1. SharePoint 2007 Business Intelligence
October 23th, 2008
Neil Iversen - Inetium

2. Agenda Introductions What is SharePoint?
SharePoint Business Intelligence features
PerformancePoint Server 2007 (PPS) Integration with SharePoint
Q&A

3. Inetium Practice Areas Microsoft Gold Certified Partner
Systems Integrator (SI)
Locations
Headquarters in Minneapolis, MN
New location in Omaha, NE
Started in 1998
~100 Employees
Run several SharePoint User Groups
Minnesota SharePoint User Group
Minneapolis Office Developers Interest Group (MODIG)
Iowa SharePoint User Group
Nebraska SharePoint User Group
Practice Areas
Information Worker
Networking / Infrastructure
Application Development
CRM
IT Strategy
Real Estate Vertical

4. What is SharePoint? Web based platform for: Business productivity
Information management
Applications
Includes many capabilities
Portals
Collaboration
Search
Content Management
Business Processes
Business Intelligence

5. How is SharePoint Used? Platform for multiple solutions
Composite Applications
Business Intelligence
Business Process
Extranet Portals
Public Internet Sites
Intranet Portals
Platform for multiple solutions

6. Analytic Applications
Performance Point
End User Application
SharePoint Server
Excel
SQL Server Integration Services (SSIS)
SQL Server Analysis Services (SSAS)
SQL Server Reporting Services (SSRS)
Data Platform
SQL Server Relational Database

7. Where does SharePoint fit?
Reporting and Analysis
Reporting Services (SSRS)
ProClarity / PerformancePoint
SharePoint Report Center
Excel 2007 / Excel Services
Performance Management
Performance Point Server 2007
SharePoint KPI’s
Data Warehousing
SQL Server
Analysis Services (SSAS)
Integration Services (SSIS)

8. Building Blocks of SharePoint
Sites
Web site framework
Multiple templates
Pages
Individual web pages
Added to sites

9. Building Blocks of SharePoint (cont.)
Libraries
Content repository for documents
Library templates
Metadata
Item level security
Lists
Content repository for list items

10. Building Blocks of SharePoint (cont.)
Web Parts
Modular components that expose functionality / data
Configurable
Many out of the box web parts
Content editor
Page viewer
more
Core component of extensible framework
Custom web parts

11. SharePoint Report Center
SharePoint 2007 Site Template
Starting point for SharePoint BI
Repository for reports
Includes many features
Dashboard Pages
Excel Web Access
Report Library
Report Calendar
Filter web parts
Integration with other tools

12. Dashboard Pages in Report Center
SharePoint page
Create individual dashboards
Contains a number of different parts
Content Editor
Contact Details
Filter Actions
Excel Web Access
KPI
Summary Link

13. SharePoint Excel Services
Web based version of Excel
Thin client (browser) view of Excel spreadsheets
Published spreadsheets can connect to external data
Designed to cut down on proliferation of Excel files and outdated data

14. Excel Services How does it work? Thin rendering in browser Excel 2007
12/26/2017 5:57 PM
Excel Services
How does it work?
Thin rendering in browser
Excel 2007
View and Interact
Excel 2007 client
Author and Publish Spreadsheets
Open Spreadsheet/Snapshot
Web Services Access
Custom applications
Authoring
Exploration and Consumption

15. Demo

16. SSRS Reports in SharePoint
Report Library
SQL 2005 Service Pack 2
Report viewer web part
Publish Reports to SharePoint
Leverage features of SharePoint
Versioning
Workflow
Etc.

17. Demo

18. Key Performance Indicator (KPI) List
List template
Graphically displays KPI’s
Use to track metrics
Data from multiple sources
SharePoint Lists
Excel Services
SQL Analysis Services 2005
Manually entered

19. KPI Web Part
Displays KPI’s in SharePoint
List 
Detail 

20. Demo

21. SharePoint KPI Lists List template Graphically displays KPI’s
Use to track metrics
Data from multiple sources
SharePoint Lists
Excel Services
SQL Analysis Services 2005
Manually entered

22. SharePoint Filters Used to filter data on a page Multiple filter types
Authored List
Business Data Catalog
Current User
Date
Query String (URL)
SharePoint List
SSAS
Text

23. Business Data Catalog Filter
Leverages the Business Data Catalog (BDC)
Allows user to search by entity in BDC
Good for filters requiring relational data

24. Current User Filter Leverages current logged in user
Can utilize a user profile value for the current user
Hidden on screen
Good for web parts that need a context of ‘My’
Example ‘My Orders’ would filter all orders in another web part

25. Date Filter Part Allows user to specify a date
Different types of defaults
Specific date
Offsets from today 25

26. Query String Filter Part
Sends value of query string parameter to web part
User can define the parameter to pull from
Hidden except when in edit mode
Good for passing context 26

27. Analysis Services (SSAS) Filter
Leverages SQL Server 2005 Analysis Services
User selects dimension
Great for reusing existing dimensions defined in SSAS

28. Demo

29. Searching Data in SharePoint
Expose Data to SharePoint
Database or Web Services
Make data searchable
Published entities
Customers
Products
Etc.

30. Demo

31. Bringing it all Together in SharePoint
Dashboard
Filters
KPI’s
Excel Services

32. PerformancePoint Server 2007
PPS 2007 Dashboards in SharePoint
Using SharePoint Lists / Excel Services for data in PPS 2007 scorecards
SharePoint PPS 2007 Dashboard Item Web Part
Multiple Points of Integration

33. What is PerformancePoint Server 2007?
• Business analytics
• Financial reporting
• Consolidation
• Planning
• Budgeting
• Forecasting
• Scorecard management

34. How is PPS Structured? • Planning Business Modeler Excel Add-in
• Dashboard Designer

35. PPS Dashboard Designer
Dashboard Designer Components
Dashboard
Scorecard
KPI’s
Reports
Data sources
Indicators
Publish PPS dashboards directly to SharePoint

36. PPS Scorecards using SharePoint Lists
Dashboard Designer to build scorecards
Connect to data in SharePoint Lists
Can also connect to Excel Services
Beneficial when backend database doesn’t exist
Rapid deployment
Scenario:
Customer / Employee satisfaction survey results

37. PPS Dashboard Item Web Part
Web part that comes with PPS 2007
Displays individual PPS dashboard items from published PPS dashboards
Create different layouts in SharePoint
Can be used in conjunction with other web parts
SharePoint core parts
Other BI web parts
more

38. Demo

39. In Summary SharePoint provides many business intelligence features
Reporting
Analysis
Performance Management
Integration with multiple tools
Excel
SQL Reporting Services
PerformancePoint Server
More

40. Resources
Microsoft Business Intelligence Resources:
PerformancePoint Server 2007:
2007 Microsoft Office System BI Integration with SQL Server 2005 (file download):
Microsoft SQL Server 2005 Reporting Services Add-in for Microsoft SharePoint Technologies:
Microsoft SQL Server Reporting Services (SSRS) - Installation/Configuration Guide for SharePoint Integration Mode (file download):
SharePoint Version Comparison – Find out what features of SharePoint are in each version:

41. Q&A