parts



User Profiles

Custom Apps

List store





Business Data Catalog

WS Proxy


Web Service


Microsoft BizTalk, SAP, Siebel, Legacy, …

SQL Server, Oracle, OLEDB, ODBC

recap why
You asked us to help you…

Track and communicate goals

Reuse & enhance existing BI assets

Enable IWs to realize the potential of BI

Bring BI, collaboration & ECM together

Recap - why
recap how
2007 Office system delivers…

OOB BI in SharePoint

Exposes all Microsoft BI in one place

Author and publish with Excel

Easy to use tools



Filter Web Parts

Report Center

Recap - how
call to action
Call To Action

Get the beta and start evaluating

Get the Customer DVD with HOLs and Tech Materials

Get involved with the community

New Community site –

SharePoint blog –

Records Management blog –

ssrs and the 2007 office system
SSRS and the 2007 Office System

Microsoft SQL Server 2005 Reporting Services (SSRS) is integrated with Windows SharePoint Services “v3”

Seamless publishing, viewing and management of SSRS reports within Windows SharePoint Services

One consistent location for BI

Office SharePoint Server 2007 “light up”with SSRS

Report Center integration

Dashboards and Filter Web Parts

Integration with document managementand workflow