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idea. plan. deliver.
idea. plan. deliver.
Enrique Lima
Principal Consultant
Business Intelligence: Leveraging
SharePoint to drive business results
idea. plan. deliver.
• Enrique Lima
• enrique@thinkalm.com
• Principal Consultant
• Microsoft Community Contributor
• Member of the Geekswithblogs.net Community - Influencer
▫ http://geekswithblogs.net/enriquelima
• @enriquelima - twitter.com/enriquelima
• Member of INETA
Who am I?
idea. plan. deliver.
Who am I?
I am also diabetic …
Type 2, and you would think … how is this relevant?
idea. plan. deliver.
Disclaimer …
idea. plan. deliver.
What is Business Intelligence?
idea. plan. deliver.
What is Business Intelligence? The Tools
idea. plan. deliver.
The Three Stages of Business Intelligence
Process
Deliver
Consume
idea. plan. deliver.
OLTP and OLAP
• Online Transaction Processing - OLTP
▫ Focus on day to day operations
▫ CRUD (Create, Read, Update and Delete) Driven
▫ What Matters? Normalized data
▫ Mindset: Real Time
• Online Analytical Processing - OLAP
▫ Focus on yesterday’s data becoming today’s information
▫ Read Only Driven
▫ DE Normalized data is acceptable
▫ Mindset: Historical
idea. plan. deliver.
Architecture: Data Warehouse and Data Marts
• Data Warehouse
▫ Enterprise data repository
• Data Marts
▫ Departmental or Business Unit level repository
idea. plan. deliver.
Lifecycle
idea. plan. deliver.
Back Front
OLTP
Source Tables
SSIS
Data Warehouse
Data Mart
Fact Table
Dimension Tables
S
S
A
S
Fact Table
Dimensions
Cube
Hierarchy
Perspectives
KPIs
Translations
Excel
SharePoint
Custom
Roadmap
idea. plan. deliver.
The moving parts of SharePoint BI
Excel Services
PowerPivot for Excel
Power View
PerformancePoint
SQL Server Reporting Services
Business Connectivity Services
Visio Graphic Services
idea. plan. deliver.
Supporting BI Services
Enterprise Search
Secure Store Service
Metadata Service
idea. plan. deliver.
SharePoint BI Brings it All Together
Scorecards
and KPIs
Reports Excel
Workbooks
PowerPivot
Applications
Dashboards
Data Sources
BI Consumers
AcquisitionIntegrationDistribution
StagingETL MDS
EDW
Central Data
Store
Sales/Marketing Legal Other Cubes
and Marts
ERP
Data
Local
Files
Sales/CRM
Data
Other LOB
App Data
DSL
PowerPivot
Farm
EDW
Sandbox
CBI Portal
Finance
idea. plan. deliver.
PowerPivot – Part of SharePoint
idea. plan. deliver.
idea. plan. deliver.
Third-party
applications
Reporting
Services & Power
View
Excel PowerPivot
Databases LOB Applications Files OData Feeds Cloud Services
SharePoint
Insights
BI Semantic Model: Architecture
idea. plan. deliver.
idea. plan. deliver.
Highly Visual Design Experience
Presentation-ready at all times
Rich metadata-driven interactivity
SQL Server 2012 Power View
• Interactive Presentation turns pervasive information into
persuasive information
• Deliver and collaborate through SharePoint
• Full screen presentation mode for interactive boardroom session
• Fully integrated with PowerPivot
• Drive greater insight through smart and powerful querying
• Zero configuration highlighting and filtering
• Animated trending and comparisons
• Interactive, web-based authoring and sharing of information
• Familiar Microsoft Office design patterns
• Powerful data layout with banding, callout and small multiples
visualizations
idea. plan. deliver.
Power View Architecture
RS Shared
Service
SharePoint Farm
Power View client
App Server
Data sources
Analysis
Services SP
Integrated
PowerPivot
System
Service
AS
Server
Tabular
Web Front End
SSRS
Addin for
SharePoint
PowerPivot
Web Service
Excel PowerPivot
Model
SQL Server BIDS
BISM Model
idea. plan. deliver.
• Pivot Tables and Pivot Reports
• Support for KPIs
• Data from OLAP or PowerPivot!
Excel and Multidimensional Data
idea. plan. deliver.
idea. plan. deliver.
ExcelandExcelServices
Interactive slicers enable users to look at the data from various directions in Excel and in the browser
through PowerPivot for SharePoint and Excel Services.
Interactive Slicing and Dicing
idea. plan. deliver.
idea. plan. deliver.
Share Insights
Common view of organizational performance
idea. plan. deliver.
idea. plan. deliver.
Managing the BI Environment
User driven application administration
and monitoring
Simplify management of BI content using
IT Operations Dashboard
for SharePoint
Manage and facilitate access to secure
organizational data
idea. plan. deliver.
idea. plan. deliver.
idea. plan. deliver.
Building a diabetic log dashboard using Power View
idea. plan. deliver.
idea. plan. deliver.
idea. plan. deliver.
idea. plan. deliver.

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Business Intelligence: Leveraging SharePoint to drive business results

  • 1. idea. plan. deliver. idea. plan. deliver. Enrique Lima Principal Consultant Business Intelligence: Leveraging SharePoint to drive business results
  • 2. idea. plan. deliver. • Enrique Lima • enrique@thinkalm.com • Principal Consultant • Microsoft Community Contributor • Member of the Geekswithblogs.net Community - Influencer ▫ http://geekswithblogs.net/enriquelima • @enriquelima - twitter.com/enriquelima • Member of INETA Who am I?
  • 3. idea. plan. deliver. Who am I? I am also diabetic … Type 2, and you would think … how is this relevant?
  • 5. idea. plan. deliver. What is Business Intelligence?
  • 6. idea. plan. deliver. What is Business Intelligence? The Tools
  • 7. idea. plan. deliver. The Three Stages of Business Intelligence Process Deliver Consume
  • 8. idea. plan. deliver. OLTP and OLAP • Online Transaction Processing - OLTP ▫ Focus on day to day operations ▫ CRUD (Create, Read, Update and Delete) Driven ▫ What Matters? Normalized data ▫ Mindset: Real Time • Online Analytical Processing - OLAP ▫ Focus on yesterday’s data becoming today’s information ▫ Read Only Driven ▫ DE Normalized data is acceptable ▫ Mindset: Historical
  • 9. idea. plan. deliver. Architecture: Data Warehouse and Data Marts • Data Warehouse ▫ Enterprise data repository • Data Marts ▫ Departmental or Business Unit level repository
  • 11. idea. plan. deliver. Back Front OLTP Source Tables SSIS Data Warehouse Data Mart Fact Table Dimension Tables S S A S Fact Table Dimensions Cube Hierarchy Perspectives KPIs Translations Excel SharePoint Custom Roadmap
  • 12. idea. plan. deliver. The moving parts of SharePoint BI Excel Services PowerPivot for Excel Power View PerformancePoint SQL Server Reporting Services Business Connectivity Services Visio Graphic Services
  • 13. idea. plan. deliver. Supporting BI Services Enterprise Search Secure Store Service Metadata Service
  • 14. idea. plan. deliver. SharePoint BI Brings it All Together Scorecards and KPIs Reports Excel Workbooks PowerPivot Applications Dashboards Data Sources BI Consumers AcquisitionIntegrationDistribution StagingETL MDS EDW Central Data Store Sales/Marketing Legal Other Cubes and Marts ERP Data Local Files Sales/CRM Data Other LOB App Data DSL PowerPivot Farm EDW Sandbox CBI Portal Finance
  • 15. idea. plan. deliver. PowerPivot – Part of SharePoint
  • 16. idea. plan. deliver. idea. plan. deliver. Third-party applications Reporting Services & Power View Excel PowerPivot Databases LOB Applications Files OData Feeds Cloud Services SharePoint Insights BI Semantic Model: Architecture
  • 17. idea. plan. deliver. idea. plan. deliver. Highly Visual Design Experience Presentation-ready at all times Rich metadata-driven interactivity SQL Server 2012 Power View • Interactive Presentation turns pervasive information into persuasive information • Deliver and collaborate through SharePoint • Full screen presentation mode for interactive boardroom session • Fully integrated with PowerPivot • Drive greater insight through smart and powerful querying • Zero configuration highlighting and filtering • Animated trending and comparisons • Interactive, web-based authoring and sharing of information • Familiar Microsoft Office design patterns • Powerful data layout with banding, callout and small multiples visualizations
  • 18. idea. plan. deliver. Power View Architecture RS Shared Service SharePoint Farm Power View client App Server Data sources Analysis Services SP Integrated PowerPivot System Service AS Server Tabular Web Front End SSRS Addin for SharePoint PowerPivot Web Service Excel PowerPivot Model SQL Server BIDS BISM Model
  • 19. idea. plan. deliver. • Pivot Tables and Pivot Reports • Support for KPIs • Data from OLAP or PowerPivot! Excel and Multidimensional Data
  • 20. idea. plan. deliver. idea. plan. deliver. ExcelandExcelServices Interactive slicers enable users to look at the data from various directions in Excel and in the browser through PowerPivot for SharePoint and Excel Services. Interactive Slicing and Dicing
  • 21. idea. plan. deliver. idea. plan. deliver. Share Insights Common view of organizational performance
  • 22. idea. plan. deliver. idea. plan. deliver. Managing the BI Environment User driven application administration and monitoring Simplify management of BI content using IT Operations Dashboard for SharePoint Manage and facilitate access to secure organizational data
  • 23. idea. plan. deliver. idea. plan. deliver. idea. plan. deliver. Building a diabetic log dashboard using Power View
  • 24. idea. plan. deliver. idea. plan. deliver. idea. plan. deliver.

Notas del editor

  1. The first step is often the most difficult because you have to clean up the data before you can use it effectively. This is particularly difficult in finance where results are often restated.
  2. How we came from the 90s into OLAP  Main (one) fact table, and supporting dimensions.How has it changed  Many fact tables for comparative evaluation of data, and the supporting dimensions are based on many models including: Parent-child, Star, Snowflake, Ragged.
  3. Data Storage and ManagementA solid, scalable data storage and management solution is the core element of better business intelligence. To keep up with growing volumes of data, you need flexible and trustworthy options to help you store, manage, and secure it. The Microsoft SQL Server data storage and management platform can help you deliver accurate, timely information that contains the details your organization needs to move the business forward. Information DeliveryEven the best, most relevant business intelligence information will go unused if it can’t be accessed in a timely and convenient manner. Microsoft business intelligence solutions make information easy to access and understand across all levels of your business. Query, Reporting and AnalysisMicrosoft business intelligence solutions help you empower users by giving them quick access to relevant structured and non-structured business intelligence information found in systems across the organization. Performance ManagementA complete performance management cycle must include deep and up-to-the-minute monitoring and analytics. Office PerformancePoint Server 2007 answers this challenge by providing flexible, easy-to-use tools that can help everyone across your organization make informed decisions that align with companywide objectives and strategy.
  4. SSAS Blueprint
  5. This is the Functional view