2 Zlatan Dzinic SharePoint MVP SMC Enterprise Session Code: OFS321 Building Powerful Business Intelligence Solutions on the SharePoint 2010 PlatformZlatan DzinicSharePoint MVPSMC EnterpriseSession Code: OFS321
3 Agenda SharePoint 2010 Business Intelligence Challenges in BI and Performance ManagementOverview of the new BI features in SharePoint 2010Excel ServicesExcel Services and PowerPivotPerformancePoint ServicesReporting Services and Report BuilderVisio ServicesSolutionsBusiness IntelligencePerformance ManagementFeature comparison to competitive products
4 Microsoft BI Solution Focus Areas of Business IntelligenceOrganizational business intelligenceOrganizational business intelligence describes a set of tools that help people align their objectives and activities with overall company goals, objectives, and metrics. It is business intelligence that helps synchronize individual efforts by using scorecards, strategy maps, and other tools that connect to corporate data.Business intelligence for the communityPeople don’t work just as individuals but in groups and teams to complete projects. Business intelligence for the community delivers information that reflects this, providing business intelligence that focuses on the ability to promote collaboration, and rapid sharing of information to drive to a common decision.Self-service and personal business intelligencePersonal and self-service business intelligence is information available or delivered to people when they need it and in the desired format. IT may integrate a self-service business intelligence platform to reduce the backlog of requests. Typically there is little or no IT involvement.
5 Performance Management and BI according to Gartner Business IntelligencePerformance ManagementFocused: process efficiency or cost reductionScope:ExcelDepartmentOperational: improve business effectivenessDashboardsInteractive queryIntra-departmentStrategic: integrated business execution and management.Scorecards, AnalyticsCorporate PortalInter-departmentsIncreasing business valueOpportunisticTacticalStrategicPervasive: Agility with change and innovation.Integrated corporate performance experience.Communicate actions about ‘one version of the truth’.Decide and ManageMeasureOptimizeLead and Innovate
6 Better Execute on Strategy MonitorWhat happened?What is happening?AnalyzeWhy?StrategyPlanWhat will happen?What do I want to happen?Continuous business improvement, not just an annual exercise6
7 Business Problem Scenario ChallengeImagine one Catalog witha common destination…Unite disparate BI assets from across the enterpriseAccess reports, scorecards and dashboards for all businesses from one portalAttain secure and centralized delivery with data level securityEmpower power users to publish BI using agile, self service modelImprove productivity, allowing users to locate, share and organize BI assetsImplement zero footprint deployment using thin client / browserImagine being able to …HRFinanceS&MITUnproductiveWastefulInefficientConsolidateShareOrganizeSilos of unorganized BI assetsSharing and access challenges
8 Introducing Microsoft CBI Definition: A centrally hosted, secure, and personalizable BI Portal destination for scorecards, reports & business analysis8One BI portal using:SharePoint Server 2007Performance PointExcel ServicesProClaritySharePoint Server 2010 *PowerPivotSQL ServerReporting Services 2008Analysis Services 2008Disconnected report catalogs for various back end Data Sources and different apps.…DM forHRbusiness2Business nSingle Enterprise Catalogof Reports for all applications, regions andMicrosoft BI TechnologiesEnterpriseReportCatalogBusiness groups expose the right information in agile manner with auto-group and security groupsReport repository & report level security based on user’s security accessPersonalization, Targeting and BI Reporting Consolidation in Extranet and Corpnet* SharePoint 2010 with PowerPivot recently added to EDW Sandbox infrastructure and reports can be added to the CBI catalog
9 OLAP analytics and Ad-Hoc Reports Scorecards and Dashboards BI Capabilities & Tools usedOLAP analytics and Ad-Hoc ReportsScorecards and DashboardsStandard Reports
10 Data Analysis and Visualization Excel 2010 VisionUser ExperienceAnd CollaborationData Analysis and VisualizationHosted Spreadsheetand ProgrammabilitySliceWork togetherExcel Web AppRecognize Trendsacross thePC, phone,and browserExtensible Platformbringideas tolifeEnable Self-Service
11 Top 10 Features … Excel Excel Services Conditional FormattingSparklinesSlicersSearch FiltersNamed SetsMore workbooksClient FidelityEditCollaborationRESTPivot ChartsJSOMPowerPivot for Excel and SharePoint
14 PowerPivot and Excel Services PowerPivot add-infor ExcelPowerPivot add-infor SharePoint
15 Excel and PowerPivot Add-in Excel 2010 is the end user's analyst's tool of choice for viewing, manipulating, performing analysis on, generating intelligence from, and creating reports about their organization's data. As the end user tool of Microsoft for Business Intelligence, Excel is where BI begins.Excel 2010 PowerPivot Add-in is an extension to Excel that adds support for large-scale data. It has an in-memory data store as an option for Analysis Services. Multiple data sources include corporate databases, worksheets, reports, and data feeds. Can publish to SharePoint Server 2010.Consider using Excel and PowerPivot Add-in when ...PowerPivot Add-in with Excel: You can combine native Excel 2010 functionality with the PowerPivot Add-in in-memory engine to allow users to interactively explore and perform calculations on large data sets. Use Excel and PowerPivot Add-in when you want to quickly manipulate millions of rows of data into a single Excel workbook for ad-hoc reports.
16 Excel Services and PowerPivot demoExcel Services and PowerPivotZlatan DzinicSharePoint MVPSMC Enterprise
17 What is PerformancePoint Services for SharePoint 2010? Business Intelligence dashboards
18 What are BI dashboards? Visualizations Spreadsheets Metrics Diagrams Lists
19 PerformancePoint Reports Aggregate what?ContentSpreadsheetsDiagramsPerformancePoint ReportsReportsDataSpreadsheetListData Warehouse3rd Party
21 Reporting Services 2008 Enterprise Reporting Platform Author Impactful ReportsPowerful DesignersFlexible Report LayoutRich VisualizationsManage any WorkloadEnterprise Scale PlatformCentral DeploymentStrong ManageabilityDeliver Personalized ReportsInteractive ReportsRendering in the Format Users WantDelivery to Location Users Want
22 Reporting Services Empower End Users Share & Collaborate Timely access to informationIntuitive authoringPowerful visualizations*Share & CollaboratePublish to SharePoint“Grab and Go” access*Componentize existing reports*Increase IT EfficiencyCentral deployment & managementBuild reusable components for broad use*Deliver analytics data through reports*
23 The Reporting Life Cycle Delivering Reports Runtime report renderingHTML, MHTML, Excel, PDF, TIFF, Word, CSV, XMLPull delivery: Report requested by userSharePoint document library and web partsPush delivery: Report delivered by Report ServerStandard subscriptionsData-driven subscriptionsDelivery to , folder or document library
24 Architecture SharePoint 2010 WFE Report Server SSRS 2008 R2 Add-In InstallReport ServerSharePoint 2010 WFESharePoint Object ModelSharePoint Config / Content DBReport Server in SharePoint Mode(2008 R2)Security ExtensionData ManagementReporting Services Add-inReport Viewer web partReport management UISSRS ProxySharePoint Object ModelReport Sever DB
25 Reporting Services and Report Builder demoReporting Services and Report BuilderZlatan DzinicSharePoint MVPSMC Enterprise
26 Request #1 “I want to share/view diagrams in SharePoint” Central locationNever leave the browserNo more dialogs!
27 Request #2 ”I want diagrams that are always up to date” (1 hour later)Not just a snapshot in timeDiagram only created onceView existing data in context
28 Request #3 ”I want diagrams on my SharePoint pages!” Free-form vector diagrams on your web pagesDiagrams in context with other relevant data.
29 Visio Services Features In detail… RenderingBrowser-agnosticFull Fidelity rendering usingDown-level experience in PNGVisual Refresh of Data DiagramsRefresh diagrams connected to:Supports Kerberos, SSO & Unattended Auth.Automatic refreshSQLExcelSP ListsOLEDBODBCCustomODC
31 Visio Services Visio Services in the technology stack Windows ServerSharePoint FoundationsSharePoint ServicesVisio ServicesGeneva FrameworkIISSQLAvailable to SharePoint Services ECAL customersAvailable in hosted & non-hosted SharePointRequires Visio 2010 to create web drawings
34 Resources Required Slide Speakers, www.microsoft.com/teched TechEd 2009 is not producinga DVD. Please announce thatattendees can access sessionrecordings at TechEd Online.ResourcesSessions On-Demand & CommunityMicrosoft Certification & Training ResourcesResources for IT ProfessionalsResources for Developers
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