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

Agenda Microsoft Business Intelligence Overview Visio Business Intelligence Visio Business Intelligence Examples

Analytic applications Analytic applications Information Overload IM/chat Spreadsheets Scorecards Meetings Newspapers Spreadsheets Scorecards IM/chat Financial reports Newspapers Financial reports Documents Documents Meetings Email Email 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

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

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

Agenda Microsoft Business Intelligence Overview Visio Business Intelligence Visio Business Intelligence Examples

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

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

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

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

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

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.

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

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

Agenda Microsoft Business Intelligence Overview Visio Business Intelligence Visio Business Intelligence Examples

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.

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.

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.

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 650.693.0954 candypar@microsoft.com | www.visio.microsoft.com  314-504-3950 mobile 314-994-1852 office

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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

Data Sources supported by Visio Services SQL Server 7.0, SQL Server 2000, SQL Server 2005 (32- & 64-bit), SQL Server 2008 (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 2010 farm SharePoint Server lists OLE DB or ODBC connections Custom Data Providers implemented as .NET Framework assemblies