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SharePoint Data Visualization

SharePoint Data Visualization. With HighCharts & D3.js. About me . Daniel Segan Senior Software Engineer @ BlueMetal Based in NYC 15+ Years Experience SharePoint, Web / .NET Development, Enterprise Software, BI, Data, Agile Projects Collaboration, Line-of-Business, Integration

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SharePoint Data Visualization

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  1. SharePoint Data Visualization With HighCharts & D3.js

  2. About me • Daniel Segan • Senior Software Engineer @ BlueMetal • Based in NYC • 15+ Years Experience • SharePoint, Web / .NET Development, Enterprise Software, BI, Data, Agile Projects • Collaboration, Line-of-Business, Integration • Industries: • Financial Services, Professional Services, Manufacturing, Advertising, Pharmaceutical, Construction, Education, Non Profit

  3. The Modern Application Company ™ Modern technology, craftsman quality. We’re an interactive design and technology architecture firm matching the most experienced consultants in the industry to the most challenging business and technical problems facing our clients.

  4. Strategy. Design. Enterprise Architecture. Devices & Mobility Collaboration & Social Strategy & Design Cloud & Services Data & Analytics

  5. Our Clients. Industry Expertise.

  6. Cross-Platform Solutions Our approach aligns business strategy with technical architecture and capabilities for optimum velocity and impact.

  7. Goals • Identify some nuances in the data visualization capabilities of the Microsoft BI stack • Describe some scenarios where an alternative approach is desirable • Offer an introduction to a couple of those alternatives

  8. Agenda • Questions for the audience • Review of the Microsoft SharePoint BI Stack • The Dilemma • Some Alternatives • HighCharts • Demo: HighCharts Examples • D3.js • Demo: Building an animated bar chart with D3 • Q&A

  9. Questions for you… • What tools are most of you using today for data visualization? • Where do the Microsoft BI tools work the best? • Where have they fallen short? • What kind of BI functionality are your users asking for? • Better looking dashboards? • More functionality? • Richer Mobile Experience? • What level of familiarity do you have with JavaScript? • It’s really not that bad…

  10. DISCLAIMER

  11. Chart Web Parts And they’re gone…

  12. SQL Server Reporting Services • Originally introduced as an add on to SQL Server 2000 • Has come a long way! • Integrates with SharePoint for Deployment / Publishing / Rendering • Supports subscription model • Scalability • Data Caching • Server load balancing and redundancy

  13. SSRS: The Good • Accessible Development Environment • Skills transfer from Crystal Reports, Access • Flexible Data Sources • Nearly all Databases, XML, Text Files, SharePoint • Join data across data sources • Robust Document Exporting / Printing Support • Word, Excel, PDF, Text, etc. • Built in Pagination • Was designed with printing in mind

  14. SSRS • Reports are relatively static • Parameters, Hide/Show sections, Conditional formatting, links between reports • Chart Layouts • Built in charts work for the most standard scenarios, but there is limited flexibility – you can’t simply create a new chart type. • Infrastructure / Licensing • Some companies just don’t set it up or have the licensing to support it

  15. SSRS • Appearance • Great for rows / columns • Charts / Fonts appear pixelated, dated • Front-end Extensibility • JavaScript Hacks – You can do it, but it’s no fun • E.g Same Server URL Issue • Difficult to maintain / debug

  16. Excel Services / Excel Web Application • Extremely accessible • Everyone kind of knows how to use Excel • Very easy to quickly deliver a remarkably functional solution • Mature Product • In its current versions (2013 / O365) it really shines. • Extensible • JavaScript Object Mode (JSOM) allows you to interact with workbooks programmatically

  17. Excel Services / Excel Web Application • Looks like Excel • Cell based layout / Standard Excel Charts • User Experience • Can sometimes be confusing • Feels canned • Additional Setup • Requires Services • Licensing • Enterprise CAL

  18. Power Pivot / Power View • Familiar Tools • Extends Excel, leverages knowledge of Pivot Tables • DAX is similar to Excel functions and expressions • Pivot • Incredibly easy to slice and dice data • Rich Dynamic Display of Data • Modern Looking with some trade-offs

  19. Power Pivot / Power View • Complex Setup • A lot of moving parts and a somewhat invasive installation – can’t just set it up on a whim • Silverlight • HTML5 seems to be on it’s way, but no real promises yet from Microsoft – not really an option for mobile users • Refresh • Limited Refresh Schedule • Licensing • Enterprise CAL

  20. Power BI • O365 Based BI Suite • 100% Cloud • Uses Power Pivot / Power View • Adds more capabilities • Power Query, Power Map, Integration with HD Insights, Windows Store App • HTML5 Rendering • Nice! • Truly awesome potential • Demos are breathtaking • Rapid release cycle

  21. Power BI • Limited to O365 • Not sure when if/when features will be available on-prem, Possibly never! • A lot of people are not ready for the cloud

  22. The dilemma (hitting that brick wall) • Can’t do what I want • Due to the design of the tool or some technical limitations, I can’t display the data how I would like to… • Quick and Dirty • I am unable to use the standard BI tools because they aren’t set up, I don’t have access, or I don’t have the licensing… • Lame Visuals • The data is right and the report works, but it just doesn’t pop

  23. What do we want?

  24. Some alternatives…

  25. Some alternatives… • Based on JavaScript • Easy to extend functionality • Vast Array of Plugins for both HighCharts and D3.js • Dynamic • Visualizations can have Animations, update display • Open Source • Both options are open source • HighCharts is not free for business use • Active Communities • Easy to find answers to questions / get support • Tons of Sample Code • If you are looking to do something, chances are it or something like it has been done.

  26. Getting the data • 100% Client Side Approach • We can’t directly query a SQL Database • But we can do other things…

  27. Getting the Data

  28. HighCharts • Pure JavaScript based charting library • Chart Types • line, spline, area, area spline • column, bar, pie, scatter • angular gauges • area range, area spline range, column range, • bubble, box plot • error bars, funnel, waterfall, polar chart types • Charts can be Interactive • Clickable, Hover, Animation

  29. TD Ameritrade Windows 8 Store App Real-time streaming quotes, Charts, Market data, Order status, News Account information, Balances and positions, Transaction history

  30. HighCharts • Licensing • Free for non-profits / Free to Developers • Site or Developer Licensing for Commercial / Government • Compatibility • Works on all modern browsers • Support for legacy versions of IE

  31. HighCharts – Solution Example

  32. Demo: HighCharts Examples 32

  33. D3.js

  34. D3.js

  35. D3.js • Open Source • Used extensively by the New York Times for rich / interactive infographics • Developed by Mike Bostock • Based on a long history of other similar work

  36. D3.js

  37. D3.js More than just visualization…

  38. Demo: D3.js Examples 38

  39. D3.js – How does it work • D3 is set based • Operations occur on the entire set of object • think SQL • Data is Bound to DOM elements – this is called a join • You define the binding operation and let it happen; there is no for loop • E.g. For every data object, draw a circle • Attributes • Operations can use the attributes of the data • E.g. if the Gender Attribute is Male make the circle blue

  40. D3.js – How does it work • Get your data • Fetch list items from a SharePoint list in JSON format using REST API • Select DOM nodes you want to work with • Translate the data objects into DOM elements and attributes • Bind your data to DOM elements (Join) • Enter – New data, for which there were no existing elements • [Update – New data joined successfully to a new element] • [Exit – Existing elements, for which there were no new data] • __data__ - Data objects are bound to this Attribute • Key Function – determines the “Primary Key” used in Update / Exit

  41. D3.js - SVG <svg height="210" width="500">  <line x1="0" y1="0" x2="200" y2="200" style="stroke:rgb(255,0,0);stroke-width:2" /></svg>

  42. Demo: More D3.js Examples 42

  43. D3.js - Layouts

  44. D3.js Important Ideas • Scales • Functions to map input domain to an output domain • General Update Pattern • The general update patternis used when a data-join is followed by operations on the enter, update and exitselectionsin order to actively draw new elements, update existing elements, and remove elements no longer needed.

  45. Demo: Building a Bar Chart with D3.js 45

  46. D3.js – Learning Resources • Main Website: • d3js.org • GitHub • mbostock/d3 • Local • General Assembly – Data Visualization Workshop

  47. Questions? 47

  48. Info Daniel Segan • Email: dsegan@bluemetal.com • Twitter: @dsegan Julie Turner’s Solution & MSDN Article • http://bit.ly/SODo5O

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