The Last Mile: Delivering the Facts – Client Side Analysis

Agenda Client Side Analysis Reporting vs. Analysis Office Integration Pivot Tables Excel Add-in SharePoint

Client Side Analysis Make Data Available to Everyone Forecasting “What If” Analysis Microsoft Office 2003 Sharepoint Portal Server 2003

Reporting vs. Analysis Reporting Analysis has been done Data is static Analysis Data is dynamic and editable Forecasting

Microsoft Office 2003 Easy to use Familiar You probably already own it Users know how to use it Powerful and Flexible

Microsoft BI Architecture Management Tools Developer Tools PortalsPortals DashboardsDashboards Data AnalysisData Analysis VisualizationVisualization Messaging ServicesMessaging Services Project ManagementProject Management Windows Server Windows Client Microsoft Business Solutions Financial Analytics Financial Analytics Excel Add-in for SQL Server Excel Add-in for SQL Server BI Solution Accelerator SQL Server Relational Engine Reporting Services Analysis Services OLAP & Data Mining Office System

Business Intelligence And Reporting User Profiles Analysts Information Consumers Information Explorers 5-10% of users 15-25% of users 65-80% of users SQL Server Reporting Services SQL Server Analysis Services

SQL Server Reporting Services Report developers can create reports using the Reporting Services XML Report Definition Language (RDL) ReportDefinition AuthoringManagement Managed Report DeliveryChannels OnlineAccess Delivery Managed reports are executed either on- demand or scheduled and are cached for performance and consistency Users can view reports from a web- based front-end or subscribe for reports to be delivered in e- mail

Business Intelligence And Reporting User Profiles Analysts Information Consumers Information Explorers 5-10% of users 15-25% of users 65-80% of users SQL Server Reporting Services SQL Server Analysis Services

Office Components Excel PivotTables Excel PivotChart Office Pivot Web Control Local Cubes

Using Excel Pivot Tables Defining a data source Interacting with a pivot table Working with pivot tables Formatting pivot tables

Defining a Data Source

Interacting with a PivotTable

Working with PivotTables Filtering Highlighting a structured selection Displaying specific members Refreshing a pivot table

Using Pivot Charts

Creating a Pivot Table

Working with Local Cubes Defining Local Cubes Creating Local Cubes

Defining Local Cubes Are similar to server-based cubes, but normally contain less data (more focused) Can be created two ways Excel pivot table report Microsoft Query

Office Web Controls Saving pivot tables as web pages Manipulating the OLAP control Displaying the field list Adding and removing items Filtering and Pivoting

Office Web Controls

Excel Add-In for Analysis Reporting Provides Excel-based reporting and analysis Better than just a pivot table Free-form and semi-structured reporting

Excel Add-In for Analysis Reporting Multiple data sources on the same report Based upon: Microsoft Excel 2003 or Excel XP Microsoft SQL Server 2000 and Beyond Microsoft Windows XP or Windows 2003 Server

Excel Add-In for SQL Server: Requirements PrerequisitesServer Windows Server 2000 or 2003 SQL Server 2000 SP3 or Later SQL Server Analysis Services SP3 or Later Client Excel XP or Excel 2003

CubeCubeCube Formula management Formula management Query creation and exporting Query creation and exporting Retrieves and shares cube information Query consolidation and execution Report layout, Report interactions Free Form and Semi Structured Reports Architecture Overview Report Builder UI ReportingAdd-inMetadataManager ReportingAdd-inManager CubeMetadataManager QueryManager

Structured Reports Using dynamic set expressions on an axis Drill Up, Drill Down, Expand, Collapse, Focus and Eliminate, Pivoting Create reports with nested axis Analysis Services’ Actions, drill through, write back and server side formatting Refresh reflects member changes Create custom filter expressions Create Reports from single OLAP source only Cannot Insert row or column Cannot add external data within the report Cannot add member properties to the report Cannot sort members Capability Limitation Customer Geography Order Type

Free-Form Reports Access multiple OLAP sources Intersperse OLAP and Excel data Insert rows and columns Excel’s native formatting and sorting Member properties in rows and columns Create nested axis – cross-join Analysis Services’ Actions, drill through, write back and server side formatting Cannot Use refresh report or a page member change, to bring new members for row or column headers. No drill up or down Capability Limitation Sales Cube Mktg Campaign Cube Excel Calculations

Excel Add-In for Analysis

SharePoint and Business Intelligence Build BI Portal and Dashboard Solutions Web Parts Windows ASP.NET-based Components

BI Portal

SharePoint for BI

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