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Creating Self-Service Analytic BI Applications with Microsoft SharePoint 2010

OSP205. Creating Self-Service Analytic BI Applications with Microsoft SharePoint 2010. Peter Myers Mentor SolidQ. Presenter Introduction. Peter Myers Mentor, SolidQ BBus, MCITP (Dev, DBA, BI), MCT, MVP

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Creating Self-Service Analytic BI Applications with Microsoft SharePoint 2010

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  1. OSP205 Creating Self-Service Analytic BI Applications with Microsoft SharePoint 2010 Peter Myers Mentor SolidQ

  2. Presenter Introduction • Peter Myers • Mentor, SolidQ • BBus, MCITP (Dev, DBA, BI), MCT, MVP • 14 years of experience designing and developing software solutions using Microsoft products, today specializing in Microsoft Business Intelligence • Based in San Francisco • pmyers@solidq.com

  3. Agenda • Introducing SharePoint 2010 Business Intelligence: • Business Intelligence Center • Chart and Status List Web Parts • Excel Services • PerformancePoint Services • Visio Services • Reporting Services Integration • PowerPivot Integration • Demonstration • Resources

  4. Introducing SharePoint 2010 Business Intelligence • 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 Business Intelligence (BI)is only delivered with SharePoint Enterprise “BI for everyone!”

  5. Describing the SharePoint BI Audience • IT professionals • Install and configure the SharePoint BI applications • Develop, secure, and manage business data sources • Delegate business data development tasks • Monitor usage and server impact • Power users, analysts and developers • Publish workbooks, diagrams, dashboards and reports • Assemble dashboard pages • Information workers • Browse and interact with the published resources • Export, and subscribe to, reports

  6. 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

  7. Chart Web Part • Supports configuring a chart without the need to develop code or a write a data query • Includes a comprehensive list of chart types • Data can be retrieved from: • Other Web Parts sited on the page • SharePoint lists • Business Data Catalog • Excel Services • A menu allows users to modify data and appearance, and configure advanced properties • Can be filtered with Filter Web Parts

  8. Status List Web Part • Supports introducing status indicators • Status data can be retrieved from: • SharePoint lists • Excel Services • Analysis Services, or • Fixed values • Can be filtered by Filter Web Parts

  9. Excel Services • Supports the 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 • The Excel Web Access Web Part supports embedding workbook reports into Web Part Pages

  10. PerformancePoint Services • Performance Management (PM) application • Defines rich KPI and scorecard definitions to support monitoring • Includes comprehensive report types to support analysis • Delivers interactive browser-based dashboards • Dashboard solutions are based on seven related elements

  11. PerformancePoint ServicesElement Relationships Monitoring Analytics

  12. Visio Services • Supports central access to, and browser-based rendering of Visio diagrams • Diagrams can be 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 list data, Excel Services and OLE DB/ODBC sources • The Visio Web Access Web Part supports embedding diagrams into Web Part Pages

  13. Reporting Services Integration • SQL Server Reporting Services can be integrated with the SharePoint farm • Report Builder 3.0 is the rich client authoring tool that can be installed direct from SharePoint • Reports can be saved to SharePoint libraries • Management and delivery functions are available within the SharePoint interface • The SQL Server Reporting Services Web Part supports embedding reports into Web Part Pages

  14. PowerPivot Integration • PowerPivot empowers end users to create self-service BI solutions in Excel 2010 • PowerPivot facilitates the sharing and collaboration of end user PowerPivot solutions in SharePoint Server 2010 • These capabilities are achieved by two add-ins: • SQL Server PowerPivot for Excel Add-in • SQL Server PowerPivot for SharePoint Add-in

  15. PowerPivot IntegrationContinued • Provides centralized storage, data refresh and management of workbooks created by using PowerPivot for Excel • Uses Excel Services to enable browser access to workbooks • Complements traditional Analysis Services implementations by supporting integration of data sources external to corporate systems • Includes tools for IT to monitor usage of specific workbooks and server impact

  16. Creating Self-Service Analytic BI Solutions in SharePoint 2010 Peter Myers Mentor SolidQ demo

  17. Related Content • Breakout Sessions • DBI328 | Integrating Microsoft SQL Server Reporting Services with Microsoft SharePoint Technologies (Wed, 18 May 1:30PM) • DBI335 | Advanced Business Intelligence Solutions Using Microsoft Excel & Excel Services (Tue, 19 May 10:15AM) • DBI329 | Killer Real-World PowerPivot Examples (Tue, 17 May 5:00PM) • DBI325 | End-to-End PerformancePoint Services (Wed, 18 May 3:15PM) • OSP316 | IT-Centric Dashboards in Minutes with Microsoft SharePoint 2010 Using Microsoft Visio/Visio Services (Thu, 19 May 8:30AM) • DBI406 | Deploying and Managing Microsoft SQL Server PowerPivot for SharePoint (Thu, 19 May, 8:30AM) • DBI321 | Advanced Dashboard Creation Using PerformancePoint Services (Thu, 19 May 10:15AM) • DBI408 | Enriching Your BI Semantic Models Using Data Analysis Expressions (DAX) (Thu, 19 May, 1:00PM)

  18. Related ContentContinued • Interactive Sessions • DBI471-INT | Tips and Tricks for Troubleshooting a Microsoft SQL Server PowerPivot for SharePoint Installation (Tue, 17 May 3:15PM) • DBI272-INT | What to Use and When (Wed, 18 May 12:00PM) • DBI379-INT | Migrating Your PerformancePoint Solution from Test to Production (Wed, 18 May 1:30PM) • OSP271-INT | Redefining IT Dashboards and Other Game-Changers with Microsoft Visio 2010 and Microsoft SharePoint 2010 (Thu, 19 May 2:45PM)

  19. Related ContentContinued • Hands-on Labs • DBI278-HOL | Excel Services in Microsoft SharePoint Server 2010 • OSP386-HOL | Microsoft Visio 2010 and Visio Services in SharePoint 2010: Get Your Hands on the Value That Lurks Beneath • DBI272-HOL | Advanced Dashboard Creation Using PerformancePoint Services • DBI273-HOL | Developing KPIs and Scorecards with PerformancePoint Services in Microsoft SharePoint Server 2010 • DBI274-HOL | Loading and Preparing Data in the Microsoft PowerPivot for Excel 2010 Client • DBI275-HOL | Creating Microsoft PowerPivot for Excel 2010 Reports • DBI373-HOL | Defining DAX Calculations with Microsoft PowerPivot for Excel 2010 • DBI372-HOL | Managing Microsoft PowerPivot for Excel 2010 Solutions in Microsoft SharePoint Server 2010

  20. Resources • Connect. Share. Discuss. http://northamerica.msteched.com Learning • Sessions On-Demand & Community • Microsoft Certification & Training Resources www.microsoft.com/teched www.microsoft.com/learning • Resources for IT Professionals • Resources for Developers http://microsoft.com/technet http://microsoft.com/msdn

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