1. Business Intelligence
Microsoft Visio 2010
Business Intelligence
St. Louis SharePoint User Group
Candy Parisi | Microsoft
Visio Solution Specialist
April 10, 2012

2. Agenda Microsoft Business Intelligence Overview
Visio Business Intelligence
Visio Business Intelligence Examples

3. Analytic applications Analytic applications
Information Overload
IM/chat
Spreadsheets
Scorecards
Meetings
Newspapers
Spreadsheets
Scorecards
IM/chat
Financial reports
Newspapers
Financial reports
Documents
Documents
Meetings
Portals
Portals
Slide decks
Business books
Slide decks
Webcasts
Business books
Webcasts
Presentations
Presentations
RSS feeds
Project plans
Project plans
Intranet
Intranet
RSS feeds
Blogs
Dashboards
Dashboards
Magazines
Analytic applications
Analytic applications
Magazines
Television reports
Television reports
Internet
Blogs
Internet
Charts and graphs
Charts and graphs

4. Microsoft® Vision & Strategy Democratizing Business Intelligence
PRB-BDM Powerpoint template
Microsoft® Vision & Strategy Democratizing Business Intelligence
4/19/2017 5:58 AM
Delivered through a familiar environment
Integrated into a business productivity infrastructure
Built on a trusted & extensible platform
Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions

5. Microsoft Business Intelligence Get the most out of the products you know
Business User Experience
Familiar User Experience
Self-Service access & insight
Data exploration & analysis
Predictive analysis
Data visualization
Business Collaboration Platform
Dashboards & Scorecards
Excel Services
Visio Services (Dynamic Data-Driven Diagrams)
Web based forms & workflow
Collaboration
Search
Content Management
LOB data integration
Business Collaboration Platform
Data Infrastructure & BI Platform
Data Infrastructure and BI Platform
Analysis Services
Reporting Services
Integration Services
Master Data Services
Data Mining
Data Warehousing 5

6. Agenda Microsoft Business Intelligence Overview
Visio Business Intelligence
Visio Business Intelligence Examples

7. Data + Diagram helps to solve the problem of information overload
Put information in context making it more meaningful
Identify trends and exceptions at a glance
Make quick and better decisions!
Data overlaid on diagram
Visio 2010 diagrams can be connected to multiple data sources including Microsoft® Excel®, Access®, SQL Server®, SharePoint® Services, or any OLEDB (Object Linking and Embedding Database) or ODBC (Open Database Connectivity) data source

8. Visio BI Maturity Model
Requires Visio Professional 2010 or Premium 2010 for publishing, SharePoint Server 2010 eCAL for viewing published diagrams
Custom code required
High
Using custom data providers Visio Services can connect to data sources such as Microsoft® System Center
Users can create mash-ups where Visio Services can interact with other SharePoint web parts to create rich interactive dashboards
Requires Visio Professional 2010 or Premium 2010 for publishing, SharePoint Server 2010 eCAL for viewing published diagrams
Community BI, browser based experience
JavaScript code for mash-ups
Visio BI Maturity
Visio 2010 data-driven diagrams can be published to SharePoint® Server 2010 and can be shared with users who can navigate and refresh the diagrams in real-time using their browser
Requires Visio Professional 2010 or Premium 2010 for publishing, SharePoint Server 2010 eCAL for viewing published diagrams
Community BI, browser based experience
No coding required
Visio 2010 diagrams can be connected to data from multiple sources and data graphics can display real time KPI’s
Requires Visio Professional 2010 or Premium 2010
Self service and Personal BI on the desktop
No coding required
Low
Low
Solution Complexity
High

9. Data-Driven Diagrams on the desktop
Putting data on diagrams makes the information meaningful and helps in identifying trends and exceptions at a glance
Data Graphic - Suppliers 1
Import production data from an
Excel or Access file or Database
Data Graphic - Shipping 2
Link the data to Visio shapes and display the data using Data Graphics
Data Graphics show the context of data

10. Dynamic Data-Driven Diagrams in the browser with Visio Services
Publish Visio Diagram to SharePoint Server 2010
Consumer requests updates
The server returns a PNG or XAML representation of refreshed Data Graphics
SharePoint® Server 2010
Consumer
Consumers can navigate, refresh & access the diagram in a browser
Visio Services – a new feature of SharePoint 2010 that extends the reach of diagrams considerably. In a nutshell, Visio Services lets you:
View diagrams in the browser without needing Visio on your machine
Refresh data-driven diagrams in the browser
Integrate diagrams into SharePoint applications
Let’s take a look in more detail at the features behind each of these scenarios.
Viewing diagrams in the browser
A Visio diagram, saved to a SharePoint document library as a Visio Web Drawing (a *.VDW file) using Visio Professional 2010 or Visio Premium 2010, can be viewed in any web browser by simply clicking on its file entry in the document library.
The diagram renders in full fidelity in the browser if the person viewing the diagram has Silverlight installed on their machine or as a PNG if not; Visio Services renders seamlessly anything you can draw in Visio.
Creator
Create Data-driven diagram just as in Visio 2007
Database 10

11. Visio Services provides web-based user experience and navigation features
Open diagram in Visio 2010
Manually refresh by clicking refresh button or automatically refresh by setting interval time Note: Administrator sets interval time for auto refresh
Panning
Zooming
Shape Data Window
Pre-defined Data Graphics: Text, Icon Set, Data Bar, Color by Value
Data Graphics updated by importing latest data
Legend for Data Graphics conditions

12. Integrating Visio diagrams into SharePoint® applications
Visio Services embed both static and dynamic Visio Web Drawings into SharePoint applications
Integration method
Scenario enabled
Skill set required
Visio Web Access web part
Embed Visio diagrams into SharePoint pages.
How to create a web part page in SharePoint.
Web Part to Web Part Connections
Enable limited interactivity between the Visio Web Access web part and another on the page, without code. For example, clicking a shape in a Visio web part to trigger another web part to show additional relevant information about that shape.
How to create a web part page in SharePoint and how to set-up Web Part Connections.
Visio Services Mash-up API
Enable rich interactivity on web part page by programmatically manipulating the different Visio web diagram objects, for example, to show custom visual overlays when the user hovers the pointer over a shape.
How to code simple JavaScript and/or ASPX pages.

13. Visio Services Mash-up
Visio Services JavaScript Mashup API enables developers to access and manipulate the Visio web drawing, its pages and shapes
All 4 web parts are connected to each other and retrieve business data from LOB applications
Detailed view of a specific shelf with KPI
Floor layout of supermarket shows sales trends and stock levels based on KPIs
Excel chart for detailed sales information
Hyperlink to open relevant documents

14. Visio and Visio Services add unique value to Microsoft BI
Areas of Business Intelligence
Self Service and Personal BI
Personal 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.
BI for the community
People 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.
Organization BI
Organizational 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 in SharePoint Server 2010
Visio and Visio Services
Excel and PowerPivot Add-in
Excel Services
PerformancePoint Services
Report Builder
Reporting Services
Platform for Business Intelligence
SQL Server Reporting Services
SQL Server Integration Services
SQL Server Analysis Services

15. Agenda Microsoft Business Intelligence Overview
Visio Business Intelligence
Visio Business Intelligence Examples

16. Visio BI examples for horizontal scenarios
Visio can be used to provide valuable business insights for Finance, Operations, Sales, and HR scenarios
Operations
Finance HR
Sales
BI can help you…
Identify cost cutting opportunities
Improve financial visibility
Manage operational improvement
Strengthen your customer base
And identify new sources of revenue
With Visio you can link diagrams to performance data to identify trends and exceptions. By showing information in context, Visio can make business data more meaningful and help you identify trends and exceptions at a glance to make better, faster business decisions.

17. Visio BI examples for IT scenarios
Visio can be used to provide valuable business insights for IT scenarios
Real-time network monitoring
Visio add-in for System Center Operations Manager R2
Workflow Visualization
Visio add-in for System Center Operations Manager R2
BI can help you…
Identify cost cutting opportunities
Improve financial visibility
Manage operational improvement
Strengthen your customer base
And identify new sources of revenue
With Visio you can link diagrams to performance data to identify trends and exceptions. By showing information in context, Visio can make business data more meaningful and help you identify trends and exceptions at a glance to make better, faster business decisions.

18. Visio BI examples for vertical scenarios
Visio can be used to provide valuable business insights for various industry scenarios
Healthcare
Retail
Hospitality
Insurance
BI can help you…
Identify cost cutting opportunities
Improve financial visibility
Manage operational improvement
Strengthen your customer base
And identify new sources of revenue
With Visio you can link diagrams to performance data to identify trends and exceptions. By showing information in context, Visio can make business data more meaningful and help you identify trends and exceptions at a glance to make better, faster business decisions.

19. Visio and Visio Services:
Next Step: Explore Opportunities and Areas of BI
Self Service and Intelligence
BI for the Community
Organization BI
Candy Parisi | Visio Solution Sales Professional |
mobile
office

20. © 2009 Microsoft Corporation. All rights reserved
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21. Resources
The following is a list of resources that are available on TechNet for administrators planning to deploy Visio Services:
Visio Services Planning Guide
Visio Services Operations Guide
The following is a list of posts on this blog that contain more information about Visio Services:
Introducing Visio Services
Publishing Diagrams to Visio Services
Embedding a Web Drawing in a SharePoint Page
Installing and Configuring Visio Services
SharePoint Workflow Authoring in Visio Premium 2010 (Part 1)
SharePoint Workflow Authoring in Visio Premium 2010 (Part 2)
No Code Mashups with Visio Services and Web Part Connections
The Visio Services JavaScript Mashup API

22. Data Sources supported by Visio Services
SQL Server 7.0, SQL Server 2000, SQL Server 2005 (32- & 64-bit), SQL Server (32- & 64-bit)
Sheet information that is stored in Excel workbooks published from Microsoft® Office Excel® 2007 or Microsoft® Excel® 2010 hosted on the same SharePoint® Server farm
SharePoint Server lists
OLE DB or ODBC connections
Custom Data Providers implemented as .NET Framework assemblies