2. Zlatan Dzinic SharePoint MVP SMC Enterprise Session Code: OFS321
Building Powerful Business Intelligence Solutions on the SharePoint 2010 Platform
Zlatan Dzinic
SharePoint MVP
SMC Enterprise
Session Code: OFS321

3. Agenda SharePoint 2010 Business Intelligence
Challenges in BI and Performance Management
Overview of the new BI features in SharePoint 2010
Excel Services
Excel Services and PowerPivot
PerformancePoint Services
Reporting Services and Report Builder
Visio Services
Solutions
Business Intelligence
Performance Management
Feature comparison to competitive products

4. Microsoft BI Solution Focus
Areas of Business Intelligence
Organizational business intelligence
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 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.
Self-service and personal business intelligence
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.

5. Performance Management and BI according to Gartner
Business Intelligence
Performance Management
Focused: process efficiency or cost reduction
Scope:
Excel
Department
Operational: improve business effectiveness
Dashboards
Interactive query
Intra-department
Strategic: integrated business execution and management.
Scorecards, Analytics
Corporate Portal
Inter-departments
Increasing business value
Opportunistic
Tactical
Strategic
Pervasive: Agility with change and innovation.
Integrated corporate performance experience.
Communicate actions about ‘one version of the truth’.
Decide and Manage
Measure
Optimize
Lead and Innovate

6. Better Execute on Strategy
Monitor
What happened?
What is happening?
Analyze
Why?
Strategy
Plan
What will happen?
What do I want to happen?
Continuous business improvement, not just an annual exercise 6

7. Business Problem Scenario
Challenge
Imagine one Catalog with
a common destination…
Unite disparate BI assets from across the enterprise
Access reports, scorecards and dashboards for all businesses from one portal
Attain secure and centralized delivery with data level security
Empower power users to publish BI using agile, self service model
Improve productivity, allowing users to locate, share and organize BI assets
Implement zero footprint deployment using thin client / browser
Imagine being able to … HR
Finance
S&M IT
Unproductive
Wasteful
Inefficient
Consolidate
Share
Organize
Silos of unorganized BI assets
Sharing and access challenges

8. Introducing Microsoft CBI
Definition: A centrally hosted, secure, and personalizable BI Portal destination for scorecards, reports & business analysis 8
One BI portal using:
SharePoint Server 2007
Performance Point
Excel Services
ProClarity
SharePoint Server 2010 *
PowerPivot
SQL Server
Reporting Services 2008
Analysis Services 2008
Disconnected report catalogs for various back end Data Sources and different apps. …
DM for HR
business2
Business n
Single Enterprise Catalog
of Reports for all applications, regions and
Microsoft BI Technologies
Enterprise
Report
Catalog
Business groups expose the right information in agile manner with auto-group and security groups
Report repository & report level security based on user’s security access
Personalization, 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 used
OLAP analytics and Ad-Hoc Reports
Scorecards and Dashboards
Standard Reports

10. Data Analysis and Visualization
Excel 2010 Vision
User Experience
And Collaboration
Data Analysis and Visualization
Hosted Spreadsheet
and Programmability
Slice
Work together
Excel Web App
Recognize Trends
across the
PC, phone,
and browser
Extensible Platform
bring
ideas to
life
Enable Self-Service

11. Top 10 Features … Excel Excel Services
Conditional Formatting
Sparklines
Slicers
Search Filters
Named Sets
More workbooks
Client Fidelity
Edit
Collaboration
REST
Pivot Charts
JSOM
PowerPivot for Excel and SharePoint

12. Excel Services ‘14’ Excel 2007 Client Custom Applications Authoring
Thin Rendering in Browser
Excel Services ‘14’
View, Interact
View, Interact,
& Edit
Excel 2007 Client
Microsoft Office Excel 2007
Open Spreadsheet or Snapshot
Internet Explorer, Firefox, Safari
Web Services,
UDFs, JavaScript OM,
& REST
Web Services,
UDFs
Custom Applications
Author and Publish Spreadsheets
Authoring
Exploration and Consumption

13. Zlatan Dzinic SharePoint MVP SMC Enterprise
demo
Excel Services
Zlatan Dzinic
SharePoint MVP
SMC Enterprise

14. PowerPivot and Excel Services
PowerPivot add-in
for Excel
PowerPivot add-in
for 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
demo
Excel Services and PowerPivot
Zlatan Dzinic
SharePoint MVP
SMC 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?
Content
Spreadsheets
Diagrams
PerformancePoint Reports
Reports
Data
Spreadsheet
List
Data Warehouse
3rd Party

20. PerformancePoint Services
demo
PerformancePoint Services
Zlatan Dzinic
SharePoint MVP
SMC Enterprise

21. Reporting Services 2008 Enterprise Reporting Platform
Author Impactful Reports
Powerful Designers
Flexible Report Layout
Rich Visualizations
Manage any Workload
Enterprise Scale Platform
Central Deployment
Strong Manageability
Deliver Personalized Reports
Interactive Reports
Rendering in the Format Users Want
Delivery to Location Users Want

22. Reporting Services Empower End Users Share & Collaborate
Timely access to information
Intuitive authoring
Powerful visualizations*
Share & Collaborate
Publish to SharePoint
“Grab and Go” access*
Componentize existing reports*
Increase IT Efficiency
Central deployment & management
Build reusable components for broad use*
Deliver analytics data through reports*

23. The Reporting Life Cycle Delivering Reports
Runtime report rendering
HTML, MHTML, Excel, PDF, TIFF, Word, CSV, XML
Pull delivery: Report requested by user
SharePoint document library and web parts
Push delivery: Report delivered by Report Server
Standard subscriptions
Data-driven subscriptions
Delivery to , folder or document library

24. Architecture SharePoint 2010 WFE Report Server
SSRS 2008 R2 Add-In Install
Report Server
SharePoint 2010 WFE
SharePoint Object Model
SharePoint Config / Content DB
Report Server in SharePoint Mode
(2008 R2)
Security Extension
Data Management
Reporting Services Add-in
Report Viewer web part
Report management UI
SSRS Proxy
SharePoint Object Model
Report Sever DB

25. Reporting Services and Report Builder
demo
Reporting Services and Report Builder
Zlatan Dzinic
SharePoint MVP
SMC Enterprise

26. Request #1 “I want to share/view diagrams in SharePoint”
Central location
Never leave the browser
No more dialogs!

27. Request #2 ”I want diagrams that are always up to date”
(1 hour later)
Not just a snapshot in time
Diagram only created once
View existing data in context

28. Request #3 ”I want diagrams on my SharePoint pages!”
Free-form vector diagrams on your web pages
Diagrams in context with other relevant data.

29. Visio Services Features In detail…
Rendering
Browser-agnostic
Full Fidelity rendering using
Down-level experience in PNG
Visual Refresh of Data Diagrams
Refresh diagrams connected to:
Supports Kerberos, SSO & Unattended Auth.
Automatic refresh
SQL
Excel
SP Lists
OLEDB
ODBC
Custom
ODC

30. Visio Services Features In detail…
SharePoint Integration
Visio Web Access web part
JavaScript Mash-up API
Supports web part connections
Administration
Visio Services is a Shared Service
Customizable in Central Admin & PowerShell
Can tune performance to your hardware

31. Visio Services Visio Services in the technology stack
Windows Server
SharePoint Foundations
SharePoint Services
Visio Services
Geneva Framework
IIS
SQL
Available to SharePoint Services ECAL customers
Available in hosted & non-hosted SharePoint
Requires Visio 2010 to create web drawings

32. Zlatan Dzinic SharePoint MVP SMC Enterprise
demo
Visio Services
Zlatan Dzinic
SharePoint MVP
SMC Enterprise

33. question & answer Twitter: @ZlatanDzinic
Blog:

34. Resources Required Slide Speakers, www.microsoft.com/teched
TechEd 2009 is not producing
a DVD. Please announce that
attendees can access session
recordings at TechEd Online.
Resources
Sessions On-Demand & Community
Microsoft Certification & Training Resources
Resources for IT Professionals
Resources for Developers

35. Complete an evaluation on CommNet and enter to win an Xbox 360 Elite!

36. Required Slide
© 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.